Episodes

“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, t...

“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. Jeffr...

“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 purpo...

“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 w...

“Do something that gets you engaged with other people” - Jason Parker Jeffrey Feldberg and Jason Parker discuss strategies to plan for retirement. Jason shares the research and insights that went into his book and online system Retirement Calculator: How Much Money Do I Need To Retire? Jason reveals the common mistakes most business owners make and how to avoid them. Jeffrey and Jason discuss market trends and the importance of mindset in helping to achieve your financial goals. Click here to su...

“You don’t have unlimited amount of time. Appreciate what you have today.” - Brian Keith Jeffrey Feldberg and Brian Keith talk about Brian’s journey and how he helps business owners get more done in less time. Brian shares strategies from the trenches to help you find areas in life and business that you must stop doing today so you can be happy and fulfilled tomorrow. Jeffrey and Brian talk about strategies that help grow profits for a business in a way that minimize time and maximize results. B...

“Take time out to enjoy the journey.” - Michael Butler Jeffrey Feldberg and investment banker Michael Butler discussed the importance of understanding buyers for a successful sale and highlighted the benefits of bringing two companies together, including cost advantages and revenue increases. Michael and Jeffrey also provided valuable insights into the role of investment bankers in business sales. They explained the benefits of working with different types of buyers, such as individual investors...

“Be present and enjoy the ride.” - Sonya Shelton Jeffrey Feldberg And Sonya Shelton talk about Sonya’s journey at Disney and lessons learned from the trenches. Jeffrey and Sony discuss the importance of company culture and what to both do and not do when growing a business. Sonya shares little known strategies on how mindset combined with culture create success for all stakeholders. Sonya also reveals how to transform “employee thinking” into “leader thinking.” Jeffrey and Sonya go on to discuss...

“Make the most of each day and welcome uncertainty.” - Jacob Koenig Jeffrey Feldberg and Jacob Koenig explore the different types of investment bankers. Jacob talks about his journey in M&A in Asia and now back in the US. Jacob shares what buyers look for to either walk away from a deal or move forward and even pay a premium. Jeffrey and Jacob talk about the importance of preparation far in advance of a liquidity event and competitive advantage gained. Jacob shares the fatal mistakes that buyers...

“Start earlier with entrepreneurship.” - Ann Carden Jeffrey Feldberg and Ann Carden talk about Ann’s journey to become the coach of coaches, consultants, and entrepreneurs. Ann shares strategies she’s leveraged to build and sell five successful businesses. Jeffrey and Ann talk about how to generate higher profits while working less through optimal pricing. Ann reveals strategies from the trenches and the fatal mistakes most business owners make. Click here to subscribe to The Deep Wealth Podcast...

“Don’t take yourself too seriously and have fun on your journey and celebrate the milsetones.” - Dominic Teich Jeffrey Feldberg and Dom “Slice” Teich talk about Dom’s fighter pilot background and how it applies to, business and life. Dom reveals the strategies and techniques that American fighter pilots use to ensure mission completion and how to apply the strategies in business. Jeffrey and Dom talk about know when to quit and when to keep moving forward despite challenging situations. Dom shar...

“Believe in yourself and grow your confidence.” - Jonathan Jay Jeffrey Feldberg and Jonathan Jay talk about Jonathan’s rich journey in business, success, and optimizing life for happiness. Jonathan shares how he now pays it forward by helping entrepreneurs learn a system to buy businesses. Jeffrey and Joanthan compare notes on the Deep Wealth Mastery program for selling a business and Jonathan’s system for buying a business. Both Jeffrey and Jonathan talked about the strategies from their respec...

“Enjoy and embrace the present moment.” - Ken Honda Jeffrey Feldberg and Ken Honda talk about little known but surprisingly effortless strategies to optimize life for happiness and prosperity. Ken Honda is a best-selling self-development author in Japan, with book sales surpassing eight million copies since 2001. Ken shares his journey with Jeffrey of how he uncovered powerful mindsets and strategies to welcome success and prosperity. Ken is affectionately known as the Zen Millionaire. Today Ken...

“Enjoy the journey.” - Valerie Bowden Jeffrey Feldberg and Valerie Bowden talk about Valerie’s journey and love of travel. Today Valerie helps some of the most recognizable brands in the world do business and investment in Africa. She helped launch the Ethiopian Outsourcing Association and works in partnership with the top tech outsourcing companies in Africa. She is the founder of CRDLE, the most diverse B2B marketplace that connects African brands to global customers. Her advice and experience...

“Travel more.” - Matt Putra Jeffrey Feldberg and Matt Putra talk about Matt’s experience in private equity and now as a fractional CFO. Matt shares little known but fatal mistakes that business owners make that can put a business out of business. Mat goes on to share best practices from successful companies that help grow revenue and profits. Jeffrey and Mat talk about the power of onboarding a fractional CFO for a business. Matt also shares one strategy business owners can deploy today to grow ...

“It’s all about mental health and wellness.” - Lorne Gertner Jeffrey Feldberg and Lorne Gertner discuss Lorne’s extraordinary business success across multiple industries. As a futurist, Lorne has fine-tuned his craft to identify industry inflection points early to create market disruptions. As a result, Lorne is the benefactor of multiple successful liquidity events. Lorne has create over $3 billion in value for shareholders across multiple industries. Lorne shares his approach to business and f...

“The deposits I make in my family and to be as present as I needed to be with my business.” - Alan McLaren “Always play to your strengths.” - Dany Assaf Jeffrey Feldberg and Alan McLaren discuss how businesses that don’t have a social media presence have lost a competitive advantage. The challenge for most leaders is not knowing what to do or where to start when it comes to social media as well as lacking time. Alan shares his experience from the trenches as a thought leader in marketing and how...

"It’s all OK; you’re safe." - Zach White Jeffrey Feldberg and Zack White talk about little known but proven strategies to help optimize business and life for happiness and success. Zack shares how his engineering background helps him put success down to a formula that anyone can leverage. From working with Fortune 10 companies like Microsoft and Amazon to solopreneurs, Zack share his insights from the trenches. Jeffrey and Zack talk about the importance of energy and mindset which are fuel for y...

“Lead with empathy.” – Chris Morton Jeffrey Feldberg and Chris Morton talk about Chris' experience as a serial entrepreneur and strategic partnership. Jeffrey and Chris explore how a strategic partnership can catapult the success of a company when done well. Chris talks about both what to do and what not to do in a strategic partnership. Jeffrey and Chris dive into the psychology of the pitch when speaking with a large company for a strategic partnership. Jeffrey and Chris discuss the dark side ...

“Don’t wait to follow your dreams.” – Collette Portis Jeffrey Feldberg and Colette Portis talk about strategies from the trenches that achieve success. Colette shared how winning is not a zero sum game. Everybody doesn't have to lose. Colette shares strategies on how to create a win-win-win for all stake holders. Jeffrey and Colette spoke about core values and how it’s key to ensure people who share the same core values surround you in business and life. The core values of people form a company’...

“ If there's an opportunity in front of you, always take it.” – Jimmy St. Louis During the meeting, Jeffrey Feldberg and Jimmy St Louis discussed Jimmy’s mission to offer food prescriptions based on in-home health tests and detailed food analysis. He emphasized the importance of nutrition in overall health and wellness and encouraged people to take control of their health by making informed decisions about what they eat. The discussion also highlighted the connection between gut health and infla...

“You don’t need to worry, it’ll all be fine.” – Margaret Agard Jeffrey Feldberg and Margaret Agard talk discuss a range of topics from Margaret’s success as a tech executive to her exit to how she made the seemingly impossible now possible. Margaret shares with Jeffrey the system she created that helps provide clarity and peace of mind. Jeffrey and Margaret talk about the quantum field, the power of prayer, and how to get the most out of life. Click here to subscribe to The Deep Wealth Podcast t...