1st Floor Conversations

Welcome to Episode 53! In this episode, we are joined by Tyler Davis. For the last 4.5 years, Tyler has been a financial advisor, licensed in everything from investments, planning, and insurance. Throughout her career she worked with clients at all stages of life and given the state of the market, I thought it was a great opportunity to dive deep into financial best practices, navigating the market, and preparing for life post-COVID.

During this episode, we discuss building financial habits, wealth accumulation, as well as, the following:

• Money is often categorized similarly to religion and politics. What was the conversation around money like when growing up? What should it have been like?
• What are some of those common misconceptions that you hear from those meeting with an advisor or a financial planner for the first time? 
• Can you unpack the industry and the types of professionals in the industry? How does an average guy or gal understand if the person they are working with is truly the right partner? 
• What kinds of conversations are you having now with the market being so volatile 
• When you are working with someone who is starting from scratch, has no idea how to even do their taxes, and is trying to be responsible with their money, what are those initial steps they can take to begin building a stronger financial foundation? 

And as always, much more!

Interested In Learning More?
[email protected]
Text: (858) 263-8228
LinkedIn: https://www.linkedin.com/in/tylerdavis23

Rate & Review!
If you enjoyed this and previous episodes, it would mean a lot if you would rate and review!
Podcasts are a conversation & that means your voice should be heard!
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Disclaimer: 
North Star Consultants, Inc. - Insurance Products and Services. CRI Securities, LLC - Securities and Investments. Securian Financial Services, Inc. – Variable Products and Securities. Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group.  North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated.

Tyler is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 9370 Sky Park Court, Ste. 150 | San Diego, CA 92123  - 3084801/DOFU 6-2020”

In Episode 52, we are joined by Robbie Martin! Robbie is not only a very close friend of mine, but he is also my partner in our charity organization, The Artists For Good Collective. 

Six weeks ago the idea of the AGC was born and between then and now we took the idea of harnessing the creative community to do some good and were able to accomplish the following;

• Raise Over $11,000 via donations and sales of art, jewelry, and prints (all funds raised in a 7-day window via donations, art sales, and virtual art auction)
• All $11,000 will be donated to Feeding America to create over 3,600 meals for those in need
• The $11,000 was raised by over 100 individual participants who donated to the cause (people had 7-days to donate)
• Beyond cash donations, over 100 individual pieces of art were purchased by those who wanted to support the cause, as well as, the talented artists
• We ended up on live television (Fox News) to promote the event!
• We produced over 250 pieces of digital content in a 7-day marketing blitz which fueled the growth of an online community from zero to 1500+ people and growing
• We successfully live-streamed a 7-hour virtual art, music, and comedy broadcast Sunday, June 28th that showcased 10 musical performances, 14 comedians, and a dozen fine artists for the entertainment of thousands of people (and growing with the content still online) 

In this exclusive, we unpack the lifecycle of the event from genesis, to development - the good, bad, and ugly - while providing commentary and additional perspective for you to enjoy and apply in your own pursuits.

For more information on The Artists For Good Collective visit:
http://www.artistsforgoodcollective.com/

As always, great content creates a dialogue! So please rate, review, and subscribe! Your feedback helps create a better experience moving forward. If you are speaking, we are listening. 

In Episode 51, I debrief how my good friend Robbie Martin and I took an idea for a virtual arts, music, and charity festival and brought it to life, raised thousands of dollars, streamed to thousands, ended up live on television on Fox 5 DC news, and built a Facebook community of over 1,000 people from all over the country... all in less than 6 weeks. 

Candidly, this was a life-changing event and a very unique experience so I stripped down the podcast setup, grabbed a mic, and recorded on my balcony.  

In this episode, I unpack the following 4 takeaways;

1. Why it's important to look at decisions/experiences as "What if it's better than you could possibly imagine" instead of "what's the worst that could happen"
2. The significance of one of my favorite quotes "We seldom lookup in rooms we frequent"
3. Value of Trust 

Then there is a teaser of a 4th which is simply, the value of a walk. 

As always, I believe great podcasts create dialogues, not downloads. So if you enjoyed this or previous episodes, please rate, review, and share this podcast so together, we can create an incredible foundation. 

Welcome to Episode 50! In this episode, we are joined by Ann Kowal Smith. Ann is the Founder & Executive Director of Books@Work, a 9-year-old non-profit, which developed and deploys one of the most innovative strategies in the marketplace for facilitating workplace discussions that foster collaboration, development, and integration. 

During her impressive career, Ann tried on multiple hats including; a decade as a corporate attorney, five years at McKinsey & Company, and as Principal at a management consulting firm called Heidrick & Struggles. 

It was her academic, volunteer, and professional experience that lead her to a unique discovery - the majority of Americans are undereducated relative to potential. And she was right. Nearly a decade later, Books@Work is thriving helping organizations build culture, workplace inclusion, and more. 

We discuss all of that, as well as, the following:

• What models are working in organizations as it pertains to building culture? 
• How do fast-growth companies or companies going through mergers approach diversity & inclusion? 
• When creating an inclusive and integration workplace what is more important, building listening skills or effective communication skills? 
• When you reflect on the early stages of your career, how has the state of work evolved from the standpoint of building culture? Are there any trends that stand out more than others?

Interested to Learn More?
Check Out Ann Kowal Smith & her organization at https://www.booksatwork.org/
Rate & Review!
If you enjoyed this and previous episodes, it would mean a lot if you would rate and review!
Podcasts are a conversation & that means your voice should be heard!

Welcome to Episode 49 of 1st Floor Conversations! In this episode, we are joined by Paul Carney. Paul has been an award-winning real estate advisor for companies of all sizes for short of the last decade working with companies such as Adobe, E3 Federal, Equifax, Insight Global, and Kettler just to name a few. It is his extension experience in the industry, representing tenants, executing negotiations, traditional office spaces, co-working space, and a plethora of other industry experiences that makes him the guy to talk to about all things Real Estate. And that is exactly what we are doing today.  

During this conversation, we discuss how Paul made the transition from serving cold drinks to making cold calls, building a career in a brutally tough industry, and the following: 

• The Evolution of What Companies want out of their commercial real estate?
• What does the data show us that employees want out of their office space? 
• In the GovCon & Professional Services sector, how can you ensure you lease is scalable so that your organization can grow and downsize without being handcuffed to a contract? 
• How does coworking play into the options as a viable real estate solution for companies?

And much more!

Tap into all that Paul offers over on LinkedIn:
https://www.linkedin.com/in/paul-carney-b4336733/

As always, great contact is just heard, it starts a dialogue. Let me know your thoughts by rating & reviewing on Itunes and related platforms. Thank You!