Episodes

“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 ...

“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...