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On today’s episode, our guest is Brian Bogert. He's an incredible individual who has gone through a remarkable journey, including the loss and reattachment of his arm. He shares his inspiring story on stage but also offers insights on how to have a significant impact and generate income. In our discussion, we explore his business growth strategies and how he leverages his speaking career to make a difference. If you're looking for both a compelling story and practical advice to launch or grow your speaking business, you're in for a treat. So let's dive into the episode and hear from Brian himself.
[1:50] Do you mind sharing with everyone what your actual message is when you step into the world?
To put it plainly, I often declare that my primary roles are as a husband and father. However, my actions didn't always align with this declaration. There was a significant period in my life where I found myself reacting to situations or feeling a certain way due to actions that I believed were in line with my intentions, but often were not. Looking at my journey from a high-level perspective, when I was seven, I endured a traumatic accident where I was run over by a truck, resulting in my left arm being torn from my body and then reattached. While this event has been a cornerstone of my narrative as a speaker, I later realized that it also contributed to unresolved issues that I suppressed for years, leading to periods of turmoil. However, an experience later in life dramatically shifted my perspective and allowed me to realign with my values. Today, I collaborate with individuals and organizations to uncover and eliminate hidden obstacles, transforming them into opportunities for growth and success. Much of our focus centers on understanding human behavior and fostering meaningful connections, ultimately enabling individuals and organizations to operate at their highest levels of performance and potential.
[4:10] What was your personal journey in working through that? What did you do differently than most people do?
From the outset, it's crucial to acknowledge a couple of phases in my journey. When I emerged from the hospital as a child, I often drew attention due to the teddy bear I held between my arms. People would inquire about what happened to me, expecting a mundane response. Instead, I would bluntly reveal that I was run over by a truck, causing 99% of them to pause and seek validation from my parents. This experience led me to believe that others wouldn't understand or believe my truth. Consequently, I embraced the idea that mindset and mental toughness were paramount. This mindset served me well for a while until I experienced a snowboarding injury at 20, leaving me isolated and resentful as others adhered to the narrative of my self-sufficiency. Realizing the need for vulnerability and authenticity, I embarked on a journey to foster genuine human connections. Despite achieving material success by age 27, I felt a profound sense of loss as I realized it had come at the expense of my true self. This pivotal moment led me to hire my first coach and transition into a profession where I could utilize my story to inspire others.
[12:50] How did you begin building your speaking business? What was your approach?
In the beginning, my main focus was on getting as many repetitions as possible with the initial framework, concept, and messaging. Whether it was through podcasts, conference submissions, or other platforms, I tested various languages and observed what resonated with people in real time. Feedback was crucial, and I remained open to adjusting the message to better connect with the audience. While I had prior experience speaking on stage, podcasts opened up new opportunities and allowed me to build relationships with hosts and event organizers. Through these interactions, I aimed to create deep value and impact without solely focusing on selling from the stage. My goal was to transform the audience's experience and leave a lasting impression. As I gained clarity on my message and built assets like a speaker reel, I leveraged referrals and cold outreach to expand my opportunities.
[18:10] What was your process for figuring things out and getting started? Did you rely on asking a lot of questions? How did you pave the way to getting the information and traction you have now?
To be completely honest, a lot of my speaking approach stems from the strategies I used to create growth and impact in my previous business. I've been using video for prospecting and communication for 15 years because I understand that words alone don't convey the full message. With video, I can communicate tone, cadence, and nonverbal cues, which builds trust at a deeper level. This approach has roots in my experience negotiating complex deals with multiple decision-makers. Speaking, in comparison, feels easier because typically there are fewer decision-makers and quicker conversations. My goal is to insert humanity into my interactions and ensure that people can feel who I am beyond what they find online. Recently, I delivered a keynote for a $500 million surface contractor after a serendipitous website submission led to a direct phone call. By engaging in personal conversations and sending follow-up videos, I was able to land the deal and secure a consulting contract. I believe that the more intentional and congruent I am in my interactions, the greater the impact I can make, leaving a lasting impression wherever I go.
[25:25] When did you realize that simply sharing your story wasn't enough and that there needed to be substance behind it? How did you develop that understanding and begin implementing it into your speaking engagements?
I've been speaking for philanthropic reasons for over 20 years, mainly sharing my personal story for motivation. However, as I transitioned into professional speaking, I realized the importance of creating depth and impact beyond just telling my story. While my story can be compelling, I've learned to quickly normalize it and integrate relatable elements that others can connect with. Instead of solely relying on my own experiences, I studied and incorporated stories of well-known figures into my talks, but I found that forced and disconnected. Therefore, I focused on understanding the emotional and mental states I was in during pivotal moments and how I navigated through them. By sharing pragmatic applications and methodologies, I aim to leave a lasting impact and create inflection points in people's lives rather than just being a fleeting memory.
[32:20] What strategies are you employing to access higher budgets and build your brand?
Currently, my main focus is aligning with what you just mentioned. Historically, most of my opportunities stemmed from direct efforts and referrals. I'm now working on refining my outreach strategy. Despite speaking for large organizations, there are still untapped pathways in the speaking business that I aim to access. While I've been fortunate with referrals and good speaking fees, there's a gap between where I am and the top tier. My motivation for speaking has evolved from seeking higher fees to tying it to a deeper purpose aligned with our broader mission. Each speaking opportunity is a chance to amplify our impact and inspire others. I'm now aiming to identify the right audience and establish consistent outreach systems. Consistency over time is key, and while outbound efforts remain important, having reliable systems in place will make them complementary rather than essential.
Key Quotes
[8:10-8:18] Trashing your past is not your fault, It just becomes your responsibility once you become aware of it or you start burying others in yours.
[12:55-13:00] Having a great message is one thing but getting it on the stage is another
How to connect with Brian Bogert
Instagram: https://www.instagram.com/bogertbrian LinkedIn: https://www.linkedin.com/brianbogert Website: https://www.brianbogert.com
In today’s episode, our guest is Sam Primm. Sam's unconventional approach to challenges, rooted in faith and openness, has led to remarkable success in real estate and education, as well as amassing a significant social media following. Despite his achievements, Sam remains humble and genuine, proving that success doesn't always require flashy displays.
[2:08] Why should I listen to you?
I suggest you listen to me because I offer a unique perspective. Perception, the lens through which we view the world, is a genuine perspective. It involves removing oneself from a situation to see it from the world's viewpoint, which is often the most beneficial. Hence, I believe we could have many engaging conversations about perspective and perception during our next coffee meet-up, delving deeper into the topic.
[3:00] Where do you get to the point of really wanting to hear the truth?
It's truly been quite a journey, my friend. We have ample time to delve deeper into this. In the past, my approach was simply to roll up my sleeves and outwork others, which certainly propelled me to a certain level of success. However, I've come to realize that mindset plays a pivotal role. When I adopted the mindset of seeing the bigger picture, I experienced significant personal, professional, and financial growth. Interacting with individuals who are far ahead of me has shown me that their mindset, more than anything else, has been the catalyst for their success. It's about shifting your paradigm and understanding that reaching the next level requires a certain degree of detachment from oneself, whether it's driven by vanity or a genuine desire to help others.
[4:10] What was your mindset and experience prior to making this shift?
I was initially on the traditional path of working a job while attending college, following the idea of working until retirement, saving money, and living frugally. However, my perspective shifted when I started investing in real estate on the side with a friend and witnessed its potential. Recognizing this as my new path, we dedicated ourselves to real estate, eventually leaving our jobs in 2018 to fully commit. Entrepreneurship brought its challenges, including managing employees, payroll, and overhead costs. To overcome these hurdles and continue growing personally and professionally, I sought guidance from successful mentors and invested in mastermind groups.
[5:58] What enabled you to overcome that hesitation and take the leap into pursuing what you're doing, considering that many people often find themselves stuck in a similar situation?
I believe there's likely some ignorance in simply diving into things without fully grasping the potential consequences or overanalyzing. However, this tendency to take action without hesitation can be both advantageous and problematic. While it propelled us forward, it also means I struggle to find contentment and live in the present moment. This approach has its benefits and drawbacks—it propelled us to quit our jobs and achieve significant success in real estate, but we often neglect to appreciate the journey. It allows us to bypass obstacles that might otherwise hold us back, but it also means we miss out on the opportunity to savour the experience. So, I think the main issue is that I acted impulsively without much consideration.
[7:20] What specific action or decision separated you from simply having a mindset shift to actually living the dream of quitting your job?
I believe I began to recognize the significance of sharing my story and its impact. As I started posting on social media and witnessing others' stories, it bolstered my confidence. Seeing the tangible impact on myself, my business partner, and others encouraged me to believe that if they could do it, we could too—both online through social media and collectively as a team. It was primarily about building confidence, as I needed to witness firsthand the effects of sharing our journey.
[8:00] How did you navigate conversations with your partner, friends, or even spouse who might have had doubts or concerns about your decision to pursue your business endeavours?
Moving forward, I'll refer to my business partner as Lucas. It became evident to us early on that when the right combination comes together, the synergy can be exponential. Having known each other since middle school, and then progressing through high school and college together, Lucas and I share a deep history. Our bond has been forged through various experiences, including standing up for each other in numerous situations. We even ran a painting business during college, balancing work with our shared interests. Transitioning into the real world after college, we realized that real estate offered a promising path to success, even without substantial initial capital. This shared realization led us to embark on our journey in real estate together, a decision that has led to tremendous growth. Currently, our team consists of 47 members, with around 15 of them being longtime friends. Despite the common advice against mixing business with personal relationships, we've found success in intertwining the two aspects of our lives.
[9:50] How do you maintain long-term relationships with individuals who may bring about challenges or headaches without compromising your standards?
We've encountered our fair share of challenges along the way, but we've become adept at addressing them proactively by setting clear expectations and fostering open communication. Everyone on our team understands the value of their role, and we've occasionally had to reassign individuals to different positions. Fortunately, having multiple companies allows us to find the right fit for both the individual and the company culture. While we don't exclusively hire friends, knowing that they have our backs due to our longstanding relationships is invaluable. Trust and loyalty are paramount to us, as they are more important than simply hiring someone with a specific skill set. In our flipping company, for example, the COO, who happens to be Lucas's brother-in-law, oversees operations, and everyone respects his authority because we hold him accountable to certain metrics.
[11:40] Can you describe a moment when you felt weighed down by challenges and how you navigated through them?
Amid current worries and ongoing pivots, I'm reminded of one of our early challenges. About seven years ago, shortly after diving into real estate, Lucas and I encountered a setback when we purchased a trio of houses, only to realize that two of them were bad deals. Facing the prospect of bringing a substantial amount of money to the closing table to salvage the investment, I was ready to throw in the towel on real estate. However, Lucas remained level-headed and optimistic, assuring me that we would find a solution. This experience taught me the value of having a supportive partner to navigate challenges and persevere through setbacks in our entrepreneurship.
[18:15] Do you struggle with not only creating systems and SOPs but also with developing others to reach your level of skill and expertise?
Trust is paramount in any partnership, particularly when navigating challenges and accepting the inevitability of mistakes and inefficiencies as part of the growth process. I've come to understand that despite having meticulous standard operating procedures, human error is bound to occur. This realization has underscored the importance of surrounding myself with individuals who excel in areas where I may lack proficiency.
[19:32] What specific area of expertise do you possess where you feel confident in offering guidance and support to others who may encounter similar challenges?
One of my strongest areas of expertise lies in handling social media, which I've dedicated myself to for the past two and a half years. Beginning in 2020, I focused extensively on building my presence across platforms such as TikTok, YouTube, Instagram, and Facebook. Through consistent effort, investing around 30 hours per week, I've been able to amass a combined following of 2.7 million followers. Having experienced firsthand the intricacies of social media growth, I often find myself approached for advice on this topic. I've observed that many individuals struggle with authenticity, often due to outsourcing video production or lacking original ideas. However, I've found that this issue can be easily resolved by prioritizing authenticity. Social media has become a skill that I've honed, and leveraging its power effectively has been one of my most valuable abilities developed over the past year.
[23:55] What is something that many people overlook or underestimate that you found to be essential?
For social media specifically, I've accumulated a substantial number of videos with over a million views—likely well over 50 in total. Interestingly, almost every one of these videos has been recorded on my phone and edited directly within apps. Conversely, I've also invested significant time and resources into more elaborate videos, which have been meticulously crafted by my editing team, sometimes taking up to 13 hours to complete. However, despite their polished appearance, these videos have often failed to resonate with audiences in the same way as the simpler, more authentic content. Through numerous discussions with peers, I've come to realize that simplicity and authenticity are what truly resonate across all platforms. People gravitate towards content that feels genuine and straightforward, as they're primarily seeking entertainment or quick information while scrolling through social media. This insight was gleaned from my own experiences, where I initially found success with raw, unfiltered content recorded solely with my phone. Attempts to "fancy it up" often resulted in a loss of traction, reinforcing the importance of simplicity and authenticity in social media content.
[23:54] What was the main focus for you as you began to delve deeper and refine your approach?
Initially, my approach to posting on social media was quite spontaneous—I didn't have a concrete plan in place. I would describe it as a "post-analyze-post" method, where I would upload content and then meticulously analyze the analytics afterwards. I'd examine why certain videos performed better than others, scrutinizing factors such as the background, hook, length, or background music. This process of trial and error continued for about three years, during which I focused on posting as frequently as possible in pursuit of potentially viral content. However, after amassing a significant following, I've begun to transition towards a more strategic approach. Now, I create content tailored specifically to three distinct avatars that we've identified as our target audience. This shift allows us to create videos to attract and engage with these specific demographics. Overall, my initial strategy of creating viral-worthy content without a specific target audience proved successful to a certain extent, but now I'm focusing on creating content with a more intentional and targeted approach.
[39:18] What does your greatest direction look like for all these things coming together?
My original goal was one house a year for 10 years, which we surpassed. Then it was $25 million in real estate by 2025, achieved in 2020. Now, we've set bigger goals with deeper meanings: building a billion-dollar organization, owning a billion dollars in real estate, and bringing an NBA team to St. Louis. While NBA ownership is appealing, it represents more than just a status symbol—it signifies financial success, community impact, and job creation, all of which align with my vision for St. Louis's future.
[41:17] Do you want to revive the existing team or build an entirely new team from scratch?
My idea revolves around syndicating ownership of an NBA expansion team through social media. This entails offering small ownership shares to a broad audience, allowing individuals to invest in the team for a fraction of the cost. Unlike the Green Bay Packers' ownership model, this would be a legitimate investment, providing shareholders with returns and income akin to syndicating apartment complexes. By engaging fans across the country as stakeholders, we aim to raise significant capital and cultivate a loyal fan base that supports the team both financially and emotionally. It's a novel approach that could revolutionize sports ownership and fan engagement.
[48:08] What promise did God make to the world when he created you?
I believe I'm here to inspire millions of people to break free from their ordinary lives so they can achieve more. By increasing their income, they can give and donate more, ultimately gaining financial stability and control over their lives.
Key Quotes
[3:45-3:49] If you want to get to a certain level; you have to remove yourself to a certain degree if you want to get there efficiently.
[17:17-17:21] You have to have had a certain modicum of success to learn some lesson.
How to connect with Sam Primm
Instagram: https://www.instagram.com/samprimm
Facebook: https://m.facebook.com/fasterfreedomcommunity
LinkedIn: https://www.linkedin.com/samprimm
In this episode, our guest is Katie Horwitch. She is the author of "Want Yourself, Shift Yourself," engaging in a captivating conversation. In this episode, we delve into self-discovery, personal development, and addressing negative self-talk. How did you develop the desire to be yourself and cultivate a sense of competence to progress in life? Explore the journey of turning dreams into reality as Katie walks you through tactical ways to make it happen. Without further ado, let's dive into the episode with Katie Horwitch
[2:34] Why should I listen to you?
Being an introvert and a highly sensitive person, if I initiate a conversation with you, it's because I see the potential for meaningful interaction between us.
[3:25] What are the things that are deeply important to you?
That's a great question because, as someone with a contrasting personality – a gregarious introvert or what some might label an extroverted introvert – people often mistake me for an outgoing person. However, I tend to keep to myself not because I'm guarded but because I'm a professional observer, always absorbing data from people and the world. Meaningful conversations in this setting, not during a keynote or workshop, stem from something I've noticed in you and grown curious about. When it comes to making adult friendships, many find it daunting, assuming it involves constant small talk. I prefer to reverse-engineer the situation, considering the type of connection and feelings I want to cultivate. I'm genuinely invested in our conversation and our interaction, with a focus on the 'so what' – what happens afterward and beyond.
[7:00] What sparked your intense curiosity in professional settings like NFL teams, and have you ever been perceived as stuck up for being a listener rather than an immediate talker?
Both questions are intriguing, but the second one stands out. Regarding the first, people often talk about rediscovering their childhood free-spirited selves. However, I've been hypersensitive and a keen observer since birth, not just emotionally but to lights, noises, and people's moods. Thankfully, this trait wasn't discouraged overtly, though growing up in the '80s and '90s, societal expectations leaned toward being loud and confident, particularly for women.
While I absorbed the world around me, the societal push for confidence without appearing narcissistic created a dynamic where I became a social chameleon. I adapted to avoid being labeled as off-putting or arrogant, honing this skill through life's ups and downs. Regarding the second point about being perceived as unfriendly for not talking much, I rarely encountered that due to my heightened awareness. Growing up in a talkative family, meeting my introverted husband highlighted my tendency to fill silence.
[13:02] How did you get to the point of finding that space between your husband where you could learn to be quiet?
I found myself filling space in certain situations, driven by a desire for something specific. Your example of a group of seemingly self-centered individuals resonates – perhaps they seek acknowledgment or lack opportunities to express themselves elsewhere. As an internal processor in a world of external processors, I sometimes need to process aloud, and my husband, lovingly, called me out on this. I realized my tendency to fill space comes from a desire for connection, born out of being a recovered people pleaser.
[16:25] What was your journey to this point like?
As mentioned, I grew up with hypersensitivity and heightened observance. Navigating life, I faced a constant tug-of-war between my self-confidence, the subtleness within me, and societal expectations, especially for women. There was an unwritten rule against being too loud or taking pride in accomplishments, which wasn't conducive to embracing one's strengths. Reflecting on the mental health conversations prevalent today, it's clear that such discussions weren't part of the narrative during my upbringing as a child of the '80s and '90s. By the time I reached college, the struggle with control intensified. As a musical theater major at the University of California, Irvine, the facade I had maintained for connection and belonging crumbled. This led to a complex mix of eating and body-related disorders, an issue compounded by the limited discourse around mental health in 2006-2007. In those times, the conversation about these disorders was binary, lacking nuance. My personal struggle compelled me to turn my hyper-observant nature inward for self-reflection. Recognizing that something wasn't right, especially as someone in tune with my body like you as an athlete, was a pivotal moment.
[21:30] How did you navigate that?
I underwent a journey driven by the pursuit of perfection, particularly as a musical theater major relying heavily on my voice and body akin to an athlete. The impact was tangible, affecting my voice to the extent that I lacked the necessary muscle and breath strength for singing. Instead of being overly critical, I started providing constructive feedback by observing how I responded to conversations, feelings, and thoughts. This introspection revealed the prevalence of what I call "casual negativity" – the habitual use of negative language, both internally and externally. Recognizing this internalized language, I realized the need to delve into its origins. To shift my self-talk, I understood the importance of addressing the underlying beliefs rather than merely affirming positivity on the surface.
[24:15] How did that lead to this book?
The book, "Wanting Yourself: Shift Your Self-Talk and Unearth the Strength in Who You Were All Along," posits that self-talk is neither inherently positive nor negative; it's the interpretation and subsequent actions that carry weight. The central idea is that self-talk serves as information, and the book advocates starting with the "self" aspect rather than solely focusing on talk. Comparable to addressing the root cause of a persistent cough, the book provides a practical blueprint for understanding and transforming self-talk.
With a foundation in 16 years of research, writing, and speaking on the subject, it dives into the reasons behind our self-conversations and emphasizes the crucial shift needed. It endeavors to empower readers with practical tools, enabling them to navigate the process independently and recognize the urgency and significance of this transformation in our society.
[29:14] How does somebody shift their self-talk?
I appreciate your emphasis on proof points, a crucial aspect. The initial step, as discussed in the book, involves redefining and reevaluating our self-talk practices. Often, people tend to categorize self-talk as either positive or negative, but I see it simply as self-talk, where our feelings about what we say to ourselves shape our self-perception and subsequent actions. Some claim they don't grapple with negative self-talk, similar to stating they never get tired. Acknowledging the inevitability of discomfort and negative self-talk is vital. Just as knowing how to respond when tired is essential, understanding the underlying message in uncomfortable feelings can guide meaningful actions. The process entails unraveling layers and discerning genuine events from emotional responses. Redefining positivity is another crucial aspect, focusing on sustained positivity rooted in proactive behavior rather than reactive responses. For instance, if someone frequently acts as a social chameleon, the feeling of inadequacy may be tied to a genuine desire for connection. Acknowledging and embracing one's true self in smaller, everyday moments serves as proof that authenticity is liberating, especially before significant moments that may feel high-stakes.
[40:34] What happens to your identity when you've done this habit?
There's a prevalent notion about thoughts becoming things, and in a podcast conversation, I explored the idea that thoughts, feelings, and beliefs define who we are. These elements are significant and often developed over time, as therapy sessions can reveal. Building a sense of self is an ongoing process, not a quick fix. Your focus on long-term self-building raises the question of the "so what" after forming good habits. I believe our self-talk is the narrative we tell ourselves and others, shaping how we engage with the world. In a complex world with ongoing challenges, our reactions are rooted in the self we've cultivated. When individuals lack a solid sense of self, harmful behaviors like othering or joining harmful movements can arise as a way to combat discomfort. In essence, building these habits goes beyond a mere desire; it's a necessity to be the positive change we want to see in the world.
[50:28] What promise did God make to the world when he created you?
She will be exactly who she needs to be
Key Quotes
[24:37-24:50] Self-talk isn't inherently good or bad; it is what we do with that information that informs what we do next and next.
[37:50-37:55] Self-trust can be built in small and everyday moments
How to connect with Katie Horwitch
Instagram: https://www.instagram.com/katiehorwitch
Facebook: https://www.facebook.com/katiehorwitch
Website: https://www.katiehorwitch.com
In this episode, we have the remarkable Glen Lundy joining us. Glen's journey is fascinating, from a fulfilling career to an expansive life. He didn't settle; he leaned into that yearning for growth. In this episode, Glen unveils the inner workings of his mind, the pivotal shifts, and the lessons extracted from challenging moments. From seven-figure businesses to a loving family, Glen's story is a testament to intentional living and legacy-building. Join us as we delve into the behind-the-scenes of creating an extraordinary life. Let's dive deep into this insightful conversation.
[4:32] Why should I listen to you?
I've had conversations with many people in random places. My wife will tell you I've never met a stranger. And I love having those conversations. I would say you should listen to me because I'm likely to ask you questions that will inspire deeper, meaningful conversations that you might not normally have. I love asking people questions, learning about humans, and sparking real conversation. In today's day and age, sometimes that can be challenging, with everything being brief and short. So that would be the main reason you should talk with me. Then I've got a little wisdom. I've got a little experience. I'm a husband to one and a father to eight. I am a speaker. I've spoken on stages all around the world. I've written a few books, and I've built this, now my second multimillion-dollar company. So I've got a little experience and wisdom and might be able to provide a little value. But most importantly, I'll make sure you feel good about yourself by the time we're done.
[6:58] At what point did you discover your true drive? Did these goals align for you, or did your true drive emerge separately in your journey?
There's a book called "The Second Mountain" discussing how we're taught to chase conventional success but often hit a midlife awakening, realizing there's more to life. I spent 25 years setting myself up financially. In the last six years, I shifted to building a life-centric business. I value investing time over spending it. I'm passionate about the power of words. I had a realization during a conversation where someone spoke about investing in various aspects of life but casually spent time on non-productive activities. This led me to eliminate the concept of "spending time" and approach everything as an investment with an expected return. This mindset shift allowed me to invest in relationships, business, fitness, personal growth, and mental health, understanding that not all investments require equal effort.
[15:18] What were the subsequent steps in your decision to fully embrace what you're doing now?
Yes, for the next year, our focus was solely on chasing dollars. I would accept speaking engagements wherever the pay was good, and we even created and sold planners to generate some income. This was during a time when we were figuring things out. Throughout that year, I observed deficiencies in the auto industry, particularly for individuals at the owner or general manager level. While there's abundant training for sales and finance managers, there needs to be more mentorship for those in top positions. Recognizing this gap, I decided to lean into it. I noticed a unique opportunity to teach others how to run a dealership successfully, something not commonly done by those who've achieved such positions. Realizing this gap, I started conducting workshops and webinars. Eventually, I incorporated strategies for monthly recurring income, leading to the creation of the 800% Elite Automotive Club. Now, I assist dealership owners across the United States and Canada through a monthly membership program, helping them scale their businesses. It has been a journey of figuring things out and seizing opportunities.
[18:10] If someone hears your story and resonates with it, feeling stuck in a safe but uninspiring career, what advice would you offer to someone who might have an inkling that they can make a change, even if not necessarily starting their own business?
Take a close look in the mirror and at your current opportunity. Ask yourself, have you truly maximized it? Many people express a desire to quit their jobs and become entrepreneurs, but my advice is to assess if you've squeezed the most out of your current situation. Remember when you eagerly sought that job, dressed up for the interview, and felt it was the greatest thing ever? Now, after a year, five years, or a decade, have you become the best at it with no further room to grow? When you reach that point, doors will naturally open, and you'll see the path you should take. It's not a forced decision. Personally, I didn't plan to quit my job that day; I focused on being the best, and the opportunity to move forward presented itself.
[22:35] When someone hasn't fully committed to their current opportunity but is considering a change, how do you balance perseverance for growth with knowing when it's time for something new?
If you find yourself not loving your job and waiting for everyone else to be right, consider a different perspective. The issue isn't the job itself; I know janitors who genuinely love what they do. It's about winning at your role, building relationships, and feeling a sense of purpose and pride in your work. Financial gain might not be the driving factor for everyone. It's not a one-size-fits-all situation; it's about the person behind the position. If you currently hate your job, it's likely because you're not winning at it. Find a way to succeed, and then you can determine if this is the right fit for you or not.
[35:25] How did you discover the ability to build a relationship with discomfort?
I'm not sure if I can say I love it; I think it's more fear. I'm more scared of death than loving the process. I recently challenged my beliefs and decided to train for a marathon, something I once thought was crazy. As a sprinter, long-distance running seemed pointless, but I wanted to question my beliefs. I trained for 30 weeks, ran 20 miles, and was supposed to participate in the Boston Marathon, but I decided not to. It wasn't about the ribbon; it was about pushing my body's limits. I didn't love a single mile of the training route, but I gained the knowledge that I could do hard things. Similarly, my wife and I got back together after a divorce. To spend more time with her, I joined her in hobbies I hadn't tried before, like doing a half Ironman. I hated every minute of it, but it created a shared struggle and strengthened our relationship. The medal didn't matter; it was about the valuable experiences gained through the journey.
[41:46] Where do I send people who want to know more about Glen Lundy, what he's up to, and how they can kind of work with you?
Many of the experiences I have now are vastly different from 15 years ago. I went through a period of homelessness and spent a significant part of my 20s in and out of jail, a total of 17 times. I used to solely rely on myself and didn't believe in anything beyond that. The turning point came when I faced deep depression and suicidal thoughts. The very next day, I was introduced to self-development, studying successful individuals who often had powerful morning routines that encompassed mind, body, and spirit. Exploring various practices like cold showers and Tony Robbins-style approaches, I discovered five simple steps that, when applied each morning, completely transformed my life. I started teaching these steps to my 300 employees, and now I've shared the Morning 5, the five simple steps to an extraordinary life with hundreds of thousands, if not millions, of people globally. To connect with me, visit themorning5.com, where you can download my free ebook. It's available in an audible version and takes less than an hour to read. It not only explains the five steps but also delves into my story. It's a great way for us to get acquainted. Feel free to connect with me on Instagram or Facebook after checking out the ebook, as I always like to start with a gift.
[44:14] What promise did God make to the world when he created you?
God's promise when creating me was clear: everyone gets a seat at the table. Raised in a unique family, with my dad black, my mom white, and both remarried, our homes embraced diverse cultures. Growing up in such diversity made me a chameleon, navigating identity issues. Now, I see it as a gift—the ability to empathize with people from all walks of life. I can understand different perspectives, whether from inmates to the free, the homeless to the wealthy, or the depressed to the joy-filled. It's a beautiful opportunity we all have: bringing people to the table of understanding where everyone deserves a seat.
Key Quotes [11:07-11:15] Jesus wasn't a passive guy but an active guy who went out and faced whatever he had to face to deliver a message of hope and make an impact in people’s lives
[27:10-27:20] If you don't aspire to be a winner, you are robbing the world of the gift of you.
How to connect with Glenn Lundy
Instagram: https://www.instagram.com/glenn_lundy Facebook: https://www.facebook.com/OfficialGlennLundy Website: https://www.glennlundy.com
In today’s episode, our guest is Amina Al Tai.Our guest today has overcome life challenges, including a moment where she was told she might not make it. She made crucial adjustments, moving from avoidance to a deeper sense of purpose. Her success journey is now focused on teaching others to find genuine fulfillment in life, beyond just financial success.
[2:33] Why should I listen to you?
One thing I thoroughly enjoy is approaching conversations with curiosity. If I were to engage with you, I'd likely pose numerous questions – after all, who doesn't appreciate being asked? Initiating a dialogue in this way feels disarming, fostering a connection by delving deeper into understanding and connecting with someone.
[3:00] Where did you get that curiosity from though?
The story is quite intriguing, and I'm sure many people can relate to it. I am of mixed heritage, being half Iraqi and half Welsh, born in London, and raised in New Jersey. In my family, my older sister faced significant health challenges, dealing with type one diabetes. Consequently, I had to become exceptionally self-sufficient and take care of my younger sisters. As a sort of coping mechanism, I found solace in eating my emotions. This led to me living my childhood in a larger body, and I frequently received comments about being too heavy, clinically obese, and the need to lose weight. In response, I developed an overcompensation strategy. I decided to cultivate a sparkling personality, aiming to be the most charming person in the room. I buried myself in academics, determined to excel in school so that people would notice me and acknowledge my worth. This coping mechanism, born out of my circumstances and body image, became a performance that I carried into my professional life. This approach served me well for a while until it didn't. I took my strong work ethic into the workplace, pushing myself to the point of burnout and developing two autoimmune diseases. Working 70-80 hour weeks became the norm, until one day, my doctor called and urged me not to go to work but to head to the emergency room. I was just days away from multiple organ failure. This incident was a wake-up call, highlighting how my childhood programming had set me up for dysfunction in my later years.
[5:30] What did you learn from that experience?
I appreciate the concept of the "stop moment" or the shift in perspective, that moment when the universe intervenes, signaling a need for change. Initially, I resisted my doctor's advice and went to work that day, dismissing the severity of the situation. It's quite surreal to reflect on that time and see it as a window into my programming and how I was navigating life. Sure thing! I really love what I call the "stop moment" or that shift when the universe says, "Hey, what you're doing needs to change." So, on that day, my doctor told me not to go to work, but I shrugged it off, thinking it couldn't be that serious. I went to work anyway. Looking back, it's wild because it offers a glimpse into how I was wired at that time. Eventually, I acknowledged that my doctor was probably right, and I needed to see someone. I found myself at a crossroads: continue down my current path, which might not lead to a longer life, or choose a different way. I chose the latter and assembled a medical team. Alongside that, I sought coaching, realizing that everything I thought I knew about life wasn't working for me. Coaching was a game-changer and, honestly, a lifesaver. That's why I became a coach – it revealed the stories I held about myself, work, success, life, and worthiness that needed a deep rewrite.
[7:00] Before we delve deeper, what exactly do you do?
In simple terms, I'm a business and career coach, but I like to think of myself as a holistic leadership and mindset coach. My approach is holistic because my own pivotal moments taught me the importance of a multidisciplinary approach to our work and lives. My coaching covers mindset, well-being, and even touches on social justice because I find it crucial. I adopted this multidisciplinary approach because relying on a single lane or lens didn't work for me. I realized the significance of taking care of my well-being to show up fully, understanding that nourishment serves as a conduit to clarity. Working on my mindset was essential to approaching work differently. I also recognized the need for specific tools and tactics in how I showed up in my business or career, determining whether I thrived or not.
[8:25] What are the things that you have experienced, and as a result, developed a deep appreciation for?
What you've asked is truly profound, and it perfectly resonates with some of the most difficult moments in my life. To be clear, I don't necessarily want to relive those moments daily, but I wouldn't trade them because they've been valuable teachers. The pause in time, as challenging as it was, altered the course of my life, leading to the career I have today. Losing my grandfather in 2018, my father figure, was incredibly painful, the most significant loss I've faced. Yet, I wouldn't undo it, as the depth of that grief allows me to empathize and guide others through similar experiences. Despite not wanting to embrace these moments daily, I cherish the lessons they've imparted.
[13:55] What are some of the ups and downs you've had to face?
My career initially started in marketing and brand management, which I pursued until a pivotal moment prompted me to return to school. There, I delved into coaching, nutrition, mindfulness, and movement, seeking personal well-being. With newfound knowledge, I envisioned creating a corporate wellness company to share these insights and prevent others from hitting rock bottom. Despite apparent success, delivering a talk at a top consulting firm left me in tears, questioning the authenticity of my path. It became clear that I had compartmentalized my identity into "business Amina" and "wellness Amina." This prompted a shift, realizing the need to integrate all aspects of myself. The experience taught me the importance of embracing evolution, as fixating on a singular dream can set us up for failure. We are always becoming, continuously refining our journey.
[16:22] How can someone recognize they've reached that point?
I believe there are a few recurring themes. Frustration is one—I've experienced deep frustration. Bitterness is another theme. Resentment is present when the morning struggle to pursue our desires arises. That, to me, is a significant indicator. As you mentioned, having the ability to decide, "I'm going to start this business," is a form of privilege. However, we can make subtle shifts to experience more ease. I often encourage people to engage with their genius. Everyone has different zones of genius. In corporate roles, we often operate outside of our genius, leading to frustration. If making a drastic change isn't feasible, ask yourself, "How can I spend an extra 10 minutes today in my zone of genius? What about 20 more minutes?" Over time, this shift can transform frustration into a sense of flow. So, even if we're dealing with the signature themes of frustration, bitterness, resentment, and anger, there are ways to make gradual improvements
[17:40] How did you navigate these experiences?
A common challenge I observe in my clients when it comes to embracing personal growth is the fear of losing loved ones. It's a deeply human emotion, rooted in our instinct as social beings. The notion that growth might lead to losing people is daunting, making some opt to stay where they are. However, addressing your initial question, I believe it's a balance. I've invested a significant amount of time in individual work because, often, we rely on others to guide us, asking coaches or healers for advice. Yet, our inner wisdom is profound, and those external figures serve as mirrors. It's about finding the right people who ask the right questions and reflect back to us. It's also crucial to spend enough time with ourselves to discern our voice from others'.
[20:05] How do you introduce these ideas that may seem somewhat abstract to them but, at a deeper level, address the core issues you perceive they're facing?
A wise individual once shared with me the importance of selling what people want while delivering what they truly need. In my discussions with others, I acknowledge their desires for promotions, raises, business ventures, and financial success. However, it's crucial to recognize that these aspirations are intricately linked to our mindset and spiritual growth. They are not mutually exclusive but interconnected. To chart our 2024 roadmap authentically, we must honestly assess our internal landscape and stay true to ourselves. By doing the internal work, we not only create plans for external success but also ensure personal growth.
[21:47] How do you guide people through their sticking points, and what's it like for you when you witness them embracing something unfamiliar and achieving a win?
Honestly, the best feeling in the world. So, one of the newest bodies of work that I brought into my coaching practice is nervous system work. It's exactly what you said that we can't grow beyond our own capacity. If our nervous system doesn't believe or feels unsafe about our next level, we're not going to get ourselves, or we're going to subconsciously sabotage. So, I work with a practitioner that does something called body mapping. And so, it's a practice of somatic practice. I had people in my group program that were like, oh, no, I never heard of this. This is a little weird. We did a group session together. Then somebody messaged me afterward like, hey, I'm feeling stuck on taking action. I was like, do the body mapping. She messages me after she's like, I reached out to everybody that I was supposed to. I have two new clients. This whole thing shifted. I tried to do an hour meditation beforehand. It didn't work. But the body mapping shifted me in 15 minutes, and it's like, when tools work for people. I think it's so exciting, and my favorite thing to do is not tell them but show them because once you show them and involve them, then they understand they've seen the shift for themselves.
[24:10] Who would be the ideal person for you to encounter, someone you'd think, "This is the perfect fit for me to work with"?
Typically, those who seek my guidance are individuals who've successfully climbed the career ladder, reaching what they thought they "should" achieve, similar to my own journey and possibly yours. However, upon reaching the summit, they realize it lacks the freedom and joy they anticipated. Instead, they feel trapped in a performance, leading to burnout, frustration, anger, resentment, and other familiar themes we discussed earlier. This deep dissatisfaction becomes a turning point when they approach me, driven by profound discomfort. It's at this juncture that they commit to playing full-out, refusing to remain in their current state. This discomfort becomes the catalyst for a transformative shift, prompting them to embrace new beliefs and behaviors, ultimately shaping a different reality.
[25:22] Are there ways to hasten the process of reaching a point where you wake up to a life and think, "You know what, this is it"?
Certainly, one of the best practices for this is novelty. When talking about staying in your comfort zone, no matter how dysfunctional it has become, my comfort zone was a job that was killing me and was wildly dysfunctional, but I knew it, so it was comfortable, even though the other side was way nicer. So when we introduce novelty in our lives, let's say I decide to take up a new sport or I take up pottery, I'm getting new information and sensory input in my body. And when I get new sensory input in my body, my mindset shifts, my nervous system shifts, so I can actually see more clearly, think more creatively, and find my way out and through. So if you feel like you're close to your shift moment but you just can't get there, I would say introduce novelty. Take up a new sport, a new activity, a new way of moving, flowing, meeting new groups of people because that novelty will create the space for you to think more creatively, more clearly, and take action towards what you really want to learn.
[28:20] What areas are you currently exploring or expanding within yourself to effectively lead and guide the people you work with?
In my work, the essence is truly helping people understand themselves, leading to better decisions in their careers and the creation of fulfilling businesses and jobs. For me, it's about a profound inner knowing. When considering future-proofing our careers, especially in the age of AI, I emphasize the development of our human qualities – what used to be termed soft skills but are now rightfully called power skills. I appreciate this rebranding because these skills hold immense power. The more empathy we cultivate and the greater psychological safety we provide, the better our world becomes. I firmly believe these aspects will remain crucial, whether or not AI is present. I constantly delve deeper into exploring how we can bring more of our humanity to the forefront. I feel that we've only just begun to tap into the potential of creating environments where people feel fully safe to express their authenticity, and there's considerable room for growth and exploration in this aspect.
[29:45] How do individuals reach that point, and what's your approach to guiding them towards that destination?
Engaging in this practice is crucial as I used to overly care about others' opinions, rooted in a people-pleasing nervous system state. Recognizing these behaviors and taking small actions to shift over time is key; awareness is 80% of it. With age, entering my fourth decade, I find myself caring less, a liberating shift that's a continuous practice. Returning to your question, identity plays a significant role. Those with non-dominant identities may find this practice challenging as the world can feel less psychologically safe. Fostering internal safety allows us to be ourselves outwardly, caring less about external opinions.
[37:20] What promise did God make to the world when he created you?
It's a captivating story. During a guided meditation, I connected with God before entering this lifetime. In our conversation, there was a sort of squabble about returning, but I was reminded of my commitment to help others in this lifetime, especially those who are underrepresented. My purpose is to assist people in discovering purpose, peace, and prosperity, with a specific focus on historically excluded individuals. I believe I'm equipped to provide the love, energy, and compassion needed as a catalyst for their growth.
Key Quotes
[19:23-19:27] What's on the side is always better than where we are.
[26:45-26:48] Motion changes emotion
How to connect with Amina Al Tai
Instagram: https://www.instagram.com/aminaaltai
Facebook: https://m.facebook.com/aminaaltai
LinkedIn: https://www.linkedin.com/aminaaltai
In today’s episode, we have the opportunity to feature Jake and Gino. These guys have notched up some impressive wins in the multifamily arena. What sets them apart is not just their real estate victories but the human touch behind their success—their mindset, approach, and the strategic steps they took to climb the ladder. Whether you're eyeing multifamily ventures or dreaming of building a lasting legacy, this episode is a must-listen. Get ready to peek into the minds of these winners, challenge your thinking, and perhaps feel a bit uncomfortable. So, armor up, open your mind, and let's dive into this episode.
[2:05] Jake, Why should I listen to you?First and foremost, I never initiate conversations with strangers at a coffee shop. These days, I tend to keep to myself and spend time in the woods. Despite this, I believe you should consider my perspective due to my extensive experience. Jim and I have had a successful journey in both the general business and multifamily sectors. While many individuals in our field offer coaching services, what sets us apart is our team of over 80 dedicated members. We've cultivated a portfolio of $70 million in multifamily assets, actively managing them, and one of the things I am particularly proud of is our real-life experience and consistent success, achieving a remarkable 20% year-over-year increase in top-line revenues for an extended period.
[4:15] Gino, Why should I listen to you?To me, building a connection starts with genuine curiosity. I'd want to learn about Anthony Trucks first, his story, and what makes him tick. I believe this approach applies to any relationship or business interaction. People are interested when they feel heard and valued. As for my partnership with Jake, it all boils down to value-based decision-making. When we connected in 2009, we didn't realize it, but our values aligned perfectly. From family to integrity and hard work, our core values were in sync. That alignment has been the key to our successful partnership for over 15 years. It's about not letting each other down and doing things for your partner that you wouldn't do for yourself.
[8:18] You've mentioned that partnerships often don't work. Can you share instances where you've seen partnerships fail and identify common pitfalls or mistakes people make in such situations?One thing I want to emphasize is that whenever I undertake something, I always have my kids in mind. Every endeavor I pursue and every dollar I earn is for the benefit of him and his family. I come from a hardworking background, having started working at the age of eight. This is not an exaggeration; I've genuinely held a job since then, and I've been running my own business for over 20 years. I've faced numerous challenges and persevered through various hardships. I won't tolerate someone younger than me suggesting I need to step up my game. If that's the case, they should work for someone else because they're not suited to be a partner. It's a harsh reality, but that's the truth. Entrepreneurship can be tough, and at times, it can feel isolating. I can't have someone telling me to step up when I've been working hard my entire life. I believe in being a man and facing challenges head-on. I've never had to ask Jake to fulfill his responsibilities, even when he had COVID during one of our events. He showed up, took the stage, and didn't make excuses. That's the mindset and commitment I expect from a partner.
[15:14] What led you both to venture into multifamily, especially coming from backgrounds in sales and the pizza business?My mom, as an immigrant, owned a couple of buildings, and I saw the power of real estate. I wanted something passive. I wanted to make a little bit of extra income, and I just wanted to start with a couple of small buildings with Jake. I didn't want to buy single-family homes because I think that multifamily is scalable. If we buy a 10-unit, you can buy a 30-unit, then a 50-unit. So that, for me, is why multifamily. I didn't know the tax benefits. I didn't know the principal paydown. I didn't know about the forced appreciation. I know all these other benefits of multifamily. I just saw the cash flow. I wanted to get paid every single month for owning a business. I didn't know at the time that if you look at real estate, you should buy it not only as an actual asset investment but also as a mini-business.
[17:00] Were there any hesitations when transitioning to multifamily from your previous pursuits, and what is the typical mental barrier that people often encounter in this shift?Jake: Jacob is the key factor - it's all about mindset. Many believe real estate is only for property owners, but, like solving the credit issue for your first car, it's attainable. Back in the day, listening to audiobooks like "Rich Dad, Poor Dad" and "Man in Babylon," I started shaping my mindset. The final push came with the Sunshine Act and healthcare reform. My pharmaceutical career, initially a good fit, turned into a mismatched quasi-government job. Feeling out of place, I sought a new path. Influenced by Geno, Dr. Nashi, and various audiobooks, I lacked formal real estate training until Gino became my mentor. Together, with boots on the ground, we made it happen.
Gino: Before meeting Jake, my investments were scattered across various areas. However, once I established a framework and committed to multifamily, things took off. It took 18 months to secure the first deal, but afterward, momentum built rapidly. The key is to start small, focusing on one deal at a time. Don't let the initial challenges deter you; multifamily is just another investment, and the learning curve pays off. Believe in your ability to navigate the commercial space, regardless of your background. Constant practice, learning, and surrounding yourself with multifamily-focused individuals are essential. Don't be afraid to start anew; the transition will be worth it in the end.[24:23] Did you approach the decision to enter multifamily with a step-by-step mindset, or was it an immediate commitment?
I recently read "Mindset" by Carol Dweck, a book I believe everyone should read. It explores the fixed and growth mindsets that can exist in different aspects of life. This distinction is crucial, especially for parents, as the way we encourage our kids can impact their mindset. A growth mindset, as exemplified by Jordan, involves constant learning and perseverance, while a fixed mindset, like McEnroe's, tends to blame external factors. In the context of money, understanding the psychology of money is vital. Examine your relationship with money—do you have a fixed, abundance, or scarcity mindset? The key is recognizing that real estate or multifamily opportunities aren't holding you back; it's your perspective. For me, discovering my growth mindset in certain areas and fixed mindset in others led me to be mindful of how I communicate with my kids to avoid instilling fixed mindsets in certain aspects of their lives.
[26:45] Did you encounter opposition or skepticism from individuals who were against your move into multifamily?
Jake: Yeah, it just happened recently with him going public about his mom, mentioning he had 300 to 200 units before sharing it with her, and now they're in business together. In contrast, I kept my real estate ventures quiet initially. While working at a pharmaceutical company, I started investing but didn't share much with family or friends. Only my wife knew about my deals. It wasn't until we reached 800 units that we went public, wrote a book, and started a podcast. Initially, I was like a "closet case" with it, perhaps due to fear of rejection or not thinking it was cool enough. However, we eventually reached a point where we felt comfortable sharing on a larger scale.
Gino: Progressing in life requires a shift in identity. Despite being known as the "pizza guy" with a restaurant for 20 years, I had to work intensely to adopt a multifamily investor mindset. This involved consistent actions like calling brokers, participating in podcasts, doing property tours, and engaging with investors. I immersed myself in the role, shedding the old identity. Weekly podcasts and conversations with notable figures like Robert Kiyosaki boosted my confidence. Having Jake as an accountability partner was crucial. While working in the kitchen, it's challenging to see myself as an investor, but regular calls with Jake reinforced my commitment. At some point, you have to declare, "I'm all in," and that shift in identity was transformative for me.
[30:00] What unexpected positives have you both encountered in your multifamily journey? Are there aspects that pleasantly surprised you, perhaps hidden behind the initial fears, such as newfound freedom or control?The realization of my deep desire for autonomy pushed me out of the corporate job faster. Creativity stifled in the corporate box surfaced, leading to the creation of fun and amazing projects with no limits on working hours. The thought of retirement is daunting; I want to stay engaged and active in business, as it fulfills my competitive spirit and provides opportunities. Autonomy was a significant factor in my journey. Gino's understanding of the business, coupled with the scalability of the model, allowed us to stack successes and create a snowball effect of cash flow. Learning about cost segregation studies, tax benefits, and financial strategies like refinance and roll came through hands-on experience. A big shout-out to Gino for helping me transition into the entrepreneurial space, where the chains came off and we sprinted together. My passion for this journey is evident, and the excitement continues.
[33:05] What's a surprising and unique positive outcome from your multifamily journey that you didn't initially foresee?In the early to mid-2000s, I was immersed in the teachings of mentors like T. Harv Eker, Zig Ziglar, Jim Rohn, and Robert Kiyosaki. Fast forward to today, and I'm not just learning from them; they're in my inner circle, featured on my podcast. It's mind-blowing to share ideas with them. Finding something I loved and transitioning from a challenging restaurant business to an enjoyable venture was pivotal. I wanted my children to see work as both fulfilling and enjoyable, moving from a scarcity mindset to an abundance mindset. Now, I understand that money is a result, an opportunity, not the sole reason for business. Creating impact and exploring various opportunities are equally significant. My mindset has evolved significantly over the last decade.
[36:38] What legacy do you aim to leave through your education company? Is it about brand recognition or the impact on individuals?Family and relationships are paramount for me. Working with my wife on our podcast, "The Julian Gino Show," has been incredibly fulfilling. I challenge the misconception that working with a spouse is difficult. I'm passionate about helping people understand that money is a tool, teaching them its value, and instilling these lessons in their children. Family is the most crucial aspect of life, and the breakdown of family dynamics over the generations has visible consequences. I've been married for 25 years, and while it comes with challenges, the commitment is for the long term. Raising children is one of the most gratifying experiences, contributing to the legacy we leave through them. I encourage fathers to reclaim their role as role models and providers for their families.
[45:00] How do you assist others in entering the same world you currently navigate?Our approach is grounded in the "By right, manage right, finance right" process. This framework, applicable to various ventures, ensures a methodical approach. Whether buying a single-family home or a business, understanding how to acquire it is crucial. The management aspect involves constant motion, backed by extensive resources like in-person boot camps, coaching, weekly lessons, and monthly mastermind calls. The emphasis is on accountability, providing coaching, and a supportive community where individuals can share experiences, seek advice, and find encouragement in their real estate journey.
[48:03] What promise did God or the creator make to the world when they created you?For me, it's about being a role model for my kids and taking care of my wife. Ensuring the well-being of the family is my priority. I resonate with Jake's sentiment of putting effort into what I do, emphasizing continuous improvement, and leaning into every opportunity.
Key Quotes
[19:20-19:23] Knowledge isn’t power unless you implement it
[22:40-22:44] If you have a dream that can be done by just you, you don’t need more people; that dream is big enough.
How to connect with Jake and Gino
Instagram: https://www.instagram.com/jakeandgino
Facebook: https://www.facebook.com/jakeandgino
Website: https://jakeandgino.com
In today's episode, we have Tessa Arnold sharing her compelling story. Tessa's life journey has been marked by significant losses at a young age and later in life. Despite facing these challenges, she has excelled in both the corporate banking world and in taking charge of an entrepreneurial venture. Her unique experiences, coupled with the grace she brings to them, stand out. Tessa's focus on the Six Pillars of life forms a foundation for achieving remarkable success in any life situation. So, without further ado, let's delve into the episode.
[1:55] Why should I listen to you?
That's a compelling question. Right off the bat, I tend to approach people with openness. I genuinely love meeting people and hearing about their new experiences. My comfort in being vulnerable comes from recognizing our shared humanity and interconnected journeys. So, I essentially spontaneously lower my guard. If more of us embraced this approach, the experience could become more beautiful and profound. The immediate outcome would likely be a genuine smile, engagement, and a sincere intention to connect. Imagine putting down your phone, turning to someone, and asking, "How are you doing today? What's going on?" Through this practice of giving complete attention, embracing vulnerability, and expressing a genuine interest in getting to know each other, meaningful conversations can be sparked.
[4:38] Where did that sense originate from? Was it a constant part of your childhood, perhaps influenced by your siblings at some point?
I believe my inclination to connect with people comes from my parents. My father, a broker associate with a real estate firm, had a genuine interest in people that went beyond the professional setting. He had a beautiful way of disarming individuals through humor, smiling, and openness. I learned a lot from observing him and how people naturally gravitated towards him. He could enter a room without knowing anyone and leave with everyone considering him their best friend. Growing up in the countryside and a beach town, where activities were limited, sparked my curiosity about the world around me. This curiosity has carried into my current ventures in consumer engagement, entrepreneurship, and lifestyle coaching. Particularly in today's post-pandemic world, where demands on our attention are constant, human connection holds the potential to heal. I strongly feel that with the platforms we have, there is a responsibility in the information we share. Now, more than ever, human connection is crucial, and it has become a focal point in my life.
[10:54] Can you briefly share your story and the reason behind your shift in focus?
Growing up in a small beach town, I faced early challenges with loss—my father at 12 and my brother at 17. Despite these profound moments, I recognized the fragility of life and the need to take charge of my destiny. As the eldest with two younger siblings, I navigated the responsibilities that came with the tragedies, understanding the impact on our lives. I embarked on my own journey, made mistakes, and found my way into commercial banking, where I excelled for 12 years, building a family along the way. Despite external success, I felt an unsettling emptiness and a disconnect from my true self. It took a toll on me, and eventually, my life began to unravel from the inside out. The discomfort grew, and I started questioning my existence and purpose. While supporting my husband in his new business venture, our relationship faced challenges, and we eventually lost him. Left with two young children, I found myself at a crossroads, still working in banking but now part of a business that became a beacon in the storm. Terrified but determined, I made a pivotal decision to leave commercial banking and take the reins of our shared dream. The transition was daunting, and I faced many nights questioning my ability to succeed. However, driven by the need for change, I embraced the challenge. The process was not easy, but I simultaneously managed both roles for a year, navigating the difficulties without proper self-care tools.
[15:40] How did your past losses—losing your father and brother influence your emotional approach to handling the business during challenging times?
The moment I had to tell my children about their father's passing mirrored the loss of my own father when I was 12. Life's journey unfolds without a predetermined reason; things just are. Reflecting on past traumatic events, I had already done considerable work on myself, viewing those experiences through a lens that brought comfort, shaped by faith and personal growth. Guiding my children through grief, I saw an opportunity to provide them and my younger self with the support I lacked at 12. I recognized the chance to heal all three of us, incorporating significant elements like grief counseling and navigating through loss. Though it may seem, in retrospect, that the healing happened overnight, the reality was filled with moments of darkness and feeling lost. Letting go of control was challenging, akin to holding sand or water in your hands—the tighter you grasp, the more slips away. In my journey, I aimed to learn from the experience and guide my children to the best of my ability, acknowledging that being a mother is my most significant role in this world.
[20:15] With notable shifts in your life, leading to personal growth, you've now ventured into a new business and engaging in these conversations. Can you share more about this phase of your journey?
Here I am running Snapback Energy, a supplement business that I decided to make my own in memory of my late husband. We successfully launched the business, and I feel he would be extremely proud of what we've achieved so far. The core message of Snapback Energy is a call to action for mindful health, emphasizing the importance of being conscious about what we consume and finding balance in life. My kids serve as my North Stars, guiding me through moments of darkness and motivating me to wake up each day with a purpose—for them and for myself. With them in mind, I took on the challenge of launching the business and delving into entrepreneurship. It was a terrifying leap, leaving the security of my job at the bank, which happened this past January. I had initially resigned in August of the year before, but the team at the bank countered my offer, and I stayed until January. In the past 11 months, we expanded our product line by introducing another flavor—orange. Simultaneously, I embarked on a solo retreat abroad, delving into mindset training and discovering a new passion for flowers. This journey has been a significant pivot, pushing me toward a soloist expression and a deeper exploration of entrepreneurship.
[22:35] Facing life without fatherly advice, aiming to shield your kids from a similar experience, you've prioritized continuous growth. Is this journey becoming easier or more challenging for you?
There's a profound truth in ancient Vedic texts and various forms of knowledge – the wisdom within us is our true guide. When you turn inward, you find that your innate wisdom is already present; it's not something external to seek. While knowledge is acquired through seeking, wisdom is an integral part of us, always accessible. In stories of prophets, sages, or teachers, a common theme is the idea that when you're ready, the teacher will find you. However, the realization dawns that wisdom is an inherent aspect of ourselves. The journey involves continuous growth and expansion. Embracing self-honor and sharing one's unique gifts with the world is crucial. Each individual brings a distinctive perspective, thoughts, and feelings, creating a unique expression. Recognizing the power of intention, attention, action, and thoughts in self-care, you become magnetic, emitting an electromagnetic field up to six feet ahead. The relationships formed along this journey, be it with a partner or friends, may seem spontaneous but carry profound meaning. These connections and conversations, occurring organically, contribute to personal growth and expansion, creating a beautiful gift that continues to shape and enrich life.
[25:50] Concerning your second business, which I'm aware of but haven't discussed, could you briefly share what it entails?
I am an RA Vedic Health and Lifestyle Coach. Ra Veda, a 5000-year-old Vedic system predating modern medicine, is the science of life. Simply put, it embodies the wisdom within ourselves that often gets lost in the busyness of the world. EM even in 2023, with constant distractions and burdens, we forget that we are inherently equipped to lead a balanced and peaceful life. To address this, I've launched Balanced View Coach at balancedview.com. Through one-on-one coaching or breakthrough sessions, I guide individuals through the six pillars of health, providing resources and showing them how to achieve balance simply and swiftly in their daily lives.
[42:20] Anything to share about this beautiful saying of leaving people better than you found them?
Here's an intuitive thing to do: show that you have boundaries, and teach people the beauty of the word "no." No is a complete sentence. Teach yourself to recognize what doesn't serve you and use that powerful word. Whether it's a job, a relationship, or any situation, remember that you have this one shot at life in your current form. There's no need for stuckness; have the conversations, do the things, and focus on your growth. Another crucial aspect we discuss is emotional well-being, a pillar of health in our Vedic practice. Going within is key. Sometimes people avoid self-reflection, seeking distractions outside themselves, as looking within can be challenging. But embracing brokenness is essential. It's a beautiful aspect of life, allowing the light and love to shine through the cracks.
[49:22] What promise did God make to the world when he created you?
That I would not leave this world with any of my gifts left unused.
Key Quotes
[18:55-19:05] Don’t tell your children how to be; show them instead. Be an embodiment
[36:55-37:00] One of the biggest mistakes people make is being stuck in a situation
How to connect with Tessa A Arnold
Instagram: https://www.instagram.com/tess_elizabeth1
Website: https://balanceofyou.com
In today’s episode, our guest is Dena Patton. This episode explores ascension in her work with high-level individuals, uncovering battles CEOs and executives face behind the scenes. It also focuses on three crucial areas essential for creating something remarkable. Deena shares insights on maintaining these foundations to avoid unexpected challenges. The conversation also touches on her personal journey, from leaving her location to building and selling businesses in New York. Without further ado, let's dive into the episode for these insightful perspectives.
[1:55] Why should I listen to you?You should consider listening to me because I consistently share fantastic stories. Having lived through various experiences, I always have engaging and enjoyable tales to tell. Additionally, I am genuinely interested in people's origin stories, delving into what drives them, their passions, and the dreams they are actively pursuing. Engaging in conversations about one's identity, purpose, and aspirations is what I find truly enjoyable, making it a worthwhile experience for you.
[3:18] So if you don't mind, could you go back to the steps that kind of led you here?The journey that brought me here is quite intricate. I've always pursued my dreams, followed my intuition, and stayed within my strengths. Course correction is something I embrace, unafraid of the possibility of failure. At 21, I, originally from Phoenix, Arizona, embarked on a significant dream—to move to New York City. Selling my belongings for $2,000, I ventured to the city with a passion, eventually starting my first business, a PR and marketing agency specializing in the entertainment realm. Despite a background in professional dance and acting, I transitioned to the other side of the camera, finding fulfillment in producing, directing, and casting. The allure of storytelling led me to choose between becoming a writer or pursuing PR and marketing. I chose the latter, enjoying the art of sharing people's stories through traditional media channels like newspapers and magazines. However, my entrepreneurial journey faced a turning point. I neglected self-care, relationships, and well-being. At 27, I experienced a minor stroke, prompting a profound reassessment of my life, gifts, and priorities. The realization dawned that self-care is crucial for business owners. I had to acknowledge the importance of saying no to the wrong clients and prioritize my well-being, emphasizing the need for a balanced approach to mind, body, and spirit.
[5:53] Are there any moments in time prior to this trip that gave you red flags, or was it just that one that woke you up?Reflecting on the past, there were numerous red flags, especially considering this was 22 years ago, a time marked by hustle and business building in the early days of the internet. Despite challenges, I sold my business to a.com, gaining valuable experience in scaling websites and memberships during a year-long consultancy. This laid the foundation for my subsequent venture into business coaching and training. Navigating through hardships has taught me crucial lessons, such as the importance of a CEO self-care plan, encompassing mind, body, and spirit. Over 22 years of coaching CEOs and entrepreneurs, I've witnessed that neglecting personal well-being while focusing solely on business leads to a collapse of the mind, body, and spirit. It's essential to simultaneously build your business and nurture your holistic well-being, including aspects like life, marriage, and parenting.
[8:40] How does someone initially overcome the stage of the ego, particularly when they're a leader? What do those actions look like on a day-to-day basis?There is often resistance from the ego to acknowledge the importance of mind, body, and spirit. Some might dismiss it as "woowoo" or fluffy, but I've learned that it forms the crucial foundation. Just like a house needs a solid foundation to stand, your mind, body, and spirit are the fuel that sustains your business or leadership role. Shifting the mindset to recognize its significance is vital because building a business involves constant challenges, ups and downs, and diverse personalities pulling you in various directions. Without a solid foundation in mind, body, and spirit, I've observed over my 22 years of experience that people can fall apart, facing the brink of physical, mental, or relational breakdowns. Unfortunately, some come to me reactively after such crises, while others, about two-thirds, are proactive in seeking support to maintain balance and resilience in their personal and professional lives.
[10:55] If I want to be proactive about working on my mind and spirit, what would be actual genuine actions?Having a concrete plan is crucial, especially for someone like me who thrives on systems and structure. For those looking for a template, greatness.com offers a free one that can be downloaded and printed, focusing on mind, body, and spirit. What's key is recognizing that what fuels my mind, body, and spirit might differ from what works for you. The initial step involves understanding what that personalized plan looks like. My CEO self-care plan, outlined in the template, includes daily, weekly, and monthly intentional activities for mind, body, and spirit. For the body, prioritizing sleep, exposure to sunlight, regular movement, and exercise is fundamental. The spirit aspect involves activities aligned with your spirituality; for me, it's Christian practices like prayer and meditation for at least 30 minutes daily. Nurturing a strong spirit is essential for the challenges a business may bring over time. As you envision your business growing, you don't want your spirit to be easily broken by criticism, judgment, or the demands of stakeholders. Mentally, I delve into these principles in my book "The Greatness Game."
[13:15] Is there a way someone can figure out what their spirit needs for improvement?The spiritual aspect is distinct from the mental game. In my book, "The Greatness Game," I delve into mindset methodology and mental resilience. The goal is to ensure that in the process, your mindset, body, and spirit remain unbroken. Spiritually, it's about maintaining the energy, connection, and purpose that fuels your endeavors. For me, integrating God into my business is essential, providing strength as I navigate a demanding global schedule. Regardless of religious beliefs, everyone needs to identify what brings spiritual, mental, and physical fulfillment on a daily, weekly, and monthly basis to excel as a CEO or leader. The key is understanding yourself on a deeper level and starting with a couple of practices if needed—perfection isn't the goal; self-awareness is. Whether you're aiming to grow from a $10 million to a $20 million company, remember that the journey involves transforming into a $20 million CEO.
[19:50] If someone decides to join Bible study groups, how do they navigate interactions with individuals who may be passive-aggressive or unaware of their actions?I resonate with that because we've all faced haters and judgers, right? It's crucial to embrace your journey, not just in business but as a continuous process. We're always evolving, and that journey might face judgment. Own it. I'm on the path to becoming a million-dollar CEO, learning in mind, body, spirit, leadership, and communication. The tool set for a $9 plus business differs greatly from a $200,000 business. Embrace your journey—classes, coaches, books, or Bible studies—without apology or over-explanation. I prefer checklists on my template, holding me accountable in daily, weekly, and monthly actions. No apologies for this journey. Ego might suggest hiding or deeming it wrong, but it's your path. Be discerning about sharing details, whether it's a Bible study or a new methodology. Your journey and goals don't require constant explanation from everyone. Maintain privacy around your next moves, even with your team. Being a powerful CEO involves discernment—strategically sharing and not blurting out everything to everyone. That's the key.
[23:24] Where do your clients typically find a supportive community or a group that fosters growth? Is it among other CEOs, or is it through low powwows with you?That's a great insight because we often fall into the routine of being part of groups without taking a step back. It's crucial, especially on an international scale, to carefully choose a couple of groups. One should be within your trade, like my involvement in a coaching Federation for coaches, ensuring constant education and improvement within my profession. For CEOs seeking positive communities, it's vital to find local and live groups, stepping away from online interactions. Whether it's a mastermind group, an entrepreneur group, or a leadership group, it's essential to test it out. Look for groups that are growth-oriented, not just social gatherings. Evaluate if the people in the group can genuinely contribute to your growth, people you admire and can brainstorm with or build referral relationships. If these aspects are missing, it's likely not the right fit. Being part of groups, especially for entrepreneurs like myself with 27 years of experience, has been instrumental in personal and professional growth. Sometimes I stay in groups for an extended period, like six or seven years, and other times, I join shorter-term, high-level masterminds based on my current business needs. It's crucial to assess where you are in your CEO mindset and business trajectory, selecting a group that aligns with your goals.
[33:45] Has your brand been designed in a way that allows you to step away, and someone else can take the torch and carry it?It's an interesting question about productizing ourselves, a trend many have embraced by packaging into programs and evergreen content. Personally, I haven't gone down that road. My focus has been one-on-one coaching and group retreats, which, while not exactly productizing, has become well-established, especially with international retreats run by a dedicated team. On a different note, my nonprofit, the Girls Royal Foundation, which offers empowerment and leadership programs for teen girls, is a productized aspect that operates independently.
Sc capturing your brilliance and purpose is crucial regardless of the form it takes, be it books, products, or courses. It's about ensuring your gifts and greatness don't just stay with you but contribute to the world. For me, having a successful book is one way, but the essence is putting your legacy and brilliance into something tangible so it endures beyond you.
[40:10] What promise did God make to the world when he created you?That I would help people with their gifts, their greatness and their purpose to be out in the world in great ways.
Key Quotes[33:08-33:14] One thing that most people lack understanding of is not just you achieving something; it's becoming what you've alluded to.
[35:20-35:25] It’s important to get your brilliance, get your purpose into something, a book, a product, or something because it matters.How to connect with Dena Patton
Instagram: https://www.instagram/denamariepatton
LinkedIn: https://www.linkedin/denampatton
Website: https://denapatton.comWelcome back to the Awwshift Podcast. I'm your host, Anthony Trucks. Today's guest is Eliza VanCort, the author of the book "Claiming Space." It's a fascinating exploration of how to authentically embody the person you aspire to be, both internally and externally. The concept of "anti-mentor" is also discussed, shedding light on those individuals who inadvertently undermine our growth. You'll discover more about what anti-mentors are and how to navigate relationships with them. Eliza shares insights gained from a traumatic injury that impacted her short-term memory, offering a unique perspective on the importance of effective communication.
[2:48] Why should I listen to you?
Oh, that's an interesting question. I haven't been asked that before. Why should you pay attention to what I have to say? Well, I believe my life experiences, filled with both wisdom and a mix of joy and sadness, have shaped me into an interesting conversationalist. People who have navigated challenges often have compelling stories and insights to share.
[3:30] What races have you run that gave you a challenge?
Wow, it's quite a journey. I had a wonderful mom in my early years, but when I was four and a half, she developed paranoid schizophrenia. I went through the trauma of being kidnapped by her three times, traveling from New York to California hitchhiking, and stopping at truck stops. This experience deeply affected me, leading me to associate invisibility with safety. It ignited my passion for claiming space. Despite becoming a teacher and enjoying a good life, I still struggled to assert myself. Later, a head injury challenged my communication skills, forcing me to rebuild them from scratch. These two experiences profoundly changed me and taught me valuable lessons.
[5:00] Before we delve into the story, could you provide some insight into your book and the concept of reclaiming space?
I authored a book titled "A Woman's Guide to Claiming Space: Stand Tall, Raise Your Voice, Be Heard." For me, claiming space is about living your chosen life unapologetically and bravely. True bravery, in my view, isn't the absence of fear; it's confronting fear with action. The book is structured into five parts, offering direct guidance on how to assert oneself and claim space.
[5:58] How did your experiences with your mom, particularly the cross-country incidents, inspire the concept of claiming space, and how can people who haven't gone through similar experiences connect emotionally with this idea?
Well, I think everyone has had that moment in their life where they just feel so small, and they feel like everyone around them is somehow able to speak their mind and say what they want to say. And somehow they don't feel like they have the right to do it. We’ve all had anti-mentors along the way who read about my book, anti-mentors who tell you that you're not enough. And I think for me, claiming space isn't about becoming someone different. It's about me becoming your most fully realized authentic self and that's a lifelong journey for all of us.
[8:10] What was it like for you as a police officer to watch and subject yourself to those emotions? Can you recall the moments when you couldn't remember?
It was surreal. I was involved in an accident while riding my bike, following all the rules, when someone who was texting and driving hit me in the head with their car. I suffered a black bilateral brain injury and a subdural hematoma. When I regained consciousness, I walked downstairs to find my ex-husband and kids, and there was a large spread of food on the table. Confused, I asked how it was possible, and he informed me that Tina had brought it over. Tina is the friend who seems to sense when someone needs a casserole from a distance. It struck me how time had passed without my awareness, making it challenging to learn and grow when the events were shrouded in amnesia. I likened it to a country going to war without remembering who started it, making it impossible to fix.
[9:58] Can you share the journey or process you went through to reach the point you're at now? Did it involve specific healing tactics, or did it unfold naturally over time?
The recovery of my memory gradually improved every day, but communication, which was severely compromised, didn't naturally come back. Realizing my struggle to communicate, I initially contemplated withdrawing from life, sinking into depression with thoughts of whether I could continue. However, lying in bed indefinitely wasn't a viable life strategy. So, I decided to embark on the challenging journey of rebuilding my communication skills from scratch. It was a lengthy and arduous process, yet remarkably enlightening. Eventually, I felt like I had cracked the code of communication, turning it into a kind of superpower—an unexpected outcome from a difficult experience.
[11:09] What specific challenges did you face in communication during your recovery? Was it primarily related to verbal expression and articulating thoughts?
When I reached out to my friend Kim, expressing confusion about people acting strangely around me, she candidly pointed out that it was me acting differently. My vocabulary was impaired, and I was speaking slowly, making everyone uncomfortable. Seeking another opinion from a friend who is a nurse, she bluntly remarked that I sounded like a stoned third-grader.
[12:28] When you confronted the realization of the communication challenges, how did it feel, and what steps did you take to address and overcome it?
My educational background is in political science, and I initially pursued a career in acting. After a detour to law school, I found my passion in teaching the Sanford Meisner technique for 20 years. This approach delves into the intricacies of human behavior, encouraging a deep understanding of both oneself and others. Combining this with my political science background, I recognized the impact of various factors like race, age, and background on communication. Confronted with one-size-fits-all communication advice, often tailored to a specific demographic, I delved into research and observation to reconstruct my communication style. Through this process, I gained profound insights into communication and the concept of claiming space.
[14:58] How does that equate or carry over into the realm of this claiming space concept of being authentically you?
In the initial stages, being an extrovert who loves to talk, I had to adapt my approach as I would get fatigued easily. This compelled me to observe and listen more, offering a unique and valuable experience. Initially focused on communication, especially regarding how some individuals, particularly women, effortlessly command a room, I sought to identify the key factor behind this ability. However, I soon discovered that there are five essential elements contributing to this capacity, allowing individuals to lead a fully realized life. This revelation was genuinely surprising to me.
[15:45] How do certain people enter a room and assertively control the space?
The five aspects of claiming space are crucial. Firstly, effective communication involves mastering your physicality and voice to command attention. Secondly, building a supportive community is vital, shielding against negativity and anti-mentors. Thirdly, everyone faces life's boulders; instead of overcoming them, whittle them down into manageable pebbles for inner strength. Combatting efforts to make you small is the fourth aspect, shutting down aggressors skillfully. Lastly, embracing intersectionality, especially for white women, fosters better outcomes, as learning from diverse experiences enriches and uplifts everyone.
[21:10] What's the process for breaking free from anti-mentors and creating a sense of liberation?
Certainly, I believe there's no clear-cut definition for it. In my understanding, an "anti-mentor" should ideally be your greatest supporter, uplifting you. However, they end up making you feel small and diminished. This is often achieved through intermittent reinforcement, a tactic also observed in gambling, where the occasional big win keeps individuals hooked. Regardless of your actions, dealing with these anti-mentors involves facing constant criticism, punctuated by occasional praise. The study on mice, pulling a lever for intermittent rewards, draws parallels to human behavior in seeking sporadic affirmation. This pattern can lead individuals to persistently engage in self-destructive behaviors.
[23:53] Do you ever have that kind of experience?
To begin with, it's crucial to identify these anti-mentors. I've outlined a comprehensive checklist in my book, offering different indicators of what makes someone an anti-mentor. Once you're certain, there are two approaches. The first involves neutralizing them, a method I delve into, and the second is removing them from your life. However, both paths necessitate a crucial initial step — a grieving process. Recognizing that they'll never provide the support you seek when you need it is foundational. It's about realizing you don't have to continually put yourself in a vulnerable position, akin to Charlie Brown hoping to kick the football, only to have it pulled away repeatedly. The first step in liberating yourself from an anti-mentor involves deciding not to play that game anymore.
[30:20] How do people break out of their emotional comfort zones in intense moments, like running full speed or yelling loudly?
I think teaching is like an art for kids, and I'm sure you're good at it if you work with them. You know, you eventually get through to them; you just have to consider all angles. As adults, many of us receive messages when we're young. You're too quiet, too loud—so many "tools”. I mean, the number of messages we get when we're young like I was too much of a space cadet. Now, I get paid to sit around and think about stuff. So, one of the things I always tell people is to sit around and think about stuff. If you start unpacking the messages you were told, it becomes clear that what people criticize might be your strength. You make yourself small to avoid expanding into what people target as a weakness, which is often your strength. If you want to know what you're good at, think about what people told you to stop doing or what they said you weren't good at—not what you thought they told you because that's usually your superpower.
[32:45] How do you navigate the unique qualities of your daughter, like her spacey behavior, while also recognizing and nurturing the remarkable and creative aspects she possesses within that same frame?
That has been significant for me as a parent, given my experience with my nephew and my two sons and daughter. My oldest son struggled with dyslexia and exhibited unique traits. First, he had an intense ability to hyperfocus, making it challenging to divert his attention from a task. For instance, once he started with Legos, getting him to stop was nearly impossible. He also dealt with total time blindness and constant movement; he was incredibly active even before birth, almost breaking my rib. There were moments when I felt overwhelmed and exhausted, unable to keep up with him. However, he later became a three-time National Collegiate cycling champion for the United States, showcasing his ability to hyperfocus and disregard the passage of time. His extraordinary energy found a purpose in cycling. My daughter, on the other hand, was notably oppositional, and now she is a passionate activist for climate change. I strongly believe that the qualities in your child that might drive you crazy are often indicators of their unique strengths and potential.
[43:13] What promise did God make to the world when he created you?
The existence of a soul is something I'm still undecided on. However, I hold onto the hope that if we are all genuinely kind to each other, actively listen, and extend compassion, perhaps there is a promise that things will eventually be okay.
Key Quotes
[5:10-5:17] Claiming space is living the life you choose unapologetically and bravely.
[17:57-18:00] Mistakes are the foundation of learning.
How to connect with Eliza Vancort
Instagram: https://www.instagram.com/elizavancort
Facebook: https://www.facebook.com/ElizaVanCort
Website: https://www.elizavancort.com
Welcome to the Aww Shift podcast! I'm your host, Anthony Trucks. Our guest today is Rob Luna, the founder of the Wealth Academy. With a remarkable background and a passion for helping individuals turn a modest sum, like 100 bucks, into substantial wealth or create a thriving business, Rob has achieved this for himself and numerous clients. We delved into the genuine approach to building wealth, recognizing money as a facilitator for impact and joy in life. As men of faith, our hearts align to focus on meaningful endeavors. Rob shares actionable insights to set you on the right path. Let's dive into the episode with Rob Luna.
[2:15] Why should I listen to you?
You know, I believe I'm like most people—just an average person out there. Not everyone starts with a silver spoon in their mouth. We're all working towards a point where we can take care of our families. I feel like I come from a position that many people can relate to. I've been fortunate enough to meet some very successful individuals and was thrown into a path early in life where I learned valuable lessons ahead of the curve, putting myself in a position to achieve that at an early age. I think that's information I can share. So, if you're not someone who wants to say, "I wish I knew then what I know now," I can help expedite some of those tough lessons for you.
[3:28] What were some of the initial lessons you learned that steered you toward the current path you're on?
Coming from a modest background where sports led me to college, I landed my first internship at a wealth management firm when I was 20. That's when I started learning from very wealthy individuals about how they built their fortunes. Over 24 years, I noticed a few key things. Firstly, many of them were successful professional athletes. Secondly, they were individuals who reached high levels in corporate America, often in the C-suite. And thirdly, the majority were entrepreneurs. So, I learned early on that to achieve the kind of wealth most people aspire to, you need to find a place in one of those categories.
[4:40] In the context of Dark Work, which serves athletes, executives, and entrepreneurs, what differences do you notice among these groups from your perspective and interactions with them?
I find it interesting because we seem to cater to the same demographic of athletes, entrepreneurs, and C-suite executives, and they all share similar traits. It's about having strict discipline, immense drive, and a willingness to do whatever it takes to reach that next level. Whether you're an athlete, an entrepreneur, or a senior-level executive, that's the kind of commitment it requires. Now, considering the statistics, it's undeniably tough to become a professional athlete, but it's almost equally challenging to climb the ranks to the C-suite or establish a successful entrepreneurial venture. So, while there are some differences, they all seem to have more in common than not. I mentioned earlier that in wealth management, I've worked extensively with both professional athletes and entrepreneurs. Interestingly, every athlete I worked with eventually transitioned into entrepreneurship. They didn't want to leave the NFL or MLB only to work for someone else; they wanted to build something themselves and have control over it.
[7:45] When faced with a setback, like getting hit unexpectedly, what key lesson did you quickly apply to move forward and overcome that challenge?
It boiled down to risk management, understanding the potential outcomes, and identifying possible pitfalls before diving into anything. Going all-in on a single venture can be tempting, and if it works out, it's fantastic. However, the reason many people end up with a bad taste in their mouths in areas like real estate or stock investing is that they often neglect playing defense. The key is to avoid going all-in without considering the risks, getting over-leveraged, or lacking a backup plan. Early on, I learned the importance of having a contingency plan. This involves things like maintaining an emergency fund and taking care of the less glamorous aspects of entrepreneurship. It's about ensuring you have a safety net before venturing out, rather than being a cowboy in business without any safeguards.
[9:15] For someone just starting with a month-to-month business, what type of mentorship should they seek, and how can they build towards the principles you've been discussing?
In the early stages of my career, I found myself in a similar spot, playing the risky game of cold-calling wealthy individuals. However, reality struck when I realized I didn't know anyone in those circles. Starting from scratch and accumulating wealth can feel daunting, and there's a moment when taking risks becomes crucial. But before going all-in, there's a fundamental investment that's often overlooked – investing in oneself. As tempting as it may be to go all out, maxing out credit cards with blind faith, it won't yield success without a prior investment in understanding your value proposition. Knowing your client, and delivering a service or message that truly impacts lives requires a solid foundation. I've experienced success because I invested time and effort in myself, honing my skills and understanding my worth. So, my advice to those starting is to go to school, seek mentors, read books, watch YouTube – and educate yourself. There's no excuse for not being informed in today's world. Don't fall into the trap of thinking a single Instagram story makes you a professional.
[11:35] For those starting a business without much experience, what advice do you offer when they feel stuck and believe they've exhausted all options? How do you guide them through this situation?
Well, as you mentioned, he didn't have much business acumen initially, but he developed it over time. Earlier, we talked about mentorship and education. We're all trying to solve the 'if I only knew then what I know now' challenge. I try to use my educational experience to do a SWOT analysis—looking at operational, financial, and value proposition issues. The great thing about YouTube is you can find almost anything, so there's no excuse not to be educated. Spending time studying profitable businesses, and different structures, and identifying gaps in my game has been crucial. Do I have a complete 365 perspective on how to succeed? There are likely areas I'm still improving today, but the good news is there are many resources, like books, YouTube videos, and podcasts, that people can use to fill the gaps in their knowledge.
[13:40] How do you get people into motion?
The problem is that many attend events and read books but don't take action. I've spoken at five events recently, and it's a common issue. People need to find a way for immediate action. For instance, my undergrad didn't teach me much, but in grad school at 38, having run a business for 10 years, I applied information. Combining info with action is a powerful force. In my book, I suggest starting small—a side hustle. It might not take off, but it can lay the groundwork for future success. My first business failed, but through that, I learned. Even my first wealth management firm faced trials before success. Learning, combined with action, provides immediate feedback. You don't need to start big; begin part-time on weekends or evenings. Just get out there and do something."
[15:50] What specific actions, habits, or nuances contribute to the success that people notice you consistently achieving?
I'm a strong believer in frameworks, Anthony. If I'm doing something, I ensure there's a disciplined framework. Time is precious, especially as success comes. Managing time effectively is crucial. Each day, I start with a note card outlining what I aim to accomplish on my desk. While I may not achieve everything, I check off what I've done. If something is off-course from my purpose, I cut it out of my life. For instance, I don't check my email. Through constant evaluation, daily check-ins, and weekly reviews, I stay accountable. Success, in my view, hinges on four factors: focus, clarity, execution, and accountability. You must know what you want to do—not being a barber selling real estate on the side. Get clear on your focus, whether it's specializing in certain areas or home values. Once you have that clarity, execute with a defined path. Finally, accountability is key. Even as a former Division One athlete, I know that without someone pushing me, I won't do all I need to do. Start with self-accountability, then bring in mentors and a board to hold you accountable. These are the four things that consistently help me level up.
[19:05] What are some of the most close to your heart passionate things that you do daily?
My Wealth Academy, launched after selling my wealth management firm, teaches people to manage their wealth and build businesses. Over 20 years, many sought quick stock tips, but starting from scratch, real estate or the stock market alone won't guarantee wealth. For me, it was building businesses, generating unique cash flow, and creating value for eventual sales. Most people with basic abilities can achieve similar success if given access to the right information. Through my academy and book at an affordable price, I aim to empower people on their financial journey. Seeing entrepreneurs in my academy achieve milestones, like buying their first home, is truly gratifying. While not purely altruistic, witnessing others succeed now excites me more than my wins. Being accountable to myself and seeing others triumph is what energizes me at this stage in my life.
[26:40] When I began, the pre-game pressure pushed me to excel. Where in life do you find that balance of comfort and challenge, motivating you to elevate to the next level?
As I've gained more wealth, I've noticed a shift in what motivates and brings happiness. The best definition I've come across is the correlation between personal growth and happiness. It's crucial for us to keep growing, and areas where we get comfortable often become resistant to change. After selling my firm's managing clients an average of $20 million in investable assets, the initial excitement of big wins faded over time. Reflecting on this, I realized it was time for a change. Selling the firm allowed someone else to step in, and now I've shifted to working with individuals who might not even have $500 to invest. It's a more significant challenge, and that's what excites me. While growing someone from $25 million to $40-50 million is achievable for many, helping someone start from nothing and build a business worth three, five, or 10 million in the next five to 10 years is a more challenging task. This challenge is what motivates me today, and building a team to assist individuals at that level is my current driving force.
[29:13] Stepping away from business, how does your family and life purpose connect to the legacy you want to leave behind when you decide to call it a day?
At the end of the day, my primary identity is as a Christian. It's my mission, whether in church, on this podcast, or working with others. Beyond that, I'm a husband and a father, and I believe my greatest legacy will be the impact I've had on people, starting with my family. As a Christian, I strive daily to become the best version of myself, acknowledging growth opportunities in various aspects of life. Prioritizing spirituality, health, and quality time with my family—being present without distractions—is crucial. With a 16-year-old daughter, I've learned the importance of mental presence, making me a better father today. That's my focus now: being a better Christian, father, and husband, trusting that the rest will fall into place.
[39:17] What promise did God make to the world when he created you?
The promise he made is that he will do everything within his power if you're willing to put in the work to help change your life.
Key Quotes
[34:11-34:15] If you don't talk about something, you can't learn about it; and if you don't learn about it, you can't get great at it.
[35:19-35:25] If you're giving something of value, even if it's your time to help somebody, there's a potential for reciprocation in a financial manner. Just give the best of you to the world, and then the rewards will come.
How to connect with Rob Luna
Instagram: https://www.instagram.com/thelunarob
Facebook: https://www.facebook.com/thelunarob
Website: https://robluna.com
The podcast currently has 407 episodes available.
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