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#61 How to Build a Sellable Business from Scratch w/ Tommy Joiner, Service Business Ballers

https://youtu.be/FfJN96c-sOk Tommy Joiner is the Founder, coach, and consultant at Service Business Ballers, a no-BS, A-Z, hands-on consultancy that helps digital service homies work less and earn more. Tommy is a seasoned entrepreneur with over 7 years of experience and more than a decade in sales and marketing. In April 2019, he successfully sold his first […]

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#60 Breaking the Hustle Myth w/ Ophir Gadot, Co-Founder, Furlough

https://youtu.be/AB1NreUe-Wk Ophir Gadot, a 40-year-old father of two, is a seasoned entrepreneur with a diverse portfolio of achievements and is the Co-Founder of Furlough. He has founded four startups and two marketing agencies, one in Israel and one in the US. With 14 years of experience, Ophir has been actively involved in advising and collaborating

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#59 Achieving Financial Excellence w/ Arthur Meconi, Wealth Advisor, Ameriprise Financial Services

https://youtu.be/yuelMfbDw_s Arthur J. Meconi III is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, bringing over 20 years of experience to the table. Art delves into his unexpected financial advisory journey, his wife’s role in their successful practice, and the importance of building strong client relationships. Learn about his strategies for acquiring other firms,

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#58 The Marketing Playbook for Success w/ Courtney Kehl, CEO & Founder, Expert Marketing Advisors

https://youtu.be/V3UFypNUpDQ Courtney Kehl is a passionate marketing leader with over 15 years of experience in demand generation. With a background that spans high-growth startups, public enterprises, and mature companies, Courtney has played a pivotal role in transforming seed round startups into thriving businesses. Now, as an agency owner, she continues to leverage her expertise to

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#57 Adapting to Industry Shifts: Surviving Disruption w/ Bill Rice, Chief Revenue Officer, Kaleidico

https://youtu.be/e7HIBBE8nTg Bill Rice is a seasoned entrepreneur, executive, and investor with over 20 years of experience in the online lead generation and consumer experience industry. With a proven track record of creating, growing, and selling innovative companies and platforms, Bill has established himself as a leader in his field. Currently, he is the Founder and Chief

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#56 Creating a Culture of Innovation w/ Scott Carlson, Founder & CCO, Van’s General Store

https://youtu.be/MXaUiSVh3kQ Scott Carlson (https://vgsny.com/) is the Founder and Chief Creative Officer at Van’s General Store, a creative collective and modern agency that brings together best-in-class creatives and strategists to produce exceptional advertising, brand content, films, and high-quality narratives for brands. At Van’s General Store, Scott and his team specialize in crafting master narratives through giant

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#55 Finding the Opportunities in Chaos w/ Max Levy, Founder, RenteR

https://youtu.be/hjVLRA5wB28 Maxwell J. Levy is the innovative founder behind RenteR, a cutting-edge, automated consumer-facing application designed to offer a white-glove customer service experience for those seeking luxury apartments. Max discusses his early career, the inspiration behind leaving the corporate world, and the creation of his consulting business. He also introduced ‘RenteR,’ a service that helps

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#54 Innovate, Automate, and Outsource: Growing Your Financial Advisory Business w/ Donald Morgan,

https://youtu.be/-pdjDRYyFBg In this episode of the “Ultra High Net Worth Clients Podcast,” host Chris Brodhead, MBA, talks with financial advisor Don Morgan. Discover how Morgan transitioned from the corporate world to establish his firm, Independent Wealth Connections. Learn about his strategies for breaking through revenue ceilings, embracing innovation, and using strategic planning to drive growth.

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#52 Reshaping Finances With Heart and Determination w/ Guy Leman, Owner & CFP, Compass Financial

https://youtu.be/f9QyjfqfeJY Guy Leman is a founder and CFP at Compass Financial Services. Guy shares his journey from a corporate ladder climber to a trusted financial advisor, influenced by personal family experiences. He discusses the core values and unique approach of Compass Financial, emphasizing the importance of independent advice, team ownership, and building a culture based

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#53 Deep Diving into Deep Tech Content Marketing w/ Meg Scarborough, Founder & CEO, Megawatt

https://youtu.be/AI7dXaBLPZ0 After working as an in-house and agency marketer, Meg Scarborough founded Megawatt Content Marketing in 2015. She has over 9 years of experience in marketing. Meg specializes in content strategy and execution and particularly enjoys developing brand messaging and helping clients tell their stories through case studies and long-form content. In this episode, Chris

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