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An effective wealth management strategy calls for a sound investment plan and the discipline to stick to it. It also requires a tactical approach that helps adapt to changing market conditions. While it's important to make plans for the future, it's just as important to plan for the present.  In this episode, Tommy talks with Sean Hanlon, CEO and Co-CIO at Hanlon Investment Management. Sean founded his own firm to provide clients with a tactical approach to asset management. Today, Hanlon is a wealth management, asset management, and services company with both a direct-to-client wealth management offering and a wholesale institutional asset management platform for non-affiliated, third-party advisors and their clients. Sean talks with Tommy about what led him to launch his own independent advisory firm, the importance of tactical strategies in wealth management, and what Hanlon Investment Management has to offer advisors and investors alike.   Key Takeaways [01:23] - How Sean Hanlon got started in wealth management. [04:32] - What Sean sees as the hardest part of the change. [06:34] - How Sean was able to launch his own independent advisory firm. [10:04] - How Sean dealt with the challenges of establishing an independent RIA. [13:49] - What led to the founding of Hanlon Investment Management. [17:21] - The importance of tactical strategies in navigating a difficult market. [22:12] - What Hanlon Investment Management can offer advisors and investors alike. [25:29] - How the firm helps clients manage their assets. [31:05] - Direct indexing: what it is and how it works. [36:29] - Can stocks that violate personal beliefs or values be excluded from direct indexing? Quotes [20:07] - "This year, clearly with all markets globally down, all equity, and even fixed income markets down, it's been a good year to be in tactical strategies." - Sean Hanlon [23:50] - "We're all lifetime investors with different goals. Some of our goals could be shorter-term. Some of our goals could be longer-term." - Sean Hanlon [38:27] - "Where this industry's headed is personalization like we've never seen because of technology." - Sean Hanlon Links  Sean Hanlon on LinkedIn Hanlon Investment Management Merrill Lynch BlackRock Vanguard Russell Investments Wilshire Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Operational due diligence is a process that helps businesses identify and mitigate potential risks associated with new and current operations. By gaining an in-depth understanding of all aspects of a company, operational due diligence analysts can offer strategic solutions to clients.  In this episode, Tommy talks with David Emerson, Senior Vice President and Principal at LCG Associates. David joined LCG Associates in 2003 and is a member of the Board of Directors. He is also a member of the Risk Management Committee and Investment Committee. His responsibilities include leading client relationships with utilities, family offices, endowments, and foundations. Additionally, he conducts capital market and asset class research as well as investment manager due diligence. David talks with Tommy about how LCG Consulting helps wealth managers make investment decisions, what operational due diligence is and how it works, and what are some of the key factors to consider when allocating assets in the private debt space.    Key Takeaways [01:20] - David's career prior to becoming an investment consultant. [05:37] - What led David to LCG Consulting. [06:53] - How LCG Consulting helps wealth managers make investment decisions. [09:50] - How David and his team provide value to their clients. [14:11] - Operational due diligence: what it is and how it works. [18:20] - LCG Consulting’s process for performing operational due diligence. [20:55] - What makes LCG Consulting unique from other consulting firms. [25:37] - What makes the right asset allocation in the private debt space. [31:23] - What is mezzanine financing or mezzanine debt. Quotes [11:26] - "The vast majority of investors out there don't have an operational due diligence team. Peers like ourselves, that's common. But take the utility or take a family office, they're not doing that level of operational diligence and they're typically going to outsource that." - David Emerson [17:57] - "When you commit to a private equity firm or a private debt fund, you're making a long-term commitment. You're getting married to that fund and there isn't an easy divorce out of that if something goes wrong." - David Emerson Links  David Emerson on LinkedIn LCG Associates University of Maryland Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!   Disclosure: The views expressed in this podcast may not necessarily reflect the views of LCG Associates, Inc. and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. This material is for informational purposes. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ‘forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment dec

The market is flooded with financial data. Firms are sitting on goldmines of information, yet most are not deriving maximum value from it. To unlock this value, data integration is key. It enables different systems, including those used by advisors and their clients, to communicate with each other. By having all of the data centralized in one place and accessible by all relevant systems, firms are able to gain a holistic view of their clients and their portfolios. Only then can they deliver truly excellent customer experiences. In this episode, Tommy talks with Kyle Van Pelt, CEO at Milemarker, an Integration as a Service (IaaS) company that delivers a fully-managed data integration platform for financial services companies. Prior to joining Milemarker, Kyle held leadership positions with several advisor tech companies, including wealth management platform Skience and risk management software Riskalyze.  Kyle talks with Tommy about how technology integration is a challenge for advisory businesses and how Milemarker can help solve it, new developments taking place in the wealth management industry, and why data integration is key to delivering excellent client and advisor experiences. Key Takeaways [01:57] - How Kyle began his professional career. [03:58] - Kyle's journey into the fintech and wealth tech industries. [05:39] - What cold calling is and how it works. [09:28] - How Kyle developed his expertise in wealth technology. [12:50] - How technology integration is a challenge for advisory businesses. [14:37] - How Milemarker solves data integration problems among financial services companies. [15:46] - An example of how an API (Application Programming Interface) works. [19:04] - What developments have been taking place in the wealth management industry. [23:05] - The power of data in delivering excellent advisor and client experiences. [26:29] - What Kyle learned from college sports setbacks. Quotes [13:48] - "Every financial advisor at the end of the day, their business is how well they serve their clients. So, when your technology is not talking to itself the way that you need it to, these firms cannot accurately represent themselves the way that they want to to clients and to prospective clients ultimately because they are not in control of their own data journey." - Kyle Van Pelt [22:27] - "We like to say at Milemarker, it's your data, your rules. If you have all of that at your control, you can write the rules about what type of client experience you want to build, what type of advisor experience you want to build, and what type of executive experience you want to build." - Kyle Van Pelt [25:02] - "You shouldn't be driving around with a foggy windshield in your business. You shouldn't be driving around without being able to answer the strategic questions. Your data, your rules." - Kyle Van Pelt Links  Kyle Van Pelt on LinkedIn Milemarker Pelicans Liberty University Riskalyze Mammoth.vc Black Diamond Planners Skience Jud Mackrill Kim Mackrill Orion Advisor Technology Uber Twilio Amazon Redshift Envestnet Vestia Personal Wealth Advisors Hightower Advisors Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

International travel is bouncing back. With borders reopening and restrictions gradually being lifted, people are once again taking to the skies and heading to their favorite destinations. While applying for a passport and visa can often be a daunting task, how can international travelers ensure they have the documentation they need to have a worry-free and enjoyable trip? In this episode, Tommy talks with Rich Mandleur, CEO at Passport Visas Express, a company that specializes in helping applicants obtain and expedite passports and visas for international travel. At Passport Visas Express, Rich and his team work directly with the US Passport Agency as well as embassies and consulates to provide express passport and visa services. Rich talks with Tommy about how Passport Visas Express helps international travelers, why passports should be renewed sooner than their expiration dates, and what future visa and passport applications will look like. Key Takeaways [00:46] - How Tommy came to know Rich Mandleur. [03:37] - How Rich got into the travel business. [09:55] - The story behind the name of Rich’s company. [12:24] - The services Passport Visas Express offers. [14:38] - Why passports expire sooner than their expiration dates. [18:30] - How visa and passport applications will be handled in the future. [22:43] - How Covid has changed the way passports and visas are processed. [25:36] - The highs and lows of Rich's business. [28:15] - How Passport Visas Express assists travelers with vaccination policies. [31:25] - Rich's craziest hitchhiking story. Quotes [12:39] - "The passport is your identity and your citizenship. It's like your birth certificate. A visa is advanced approval to enter a foreign country." - Rich Mandleur [15:48] - "Six months is really a great rule of thumb. You should consider your passport expired six months prior to its actual expiration date, and you should renew it because most countries will not allow you to enter with a passport that is expiring in less than six months." - Rich Mandleur [19:28] - "The electronic visa is where most countries are going. With COVID, I think that in large part, some of them are deciding to do this because they don't want hundreds of people queued up at the embassy or consulate applying for visas." - Rich Mandleur Links  Rich Mandleur on LinkedIn Passport Visas Express Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

In any field or endeavor, one of the traits of the top performers is their champion mentality. To be a champion, however, is not about some innate quality you were born with. It is rather about developing a championship mindset, one characterized by the relentless pursuit of excellence and the unwavering belief that anything is possible.  In today’s episode, Tommy talks with Amber Selking, Founder and Performance Consultant at Selking Performance Group. She works to emphasize the power of mindset and leadership to drive lasting change in businesses, athletic teams, and individual lives. Her dynamic and individualized approach to enhancing performance helps clarify vision, create championship team cultures, and achieve sustainable results.  Amber talks with Tommy about what inspired her to learn about human high performance, how thoughts affect emotional and physiological states, and how culture and leadership are key to a powerful mindset transformation. Key Takeaways [03:50] - How Amber got her foot into the business and athletic worlds. [07:03] - What inspired Amber to learn about human high performance. [08:58] - What was life like when Amber injured her knee playing soccer. [11:28] - Amber's source of strength during the hardest part of her life. [19:31] - How thoughts affect emotional and physiological states. [23:05] - What made Amber decide to write a book about all she has learned. [27:34] - How Amber’s book helps people win their mental games. [29:57] - How culture and leadership are the keys to a powerful transformation. [32:06] - How to build championship mindsets. [37:04] - Amber’s advice for business owners on developing a championship mindset. Quotes [13:07] - "Positivity does not mean acting like things are wonderful and that everything is okay right now. Positive thinking is really about anchoring your hope in a future that you truly believe will come to fruition." - Amber Selking [14:44] - "Whatever we're doing, we need to work at it with all of our hearts, with intention and purpose, because it's not about the outcomes we're achieving at the moment. It's about who we're becoming in that process." - Amber Selking [22:02] - "We have to be cognizant about what we're thinking about and how we are thinking about things knowing that those thoughts are generating new emotional states for us." - Amber Selking Links  Amber Selking on LinkedIn Selking Performance Group Building Championship Mindset Podcast Winning the Mental Game: The Playbook for Building Championship Mindsets Lou Holtz University of Notre Dame DaMarcus Beasley Dr. Rick Mcguire The Purpose Summit Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Financial advisors are uniquely positioned to help investors with their overall financial well-being. They work with their clients to set meaningful goals that go beyond just accumulating money. What are the best ways for advisors to design financial plans that reflect their clients' beliefs, values, and education? In today’s episode, Tommy talks with Scott Highmark, President and Principal at Mosaic Family Wealth. Prior to founding the firm, Scott held leadership roles at companies such as Morgan Stanley Wealth Management and A.G. Edwards & Sons. As the President of Mosaic Family Wealth, Scott leads the firm’s strategic direction to ensure that it is able to anticipate and respond to clients' needs. He takes pride in leading a team of like-minded, like-hearted, and talented individuals. Scott talks with Tommy about his transition from an athlete to owning a financial advisory firm, the principles behind founding Mosaic Family Wealth, and how the firm integrates faith, experience, relationships, and legacy into the clients' financial wellbeing. Key Takeaways [01:46] - Scott Highmark as a young man. [04:27] - How Scott realized he wasn't just all about basketball. [07:32] - What it's like to play against basketball legends. [11:28] - How Scott got into financial services. [13:30] - What led him to launch his own financial services company. [15:01] - Broker Protocol: What it is and how it impacts advisors and company owners. [20:09] - The principles behind the founding of Mosaic Family Wealth. [22:16] - A few of Mosaic’s success stories. [25:37] - How Scott integrates relationships and experiences into his clients' financial plans. [30:46] - Scott's Bobby Knight story. Quotes [17:45] - "As an entrepreneur and somebody who tries to invest and spend a lot of resources to create a great experience, I understand the thought (non-compete agreement). But at the end of the day, the clients rule the day and we're here to serve them." - Scott Highmark [21:15] - "I want to help high-capacity people pursue success, but also pursue significance and move beyond success as the world would define it and truly align their values and their wealth to what we call true significance." - Scott Highmark [24:49]- "When you can truly align your relationships, your legacy, your experiences, and your finances, that's true significance." - Scott Highmark Links  Scott Highmark on LinkedIn Mosaic Family Wealth Mosaic Family Wealth Email  Outliers: The Story of Success by Malcolm Gladwell Saint Louis Billikens Tim Duncan Bobby Knight Damon Bailey G League Ignite Coach K Benjamin F. Edwards Tad Edwards Halftime: Moving from Success to Significance by Bob Buford Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

This week, we’re flipping the script and airing a conversion with Tommy from Frontier’s 10Q podcast. Frontier is a private community for investors to engage, learn, and form meaningful relationships.  In this conversation, Frontier’s Tyler Cho talks with Tommy about how and why he pivoted away from a lucrative career to pursue venture capitalism in the healthcare space, the most challenging part of running a venture firm, what Tommy’s building that other firms are hoping to utilize, how anyone can transform from an employee to a leader, and why Tommy benefits from his status as an outsider.  Key Takeaways [02:24] - Tommy’s approach to investing. [02:47] - Why Tommy decided to work in the venture space and the subspace he’s landed in. [03:52] - How Tommy began managing capital for physicians.  [05:35] - Why Tommy exited his career managing capital for physicians and jumped into the venture ecosystem.  [11:14] - The most challenging part of running a venture firm.  [15:29] - What logistical constraints Tommy has had to be mindful of while building out his unique business model.  [15:58] - Tommy’s biggest career mistake.  [19:36] - What Tommy’s looking to build in the future and his long-term goals.  [26:15] - How Tommy spends his free time.  [28:50] - What Tommy does differently than others.  [30:31] - What’s occupying Tommy’s mind. [35:34] - What consistently surprises Tommy.  Quotes [20:20] - “We want to build a franchise brand in that area. We want to be the known commodity in the healthcare space, in the wealth tech space, for the venture community. And we also really want to be known as a great citizen in the venture space, meaning that we play really nicely with other firms. So we’re not a typical venture fund.” ~ Tommy Martin [26:06] - “Everything we’re building we are optimizing to be accessible and useful, not just for ourselves, but for the entire community.” ~ Tommy Martin [30:53] - “The thing that I’m really thinking about is how do we build world-class organizations that are deeply, deeply inclusive of anybody that wants to come do great work there, without having to check my own values and beliefs at the door? I want to build inclusive organizations that are inclusive to everybody, including me.” ~ Tommy Martin Links  Frontier Frontier 10q podcast Tyler Cho on LinkedIn Cleveland Clinic Dr. Jay Yadav  Robinhood Masterworks Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Small businesses and startups often find the process of scaling to be an uphill battle. In order to grow, they need to overcome several common challenges, including limited resources, lack of experience, and insufficient funding. However, with the right tools and strategies in place, scaling can be a successful process. In today’s episode, Tommy talks with Jeff Brewer, Managing Partner at Hanok Ventures. After serving in the military for 14 years, Jeff transitioned into the private sector, where he held leadership positions at companies like General Electric, Asurion, and The Boston Consulting Group. Today, he focuses on helping small businesses. He has made it his mission to help them scale and develop new leaders. Jeff talks with Tommy about what led him into the private sector after his military achievements, why he prefers to work with small businesses over big corporations, and how he helps small businesses and new leaders scale and stay on top of their game. Key Takeaways [02:04] - Why Jeffrey called himself an “entrepreneurial coward”. [05:09] - A look back at Jeffrey's military career. [08:13] - What led Jeffrey into the private sector despite his military achievements. [10:22] - How Jeff got started in angel investing. [13:42] - How Jeff managed to keep his day job and work with small companies on the side. [16:46] - Jeff’s biggest takeaways from working with Boston Consulting Group. [21:15] - Jeff's thought process for scaling a business. [25:23] - An example of how founders struggle with letting go. [31:44] - The challenges of working with family-owned businesses. [42:20] - The story behind the founding of Hanok Ventures. [46:27] - The role Jeff played in the businesses he bought. [52:05] - Jeff’s thought process for bringing investors to Hanok Ventures. [53:08] - What Jeff looks for in companies he invests in. [55:28] - How Jeff serves both the ministry and business at the same time. Quotes [26:16] - "To get to that point where you start scaling, you cannot control everything in the organization anymore. You have to start delegating to your leadership team and allow them to thrive because they are now at a level and a capability set that's far beyond you in their particular area of expertise." - Jeff Brewer [27:12] - "To be successful and to scale, you have to release some of that authority and delegate properly. And that's not saying giving up everything to the company, to your leadership team, but giving up some of that allows them to grow in their capabilities. You've got to go through that mental and emotional process of letting go for your company to really reach that next level." - Jeff Brewer [50:53] - "I don't believe any successful, healthy transition that goes from what the legacy company was to what this new company is going to be will work unless the former CEO and the sellers of the business believe in that new CEO. All three of us on the new side of the organization have to be 100% aligned." - Jeff Brewer Links  Jeff Brewer on LinkedIn Hanok Ventures Cornerstone Support GE Grid Solutions Good Spread Boston Consulting Group McKinsey Bain & Company Herschend Family Entertainment Jack Herschend Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

This week, we’re flipping the script and airing a conversion with Tommy from the Advisor Revelations podcast from DPL. In this conversation, DPL’s Leslie Grant talks with Tommy about his switch to using commission-free annuities, having hard insurance conversations with clients, and how DPL has helped Tommy and his firm implement successful insurance solutions. Key Takeaways [02:18] - An introduction to Tommy and the origin story of Vestia Personal Wealth Advisors.  [04:34] - How Tommy started his career and why he finally embraced annuities.  [10:52] - What drives the annuity conversation with clients.  [13:21] - The link between annuities and a low-stress retirement.  [16:10] - The emotional side to financial advice.  [18:28] - Why commission-free insurance changes the narrative about annuities, and why Tommy decided to partner with DPL.  [25:20] - When to actually start talking to clients about annuities.  [29:50] - How advisors should start thinking about insurance products.  [37:21] - How to approach a conversation with clients on annuities.  Quotes [14:40] - “What we’re ultimately saying to them is, ‘look, do you want some insurance on your nest egg?’ You still insure your house even though it’s paid off, you still insure your car even though it’s paid off, you worked your entire life to build up this nest egg, do you want to spend a little bit of money to have some insurance for it? And by and large, most people say yes.” ~ Tommy Martin [17:32] - “We know from behavioral economics that a lot of the reasons people make financial decisions have nothing to do with the math, and have everything to do with relationships, how they grew up, their trigger points with money. And our job as advisors is to not just maximize the math on paper, but maximize the math in real life.” ~ Tommy Martin [21:20] - “DPL solved the two biggest hurdles that I believe keep advisors from using [annuities] as a standard recommendation. And now that they’ve solved those two big hurdles, I am going to say this on record: If advisors are not making [annuities] an opportunity for their clients, I believe 100% they are violating their fiduciary duty to those clients.” ~ Tommy Martin Links  Vestia Personal Wealth Advisors Moshe A. Milevsky Confessions of a VA Critic LinkedIn Dow Leslie Grant on LinkedIn DPL Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Statistically, most women are uncomfortable discussing money and lack confidence in making investment decisions. Too often, these result in lost opportunities for both financial growth and independence. As the majority of women are the financial head of their household, how can they overcome the barriers that prevent them from achieving their family’s financial goals? In today’s episode, Tommy talks with Lauren Pearson, Managing Director of Somerset Advisory and Co-Founder of The Wealth Edit. She is a Certified Financial Planner and has designed and crafted hundreds of financial planning scenarios in her decade-plus career in wealth management. After years of drafting hundreds of plans for families, Lauren saw the need for women to have a space of their own to understand wealth outside the context of a traditional advisory relationship. Lauren talks with Tommy about her journey to a career in financial planning, why a high percentage of women feel disconnected from their financial advisors, and how she empowers women to gain confidence and develop their own concepts about money. Key Takeaways [04:18] - How Lauren got into the wealth advisory space. [08:34] - What Lauren did in pursuit of a career in financial planning. [14:09] - Why a high percentage of women feel disconnected from their financial advisors. [16:35] - How The Wealth Edit was founded. [21:02] - The financial personality that best describes Lauren. [23:05] - One of the most rewarding experiences Lauren had with The Wealth Edit community. [30:31] - The best way to start feeling confident about money. Quotes [10:28] - "As a CFP, you have to take fiduciary responsibility. And that means putting your interests as the client ahead of my own interests." - Lauren Pearson [13:02] - "95% of women end up as financial head of household and a good majority of those are underprepared. So, I wanted to make sure that our practice really served the needs of women." - Lauren Pearson [26:35] - "It's never too late for a do-over. I think sometimes there's so much shame and self-consciousness around money, whether you have a bunch of money and you feel self-conscious about the fact that you have it or you're the first person in your family to have money and you maybe didn't learn the best money habits." - Lauren Pearson Links  Lauren Pearson on LinkedIn Somerset Advisory The Wealth Edit Emily Lassiter The Wealth Edit Guidebook The University of Georgia Merrill Lynch Hightower Advisors Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

People are drawn to stories. In business, storytelling and vulnerability are powerful ways to build trust and establish a personal brand. People will remember who you are, what you do, and why they should care.  In today’s episode, Tommy talks with Derek Laliberte, Chief Disruptur at Disruptur, a brand engagement agency that offers high-impact and interactive coaching clinics for sales and marketing professionals. For Derek, sales is the new marketing and marketing is the old sales. He believes it's time to think differently about the prospecting approach.  Derek talks with Tommy about the concept behind Disruptur’s playbook, the different sides of marketing, and how people are moving past the age of the customer. Key Takeaways [01:47] - A look at Derek Laliberte's early years. [07:41] - How Derek got into the world of digital marketing. [14:23] - The concept behind Derek's playbook. [24:36] - The different sides of marketing. [29:40] - The fastest way to build trust. [32:14] - How people are moving past the age of the customer. [39:11] - What sets Disruptur apart from other marketing agencies. [43:43] - Derek's life struggles and how he overcame them. Quotes [14:36] - "Sales and marketing do not communicate. They are ships passing in the night. Marketing is doing one thing, sales is doing another thing. But the way that sales engages with potential clients is more similar to the way marketing is now than it is to the way sales used to be." - Derek Laliberte [16:03] - "Sales needs to create content on a macro level using the concept of a marketing funnel that creates awareness, is very engaging, that creates consideration, and then creates decision. And this is on a macro level to have as many conversations as possible. But the conversion is not based on meetings, it's based on conversations." - Derek Laliberte [30:21] - "I've discovered through the articles that I've written and personal struggles that vulnerability is the fastest way to build trust. If you can be authentic, if you can be genuine and honest about what you've been through, I think people will see you more as somebody they can trust right away." - Derek Laliberte Links  Derek Laliberte on LinkedIn Disruptur Minnesota North Stars The All Hockey Hair Team Choosing to Cheat by Andy Stanley Netflix Bridgestone Gary Vaynerchuck VaynerMedia The Sasha Group Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Brand isn't just about design and marketing. At its core, it's about the values and principles that a company stands for. Creating a culture of care in which people feel appreciated and valued brings exceptional results.  In today’s episode, Tommy talks with Dr. Lucas Bryant, Plastic Surgeon at Refine Facial Plastic Surgery and Aesthetics, a boutique facial plastic surgery practice that specializes exclusively in plastic surgery of the face and neck, as well as nonsurgical treatments. Lucas is a double board-certified and fellowship-trained facial plastic surgeon who believes in using honesty and excellence in order to achieve beautiful results. Patient safety and philanthropy are the cornerstone values of his practice. Lucas commits a portion of his practice to volunteering his time on surgical mission trips, helping children and adults with limited medical and financial resources. Lucas talks with Tommy about how social media has changed the way surgeons find patients, how he developed an amazing team where patients not only rave about him but also his teammates, and the strategy he uses to build a brand based on caring for people and delivering outstanding results. Key Takeaways [03:04] - What inspired Lucas to pursue medicine. [06:49] - A playbook that brings a new perspective to medical practice. [10:03] - How social media has changed the way surgeons find patients. [12:34] - Lucas’ thought process on asking for a patient testimonial. [19:49] - How Lucas developed an amazing team where patients not only rave about him but also his teammates.       [25:13] - What the future holds for Lucas’ practice.                                                                                                           [30:20] - How Lucas uses his skills for the greater good. [34:31] - What Lucas has to say about a career in medicine. Quotes [26:39] - "I'm not going to grow just to grow because you can't just hire extra people to get bigger at the cost of the practice mission. We are super slow to bring people on because our main focus is providing that unified vision of excellence and honesty in everything we do." - Dr. Lucas Bryant [29:31] - "If you just focus on being the best, I think people appreciate that. And it's a struggle. It's certainly not the easy road, but I think there's an aspect of survivability to a practice that exudes excellence and provides the best care possible." - Dr. Lucas Bryant Links  Dr. Lucas Bryant on Instagram University of Minnesota Twin Cities Brent Beshore Refine Facial Plastic Surgery and Aesthetics Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!