In this episode, I had the pleasure of speaking with Barry Mendelson about his entrepreneurial journey, his approach to planning and discipline, and his recent move to southern New Mexico. I’ve known Barry for more than three decades – he was actually my first paying client in the Wealth Management space in 1992 – where have the years gone? He and I have both advanced our career journeys and never lost the special friendship we forged through that first assignment. Here we are years later and Barry is beginning the transition to the next phase of his business and life. Listen in as Barry shares his wisdom and insight into some of the decisions that led to his entrepreneurial and family success. Our engaging discussion not only delved into Barry’s entrepreneurial journey but also uncovered his passion for mentoring and advocacy. From detailing his strategic planning approach to sharing insights into pivotal moments that shaped his career, our conversation encapsulates the essence of dedication, resilience, and continuous growth. Barry candidly shares his journey from transitioning out of the chiropractic profession to establishing his own firm, which has served as a testament to his unwavering commitment to excellence. His method of planning and prioritizing work in weekly sets of activities is a testament to his disciplined approach, echoing the invaluable lessons he gained from his background as a competitive swimmer. We also explored the impact of relocation on both personal and professional aspects of life, shedding light on the power of adaptability and embracing new opportunities. Here are some highlights from the episode: – 00:00 – Introducing Barry Mendelson: A Tapestry of Experience – 04:12 – Navigating Career Transitions and Entrepreneurship – 10:28 – The Discipline of Planning: Lessons from a Competitive Background – 15:40 – Embracing Change: The Impact of Relocation – 19:55 – Reflecting on Evolution in the Financial Industry – 24:09 – The Power of Prioritization and Resilience Join us as we unravel Barry’s insightful reflections on the evolving landscape of the financial industry, the significance of prioritization, and his remarkable resilience in the face of change. Through his journey, we gain a deeper understanding of the intersection between discipline, adaptability, and personal fulfillment.

From both of us living in Beautiful Buffalo to a chance meeting at a gas station in North Scottsdale, our families met, and from that moment on, I’ve been blessed to really get to know Howie. What an amazing business and life journey that I’ve had the privilege to discuss with him. Join us for an insightful conversation as Howie reflects on his remarkable journey from a leading regional accounting firm to a fulfilling post-retirement life. Filmed in the beautiful Arizona desert, Howie discusses the joy derived from his close-knit family, contributions to society, and entrepreneurial ventures in affordable housing and solar energy. Highlights include the significance of living a life of abundance, gratitude, and legacy, with a special focus on Howie’s cherished moments with his grandchildren. Tune in to explore themes of leadership, community integration, and personal fulfillment. 00:00 Intro 02:26 Howie Ryan’s Journey and Accomplishments 03:55 Family and Career Reflections 13:17 Post-Retirement Ventures 18:07 The Sabbatical Experience (now called The Project YOU Experience) 20:30 Living a Life of Significance 21:47 Creating Lifelong Memories 25:38 Living with No Regrets 26:18 Future Plans and Bucket List 27:18 Living a Life of Abundance 29:15 Gratitude and Giving Back

With a burning passion for his work, Nick Miller founded a company that has absolutely made a difference in the marketplace he chose to serve. Nick is an amazing storyteller and entrepreneur who is now contemplating his next chapter. This episode will make you think about what’s next for you as Nick shares his journey. I sit down with Nick Miller, a man who turned his passion for people and problem-solving into a successful career. From starting his own firm, Clarity Advantage, to building long-lasting relationships in the banking industry, Nick’s journey is a testament to never giving up and pursuing what truly matters. His decision to take a sabbatical reflects a desire for exploration and a new chapter in his life. If you’re looking for inspiration to chase your dreams and build meaningful connections, this episode is a must-listen. Tune in to discover how Nick’s unwavering passion has led to his incredible success in business and life. Some highlights from this episode:  *Passion as a Driving Force: Nick’s passion for problem-solving and meaningful relationships has been the cornerstone of his success. His decision to take a sabbatical from Clarity represents a new chapter in his life, reflecting a desire for exploration and new challenges.  *Embracing Abundance and Legacy: The conversation delved into the importance of living a life with abundance, pursuing joy, and striving to leave a meaningful legacy. Nick shared his own journey in embracing abundance and cherishing coaching as a means to become the best version of himself.  *Balancing Work and Life: Nick emphasized the significance of maintaining interests outside of work to achieve balance. He shared his own experiences, including playing guitar, coaching soccer, and nurturing relationships as vital components of a fulfilled life. *Strategic Planning and Evolution: From turning down a touring opportunity with a band in Japan to founding Clarity Advantage, Nick emphasized the importance of strategic planning and transitioning to new passions before making significant career changes. The evolution of the Clarity model from training products to offering custom development work underlines the strength of foresight and adaptability. Listen in and enjoy!

Wow, John Moshides, President and Founder of Moshides Financial Group, gets it. Practicing what he preaches, John’s commitment to giving and growing is palpable. I’ve seen firsthand his absolute commitment to excellence. No cutting corners here as John speaks from his heart about living a life of significance and doing his best to impact the lives of the clients he has been privileged to work with over the last four decades. I especially liked John’s eight criteria for what makes a valued client from his perspective. That intelligence alone is worthy of your time to listen and extract his insight and wisdom. Have a pen and paper handy and send him a note for his great contribution. The takeaways apply to anyone in the business development world. We delve into John’s incredible journey in wealth management, reflecting on his 43-year career and the impactful mentors who saw potential in him. We explore the importance of ongoing personal and professional growth, beyond just financial success, and the meaningful relationships John has cultivated with his affluent clients. Join us as we uncover the unique approach of the “Give and Grow Study Group” and the profound impact of The Project YOU Experience on living a life of significance, gratitude, and abundance. Here are some key moments from this episode: Ongoing Personal and Professional Growth: John Moshides’ journey and The Project YOU Experience reinforce the importance of continual personal and professional growth in both life and business.  Building Trust and Emotional Connections: The critical factors influencing trust and how emotional connections play a significant role in the wealth management industry.  The “Give and Grow Study Group”: The longevity and success of this study group highlight the value of collaboration, support, and ongoing learning within the industry, serving as a model for others. Listen in and get ready to embark on your own journey of growth and significance.

In this episode I am honored to have my long-time friend and guest, Joe Kreuz, the founding partner of AP Professionals. Joe is one of a kind. I don’t know of anyone in my rolodex that knows more people, remembers phone numbers from years past and is as respected in our community as someone for those in need for career opportunity and counseling. We delve into Joe’s remarkable journey, reflecting on his family, career, and the values he’s learned from his father. We discuss the art of genuine connection, the impact of great sales representatives, and the virtue of curiosity. Joe shares about his love for reading, the importance of common courtesy, and the significance of building lasting relationships. Our conversation highlights the meaningful impact Joe has had on the lives and organizations he’s worked with, and touches on the concept of living a life of significance and leaving a lasting legacy. Some notable moments in this episode: Trust, value, and likability in sales reps. Finding joy in helping others find work. Deep intellectual curiosity leads to constant learning. Reminder: thank you cards make a difference. Impactful recruitment has transformed millions of lives. Time is the best form of giving. Grateful tagline: Relationships that last a lifetime.   Join us as we explore the timeless values and principles that have shaped Joe’s extraordinary career and personal life.

I’m thrilled to introduce you to a long-term valued friend and mentor, David Elias. David hired me many years ago to help him grow his asset management firm. He was also there to encourage and support me to leave his firm and begin my entrepreneurial journey in creating Pusateri Consulting & Training. You will be both inspired and invigorated listening to David; I know I always am. He is a breath of fresh air – everyone who has the privilege to talk with David leaves that conversation on a high. David is the former Founder of Elias Asset Management Inc. in Williamsville, NY. Known for his insightful strategies, and also the author of the acclaimed book Dow 40,000…Strategies for Profiting from the Greatest Bull Market in History.  Some highlights from this episode include: The impact of mentors and principles that guided David’s successful career The significance of hard work and the importance of integrity and expertise The essence of caring for people both personally and professionally How shared experiences built love, respect, and admiration Perspectives and personal anecdotes on market insights and global economics Tune in and embark on a journey that will inspire, educate, and leave you with a newfound appreciation for the dynamics of finance and the art of successful living.

Listen in as Peter Maller, Founder of Maller Wealth Advisors, shares his remarkable insights and experiences from his amazing career. From his upbringing in South Africa to his time in compulsory military service, Peter has traversed a unique path on his journey to building a world-class wealth management firm. With a focus on helping clients think beyond investment management, Peter and his team have differentiated themselves by delving into discussions on health, longevity, and multi-generational issues. What sets Peter apart is that he practices what he preaches, actively incorporating these considerations into his own life. I am captivated by Peter’s passion for various topics, including the valuable lessons he learned from his mother and his belief in the importance of reliability and client intimacy. It is evident that Peter’s enthusiasm for making a difference in his clients’ lives is palpable and genuine. When you press PLAY, you will undoubtedly feel the same sense of inspiration and dedication that emanates from Peter himself.

The great music group Journey has a hit song, “Don’t Stop Believin’.” In many ways, the beginning describes my good friend, Cindy Miller. Here are some key moments from this episode: finding your “IT” overcoming adversity, challenges, and rejection understanding motivation embracing personal growth pursuing your dreams using golf as a business development tool the importance of planting seeds   Cindy is a small-town girl who for years had heard thoughts from others that she was not good enough. Talk about proving people wrong left and right! Self-described as competitive, a control freak, and a lunatic, she is truly authentic, raw, and real. She has the ability to look you in the eyes, make you laugh or cry, and create an experience that can change your life. Way beyond her golf prowess, she improves performance and can unlock your potential. What a captivating and mesmerizing guest who can help you find your “IT”. What is “IT”? Listen in as you will want to book your next lesson and business event with my truly unique and amazing friend, Cindy Miller.

Listen in as educator, lecturer, and author Dolah Saleh shares her best thinking that led to the writing of her current book, “It IS All About You…A Responsible Search For Meaning”. Here are some key moments from this episode: making meaningful career decisions and avoiding regrets the power of assessments and making every second count the importance of finding our purpose in life the search for our purpose in life tackling introspective questions about identity and purpose Dolah’s work will make you think introspectively. In her work, she asks “What are you searching for?” and she discusses the two most important days in one’s life… Dolah’s energy and enthusiasm for helping people is infectious. She is genuine and authentic as she has a vault full of lifetime coaching experiences. You will want to learn more after hearing about five important questions she covers in her book:
 Who am I (in this existence)?
 Why am I here? What should I and must I do?
 Am I working with a predetermined lifespan?
 What will it all mean in the end? Get your pen and pad ready as you listen to Dolah. Enjoy!

Bill Mabee had an amazing career. A true guru in the marketing and branding space, he provided his expertise for three decades to one of the top 20 banking institutions in the United States. His vision, conviction, negotiation skills, and business courage led to a major stadium rights deal with one of the storied franchises in the National Football League. Here are some key moments from this episode: the importance of having a unique perspective the importance of precise decision-making the importance of having a clear vision in business the exploration of the courage, conviction, and commitment necessary to pursue opportunities the prioritization of family commitments and personal goals and, finding purpose and fulfillment outside of your career    Bill’s take on leadership and driving culture are just a few of the nuggets of wisdom that you need to hear. His work in the not-for-profit world gave him additional perspective in leading the charge for an organization that was acquiring other financial institutions. Was it an easy task to assimilate leaders and staff and most importantly, align their culture around a theme of understanding what’s important? Not a chance! Find out how he did it, from the words of a proven leader who helped drive success year after year throughout his career.