Episodes

“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 busin...

“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 per...

“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 bill...

“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 Pe...

“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 ...

“Move, pick up weights, get outside and stay active every day.” – Charles Mayfield Farrow founder Charles Mayfield’s interest in clean food began when, as a personal trainer, he began researching nutrition to help his clients reach their fitness goals—and eventually co-authored three paleo cookbooks. The more Charles learned, the more he realized it’s not just the kinds of food we eat that impacts our health, but also the way that food is grown. He spent years researching farming techniques that...

“Start your goals and dreams earlier.” - Wayne Baker Imagine you're on a deadline for a big project and feeling overwhelmed, or you're looking for a new job, but you can't seem to get your foot in the door, or perhaps you're facing a personal challenge and just don't know what to do. What do these problems have in common? They can all be solved simply by reaching out to a colleague, friend, acquaintance, or wider network and making an ask. Studies show that asking for help makes us better and le...

“Make being an integral person your life goal.” - Brad Smith Brad Smith is the founder and CEO of Stellar Insight Inc. a business growth consulting and coaching company. Brad has been a chemist, production plant and equipment designer, a business manager, a business consultant, and an executive coach for CEOs and business owners among other things. He pursues insight and understanding into the convergence of business success, organizational excellence, and the practical actions it takes to con...

“Take the time to figure out what you’re good at.” - Rocky Lalvani Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom...

“You can never have too much education.” - Per Sjofers Per Sjofors, aka “The Price Whisperer”, is the Founder of Sjofors & Partners. Pricing has always been an interest area for Per. As a serial entrepreneur, running companies in Europe and the US, he did pricing experiences. Some of these worked spectacularly well, some did not work at all. As a result, Per founded his company out of his frustration that what business schools teach about pricing is too abstract, and too academic for a business ...

“Questions the so-called health authorities and ask the question “why” - Dr. Oksana Sawiak Dr. Sawiak retired from Biologic Dentistry, where she was the first woman in the world to achieve the Master of the Academy of Dentistry. Seeing a need for people to make more educated choices to protect their health, she pursued her Doctor in Integrative Medicine and now practices Integrative Wellness, helping people from all over the world to uncover the causes of their illness, not just masking the symp...

“Small actions over time add up to make a big difference.” - Hannah Newman Hannah is a licensed Functional Medicine practitioner who specializes in hormones, gut health, and advanced biomarker protocols. She has advanced training certifications in nutrigenomics, hormones, toxin exposure, longevity medicine, positive psychology, sleep science, and gut health from the American Academy of Anti-Aging Medicine and Institute of Functional Medicine. She is the founder of Healthi with Hannah, a boutique...

“Life is so good. You have many wonderful opportunities ahead of you, and you have it in your hands to make the future, whatever you want it to be” - Devin Durrant Devin Durrant is the owner of multiple real estate–centric companies. After succeeding as a consensus All-American at Brigham Young University and a two-time Academic All-American, he played for the Indiana Pacers. As an elite athlete, Devin learned how important values were for team and individual success. In real estate, Devin’s wor...

“When people feel that they're being heard they feel respected.” - Tim Brown As Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” platform that perf...

“Don’t worry about what others say about you.” - Simon Chan Simon Chan is a consistency coach and founder of MLM Nation, a business-training company. After starting his entrepreneurial career in 2003, he built a million-dollar business with over 200,000 distributors. Now an international speaker and trainer, Simon helps business owners stay consistent, defeat overwhelm, and build a successful business online. He is the host of the MLM Nation Podcast, the number one direct selling podcast. Learn ...

“Take a holistic approach to financial planning.” - Pete Bush “Pay attention to the big events happening around you.” - Bill Bush Pete Bush, CFP®, is the CEO and partner of Horizon Financial Group, a full-service financial planning, investment advisory, and retirement planning firm. Focused on bringing confidence and clarity to his clientele, Pete has worked in the industry since 1991, serving clients who include business executives, retirees, and professional athletes. Bill Bush is a Chartered ...

"When you’re the underdog figure out to use this to your advantage." - Gina Schaefer Gina Schaefer is the founder and CEO of over a dozen hardware stores in Washington, DC, Baltimore, MD, and the surrounding areas. As a member of the Ace Hardware Cooperative, Gina leads a multimillion-dollar business that employs more than 250 people. She is dedicated to maintaining a strong corporate culture and has begun a transfer of ownership through an ESOP to her teammates. Schaefer’s big passion is for de...

Anthony Butler is the founder of the digital marketing agency Can-Do Ideas and the creator of the Primal Storytelling™ content system. He is the author of Primal Storytelling, Marketing for Humans, and is a highly regarded expert in brand storytelling and digital marketing. Anthony graduated from the United States Military Academy at West Point, and the US Army Ranger School. He is a combat veteran and commanded an infantry company in Iraq during the invasion of Baghdad. He is also a Brazilian J...

“Don't work till exhaustion.” - Tara Mullarkey Tara Mullarkey went from being raised by a single mom, leaving corporate with no job prospects, to building a multi-million dollar online business. Back in New York City, Tara underwrote, sold and managed over $500 million in highly leveraged loans in the corporate finance sector, worked for the largest hedge fund in the world as well as a Fortune 50 company. After retiring from Wall Street & Corporate America and graduating with her MBA, she travel...

“It's easier than you think.” - Rachael J. Brown Rachael J. Brown earned her plant-based nutrition certification and food and sustainability certification from the T. Colin Campbell Center for Nutrition Studies and eCornell. After being diagnosed with high cholesterol in her late 20s, she discovered The China Study and started exploring the science of nutrition. After she ate WFPBNO for just 17 days, her cholesterol dropped 50 points. That was the beginning of her family’s journey from the stand...

“God has gifted you and one of the adventures in life is to figure out what those gifts are.” - Jerome Fogel Jerome Fogel is the co-founder of Fogel & Potamianos LLP. He is known as a dealmaker and innovator in the legal community. He represents successful entrepreneurs, corporations, and sports and entertainment stars. He also serves as the go-to offsite general counsel for a number of small and lower middle market companies. Click here to subscribe to The Sell My Business Podcast to save time ...

Gregory Shepard is a 20-year startup veteran, angel investor, author, and serial entrepreneur with 12 liquidity events under his belt in BioTech, TransTech, AdTech, and MarTech industries, two of which were sold as part of a $925M transactions that won 4 private equity awards for transactions between $250M and $1B. Greg has accomplished all this while existing with 7 neurodivergent conditions, including Autism and Dyslexia. As a Forbes Book Author, Contributor, and Forbes Podcast Host, his work...

“What has to happen over that period of time for you to feel like those three years were just like amazing?” - Patrick Cummings Patrick Cummings is an entrepreneur, business coach, wealth management advisor, and published author committed to helping others balance their lives for happier outcomes. He worked in the corporate world for twelve years before deciding, when his children were toddlers, to start his own business and gain control of his time. An active member of his community, Patrick li...