Nathan Mersereau Podcasts

In this episode, Nathan and Stephen discuss: Investing time into your passion Stepping out of your comfort zone Being unafraid of failure Listening to fear Key Takeaways: Consider activities that you are passionate about or put you in a flow state. Spending more of your time doing these things will propel you to a more satisfying or meaningful life…

In this episode, Nathan and Alison discuss: The importance of constructive communication within families Why inheritors need to understand family decisions The differences between a single-family and multi-family office The challenges and opportunities within family wealth succession Key Takeaways: It is critical for inheritors to understand why de…

In this episode, Nathan and Tyson discuss: Who is affected by Artificial Intelligence (AI)? How AI affects social media Using AI for good The impact of technology Key Takeaways: Everyone’s life is affected by AI even if you’re not social media connected, it’s that pervasive at this point. AI is affecting social media and it is inorganically promoti…

In this episode, Nathan and Michael discuss: Understanding that wealth planning is a journey How families can practice wealth stewardship The impact of wealth on family dynamics The importance of strategic milestones Key Takeaways: Families who have done little planning cannot expect to “fix” it in one meeting. It starts with understanding that pla…

In this episode, Nathan and Lisa discuss: The importance of mentorship Practicing reverse mentoring What a good culture looks like The burden of perfectionism Key Takeaways: Mentorship doesn’t focus on the “how” but on the “why” of the job. Whether you are the mentor or the mentee, you have to come into the meeting with an agenda or else you’ll bot…

In this episode, Nathan, Haith and Henry discuss: Turning into the needs of your customers The importance of tenacity and determination Know your "why?" Building a business with purpose Key Takeaways: Keep a pulse on what it is your market or clientbase needs. Don’t let yourself be stuck on what service you want to provide, but learn to implement s…

In this episode, Nathan and Ed Morton discuss: The fulfillment of giving back Learning from your mistakes Importance of building trust in any organization Leadership is influence Key Takeaways: In every step of the way, consider those that have yet to reach where you are and help them along. We have a responsibility to give to others the opportunit…

In this episode, Nathan and Marcus discuss: The importance of media presence Winning at what you want Building your dream, career, or business Importance of accountability in keeping your word Key Takeaways: Video is becoming more and more important. Think about how your authentic identity can appear in public and social media. Win at something tha…

In this episode, Nathan and Vinay discuss: Being ready when opportunity unfolds The trap of setting conditions for your happiness Minimizing regrets in life Avoiding the burden of expectation Key Takeaways: Some people say that life is all about drive, setting goals, and attaining success but in life, opportunity can lead to doing something you did…

Doug Speight: Leaving a Legacy In this episode, Nathan and Doug discuss: How entrepreneurship takes curiosity Leaving a legacy Approaching each day with humility Taking care of our ecosystem Key Takeaways: Entrepreneurship takes a certain degree of curiosity - a love for learning new things and making new solutions for unaddressed problems. At some…

In this episode, Nathan and Tom Graney discuss: Aligning life plans and investment plans Importance of focusing on client needs Why listening is so important Learning from your clients Key Takeaways: The most important thing we could do is to help people identify their life goals and objectives and match those goals with their investment plans. Alw…

In this episode, Nathan and Jack Uldrich discuss: How to be a futurist? The challenge of unlearning Trends to keep an eye on Importance of being aware of risks Key Takeaways: Anyone can be a futurist, different people can take different paths into becoming one as long as you are curious about the future, are concerned about the world making it to t…

In this episode, Nathan and Jennifer discuss: The demand for mental health services De-stigmatizing conversations around mental health Contributions of women in leadership What makes Lightfully Behavioral Health unique Key Takeaways: The arrival of the pandemic exacerbated existing mental health issues in many people. The demand for mental health s…

In this episode, Nate and Brian Gast discuss: Why people don’t find fulfillment when they are living in success Learning from failures and blowups Taking an honest inventory Seeing the deeper need Key Takeaways: Happiness and fulfillment is an inside job. You can’t buy your way into it, it’s not something that has to happen externally, fulfillment …

In this episode, Nathan and Sara Vladic discuss: Sara’s role as the storyteller for USS Indianapolis The story of USS Indianapolis. What Sara has learned over the 17-year-long project. The legacy of the USS Indianapolis.   Key Takeaways: A perfect storm of miscommunication occurred in the disaster of the USS Indianapolis sinking on July 30, 1945. O…

Rob Follows: Founder and CEO of STS Capital Partners In this episode, Nathan and Rob Follows discuss: The STS Capital Partners value proposition. Issues business owners should consider before selling. Philanthropy and creating legacy. Setting big goals to inspire your heart and mind. Key Takeaways: It’s not what you think you’re worth as a seller, …

In this episode, Nathan and Jennifer Crute Steiner discuss: Alsana, an eating disorder recovery provider in California, Alabama, and Missouri. Jennifer’s career path and personal motivation to destigmatize mental health. How Jennifer uses Enneagram in her organization. Leading people through change, conflict and self-discovery.     Key Takeaways: M…

In this episode, Nathan and Bill Emerson discuss: Bill’s upbringing, college days at Penn State and lessons learned from his father. How team sports shapes people. Bill’s journey from loan officer to CEO of Quicken Loans. Leadership insight, the importance of serving others and what motivates Bill today.       Key Takeaways: You don’t have to be th…

In this episode, Nathan and Kim Laughton discuss: Kim’s role at Schwab Charitable How donor-advised funds work Charitable giving trends Kim’s career track and what fuels her mission to increase giving at Schwab Charitable Advice Kim would give to her 20-year-old self. Key Takeaways: Every dollar matters and everyone can make an impact by giving to …

In this episode, Nathan and Liz Hwang discuss: How Liz learned entrepreneurship from a young age while watching her parents. Liz’s passion for helping entrepreneurial women. The power of conversation and mentorship. Advice Liz would give her 20-year-old self. Key Takeaways: You have to be quick to adapt to the changing environments in the business …

In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success. Key Takeaways: Technology integration is critical in any M&…

In this episode, Nathan and Kathy Laurinaitis discuss: Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates. Kathy's career path and milestones. What it’s like for Kathy to have her life showcased on a reality TV show. Advice Kathy would give to a 20-year-old self.  Key Takeaways: We learn th…

In this episode, Nathan and De Lacy Davis discuss: The importance of teaching young people financial literacy. How becoming a police officer inspired De Lacy to give back to his community. The importance of mentorship and building the next generation. The signs of a great leader. Key Takeaways: There is a hunger and need for children in poverty to …

In this episode, Nathan and Leslie discuss: The process of creating effective brand strategies. The Easy Button story. The challenges of balancing work and family. Advice for a 20 year-old Leslie. Key Takeaways: A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to …

In this episode, Nathan and Bernie discuss: How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets. Bernie’s career track in the investment industry. Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people. What opportunities Bernie sees for the future. Key Takeaways: Amassing g…

In this episode, Nathan and Amanda discuss: What attracts people to lululemon. Amanda's global career journey at lululemon. How vision and goals create a possibility mindset. Amanda's experience of moving out of a place of fear and into a place of trust. How the practice of yoga allows you to show up for yourself. Key Takeaways: Be comfortable with…

In this episode, Nathan and Nikki Raimi discuss: Nikki’s life and career path. Networking companies and how they work. How Nikki went from a teacher, to a stay at home mom, to a running her own business. Lessons learned in being true to yourself and empowering others. Key Takeaways: Making a clear plan and setting goals are the key. Stay true to yo…

Alexis Glick: CEO of GENYOUth In this episode, Nathan and Alexis Glick discuss: What motivates Alexis as CEO of GENYOUth Alexis’ journalism career track through CNBC, The Today Show and Fox Business Network Her favorite interview. Lessons learned from her experience in journalism, philanthropy and leadership. Key Takeaways: Everyone has a role to p…

Devlin Fenton: CEO of Go99 In this episode, Nathan and Devlin discuss: - Go99’s vision of being the Uber of the trucking industry. -Devlin's path from South Africa to Vancouver. -Common themes Devlin has observed in business. -How investing in your people pays dividends. -What Devlin is looking forward to. Key Takeaways: -Have the right people on y…

Rumia Ambrose-Burbank: Co-Founder and President of VMS365 In this episode, Nathan and Rumia Ambrose-Burbank discuss: -How VMS365 - Vendor Management Solutions 365 - started and its focus today. -Rumia's background, career path, and milestones. -Challenges of being a female minority business owner. -What motivates Rumia today and why she wants to gi…

Ruth Zukerman: Co-Founder of SoulCycle and Flywheel In this episode, Nathan and Ruth Zukerman discuss: How spinning can be a cathartic mind-body experience. Ruth's career path, milestones and lessons learned. Ruth's launch of her book: Riding High What Ruth would tell young female entrepreneurs. Key Takeaways: People carry stresses and baggage thro…

Mark Tibergien: CEO, Pershing Advisor Solutions In this episode, Nathan and Mark Tibergien discuss: BNY Mellon and Pershing Advisor Solutions. The importance of organizational adaptation to change. Mark’s career path and milestones. The importance of people management. Making an impact through financial literacy. Key Takeaways: Find ways to differe…

Jason Raznick: CEO & Founder of Benzinga In this episode, Nathan and Jason Raznick discuss: What is Benzinga and who they serve. How the Benzinga name was created. Jason's career path and milestones. How Jason navigates hiring and growth. Three words describing Jason's startup journey. Key Takeaways: Look to solve problems with ideas, content and p…

Stuart DePina: Group President Envestnet | Tamarac In this episode, Nathan and Stuart DePina discuss: How Envestnet | Tamarac differentiates itself. Stuart's career path and milestones. Lessons learned through determination, opportunities and failure. The Tamarac story and Great by Choice book. Stuart's motivation and what he'd tell a 20 year old s…

Howard Behar: Former President of Starbucks In this episode, Nathan and Howard Behar discuss: How did the servant leadership model evolve in Howard's story? Howard's career journey. What is servant leadership all about? How mentors are important to have in every aspect of life. Key Takeaways: Servant leadership is putting others agenda above your o…

Tanya Hall: CEO, Greenleaf Book Group In this episode, Nathan and Tanya Hall discuss: How Greenleaf Book Group helps authors get published. What motivated Tanya to publish Ideas, Influence and Income. What components are necessary for a successful book launch. Tanya’s career path, lessons learned and principles applied. Key Takeaways: Authors shoul…

Ellyn Davidson: President, Brogan & Partners In this episode, Nathan and Ellyn Davidson discuss: Who is Brogan & Partners. Pivotal moments in Ellyn's career. How a mentor influenced Ellyn. How dealing with cancer created a new perspective on life. Key Takeaways: Focus on creating a healthy culture when you take over a business. As a mentor, allow t…

Mark Moses: CEO and Founder, CEO Coaching International In this episode, Nathan and Mark Moses discuss: What is CEO Coaching International? Why should you go with your gut? Be careful who you hire. Key Takeaways: Hiring people like yourself can be dangerous. Hire top talent that fits your culture. Figure out what you want in life and business. "If …

Anthony Venus: CEO and Co-founder, YayPay In this episode, Nathan and Anthony discuss: What is YayPay? What are some of the defining moments that brought you to where you are today? Where did the name YayPay originated? How have you used the idea would I spend a day in a canoe with you in your business? Key Takeaways: What goes up does come down. T…

Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, filled with wealth, wisdom, meaning and purpose. That all starts with surrounding yourself with people you'd want to spend a day in a canoe with.…