PODCAST · business
What Are You Working Towards?
by Chris Brodhead
Chris Brodhead interviews founders, marketing directors, filmmakers, and other fascinating people about the goals that drive them to create. Each episode ends with one big question: What are you working towards? The answers are surprising, inspiring, and often deeply human. The goal of the show is to help listeners live lives closer to their dreams—more money, more joy, less work they hate. Previously the title of this show was The Ultra High Net Worth Clients podcast.
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The Leadership Secret Behind $200M Growth: Culture, Trust, and the “Three T’s” | Josh Block
Josh Block is an entrepreneur, leadership speaker, and author of People Matter at Work. He is the founder of Cube Mobile Imaging, a company providing mobile MRI and CT imaging services across the United States to help expand access to healthcare.Before founding Cube Mobile Imaging, Josh served as President of Block Imaging, where he helped grow the company from roughly 50 employees to more than 400 worldwide and scale revenue to over $200 million. His leadership philosophy centers around the belief that strong workplace cultures drive both human fulfillment and business performance.In this episode, Josh shares how people-first leadership transforms organizations, why culture cannot simply be “maintained,” and the frameworks leaders can use to build high-trust teams that actually perform.We also discuss the key leadership decisions behind Block Imaging’s massive growth, the “Three T’s” framework for building healthy organizations, and why the future of leadership depends on authenticity, trust, and empowering others.If you lead a team, run a company, or want to build a culture where people truly thrive, this conversation is packed with practical insights.⸻Topics Covered• How Josh Block helped scale Block Imaging to over $200M in revenue• Why workplace culture is the biggest driver of long-term performance• The leadership philosophy behind People Matter at Work• Moving from a “Me-Cycle” to a “We-Cycle” inside organizations• The “Three T’s” leadership framework: Together, Thoughtful, Transparent• Why great leaders eventually give away the baton• How Cube Mobile Imaging is expanding access to healthcare• Practical steps leaders can take to build trust and engagement⸻About Josh BlockJosh Block is an American entrepreneur, author, and leadership speaker focused on helping organizations build people-centered cultures.He is the founder of Cube Mobile Imaging, a company delivering mobile MRI and CT imaging services across the United States. Previously, he served as President of Block Imaging, where he helped grow the company from roughly 50 employees to more than 400 globally.Josh frequently speaks and coaches leaders on culture, leadership identity, and building organizations where both people and performance thrive.He lives in Lansing, Michigan with his wife Lacey and their children.⸻Connect with Josh BlockWebsite:https://peoplematteratwork.com/Cube Mobile Imaging:https://cubemobileimaging.com/LinkedIn:https://www.linkedin.com/in/joshblock1/Book:People Matter at Work
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Inventing an Entire New Food Category — Inside the Rise of BuzzBar Ice Cream with Randy Freeman
What does it take to create a product that literally doesn’t fit into any existing category?In this episode of What Are You Working Towards, Chris Brodhead sits down with Randy Freeman, Founder & CEO of BUZZBAR Ice Cream, to unpack one of the most unconventional entrepreneurial journeys you’ll hear.Randy shares how his career began in music, home video, and entertainment distribution — working alongside legendary industry figures — before eventually leading him to a single obsessive question: why doesn’t great ice cream exist for adults?That question sparked the creation of BuzzBar: premium ice cream and sorbet bars infused with real spirits.Since launching in 2014, BuzzBar has navigated regulatory gray zones, built its own manufacturing process, survived COVID shutdowns, and secured partnerships with luxury hotels, festivals, and major food service operators. Along the way, Randy explains why many national grocery chains are still hesitant to carry the product — and what it will take for BuzzBar to finally break through.Topics Covered: • Creating a product category that didn’t previously exist • Navigating alcohol, food, and federal regulations • Why grocery chains fear alcohol-infused ice cream • Building a profitable, self-funded company without hype • Surviving COVID when your entire channel disappears • The long game of partnerships, distribution, and exitsWhere You Can Find Randy & BuzzBar: • BuzzBar Website: https://buzzbaricecream.com/ • Randy Freeman (LinkedIn): https://www.linkedin.com/in/randy-freeman-786354133/ • Email: [email protected] you enjoy honest founder stories, category-creating products, and behind-the-scenes business reality — this episode delivers.
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How Your Brand Can Still Win in a Fragmented, AI-Driven World | Garth Weber (Duluth Trading Co.)
Download our “Tell a Better Story, Win Better Clients” e-book athttps://working-towards.com/What happens when decades of brand storytelling experience collide with AI, digital fragmentation, and a new generation of consumers?Garth Weber, Chief Brand & Marketing Officer at Duluth Trading Company (https://www.duluthtrading.com/), joins me to unpack why brand still matters more than ever — and how the strongest companies maintain a single strategic point of view while adapting to constantly changing channels.With over 25 years of experience on both the agency and brand side, including formative years at Nike and Adidas, Garth shares the foundational principles he learned early in his career — and why those same principles still work in today’s AI-powered, creator-driven landscape.We explore how brands can evolve beyond legacy channels like catalogs, reach younger audiences authentically, and avoid losing coherence while scaling across markets.📌 Topics Covered:• Why brand is still the starting point for everything — even in an AI-driven world• How to maintain a single strategic imperative while localizing execution• Lessons learned from building and stewarding global brands like Nike and Duluth• Why emotional resonance and point of view matter more than channels• Reinventing legacy brands to stay relevant with younger consumers💡 Learn more about Garth Weber & Duluth Trading Company:LinkedIn: https://www.linkedin.com/in/garth-weber/Duluth Trading Company: https://www.duluthtrading.com/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrApple Podcasts: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the host and guest and do not necessarily reflect the views or positions of any companies or organizations they represent.
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#199 The #1 Mistake Startup Founders Make When Seeking Seed Funding | Ian Levine
What makes an early-stage startup truly fundable — and why do so many founders miss the mark?In today’s episode, I sit down with Ian Levine, Managing Director of Launchpad Venture Group, one of the most active and respected angel investment networks in the United States.Ian has spent 15+ years investing in and syndicating early-stage deals and has helped grow more than 150 companies across New England and New York. Before Launchpad, he built and exited SaaS companies and held executive leadership roles at Bowne & Co., Merrill Corporation, and Iron Mountain. His combination of operator instincts and investor discipline gives him a rare, practical lens into what actually helps founders win.We dig into:• How Launchpad evaluates startups and why capital efficiency matters more than ever• The biggest mistakes founders make when pitching investors• Why distribution — not product — is the real scaling bottleneck• How angel groups fill a critical funding gap missed by VCs• What the Boston startup ecosystem gets right• Ian’s personal journey across startups, corporate leadership, and now operating one of the most influential angel groups in the country• What he’s working toward in the next chapter of his careerIf you’re a founder, investor, operator, or someone growing a team, Ian’s insights will reframe how you think about raising money and building a durable company.⸻Guest LinksLaunchpad Venture GroupWebsite: https://www.launchpadventuregroup.com/LinkedIn: https://www.linkedin.com/company/launchpad-venture-group/Ian LevineLinkedIn: https://www.linkedin.com/in/ilevine/Company: https://www.launchpadventuregroup.com/⸻Host & PodcastChris BrodheadPodcast: What Are You Working Towards?Website: https://working-towards.com/LinkedIn: https://www.linkedin.com/in/chrisbrodhead/Download the free storytelling guide:How to Tell the Best Version of Your Business Storyhttps://working-towards.com/
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#198 Building Multi-Million-Dollar Pools in the Sky — A Conversation with Greg Carnforth
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What does it take to design, build, and install stainless-steel rooftop pools for some of America’s biggest cities? Greg Carnforth, President of Chester Pool Systems (https://www.chesterpools.com/), joins me to share the remarkable story behind one of the most specialized construction companies in the country.With 35+ years in the industry, Greg has helped transform Chester Pool Systems into the go-to provider for engineered stainless-steel pools across New York City, Chicago, New Orleans, Denver, San Diego, and beyond. In this episode, Greg walks through the engineering, logistics, and craftsmanship required to design and fabricate entire pool systems in Indiana — then hoist them onto rooftops hundreds of feet in the air.We also talk through Chester’s transition to a 100 percent employee-owned company, how the ESOP reshaped culture and collaboration, and the unique challenges of building inside billion-dollar high-rise projects.📌 Topics Covered:• How stainless-steel rooftop pools are engineered and fabricated off-site• Why off-site construction is essential for major cities like NYC and Chicago• The logistics, coordination, and “space shuttle launch” planning behind every install• How Chester grew from a small team to 100+ employees over several decades• The decision to become an ESOP and how it strengthened the company’s future• Why developers and general contractors trust Chester for specialty builds💡 Learn more about Greg and Chester Pool Systems:Website: https://www.chesterpools.com/Century Industries (co-owned): https://www.centuryindustries.com/LinkedIn (Greg): https://www.linkedin.com/in/greg-carnforth-b54bba14/YouTube: https://www.youtube.com/@chesterpoolsystems5544Facebook: https://www.facebook.com/greg.carnforth.1/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#196 The Hidden Skills That Create Elite Marketers with Chad de Lisle | VP of Marketing at Disrupt
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Chad de Lisle, VP of Marketing at Disruptive Advertising, joins the show to break down what it really takes to build a mission driven, high performing marketing agency. With nearly two decades in digital marketing, Chad shares his journey from an aspiring English professor to leading one of the most respected performance marketing teams in the country.We dive into:• How Disruptive is growing toward a $100M vision• Why pairing purpose with performance drives real long term results• Scaling through people, culture, and clarity• The realities of leading marketing inside a marketing agency• AI’s role in the future of storytelling and brand growth• Chad’s creative passion project: the Heroic Round podcastThis one is full of wisdom for marketers, founders, and creatives who want to build something that lasts.Connect with Chad:"Heroic Round Podcast": https://www.youtube.com/@HeroicRound LinkedIn: https://www.linkedin.com/in/chad-de-lisle/Website: https://disruptiveadvertising.com/Instagram: https://www.instagram.com/noirwhale/X: https://x.com/noirwhaleFacebook: https://www.facebook.com/chad.delisle.1/NoirWhale: https://noirwhale.com/NoirWhale Tumblr: http://noirwhale.tumblr.com/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#197 The Future of Legal Tech: Modernizing Finance, Compliance, and Risk for Law Firms with Bim Dave
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Today’s episode features Bim Dave, CEO of Helm360, a global leader in legal technology transformation. Bim has spent more than 25 years helping law firms modernize their finance systems, compliance workflows, and risk management infrastructure. We explore his journey, the future of legal tech, and the innovation roadmap behind Helm360’s rapid growth.Bim shares how he went from a family-run newsagent business in the UK to leading global teams at Thomson Reuters, and now shaping the next chapter of Helm360. He also breaks down the major pressures facing law firms today, from legacy systems to compliance demands to the shift toward AI powered workflows.Whether you are in tech, legal, consulting, or leadership, Bim’s insights on transformation, customer trust, and scaling people-focused organizations are loaded with lessons you can use immediately.⸻Guest LinksHelm360 Websitehttps://helm360.com/Bim Dave on LinkedInhttps://www.linkedin.com/in/bimaldave/The Legal Helm Podcasthttps://helm360.com/the-legal-helm-podcast/⸻Connect With Our GuestLearn more about Helm360’s legal tech solutions, cloud transformations, compliance systems, and AI readiness:https://helm360.com/Connect with Bim on LinkedIn:https://www.linkedin.com/in/bimaldave/⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#195 How to Identify Customers Who Never Complain Before They Leave | Bill Price, Intendra AI
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Bill Price is one of the most influential minds in customer experience — and he joined us to break down how AI is transforming CX, why 88 percent of customers never complain, and how companies can finally eliminate friction at scale.Bill was Amazon’s first Global VP of Customer Service, where he helped build the customer-centric philosophy that powered Amazon’s explosive early growth. Today he runs Driva Solutions and is the Founder & CEO of Intendra AI, a CX analytics platform that identifies intents, reduces operational drag, and uncovers the “silent sufferers” who quietly churn without ever contacting support.In this conversation, Bill shares insights on:• The real story of Amazon’s early customer-centric culture• Why “the best service is no service”• How large language models are rewriting the rules of customer service• The 88 percent of customers who never complain — and how to find them• Why first-contact resolution is now misleading• How companies across hospitality, banking, ecommerce, and B2B services can proactively fix hidden friction• What Intendra AI is building today and where CX is going nextBill is also the author of four must-read books on CX:• The Best Service Is No Service• Your Customer Rules!• The Frictionless Organization• Zero Complaints⸻Guest LinksIntendra AIhttps://www.intendra.ai/Driva Solutionshttps://drivasolutions.com/Bill Price on LinkedInhttps://www.linkedin.com/in/bill-price-drivasolutions/Bill’s Bookshttps://www.amazon.com/stores/author/B001JSHFSM/allbooks?ingress=0&visitId=a36f7561-fb02-460d-a0ea-ad2cd221d6a4&ccs_id=98438664-2c15-4575-8e8d-dfaa695e3bbd🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#194 How To 10X a Traditional Business with AI and Systems | Ben Simpson, MyWorkwear
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Want to 10X your blue collar or traditional business using technology?Ben Simpson, Managing Director and Co-Owner of MyWorkwear, reveals exactly how he modernized a 49-year-old workwear manufacturer and grew it more than 1,200 percent without losing the core values that made the company special.In this conversation, Ben breaks down the real playbook behind transforming a legacy business into a systemized, data-driven growth engine.We cover:• How to modernize a blue collar business without breaking what already works• The systems that replaced 40 filing cabinets and manual processes• Why culture and people matter more than any technology stack• How to use ERP, CRM, BI tools, and AI agents to create compounding efficiency• Turning brand awareness into long-term, high-value customers• The future of AI inside traditional industries• How MyWorkwear became one of the UK’s standout players in workwear and apparelIf you’re building, scaling, or modernizing any operations-heavy company — manufacturing, apparel, logistics, trades, services, e-commerce — this episode delivers a rare inside look at how to evolve fast without chasing shiny objects.Connect with Ben SimpsonLinkedIn: https://www.linkedin.com/in/ben-simpson-myww/?originalSubdomain=ukWebsite: https://www.myworkwear.co.uk/Facebook: https://www.facebook.com/myworkwearcoAbout MyWorkwearA leading UK supplier of branded uniforms and workwear, serving thousands of businesses nationwide with a unique mix of modern systems and traditional manufacturing expertise.🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#193 The Explosive Role of AI in Vehicle Optimization, Diagnostics, and Personalization
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Dr. John Heinlein, Chief Marketing Officer at Sonatus, a global leader in vehicle software powering the shift toward software defined vehicles (SDVs) and AI-driven automotive innovation.John brings a unique blend of deep engineering expertise — with degrees from Carnegie Mellon University and a Ph.D. in Electrical Engineering from Stanford — and more than two decades of senior leadership across marketing, automotive technology, business development, and system architecture.We dig into:• How SDVs work and why vehicles are becoming more like data centers• The transition from 150+ hardware ECUs to flexible, upgradeable software platforms• How automakers harness vehicle data, intelligence, and AI to improve performance• The infrastructure needed to support next generation automotive experiences• The explosive role of AI in vehicle optimization, diagnostics, and personalization• Why the automotive industry is attracting top engineering talent again• Sonatus’ rapidly growing footprint in more than 5 million production vehicles (soon to be 6 million)• The behind-the-scenes look at building a modern automotive software stackJohn also hosts The Garage by Sonatus, where he interviews top minds in vehicle software and mobility innovation.⸻Guest LinksWebsite: https://www.sonatus.com/LinkedIn: https://www.linkedin.com/in/johnheinlein/The Garage Podcast (YouTube): https://www.youtube.com/playlist?list=PL02SS1Fp5GCjBUmXe4eTnEVdDLDViQXR2🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#192 How World-Class Leaders Think, Adapt, and Build Meaningful Legacies with Michael Watkins
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Michael Watkins — co-founder of Genesis Advisers, best-selling author of The First 90 Days, and Professor of Leadership & Organizational Change at IMD Business School.Michael has helped thousands of leaders navigate high-stakes transitions and has shaped modern leadership thinking for more than two decades. His book The First 90 Days has sold more than a million copies in English, is translated into 24+ languages, and was named one of Amazon’s Top 100 Business Books of All Time. He was also inducted into the Thinkers50 Hall of Fame for his contributions to management and leadership.We dive into:• How leaders can navigate today’s unprecedented turbulence• Why most writing online feels like noise• The real impact of AI on creativity, communication, and leadership• How The First 90 Days became the “onboarding bible”• Why strategic thinking is the most undervalued leadership skill• What Michael is working towards nowIf you want to understand how world-class leaders think, adapt, and build meaningful legacies, this episode is packed with insight.⸻Connect with Michael WatkinsGenesis Advisershttps://www.genesisadvisers.com/LinkedInhttps://www.linkedin.com/in/michaeldwatkins/X / Twitterhttps://x.com/MichaelDWatkinsYouTubehttps://www.youtube.com/first90daysFacebookhttps://www.facebook.com/thefirst90daysBooks by Michael Watkinshttps://www.amazon.com/stores/author/B001JS6RV8IMD “First 90 Days” Programhttps://www.imd.org/f90d/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#188 Why Housing Is Broken and How Wunderflats Is Fixing It with Jan Hase, Co-Founder of Wunderflats
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What if finding a home in a new country was as easy as booking a hotel? Jan Hase, Co-Founder and CEO of Wunderflats (https://wunderflats.com/en), joins me to share how his company is transforming the future of mid-term housing by removing the stress, friction, and uncertainty that expats, professionals, and even refugees face when relocating.With a background in computer science and a decade building Wunderflats from the ground up, Jan reveals what it takes to build a trusted real estate marketplace that works across borders, supports both landlords and tenants, and scales without losing the human touch. We also explore his unique co-founder relationship, mission-driven leadership, and the emotional realities of growing a startup that helps people feel at home anywhere in the world.📌 Topics Covered:• Why the traditional housing system fails global citizens — and how Wunderflats fills the gap• How Jan scaled Wunderflats across Germany, France, Austria, and Belgium• Building trust through technology and real human connection• Lessons from 10+ years of startup growth, pivots, and global expansion💡 Learn more about Jan and Wunderflats:LinkedIn: https://www.linkedin.com/in/janhaseWebsite: https://wunderflats.com/en🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#189 Renewable Energy Is the ONLY Realistic Way to Power the AI Revolution | Josh Levine, EnergySage
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Artificial intelligence is exploding — but can our power grid keep up?Josh Levine, Chief Marketing Officer at EnergySage, explains why renewable energy is the only realistic path forward to sustain the AI revolution.Josh’s 20-year career spans the U.S. Army, Harvard Business School, Google, and Procter & Gamble. Today, he’s leading EnergySage’s mission to make clean energy simple, affordable, and accessible for everyone.💡 In this conversation, you’ll learn: • Why renewables like solar and wind are the only scalable solution for rising global energy demand • How the clean energy transition benefits both the environment and consumers’ wallets • What it takes to build a mission-driven marketing organization • How EnergySage empowers homeowners to gain energy independence and resilience🌎 Explore More:🔹 Website – https://www.energysage.com/🔹 YouTube Series “Plugged In” – https://www.youtube.com/results?search_query=EnergySage+Plugged+In🔹 Connect with Josh Levine – https://www.linkedin.com/in/joshzlevine/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#191 How Dane Chapin Turned Board Games Into a Global Phenomenon
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Dane Chapin shares the incredible story behind building The Op Games into a powerhouse of fun, connection, and creativity. From humble beginnings creating city-specific Monopoly editions with his sisters, to partnering with Disney, Warner Bros., The Beatles, NFL, NBA, and Game of Thrones, Dane reveals how he turned board games into a global business built on joy, laughter, and human connection.He also opens up about the challenges and lessons from his other ventures — including Bindle Bottle, Zephyr Partners, and Made Here Brands (co-founded with actor Scott Eastwood). Dane’s insights into entrepreneurship, resilience, and innovation make this one of the most inspiring founder stories you’ll hear all year.In this episode, you’ll learn: • How Dane turned Monopoly into a massive licensing opportunity • The secrets behind creating best-selling games like Telestrations, Blank Slate, and Tap • Why physical connection matters more than ever in a digital world • Lessons from failing forward and bouncing back stronger • What’s next for The Op and the future of family entertainmentConnect with Dane Chapin:🌐 Website: https://theop.games/💼 LinkedIn: https://www.linkedin.com/in/dane-chapin-8b76399/📘 Facebook: https://www.facebook.com/theopgamesMentioned in this episode: • Bindle Bottle (Former company — patent still owned) • Made Here Brands (Founded with Scott Eastwood) • Zephyr Partners • Zahn Innovation Program at San Diego State University🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#187 $30M Construction CEO Says No to 50% of Prospects
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Adam Beamish isn’t chasing every lead — he’s intentionally turning down over 50% of inbound prospects. Why? Because saying no is how he scaled his family business, Mark Beamish Waterproofing, to $30M+ in revenue while preserving quality, culture, and profitability.In this episode, Adam breaks down: • How he transformed a garage-based business into a 150+ person powerhouse • The strategy behind shrinking from 2,000 jobs/year to just 700 — and making more money • Why most subcontractors are overwhelmed by bad fits (and how to stop) • The origin of SubSmart, his fast-growing SaaS built to streamline subcontractor chaos • What it really means to lead with integrity in construction and softwareIf you’re a founder, operator, or builder of any kind — this conversation will challenge how you think about scale, culture, and saying no.👉 Learn more:MBW: https://markbeamish.com/SubSmart: https://www.getsubsmart.com/Adam’s LinkedIn: https://www.linkedin.com/in/adam-beamish-6a2a6423/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#186 From Space Needle to Amusement Parks — The Motion Control Tech Powering the World
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Craig Pellin is the VP of Sales & Marketing at Nexen Group, a global leader in precision motion control systems used across aerospace, semiconductor, amusement, medical, automation and even bourbon barrel manufacturing.In this episode Craig breaks down: • How AI, automation & mechatronics are rapidly changing manufacturing • The surprising industries powered by Nexen: Space Needle, MRI machines, amusement parks, whiskey distilleries, global bottling lines • Why zero-backlash precision is becoming mission-critical for the future • How Nexen built a global rep network and deal flow engine without relying on outbound • The REAL future of AI inside mid-market manufacturing orgs⸻🔗 Links MentionedNexen Group — https://www.nexengroup.com/Craig on LinkedIn — https://www.linkedin.com/in/craig-pellin-7494b16/Craig’s personal build & hobby page (woodworking / restoration) — https://hobbychaser.wordpress.com/⸻If you’re a manufacturing leader exploring automation or AI integration — this one is a must-watch.🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#185 How to Rank in Ai Search Results - Explained by 25-Year SEO Veteran Adrian Newman
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Adrian Newman is the Founder and President of Numero Uno Web Solutions, one of Canada’s leading SEO and digital marketing agencies. With over 25 years in performance marketing, Adrian has helped hundreds of small and mid-sized businesses grow through SEO, AI-driven content, and multi-channel strategies that actually drive revenue.In this interview, we talk about: • How search is changing with AI and AEO • What still works right now in digital marketing • Lessons learned from 25 years of running successful campaigns • How he finds and closes high-value clients • What he’s working towards next in life and businessFollow Adrian:https://www.numerounoweb.com/LinkedIn: https://www.linkedin.com/in/adriannewman/YouTube: https://www.youtube.com/@numerounoweb🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards
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#184 Selling Fun is About Sharing the Joy with Every Experience with Dr. Jay Luis Aguilar
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Dr. Jay Luis Aguilar is the Global VP of Business Development at Chance Rides (https://www.chancerides.com/) — the legendary U.S. manufacturer behind rollercoasters, carousels, observation wheels, trains and immersive rides found in Six Flags, Universal, SeaWorld, Area15 Las Vegas and more.In this episode, Jay shares: • How he turned his childhood dream of designing amusement rides into reality • The surprising way theme parks, zoos & cities actually BUY rides • The creative process behind post-apocalyptic carousels & live Minion rides • The future of ride design • His personal obsession with Ironman triathlons & intentional livingIf you’ve ever wondered how the rides you love are actually created, funded, sold, and brought to life — this is an INSANE behind-the-scenes look you won’t find anywhere else.LinkedIn: https://www.linkedin.com/in/jayluisaguilar/Website: https://www.chancerides.com/ 🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards
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#183 Feeding the Planet with Zero Pesticides — Conner Tidd, Co-Founder & CEO, JustVertical.com
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What do tacos, sustainability, and the future of food all have in common? For Conner Tidd, it started with a single bunch of cilantro and became a mission to reshape how the world grows and accesses fresh produce.Conner shares the origin story of Just Vertical, a company building scalable vertical farms from condos to campuses and beyond. We explore how a university prototype led to a $30K check, why post-COVID supply chains opened doors for commercial expansion, and how Just Vertical is deploying farms as far as Moldova and Alaska to improve food security.We also dive into: • Why vertical farming isn’t a silver bullet—but is a powerful tool • How growing food closer to home reduces waste and boosts resilience • The surprising impact of clean-room farming on pesticides and fertilizers • How Conner and his team are telling powerful stories on a shoestring budgetWhether you’re a tech-driven sustainability advocate or just someone tired of wilted herbs in your fridge, this episode will inspire you to think differently about where your food comes from—and what’s possible when mission meets innovation.👉 Learn more at https://justvertical.comLinkedIn: https://www.linkedin.com/in/connertidd 🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#182 Saving Lives Through App-Based Group Therapy with Irad Eichler, Founder & CEO, CirclesUp.com
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What if emotional support was as accessible as Amazon Prime?Irad Eichler, founder and CEO of Circles — a revolutionary mental health platform offering 24/7 live group support for just $40/month.Irad shares the deeply personal story behind Circles, how watching his mother battle cancer inspired him to rethink emotional care, and why audio-only peer groups led by trained facilitators are outperforming traditional therapy in many situations.Topics covered: • The loneliness epidemic & the limits of 1:1 therapy • Why men struggle to join support groups (and how that’s changing) • How Circles uses performance marketing to scale • Real stories of users leaving abusive relationships with live support • Future partnerships with hospitals, nonprofits, and employersWhether you’re a founder, therapist, or someone going through a tough time — this episode will move you.🔗 Learn more: https://circlesup.com/👤 Connect with Irad: https://www.linkedin.com/in/iradeichler/—🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#181 Why Customer Support Is a Profit Center (And How to Scale It Fast) with Pierre Latscha
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What if customer support could become one of your most powerful growth engines? Pierre Latscha, Co-founder and CCO of Onepilot, a tech-forward customer care outsourcing platform combining AI automation with real human agents — 24/7 and multilingual.We unpack how Pierre and his four co-founders launched Onepilot during the pandemic, scaled to $30M+ in ARR, and are now transforming customer service into a revenue-driving profit center.📌 Topics Covered:• How Onepilot blends automation and empathy• Why customer care is a strategic growth lever• The rise of remote agent models• How AI is trained and deployed within support teams👨💼 Learn more about One Pilot and Pierre:Onepilot → https://onepilot.co/LinkedIn → https://www.linkedin.com/in/pierre-latscha-8956a6a5/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#180 How Tiger Woods’ Foundation Is Changing the Future of Education with Dan Scali, VP Marketing
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What does Tiger Woods’ true legacy look like beyond golf?In this powerful episode, Dan Scali, Vice President of Marketing & Communications at TGR Foundation, shares how Tiger’s nonprofit has quietly changed the lives of tens of thousands of students across the U.S.From opening cutting-edge STEAM Learning Labs to mentoring first-generation college students and launching a 30-year legacy of education, the TGR Foundation is reshaping how youth discover their passions and build meaningful futures.📌 Topics Covered:• The inspiring origin story of Tiger Woods’ TGR Foundation• How TGR empowers underserved students through STEAM and mentorship• Building learning labs in Anaheim, Philadelphia, L.A., and Augusta• The future of TGR’s mission and Tiger’s next 30 years of impact🎙️ Guest:Dan Scali — VP, Marketing & Communications at TGR FoundationConnect with Dan on LinkedIn: https://www.linkedin.com/in/danielscali/🌐 Learn more about the TGR Foundation:https://tgrfoundation.org🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#173 Charging Your EV With Sunshine? This Inventor Made It Real
What does it take to accidentally invent a solar cooker and go on to power EVs, fridges, and entire lives with nothing but sunshine? Patrick Sherwin, the “mad solar scientist” behind GoSun, joins me to share how a single hot dog, a vacuum tube, and a passion for clean energy led to a revolutionary product line—and a whole new way of thinking about how we live, move, and cook.From launching GoSun through crowdfunding to building solar-powered appliances that work in your backyard or during blackouts, Patrick’s story is a masterclass in purpose-driven innovation, scrappy product development, and building community around big, audacious ideas.🌞 Discover how he’s helping people everywhere—whether in RVs, at music festivals, or in Ukraine—run their lives on the sun.📌 Topics Covered:• The hot dog experiment that sparked a solar movement• How GoSun uses crowdfunding (and equity crowdfunding) to launch wild new ideas• The EV Solar Charger: why it’s a game-changer for daily commuters and festivals alike• Why solar resilience is more than just tech—it’s about independence, food, freedom, and family💡 Learn more about GoSun: https://gosun.co🚗 Reserve your EV Solar Charger: https://startengine.com/gosun📷 Follow GoSun on Instagram: https://www.instagram.com/gosun/👤 Connect with Patrick on LinkedIn: https://www.linkedin.com/in/patricksherwin/⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#179 From Spreadsheet Chaos to Perfect Cap Tables with Amit Jethani, Co-Founder at Mantle
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What happens when your startup’s ownership structure gets messy — right before a big investment round?Amit Jethani, Co-Founder at Mantle (https://withmantle.com/), breaks down the world of cap tables, capital calls, and equity management in plain language, while sharing the hard-earned lessons that led him to start Mantle after 15+ years in the startup ecosystem. We dive into how messy spreadsheets cost founders ownership, why one-star reviews can fuel product strategy, and the surprising ways AI is transforming equity management.📌 Topics Covered: • What a cap table really is (and why most founders ignore it too long) • The dangers of SAFE notes and unexpected dilution • How Mantle uses AI to migrate messy spreadsheets into clean dashboards • Why flat-rate pricing beats “gotcha” SaaS subscriptions • The startup founder mindset: balancing product, team, and customers👉 Learn more about Amit and Mantle:LinkedIn: https://www.linkedin.com/in/ajethani/ Websites:(personal) - https://amitjethani.com/ (company) - https://withmantle.com/ If you’re a founder, investor, or advisor looking to understand startup ownership without the spreadsheets and chaos — this episode is for you.🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#172 Inventing Non-Running Mascara to Change the Beauty Industry Forever w/ Lewis Farsedakis
What happens when an ex-investment banker builds one of the most disruptive products in the beauty industry?Lewis Farsedakis, Founder & CEO of Blinc Inc., joins me to share the extraordinary journey of how he invented tubing mascara — a smudge-proof, flake-proof formula that changed the game for millions. But this story goes way beyond cosmetics. From privatizing telecoms in post-Soviet Eastern Europe to launching a clean skincare brand and shaping the future of ethical beauty, Lewis’s path is full of lessons in vision, grit, and timeless innovation.In this episode, we explore how radical thinking, mentorship, and obsession with solving problems led Lewis to build one of Sephora’s top-selling products — and how he’s gearing up for an even bigger innovation.📌 Topics Covered: • How Lewis invented tubing mascara after solving nuclear power plant challenges in the former USSR • Why cross-industry thinking is the key to true innovation • What makes a mentor life-changing — and how one shaped his entire career • The real secret to long-term success: building a great business, not just a flashy one💡 Learn more about Blinc: https://www.blincinc.com🔗 Follow Lewis: https://www.linkedin.com/in/lewis-e-farsedakis-934292b0/🎧 Listen to more episodes: https://www.working-towards.com📺 Watch on YouTube: https://www.youtube.com/@workingtowards🎵 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr🍏 iTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400📸 Instagram: https://www.instagram.com/working_towards🎥 TikTok: https://www.tiktok.com/@working_towards
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#177 From Zero Clients to 30 Lawyers: The Secrets of EPGD Business Law
What does it take to walk away from job security, face rejection, and build a thriving 30+ lawyer law firm from scratch?Eric Gros-Dubois, founder of EPGD Business Law, joins me to share his remarkable story — from graduating into two recessions to growing a Miami-based practice with 65 employees and 30 lawyers. Eric reveals how he turned early doubts into entrepreneurial drive, why he doubled down on marketing long before it paid off, and why he believes AI isn’t a threat but a tool for the future of law.From handwritten thank-you notes to 3,000 blog posts that accidentally built a Google powerhouse, Eric’s story is equal parts grit, strategy, and luck. If you’ve ever thought about starting a business (or scaling one), this episode is packed with insights you can use.📌 Topics Covered: • How Eric went from “I can’t start a business” to founding EPGD Business Law • Why consistent networking and content marketing fueled early growth • How COVID and 3,000+ blog posts turned into 80% of his client pipeline • Why he embraces AI, nearshoring, and the “wisdom economy” instead of fearing them💡 Learn more about Eric Gros-Dubois:Website: https://www.epgdlaw.comLinkedIn: https://www.linkedin.com/in/ericgrosdubois/⸻🔗 Follow “What Are You Working Towards?” & Host Chris Brodhead • Website: https://www.working-towards.com • Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr • iTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400 • YouTube: https://www.youtube.com/@workingtowards • Instagram: https://www.instagram.com/working_towards • TikTok: https://www.tiktok.com/@working_towards⸻⚠️ Disclaimer:The views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#178 The Tesla of Water: Ulf Stenerhag’s Mission to End Plastic Bottles
Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/What if we could eliminate plastic water bottles and produce safe, clean drinking water right where it’s needed? Ulf Stenerhag, Founder and Chairman of Wayout, joins me to share his mission to revolutionize the future of water through decentralized, plug-and-play microfactories.With a background in life sciences and two decades leading industrial companies, Ulf turned his attention to one of humanity’s most urgent challenges: access to safe, sustainable drinking water. In this episode, he shares Wayout’s journey — from building cutting-edge water systems to piloting projects with global beverage brands, hospitality leaders, and even crisis zones.📌 Topics Covered: • Why the centralized water model is broken — and how Wayout’s microfactories fix it • The role of sustainability and values-driven leadership in scaling impact • How Wayout partners with hotels, water brands, and crisis response organizations • The ambitious vision to replace plastic bottles and become the “Tesla of water”💡 Learn more about Ulf and Wayout: LinkedIn: https://www.linkedin.com/in/ulfstenerhag/ Website: https://wayout.com/ Facebook: https://www.facebook.com/p/Ulf-Stenerhag-100004869198842/ Instagram: https://www.instagram.com/ulf.stenerhagPodcast: https://corporateunplugged.com/ulf-stenerhag/ 🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#171 How Erik Huberman Scaled a $150M+ Marketing Powerhouse
What does it take to build one of the fastest-growing marketing consultancies in the U.S.? Erik Huberman, Founder & CEO of Hawke Media, joins me to share his journey from launching and selling two e-commerce startups by age 26 to scaling a $150M+ marketing empire that’s helped over 5,000 brands grow.From his early experiments sending 1,000 outfits to bloggers (turning $20K into $1.2M in sales) to creating Hawke Media’s outsourced CMO model, Erik reveals the principles, strategies, and mindset that continue to drive his success.We also dive into AI’s role in the future of marketing, building trust in noisy markets, and how Hawke Ventures and Hawke.AI are shaping the next era of business growth.📌 Topics Covered / Key Insights: • Why Erik launched Hawke Media after realizing “99% of agencies are full of it”  • The three timeless pillars of marketing: awareness, nurturing, and trust  • How sending free products to bloggers turned into a seven-figure ROI campaign  • Why every modern company must act like a media company to survive 💡 Learn more about Hawke Media: https://hawkemedia.com🌐 Connect with Erik Huberman: https://erikhuberman.com⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#170 What It Takes to Build a Billion-Dollar Space Company with Dylan Taylor, CEO of Voyager
What does it take to go from Fortune 1000 executive to commercial astronaut and CEO of a multibillion-dollar space company?Dylan Taylor, Chairman & CEO of Voyager Technologies (https://voyagertechnologies.com/), joins me to share his incredible journey—from leading global companies to becoming one of the world’s most active space investors, to flying aboard Blue Origin’s New Shepard as the 606th human in space.In this conversation, Dylan opens up about his passion for space since childhood, how Voyager Technologies went from founding to IPO in just six years, and why the future of humanity in space is closer than most realize.📌 Topics Covered• Why Dylan left a Fortune 1000 executive career to follow his passion for space• How Voyager Technologies won a NASA contract just 20 months after founding• The game-changing role of Starlab and microgravity research• Dylan’s perspective on Elon Musk, Jeff Bezos, and the future of the space economy💡 Learn more about Dylan Taylor:Website: https://dylantaylor.org/LinkedIn: https://www.linkedin.com/in/taylordylan/X (Twitter): https://x.com/dylanInstagram: https://www.instagram.com/dylantaylorspace/YouTube: https://www.youtube.com/@DylanTaylorSpaceFacebook: https://www.facebook.com/dylantaylorspace💡 Learn more about Voyager Technologies:Website: https://voyagertechnologies.com/🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent
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#176 Scaling a Creative Agency Without Selling Your Soul with Darren Magarro, The DSM Group
What if your best marketing asset isn’t your funnel or ad spend — but your values?Darren Magarro, founder and president of The DSM Group (https://thedsmgroup.com), joins me to unpack how he built one of New Jersey’s top marketing agencies from scratch — starting with just his gut instincts, a deep belief in community, and zero cold calls.Darren’s story is raw, real, and refreshingly grounded. From walking away from Wall Street to scaling a multi-million-dollar agency in an industry obsessed with flash, Darren shares the mindset shifts, hiring mistakes, and personal breakthroughs that helped him build something sustainable, profitable, and purpose-driven.📌 Topics Covered:• Why DSM has never made a cold call — and still wins 6–7 figure clients• The marketing industry’s biggest lies (and what clients actually want)• How Darren built a resilient team culture rooted in trust and transparency• What he’s learned about leadership, fatherhood, and legacy as DSM turns 17💡 Learn more about DSM Group: https://thedsmgroup.com🎧 Connect with Darren: https://www.linkedin.com/in/darrenmagarro/⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#150 How to Build Your Dream Business Without Selling Your Soul w/ Chris Brewer, OMG Commerce
What does it really take to build a thriving business that reflects your values — without burning out, selling out, or losing yourself in the process?In this refreshingly honest and deeply personal conversation, Chris Brewer, co-founder of OMG Commerce, shares his journey from radio ad salesman to co-running one of the most respected performance marketing agencies in e-commerce. But beyond the growth stats and client wins lies a story of real inner work: navigating identity, family sacrifice, and the realization that sometimes success needs redefinition.We talk about what it means to scale with integrity, the invisible costs of entrepreneurship, and how Chris is now exploring a different kind of ROI — one based on legacy, peace of mind, and presence.If you’re building something big and want to do it without losing your soul, this episode is for you.⸻📌 Topics Covered: • From TV ads to DTC marketing mastery: Chris’s early journey • Building a multi-million dollar performance marketing agency without outside capital • The emotional cost of hustle — and how to recalibrate • When to “take chips off the table” (and how to think about exits) • Redefining success after the dream comes true💡 Learn more about OMG Commerce:LinkedIn: https://www.linkedin.com/in/momarketer/ Website: https://www.omgcommerce.com/ X: https://x.com/momarketer Facebook: https://www.facebook.com/momarketer/ ⸻🔗 Follow “What Are You Working Towards?” & Host Chris Brodhead: • Website: https://www.working-towards.com • Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr • iTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400 • YouTube: https://www.youtube.com/@workingtowards • Instagram: https://www.instagram.com/working_towards • TikTok: https://www.tiktok.com/@working_towards⸻⚠️ Disclaimer:The views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#175 Solving a Billion-Dollar Pharma Problem by Accident with Ben Davis, CEO of Phizzle
What do ESPN mobile games, NHL jumbotrons, and pharma cleanrooms all have in common? Ben Davis.In this episode, Ben Davis — serial entrepreneur and CEO of Phizzle — shares how he went from selling CAD software in Silicon Valley to pioneering the future of drug manufacturing automation. From building ESPN’s first branded mobile games pre-iPhone, to engineering a cleanroom-compliant hardware device (when his company was supposed to be software only), Ben reveals what it takes to stay ahead of tech revolutions.We talk startups, pivots, and solving billion-dollar problems no one else wants to touch — all with Phizzle’s signature grit.📌 Topics Covered: • How Ben sold a mobile gaming company after building ESPN’s first branded games • Why his fan engagement startup for pro sports hit a growth wall — and how he turned it around • The wild pivot that turned Phizzle into a cleanroom data platform for pharma giants like Merck • Why modernizing scientific instruments is the “AI-ready” unlock pharma didn’t know it needed💡 Learn more about Phizzle: https://www.phizzle.com🎧 Follow Ben Davis: https://www.linkedin.com/in/bendavis3/⸻🔗 Follow “What Are You Working Towards?” & Host Chris Brodhead:🌐 Website: https://www.working-towards.com🎧 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr🍎 iTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400📺 YouTube: https://www.youtube.com/@workingtowards📸 Instagram: https://www.instagram.com/working_towards📹 TikTok: https://www.tiktok.com/@working_towards
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#169 Dressing for Success Without Shopping, Laundry, or Filling Landfills w/ Anya Cheng
Can you dress better, boost confidence, and reduce waste — without shopping or doing laundry?Anya Cheng, Founder & CEO of Taelor, joins Chris to share how her AI-powered menswear rental startup is making life easier for busy professionals while transforming the future of fashion.A former product leader at Meta, eBay, and McDonald’s, Anya reveals how she turned a simple Shopify MVP into a $2.3M venture-backed company by solving a surprisingly universal pain point: helping men look great without effort — or waste.📌 Topics Covered: • How Taelor eliminates shopping and laundry while helping men look sharp and confident • The scrappy MVP that led to their first customer — and first $1M in funding • How sustainability and data are baked into their model (30% of clothes go from factory to landfill — Taelor fixes that) • Why Taelor is empowering everyday professionals — not just fashion-forward influencers💡 Learn more about Taelor: https://taelor.style🎧 Connect with Anya Cheng: LinkedIn: https://www.linkedin.com/in/anyacheng/ X: https://x.com/anyacheng Facebook: https://www.facebook.com/AnyaChengSiliconValley TEDx Talks: https://www.youtube.com/watch?v=RgGteWTUrn8 ⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ Disclaimer: The views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#174 How To Outsmart the AI Apocalypse + Build a Better Marketing Agency with Ivan Vislavskiy
How do you grow a digital agency from a scrappy startup to powerhouse — while staying lean, global, and ahead of the AI curve?Ivan Vislavskiy, co-founder and CEO of Comrade Digital Marketing, joins me to share his journey from Ukraine to the U.S., from architect to entrepreneur, and how he’s built one of the most quietly successful and innovative agencies in the country.In this wide-ranging conversation, Ivan opens up about: • The “unsexy” operational secrets behind scaling profitably • Why most agencies cap at 5–10 people • The myth of niching down — and what to do instead • How Comrade is embedding AI into every part of their operation (without sacrificing creativity or quality)Whether you’re an agency owner, entrepreneur, or creative pro looking to future-proof your business, this episode is loaded with practical wisdom and inspiration.📌 Top Takeaways:• How Ivan built a scalable agency culture that still prioritizes quality and team happiness• The real reason most agencies struggle to grow — and how Comrade avoided the trap• Why the best positioning isn’t always “niching down” — and what’s more powerful instead• How to think about AI adoption: start with your internal workflows, then scale client value💡 Learn more about Comrade: https://comradeweb.comLinkedIn: https://www.linkedin.com/in/ivan-vislavskiy-53bb559/ Website: https://ivanvislavskiy.com/ ⸻🔗 Follow “What Are You Working Towards?” & Host Chris Brodhead • Website: https://www.working-towards.com • Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr • iTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400 • YouTube: https://www.youtube.com/@workingtowards • Instagram: https://www.instagram.com/working_towards • TikTok: https://www.tiktok.com/@working_towards
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#168 What It Really Takes to Build 12 PT Clinics (Hint: Not Just Exercise) w/ Dr. Josh Funk
What does it take to transform a painful injury into a nationwide movement redefining physical therapy? Dr. Josh Funk — former D1 lacrosse player, physical therapist, and founder & CEO of Rehab 2 Perform (https://rehab2perform.com/) — joins me to share his journey from avoiding surgery to building one of the fastest-growing healthcare companies in the U.S.With 12 locations and 100+ staff, Dr. Funk’s company combines the best of athletic training, fitness, and sports performance into a holistic approach that’s changing how people view rehab. From rethinking surgery recommendations to leveraging AI in healthcare, Dr. Funk reveals how to build resilience in both the body and in business.📌 Valuable Insights from this Episode: • Why physical therapy should be a “get to” experience rather than a “have to” experience — and how that shift drives patient engagement • How Dr. Funk scaled Rehab 2 Perform from one clinic to a multi-location, Inc. 5000-recognized company without franchising • Why resilience — in your body and your business — is the most important foundation for long-term performance • How Dr. Funk is navigating the AI revolution in healthcare, balancing staff trust with operational efficiency💡 Learn more about Rehab 2 Perform: https://rehab2perform.com🎧 Follow Dr. Josh Funk: LinkedIn: https://www.linkedin.com/in/joshfunk/ Website: https://rehab2perform.com/ Facebook: https://www.facebook.com/DrJoshFunk/ Instagram: https://www.instagram.com/drjoshfunk/ YouTube: https://www.youtube.com/@Rehab2Perform X: https://x.com/rehab2perform TikTok: https://www.tiktok.com/@rehab2perform⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/what-are-you-working-towards-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#167 From CIA and FBI to Protecting Billionaires, CEOs, and Family Offices - Kris Coleman, Red5
What does it take to go from CIA and FBI operations to protecting the world’s most influential executives, families, and enterprises?Kris Coleman, Founder & CEO of Red5 Security (https://red5security.com), joins me to share his extraordinary journey from national security service to building one of the most trusted names in executive protection and risk intelligence.From early days protecting U.S. assets abroad to scaling Red5 alongside global innovators like Facebook, Uber, and Nvidia, Kris reveals the hidden realities of corporate security, the evolution of executive protection, and why building trust is at the core of his business.📌 Topics Covered• How CIA and FBI skills translate into risk analysis, due diligence, and executive protection• Why the United Healthcare CEO tragedy reshaped demand for corporate security• What makes a CEO, founder, or key executive a high-value target—and how to assess threats• Red5’s approach to scaling with clients, from startups to Fortune 1000 enterprises💡 Learn more about Red5 Security: https://red5security.com⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#166 Building a Smarter, More Human Alternative to Airbnb – Eric Goldreyer, Founder of Savvy
What would it take to build a smarter, more human alternative to Airbnb?Eric Goldreyer, a serial entrepreneur and the founder of BedandBreakfast.com, returns to the short-term rental space with Savvy (https://www.staysavvy.com) —a new platform designed to prioritize guests, hosts, and local communities alike. In this episode, Eric joins me to break down what’s broken in the current vacation rental industry and how Savvy is aiming to fix it.From battling VC-backed giants to designing a more trustworthy system with no hidden fees, Eric shares the story behind Savvy’s rapid growth—and why he believes the future of travel depends on bringing humanity back to hospitality.📌 Top Insights from the Interview:• How Eric built BedandBreakfast.com into the #1 marketplace and sold it to HomeAway (now Vrbo)• Why Airbnb’s business model is misaligned with the best interests of guests and hosts• How Savvy is leveraging local partnerships, fair pricing, and transparency to stand out• Why short-term rental platforms must earn trust with both homeowners and cities to scale💡 Learn more about Savvy: https://www.staysavvy.com⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent.
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#165 Pioneering the Tech that Prevents Teen Tragedies Every Day – Jeff Patterson, Founder of Gaggle
What if your company could literally save lives—and you built it from scratch with no outside funding?Jeff Patterson, Founder & CEO of Gaggle, joins me to share the extraordinary 26-year journey of turning a simple idea—safe email for students—into a national force in student safety and suicide prevention.In this episode, Jeff reveals: • How a conversation with a teacher sparked the creation of Gaggle • The emotional story of how Gaggle helped stop a student from hurting themselves in real time • Why he never took outside capital and runs the company as a sole owner • His “evergreen business” mindset and why his exit strategy is a coffin • His vision for a more complete solution to youth mental healthWe also dive into the entrepreneurial philosophies that guide him, the power of story in creating culture, and how Gaggle is tackling some of the toughest issues in America’s schools—anxiety, abuse, bullying, and more.📌 Topics Covered: • Mission-driven entrepreneurship • Mental health and technology in education • Building trust in the public sector • Why Jeff posts EdTech jobs every week for free • What he’s working toward—and why he’s not retiring anytime soon🔗 Learn more about Gaggle: https://www.gaggle.net👤 Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffhpatterson/⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#162 How Jen Glaser Turned Hand-Drawn Dog Toys Into a Global Pet Brand – ZippyPaws Founder Story
What does it take to turn hand-drawn dog toy sketches into a globally beloved pet brand? Jen Glaser, co-founder of ZippyPaws, joins me to share her journey from college graduate with a dream to leading one of the world’s most design-forward pet toy companies — alongside her dad and their growing team.From creating the now-iconic Donutz toy (which has sold over 10 million units!) to navigating a rapidly changing retail landscape, Jen reveals how combining creativity, quality, and a deep love for dogs has helped ZippyPaws stand out in a crowded market — all while staying family-owned and proudly independent.📌 Topics Covered:• How ZippyPaws was born from a father-daughter dream• The viral success behind their best-selling Donutz dog toy• Why design and storytelling matter in the pet industry• How they transitioned from Amazon to big-box retailers like Target• Navigating tariffs and preparing for their 15-year anniversary• Why ZippyPaws is leaning into authenticity in a private-equity-dominated industry💡 Learn more about ZippyPaws: https://zippypaws.com🎧 Listen to Jen’s Podcast: https://zippypaws.com/links⸻🔗 Follow “What Are You Working Towards?” & Host Chris BrodheadWebsite: https://www.working-towards.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@workingtowardsInstagram: https://www.instagram.com/working_towardsTikTok: https://www.tiktok.com/@working_towards⸻⚠️ DisclaimerThe views and opinions expressed on the “What Are You Working Towards?” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent…
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#163 From Family Startup to Global Brand: The Harney & Sons Story with Mike Harney
What does it take to turn a family tea startup into a global brand, beloved by customers worldwide? Mike Harney, Vice President and Master Tea Buyer of Harney & Sons, joins me to share the extraordinary journey of growing one of the world’s most respected tea companies — without ever taking outside investment.From tasting trips in Kenya and Mozambique to supplying major retailers like Barnes & Noble, Amazon, and Target, Mike reveals how passion, persistence, and quality turned Harney & Sons into a household name. Along the way, he shares the challenges of navigating tariffs, the art of tea tasting, and why staying family-owned has been central to their success.📌 Topics Covered:• Why Harney & Sons never took outside investment — and why that matters• How “only buy teas that make you smile” became a guiding philosophy• The global adventures behind sourcing world-class teas• Why direct-to-consumer e-commerce is now their largest business driver💡 Learn more about Harney & Sons: https://www.harney.com⸻🔗 Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcast⸻⚠️ DisclaimerThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#153 The Millionaire‑Next‑Door Playbook w/ Dillon Widdows, Financial Advisor, Accelerated Wealth
Dillon Widdows (https://www.linkedin.com/in/dillon-widdows-75a30884/) is a Senior Wealth Advisor at Accelerated Wealth who steers $85 million in client assets with a fiduciary mindset shaped by Fisher Investments and hard-won lessons from the 2008 crash. He now helps “millionaire-next-door” retirees turn disciplined saving into durable income and true financial contentment.In this episode, Chris and Dillon discussCoaching retirees to stay calm during 15% market drawdownsCrafting income + growth portfolios for military and federal pensionsWhy true fiduciaries never “sell” and how referrals power organic growthUltra-marathon habits that translate to client discipline and successConnect with DillonWebsite: https://acceleratedwealth.com/LinkedIn: https://www.linkedin.com/in/dillon-widdows-75a30884/Instagram: https://www.instagram.com/dwiddows7/Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDisclaimerThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#161 Building the Blueprint for Global Open Banking w/ Chris Michael, Co-CEO of Ozone API
Tired of clunky, outdated banking systems? Chris Michael, Co-CEO of Ozone API, helped design the UK’s original open banking standards — now copied and adapted worldwide. Today, Ozone provides banks and regulators with the infrastructure to make open banking and open finance work seamlessly, securely, and at scale.In this episode, Chris shares the journey from engineering and digital marketing to shaping global financial standards, how Ozone grew from a proof of concept into a trusted partner for 100+ institutions, and his vision for the future of open finance.📌 Topics Covered:• How the UK’s open banking framework became a global blueprint• Why APIs are transforming how consumers and fintechs securely connect with banks• Real-world use cases — from small business accounting to instant credit card payments• How Ozone partners with core banking providers, consultants, and regulators worldwide💡 Learn more about Ozone API: https://ozoneapi.com⸻🔗 Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcast⸻⚖️ DISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#159 Cracking the Code of Hormones: How PROOV Helps Women Thrive with Dr. Amy Beckley
Most women are told to “just wait” when struggling with fertility, miscarriages, or perimenopause. Dr. Amy Beckley — scientist, survivor, and Co-Founder of PROOV — is changing that narrative. After facing her own infertility and recurrent miscarriages, Amy uncovered how little the medical world understood about hormones. Today, her company PROOV empowers women to track their hormone health at home, from first period to last, giving them clarity, solutions, and ownership over their bodies.In this episode, Amy shares her powerful personal journey, why progesterone and hormone balance are essential, and how hormone testing can transform fertility, productivity, and quality of life. Whether you’re planning for a family, navigating perimenopause, or simply want to understand the “fifth vital sign” of women’s health, this conversation will open your eyes.📌 Topics Covered:• Why the medical system fails women in fertility and hormone care• How PROOV helps women track and balance hormones at home• The hidden $32B cost of perimenopause on the workforce• Why the menstrual cycle should be considered the “ultimate health metric”💡 Learn more about PROOV: https://proovtest.com⸻🔗 Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcast⸻⚠️ DisclaimerThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#158 Becoming the Shopify of Trust w/ Andrew McLeod, Co-Founder & CEO of Certn
Tired of slow, outdated background checks? Andrew McLeod, Co-Founder & CEO of Certn, is on a mission to reimagine trust in hiring, identity verification, and global mobility. Under his leadership, Certn has grown into one of Canada’s fastest-scaling tech companies — backed by Deloitte’s Fast 50, LinkedIn Top Startups, and KPMG’s Canadian Tech Innovator awards.Andrew shares how Certn is transforming a broken system, why speed and candidate experience matter more than cost, and his vision of building the “Shopify of Trust” to make background checks fast, seamless, and reusable worldwide.📌 Topics Covered:• Why the hiring process is broken — and how Certn is fixing it• How global background checks went from weeks to minutes• The role of trust, identity, and compliance in scaling a business• Andrew’s dream of making Certn a Canadian tech success story💡 Learn more about Certn: https://certn.coFollow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#157 How Keeper Is Disrupting Tax Prep for High-Earners & Small Business Owners w/ David Kang
Tired of TurboTax and outdated accounting software? David Kang, Founder & CEO of Keeper — a tech-enabled tax preparation service pairing clients with top accountants while using AI to automate the busywork.David shares how Keeper has grown to serve 40,000+ clients a year, why 75% of accountants retiring soon is a massive opportunity, and how their platform helps high-earners and small business owners save time, money, and headaches.📌 Topics Covered: Why most tax prep software is broken The shortage of quality accountants (and what it means for you) How AI is changing the tax industry The future of tax prep for high-income professionals and small businesses💡 Learn more about Keeper: https://www.keepertax.comFollow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.com Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 YouTube: https://www.youtube.com/@uhnwc Instagram:https://www.instagram.com/ultrahighnetworthclients TikTok:https://www.tiktok.com/@ultrahighnetworthclients Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcastDisclaimer The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#151 Building the World’s Largest Customer Database w/ Bastian Bergmann, Founder & COO, Solsten
Bastian Bergmann ( https://www.linkedin.com/in/bergmannbastian/ ) fuses psychological science with AI to help global brands truly understand their customers. As Cofounder and COO of Solsten, he turns deep audience insights into healthier, high‑performing experiences.In this episode, Chris and Bastian discuss:Slashing user‑acquisition costs by 25% with psychology‑led adsThe new moderation trend and what it means for product designBuilding data‑rich personas in minutes instead of monthsLessons from spinning out five venture‑funded startups in three yearsConnect with BastianWebsite: https://solsten.io/LinkedIn: https://www.linkedin.com/in/bergmannbastian/Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#149 How to Hook Viewers in 10 Seconds w/ Jim Dubensky, Co‑Founder/Director & Writer, Get Real Content
Jim Dubensky (https://www.linkedin.com/in/jimdubensky/) is the creative force behind Get Real Content, where he turns Fortune‑500 storytelling into scroll‑stopping video. With two decades on shows for Apple+, Discovery, MTV/VH1, and YouTube Red, Jim now helps brands capture that same binge‑worthy magic—on any budget.In this episode, Chris and Jim discuss:TV “act‑break” tricks that hook viewers in the first 10 secondsStretching a $50K budget to look like $500K on screenWhy authentic people beat polished actors in today’s feedsNavigating AI, TikTok, and the future of branded contentConnect with JimWebsite: https://getrealcontent.com/LinkedIn: https://www.linkedin.com/in/jimdubensky/Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#75 Overcoming the Challenges of Starting Out w/ Andrew Betts, Partner, Bickling Financial Services
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families. Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan.In this episode, Chris and Andrew discuss:1. Planting Seeds for Long-Term Growth: The Power of Patience2. How Financial Advisors Can Learn from ‘The Big Short’ and 20083. Women Pioneers in Finance4. Bringing Psychology into Financial PlanningLinkedIn: https://www.linkedin.com/in/andrewhbetts/ Company LinkedIn: https://www.linkedin.com/company/bickling-financial-services/people/ Website: https://bickling.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
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#145 Building a Fiduciary Firm Clients Trust w/ Stephen Nelson, Partner and Senior Wealth Manager, Mills Wealth Advisors
Stephen Nelson (https://www.linkedin.com/in/stephen-nelson-cfp/) is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security.In this episode, Chris and Stephen discuss:Why a unanimous three-person investment committee beats knee-jerk tradesThe move from broker-dealer sales culture to true fiduciary serviceA simple referral prompt that fuels high-quality client growthBuilding 75 percent standardized, 25 percent personalized client experiencesConnect with StephenWebsite: https://www.millswealthadvisors.com/stephen-nelson/LinkedIn: https://www.linkedin.com/in/stephen-nelson-cfp/Instagram: https://www.instagram.com/smartmoneystephenTwitter: https://x.com/smartmoneysnYouTube: https://www.youtube.com/@SmartMoneyStephenTikTok: https://www.tiktok.com/@smartmoneystephenFacebook: https://www.facebook.com/StephenCFPFollow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDISCLAIMERThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.
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#144 From Higher-Ed to High-Value Planning w/ Nev Kraguljevic, Financial Planner, Elephant Corner Financial
Nev Kraguljevic, MBA, CSLP® (https://www.linkedin.com/in/nevkraguljevic/) is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth.In this episode, Chris and Nev explore:1-From higher-ed career to fee-only planning pivot2- Student-loan strategies for medical small-biz owners3-“Value-first” sales method that makes prospects ask to sign4-Serving LGBTQ+, immigrants & first-gen wealth buildersConnect with Nev:Website: https://www.elephantcornerfinancial.com/https://guidingwealth.com/nev-kraguljevic/LinkedIn: https://www.linkedin.com/in/nevkraguljevic/Maximize your marketing, close more clients, and amplify your AUM by following us on:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/faDISCLAIMERThis content is provided by Chris Brodhead and Ultra High Net Worth Clients podcast (“UHNWC”) for general informational and educational purposes only. Nothing contained herein is, or should be construed as, individualized investment, legal, tax, accounting, or other professional advice, and it is not an offer to buy or sell—or a solicitation of an offer to buy or sell—any securities, financial instruments, or other investments. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results; historical returns, expected returns, or projections may not reflect actual future performance. Before making any financial decisions, you should conduct your own due diligence and consult a qualified professional who understands your specific situation, objectives, and risk tolerance. UHNWC, its hosts, guests, and associated entities expressly disclaim all liability for any direct or indirect loss or damage incurred by any person who relies on the information presented.
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ABOUT THIS SHOW
Chris Brodhead interviews founders, marketing directors, filmmakers, and other fascinating people about the goals that drive them to create. Each episode ends with one big question: What are you working towards? The answers are surprising, inspiring, and often deeply human. The goal of the show is to help listeners live lives closer to their dreams—more money, more joy, less work they hate. Previously the title of this show was The Ultra High Net Worth Clients podcast.
HOSTED BY
Chris Brodhead
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