Advus After Hours

Advus After Hours

By Mitchell Lamoriello and Jeff LeeBusinessEntrepreneurshipInvestingManagement
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Advus After Hours episodes

  • Inventing a First-of-Its-Kind Kids Water Brand – Lindsay Dykstra Kiley and Neda Khosrowzadeh of Swelly

    Our guests this week are Lindsay Dykstra Kiley and Neda Khosrowzadeh, co-founders of Swelly and the creators behind a first-of-its-kind motorized water scooter designed for kids. Lindsay and Neda discuss the origin of Swelly, the challenges of launching and scaling a product in a highly regulated category, how their complementary skill sets and trust as partners drive the business forward, the role of social media and community in early traction, balancing entrepreneurship with family life, what’s next as they build Swelly into a broader family lifestyle brand, and more.

    Watch this Podcast

    Learn More: swelly.us

    TIMESTAMPS

    00:00 – Intro
    01:14 – Launching Swelly: The World’s Best Water Scooter
    02:44 – What is Swelly? Product Explained
    04:49 – Inspiration & Origin Story
    06:15 – Naming the Brand & Early Branding Decisions
    08:10 – Family, Content Creation, and Teamwork
    10:53 – How Their Partnership Began
    12:51 – Entrepreneurial Backgrounds
    15:59 – Balancing Family & Business
    19:11 – Purpose, Values, and Brand Vision
    21:11 – Practical Steps: Turning Ideas Into Reality
    23:05 – Legal, Compliance, and Being First to Market
    26:01 – Product Design: Creating Something New
    28:44 – Going Viral & Social Proof
    31:35 – Supply Chain, Manufacturing & Growing Pains
    34:31 – The Business Playbook & Learning from Mistakes
    36:22 – Holiday Sales & Managing Growth
    39:00 – Expanding the Product Line: Swelly’s Sunglasses for Kids
    41:46 – Vision for the Future & New Product Sneak Peeks
    43:31 – Community, Location, and Why Central Florida
    45:08 – Big Goals: Retail, International, and Shark Tank Dreams
    46:11 – Final Thoughts

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.com/sm-disclaimer

    47 min
  • Luxury Resort Experiences as a Lifestyle – Greg Spencer of Timbers Resorts

    Mitchell and Jeff chat with Greg Spencer, CEO of Timbers Resorts, to explore the evolution of luxury resort living and fractional ownership. Greg shares how his military background shaped his leadership, the challenges of workforce housing in high-end destinations, and why Timbers Resorts moved its headquarters from Vail to Winter Park. He also breaks down the differences between fractional ownership and timeshares, the rising demand for experiential travel, and how Timbers is redefining luxury hospitality and the future of high-end travel.

    Watch this Podcast

    Learn More: timbersresorts.com

    TIMESTAMPS

    00:00 Introduction to Greg Spencer, CEO of Timbers Resorts
    03:31 Leadership Challenges in Development Projects
    06:56 The Importance of Team Synergy in Global Operations
    10:12 Real Estate Strategies in Hospitality
    13:19 How Timbers Reciprocity and Priority System Works
    16:43 Successful Real Estate Repositioning Strategies
    20:19 Launching The Andiamo Collection and Strategic Branding
    23:28 Rise of the Multigenerational Traveler
    27:00 The Affordable Housing Dilemma
    30:13 Embracing Authentic Communication in Hospitality
    33:35 Creating Authentic Luxury Experiences in Hawaii
    37:21 The Sparkle and Pop Revival
    40:11 Business Development in Central Florida
    43:34 The Community and Charm of Winter Park
    47:05 Florida’s Business-Friendly Environment and Growth Potential
    50:31 Traveling Made Easy in Central Florida
    54:01 Importance of Community Engagement

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.com/sm-disclaimer

    55 min
  • Building Community Via Healthy Food – John Rivers

    Recorded live at the brand new 4 Roots Education Center in Orlando, Florida – Mitchell and Jeff chat with John Rivers, CEO and founder of the legendary 4 Rivers Smokehouse and Founder/CEO of 4Roots, a non-profit focused on promoting health, sustainability, and combating food insecurity through education and sustainable farming.

    John describes the growth of Four Rivers, now a national brand, explaining how the new non-profit complements the success of the restaurant business, 4Roots’ new campus that employs nine growing systems and a living building powered by solar energy and built with sustainable materials, his passion to tackle systemic hunger and to help transform farming practices to restore soil health and ensure future food security, and much more.

    Watch this Podcast

    Learn More: 4rootsfarm.org

    TIMESTAMPS

    00:00 Introduction to John Rivers and the growth of 4 Rivers
    02:47 Overview of 4Roots Operations
    07:46 The Essential Role of Soil in Sustainable Food Production
    10:31 Reassessing Philanthropy and Mission Focus
    13:13 Importance of Food Access and Education
    15:56 From College Struggles to Career Resilience
    18:40 Evolution of Project Design Over Time
    21:17 Innovative Energy-Efficient Building Design
    23:43 Valencia College Campus Initiatives
    26:14 Inspiring Change Through Local Attractions
    28:31 Building Strategic Partnerships for Community Growth
    31:05 Addressing Community Food Insecurity
    33:38 The Hidden Costs and Inefficiencies in the U.S. Food System
    36:19 National Security Risks of Food Dependency
    38:57 Community Impact: Over 2.3 Million Meals Served
    41:32 Excitement and Steps for Community Growth

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    43 min
  • Growing a Pediatrics Business in Orlando – Dr. Michael Middleton

    Jeff chats with Dr. Michael Middleton, owner of Middleton Pediatrics, about why he chose to locate his practice in Orlando, the challenges in growing from a small practice to a medical office that facilitates over 25,000 visits a year, how the community helped him along the way, pushing through the challenges of Covid, his thoughts on how social media and access to the internet has changed patient attitudes over time, and much more.

    Watch this Podcast

    Learn More: middletonpediatrics.com

    TIMESTAMPS

    00:00 – Intro
    01:40 – Dr. Middleton’s background and early days
    04:22 – Picking a medical specialty
    06:22 – Choosing the expand the practice
    11:47 – The people who helped along the way
    14:16 – The growth of Middleton Pediatrics
    15:12 – Is there a baby boom in Orlando?
    17:48 – Business doubts & unexpected challenges
    23:56 – Surviving Covid by being nimble
    35:45 – Why Dr. Middleton chose pediatrics
    37:35 – Integrating your beliefs into business
    41:05 – What part of running a medical practice could be applied to most businesses?
    45:10 – How parents have changed over time
    49:02 – Battling medical misinformation and hesitancy
    58:15 – Disarming doubt in medical advice
    59:05 – Outro

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    1 hr
  • Bringing Michelin Star Sushi to Orlando – Chef Mike Collantes

    Mitchell and Jeff chat with Chef Mike Collantes, owner of the legendary Soseki Modern Omakase restaurant, about his deep Orlando roots, his food journey starting as a cook at Sbarro all the way to creating a Michelin star-winning sushi experience, his thoughts on Orlando’s exploding food scene, the carefully selected team and design around his new Bar Kada sake bar concept, and much more.

    Watch this Podcast

    Learn More: mikecollantes.com

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    56 min
  • Changing Lives Through Song – Theresa Smith-Levin of Central Florida Vocal Arts

    Mitchell and Jeff are joined by Theresa Smith-Levin, Founder and Executive Director of Central Florida Vocal Arts, non-profit music advocacy organization dedicated to providing the high quality training and performance opportunities to young artists. The guys discuss Theresa’s experience at this years Victory Cup competition, the importance of singing and performance for self-expression and healing, the societal perception of vocal talent and how it affects people’s willingness to engage in singing or the arts, the future of the organization, and much more.

    Watch this Podcast

    Learn More about Central Florida Vocal Arts: https://centralfloridavocalarts.org

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    46 min
  • The Cost of Legal Aid For All – Jeff Harvey of Community Legal Services

    Mitchell and Jeff are joined by Jeff Harvey, CEO of Community Legal Services, a non-profit that provides no-cost legal services to vulnerable low-income communities in Central Florida. The guys discuss Jeff’s military service, connecting with mentors and developing a passion for leadership and service, and how those life experiences have helped CLS grow significantly, becoming one of the largest law firms in Central Florida.

    Watch this Podcast

    Learn More about Community Legal Services: https://www.clsmf.org

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    42 min
  • The Power of Storytelling – Ashley Vann of Victory Cup Initiative

    Mitchell and Jeff are joined by Ashley Vann, Founder of Victory Cup Initiative, a non-profit that hosts an annual competition to help local non-profits amplify their stories, raise funds, and build community. The discussion ranges from Ashley’s background as a Winter Park native, her roots and early success in wealth management, how the skills she learned as a financial services professional helped seed the idea for Victory Cup Initiative, the success and future of the competition-based non-profit, and much more.

    Watch this Podcast

    Learn More about Victory Cup Initiative

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    52 min
  • The Power of Neighborhoods – Eddy Moratin of Lift Orlando

    Mitchell and Jeff chat with Eddy Moratin, President of Lift Orlando, a non-profit dedicated to strengthening neighborhoods by building high quality, mixed-income housing and providing a cradle to career educational pipeline while improving community health and wellness. The conversation touches on topics such as the rich history of the black community in Orlando, how disinvestment opens the door to gentrification, the role of community partnerships in driving positive change, the success of the Lift Orlando method, and much more.

    Watch this Podcast

    Learn More about Lift Orlando

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    59 min
  • Doing BBQ Different – Thomas Ward of Pig Floyd’s & Pigzza

    Mitchell and Jeff chat with Thomas Ward, entrepreneur and local restaurateur, about his history in the restaurant business and his latest dine-in sensation Pigzza – a fusion of smoked meats and Italian food. Thomas details his path from food trucks to award-winning dining establishments, his thoughts on Orlando as a food city, embracing criticism and radical honesty with customers, lessons he’s learned over the years, why a restaurateur would want to host a podcast, and more.

    Watch this Podcast

    Learn More about Pigzza

    This podcast is produced by Advus Financial Partners, a wealth management firm located in the Central Florida area, that focuses on wealth and investment management, and retirement management.

    Disclaimer: https://advuspartners.wpenginepowered.com/sm-disclaimer

    47 min

About Advus After Hours

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Advus After Hours is a podcast focused on the intersection of innovation, finance and community in Orlando, Florida - hosted by wealth advisors Mitchell Lamoriello and Jeff Lee.