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What if trust is more than a skill—what if it’s a way of life? How does real trust shape our relationships and legacy? Jerome Myers and Charlie Green explore the essence of trust and why it matters in business and beyond. Charlie, the author of The Trusted Advisor, breaks down the "Trust Equation" and shares how credibility, reliability, intimacy, and self-orientation can transform connections. Hear why he sold his business without a contract, relying on trust alone, and why some professionals naturally earn trust while others struggle.
Join Jerome and Charlie to learn how to build genuine, lasting trust. Listen now for insights you can use in every relationship.
[00:00 - 08:08] - Building a Trusted Advisor
Trust as Reciprocal: Trust requires risk from both sides
The Trust Equation: Credibility, Reliability, Intimacy, Self-Orientation
Focus on Others: Self-orientation can hinder trust
[08:09 - 15:08] - Exploring Intimacy in Trust
Importance of Intimacy: Crucial for trust-building
Gender and Trust: Women excel in intimacy scores
Trusted Professions: Nurses' top trust rankings
[15:09 - 22:16] - Creating and Selling Trusted Advisor Associates
Genuine Trustworthiness: Focused on real trust over image
Contract-Free Sale: Sold the business based on trust alone
Trust-Based Sales: Prioritizing trust over brand
[22:17 - 32:08] - Scaling a Trust-Based Business
Replicable Model: Built a framework for others to use
Transitioning Leadership: From “Charlie Show” to a team-based model
Pricing Strategy: Premium for senior expertise
[32:09 - 39:14] - Reflections on Trust and Legacy
New Ventures: Launching Breaking Good for storytelling
Trust in Life: The lasting value of trust
Parting Advice: Adaptability and staying true to values
Key Quotes:
"Ad agencies don’t create the most enduring brand—it’s built by people who live the values." - Charlie Green
"You can have all the credibility in the world, but without true connection, trust falls short." - Jerome Myers
Connect with Charlie!
Website: https://trustedadvisor.com/
LinkedIn: https://www.linkedin.com/in/charleshgreen/
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What if achieving your ultimate business goals isn’t the end but just the beginning of a new journey? In this compelling conversation, Jerome Myers and David Rodnitzky dive into the reality of building, scaling, and ultimately exiting a successful business. David reveals what it’s like to reach the pinnacle, only to face new challenges: redefining success, handling the emotional weight of leaving something he built, and finding purpose beyond profit. Expect to hear insights on resilience, identity shifts, and the deeper meaning of success that often goes unnoticed in entrepreneurial journeys.
Tune in to hear this honest and inspiring exploration of what it truly means to “make it” in life and business.
[01:20 - 05:19] The Birth of a Business
David’s beginnings: launching his agency in 2008 without any exit strategy
Navigating the Financial Crisis with a Lean Startup Model
How early expertise in Google advertising became a differentiator
[05:20 - 12:59] Scaling Through Relationships and Reputation
Building a client base through connections with venture capitalists
David’s “triangulation” strategy for becoming a top choice in Silicon Valley
Learning to create new categories to become the best in a niche
[13:00 - 19:32] Facing the Challenges of Rapid Growth
Hiring challenges and learning to delegate: David’s first hire turned partner
Acquiring complementary skills through smart hires and acquisitions
How scaling strained the agency’s unique culture and original goals
[19:31 - 37:33] The Sale, Buyback, and Resale: A Rollercoaster of Exits
Selling to a strategic buyer, only to buy back the business and scale again
The stresses of managing earnouts, valuations, and investor relations
Navigating the identity crisis and emotional turmoil post-exit
[37:44 - 53:50] Finding Purpose After the Exit
David’s journey through burnout and Self-reflection post-sale
Embracing yoga, meditation, and philanthropic ventures for fulfillment
Lessons on redefining self-worth beyond career achievements
Key Quotes
“I learned in the client services world that a good relationship with bad results is better than a bad relationship with good results.” - David Rodnitzky
"Many people don’t know that transcendence exists... it’s not really about the money; there’s so much more to life than that." - Jerome Myers
Connect with David!
Website: https://www.3qdept.com/
LinkedIn: https://www.linkedin.com/in/davidrodnitzky/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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When you reach the peak—exit your business and achieve financial freedom—what comes next? Alex Bean, co-founder of Divvy, shares his personal journey through the highs and challenges of “making it.” In this episode, he reveals the four stages that follow a major success—Honeymoon, Loss, Experimentation, and Reinvention—and offers a fresh perspective on using wealth for lasting impact.
Listen in as Alex and Jerome Myers discuss how money can amplify who we are and explore what it takes to build a meaningful legacy. Join us to gain valuable insights on transforming success into a powerful force for good.
[02:00 - 09:15] Understanding True Identity Beyond Career
Building a personal identity separate from professional roles
Recognizing the value of family, faith, and friendships
Knowing the difference between who you are and what you do
[09:16 - 17:55] The Four Phases Post-Exit
Honeymoon: The initial joy and freedom post-exit.
Loss: Coping with feelings of purposelessness
Experimentation: Exploring new interests to find meaning
Reinvention: Discovering a new direction and purpose
[18:56 - 27:35] Lessons from Building and Selling Divi
Reflecting on the growth and exit journey of Divi
Leveraging business strengths to get the best deal
Managing personal identity changes after the exit
[27:36 - 34:47] The Concept of a “Factory for Good”
Using wealth and influence for positive societal impact
Shifting the “factory output” from money to good
Setting boundaries to prevent entitlement within family wealth
[34:48 - 38:26] Cultivating Independence and Purpose in the Next Generation
Instilling financial responsibility through “The Bank of Mom and Dad”
Encouraging self-reliance to prevent entitlement
Building a meaningful legacy through community and family values
Key Quotes:
"We owe it to ourselves and our families to use success as a factory for positive change." – Alex Bean
"Money shouldn't be the only output. We should create an output that improves the human experience." - Jerome Myers
Connect with Alex!
Website: https://freshconsulting.com/
LinkedIn: https://www.linkedin.com/in/alexbean/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What truly defines a prosperous life? Is it the wealth you accumulate or the impact you make on others? Jerome Myers invites you to question traditional ideas of success as he explores the value of intentional living, purpose, and leaving a legacy that uplifts others. Through compelling personal stories and practical insights on balancing time, talents, and meaningful connections, Jerome challenges you to think beyond material gains.
Expect to uncover why genuine impact often outweighs income and how living aligned with your purpose can make every encounter meaningful. Tune in to discover how you can create a life that resonates with significance.
[00:00 - 01:19] Setting the Scene: Seeking Significance
Reflecting on the power of community and shared values
Success, for Jerome, means making a positive impact
Invites listeners to pursue big dreams and self-actualization
[01:20 - 05:03] Reflections from Hawaii: Time and Legacy
The family trip provides space to unplug and reflect
The “Losing your marbles” exercise underscores time’s value
Shares a story about keeping promises and dependability
[05:04 - 10:23] Self-Identity and Standards
Discusses how self-image shapes behavior
Encourages setting personal standards as a “thermostat”
Importance of showing up intentionally for others
[10:24 - 17:51] Wealth, Giving, and Return on Life
Balancing time, talent, and treasure in life
Advocates for giving and witnessing impact firsthand
Shifts focus from wealth to meaningful experiences
[17:52 - 22:31] Running Your Race
Emphasizes concentration on personal goals, not comparisons
Lessons from his journey highlight patience and perseverance
Stresses valuing the journey over rushing to the end
[22:32 - 24:10] Preparing for Mastermind: Building a Legacy
Jerome invites listeners to his upcoming mastermind
Importance of growth through shared insights and community
Reaffirms the value of pursuing dreams and building legacy
Key Quotes:
Run your race. Keep your eye on your prize. Once you start looking left and right, you’ll get distracted and may miss your opportunities and your mark. - Jerome Myers
Imagine calling yourself prosperous when you have a lot of money but lack time or the ability to use your talents. - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers
Instagram: https://www.instagram.com/coachjeromemyers/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How can a leader step away from the company they’ve built without losing their sense of purpose or identity? In this conversation, Robert Glazer shares his unique approach to business exits. Rather than abruptly walking away, Robert took a gradual approach to stepping down from his role as CEO. He discusses the emotional and strategic challenges of slowing down, the importance of succession planning, and how to find purpose beyond leadership. What happens when the hustle ends? How can you transition smoothly without losing your sense of self?
Listen to this episode to hear Robert’s insights on creating a thoughtful exit plan that prioritizes personal well-being and business success.
[00:00 - 03:03] Welcoming Robert and Intentional Focus
How perception shifts with an intentional focus in business and life
Setting the stage for discussions on business exits and transitions
[03:04 - 08:07] Robert’s Exit Strategy and Succession Planning
Phased exit from Acceleration Partners and preparing personally
Steps Robert took to ensure a smooth, ego-free leadership handover
[08:08 - 16:31] Finding the Right Financial Partner
Criteria for selecting the right financial partner for growth
It is important to align values and cultural fit with the company’s future
[16:32 - 24:45] The Emotional Impact of Exiting
Coping with the loss of leverage and identity after stepping down
Robert found a new purpose through writing and speaking
[24:46 - 34:59] Health and Well-Being After Deceleration
The mental and physical toll of slowing down after years of hustle
Practical advice for founders managing this transition
[35:00 - 45:07] Lessons and Final Thoughts
How time off improved Robert’s well-being and shifted his focus
The importance of health, family, and planning for the future
Key Quotes:
“The people who thought they could just walk away on day one are usually unhappy. You need to plan a gradual exit.” - Robert Glazer
“When I realized I didn’t want to run this business forever and it was getting too big, I knew I needed a partner to allow for a gradual drawdown.” - Robert Glazer
Connect with Robert!
Website:https://robertglazer.com/
LinkedIn: https://www.linkedin.com/in/glazer/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Is the most challenging part of running a business knowing when—and how—to let it go? Laurie Barkman, a business transition expert, helps entrepreneurs tackle the challenges of preparing their businesses for exit. She reveals why most businesses fail to sell and what owners can do to avoid this fate. Laurie and Jerome discuss the emotional and practical sides of exiting, offering actionable steps to ensure your business thrives without you.
Ready to find out how to exit on your terms? Listen now to discover how you can prepare for a smooth, successful transition.
[00:00 - 04:08] Welcome to the Sherpa Journey
Jerome introduces Laurie Barkman as a "business Sherpa"
Laurie defines what a "business Sherpa" does for entrepreneurs
[04:09 - 09:36] The Hard Truth About Business Exits
Most business owners need to prepare for exit
Only 2 out of 10 businesses that intend to sell do
[09:37 - 14:48] Increase Business Value While You Still Run It
Laurie compares improving a business to renovating a house
Owners should focus on creating value while still in control
[14:49 - 20:32] Overcoming Emotional Attachments
Laurie shares stories of owners who resist selling
Emotional ties to businesses often prevent logical decisions
[20:33 - 25:44] When Is a Business Truly Exit-Ready?
Preparing for an exit can take up to a year or more
Exit readiness requires financial, legal, and operational planning
[25:45 - 31:36] The Power of Planning: It’s a Marathon
Exiting is a marathon, not a sprint
Predictability and stability make businesses more attractive to buyers
Key Quotes:
"Exit shouldn’t be a dirty word. It’s a transition – a movement from one stage to another." – Laurie Barkman
"Predictability and stability lead to the best valuations when it's time to sell a business." – Jerome Myers
Connect with Laurie!
Website: https://thebusinesstransitionsherpa.com/
LinkedIn: https://www.linkedin.com/in/lauriebarkman/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you?
Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning.
[00:00 - 04:51] Small Shifts, Big Impact
Tiny decisions, significant changes: Small shifts lead to significant outcomes
Sri Lanka insights: Lessons from family businesses
Legacy views: U.S. vs. Sri Lankan perspectives
[04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox
Legacy pushback: Some resist the concept of legacy
Identity struggle: Entrepreneurs find it hard to separate from their business
Exit challenge: Unraveling identity is necessary but difficult
[10:08 - 15:28] Shedding Business Identity
The descent: Shedding business identity like layers
New passions: Sri Lankan entrepreneur pursues racing
Exploring purpose: Finding passions outside of work
[15:29 - 22:00] Passion Projects and Creating Value
Passions to legacies: Passion projects leave a lasting mark
Rewarding work: Passion-driven efforts can be more fulfilling
Purpose focus: Solve bigger problems after exiting
[22:01 - 28:15] The Importance of Exit Planning
Exit strategy: Critical like estate planning
Three exit options: Sell, close, or pass down
Avoid chaos: Poor planning leads to messy transitions
[28:16 - 33:16] Final Thoughts and Next Steps
Think ahead: Plan long-term for your exit
Reverse success: Work backward from your goal
Assessment insights: Jerome’s tool helps business owners prepare
Key Quotes:
“Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran
“Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers/
Instagram: https://www.instagram.com/coachjeromemyers/
Post Exit Personality Assessment
Link: https://theexitparadox.com/assessment
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
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What happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away.
Expect real stories about preparing your business and yourself for an exit and finding purpose in the next phase of life. This episode offers essential insights if you're a business owner or entrepreneur considering your exit. Are you truly ready? Listen to find out!
[00:00 - 08:15] Michael Silva & The Identity Crisis
Michael reflects on how his identity was tied to his role as a business owner
Selling the business forced him to confront an emotional void he wasn’t prepared for
[08:16 - 16:23] Building the Practice and Team
He describes the struggles of starting his practice and the importance of early key hires
Growing a team and expanding operations were essential to the business's success
[16:24 - 25:03] Preparing for the Exit
Michael explains how stepping back from revenue generation made the business more attractive to buyers
Systems and a strong team allowed the business to run without his daily involvement
[25:04 - 33:19] Emotional Toll of Selling
Selling the business left Michael feeling disconnected, even though he had prepared logistically
Support from family helped him cope with the emotional aftermath of the sale
[33:20 - 41:11] Starting A New Chapter
Michael talks about transitioning to coaching and the challenge of imposter syndrome
Helping others succeed brought him a new sense of fulfillment post-exit
[41:012 - 41:48] Reflections on Fulfillment
Financial success from the sale didn’t immediately lead to personal fulfillment
Preparing both emotionally and financially is crucial for a successful transition
Key Quotes:
"The financial part of selling a business is only half the story—the emotional toll is what I wasn’t prepared for." - Michael Silva
"What I see most people do is get the business exit-ready, but they don't get themselves exit-ready." - Jerome Myers
Connect with Michael!
LinkedIn: https://www.linkedin.com/in/michaeljsilva-pt-consultant/
Website: https://michaeljsilva.com/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What does it take to turn a vision into reality? In this episode, Jerome Myers talks with Don Jackson, who went from being a teen father to building a multimillion-dollar mental health business. Don shares the risks he took, his sacrifices, and how he found a new purpose after success. Jerome asks: what are we willing to do to make our dreams real?
If you’ve ever wondered how to push through life’s toughest challenges and find purpose beyond success, listen now and be inspired to follow your vision.
[00:00 - 05:03] Vision and the Power of Perseverance
Introduction to Don Jackson and his entrepreneurial beginnings
Facing challenges early as a teen father
Trusting your vision and embracing the struggle as part of the journey
[05:04 - 11:09] From Grass Cutting to Mental Health Entrepreneur
Don’s first hustle mowing lawns and how responsibility shaped his work ethic
Reflecting on his drive to support his family from a young age
Transitioning from physical labor to finding his passion in the mental health field
[11:10 - 17:11] Building Right Path Behavioral Health
The difficult two-year journey of starting Right Path Behavioral Health
Navigating the roadblocks and gatekeepers in the mental health industry
Becoming the youngest mental health service provider in Florida at age 28
[17:12 - 29:51] Growing the Company and Becoming a Leader
The challenges of leadership and hiring the right people
Building Right Path into a company with 63 employees and maintaining a hands-on leadership approach
Balancing growth and personal values to build a strong company culture
[29:52 - 43:59] The Emotional Exit and Life After Selling
Don’s reflections on receiving a multimillion-dollar wire after selling the company
Coping with the emotional aftermath of stepping away from a business he built from the ground up
Finding new purpose and continuing the journey post-sale
[44:00 - 46:40] Final Thoughts and Advice for Aspiring Entrepreneurs
The importance of staying true to your vision
How success is not just about financial gains but about perseverance and making a positive impact
Key Quotes:
“Your vision is your vision. God would've given it to them if the vision were for anybody other than you. So, you gotta trust it." - Don Jackson
"If it were easy, everybody would be doing it. Embrace the struggle." - Don Jackson
Connect with Don!
Email: [email protected]
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Can you succeed while staying true to your values and building a lasting family legacy? In this episode, Rich Christiansen, an entrepreneur with 17 successful business exits, shares his journey of balancing wealth, family, and personal growth. He introduces his Legato Family Framework, offering practical ways to avoid the common traps of generational wealth loss and build a foundation rooted in values. Rich also opens up about discovering his true identity and the transformative power of self-forgiveness and love.
If you’re looking for insights on how to find proper balance in life, this is an episode you won’t want to miss. Listen now to explore how you can create a meaningful legacy for yourself and your family.
[01:29 - 03:04] Meet Rich Christiansen
Jerome introduces Rich, highlighting his 17 successful business exits.
Rich shares how family and values have shaped his life and business.
They discuss the balance between wealth creation and meaningful relationships.
[03:05 - 08:53] The Pendulum of Balance
Rich explains the challenges of balancing professional success with personal life.
Balance means flowing between extremes, not staying rigid.
The pressure to prove worth can disrupt life balance.
[08:54 - 17:35] The Legato Family Framework
Introduction to Rich’s Legato Family Framework centered on family values and traditions.
Rich explains how it helps families avoid generational wealth loss.
Creating a family mission statement is key to preserving values.
[17:36 - 31:07] Overcoming Guilt and Shame
Rich discusses guilt and shame as low emotional frequencies that hold people back.
Open dialogue and spiritual growth are essential for healing.
His family framework focuses on self-love and rejecting shame.
[31:08 - 52:56] Rich’s Personal Story: Discovering His True Identity
Rich shares the emotional story of discovering he was donor-conceived.
The journey of reconciliation transformed his understanding of family.
He emphasizes the power of forgiveness and self-love in overcoming challenges.
Key Quotes:
"Balance is about crossing the line of balance as frequently as possible." - Rich Christiansen
"Our deepest need is to be seen, but also our biggest fear is being fully manifest and seen." - Rich Christiansen
Connect with Rich!
Website: https://richchristiansen.com/
LinkedIn: https://www.linkedin.com/in/richristiansen/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What does it mean to live a life of true significance? In this episode of Dream Catchers, Jerome Myers, and Lloyd Reeb explore how to shift from chasing career success to building a purpose-driven life. With over 25,000 hours of coaching experience, Lloyd shares practical steps to "get clear, get free, and get going" in your journey. Listeners will learn to balance time, energy, and wealth, build a family legacy, and mentor the next generation.If you’ve ever asked yourself, "Is there more to life than this?" this episode is for you. Lloyd Reeb challenges you to redefine success and shows how living with intention can transform your life and legacy.[00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching JourneyJerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experienceDiscuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going"It is important to create a margin in life to explore purpose and take action[06:46 - 16:59] The Halftime Institute: From Success to SignificanceThe Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purposeHow midlife prompts reflection on whether there’s more to life than career successTransitioning to becoming the "Chief Life Officer" and creating impact in the second half of life[17:00 - 27:52] Building Financial Freedom & Family LegacyLloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purposeExamples of how limiting lifestyle leads to more joy and opportunities for contributionStrategies for building a family enterprise that generates wealth while blessing others[27:53 - 41:13] Mentoring the Next GenerationLloyd discusses the fulfillment of investing in the next generation through mentorshipThe concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneursMentoring is a way to invest time and wisdom in others for a lasting impact[41:14 - 52:37] Intentional Leadership & Closing ThoughtsThe necessity of intentional leadership in building a thriving family and lifeSetting lifestyle limits, teaching kids about money, and fostering purpose in family lifeFinal thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life missionKey Quotes:"Money is a terrible master but a great servant." - Lloyd Reeb"Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd ReebConnect with Lloyd!Website: https://halftimeinstitute.org/LinkedIn: https://www.linkedin.com/in/lloydreeb/LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/Learn more about your ad choices. Visit megaphone.fm/adchoices
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What if your tax strategy is costing you more than it should? This episode challenges the norm and asks: Are you keeping as much of your hard-earned money as possible? Join Jerome Myers and tax attorney Todd Villarrubia as they reveal strategies that could transform your understanding of taxes. From selecting the correct business entity to advanced tax plans, Todd shares insights that could protect and grow your wealth.
If you're ready to rethink your approach and maximize your financial freedom, this podcast is for you. Tune in to discover the key strategies that could change your financial future.
[00:00 - 09:51] Misconceptions About CPAs and Tax Planning
CPA vs. Tax Strategist: CPAs often focus on tax preparation rather than proactive tax reduction strategies
Proactive Planning: Effective tax planning can yield a 10-to-1 ROI, significantly reducing tax burdens
Customized Solutions: Importance of personalized tax strategies tailored to individual needs
[09:52 - 17:59] Tax Strategies for Business Owners
Cost Segregation: Utilizing cost segregation to maximize tax deductions on commercial real estate
Retirement Plans: Advanced options like the 412(e)(3) allow substantial tax-deductible contributions
Strategic Deductions: Methods to optimize deductions and minimize taxable income.
[18:00 - 24:31] Preparing for a Business Exit
Entity Structure: The impact of business entity choice on tax liabilities during an exit.
Deferred Sales Trusts: Deferring taxes for up to 20 years to maintain financial flexibility post-exit
Capital Gains Optimization: Strategies to maximize favorable tax treatment on capital gains
[24:32 - 29:43] Protecting Wealth Through Trusts
Asset Protection Trusts: Safeguarding assets from lawsuits while retaining control
Dynasty Trusts: Preserving wealth across generations, tripling net worth by avoiding estate taxes
Trust Planning: Early planning is necessary to ensure long-term wealth protection
[29:44 - 37:00] Future Tax Legislation and Its Impact
Upcoming Changes: Potential reductions in estate tax exemptions and increases in income tax rates
Strategic Planning: Staying ahead of tax law changes to protect assets and minimize taxes
Charitable Planning: Prioritizing tax incentives before leveraging philanthropic contributions for tax reduction
Key Quotes:
"Double your take-home pay by changing how you manage taxes. It’s not a fantasy; it’s a strategy." - Todd Villarrubia
"Paying more in taxes than you need to is a sin. There's so much more good that can be done with those dollars in the hands of the people who earned them." - Jerome Myers
Connect with Todd!
Website: https://lawealthplan.com/
LinkedIn: https://www.linkedin.com/in/todd-villarrubia/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Can you scale the heights of professional success while maintaining your authenticity and personal values? In this engaging podcast episode, Brittany Anderson, an accomplished entrepreneur and financial strategist, addresses this critical question. She shares her journey and the strategies that have enabled her to manage a billion-dollar company while fostering a culture of authenticity and supportive community engagement. Listeners will gain insights into the power of Brittany's 90/10 concept—her innovative method for balancing intense professional drive with the essential need for personal downtime and reflection. She also discusses the challenges and opportunities for women in leadership roles and the transformative impact of cultivating genuine connections in the workplace and beyond.
Tune in to learn from Brittany's experiences and discover actionable advice for navigating your career with integrity and purpose. Listen now and start your journey toward a more balanced and fulfilling professional life.
[01:00 - 9:03] Breaking the Mold: Brittany’s Journey to Leadership
From Corporate America to Entrepreneurship: Brittany shares her transition from managing a jewelry store to becoming the president of a financial services firm
Taking the Leap: How Brittany’s willingness to take risks led her to a successful career in wealth management
A Heart for Small Communities: The decision to invest in a rural Minnesota nursery and the impact of supporting local businesses
[09:04 - 18:21] Trailblazing the Path: Empowering Women in Finance
Women and Wealth: The evolving role of women in wealth management and why they are the future of the industry
Challenging the Status Quo: Brittany discusses the unique challenges women face in balancing career and family life
Building the Trailblazers Community: The motivation behind creating a space for women to connect and thrive in their professional and personal lives
[18:22 - 27:11] The 90/10 Rule: Redefining Success and Avoiding Burnout
Slowing Down to Speed Up: Introducing the 90/10 concept and its role in maintaining balance and avoiding burnout
Balancing Act: How high achievers can maintain success without sacrificing their personal lives
Showing Up Fully: The importance of bringing your best self to both work and home
[27:12 - 36:56] Authentic Connections: The Power of Vulnerability and Support
Creating Safe Spaces: Brittany’s vision for Trailblazers as a platform for women to connect authentically
The Power of Community: How vulnerability and support within a curated community can lead to personal and professional growth
From Competition to Collaboration: Shifting the focus from competing to supporting one another in achieving success
[37:57 - 46:18] The Dream Architect: Crafting a Vision for Your Future
The Over Dinner Conversation Tool: Brittany introduces a powerful tool to help listeners clarify their dreams and build deeper connections
Empowerment Through Service: The fulfillment that comes from helping others achieve their dreams
Final Reflections: The importance of networks and genuine connections in achieving long-term success
Key Quotes:
"Women are not a niche in your business; they are the future of your business." - Brittany Anderson
"The 90/10 concept is about giving yourself permission to slow down so you can show up fully both at work and at home. - Brittany Anderson
Connect with Brittany!
Website: http://www.sweetfinancial.com/
LinkedIn: https://www.linkedin.com/in/brittany-anderson/
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Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How do you redefine success when you've achieved what you thought was the ultimate goal? In this episode, host Jerome Myers engages with Sam Wakefield, an entrepreneur who successfully built and sold his business but found himself asking, "What’s next?" This conversation profoundly explores what it truly means to exit the matrix of conventional success and pursue a life of greater purpose and impact.
Listeners will learn how Sam transitioned from a career in the HVAC industry to becoming a sought-after coach and speaker, all while staying true to his core philosophy: giving more value than you take. The episode covers the challenges of selling a business, the emotional aftermath, and the unexpected opportunities when you focus on serving others instead of just making a profit. If you're at a crossroads in your career or contemplating your next big move, this episode will provide the insights and inspiration you need to confidently take that next step.
[00:00 - 05:36] Vision: The Fuel for Your Dreams
Meet Sam Wakefield: Get to know Sam’s Texan roots and how his early life shaped his career
A Heatwave of Change: Discover how Sam’s entry into the HVAC industry was more fate than choice and how it set the stage for his entrepreneurial journey
[05:37 - 14:12] Rising from the Ashes: Turning Adversity into Opportunity
A Near-Death Experience: Sam shares a harrowing story of a life-threatening incident that led him to rethink his career and life priorities
Catalysts for Growth: The impact of personal development books, like Rich Dad Poor Dad, on Sam’s mindset and career trajectory
Entrepreneurial Lessons: Learn how Sam transformed challenges into opportunities and the crucial role resilience plays in success
[14:13 - 25:28] The Exit Strategy: When the End is Just the Beginning
The Emotional Rollercoaster of Selling a Business: Sam opens up about the bittersweet experience of selling his company and the identity crisis that followed
Facing the Unknown: How Sam navigated the uncertain period after his exit, and why it led him to his true calling
A New Chapter in Leadership: Discover how Sam’s next move, though seemingly a step back, became a launching pad for his coaching career
[25:29 - 34:08] The Power of Generosity: Serve First, Success Follows
Service Over Sales: Sam reveals his philosophy of providing immense value without expecting immediate returns and how it has shaped his approach to business
Life’s Guiding Principles: Explore Sam’s core beliefs—doing what’s generous and always giving more than you take
Building an Abundance Mindset: Practical tips on how to shift from a scarcity mindset to one of abundance, even during tough times
[34:09 - 45:04] Living in Alignment: Core Values as Your Compass
Why Core Values Matter: Jerome and Sam discuss the importance of living authentically by aligning actions with core values, both in business and life
The Accelerating Power of Coaching: Learn why investing in a coach can be the game-changer you need to achieve your goals rapidly
Final Reflections: As the episode closes, reflect on the power of vision, content creation, and staying true to your purpose
Key Quotes:
"Don't just do what's right... do what's generous." - Sam Wakefield
"When you try to do something for everyone, you end up doing something for no one." - Sam Wakefield
Connect with Sam!
LinkedIn: https://www.linkedin.com/in/closeitnow
Website: https://www.closeitnow.net/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How can an entrepreneur navigate the complexities of scaling a startup to reach billion-dollar valuations? In this revealing episode, Jerome Myers sits down with Angel Alvarez, who shares his transformative journey from a modest startup to a billion-dollar enterprise. Listen as Angel breaks down the key strategies behind his success, from embracing risks and strategically planning business exits to integrating philanthropy deeply into his company’s DNA. This discussion sheds light on achieving exponential business growth and emphasizes the broader impacts of entrepreneurial success.
Are you intrigued by the possibility of turning a small venture into a vast empire? Join us for this enlightening conversation that will inspire, educate, and provide actionable insights for anyone interested in large-scale business development.
[00:00 – 06:16] Opening Thoughts and Embracing Failure
Angel Alvarez opens with his philosophy on failure as a stepping stone to success
Introduction to the show and its mission by Jerome Myers, setting the tone for an inspiring discussion
[06:16 – 18:00] The Journey from Employee to Entrepreneur
Angel details his transition from an early career employee to establishing his own business empire
Insights into the challenges and key decisions during the initial stages of his career
[18:00 – 26:08] Strategic Growth and Business Exits
Discussion on scaling the business through strategic mergers and acquisitions
Angel shares his experiences with business exits and the critical strategies that led to successful outcomes
[26:08 – 36:56] Philanthropy Intertwined with Business
Angel explains how philanthropy is an integral part of his business strategy
Specific examples of philanthropic initiatives and their impact on both the community and business success
[36:56 – 45:52] Concluding Insights and Vision for the Future
Angel offers advice to aspiring entrepreneurs on resilience and pursuing their visions
Jerome concludes the episode with reflections on the discussion and hints at what's to come in future episodes
Key Quotes:
Many quit after failing; I failed multiple times before succeeding. It’s all about mindset.– Angel Alvarez
"We built the organization with a culture of acquiring and nurturing talent, which many overlook during acquisitions." – Angel Alvarez
Connect with Angel!
LinkedIn: https://www.linkedin.com/in/angel-i-alvarez-26170a7/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How do you break free from society's invisible barriers around you?
Explore the inspiring journey with host Jerome Myers as he delves into a candid conversation with Bobby Castro, a self-made billionaire who transformed his life from a ninth-grade dropout to a towering figure in entrepreneurship. In this insightful discussion, Jerome and Bobby unpack the power of breaking free from limiting beliefs and generational patterns to forge a legacy of success. They delve into how obsession fueled Bobby's self-education and how spirituality and intentionality dramatically shaped his path.
Discover the crucial strategies to escape the societal 'crab bucket' and learn how these insights can propel your life to new heights.
Don’t miss this episode if you’re eager to learn about achieving personal greatness and resilience. Tune in to hear how Bobby’s journey can inspire your path to success.
[00:00 - 07:55] Unshackling from the Crab Bucket
Escaping Limitation: Bobby introduces the concept of the "crab bucket" to illustrate how societal constraints can hold us back
Foundation of Success: Exploring Bobby's challenges and the early mindset shifts crucial for his journey
Meet Your Host and Theme: Jerome sets the stage for the episode, outlining its focus and expectations
[07:56 - 15:59] From Dropout to Billionaire
Defying the Odds: Bobby shares his transformation from being a ninth-grade dropout to creating a billion-dollar enterprise
The Power of Genuine Connections: The significance of trust and transparency in building relationships
Sustained Energy for Life: Bobby discusses how he maintains high energy and positivity naturally
[16:00 - 23:44] Spiritual Awakening and Rebirth
Moments of Clarity: Bobby details personal experiences that led him to embrace spirituality and its impact
Family as Catalyst: How family interactions and events sparked deeper spiritual explorations
[23:45 - 32:03] Mastering the Business Chessboard
Strategic Moves: Unpacking Bobby’s key business decisions and his ventures into real estate that fueled his financial success
Wealth Philosophy: Insights into Bobby's approach to money, risk, and investment strategies
[32:04 - 39:49] Crafting a Legacy of Intention
Breaking Cycles: The importance of overcoming generational patterns to establish a new legacy
Living with Purpose: How aligning daily actions with life goals leads to profound and sustained success
[39:50 - 53:58] Reflections and Pathways Forward
Key Takeaways: Recap of the transformative lessons from Bobby’s life and their relevance to the audience
Looking Ahead: Advice from Bobby on staying true to oneself and focusing on essential life values amidst chaos
Key Quotes:
“The power of compounding is significant; everything big starts small, yet many people want to skip that process.” - Bobby Castro
"Obsession is a requirement for being self-taught." - Bobby Castro
Connect with Bobby!
LinkedIn: https://www.linkedin.com/in/bobby-castro/
LinkTree: https://linktr.ee/officialbobbycastro
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How do you transform the impossible into the achievable? This conversation with host Jerome Myers and guest Steve Sims, an expert in making extraordinary things happen, unravels the philosophy of adding value first. He shares surprising stories from his journey and impactful lessons learned about business exits, relationship building, and the power of asking the right questions. Get ready for a session with real-life tales of audacity and insights that challenge conventional wisdom. From handling complex business exits to harnessing the power of networking, Steve provides practical advice that is immediately applicable. This episode is a must-listen for anyone seeking to elevate their influence, enhance their networking skills, or enjoy fascinating stories from someone who has truly seen and done it all.
Tune in to hear Steve's compelling perspective on living a life that turns barriers into gateways and discover how you can apply these lessons to achieve powerful results in your own life.
[00:00 - 09:52] Introducing Steve Sims: From Dreams to Reality
Jerome introduces Steve Sims, highlighting his unique skills in making the impossible happen
Sims talks about his approach to valuable interactions and the evolution of his career
Value what you bring to every situation and utilize your unique capabilities to solve problems
[09:53 - 19:44] Mastering Exits and Building Authentic Connections
Insights on navigating the complexities of business exits and the importance of solid planning
The role of genuine relationships in both business and personal success
Proper exit strategies and authentic relationships are crucial for long-term success
[19:45 - 29:36] 'Bluefishing': The Journey to Bestseller Status
Sims shares the backstory of his book 'Bluefishing' and the unexpected paths it opened
Discussion on leveraging the power of asking profound questions to unlock new opportunities
Engage your network effectively to open doors you never thought possible
[29:37 - 39:28] Communicating Effectively and Marketing with Impact
Sims emphasizes the importance of clear communication and truly understanding your audience
Strategies for creating marketing that resonates and drives engagement
Effective communication is a powerful tool for personal and business growth
[39:29 - 50:56] Embracing Failures and Setting Audacious Goals
Discusses his second book, "Go for Stupid," and the significance of setting bold, challenging goals
The importance of learning from failures and using them as catalysts for growth
Transform failures into learning opportunities and never shy away from ambitious goals
Key Quotes:
"If you're the smartest person in the room, you're in the wrong room." - Steve Sims
"Influence is not about pushing someone down; it's about pulling them up." - Steve Sims
Connect with Steve!!
Website: https://www.stevedsims.com/
Website (book) https://goforstupid.com/
Instagram: https://www.instagram.com/stevedsims
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What does it really feel like to let go of a business you've painstakingly built from scratch? In this episode, join host Jerome Myers and entrepreneur Daniel Heck as they explore the emotional and strategic complexities of selling a business. Listen as they discuss Daniel's journey from the early motivations that drove him to start a business, through the challenges and triumphs of growth, to the intricate decision-making involved in his exit strategy. This candid conversation also delves into the often-overlooked emotional aftermath of selling a business, offering a real-life perspective on the identity shifts and personal evolutions that follow. Whether you're an aspiring entrepreneur or facing major changes, this episode provides valuable insights into resilience and strategic planning.
Tune in to understand the profound impact of these life transitions and equip yourself with the knowledge to navigate your own business challenges.
[00:00 - 01:08] Unraveling the Founder's Paradox
Jerome kicks off the episode with a deep dive into the emotional dichotomy founders face when parting with their businesses
A vibrant introduction to the themes that fuel entrepreneurial journeys and exits.
[01:09 - 10:40] Embarking on the Entrepreneurial Voyage
Daniel recounts the thrilling origins of his business, from a college project to a viable enterprise
Key moments of realization and critical early decisions that set the stage for future success
[10:41 - 21:56] Mastering the Scale-Up Challenge
Daniel navigates through the turbulent waters of business expansion, from local to national presence
Hear about overcoming the hurdles of scaling and the strategic wins that propelled growth
[21:57 - 31:52] Engineering a Strategic Exit
Daniel opens up about the intricacies of deciding to sell his business and orchestrating an exit strategy
Insights into the emotional and strategic layers that define a successful business departure
[31:53 - 43:48] Navigating Life Beyond Business
Explore the personal recalibrations and new adventures that follow the sale of a business
Daniel shares the lessons learned and the unexpected challenges of forging a new path
[43:49 - 58:06] Envisioning the Future with Purpose
The episode concludes with a reflection on the critical role of support systems and networks post-exit
Daniel offers sage advice for entrepreneurs gearing up for their own exits, emphasizing preparation and support
Key Quotes:
"Excellence in exiting is achieved when individuals take charge and make their own decisions." - Jerome Myers
"The process of selling my business was a journey of self-discovery and ultimately, personal freedom." - Daniel Heck
Connect with Daniel!
Website: https://www.crewsandco.com/
LinkedIn: https://www.linkedin.com/in/daniel-heck-b68786142
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What does it truly take to navigate a liquidity event successfully? In a compelling discussion with seasoned wealth advisor Homer Smith, host Jerome Myers explores the intricate layers of financial and emotional preparation required to survive and thrive through a business exit. Homer illuminates the often overlooked aspects of such transitions, from the critical importance of early tax planning to the profound impact of family dynamics on wealth preservation. How can values be effectively passed along with wealth to ensure a lasting legacy? What strategies can business owners employ to protect and maximize their financial gains? These are just some of the questions addressed as we uncover the nuances of preparing for and executing a successful liquidity event.
Expect a conversation filled with actionable insights and real-life examples that any business owner or entrepreneur facing a significant financial decision will find invaluable. Homer’s expertise offers a roadmap for those looking to secure their financial future and understand the deeper implications of their business choices.
[00:00 - 08:13] Embracing the Emotional Journey of Liquidity Events
Homer Smith starts the conversation with a candid look at the unexpected emotional landscape accompanying selling a business
Insights into the common relief vs. happiness misconception and what counts after the deal is done
[08:14 - 15:47] Weaving Wealth with Family Values
Dive into the heart of wealth transition as Homer discusses the importance of intertwining family values with financial legacies
Real-life anecdotes illustrate how open dialogues can forge stronger family bonds and more profound respect for inherited wealth
[15:48 - 25:02] Crafting Your Financial Future Before the Exit
Learn the art of pre-exit planning with Homer’s expert advice on tax strategies and estate planning to safeguard your financial horizon
Discover how strategic timing and thorough preparation can significantly enhance post-exit financial health
[25:03 - 31:58] Setting the Stage for Post-Exit Success
Explore the psychological adjustments and strategic considerations essential for life after the business sale
Jerome and Homer discuss the tools and mindsets needed to ensure a legacy that lasts and prospers
[31:59 - 41:38] Sealing the Deal with Wisdom
In the closing moments, Homer recaps the vital strategies discussed throughout the episode, emphasizing the importance of readiness and precise planning
Final expert tips on aligning business exits with personal and familial aspirations ensure listeners can navigate their liquidity events
Key Quotes:
"Legacy is more than wealth; it’s the values you pass on that truly enrich the next generation." - Homer Smith
"The best tax strategy is one that starts early—not just months, but years before an exit." - Homer Smith
Connect with Homer!
Website: https://konvergentwealth.com/
LinkedIn: https://www.linkedin.com/in/homersmith4/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Immerse yourself in a transformative journey with Omani Carson on the Dreamcatchers podcast. Host Jerome Myers engages Omani in a profound discussion about the pivotal shifts from scarcity to abundance. What does living a life designed not by default but by deliberate choice mean? Omani shares his evolution, marked by dramatic changes in mindset and lifestyle, along with the profound impact of cultural appreciation and identity redefinition.
Listeners will learn how a change in perspective can lead to financial freedom and a more prosperous, fulfilling life. Omani's story is a testament to the power of transformation and community, inviting you to explore how these themes resonate in your life.
Join us for a thought-provoking conversation that promises to challenge and inspire. Don't miss out on these life-changing insights—tune in now to harness the lessons Omani Carson shares about love, abundance, and the true wealth of personal freedom.
[00:00 - 07:52] Embracing a Life Designed by Choice
Omani discusses the inception of the blueprinting process that emphasizes living intentionally
He narrates the pivotal moments that compelled him to reevaluate his life's direction
[07:53 - 15:44] Transforming Mindset from Scarcity to Abundance
Insight into the psychological shift from a scarcity mindset to one of abundance and its profound impact on Omani's life and career
Discussion on the role of therapy and Indigenous cultural influence in shaping his new worldview
[15:45 - 23:36] Achieving Financial Freedom While Cultivating Spiritual Wealth
Omani reflects on his journey to financial freedom and realizes that true fulfillment comes from spiritual wealth.
He shares his experiences with psychedelic therapy and its role in his spiritual awakening.
[23:37 - 31:44] Leveraging Community and Knowledge Sharing
Omani talks about the importance of community and the benefits of a transparent, reciprocal environment in the financial industry
The impact of sharing knowledge freely to foster a supportive network
[31:45 - 40:00] Leadership, Legacy, and Future Aspirations
Reflections on effective leadership and aligning with one's core values
Omani discusses his plans, focusing on transforming other entrepreneurs' lives through the lessons he's learned
[40:01 - 52:56] Philosophies on Life, Happiness, and Entrepreneurial Spirit
Deep dive into Omani's philosophy on life and the pursuit of happiness
Discuss the importance of aligning one's entrepreneurial endeavors with personal beliefs and values
Key Quotes:
Live your life by design, not by default. - Omani Carson
"If there were no limitations, how would you live your life? That's the blueprint we should design for ourselves." - Omani Carson
Connect with Omani!
Website: https://www.carsonwealth.com/
LinkedIn: https://www.linkedin.com/in/roncarson1/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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