Your Next Big Project Is YOU

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.

I know proper English says “going to” versus “gonna”, but the slang version means something to John Connelly. John’s dad (whom I affectionately call Jesus Connelly) always said it to him like this in his own authentic way. You’ll understand more of the significance of this as you listen to our podcast with one of my dearest friends. Here are some key moments: the power of honoring commitments finding passion in music the impact of our fathers on our lives John’s journey from selling to starting his own business how core values, integrity, and friendship have shaped his success the importance of genuine connections and gratitude the life-changing impact of being honest and vulnerable John is a rare individual whose intensity is so palpable about doing what’s right. I love what he represents and what he’s taught me over the last 4 plus decades. Being able to listen, to synthesize what you are hearing, to look someone back in the eyes and give them back what they need to hear. All so they can make a decision based on integrity and always knowing that they did the right thing. John has been a true brother to me and I’m proud to say that on May 27th, 1992, he was the first person that wrote a check for a sales consulting assignment that kick-started Pusateri Consulting and Training. For that, I will always be eternally grateful. If you want to hear from someone that has truly influenced my thinking, that truly lives his values and continues to make a difference in the lives of others…then you’ll enjoy this episode. 

Listen in as Troy Rice, a self-acclaimed “mirror holder” and “truth teller” shares his insights and perspectives on coaching successful leaders on business and life issues. From start-ups to liquidity events, Troy has seen it all. In this episode, Troy gives his perspectives on success to significance. As Troy says, “Success in itself is empty, significance fills us”. I especially loved when Troy shared a thought from one of his coaching peers. “All my problems have shoes!” He couldn’t be more right. Enjoy!

Lou Nuchereno totally practices what he preaches. His passion for leading others and making a difference in their lives and the lives of their clients is palpable. I get pumped up every time I am around Lou. He is all about being “all in” and pursuing excellence in all that you do and in becoming your ultimate best. Listen in as Lou discusses some of his other leadership principles. Ultimately, he says, leaders will get to where they want to be when they help others get where they want to be. That says it all my friends.

Peg Ruppert had a major life event, a literal 2 by 4 hit that changed her life. Her personal tragedy led to her helping others that have had similar circumstances occur.  If you or others in your life have experienced any type of Black Swan event  (health issues, loss of job, divorce, etc), this is a must-listen. As Peg discusses, you will want to get off the couch and work on the 5 steps she teaches to reclaim your identity, rebuild your confidence and move forward to the next great chapter in your life.  Peg inspired me with how she has transformed her life to help others. I especially loved her thinking on “can you read the room.” The story of her love for her parents and her appreciation of “getting the memo” may lead you to wipe a tear from your eyes.  This is one special person and you will feel the same after hearing her. Enjoy!

In the 38th episode of Your Next Big Project Is You, we bring you Volume 3 of our Top 10 Hit Parade. I’ve been privileged to have several leaders, managers, and coaches join our podcast and take a moment to rewind their lives. We’ve discussed their incredible careers, hard-working journeys to success, and what they value most. I invite you to listen to some of the highlights we’re sharing. Many of the takeaways support our Sabbatical Experience. Living a life of significance and a life of no regrets are key issues for many. For others, it may be living a life with abundance, gratitude, and increasing your perspective on life. We also focus on being the best YOU and living your legacy – not just leaving one. Take a listen to some of these key takeaways that we believe are sure to leave an impact on you!

A self-professed tax and numbers geek, Jaleigh White has found that the true value she and her team provide to business owner families and families of legacy wealth is helping them discover the “why” behind their family’s goals, especially as they’re going through a transition with their business. Jaleigh enjoys helping all members of the family live a life of purpose and fulfillment throughout the generations, often referring to this help as the human side of legacy wealth. Listen in as Jaleigh talks about some of the issues those with ultra-high net worth are burdened and confronted by.

Blaine Arnold jumped into the entrepreneurial pool and realized very quickly that his new company was me, myself and I. Control what you can control became an early mindset to his new found freedom. This new found freedom of owning his own business brought with it a new set of emotions. Fear of failure, letting his family down, trying to make this change to being successful in his new venture – these were some of the thoughts that brought about some form of hyperventilation.  When you open up the zipper on Blaine’s chest, you realize how passionate he is about adding value to people’s lives. It’s because of that passion that Blaine has been so successful in such a short period of time with his new organization. Listen in to his entrepreneurial journey.

Today’s speed of change, pandemic disruptions and the uncertainties we’ve all experienced have tested the foundations we relied on. Many people are weary, they feel less secure at work and seek to establish balance and a sense of purpose. Juggling changing work situations, and coping with the demands of friends or family are taking a toll on well-being. Trusted relationships, friendships and meaningful conversations at work matter, and there is a necessity to be intentional about improving and solidifying. Carlos Quintero is coming to the rescue with the power of EKG. Listen in as Carlos talks about how to thrive by using empathy, kindness and gratitude as your focus. He gets it and you will too after listening to him.

Tom is a thought leader when discussing health, wealth planning, aging, and longevity issues for your next chapter. We all have blind spots in dealing with unexpected black swan events, and priorities can change overnight. Listen to Tom’s perspective of preparing yourself now versus when it might be too late. Tom provides amazing insight to consider when clients are most anxious and vulnerable. We can all learn from his expertise.

From #1 in the world with Apple to founding SalesMentorU, Ian Selbie is loaded with insight and perspective on achieving sales excellence. I met my passion match here. As Ian spoke, the more excited I got from his excitement. A couple of important takeaways for you in this podcast. Listen closely as Ian describes the concept of “pick your lane.” I also love his thoughts from four decades of success that “the game has not changed.” I was invigorated and inspired listening to Ian. You will be too. As a special gift from Ian for listening to our podcast, he is offering a free digital version of his book, IF YOU WERE ARRESTED FOR SELLING, WOULD THERE BE ENOUGH EVIDENCE TO CONVICT YOU. The title alone should grab your attention. It did for me. Just let us know if you’d like a copy and we’ll take care of it for you.

CEO & Founder of Sweet Financial and gifted author of the book Dream Architecture, Bryan Sweet helps people pursue the perfect version of their retirement dreams. Something happens when you grow older, as Bryan says, you think the dreams you had when you were little aren’t achievable anymore. Listen in as Bryan challenges that thinking, and shares his thoughts on living the life and retirement of your dreams through the Dream Architect ideals – significance, legacy, and experiences.

Renowned educator and leadership expert, Michele Nevarez shares her thoughts on accessing your full potential. I’ve heard Michele speak in person and now I have had the privilege to interview her for this podcast. Her passion for this subject matter is palpable. Listen in to hear Michele’s thoughts on this important topic, and her 12 self-discoveries that will really make you think. Have a pad and pen handy for some really impactful takeaways, for those of us who are committed to being our best.

Every day is spectacular in Bill Coppel’s world. Bill will challenge your thinking on how to add alpha to someone’s life, to find out what’s really important to people, and help them find joy in their life. It’s more than managing money, as Bill says, you don’t need to wear a collar or light incense to ensure you are helping people achieve things that impact their hearts and souls. Bill is a proven expert and a futurist. He sees the trends and patterns that are impacting how we communicate with each other. He gets it in a different way, and you will too after listening to him.

Zack is an entrepreneur on the move. He is young and has a big vision. More importantly to me, he backs up his words with actions. I know he’s a committed husband and father, as well as one of the top lawyers and entrepreneurs in the United States – this guy has his act together. It doesn’t matter how old you are, it matters how committed you are to being your best, and to making a difference in your work and in the lives of others. Zack is doing this, listen in.

If you have ever had a loved one with Alzheimer’s, you’ll want to listen in to this podcast. Jack’s dad, the late, legendary, Coach Frank Broyles, gave us an amazing gift for dealing with anyone with this dreaded disease. “Coach Broyles’ Playbook for Alzheimer’s Caregivers” truly attends to the x’s and o’s for this health condition. Jack has carried the torch his father lit and is providing extraordinary value and education to all of us. This one was very close to the heart for me as I dealt with this personally with my wife, watching my father-in-law fall to this disease. It was a privilege speaking to Jack about the ins and outs of Alzheimer’s and knowing your opponent as Jack references in tackling this disease head-on. The Broyles family has left a lasting legacy. Jack Broyles is living a life of significance and is truly making a meaningful difference by helping us deal with the challenges this disease presents us on a daily basis.

If you’ve never had the opportunity and privilege to hear Don Connelly speak, I suggest you listen to this podcast. He is a true icon and legend in the wealth management world. Don is all about going back to the basics and sticking with it. He’s a prolific storyteller who uses analogies and parables to make the unfamiliar familiar. I could listen to Don all day long, as he shares one educational and entertaining story to the next. You will feel the same way after you hear what he has to say about what it takes to remain successful, be confident, and how to create long-term relationships in the wealth management and advisory world.

If you’ve thought about where you want to take your business, to the next level of growth and success, then I would highly advise you to listen to this podcast with Jen Goldman. You will feel her passion for her work immediately. Listen in as I ask Jen to explain the 5 critical steps in the transformational process that she teaches and has proven expertise in. You will not want the podcast to end the more you hear her enthusiasm and energy. You’ll be just as excited as I was in talking to her.

Kevin Corcoran is one of the coolest and accomplished guys I know. He has more than 40 years of consulting, leadership and coaching expertise on his resume. He’s built a successful travel organization that would blow you away. When you hear the places that he visits, and how he integrates culture and current events into these trips, you will want to join him on a future cruise. I love how Kevin continues to make a difference in the lives of others. He gives his time, talent and treasure to causes that are near and dear to his heart and soul. It might give you some ideas on ways to integrate stewardship into your future. Listen in as Kevin shares his story on what’s really possible when you set your mind to it.

Jim Gould has built a very successful, independent, and employee-owned registered investment advisory firm, Alesco Advisors. Their emphasis on SERVICE, INTEGRITY, and VALUE guides their client-first ethos. Knowing Jim as well as I do, he lives those key words, not only in leading his company but also in how he lives his life. Jim lives a life of significance, filled with abundance, and is constantly finding ways to give his time, talent, and treasure. Listen in as Jim shares his career journey and his philosophies on business and life. It’s not often you find someone that is truly world-class in every endeavor of his life and I’m proud to call Jim Gould my friend.

Patrick and I grew up together. His father was my parents’ insurance agent and I knew many of his family members growing up. What Patrick has achieved in his lifetime has blown me away. An amazing entrepreneur, Patrick is a voracious reader and a consummate professional with an unconditional commitment to excellence in all that he does. He has an abundant mentality in both business and life, where he is constantly giving his time, talent and treasure to people in need and worthy causes that he supports. His entrepreneurial instincts and discipline allow him to provide extraordinary value to everyone he comes into contact with. Patrick lives from a simple creed which is “Live in your community, not off your community.” If you want to listen to someone who really gets you thinking, listen to Patrick.

Our 22nd episode is Volume 2 of our Top 10 Hit Parade. I’ve been privileged to interview a number of leaders, managers, and coaches, to really rewind their lives and their careers to talk about their journeys to success and what they value most. I invite you to listen to some of these highlights we’re sharing. Many of the takeaways support our Sabbatical Experience. It involves living a life of significance, living a life with no regrets, with abundance, gratitude, increased perspective, and being your best. Ultimately, the learning and life journey is to live your legacy – not just to leave it, but to LIVE it, RIGHT NOW! Enjoy!

Andrew Tappe is a true renaissance man. He lives a life led by a love for his family, filled with excitement and adventure. As a committed loving father, grandfather, and retired Fidelity executive, he brings great perspective. He now has time in his life now to pause and reflect. One thing for certain is that he is living life to the fullest. Listen in as Andrew shares his thoughts about living a life of significance. His thinking focuses on staying relevant to the people in his life that he truly cares about.

The shift from Return on Investment (ROI) to the Return on Life (ROL) has begun. Shifting discussions to personal meaning, purpose and legacy is what Michael Bradley has mastered in the pursuit of TRUE WEALTH. Listen in to hear Michael’s authenticity come alive as he shares his personal perspectives on the things that are really important when you have your hand on the hearts of your clients.

Tired of wasting time and money on services that your clients don’t value? Listen in as Stephen Wershing shares some of his perspectives on really listening to your clients. If you truly want to make a difference in your clients’ lives, Stephen will give you some questions to think about, along with some of his best practices from years of facilitating client advisory boards. Nobody knows how to facilitate these advisory boards better than Stephen!

I’ve had the pleasure of knowing Joe Corcoran Jr. for almost four decades. What an amazing guy who is truly making a difference in the lives of his clients and those he is privileged to serve. Listen to Joe’s philosophies on the partnerships that he’s built and the lives he’s changing through his work. He is an absolute pro and one of the greatest entrepreneurs I’ve worked with over the years!

If confidence, focus, and freedom are important to you to achieve extraordinary success in your business and life, then this is a podcast you must listen to. Hear the passion and insight of Art Schooley, Founder and Early Visionary for The Personal Coach, and The Personal Coach’s current President and CEO, Juli Leith as they discuss how to recharge your business momentum to get the business and life you are seeking.

You’d be hard-pressed to find a better individual and an organization that truly understands what client engagement is all about. Julie Littlechild is an absolute expert on the issues of client loyalty. Listen in as Julie and I have a fun conversation comparing notes while listening to Julie’s thoughts on authenticity, disruption, and the “lesson of the mixtape”.

Anne Apking is a proven leader in designing high-performance learning journeys. Her passion for design is contagious. Listen to Anne describe her two favorite words, “I wonder…” This questioning mindset applies to any endeavor you are trying to achieve. Anne’s description of proper learning design as well as the pitfalls in what should be avoided requires a notepad as she shares some invaluable nuggets. A key part of Anne’s work today is helping successful individuals think about the next 5 to 25 years of their life. Are you making a meaningful difference in your life and the lives of others? Anne is certainly doing that for herself and the creative journey that she has designed for The Sabbatical Experience, one of Anne’s pet projects that is near and dear to her heart and to ours as well. So, what are you wondering about?

Alan Feldman has had a tremendous career focused on Real Estate, Management, and Finance. However, he’s done so much more, his resume includes a fantastic family, married for 35 years with 3 children. Alan’s passion for education and teaching others will also impress you. He’s continually searching for ways to give his time, talent, and treasure to causes where he can make a meaningful difference in the lives of others. During our podcast, Alan shares some simple rules, words, and wisdom from his mentors that continue to affect his thinking and teaching of others today.

Mark Colgan has been in the Wealth Management business since 1993 and a Certified Financial Planner™ professional since 1999. A week before 911, Mark experienced an extraordinary and traumatic event in his life – the unexpected passing of his wife. What he experienced soon became the impetus to help others experiencing the unfathomable – losing their best friend. Mark’s newest book, “Death’s Red Tape”, will fully help individuals who need guidance on the important details that need to be ultimately dealt with after death. His creativity and innovation extended to the launch of MyWisdomWill.com, another tool that proactively helps all of us plan for circumstances around our demise. People often avoid this topic but it is it is an important and necessary task you need to take in order to protect your legacy and provide for your loved ones.

This episode is our version of a Top 10 Hit Parade. I’ve been privileged to interview a number of leaders, managers, and coaches, to really rewind their lives and their careers to talk about their journeys to success. I invite you to listen to some of these highlights we’re sharing around living a life of significance, living a life with no regrets, living a life with abundance, with gratitude, with a quest to be your best, having perspective in your life. And ultimately, to live your legacy, not just to leave it, but to LIVE it, RIGHT NOW. Enjoy!

Dan Wilhite brings a lifetime of business perspectives coupled with his ongoing thirst for intellectual curiosity and what life’s opportunities are for all of us to grasp. Learn how Dan generously funded a part of a children’s school in Cuba, how he talks about the five most important questions in life, and how a ride through the Rockies gave him added perspective in his thinking.

Judith Patton has some interesting perspectives on life. You may want to have a journal by your side as you listen to this podcast. Judith’s comments on the following will make you want to listen to this podcast more than once: Some of us are surprised by our own success. We start to see things differently over time. Life interferes with life. Things can become hidden within ourselves.   These are just a few of the topics that Judith will give you her thoughts on and make her concept of a “Be Relevant or Go Home” mindset real to you.

Taking the time to listen to some of Doug Rea’s stories will literally blow you away. What a privilege to interview a guy who has experienced things that you will be in some cases shocked and at the same time inspired by. Doug Rea is a freelance still, video & FAA certified aerial photographer, editor and multimedia producer for humanitarian and media organizations. He has shot stories in Haiti, India, Indonesia, North and South America, Puerto Rico and Sub-Saharan Africa. He has produced stories in the Middle East and Europe. His images have been represented in a wide variety of news publications including the New York Times, International Herald Tribune, Washington Post, ESPN, Christian Science Monitor, Dallas News, Denver Post, and USA Today.

Listen to a riveting story of how Vito’s career and decision to move on, has impacted the lives of many. From his family, to the kids that he’s been blessed to coach over the last two decades of his life, Vito continues to make a difference. Hear about how his meeting with the legendary coach John Wooden, his daily dinner-time coaching from his father, and how a assignment from his grandfather to work on his pride and joy left an indelible mark in Vito’s mind and actions going forward. Vito is impacting his business coaching clients and the kids’ lives he continues to make a difference in.

As a Mental Toughness Coach, Chris Dorris is ultimately in the business of Success Coaching. He helps people close the gap between how they live their lives and how they want to live them going forward. He started his career as a social worker working on the streets of Atlantic City, helping the mentally ill, drug-addicted and homeless populations upgrade their lives. Today Chris coaches several of the top-performing sales teams and leaders from multiple Fortune 500 companies. He’s trained the minds of world-famous actors, professional golfers, NFL and NHL Coaches, business executives, Super Bowl Champions, and billionaires. Chris has 2 questions for us all, questions that have changed his life, and may change yours. 1) What would be perfect for you? 2) Why don’t you just ask? Listen in to Chris’s passion and intensity. Hear for yourself how focused he is on service to others, and that amazing things always come from that service.

Leonie is a seasoned strategic growth and cultural change executive with exceptional relationship management and communication skills. She is a values-based leader and strategic thinker who makes decisions based on facts. Leonie is an amazing individual. I don’t know of anyone in my Rolodex who totally gets the concepts of mindfulness, whether in business or personal interactions. She absolutely gets it as it relates to being completely present with individuals, listening as if she’s feeling the words coming out of your mouth, all while exemplifying curiosity, warmth, and attentiveness at an unmatched level by my standards. Listen in and learn what it’s really like to be truly mindful.

John is my sales training, coaching and leadership lifeline. If there was such a thing as a “Yoda” or “Guru” in my life that I turn to for advice and counsel, it’s John Hoskins. John has truly made a difference in the lives of sales leaders and professionals, challenging them to be their best. But maybe more important John has demonstrated abundance by giving his time, talent and treasure toward a program called Life Plan, helping kids create plans for their futures. I invite you to listen in to someone who is truly world-class and continues to impact the lives of others.

Scott McLean is a former C-Suite executive and is now coaching entrepreneurs to take their businesses to the next level. He is asking questions of others that he has been asked in his career. And he has some serious perspective. Imagine being in the epicenter of Wall Street, being at the pinnacle of your business career. Less than 48 hours later your life is permanently altered with the news of losing a loved one. A 2×4 hit across the head to your family. Career and personal growth now dealing with grief at the highest level. Scott shares his story and his key learnings. With important questions asked by his wife and daughter, listen in as you will see the strength from a guy who has fixed problems his whole life to encountering a situation he can’t fix. Scott is truly impacting people’s lives. You will be fascinated by his findings and research and how he is coaching others going forward.

Dean Manjuris has truly lived a life of significance. He rose from the ranks of a Financial Advisor to the C-Suite as the Vice Chairman of one of the leading global wealth management firms. Dean’s core values of his extraordinary (a word he loves) love for his family, his passion for the investment and the music business will give you a fresh perspective to look at your own passions. Dean continues to drum away with his future by constantly finding ways to help others in need of career and life advice. His beliefs on wealth management and leadership success will force you to look into your own mirror. More importantly, his legacy (still building) will be tough to beat as his own thoughts of someone who cared about his family and others is first and foremost on his mind.