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Upreneur

Uprenuer with Jeremy Straub

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Upreneur is a podcast series that explores diverse entrepreneurial ventures with insider tips about how to spark your vision and begin your future. Each week, Upreneur host Jeremy Straub interviews leading CEOs and entrepreneurs, from South Florida and beyond, offering a unique glimpse into their success. The Upreneur podcast has partnered up with SCORE to help bring engaging conversations with today’s top leaders and business owners.
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Hello I'm Louise Boyce, aka Mama Still Got It. I'm a mother of three, a fashion model and a believer that we must get better with age (otherwise what's the point?). My podcast is for you if you're a mother, but passionate about holding onto your identity as a woman (amen) and enjoy listening to like minded brilliant and honest women talking all things that any mother and woman can relate to - whether it's surviving the summer holidays or make up hacks that I've learnt from the best make up a ...
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…
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Entitlement is the opposite of flow and perhaps the most damaging frame to have over the long term in your climbing. This can come from training, previous sends, or comp placement. Hear stories about Daniel Woods and other pro-climbers who have avoided this frame. And hear from Tim Kang and Josh Horsley about how they coach others and themselves to…
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We love board climbing. And if you do too, or even if you are just board curious, this episode it for you. The history of boards, board training, board ethics, board best practices, the future of boards. BOARDS!! This was a special in person recording in Colorado with part of the Tension Climbing crew (Will Anglin, Michael Rosato, and Quinn Spadafo…
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Dave Burleson is one of the top agents for professional climbers. He's part of Reppa Athlete Managment that represents athletes like Sean Bailey, Nathaniel Coleman, Nina Williams, Jesse Grupper… the list goes on, but all of them have been on the podcast so we put them here first! Before being an agent, Dave worked at the iconic brands Petzl and The…
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Episode #100!!!! Thank you all for the support. What a journey it’s been. This episode was an absolute banger that encapsulates a lot of the Testpiece message. Tim and Josh break down the ‘Simple’ path that the best climbers follow to being great. And then they detail the appropriate role that strength plays in this path. They also go over the late…
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In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This …
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Nina Williams pushes the limits in every discipline of climbing there is… comps, bouldering, highball bouldering, big wall, sport climbing, and even free soloing. In this episode she takes us through a harrowing experience she had while free soloing the Casual Route of the Diamond, a multi pitch 5.10. Nina ended up off route during the climb and th…
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Tim Kang was just in SLC for the World Cup and NACS. He got to watch and session with some of the best climbers in the world. Hear from Tim what his major takeaways were that can help you too. SHOW NOTES: Honnold’s Comments About Competitions and $ Petzl Roc Trip James-Caro Wedding Present Text the show! (ps -- it won't let us reply, it you want a …
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In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose an…
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Davin Bagdonas has developed 1000’s of climbs all over the world. Elite climbers, fellow adventurers, and previous podcast guests, like Jimmy Webb, Jamie Emerson, Roman Yalowitz, Eric Jerome call up Davin when they want to go on a wild adventure to try to find the best boulders in the world. Davin takes us on a trip around the world to places fraug…
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You’re midway through a redpoint burn and you’re tired. There’s a bunch of moves to go and you tell yourself that you’re so tired right now there’s no way you’ll ever send. But the truth is, you have no idea how far you will get or if the send is actually right there for the taking. You can’t trust your feelings! Tim and Josh tackle the problem of …
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Palmer Larsen is one of the top coaches in the country. This podcast has soooooooooo many helpful tips and frameworks to get you to the next level. DO NOT MISS his description of how to foster an environment for long term success via deliberate practice @ ~1:28! He is the head coach of Momentum Climbing Team, in SLC, one of the top climbing teams i…
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In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach t…
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What is the best way to approach a climb? It’s a simple question that may be one of the most important things to ask yourself before you pull on each time, but it’s never talked about. Tim Kang, professional climber and coach, shares the fundamental strategy needed to get your best performance each time. Announcement!! $5 Patron’s now have access t…
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Allison Vest has THE STRONGEST FINGERS IN THE WORLD (according to the internet), and she is finally releasing her secret training plan to us! It’s only $9.99, and the best part is Testpiece listeners get 20% off for a limited time! Get it here NOW! 🥸 Allison shares about what it’s like to climb with the extremely strong fingers and why that’s impor…
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David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Ty…
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Tim Kang and Josh Horsley explore how often to have limit sessions. What limit sessions really mean. And what non-limit sessions look like. They also cover the latest news, give important PSAs, Pro-Tips, and of course there is a rant. There’s always at least one rant. SHOW NOTES: GoFundme for Adriene Felipe Hoo Beastmaking Book Text the show! (ps -…
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That's right ladies and gentlemen -- Jimmy Webb! Jimmy is one of the best climbers our sport has ever scene, and one of the humblest and kindest climbers as well. Please enjoy this wide ranging but always fantastic chat with Jimmy Webb. Text the show! (ps -- it won't let us reply, it you want a reply, email hi@testpiececlimbing.com) Support the Sho…
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In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric…
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The topics are in the title! A big focus on what Tim is “re-learning” as he comes back from his serious knee injury. SHOW NOTES: Team Trials Instagram Post by Ryan Paul Robinson on Hueco Rock Rodeo Nathaniel Flashing Scarface Text the show! (ps -- it won't let us reply, it you want a reply, email hi@testpiececlimbing.com) Support the Show. Support …
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Martin Keller is one of the few people to boulder 8C+ / V16... But what's really incredible is he just did it right before he turned 46 years old! Martin is an incredible climber, coach, and teacher. In this episode he shares: How to gain limit strength, rather than just getting tired. The best way to project climbs (he's famous for his decade plus…
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In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a g…
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Tim’s back at it and with a big smile. Hear how he’s been returning to his peak strength after injury. Tim also talks about how he coaches clients through plateaus. Big shout outs to the crews that make life special for Tim and Josh and what they did to help them be their best. Bosi repeats ROTSW, and just about every other hard thing in the world.…
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Matty Hong takes us to Mallorca where he snagged the second ascent of Big Fish. A 9a deep water solo that culminates in a dyno at ~20m / 60ft! Matty was out there filming for the latest Reel Rock climbing with the legend Chris Sharma. Since he is often the guy behind the camera we asked him to share some tips for any aspiring climbing film makers a…
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Arielle Minicozzi-Figueroa is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. In addition to her work with Sphynx, Arielle is a partner and financial planner at Modern Money Advisor, where she focuses on working with you…
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Drugs, cruxes, moonboarding, injuries, making climbs your b*tch... This one's got it all! Tune in for tons of pro-tips that will help you climb better today, and set yourself up for the long term success that we all are striving for. SHOW NOTES: 2017 V8 / 7B+ on Moonboard 2016 Set Podcast #33 with Andy Tollefson Text the show! (ps -- it won't let u…
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The man, the myth, the Mustache — Keenan Takahashi! Keenan shares his unique approach to climbing. He seeks out the best lines in the world and then uses that as fuel to transform his body and mind so that he is able to climb them. Keenan also has created one of the coolest new brands in climbing, ANTIGRAV, that embodies his psyche and ethos for cl…
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Eric Simonson is the CEO of Abundo and in charge of driving our mission of providing high-quality, conflict-free financial planning to everyone. In addition to managing the team, he works with a small but amazing group of clients and helps them work towards their financial and travel goals. Eric is a passionate foodie and enjoys meditation. He is a…
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2024 is off the a bang with incredibly hard bouldering FA’s happening non-stop. Is this because USAC caused one of the strongest crews in the world to stop training for the Olympics and start crushing rock again? Hear more from Tim about what a session is like when multiple V16 climbers get together to try the hardest boulders in the world. Text th…
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Sean Bailey came on Testpiece and shared his decades of experience from sending and competing at the absolute top of the sport. Sean truly is one of the best climbers in the world right now. Sean recently FA’d the low start to Evilution [“Devilution”] which was a long standing sought after project that clocks in around V16 and is now one of the har…
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Tim shares a common problem that holds people back that he sees in even some of the top athletes he coaches. They jokingly call it "Vomit Mouth". Learn about what this is and how you can make sure to avoid it in your sessions. SHOW NOTES: Noah Wheeler on Sleepwalker Text the show! (ps -- it won't let us reply, it you want a reply, email hi@testpiec…
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MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast! John Prendergast, founder and CEO of Blueleaf joins us to discuss how advisors can engage clients through …
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Carlo Traversi is back to tell us about his recent FA of The Dark Side V16 (suggested grade) in Yosemite. Josh thinks this FA will go down in the history books as THE testpiece of our generation in Yosemite bouldering. Tune in and see what you think. Carlo explains the incredible tactics he had to employ to get this FA done. It was absolutely mindb…
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Happy New Year, my dude. Tim and Josh get meta about how to have the best 2024 possible by asking the question — why can’t all sessions be good ones? SHOW NOTES: Mastery by Robert Greene Atomic Habits by James Clear Text the show! (ps -- it won't let us reply, it you want a reply, email hi@testpiececlimbing.com) Support the Show. Support us on Patr…
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Today we are joined by Kristen Luke, the President of Kaleido Creative Studio and Author of "Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing". In this episode of the Model FA Podcast, we are joined by Kristen Luke to discuss effective marketing strategies for financial advisors. We emphasize the importance of fin…
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Jeremy Meigs and Joel Ruscher are West Coast bouldering OG’s. They started climbing 3 decades ago and were part of the birth of modern HARD bouldering. Tune in to hear about the early days of bouldering and how it set the tone for what’s going on today. There’s tons of can’t miss stories about young Chris Sharma and what Hueco, Bishop, and Font wer…
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F*CK! Tim busted his knee. Not the best way to spend the holidays... The main topic for this episode is what Kids do better than Adults, and what Adults do better than Kids. Tim and Josh also talk about the latest ascents of two previous Testpiece Guests -- Defying Gravity by Nathaniel Coleman, and Sleepwalker by Zach Galla. This leads into a discu…
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Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill compl…
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Zach Galla has been ticking off some of the hardest boulders in America while simultaneously competing at the highest level. He’s always vying for the podium in any US competition and has spent time on the World Cup circuit as well. Zach goes deep on this podcast about what it’s really like to compete at these high level comps. What the setting is …
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Why do we call board climbing “not technical”? What does this really mean? Board climbing wasn’t the planned topic of the day, but once Tim and Josh get talking about boards they have a hard time stopping! Then Tim and Josh talk about being the Conductor of your climbing, and how/when to employ two major mindsets during your sessions. SHOW NOTES: S…
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Meet Josh Kosnick - provider, recruiter, teacher and leader. He is the Type-A alpha male that loves to compete, drink bourbon and smoke cigars; however, Josh never shies away from sharing his vulnerable side. He’s passionate about men’s mental health – healing, talking about emotions, supporting each other – and will continue to advocate for this. …
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Jesse Grupper recently punched his ticket to Paris 2024 as part of the men’s USA Olympic team! This is on top of his already incredible last few years with multiple gold medal wins at the WC, an incredible flash of Livin’ Astro (14c), AND his flash of Pure Imagination (14c) just the day before recording! Jesse is on a tear at comps, outdoors, on le…
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Which board is best?! Tim and Josh disagree... but not for the reason you might expect. Spray Wall or Standardized Wall? Wood holds or plastic? What angle? Tim and Josh love board climbing and we know you do too. They dive into the nuances of what makes a board great, and maybe more importantly, who that board is great for. SHOW NOTES: Spraywall vs…
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Brooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisors themselves. Throughout her career, she found advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve…
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“Motherf*cking Squamish beta, don’t try hard!” — Nalle Hukkataival Squamish is having a renaissance and Ethan Salvo is part of the team of young guns making it happen. Him and his crew are repeating the hardest boulders Squamish has, and adding their new ones to the list. And that’s special, because these boulders just don’t get done very often. No…
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How much would you pay to smoke a joint with Chris Sharma? What about have Daniel Woods be your sommelier for the night? Tim and Josh start off by talking about Sean Bailey’s viral post about his struggles making it as a Pro Climber. For the ‘Topic of the Day’, Tim and Josh share tips and tricks on how to shift into Outdoor climbing mode after a lo…
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Tara Tussing Unverzagt grew up with one of the first CFPs but started her career as a computer programmer, project manager at a software company. She turned to financial planning when she got married and wanted to work from home to raise children (just like her mom had.) She started South Bay Financial Partners in 2014 after working in her mom's bu…
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Roman Yalowitz is here and he’s going to break your projects and crush your dreams, just like he did to Josh 😭. Actually… Roman has been doing the complete opposite in Tahoe for the last 10 years! He is a prolific developer that is leading the new “Golden Era” going on in Tahoe right now. Roman, Jimmy Webb, and a handful of other world class climbe…
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The routesetting at your gym is the one of the main ingredients of getting you better at climbing. Does your gym have bad, good, or great routesetting? Do you even know the difference? What do you do if your gym’s setting sucks?! Tim and Josh also address some of the latest V16 downgrades as well as some controversy over a comment Josh made about “…
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Andy Lamb has climbed multiple V16’s, flashed multiple V13’s, and placed as high as 3rd in Bouldering Nationals. But you’ve probably never heard of him because he’s not a professional climber, his Instagram is rarely updated, and his 8a scorecard is pseudonymous. And yes, Andy and Katie Lamb are brother and sister! Hear Andy’s unique path in climbi…
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