In this episode, Nathan and Kathy discuss: What family systems are and how they operate Tools to reflect inward and examine your own operating system along with your family system The correlations between you and the generational systems you inherited The emotional attachments to success and money and the role those topics play in family systems Ke…

In this episode, Nathan and Mark discuss: The landscape of residential real estate and the ever-increasing demand for homes despite low inventory and high interest rates. Recent lawsuits against the National Association of Realtors and what it means for real estate professionals and homebuyers. Building businesses and taking risks, particularly in …

In this episode, Nathan and Breck discuss: Art as an investment and the value it holds from a monetary and aesthetic standpoint The rise of fine art as an alternative asset class The role of an art consultant in the buying and selling process of fine art The impact Breck’s grandfather had on his life and the community they lived in thanks to his in…

In this episode, Nathan and Chris discuss: The beauty of the entrepreneurial journey and knowing when to enter and exit an opportunity in the world of business Emphasizing business development and customer acquisition as key drivers in your organization’s growth and success The power of choice and taking action when things don’t pan out the way you…

In this episode, Nathan and Mykolas discuss: Protecting your personal data and privacy in an ever-increasing digital world The existing cybersecurity landscape and the threats, scams, and modes of protection you need to be on the lookout for Action that is being taken to protect children and adults from the threats of social media at the local, sta…

In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people’s potential Leveraging the education you get in all areas of life, not just within the classroom The benefits of having a purpose-driven company and social enterprise, going beyond business How to attract and retain young talent within your organizat…

In this episode, Nathan and Ian discuss: Discovering essential qualities of effective leadership in any economic climate. Identifying your boundaries and learning the importance of seeking expert insight. Grasping the crucial role of trust-building and valuing connections in your professional life. Cultivating a team-competitive mindset and learnin…

In this episode, Nathan and Cyrus discuss: The importance of mobility in our lives The possibility of flying cars in the near future Hurdles to advancement in the mobility space Making your entrepreneurial journey an adventure Key Takeaways: Not many are aware of how pivotal mobility is in our lives today. Improving systems of delivery could litera…

In this episode, Nathan and Dan discuss: The power of connection Gathering gems of wisdom and sharing with others Setting goals beyond yourself Advice Dan would give to a younger self Key Takeaways: Connection is powerful. When you take the time to be present in the moment and connect with people, you’ll be able to see impact. Remember the wisdom a…

In this episode, Nathan and Rod discuss: Qualities needed for excellent reporting Being right versus being first Helping people understand personal finance Realizing it’s not about what happens to you, it’s about how you respond Key Takeaways: Curiosity, a willingness to listen and perseverance are characteristics of a great reporter. You can never…

In this episode, Nathan and Karen discuss: How the marketing landscape has become complex Why empathy is critical as a leader Finding a mentor and looking for personal growth opportunities The importance of dreaming big Key Takeaways: Marketing has evolved and companies have complex problems that need specialized solutions. Find an expert that can …

In this episode, Nathan and Bob Krause discuss: Pushing through adversity Being the best you can be Focusing on being present and living in the moment How to stop fear from paralyzing you Key Takeaways: When you commit to focus on your goals, whatever they may be, you’ll encounter adversity. You need to find the voice inside you that pushes you for…

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 and Steve Moeller discuss: An objective and subjective element to quality of life Remembering what makes you happy Delegating dreadful activities Our ability to have a positive emotional state Key Takeaways: There is both an objective and subjective element to quality of life. Once you figure out the objective stuff, then yo…

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, Nathan and Jeffrey Kleintop discuss: How Jeff develops and maintains his knowledge base Communication learnings Developing a global perspective Maintaining a sense of discovery each day Key Takeaways: Utilize technology to keep a pulse on world events and to keep collaboration with other people going. Focus on the audience, getting…

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 Antony Davies discuss: How to create change from an economic perspective. Sustainable incentives. Debts and government involvement in debt. The motivation behind writing his upcoming book, Cooperation and Coercion Key Takeaways: −The fundamentals of economics boils down to two things; all things have a trade-off and all …

In this episode, Nathan and Julie Faupel discuss: Julie is the owner of Jackson Hole Real Estate and the newly launched REALM, a Real Estate tech company. Decision making around risk taking. Her recipe for success rooted around mindset. Connection and authenticity with people on your journey.     Key Takeaways: There is always a balance in risk tak…

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…