Change Your Mindset

"We are strategic co-creators; that is the magic of crystallization when someone sees the brilliance in you, writes it down, and shares it with you" Theresa Rose.

Our guest today is Theresa Rose, with 20+ Years of consulting, marketing, and business management experience, drives Theresa's strategic thinking, creativity, and sound foundational frameworks. Her career has included senior management roles in marketing and product development for a Fortune 100 company and high-growth startups. In addition, as a former Community Builder and Head of Thought Leadership for an executive network, Theresa has seen the challenges of growing a thriving business based on personal intellectual property and how to amplify it for maximum income and impact strategically.

Theresa Rose brings a wealth of wisdom on the power of strategic marketing. A business grows when finding solutions to the world's problems by finding passion in your own life that motivates you to bring your best.

Each of us can create a memorable picture model of who we are from 3-5 words that we can come up with from so much verbiage that can give us a more transparent and more precise goal of what we want and how we can succeed with this in mind. This gives you a comprehension of the actions you must focus on to achieve your goal.

Listen to this and so much more in the episode; petermargaritis.com

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“No matter what happens during your travel, do not lose it at the people you need help from.” Jennifer Elder

Our guest for today is Jennifer Elder, CSP, CPA, who works with proactive leaders and organizations that want to survive, thrive, and adapt to rapid change, risk, and disasters by developing aggressive and positive strategies to stay ahead of the competition, make intelligent decisions, stay ethical, and continually add value.

In her effort to make a difference, Jennifer has traveled a lot for work and gives insight into some of the experiences that she has gone through. What makes a difference in driving one own travel smoothly and more accessible are some of the dos and don’ts of travel.

One of the take always from this conversation would be doing your best to be as humane as possible whether you are traveling or handlings clients who are traveling.

Listen to this and so much more in the episode; petermargaritis.com

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“You have to layer your voice to make anything you do uniquely you.” Bill and Don Tomoff

Bill and Don Tomoff share a passion for helping others based on their career experiences, interest, and personal/professional growth. They use their #TwinzTalk and #TwinzTechTip hashtags for tips that will help others evolve their skills, awareness, and mindset on development, enabling others to become stronger people and contributors to the world around them!

ChatGTP, according to the twins, is about learning for you to help others learn, which is why they advocate for it. It’s about making things easy for the user. The good news is that ChatGPT can be applied in all the fields as long as you custom-make it for your own needs.

Listen to this and so much more in the episode; petermargaritis.com

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“Your mind sometimes hijacks your emotions to think the worst-case scenario in order to protect yourself. You need to reclaim your mind in order to be in control.” Jay Sukow

Jay began teaching for Second City in 2010 and teaches in both the Improv and Conservatory programs. He is also a facilitator with Second City Works, teaching improv to business professionals to drive behavior change. Previously, he was on faculty at The Second City Chicago, iO Chicago, and ComedySportz Chicago. He is the co-host of “Improvcast with Jay and Landon” and currently performs around town with the group Zer0 H0ur with Bill Chott and Jay Sukow, as well as the monthly show Improv Famous. He has over 25 years of experience as a leader.

As an Improv leader and coach, Jay speaks about the dynamics of living the future and having a standard that we can never live up to instead of living in the moment and the “now.” A difference in how we look at the world shifts our focus from our failures into the zone of learning and growing.

We will always have stressors in our lives, and instead of avoiding them, we need to learn how to deal with them because we all have seasons and ups and downs; just because it happens now doesn’t mean that it will be the same forever. However, always having a positive mindset in all situations will lead you to a happy and more content life, both personally and professionally.

 Listen to this and so much more in the episode; petermargaritis.com

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"Exposure to financial planning at an early age gives people an edge on their finances that can open their minds in understating numbers in the future." Chris Panagiotu

Chris is a CERTIFIED FINANCIAL PLANNER Professional and a Certified and Chartered Retirement Plans SpecialistSM (CRPS®, conferred by College for Financial Planning). In addition, he holds the following licenses with LPL Financial: series 7 and series 66. In 2020, Chris was recognized as a Five Star Wealth Manager* by the Seattle Times.

Outside the office, Chris hosts the podcast "CAPitalize" (available on Spotify), roots for his Oregon Ducks, and, most importantly, loves spending time with his wife, Stephanie. He gives thanks to God for every blessing that comes his way.

Christopher, the CAP in CAPitalize, investment journey began when he was ten years old. Over the years, he has grown his business by going beyond just having clients and investing in the same platforms he recommends to his clients.

Chris learned that in the journey of being a financial planner, personal touch when dealing with your clients is better. Please get to know your clients before engaging them on their needs. In most cases, the planning process is usually in reverse. According to Chris, you start with the market and the trends before you understand the client's needs since, in most cases, the clients also do not know what they need in investment.

Simple language that every person can understand is the key to getting more clients, retaining your clients, and getting referrals for your business. Chris is big on understanding his client's passion, which makes him want the best for his clients and the outcomes they can receive.

Listen to this and so much more in the episode; petermargaritis.com.

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"As much as we need technical skills in the business world, soft skills are even more important." Nick Lozano

Today's guest is Nick Lozano who is a technology professional who has a love for digital media. He co-hosts a podcast called >Lead.exe, which is for anyone who wants to level up their leadership skills and enhance their careers. ​ As someone in Tech, you need soft skills because you will have to sell yourself and the business to your clients and potential prospects. So much as we need technical skills in the business world, softer skills are even more critical.

During the initial talks about Tech, Nick brings about the analogy of building a house; you can make it as high as you need to go, as big as you want, or it can be a simple one-room house and still be great. The complex sides of technology can be a headache, especially for someone outside the industry. Nick's soft skills make it easier to understand the technical side of technology in a fun way.

The audience you present to will determine how you will do your presentation for your message to go through. This is even more so when you have a paid sponsorship and must make the audience get the news across. Sometimes being simple and precise works better than using jargon.

Making mistakes is part of the process, and I know there is room for failure, but the lowest point is if you fail once, learn from it; this is how you gain experience. The downside is that if you are making mistakes and you aren't learning from them, you are wasting your time and energy. Be prepared for how you will receive feedback, which will broaden your perspective on issues. All feedback is there to build you; the good and the bad appreciate everyone who will give it to you.

Nick humorously shares his story and experiences making this a unique and fantastic interview to begin the year.

Listen to this and so much more in the episode; petermargaritis.com.

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“Yes...but, Yes…and, the first disrupts the thoughts flowing while the latter connects an idea already forming.” Peter Margaritis

In today’s episode, Peter Margaritis continues his series on: Take a Load Off: Stress relievers for overwrought leaders. Peter shows how Business Improv is a tool that all leaders need to master to learn how to overcome pressures that come from business.

Awareness is one way that can help you develop confidence and help you overcome stress. Being aware of your environment can help you control your involvement in any situation, enabling you to manage and control your reactions to different triggers.

Being prepared in any circumstance adds a layer of confidence. You may not be able to foresee the unexpected, but you can be ready for the curves that may come your way. Without being prepared, in most cases, you are more concerned about anxieties and the stress of not binge prepared.

As Peter shares with us the rest of the tools he believes can help manage stress for leaders, he gives fantastic examples of different stages that help drive the points home.

Listen to this and so much more in the episode at petermargaritis.com.

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“Stress is not always bad; it can motivate us into positive, meaningful actions.” Peter Margaritis

In today’s episode, Peter Margaritis begins his series on: Take a Load Off: Stress relievers for overwrought leaders. He also shows how Business Improv is the way to go when facing uncertain situations and changes in the business world.

When trying something new, always try it with a beta test on people you are sure will give you honest feedback before taking it to the market. Peter gives an example of how something he hadn’t thought about previously became one of the most successful business decisions for 2020. Something set up to be educational also turned out to be entertaining, enjoyable, and a bonding session to learn.

What makes you happy? What doesn’t make you happy? What stresses you? Stress is part of our everyday lives. It comes from the good, the bad, and the in-between. Stress is an opportunity to make a change and make a positive outcome in the long run. Stress can help you add value to your life and business.

Peter shares some of his tools to manage stress into a positive outcome.

Listen to this and so much more in the episode at petermargaritis.com.

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“Negotiation is not a fight but a collaboration. Prepare more than memorize.” Peter Margaritis

In today’s episode, Peter Margaritis continues his on Unscripted Give-and-Take and how to use Business Improv to resolve disputes and negotiate deals. Going for an all-in approach is not an excellent way to begin a business with someone you are trying to build a relationship with.

You have the tools you need to have a win-win outcome in a negotiation. The beginning of every conversation is a smile that disarms the other party. Your smile needs to be genuine. You may not get everything you need, but you will get the chance for future business opportunities.

Humanizing the conversation during negotiation creates an atmosphere of calm and respect so that both parties can feel comfortable no matter the outcome. Do not manipulate the other party to get them to make your point. You can show them the benefits of what you are telling them to their goals and agenda, which makes the relationship last longer.

Preparedness during negotiation is better than memorizing facts and figures for that table. Adapt to the changing moods and turns at the table, and do not follow a written-in-stone script; you will fail.

Peter gives excellent tips on what to look for at the table during negotiation.

Listen to this and so much more in the episode at petermargaritis.com.

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