Phil and his teenage daughter Mari, talk about the world, themselves, being a teenager, music, culture, and anything else that comes to mind. They make some sense but mostly nonsense in this deep and shallow, serious and funny podcast. It's fun.
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Ahoy! Welcome to the Sea Captain Way podcast with Phil Bender and Greg Patton, where we help listeners navigate the uncharted waters of personal and professional growth. The Sea Captain Way is about energizing top performers to take on risks and push beyond their comfort zone to pursue life-changing goals and achieve peak performance. We’re going to help you build your vision by showing you how to break free of the boundaries that are holding you back.
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Helping YOU win in Life, Leadership and Ministry! We hope to inspire you to take a step towards change and away from complacency. Leave us a review and check us out on Social media @Helpingyouwinpodcast
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Sea Captain Way Authors Notes It’s been one year since Phil published his book “The Sea Captain Way for Financial Advisors,” which is available on Amazon. On this podcast, Phil and Greg revisit some of the key themes and principles in the book for listeners who may not have heard previous podcasts about it. Key points: Phil talks about how he has a…
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This episode features Irina Goldman, who transitioned to operating her own consulting firm after serving as a Google User Experience Program Manager. Key points: Irina is the owner of Flowers Virtual Bookkeeping, a boutique bookkeeping and business consulting company specializing in helping small local businesses. The trio discusses the concept of …
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On this special episode, Phil Bender is joined by Danny Howard, Tom Sawyer, and Jim Joyner, the hosts of The Brighter Side of Blue Podcast. They delve into real-life law enforcement stories that span the spectrum from humorous to serious. Discover why law enforcement is much like being part of a high-performing sports team, and how this unique pers…
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In the latest episode of the Sea Captain Way, Phil and Greg provide invaluable insights into transitioning from sales professional to CEO of your own practice. They explore the power of vulnerability combined with vision, and how it can foster a dynamic and charismatic organizational culture. Key points: ● The discussion includes crucial elements f…
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Win from Within with Desiree Reed-Francois
29:09
29:09
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Phil and Greg welcome Desiree Reed-Francois, the Athletic Director of the University of Missouri-Columbia, to this podcast. Discover how Desiree's leadership has reshaped Mizzou athletics, improving everything from student athlete experience to community engagement. You’ll hear about Desiree's fascinating journey, from her early days as a UCLA rowi…
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In this exciting episode of the SeaCaptainWay podcast, hosts Phil Bender and Greg Patton have the honor of engaging in a thought-provoking conversation with Brian Jones of Coaching4Executives, who is a GE6 Sigma Black Belt Master Black Belt and attorney. Known for his prowess in helping leaders enhance their skills and find solutions to their chall…
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Phil and Greg are joined by Jennifer Hensley, an accomplished Executive Coach with Sea Captain Coaching on this podcast. She has more than two decades of experience at a Fortune 100 company. Drawing on her competitive sports background, Jennifer anticipates multiple steps ahead, a mindset she applies to finding solutions for clients. Known as "The …
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Phil Bender dives into the essence of relationship-based prospecting in this episode, emphasizing the importance of core values and replicating those values with new clients. He unveils a powerful strategy for leveraging the upcoming holiday season to cultivate new referrals through introductions. The discussion shifts towards strengthening client …
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Emotional Toughness with Colonel Dan Cormier
26:59
26:59
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In this episode, Colonel Dan Cormier, Retired, Sea Captain Coach and Senior Instructional Design Manager at the Naval Leadership and Ethics Center, shares essential insights on thriving in high-stress environments with Phil and Greg. Fostering individual and team resilience is crucial. Tune in for an insightful discussion on thoughts and advice on …
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In this engaging episode, hosts Phil and Greg welcome Adam Knorr, a dynamic young copywriter and owner of Take Action Copy. Adam shares his inspiring journey from leaving a job to establishing his own business and relocating to Hawaii. Their conversation emphasizes the necessity of taking risks to unearth one's true potential. Adam's personal story…
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The Ebb and Flow of Leadership with TidePoole
19:42
19:42
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The Ebb and Flow of Leadership with TidePoole Meet Jeffrey Poole, a former yacht captain turned visionary Founder, Executive, and Advisor of TidePoole. Jeff's years at sea have honed his conflict resolution skills, a vital asset in his current venture. His firm, TidePoole, is a fusion of his expertise in technology, energy, sustainability, and mari…
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The Sea Captain Way for Financial Advisors
23:50
23:50
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Ahoy, listeners! Let's set sail with hosts Phil Bender and Greg Patton as they chart the course to personal and professional growth. In this episode, they unveil their new book, The Sea Captain Way for Financial Advisors, a labor of love merging 30 years of experience into a treasure trove of wisdom for Financial Advisors. Phil dives into the book'…
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Get ready for an inspiring episode as we dive into the remarkable journey of Financial Advisor Chris Koon. Chris overcame challenges due to dyslexia and ADHD, discovering personal growth through long-distance running. Chris is a determined and resilient individual who found success in his sales career after a serendipitous introduction to NM Managi…
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You're Not For Everyone with Kristin Andree
23:00
23:00
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What is your “uniquifier?” How can you differentiate yourself in a crowded market and take your career or business to the next level? Join us in this episode as we dive into the world of strategic thinking and personal branding with Kristin Andree, a highly respected business strategist, speaker, author, and podcaster with a passion for helping cli…
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Scaling Your Business with Scott Underwood
33:39
33:39
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Join us as we hear from Barron’s 1200’s Scott Underwood, the Founder & CEO of Socium Advisors at Northwestern Mutual. You’ll learn about the innovative business model he created, focusing on comprehensive planning rather than product selection. Learn how Scott's approach fosters long-term relationships with clients, emphasizing the importance of pe…
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How to Anchor Your Business with Ray Collins
15:42
15:42
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Are you ready to embark on a journey of reinvention and explore the untapped potential within you? Join us in this captivating episode as we dive into the world of Ray Collins—an award-winning TV news anchor who successfully transitioned into a thriving career as a global luxury realtor. Discover the transferable skills, strategies, and mindset nee…
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Growth Using Data and Coaching with Dave Thomas
19:18
19:18
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In this captivating episode of the Sea Captain Way Podcast, Greg and Phil welcome Dave Thomas, a Founding Partner at Sea Captain Analytics and a Wealth Management Advisor at Northwestern Mutual. As they embark on a new partnership, Dave and Phil delve into the world of analytics-driven wealth management and share their vision for energizing top per…
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Leadership: a Way of Being with Steve Frankl
30:50
30:50
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Join Greg and Phil in this episode as they dive deep into the world of entrepreneurship with Steve Frankl, owner of Frankl Consulting, who shares his wealth of experience in the financial services industry and his journey of starting a thriving venture. Uncover the challenges faced by business owners when hiring non-revenue generating personnel and…
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Commitment, Consistency and Confidence: the DeCelle Approach
31:43
31:43
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David DeCelle, President of Model FA Coaching, joins Greg and Phil to discuss strategies for improving the client experience and building an army of fans. David's coaching approach emphasizes the importance of growth, personal branding, and social media optimization to retain top talent. The conversation dives into the importance of elevating the c…
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“Mission Prosperity” features the wisdom of John Prosperi, a financial services executive who has held leadership positions at top wealth management firms like AllianceBernstein, Fidelity Investments, and American Funds. John has been a pioneer and thought leader in developing the model of how these firms marketed their services to Advisors instead…
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Early Productivity for Financial Advisors With Heather Price And Sabine Robinson
33:12
33:12
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Phil and Greg welcome special guests Heather Price and Sabine Robinson, who are former colleagues of Phil. Heather is a certified Master Coach and co-host of the Activity Coaching Conversations podcast, while Sabine Robinson is a renowned financial industry coach and author of the book Quick! The Cement is Drying. Sabine emphasizes the important ro…
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Phil and Greg interview Amy Jamrog, an author, coach, keynote speaker, financial advisor, and the founder of Four Wings Consulting in “Cue the Confetti.” Amy has helped hundreds of families successfully navigate money conversations, create new possibilities, and take action toward their dreams in her 25-year financial services career. Amy discusses…
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The Power of Essence With David Shechtman
32:08
32:08
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Are you ready to push beyond your boundaries and achieve profound personal and professional transformation? In this episode, executive coach David Shechtman shares his insights and expertise on achieving profound personal and professional transformation through mastering deep change. He works with CEOs, high potential leaders, and successful sales …
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Phil and Greg talk about the key to achieving peak performance in this podcast. They dive into the following topics: getting to know your audience, reflecting on times when you were operating at peak performance, designing an environment in which you have no choice but to perform, and tracking, or measuring, the appropriate metrics with a diagnosti…
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Connections and Trends in Social Media with 100th Monkey with Mich Hancock and Emily Loeffelman
24:37
24:37
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In the latest Sea Captain Way podcast, Mich Hancock, CEO of 100th Monkey, shares her insights on how social media reflects an organization's product, service, and culture. She provides great marketing tactics that businesses can use in 2023. Emily Loeffelman, the Social Media Marketing Manager of 100th Monkey, discusses the effectiveness of video o…
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In this episode, Phil and Greg are joined by John Wilson, who is an executive coach with over three decades of experience helping financial advisors take their practice to the next level. He is one of the first coaches at Sea Captain Coaching who was brought on board due to his talent, ability, character, and energy. John has a passion for songwrit…
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Succeeding Beyond Your Wildest Fears with Bob Teichart
30:19
30:19
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In this episode, Phil and Greg interview Bob Teichart, a personal advisor and confidant to business owners, highly compensated salespeople, and senior level managers. He has more than 40 years of experience providing coaching in the areas of leadership, team building, sales growth, and personal productivity to help his clients achieve their goals. …
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Moving the Needle on Your Growth with Jessica Stenzel
30:35
30:35
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In this episode, Phil and Greg interview new SCC Coach Jessica Stenzel, a lifestyle coach and consultant who helps professional women step into the highest version of themselves. Her experience includes serving as the Chief Recruiting Officer for a Fortune 100 company. Jessica specializes on leading and helping women move the needle on their growth…
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In today's episode, Greg and Phil discuss sales prospecting in the new year. They explain that many advisors like to engage with prospective new clients at the beginning of the year, when individuals are analyzing how their financial plan performed the previous year. An advisor can bring value to discussions with a prospective client in this contex…
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In this episode, Phil and Greg interview Coach Brian Smith, who has been the head coach of the University of Missouri (Mizzou) Wrestling program for 25 years. When he started, the program was in need of significant reform. He implemented a philosophy entitled “Tiger Style,” which helped turn things around. Tiger Style is all about doing the little …
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In this episode, Phil and Greg interview SCC’s Executive Coach Chad Myers, who specializes in growth mindset, goal attainment, establishing positive behavior patterns, and clarifying core values to enhance personal and professional lives. He believes that company culture is driven by core values and that it's important to promote a healthy lifestyl…
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Phil and Greg discuss the importance of gratitude in the workplace. They explain how expressing gratitude can build strong relationships with clients, and how it is particularly important as you wrap up your business year. Keypoints One of the key touchstones of Sea Captain Coaching’s practice is gratitude. SCC encourages its clients to embrace a s…
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In this episode Phil and Greg talk about Measuring Metrics/Charting Growth. Metrics are an important part of sales and marketing, and helps teams chart their growth and progress. By tracking metrics such as conversion rates, leads generated, and web traffic, teams can identify areas in which they excel and areas in which they need improvement. Metr…
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One of the greatest shifts financial advisors make in their practice is the point at which they move to running their firm. A priority at Sea Captain Coaching is helping clients understand how shifting from a monthly sales mindset to a quarterly CEO mindset allows for a more proactive execution of their business’s growth plan. It involves learning …
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Some changes are easy to make. For example, if you want to eat healthier, you can start by making small tweaks to your diet like adding more fruits and vegetables. However, it can be more difficult if they require changing long-held behaviors or beliefs. In this episode Phil and Greg talk about Shifting Behaviors/One-Degree Shift. They share how th…
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In this episode, Phil and Greg are joined by Alan Harlam, and they discuss Mastering Clear Purpose. Alan is an Executive Coach with Sea Captain Coaching as well as the founder of Alan Harlam Coaching. Alan’s coaching is based on a collaborative process that leads to learning, growth, and change. A key specialty of his practice involves focusing on …
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Life can be viewed as a journey with many different paths. What legacy will you leave behind? In this episode, Rabbi Cohen talks about how legacy is not just about what we leave behind when we die, but also about how we live our lives every day. By living our lives with intention and purpose, we can create legacies that will last long after we are …
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Building Leadership and Culture in a College Football Program with Eli Drinkwitz
34:19
34:19
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Building leadership and culture within a college football program is much like building it within your business or organization. Phil and Greg tackle this topic in this episode along with special guest Coach Eli Drinkwitz, head coach of the University of Missouri football team. Coach Drinkwitz shares his thoughts on how he became a coach, Mizzou’s …
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Advancing Women Leaders with Ellen Keithline Byrne
25:25
25:25
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In this episode, Phil and Greg are joined by Ellen Keithline Byrne of Her New Standard to discuss advancing women leaders. She provides an insight on what it takes to be a successful woman leader, and how to advance in male-dominated industries. In addition, Ellen talks about the challenges she has faced as a woman leader and how she has overcome t…
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In this episode, Phil and Greg are joined by SCC Coach Chris George, and they talk about emotional intelligence. Emotional intelligence is the capacity to be aware of and manage one's own emotions as well as the emotions of others. Chris discusses how emotional intelligence can be used in personal relationships, in the workplace, and in other setti…
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In this episode Phil and Greg are joined by Dan Cormier, a former U.S. Army Colonel. Dan shares his experience in leadership roles in various organizations and how he developed his leadership skills. He believes that leadership can be developed through training and observing other leaders. This episode provides useful insights and tips on leadershi…
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In this episode Phil and Greg discuss “Achieving Your Brand Standard,” what that means, and building a strong brand. They discuss how to define what branding means to you and your company, as well as how to create new branding standards that will help you shine in today's marketplace. Discover the critical importance of developing a clear and consi…
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Navigating the uncharted waters of post-covid growth
28:49
28:49
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In this episode, Phil and Greg are joined by Sea Captain Coach Chad Myers. They talk about the challenges and opportunities leaders face due to Covid and its after-effects. In the latter part of the conversation, Chad shares his experience writing his book Blind Vision. Tune in to this episode and hear more tips on how building brain power helps im…
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In this episode, you’ll hear about the concept of concierge client care and what it means to financial advisors. Phil and Greg discuss how Phil came up with this term in his practice, and how he adopted this client service approach after hiring his own concierge physician. Key Points: There seems to be a move away from one-dimensional planning towa…
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In this episode, you’ll hear about prospecting to your passions and how that helps build your business with like-minded clients. Phil and Greg discuss how keeping in mind your hobbies, interests and core values when prospecting for new clients will help grow your practice organically and ensure its longevity. Key Points: Phil and Greg discuss “pros…
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In this episode, you’ll hear about a mission-driven day and how you can help your clients create their own mission statements. Phil and Greg discuss determining your personal mission, shining your light out, and serving others. You will also hear about influencing individuals to pursue a team vision as well as how to determine what road hazards cou…
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This week, Phil and Greg discuss vision and embracing a CEO mindset. They talk about breaking free of boundaries and taking risks to pursue a vision, and they explain the metaphor of the “lighthouse beacon.” Phil encourages everyone to dream big, without any obstacles in your way. CEO Mindset means taking ownership of what you do every day as well …
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In this episode of the Sea Captain Way, Phil and Greg discuss core values and the importance of uncovering yours. They’re the filters for your decision making. While establishing your core values is one step, operating within them and being true to yourself is another challenge. Key Points Core values are an open architecture, in other words, you g…
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The Sea Captain Way is about energizing top performers to take risks, push outside their comfort zone, and pursue life-changing goals. Co-hosted by Phil Bender, Sea Captain Coaching's Founder, and Greg Patton, President of Trade Wind Marketing, the podcast investigates what it takes to navigate the uncharted waters of personal and professional grow…
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Ahoy! Welcome to the Sea Captain Way podcast with Phil Bender and Greg Patton, where we help listeners navigate the uncharted waters of personal and professional growth. The Sea Captain Way is about energizing top performers to take on risks and push beyond their comfort zone to pursue life-changing goals and achieve peak performance. We’re going t…
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continue reading