The Billion-Dollar Mindset: Decisions, Direction, & Destiny 💡 Level 🆙 Conversation w/the CEO of BMG Consulting Solutions Barbara Gilbert episode artwork

EPISODE · Nov 15, 2025 · 28 MIN

The Billion-Dollar Mindset: Decisions, Direction, & Destiny 💡 Level 🆙 Conversation w/the CEO of BMG Consulting Solutions Barbara Gilbert

from Level Up with Coach Fergie · host 1290 WJNO

Barbara M. Gilbert (CFRE), CEO and President of BMG & Associates Consulting Solutions, is highly regarded for her executive accomplishments in the areas of national and international finance: individual high net worth wealth management, institutional management and personal and corporate banking with three of the largest wealth banks in the US. She has extensive merger and acquisition experience having been a part of 3 Bank mergers Wachovia/ Wells Fargo Commerce Private Bank/ TD and Fleet Private Client Group/Bank of America. As First Vice President of Valley Bank, she has helped to grow the bank from 20 billion to 68 billion in 5 year.📣 QUOTE:  “Grounding yourself with a simple routine like prayer, reflection, or meditation before big moments can steady your mindset.”🙏 - Barbara GilbertLevel 🆙 Take-Aways Starting on the “factory floor” of any industry teaches the real language of business and builds unshakable confidence. 🏭Traveling for work or events can expand someone’s vision of what’s possible far beyond their hometown. 🌍Continuously learning—especially about money, tech, and AI—keeps a person relevant and valuable in any room. 📚Breaking the taboo around money and openly learning about wealth can change a family’s trajectory for generations. 💵Fast, clean decision-making backed by responsibility and adaptability beats hesitation and fear every time. ⚡The best advisors don’t try to change who you are; they work with your reality and make precise, strategic shifts. 🧩🔹 Valuable Time-Stamps🔹🕒 00:03:15 – Grit and Grace🕒 00:04:45 – Learning Business Early🕒 00:06:55 – Intentional Preparation🕒 00:10:05 – Four Things Exercise🕒 00:11:45 – Full Picture Finance You Can Find Out more about BMG Consulting Solutions and Contact Barbara Here:🌐 Visit BMG Cosulting Solutions Website🔗 Barbara’s LinkedInPhone: (561) 215-0592Email: [email protected]

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The Billion-Dollar Mindset: Decisions, Direction, & Destiny 💡 Level 🆙 Conversation w/the CEO of BMG Consulting Solutions Barbara Gilbert

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