Episodes

“Don’t wait so long to follow your dreams.” - Stephanie Walter Mastering the Art of Liquidity Events with Stephanie Walter on the Deep Wealth Podcast In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks with guest Stephanie Walter about wealth creation, business exits, and liquidity events. As a successful entrepreneur and investor, Stephanie shares her experience, insights, and strategies on how to extract deep wealth from businesses. She also discusses her investment approa...

“Take planned time out from what you’re doing to enjoy life.” -Nick Gray Jeffrey Feldberg and Nick Gray discuss the importance of building personal connections and finding common interests in business relationships. They talk about Nick's book, The Two Hour Cocktail Party, and how it offers strategies for hosting events that go beyond just having fun. They share their experiences with entrepreneurship and liquidity events, and how having the right team and community is crucial for success. They ...

“Be an enabler to help people create their ideal version of life” -Bryan Clifton Jeffrey Feldberg and Bryan Clifton covered a range of topics related to family businesses, including succession planning, leadership transitions, and the impact of AI. Bryan shared his experience growing up in a family business and how it shaped his views on entrepreneurship. He emphasized the importance of not assuming that a business will stay in the family and the need to consider whether it is worth passing on t...

“Commit to hiring the best people.” -Mike Kaeding Jeffrey Feldberg and Mike Kaeding talk about how Mike has vertically integrating his construction company to reduce costs and increase efficiency. He has also created an investment platform, Norhart Invest, which allows retail investors to deposit money and earn a fixed interest rate. He has gone through SEC approval to make this possible. Mike suggests that to attract world-class talent, companies need to have someone doing the recruiter role a...

“Everything is going to be OK.” -David Stillman Jeffrey Feldberg and David Stillman discussed the significance of understanding generational differences in the workplace. David shared his extensive experience in generational research and his involvement in startups, as well as his passion for writing fiction. He discussed his recent success with a one-person musical which won Best of Fringe. He emphasized the importance of pursuing side projects and taking risks, even if there is no commercial ...

“Don’t take yourself too seriously and don’t see failure as failure.” -Jason Helfenbaum Jeffrey Feldberg and Jason Helfenbaum discussed various topics related to business growth and continuity. They talked about the technical difficulties they were experiencing with their video call and gave updates on their respective businesses. Jason shared his process for working with businesses, which involves listening carefully and understanding the business, offering a complimentary consult, and identify...

“Give to your relationships freely and abundantly.” -Alan Crone Jeffrey Feldberg interviews Alan Crone who emphasizes the importance of understanding the roles of employees and how they contribute to the company's mission. He suggests that job descriptions should be updated regularly and that communication is key to building relationships with employees. He also recommends reading The E Myth Revisited to understand how to hire the right people for the right roles. Jeffrey and Alan discuss the i...

“You’re already great and just don’t know it yet.” -Donna Lichaw Jeffrey Feldberg and Donna Lichaw discussed Donna’s journey from working on product development for well-known companies to becoming an executive coach and leadership development expert. She explained how she realized that many companies struggled with turning their customers into heroes of a mythical story, which led her to explore the question of whether leaders can be heroes too. This realization eventually led her to shift her ...

“Enjoy the journey.” -Matthew Davis Jeffrey Feldberg and Matt Davis discussed the importance of culture in his successful law firm and how it has helped them attract the right talent and retain clients. He also discussed the importance of assessing weaknesses and threats in order to capitalize on opportunities and prevent business failure. He suggested using a checklist and brainstorming to come up with smart questions to identify potential problems. Matt suggests that business owners should ta...

“Get a mentor as fast as you can.” -Pete Mohr Pete Mohr and Jeffrey Feldberg discussed the importance of allowing decisions to be made at the lowest possible level of the organization and Pete shared his experience of owning businesses for over 30 years. He has created systems and frameworks to help business owners move from operator to owner and allow decisions to be made at the lowest possible level. They also discussed the psychology behind why business owners may struggle to let go of decisi...

“Chill out. It will all work out.” -Grant Baldwin Jeffrey Feldberg and Grant Baldwin discuss the importance of public speaking and how it can be used to grow a business. They also discussed the need to have a clear strategy and goal when it comes to speaking and how to make sure to avoid common mistakes. Finally, they discussed the esteem associated with being a speaker and how it can be used to influence, network, and make an impact. Grant recommends that speakers practice and prepare a lot, u...

“You don’t need to worry.” -Ahmie Baum Jeffrey Feldberg and Ahmie Baum discuss the services offered by Interchange Capital, which specializes in helping family businesses navigate the complexities of the four interchanges of the life cycle: individual, family, business, and ownership. They also discussed how Interchange Capital can help business owners with growing and scaling their business, generational conversations, family office building, and liquidity events. Ahmie has humble beginnings t...

“Don’t worry, everything will work out.” -Manuj Aggarwal Jeffrey Feldberg and Manuj Aggarawal talk about all things Artificial Intelligence. Manuj shares his story and how he has been involved for nearly two decades. Jeffrey and Manuj dispel many myths around AI. One myth is that AI will displace many jobs. Instead, Jeffrey and Manuj talk about how AI can ensure that existing employees are more productive. Through AI, a small team can have the response time of a large time with more in-depth ...

“Understand the big picture to ensure that today’s success doesn’t become tomorrow’s failure.” -Jeffrey Feldberg Jeffrey Feldberg does a solo episode by leveraging inflection points for business success. Feldberg stressed the importance of identifying industry changes that could impact a business and preparing for them in advance by creating a winning business model that includes recurring revenue, long-term contracts, and revenue sharing. He used the example of Netflix and Blockbuster to illust...

“I appreciate all the mistakes I’ve made because they’ve made me the person I now am..” - Jeff Higgins Jeffrey Feldberg and Jeff Higgins talk about how. Jeff has become successful. Not only has a real estate investor but in life. Jeff shares his transformational journey in his personal life, especially after he joined and later became a co-owner in the fraternity of excellence. Jeffrey and Jeff do a deep dive on life strategies that have a massive impact in both business and in one's personal...

“Lean on people more often as it will take you further faster.” - Brittany Anderson “Take your health seriously today.” - Mike Koenigs “Value your health and don’t take it for granted.”- Cade Archibald “Get comfortable being uncomfortable.” -Bryan Sweet “The crowd is usually not right.” -Dr. Anthony Sparks Jeffrey Feldberg interviews the founding members of Wealth Longevity International: Bryan Sweet, Brittany Anderson, Mike Koenigs, Regan Archibald, Cade Archibald, and Dr. Anthony Sparks. Th...

“Let the Spirit Of Excellence be your North Star.” - Mac McNeil Jeffrey Feldberg and Mac McNeil talk about little known but effective strategies of leadership. Matt shares his origin story from the military to the corporate world and the excess he accumulated by leveraging the strategies shared. Mac talks about the challenges that leaders face today with the influx of AI in a post pandemic world. Jeffrey and Mac reveal strategies on how to get the most out of team members in a way that has th...

“Cool it.” - Kim Sorrelle Jeffrey Feldberg and Kim Sorrelle talked about Kim’s journey and the importance of love in personal and professional life, and how it allowed her to be more accepting and respectful of others. Kim also discussed her year-long experiment in living out Corinthians 13 Love, which led her to discover that love is not an emotion or feeling, but rather something that you are. Jeffrey and Kim discussed the role of love in personal and professional life, emphasizing the i...

“Be bold and try different things.” - Miriam Kendall Jeffrey Feldberg and Miriam Kendall discussed Miriam's new consulting company, Kairos Growth Advisors, which offers fractional and interim services for executive positions, traditional consulting projects, and coaching services. They also discussed the advantages and disadvantages that small to mid-sized companies have in terms of marketing strategies, emphasizing the importance of finding a balance between taking risks and being agile, while ...

“Face your fears.” - Alison McAulay Jeffrey Feldberg and Alison McAuley discussed Alison's work in re-humanizing businesses and cultures, as well as her background and passion for compassion and creativity in business. Alison shared her unique journey from being an elite gymnast to becoming a trauma-informed cranial sacral therapist and co-creating a theory of change called bio transformation theory. The meeting also covered the impact of perfectionism on personal and professional development...

“Make mistakes at full speed.” - Dan Rogers Jeffrey Feldberg and Dan Rogers talk about how to scale revenue and profits effortlessly. Dan shares how he’s scaled his company in short order through unconventional strategies that empower clients and employees. Dan talks about both what to do and what no to do when growing a business. Jeffrey and Dan explore social programming and how conventional wisdom is not so wise. Dan talks about the importance of training and training systems for teams. Je...

“You are beautiful. You are loved. You are wanted here. You are invited here.” - Nick Jankel Jeffrey Feldberg and Nick Jankel discussed Nick’s personal experience of leaving medical school and saying no to a lucrative business offer, which were difficult decisions but ultimately led to growth and success. Jankel emphasized that as a leader, it's important to pay for education with some kind of pain and move through it to the next growth period. Nick and Jeffrey Fdiscussed the importance of purp...

“Stay the course, you'll figure this out.” - Rita McGrath Jeffrey Feldberg and Rita McGrath talk about Rita’s thought leadership on inflection points and industry change. Rita McGrath shared her journey from a political science degree to academia and her fascination with large-scale organizational change and transformation. She discussed the challenges companies faced in the past when embarking into uncertain spaces with the same tools and mindset they used for things they already understood wel...

“Show me your exit plan and I’ll show you your future” - Jeffrey Feldberg In this solo episode, CEO and Co-Founder of Deep Wealth, Jeffrey Feldberg, reveals five strategies for a successful strategic exit plan. When done well, a strategic exit plan unlocks business success, financial freedom, and post-exit happiness. Jeffrey shares the three areas that every strategic exit plan must focus on for optimal results. In this episode you’ll learn common challenges that you and your team will face as ...