Episodes

“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 ...

“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. ...

“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 investor...

“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 discus...

“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 buyer...

“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 P...

“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 sha...

“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 res...

“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 Ke...

“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 gro...

“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 ...

“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 ho...

"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...

“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 sid...

“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...

“Have faith and trust in the universe.” – Brent Mekosh Jeffrey Feldberg and Brent Mekosh talk about the kind of mindset to look for in a wealth advisor as well as an investor. Brent talks about what to do and not do in choppy markets. Brent leans on his experience in the market starting off as a trader in the New York Stock Exchange, and later, Vice President of trading for Bear Wagner Specialists and a member of the NYSE. Jeffrey and Brent talk about how mindset is also key for success in bus...

“Nothing really matters as much as you think it does.” – Kevin Palmieri Jeffrey Feldberg and Kevin Palmeiri talk about the importance of mindset for success in both business and life. Kevin shares his origin story of how he appeared successful on the outside but was lacking fulfillment and feeling miserable. Kevin co-founded Next Level University and has hosts two leading podcasts. Kevin’s entrepreneurial journey taught him the importance of incorporating fulfillment into success on both the pe...

“Prioritize your health and family as much as your business.” – Jeremy Straub Jeremy overcame Stage 4 throat cancer while still running large companies. His father owned multiple successful car dealerships in the northeast and lost everything in the recession. Seeing what happened to his dad, Jeremy decided he would never put all his eggs in one basket. Today he owns 9 businesses in 5 industries with 1,500 employees and 250,000 clients, generating over $100 million a year in revenue and $15 bil...

“Accept where you are and where you are going.” – Rob Schwartz Jeffrey Feldberg and Rob Schwartz are discussing the success of the book "Tuesdays with Morrie" and the new book "Wisdom of Morrie". They are discussing the story behind the books and how they have impacted people's lives. They are also discussing the importance of having a moral compass and how to promote the books. Rob suggests that people prioritize both their business and personal relationships, and that the most important thing...

“Make the decision to focus on your health today so you’ll enjoy a wonderful healthy life tomorrow with your family, grand children, and life’s magic moments.” – Philip Ovadia “Help enough people get what they want so you can get what you want.” - Alan Wozniak Jeffrey Feldberg has a health round table with Dr. Phil Ovadia who is a heart surgeon and author of Stay Off My Operating Table, and Alan Wozniak who recently had a successful liquidity event. Jeffrey, Dr. Ovadia, and Alan share the Key P...

“Do the thing that you love.” – Nancy Erickson Jeffrey Feldberg and Nancy Erickson discussed Nancy's career journey and how she created a system to help people turn their ideas into published books. Nancy's system helps people crystallize their message, create a purpose statement, and turn their ideas into a professional book product. Nancy also provides book mapping services to help authors create a series of books from the same material. Nancy advises against using ghostwriters and encourages...