A fiduciary assumes a role of utmost confidence and obligation to act in the best interests of those they serve. Though rooted in ancient ideals of trustworthiness, this principle has found renewed significance in investment advisory practice. At its core, the fiduciary duty encapsulates a profound commitment to act in the best interests of those who entrust their financial well-being to expert guidance. In this episode, Brett talks with Don Trone, CEO and Co-founders of 3ethos. Also known as th...
Aug 10, 2023•48 min•Ep. 45
In pursuing entrepreneurial ambitions, veterans, like many others, may fall into the trap of thinking that starting a business is a guaranteed path to financial prosperity. Yet, the cold reality paints a different picture. Surprisingly, a staggering 87% of new businesses never survive beyond their second year. How can veterans embark on a new journey - one that allows them to create a successful business and pursue their dreams beyond the battlefield? In this episode, Brett talks with Joe Siecin...
Aug 03, 2023•56 min•Ep. 44
For veterans and active-duty members, the transition to civilian life represents a pivotal moment where one world converges with another, and the uncharted territory of civilian society replaces the familiar rigors of military life. While this crossroads can be both exhilarating and challenging, how do service members embrace this newfound world and transform the challenges into opportunities for growth, success, and purpose? In this episode, Brett is joined by Marc Rodriguez, Franchise Owner of...
Jul 27, 2023•49 min•Ep. 43
Behind every successful organization, there is often an exceptional individual with the skills, vision, and determination to navigate complex challenges and drive transformative growth. These individuals wield their expertise and experience to steer their organizations toward greatness. In essence, senior leadership roles represent the epitome of professional growth and responsibility, as they bear the weight of strategic decision-making, organizational direction, and the cultivation of a high-p...
Jul 20, 2023•48 min•Ep. 42
Entrepreneurs strive not only to build successful enterprises but also to ensure their lasting legacy. They recognize the importance of forward-thinking strategies that go beyond immediate gains and dream of a rewarding exit that not only maximizes the value of their business but also ensures a smooth transition into the next phase of life. How can business owners maximize the value of their business and plan for a successful exit? In this episode, Brett is joined by Allen Gregory. As a Certifie...
Jul 13, 2023•32 min•Ep. 41
During their military careers, veterans undergo a remarkable transformation in the noble pursuit of protecting and serving their country. The structured environment, camaraderie, and shared purpose instill a profound sense of identity and purpose. Yet, when the time comes to transition into civilian life, many veterans find themselves grappling with the challenge of letting go of the past and fully embracing who they are in the present. It is a transition often marked by uncertainty and doubt. T...
Jul 06, 2023•52 min•Ep. 40
The parallels between the skies and the business arena are striking. Both demand a tenacious spirit, unwavering commitment, and a relentless pursuit of victory. Just as fighter pilots can never predict how they will respond in the heat of battle, entrepreneurs face similar uncertainty in their quest for success. However, the key lies in approaching every challenge with the same level of seriousness, dedication to rigorous training, and meticulous preparation. In this episode, Brett talks with Wa...
Jun 22, 2023•55 min•Ep. 39
Retired military leaders possess a wealth of valuable experience and knowledge, ready to be channeled into making a lasting impact in the corporate world. However, to unlock their full potential, they must first navigate the unfamiliar terrain and craft a compelling personal brand in a world they have yet to fully comprehend. How can retired generals and flag officers launch successful consulting practices? In this episode, Brett talks with Misty Cook, Founder and CEO of Concierge on Call (COC) ...
Jun 15, 2023•50 min•Ep. 38
In the face of disaster, some see only devastation, while others find the seeds of opportunity. History has shown that from the ashes of destruction, opportunities emerge for growth, transformation, and progress. And the story of Miami and New Orleans, with its post-Hurricane Katrina revitalization, is a testament to this belief. This tale of redemption demonstrates the immense potential that arises from tragic circumstances. Whether in the construction industry or any other field, embracing fai...
Jun 08, 2023•46 min•Ep. 37
In a world of choices and possibilities, one often finds themselves standing at the crossroads of conformity and uncharted territories. This pivotal moment becomes even more profound for military members transitioning out of the service. Will they choose the path of least resistance, conforming to the expected norms and potential failure? Or will they muster the courage to swim against the current, fighting failure head-on and carving out their own path? In this episode, Brett talks with Cody Ha...
Jun 01, 2023•50 min•Ep. 36
Aspiring business owners embark on a journey fueled by passion, innovation, and the desire to make a mark in their respective industries. However, success rarely comes easily. It demands a strategic approach and a relentless pursuit of standing out in the eyes of potential clients. The pillars that support this journey are an unwavering commitment to brand visibility, consistent delivery of exceptional results, and a unique value proposition. By focusing on these core elements, entrepreneurs can...
May 25, 2023•52 min•Ep. 35
After dedicating themselves to a life of service, veterans often grapple with a loss of identity and purpose. However, amidst the challenges lies an opportunity to rebuild, find a new calling, and create a prosperous future. One avenue that holds great potential is real estate—a realm that catalyzes both wealth-building and a renewed sense of purpose. In this episode, Brett and Giselle share a conversation with David Pere. David is dedicated to teaching and leading service members, veterans, and...
May 18, 2023•1 hr 9 min•Ep. 34
Corporate culture is the personality of an organization that defines the work environment and employee experience. It encompasses the values, beliefs, behaviors, and practices that shape how employees interact with one another and the company's mission and goals. While corporate culture can make or break a company, how can business owners create a strong and positive culture that attracts and retains top talents, promotes employee engagement, and improves business outcomes? In this episode, Chri...
May 11, 2023•59 min•Ep. 33
In life or in business, success goes beyond just acquiring a particular skill set. Managing the challenges of a changing global landscape requires strong leadership and personnel with critical thinking and problem-solving abilities. However, more than the old ways of training and education are needed to equip young people with these skills. How can people tap into the power of their human brain to reach new heights in personal and professional development? In this episode, John MacLaren joins Br...
May 04, 2023•1 hr 11 min•Ep. 32
Different families and business owners have different needs and concerns when it comes to planning for the future. From physical and financial well-being to passing on values and goals to the next generation, there are countless important matters to consider. However, navigating the complex world of tax and estate planning, business succession, and family governance can be challenging and overwhelming. How can families and business owners make sense of it all, achieve peace of mind, and secure t...
Apr 27, 2023•57 min•Ep. 31
Scaling a business is a goal for many entrepreneurs. It signifies growth, success, and a step towards achieving their ultimate vision. However, many find themselves caught up in the day-to-day tasks of running their businesses, leaving little time for scaling and growth. How can entrepreneurs create a solid structure and implement operating systems to scale their business fast? In this episode, Brett and Giselle talk with Deric Keller. Specializing in helping entrepreneurs implement plans that c...
Apr 20, 2023•52 min•Ep. 30
Veterans are often considered heroes for their service to the country, risking their lives to defend freedom and uphold justice. However, they often face different challenges when transitioning to civilian life. One of these is finding meaningful employment in the corporate world. Despite their valuable skills and experience, veterans face bias or misunderstanding from civilian employers who do not fully appreciate the unique talents and perspectives they bring to the table. In this episode, Hir...
Apr 13, 2023•39 min•Ep. 29
Military families face unique financial challenges that can make it difficult for them to achieve financial freedom. Frequent moves, deployments, and the high cost of living in some areas can all contribute to financial stress. However, with the right tools and guidance, military families can learn to make, save, invest, and spend money wisely, ultimately building a solid financial future. In this episode, Brett talks with Lacey Langford. Specializing in financial coaching for U.S. service membe...
Apr 06, 2023•49 min•Ep. 28
Running a family business can be a great source of pride and satisfaction but can also be challenging. And one of the most critical factors in the business's success is the relationships between family members. From communication and collaboration to trust and respect, what other aspects make a difference in the growth and development of the business? In this episode, Brett talks with Bill Hale. As a veteran entrepreneur who runs a family business, Bill shares how he and his son started their bu...
Mar 30, 2023•51 min•Ep. 27
The stock market is often considered the barometer of the economy. It reflects the collective sentiment of investors toward the performance of publicly-traded companies and the overall state of the economy. Its constantly fluctuating values, however, may cause investors to feel uncertain about how to approach their investments. While market volatility offers a distinct mix of opportunities and challenges, how can investors not just survive but thrive in today's economic environment? In this epis...
Mar 23, 2023•50 min•Ep. 26
An entrepreneur's journey can be challenging, but it can also be incredibly rewarding for those with the vision, drive, and determination to succeed. However, bringing an entrepreneur's idea to life often requires more than just hard work and dedication – it also requires access to capital. How can entrepreneurs find financial support to help them realize their ideas? In this episode, Brett talks with Alex Chompff , Executive Director and Co-Founder of Evolution Accelerator and Managing Partner ...
Mar 16, 2023•1 hr 11 min•Ep. 25
The thrill of starting your own business and being your own boss is a dream for many. However, entrepreneurship is a challenging journey. It takes more than just an innovative concept to succeed. As entrepreneurs, particularly financial advisors, how can you overcome the barriers and secure success in your business? In this episode of the Veteran Entrepreneur Masterclass podcast, Matt Halloran joins Brett Henderson for another conversation about entrepreneurship. A former business and life coach...
Mar 09, 2023•49 min•Ep. 24
The ability to adapt to changing conditions, think strategically, and lead in diverse and challenging environments are some of the skills highly valued in the civilian sector. While the military and the civilian world operate in different contexts, many successful business leaders and entrepreneurs have attributed their accomplishments to the lessons they learned in the military. In this episode, Brett Henderson talks with David Stepanek, Bristow's Executive Vice President, Sales and Chief Trans...
Mar 02, 2023•50 min•Ep. 23
Adjusting to civilian life after serving the country can be challenging for many veterans. Not only do they struggle to find employment and financial stability, but they are also often faced with physical and mental health issues resulting from their time in service. While the VA disability compensation program is designed to provide financial support to veterans who have sustained service-connected injuries or illnesses, some may find that their initial disability rating does not adequately ref...
Feb 23, 2023•41 min•Ep. 22
Businesses face a multitude of legal challenges on a daily basis, from contracts and negotiations to disputes and lawsuits. With the increasing complexities of today's business world, how can businesses protect their interests, minimize risks, and make informed decisions that positively impact their bottom line? In this episode, Brett Henderson and Giselle Cayme sit down with Louis "Dutch" Schotemeyer , a Partner at Newmeyer Dillion's Newport Beach office, to share tips and lessons in entreprene...
Feb 16, 2023•58 min•Ep. 21
In pursuing goals, getting caught up in the idea that achieving something big and grandiose is needed to succeed can be easy. However, the truth is that small wins can be just as powerful in helping accomplish larger goals. These small wins can give motivation, confidence, and momentum to keep pushing forward, progress, and overcome challenges. In this episode, Stephen Colon joins Brett Henderson for another conversation on leading innovative ways and overcoming obstacles to achieve financial st...
Feb 09, 2023•46 min•Ep. 20
Transitioning from military service to a civilian career can be a challenging experience for veterans. It can be difficult to find a job that not only utilizes the skills and experience gained during service but also offers a stable and fulfilling career path. Many veterans find that the corporate world can be a great fit for their skills and experiences, but it can be difficult to navigate the job search process and stand out to potential employers. In this episode, Brett Henderson shares a con...
Feb 02, 2023•49 min•Ep. 19
Neuro-linguistic programming (NLP) is a powerful tool for goal setting, motivation, and success. That is because it aims to help individuals understand and change their thoughts, behaviors, and communication patterns to achieve their desired outcomes. By providing individuals with the tools and understanding they need to pursue their goals with greater clarity and confidence, NLP can help them succeed in the areas that matter most. In this episode, Brett talks with Jason Jurado, Owner of One Pat...
Jan 26, 2023•50 min•Ep. 18
Military veterans bring a unique set of skills and experiences that can make them well-suited for success in the civilian world. From discipline and leadership to problem-solving and adaptability, these qualities are necessary to succeed in business and make veterans some of the most successful entrepreneurs. In this episode, Brett talks with Jim Cragg, President & CEO of Special Operations Technologies. Jim is in the U.S. Army Reserve and the Commander of the American Legion Ronald Reagan-P...
Jan 19, 2023•56 min•Ep. 17
When it comes to our well-being, implementing technologies that can detect invisible events is always a good idea. In this episode, Brett Henderson sits down with Dr. Eric Luster, CEO & Founder of Movement Interactive Inc, to discuss his journey as an entrepreneur in the sensor industry and how these can provide us with peace of mind for our physical and psychological health. Dr. Luster discusses: ● Some details about organizations that support veteran entrepreneurship, like the IVMF ● His b...
Jan 12, 2023•51 min•Ep. 16
