Exploring the past, present, and future of Canadian rowing athletes on their path to Tokyo 2020 - with a few meandering detours. Presented by Nicola Wealth. www.nicolawealth.com Your host, Adam Kreek, is an Executive Business Coach, author, and a two-time Olympian who won Gold as a member of the Men’s Eight at Beijing 2008. In this podcast, you’ll hear how the next generation of elite rowers evolved to who they are today, the challenges and excitements within their current training plan, and ...
…
continue reading
P&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path. See our disclosures here - https://www.schulzwealth.com/
…
continue reading
Prepr creates virtual labs that enable organizations to deliver collaborative learning experiences combining project-based learning, challenge based learning, and microcredential achievements in order to help students, employees, job seekers and startups upskill and re-skill, on their journey to becoming lifelong learners and problem solvers.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Genesis Of WeBuyHouses.com (with Jeremy Brandt)
49:01
49:01
Play later
Play later
Lists
Like
Liked
49:01
Jeremy Brandt joined me on the show this week to talk about what it was like to create a household name in WeBuyHouses.com. We talked about what led him to flipping houses in the first place, how he realized that scaling it could work on a national scale, and we also dove into the cyclical nature of the industry. Jeremy’s survived multiple housing …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Evolution Of Digital Marketing (with Brad McCormick)
56:17
56:17
Play later
Play later
Lists
Like
Liked
56:17
Brad McCormick, Principal at 10 Louder, joined Rob in the Schulz Wealth office to discuss all things digital marketing, including answering some common questions business owners have towards marketing. How do you start marketing if you haven’t before, and how much do you spend? How do you track success? And why should you continue to invest in mark…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Transitioning Your Business To ESOP (with Chris McKee)
59:12
59:12
Play later
Play later
Lists
Like
Liked
59:12
Chris McKee returned to the show to discuss the recent transition of his company, Venturity, into an ESOP model. Rob and Chris discussed what it means to have a company be employee owned rather than selling to private equity, why it’s so impactful for employees to be able to build wealth within their careers, and how the process went. Rob and Chris…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Life Of A Serial Entrepreneur (with Bob McCarthy)
58:01
58:01
Play later
Play later
Lists
Like
Liked
58:01
Bob McCarthy, a serial entrepreneur in a few diverse fields, joined me for a conversation on why he became an entrepreneur in the first place, what led him to sell his first company, and so much more. Bob was already hugely successful in his 30s, and we talked about what led him to continue his entrepreneurial pursuits even when he didn’t need to. …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Business Insights From An Olympic Gold Medalist (with Adam Kreek)
1:02:34
1:02:34
Play later
Play later
Lists
Like
Liked
1:02:34
Adam Kreek, a Canadian Olympic gold medalist rower, competed in the heavyweight division at the 2008 Beijing Olympics and has since become a coach for high-performing executives and organizations. As if his Olympic gold medal wasn’t impressive enough, Adam also rowed across the Atlantic Ocean! He’s a supremely motivated athlete and person, and ther…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What It Means To Sell Your Business (with Dane Craig)
50:01
50:01
Play later
Play later
Lists
Like
Liked
50:01
Dane Craig is the founder of Dakota Distributing, a company he recently sold after over two decades. Rob and Dane focused on what it means to sell your business, how he came to that decision, and what it’s like for him in this post-sale environment. Craig affirms the importance of not only maximizing profits but also of building relationships withi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Spine Surgery Guarantee With Jamie Rindler
46:07
46:07
Play later
Play later
Lists
Like
Liked
46:07
Jamie Rindler, founder and president of Marvel Group, has spent the last decade specializing in the business of spine surgery, despite not being a doctor himself. His history with and perspective on the industry led to the Marvel Group's patient-centric spine surgery program and business practices, a unique and successful approach in the medical in…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Emotional Impact of Wealth Planning With Cindy Arledge
58:41
58:41
Play later
Play later
Lists
Like
Liked
58:41
Cindy Arledge, a second-generation commercial real estate investment entrepreneur and family matriarch, has extensive experience in the family planning industry and a unique perspective on wealth management and family relationship nurturing. Arledge believes that successful wealth transfer across generations requires proper training, a strong famil…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Chef Forrest "Gump" Parker: Founder And Culinary Evangelist
48:51
48:51
Play later
Play later
Lists
Like
Liked
48:51
Chef Forrest “Gump” Parker, a renowned culinary expert, has made significant contributions to the vibrant food scene in Charleston, South Carolina, through his influential culinary tours. With experience gained from working with some of the most prominent figures in the culinary world, Chef Parker has developed a unique perspective on the connectio…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Starting The Entrepreneurial Journey During Covid with Will Young
50:03
50:03
Play later
Play later
Lists
Like
Liked
50:03
Will Young of Aerowave Technologies joins the show to dive into the importance of customer focus for business success. Discover how he expanded the company's product line to include safety and security solutions, positioning them for future growth, and why he believes that spending at least 40% of your time with clients is crucial for learning your…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Personalized Banking Services for High Net Worth Individuals With Bill Kresser
52:17
52:17
Play later
Play later
Lists
Like
Liked
52:17
Bill Kresser is a seasoned private banker at Origin Bank, with over two decades of experience providing tailored banking services and strategies to high net worth individuals and business owners. Kresser's perspective on private banking services and strategies is shaped by his focus on providing high touch, personalized services to his clients, sim…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Power of Autonomy in EOS Companies with Jeff Schafer
51:36
51:36
Play later
Play later
Lists
Like
Liked
51:36
Jeff Schafer is a seasoned entrepreneur with a strong background in simplifying processes, building trust, and autonomy. He believes that entrepreneurs are deeply invested in their companies and are willing to put in the necessary effort to succeed. By focusing on defining their vision, working with discipline and accountability, and ensuring team …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Corporate Executive to Business Owner with Matt Krzysiak
1:03:11
1:03:11
Play later
Play later
Lists
Like
Liked
1:03:11
Matt Krzysiak is the founder of Crest Solutions Group, an organization that helps its clients unlock their business’ potential by turning data into actionable information. Matt is a proven dynamic business leader, problem solver, and communicator known for delivering results. Before founding Crest Solutions Group, Matt held several C-suite and seni…
…
continue reading
Pete Essex is the Outscored VP of Sales at Sales Xceleration, a business and consulting services company and pioneer in outsourced sales leadership. With over 25 years of experience as a Vice President of Sales for Fortune 500 and start-up companies, Pete has established and rebuilt sales teams from the ground up. Using the Sales Xceleration proces…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
A Strategic Framework for Taking Your Business to the Next Level with Lily Tapia
44:35
44:35
Play later
Play later
Lists
Like
Liked
44:35
Lily Tapia is the founder and CEO of Exelvest Partners, a team of seasoned executives, finance professionals, and successful entrepreneurs who are passionate about growing companies and creating value. A creative corporate finance executive, Lily has over 30 years of experience in early-stage investing, private equity, commercial and private debt, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Creating the Best Business to Work In with Ross Paterson
1:06:20
1:06:20
Play later
Play later
Lists
Like
Liked
1:06:20
Ross Paterson is a performance and leadership coach. He is also the President of XM Performance, a consulting, training, and coaching firm that helps small- to mid-sized businesses accelerate their growth. Ross has over 30 years of experience leading, coaching, and teaching in a wide range of environments. He formerly served as the Company Commande…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Selling a Business, Timing, and Recessions with Brad Purifoy
49:43
49:43
Play later
Play later
Lists
Like
Liked
49:43
Brad Purifoy is an investment banker who serves as the Managing Director and Principal of Corporate Finances Associates Worldwide. With over 30 years of executive experience in the industry—including Fortune 500 corporate finance and Big 4 public accounting—Brad is a recognized expert in many transactions and was honored as the Sole 2013 finalist f…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Transactions, Estate Planning, and Buy-Sell Agreements with Pete Benenati
47:52
47:52
Play later
Play later
Lists
Like
Liked
47:52
Pete Benenati is a lawyer board-certified in estate planning and probate law by the Texas Board of Legal Specialization, and is licensed in Texas, Arkansas, New York, and Nevada. His firm, Benenati Law, is located in Bedford, Texas, and focuses on business, tax, estate planning, and the negotiation of business sales and executive compensation. Thro…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Secrets to Successful Business Buying and Selling with Alex Vantarakis
55:45
55:45
Play later
Play later
Lists
Like
Liked
55:45
Alex Vantarakis is a serial entrepreneur and national authority on mergers and acquisitions. He is the founder and President of The Vant Group, an industry-leading company that plans and supports business transfer transactions for a diverse client base. Since its foundation in 1999, The Vant Group has consistently outperformed industry averages alo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wired to Win in Business and Life with Rob Knight
38:04
38:04
Play later
Play later
Lists
Like
Liked
38:04
Rob Knight is the owner and CEO of the Independent Buyers’ Company, a full-service buying organization with over 6,500 members and 7,400 stores across 25 states in the country. Rob became part of the Independent Buyers’ Company in 2010 and served as its Vice President and co-owner before becoming its full owner in 2016. Prior to this, Rob worked wi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Increasing Company Valuation with Brandon James
50:41
50:41
Play later
Play later
Lists
Like
Liked
50:41
Brandon James serves as the Vice President for the Valuation Advisory team at Stout, a global investment bank and advisory firm that specializes in corporate finance, valuation, financial disputes, and investigations. Brandon has over ten years of experience providing service to publicly-traded and privately-owned companies on valuation-related mat…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Performance, Pain, and Purpose with David Rutherford
1:05:50
1:05:50
Play later
Play later
Lists
Like
Liked
1:05:50
David Rutherford is the owner, Lead Instructor, and Curriculum Developer of Froglogic Institute, an online education company that specializes in all subjects relating to and within the human condition. David—a former Navy SEAL, CIA instructor, and World Championship Performance Coach—has over 30 years of experience exploring human performance and t…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Future is Web 3.0 with Hamiz Mushtaq Awan
1:02:12
1:02:12
Play later
Play later
Lists
Like
Liked
1:02:12
Hamiz Mushtaq Awan is the founder of Plutus21 Capital, a quantitative and fundamental investment firm dedicated to opportunities in the next generation of the internet. Hamiz and the Plutus21 team combine data science and tech with their investment experience to create a proprietary adoption index for investing in adoption leaders and their fastest…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How We Make Long-term Decisions in This Economy with Austin Smith
37:00
37:00
Play later
Play later
Lists
Like
Liked
37:00
The current state of the economy is not exactly bullish. Disruptions left and right, scandals in the crypto industry, and inflation and interest rate hikes are all over the news. It’s tough to make a good call under these conditions, but you can mitigate some of the risks if you know where to put your money. How do you make sound financial decision…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Office Culture and Real Estate Advice with David Walters
48:27
48:27
Play later
Play later
Lists
Like
Liked
48:27
David Walters is the Senior Vice President of CBRE Fort Worth, a leader in commercial real estate services and investment with over 105,000 professionals in over 100 countries. He has over 22 years of experience in real estate, focusing on tenant reputation, consulting, government services, higher education, and consulting. He is a recognized exper…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Retirement Planning at 55 and Up with Marcia Mantell
57:56
57:56
Play later
Play later
Lists
Like
Liked
57:56
Marcia Mantell is a retirement business guru who helps clients navigate the confusing and increasingly complicated path of retirement planning. She primarily focuses on Social Security and Medicare, letting retirees enjoy the second half of their lives as worry-free as possible. Marcia is also behind Boomer Retirement Briefs, a blog that explores h…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Starting from Less than Zero with the Loftons
39:49
39:49
Play later
Play later
Lists
Like
Liked
39:49
Chris and Stephanie Lofton are the people behind Edens Touch Diversified, a landscaping company that serves municipal and commercial entities in the Dallas, Fort Worth area. The company provides complete landscaping services and uses cutting-edge technology to take clients on 3D walk-throughs of their dream projects. What separates Chris and Stepha…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Taking Risks and Being Accountable for Your Family Business with Jordan Jayson
1:02:08
1:02:08
Play later
Play later
Lists
Like
Liked
1:02:08
Jordan Jayson is the CEO and Chairman of US Energy Development Corporation, a private oil and gas firm founded in 1980 that provides direct energy investments. As the head of the company, Jordan is in charge of overseeing its strategy, vision, and change management implementation. Before becoming the company head, Jordan earned over a decade’s expe…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Making a Charitable Impact for Your Exit Strategy with Stan Ninemire and Amanda Lewis
33:21
33:21
Play later
Play later
Lists
Like
Liked
33:21
Amanda Lewis and Stan Ninemire are part of the North Texas Community Foundation, a non-profit organization that helps donors support causes that matter to them through tax-efficient strategies. Amanda is the Director of Charitable Gift Planning and assists clients with philanthropic advising and solicitation of donor prospects. Stan Ninemire is the…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Getting the Right Insurance for Retirement and Security with Jon Thurmond
53:22
53:22
Play later
Play later
Lists
Like
Liked
53:22
Jon Thurmond is a managing partner at Axis Financial, a financial services company that helps customers get insured and plan for medical emergencies, retirement, and wealth transfer. Before becoming a managing partner, Jon was a full-time insurance agent from 2005 to 2019. This experience allowed him to specialize in cold-calling, direct sales, and…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Identifying Your Business' Market Value with Pam Vincent
43:21
43:21
Play later
Play later
Lists
Like
Liked
43:21
Pam Vincent is the President of Transworld Business Advisors, a company that helps clients buy or sell businesses. She has over 30 years of experience in marketing, sales, and retail, with 18 years spent in the technology industry across various leadership roles. As part of Transworld Business Advisors, she specializes in business valuation, closin…
…
continue reading
James “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small to midsize businesses. With over 35 years of experience, Jim has handled matters concerning commercial litigation, trying arbitrations, and lawsuits from a state and federal level. Jim helps business owners protect their assets and companies, especi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Appreciating the Luck that Comes with Success with Jay Holstine
33:19
33:19
Play later
Play later
Lists
Like
Liked
33:19
Jay Holstine is the CEO Peer Group Advisor and a coach at Vistage, an organization that has catered to CEOs and company presidents for over 50 years. The company’s goal is to provide resources that can help business leaders grow their businesses. As a coach, Jay meets with members once a month to offer in-person sessions that explore what clients a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Reassuring Our Clients during Tough Times with Austin Smith
23:35
23:35
Play later
Play later
Lists
Like
Liked
23:35
The past two years have been—and still are—extraordinary times. With extraordinary times come unexpected market shifts and economic uncertainties resulting in concerns over retirement funds. While we do pride ourselves on being the best at managing our clients’ finances, we’re not bold enough to predict what the market will do tomorrow, next week, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What It Means To Be An Entrepreneur with James Loomstein
1:02:26
1:02:26
Play later
Play later
Lists
Like
Liked
1:02:26
James Loomstein is a managing partner at Rogue Marketing Agency, a digital strategy agency headquartered in Dallas. They help businesses build growth-oriented mindsets through business consulting and technology-marketing services. James is an expert in brand strategy, strategic marketing planning, paid media management, and event marketing and exec…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What To Do With Your Property in Today’s Economy with Mark Cabal
42:03
42:03
Play later
Play later
Lists
Like
Liked
42:03
Mark Cabal is a professional realtor who runs Mark Cabal Realty with his wife, Brenda. Mark has been in the real estate scene for over 15 years. He witnessed the state of the market in 2008 and used his experience to navigate the crash in 2020. He produces $25 million yearly in real estate transactions and is in the top 5% of over 700 agents in the…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mentoring Your Career and Humanity with Burt Hicks
50:59
50:59
Play later
Play later
Lists
Like
Liked
50:59
Burt Hicks is the President and Chief Strategy and Growth Officer at Encore Bank, a private boutique bank that provides a full suite of financial products and services with a commercial focus on businesses, owners, professionals, and their families. As Chief Strategy and Growth Officer, Burt’s specialties and responsibilities include strategic and …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Building an Efficient HR Team with Jennilee Autry
53:33
53:33
Play later
Play later
Lists
Like
Liked
53:33
Jennilee Autry is the HCM Account Executive at Paylocity, a product suite built for both HR and Payroll solutions and designed for the employee experience. As the company’s HCM Account Executive, Jennilee incorporates a consultative approach to the company’s sales technique, is capable of finding promising prospects, and is persistent without being…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Never Stop Planning Your Finances with Kevin Kennedy
50:42
50:42
Play later
Play later
Lists
Like
Liked
50:42
Kevin Kennedy is the President of Kennedy Wealth and Tax Management, a financial business founded in 1995. Their team of retirement specialists provides investment advising and consultation to clients with assets over $1 million. Their services include tax management and financial planning with a focus on retirement. Kevin started the company becau…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Running Everything on the Cloud with Kelly Herrod
40:07
40:07
Play later
Play later
Lists
Like
Liked
40:07
Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod Tech is an information technology and services company that supports businesses by managing their IT, including cloud computing services. Their clients include law firms, oil and gas companies, architects and engineers, churches, and nonprofits. As President, Kelly o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Family Transitions from the Perspective of the Next Generation with Chad Bruce
52:28
52:28
Play later
Play later
Lists
Like
Liked
52:28
Chad Bruce is the President of GluDown, a business that serves the construction adhesives market through aerosol and canister adhesives, epoxies, sealants, foam tapes, and more. As President, Chad is responsible for keeping the company up-to-date with the latest in adhesive technologies to ensure their customers get the best possible solutions for …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Creating Value in Your Business with Georgine Muntz
38:22
38:22
Play later
Play later
Lists
Like
Liked
38:22
Georgine Muntz is the CEO and Strategic Advisor of Visual Matrix, a software development company that provides an all-in-one property management system for the hospitality industry. They serve over 2,000 properties across 30 countries. As the company’s CEO and Strategic Advisor, Georgine drives innovation and growth strategies that create long-term…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Protecting Your Business from Cyberattacks with Michael Young
51:48
51:48
Play later
Play later
Lists
Like
Liked
51:48
Michael Young is the Owner and Senior IT Consultant of Computer CPR, a firm that provides over 140 small businesses of various industries with expert computer repair and IT support, emphasizing cybersecurity. Michael started Computer CPR in 2007 when he noticed the need for a proper IT support company that would go beyond basic troubleshooting. Mic…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Using Data To Promote Driver Safety with Rick Larkin
50:32
50:32
Play later
Play later
Lists
Like
Liked
50:32
Rick Larkin is the Chief Information Officer at BCB Transport, a trucking company in Texas that empowers its independent contractors, employees, and truck drivers. Unlike most transport companies, Rick is big on driver safety, making critical decisions based on data—especially with the pandemic persisting. With over 10 years of leadership experienc…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#33 | Bermuda to Canada: The Immigration Story of a Strategic Consultant | Digital Deep Dive
20:29
20:29
Play later
Play later
Lists
Like
Liked
20:29
Tevis arrived in Canada at the University of Western Ontario for an adventure into the unknown. Altering his original plans to return home to Bermuda after his studies in political science, Tevis opted to remain here, rediscovering his love for creative work in a new career path at a strategic marketing consultancy. Let’s hear his story.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#32 | Values Speak to Winning Streak with Olympic Gold Medallist Adam Kreek | Digital Deep Dive
1:02:41
1:02:41
Play later
Play later
Lists
Like
Liked
1:02:41
Adam Kreek used to represent Canada on its National Rowing Team in 2021. Since then, Kreek won three Olympic gold medals for Canada. After his athletic career, Kreek's work has focused upon executive leadership and performance, and in 2019 he published his first book The Responsibility Ethic: 12 Strategies Exceptional People Use to Do the Work and …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Planning for Your Business Transition with Trey Dacy
58:06
58:06
Play later
Play later
Lists
Like
Liked
58:06
Trey Dacy is a partner at Insurica, an insurance broker specializing in construction, energy, manufacturing, and healthcare. He has decades of experience in the industry, particularly in commercial property and casualty insurance, making him an expert in business protection. Before merging with Insurica, Trey was the owner of First Texas Insurance …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#31 | Confessions of an Obsessed Dataphile at the Beginning of Her Career | Digital Deep Dive
20:38
20:38
Play later
Play later
Lists
Like
Liked
20:38
Former F.U.N.® program graduate and team lead Taylor talks with us about her experience in the program, balancing the demands of school at the same time as a multi-hat role in financial services, innovating around the challenges posed by Covid-19.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
#30 | The Role of a Careers Consultant in the Wake of Covid-19 | Digital Deep Dive
20:26
20:26
Play later
Play later
Lists
Like
Liked
20:26
Let’s talk to an employment counsellor in the London Ontario area about how Covid-19 changed the labourmarket landscape and as a result, the nature of her work. Leanne has been decorated for her achievements in her role and her insights are greatly benefitted by the employers she talks to every day about their current needs and expectations for the…
…
continue reading
Gil Vollmering is the owner of Waters, Vollmering & Associates, an accounting firm headquartered in Mansfield, Texas that has been providing service since 1985. Before becoming a firm partner, Gil was with the IRS for over ten years as a revenue agent and internal auditor. In addition to this, Gil has over 20 years of public accounting experience. …
…
continue reading