When taking on a new challenge, having an ambitious project in mind is merely a first step to taking the action needed to bring that project to fruition. That is especially true when the project requires significant time, effort, and resources. So, what separates those who only talk about their big plans from those who make them a reality?

In this episode, Tommy talks with Kevan Biggs, President and Owner of Biggs Group. Kevan directs all operations of company-owned properties while guiding the development and expansion of the company's management contract division. Kevan has owned the second-generation company since 1999. He is currently active in Fort Wayne and Indiana State Home Builders' Associations.

Kevan talks with Tommy about his motivation to continue his family's business, what it takes to succeed in a bold and ambitious project, and how he has become part of one of Fort Wayne's biggest projects.

Key Takeaways

[02:50] - How Kevan Biggs became one of Fort Wayne's biggest real estate developers.

[09:32] - What motivates Kevan to carry on the family business.

[13:43] - The best memories Kevan has of his father.

[18:37] - How Kevan has become part of Fort Wayne's biggest project.

[21:47] - How Kevan built partnerships with some of the biggest names in real estate.

[26:44] - What sets a successful entrepreneur apart from others.

[29:56] - What it takes to succeed in a bold, ambitious project.

[35:46] - The future of Fort Wayne's most ambitious projects.

[37:18] - Why Fort Wayne is a great place for entrepreneurs.

Quotes

[05:13] - "The greatest things in life are not the things you can predict." - Kevan Biggs

[28:14] - "Don't think you have to have it all figured out to take the chance and leap. It's just that you have to be prepared to fail and learn and then go at it again." - Kevan Biggs

[29:23] - "I always tell people, ‘Do what's right, and the money will follow.’ Don't let money be the driving factor for your decisions solely in your business. Do what's right for the community, the customer, and who you're serving. And then the rest tends to fall into place." - Kevan Biggs

Links 

Kevan Biggs on LinkedIn

The Biggs Group

General Electric

Purdue University

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Tommy on LinkedIn

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When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

In the competitive business landscape, it's important to have a well-oiled marketing machine that drives profitability. As people rely heavily on emotions when making decisions, how can marketers connect with customers and clients?

In today's episode, Tommy talks with Guillaume Viallaneix, Founder and President of MedTech Momentum. Before founding MedTech Momentum, Guillaume worked for multi-national healthcare companies such as GE Medical and Cigna. His passion for marketing in the healthcare industry and his global business vision give him a real-world perspective and a practical approach that MedTech Momentum clients appreciate. Guillaume specializes in crafting and executing results-oriented marketing and branding strategies in the new economy driven by the power of the Internet and social media.

Guillaume talks with Tommy about his marketing career journey, the insights he gained from working in television advertising, and what led him to the founding of MedTech Momentum.

Key Takeaways

[01:35] - Guillaume’s experience growing up in Normandy.

[03:20] - What brought Guillaume to America.

[06:58] - Why Guillaume decided to remain in Florida.

[13:07] - Guillaume's marketing career journey.

[16:51] - How Guillaume got involved in the catalog business.

[20:17] - An insight Guillaume gained from working in TV advertising.

[26:05] - Why Guillaume built his company in America despite spending most of his career in Europe.

[32:07] - How Google has revolutionized marketing.

[39:04] - The difference between successful and unsuccessful people.

[41:25] - What led to the founding of MedTech Momentum.

[48:03] - Companies that MedTech Momentum supports.

Quotes

[12:44] - "You don't need to be a pro to live your passion to the fullest. That passion transforms your life for the good." - Guillaume Viallaneix

[20:50] - "TV is very volatile, you can do great, and you can be horrible. But I also realized that the most important thing is that I understood the concept of emotional branding. That pushed 20 years later, leading to the creation of MedTech Momentum." - Guillaume Viallaneix

[37:38] - "You have to go through tribulations of successes and failures to understand how to minimize the failures and maximize the success." - Guillaume Viallaneix

[39:04] - "The difference between successful and unsuccessful people is not the number of failures, it's how you react to them. You learn something from them, you are better because of them, and you leverage them." - Guillaume Viallaneix

Links 

Guillaume Viallaneix on LinkedIn

Guillaume Viallaneix Email

MedTech Momentum

FSU College of Business

Cigna Global Expat Health Insurance

Emotional Branding: The New Paradigm for Connecting Brand to People

What'd I Say by Ray Charles

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Tommy on LinkedIn

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Trends in technology are constantly evolving, and so too are the ways humans interact with it. As people become more reliant on AI and automation, it's important to consider the emotional side of the equation. One way to achieve this is through emotion AI, which is concerned with making machines that can understand and respond to human emotions and make technological devices and systems more human-centric.

In this episode, Tommy talks with Rana el Kaliouby, Deputy CEO at Smart Eye and formerly, Co-Founder and CEO of Affectiva. Rana is an Egyptian-American scientist, entrepreneur, angel investor, and AI thought leader on a mission to bring emotional intelligence to our digital world. Her life work is about humanizing technology before it dehumanizes us. Rana is also the author of the bestselling book, “Girl Decoded: A Scientist's Quest to Reclaim Our Humanity by Bringing Emotional Intelligence to Technology.”

Rana talks with Tommy about artificial intelligence and emotion AI, her motivation for merging Affectiva with Smart Eye, and what artificial intelligence can do for the future.

Key Takeaways

[01:18] - How Rana became interested in technology.

[03:15] - What led to the founding of Affectiva.

[06:06] - What is artificial intelligence and emotion AI?

[09:39] - A use case of Rana's technology.

[13:29] - What motivated Rana to merge Affectiva with Smart Eye.

[16:56] - What Rana's book, “Girl Decoded”, is all about.

[18:31] - What artificial intelligence can do for the future.

[19:53] - How AI can cause harm.

[22:17] - How future AI founders can reach out to Rana.

Quotes

[06:33] - "Artificial intelligence is a field within technology that is all about simulating human intelligence. So, it could be about building natural language processing into technology, or it could be about helping technology and helping our devices become more intelligent, more conversational, and more perceptual." - Rana el Kaliouby

[08:01] - "If you think of human intelligence, your IQ matters, and your cognitive intelligence matters. But as we all know, your emotional intelligence matters even more. It's how you connect with people. " - Rana el Kaliouby

[08:47] - "When interacting with somebody via technology, the richness of our emotional expressions tends to get lost in cyberspace. And so, I wanted to build technology that could capture these facial expressions using machine learning, computer vision, and tons of data." - Rana el Kaliouby

Links 

Rana el Kaliouby on LinkedIn

Rana el Kaliouby on Twitter

Rana el Kaliouby Website

Affectiva

Smart Eye

Girl Decoded

Massachusetts Institute of Technology

Harvard Business School

The American Univesity in Cairo

Rosalind Picard

Neuralink

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Tommy on LinkedIn

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Medical professionals, along with brilliant minds in science and technology, are creating innovative new devices and procedures to maintain high standards of patient care. Although the process requires a significant investment in time, resources, and money, the potential benefits of successful innovation are enormous. 

In today's episode, Tommy talks with Jay Yadav, Founder and CEO of MiRus. Jay has a long history of innovation and commercialization of novel technologies focused on developing new treatments for diseases. As an interventional cardiologist and founder of several successful companies, Jay is on a mission to develop medical devices and procedures that can benefit the average person.

Jay talks with Tommy about the dramatic revolution in angioplasty, his significant contributions to stroke, heart failure, and biotech innovations for implantable devices, and his vision for the future of medicine.

Key Takeaways

[01:00] - How Jay got into the medical field.

[03:56] - What inspired Jay to specialize in cardiology and focus on stroke.

[06:36] - Why Jay decided to start his own company.

[11:43] - What's next after Jay's medical breakthrough.

[17:16] - Other medical solutions Jay pays attention to.

[27:35] - Why Jay’s team is working to develop less invasive angioplasty techniques.

[29:32] - Jay’s advice to entrepreneurs who want to build scalable businesses.

Quotes

[06:55] - "Because I created a new approach to fixing the arteries going through their brain and in the brain, it needed some new solutions and new devices that didn't exist. And I tried to get people and the big companies to make them." ~ Jay Yadav

[11:24] - "Getting to guideline therapy and medicine takes a long time and much evidence because medicine is naturally conservative. We want to ensure that ideas have been tested rigorously and there's lots of data supporting them before we make it a guideline recommendation." ~ Jay Yadav

[12:03] - "I didn't go into medicine with a monetary goal. It was really to do something useful with the moral ability I'd been given to apply to things that can help the average person." ~ Jay Yadav

[16:46] - "Heart failure is our largest public health problem. It is the single most common serious problem that hospitalizes and kills people." ~ Jay Yadav

Links 

 Jay Yadav on LinkedIn

MiRus

Johnson & Johnson

Boston Scientific

Georgia Tech

Abbott

Medtronic

Edwards Lifesciences

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

An effective wealth management strategy calls for a sound investment plan and the discipline to stick to it. It also requires a tactical approach that helps adapt to changing market conditions. While it's important to make plans for the future, it's just as important to plan for the present. 

In this episode, Tommy talks with Sean Hanlon, CEO and Co-CIO at Hanlon Investment Management. Sean founded his own firm to provide clients with a tactical approach to asset management. Today, Hanlon is a wealth management, asset management, and services company with both a direct-to-client wealth management offering and a wholesale institutional asset management platform for non-affiliated, third-party advisors and their clients.

Sean talks with Tommy about what led him to launch his own independent advisory firm, the importance of tactical strategies in wealth management, and what Hanlon Investment Management has to offer advisors and investors alike.

 

Key Takeaways

[01:23] - How Sean Hanlon got started in wealth management.

[04:32] - What Sean sees as the hardest part of the change.

[06:34] - How Sean was able to launch his own independent advisory firm.

[10:04] - How Sean dealt with the challenges of establishing an independent RIA.

[13:49] - What led to the founding of Hanlon Investment Management.

[17:21] - The importance of tactical strategies in navigating a difficult market.

[22:12] - What Hanlon Investment Management can offer advisors and investors alike.

[25:29] - How the firm helps clients manage their assets.

[31:05] - Direct indexing: what it is and how it works.

[36:29] - Can stocks that violate personal beliefs or values be excluded from direct indexing?

Quotes

[20:07] - "This year, clearly with all markets globally down, all equity, and even fixed income markets down, it's been a good year to be in tactical strategies." - Sean Hanlon

[23:50] - "We're all lifetime investors with different goals. Some of our goals could be shorter-term. Some of our goals could be longer-term." - Sean Hanlon

[38:27] - "Where this industry's headed is personalization like we've never seen because of technology." - Sean Hanlon

Links 

Sean Hanlon on LinkedIn

Hanlon Investment Management

Merrill Lynch

BlackRock

Vanguard

Russell Investments

Wilshire

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Tommy on LinkedIn

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Operational due diligence is a process that helps businesses identify and mitigate potential risks associated with new and current operations. By gaining an in-depth understanding of all aspects of a company, operational due diligence analysts can offer strategic solutions to clients. 

In this episode, Tommy talks with David Emerson, Senior Vice President and Principal at LCG Associates. David joined LCG Associates in 2003 and is a member of the Board of Directors. He is also a member of the Risk Management Committee and Investment Committee. His responsibilities include leading client relationships with utilities, family offices, endowments, and foundations. Additionally, he conducts capital market and asset class research as well as investment manager due diligence.

David talks with Tommy about how LCG Consulting helps wealth managers make investment decisions, what operational due diligence is and how it works, and what are some of the key factors to consider when allocating assets in the private debt space. 

 

Key Takeaways

[01:20] - David's career prior to becoming an investment consultant.

[05:37] - What led David to LCG Consulting.

[06:53] - How LCG Consulting helps wealth managers make investment decisions.

[09:50] - How David and his team provide value to their clients.

[14:11] - Operational due diligence: what it is and how it works.

[18:20] - LCG Consulting’s process for performing operational due diligence.

[20:55] - What makes LCG Consulting unique from other consulting firms.

[25:37] - What makes the right asset allocation in the private debt space.

[31:23] - What is mezzanine financing or mezzanine debt.

Quotes

[11:26] - "The vast majority of investors out there don't have an operational due diligence team. Peers like ourselves, that's common. But take the utility or take a family office, they're not doing that level of operational diligence and they're typically going to outsource that." - David Emerson

[17:57] - "When you commit to a private equity firm or a private debt fund, you're making a long-term commitment. You're getting married to that fund and there isn't an easy divorce out of that if something goes wrong." - David Emerson

Links 

David Emerson on LinkedIn

LCG Associates

University of Maryland

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Tommy on LinkedIn

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

 

Disclosure:

The views expressed in this podcast may not necessarily reflect the views of LCG Associates, Inc. and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. This material is for informational purposes. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ‘forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions.

The market is flooded with financial data. Firms are sitting on goldmines of information, yet most are not deriving maximum value from it. To unlock this value, data integration is key. It enables different systems, including those used by advisors and their clients, to communicate with each other. By having all of the data centralized in one place and accessible by all relevant systems, firms are able to gain a holistic view of their clients and their portfolios. Only then can they deliver truly excellent customer experiences.

In this episode, Tommy talks with Kyle Van Pelt, CEO at Milemarker, an Integration as a Service (IaaS) company that delivers a fully-managed data integration platform for financial services companies. Prior to joining Milemarker, Kyle held leadership positions with several advisor tech companies, including wealth management platform Skience and risk management software Riskalyze. 

Kyle talks with Tommy about how technology integration is a challenge for advisory businesses and how Milemarker can help solve it, new developments taking place in the wealth management industry, and why data integration is key to delivering excellent client and advisor experiences.

Key Takeaways

[01:57] - How Kyle began his professional career.

[03:58] - Kyle's journey into the fintech and wealth tech industries.

[05:39] - What cold calling is and how it works.

[09:28] - How Kyle developed his expertise in wealth technology.

[12:50] - How technology integration is a challenge for advisory businesses.

[14:37] - How Milemarker solves data integration problems among financial services companies.

[15:46] - An example of how an API (Application Programming Interface) works.

[19:04] - What developments have been taking place in the wealth management industry.

[23:05] - The power of data in delivering excellent advisor and client experiences.

[26:29] - What Kyle learned from college sports setbacks.

Quotes

[13:48] - "Every financial advisor at the end of the day, their business is how well they serve their clients. So, when your technology is not talking to itself the way that you need it to, these firms cannot accurately represent themselves the way that they want to to clients and to prospective clients ultimately because they are not in control of their own data journey." - Kyle Van Pelt

[22:27] - "We like to say at Milemarker, it's your data, your rules. If you have all of that at your control, you can write the rules about what type of client experience you want to build, what type of advisor experience you want to build, and what type of executive experience you want to build." - Kyle Van Pelt

[25:02] - "You shouldn't be driving around with a foggy windshield in your business. You shouldn't be driving around without being able to answer the strategic questions. Your data, your rules." - Kyle Van Pelt

Links 

Kyle Van Pelt on LinkedIn

Milemarker

Pelicans

Liberty University

Riskalyze

Mammoth.vc

Black Diamond Planners

Skience

Jud Mackrill

Kim Mackrill

Orion Advisor Technology

Uber

Twilio

Amazon Redshift

Envestnet

Vestia Personal Wealth Advisors

Hightower Advisors

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Tommy on LinkedIn

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc.

Visit Mammoth.vc today!

International travel is bouncing back. With borders reopening and restrictions gradually being lifted, people are once again taking to the skies and heading to their favorite destinations. While applying for a passport and visa can often be a daunting task, how can international travelers ensure they have the documentation they need to have a worry-free and enjoyable trip?

In this episode, Tommy talks with Rich Mandleur, CEO at Passport Visas Express, a company that specializes in helping applicants obtain and expedite passports and visas for international travel. At Passport Visas Express, Rich and his team work directly with the US Passport Agency as well as embassies and consulates to provide express passport and visa services.

Rich talks with Tommy about how Passport Visas Express helps international travelers, why passports should be renewed sooner than their expiration dates, and what future visa and passport applications will look like.

Key Takeaways

[00:46] - How Tommy came to know Rich Mandleur.

[03:37] - How Rich got into the travel business.

[09:55] - The story behind the name of Rich’s company.

[12:24] - The services Passport Visas Express offers.

[14:38] - Why passports expire sooner than their expiration dates.

[18:30] - How visa and passport applications will be handled in the future.

[22:43] - How Covid has changed the way passports and visas are processed.

[25:36] - The highs and lows of Rich's business.

[28:15] - How Passport Visas Express assists travelers with vaccination policies.

[31:25] - Rich's craziest hitchhiking story.

Quotes

[12:39] - "The passport is your identity and your citizenship. It's like your birth certificate. A visa is advanced approval to enter a foreign country." - Rich Mandleur

[15:48] - "Six months is really a great rule of thumb. You should consider your passport expired six months prior to its actual expiration date, and you should renew it because most countries will not allow you to enter with a passport that is expiring in less than six months." - Rich Mandleur

[19:28] - "The electronic visa is where most countries are going. With COVID, I think that in large part, some of them are deciding to do this because they don't want hundreds of people queued up at the embassy or consulate applying for visas." - Rich Mandleur

Links 

Rich Mandleur on LinkedIn

Passport Visas Express

Connect with our hosts

Mammoth

Tommy on LinkedIn

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

In any field or endeavor, one of the traits of the top performers is their champion mentality. To be a champion, however, is not about some innate quality you were born with. It is rather about developing a championship mindset, one characterized by the relentless pursuit of excellence and the unwavering belief that anything is possible. 

In today’s episode, Tommy talks with Amber Selking, Founder and Performance Consultant at Selking Performance Group. She works to emphasize the power of mindset and leadership to drive lasting change in businesses, athletic teams, and individual lives. Her dynamic and individualized approach to enhancing performance helps clarify vision, create championship team cultures, and achieve sustainable results. 

Amber talks with Tommy about what inspired her to learn about human high performance, how thoughts affect emotional and physiological states, and how culture and leadership are key to a powerful mindset transformation.

Key Takeaways

[03:50] - How Amber got her foot into the business and athletic worlds.

[07:03] - What inspired Amber to learn about human high performance.

[08:58] - What was life like when Amber injured her knee playing soccer.

[11:28] - Amber's source of strength during the hardest part of her life.

[19:31] - How thoughts affect emotional and physiological states.

[23:05] - What made Amber decide to write a book about all she has learned.

[27:34] - How Amber’s book helps people win their mental games.

[29:57] - How culture and leadership are the keys to a powerful transformation.

[32:06] - How to build championship mindsets.

[37:04] - Amber’s advice for business owners on developing a championship mindset.

Quotes

[13:07] - "Positivity does not mean acting like things are wonderful and that everything is okay right now. Positive thinking is really about anchoring your hope in a future that you truly believe will come to fruition." - Amber Selking

[14:44] - "Whatever we're doing, we need to work at it with all of our hearts, with intention and purpose, because it's not about the outcomes we're achieving at the moment. It's about who we're becoming in that process." - Amber Selking

[22:02] - "We have to be cognizant about what we're thinking about and how we are thinking about things knowing that those thoughts are generating new emotional states for us." - Amber Selking

Links 

Amber Selking on LinkedIn

Selking Performance Group

Building Championship Mindset Podcast

Winning the Mental Game: The Playbook for Building Championship Mindsets

Lou Holtz

University of Notre Dame

DaMarcus Beasley

Dr. Rick Mcguire

The Purpose Summit

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Financial advisors are uniquely positioned to help investors with their overall financial well-being. They work with their clients to set meaningful goals that go beyond just accumulating money. What are the best ways for advisors to design financial plans that reflect their clients' beliefs, values, and education?

In today’s episode, Tommy talks with Scott Highmark, President and Principal at Mosaic Family Wealth. Prior to founding the firm, Scott held leadership roles at companies such as Morgan Stanley Wealth Management and A.G. Edwards & Sons. As the President of Mosaic Family Wealth, Scott leads the firm’s strategic direction to ensure that it is able to anticipate and respond to clients' needs. He takes pride in leading a team of like-minded, like-hearted, and talented individuals.

Scott talks with Tommy about his transition from an athlete to owning a financial advisory firm, the principles behind founding Mosaic Family Wealth, and how the firm integrates faith, experience, relationships, and legacy into the clients' financial wellbeing.

Key Takeaways

[01:46] - Scott Highmark as a young man.

[04:27] - How Scott realized he wasn't just all about basketball.

[07:32] - What it's like to play against basketball legends.

[11:28] - How Scott got into financial services.

[13:30] - What led him to launch his own financial services company.

[15:01] - Broker Protocol: What it is and how it impacts advisors and company owners.

[20:09] - The principles behind the founding of Mosaic Family Wealth.

[22:16] - A few of Mosaic’s success stories.

[25:37] - How Scott integrates relationships and experiences into his clients' financial plans.

[30:46] - Scott's Bobby Knight story.

Quotes

[17:45] - "As an entrepreneur and somebody who tries to invest and spend a lot of resources to create a great experience, I understand the thought (non-compete agreement). But at the end of the day, the clients rule the day and we're here to serve them." - Scott Highmark

[21:15] - "I want to help high-capacity people pursue success, but also pursue significance and move beyond success as the world would define it and truly align their values and their wealth to what we call true significance." - Scott Highmark

[24:49]- "When you can truly align your relationships, your legacy, your experiences, and your finances, that's true significance." - Scott Highmark

Links 

Scott Highmark on LinkedIn

Mosaic Family Wealth

Mosaic Family Wealth Email 

Outliers: The Story of Success by Malcolm Gladwell

Saint Louis Billikens

Tim Duncan

Bobby Knight

Damon Bailey

G League Ignite

Coach K

Benjamin F. Edwards

Tad Edwards

Halftime: Moving from Success to Significance by Bob Buford

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Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!