Conversations that Count

"Are you thinking about everything you could be doing all the time?" The one thing we can control is hard work and no matter how hard we work life is going to throw challenges our way. Just as Elliot writes in his new book Driven we it is imperative that we rise to those challenges and push through with hard work. Elliot has a diverse upbringing bringing this lesson full circle!

Elliot H Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects.

Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa

County & Congregation B’nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, a top-tier Financial Advisory Firm, and Partner in Prosperity Wealth Management, he has led his organizations to be actively involved with many charities as this has been a lifelong theme.

Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have

touched thousands of families and is having a major impact on the lives of our teens and parents.

In this episode we cover what it means to be a mentee. There are very specific criteria in order to receive the most value from mentorship. This consists of things such as being Open To Feedback, Proactive, A strong work ethic, being a goal setter and a great Communicator!

In this episode we talk about how it is never too late to think about retirement. There is no certain income that you need to make in order to retire as a millionaire. It is about the sacrifices we are willing to make on the way and what decisions we make. It is important to work with financial individuals who care for the person first and getting the business second. Understand why we want to reach a certain level of wealth and what that means for the rest of our life. The sooner the better, but it's never too late either. The important part is to START.

Aaron Oskey is the CEO and lead Advisor for Lakeview Financial Consultants. Aaron brings over 20 years of investment management, mortgage and banking experience.  

He graduated from Cornerstone University in Grand Rapids where he studied Economics and graduated with high academic honors.  He started his career helping his family run their construction business then transitioned into working for a golf marketing company where he helped professional golfers find sponsorships.  After that Aaron transitioned to the mortgage industry where he learned some valuable insight on the banking world.   He then was able to incorporate his clients into help managing their money and became an advisor to help them long term.  

With all that experience it has enabled him to help clients all over the United States plan, invest and enjoy their wealth.  

He prides himself with excellent service and a family like atmosphere in serving his clients.

Aaron is a golf and basketball enthusiast and spends his free time coaching a youth basketball and baseball team.  

Aaron is married to Christina who is a High School Math teacher and has 2 children, Nadia and AJ. 

You can reach Aaron at:
248-845-4776
[email protected]

In this episode we begin our partnership series. Before we start looking for partners and mentors we have to know what our values are. It is hard to find a mentor to model ourselves after if we are unsure of what is truly important to us. In order for us to build relationships we have to know what we are looking for out of life and what is important to us which takes self reflection, an open heart as well as an open mind. In this episode I give examples of my own beliefs and what they meant to me when deciding my network  and relationships. I finish the episode by giving tips on how to discover what you value and why.

In our episode we discuss building relationships whether it be partnerships with our people or partnerships with our customers. Everything is all about solving problems and doing the greatest work for others while following your passion.

This episode is about the value of commitment. In this episode I talk about how to be successful with anything we have to be fully committed to it. Life is not worth living if we are not fully committed to living it. We only need a ton of backup plans or options if we are not fully invested in our current plans. The goal needs to be to go all the way just like the predecessors before us and those who hopefully come after. 

In this episode we talk about the value in accepting the good and bad about yourself. We discuss how important it is to embrace that and use it to ABS (Always Be Selling). Everything we do is a part of our brand and who we are. It is when we have that internal dialogue with ourselves accepting all of who we are that we make a truly great product! We also showcase Savanna's new single "With Me" and it releases August 18th, 2023 on all streaming platforms such as Spotify, Apple Music, Tidal, Pandora as well as many more!

Savanna Smith, Musician & Model at Rock Agency. Savanna is a 20 year old musician and model from Michigan. She’s been singing her whole life and now produces and writes her music. She writes music inspired by her dreams and nightmares. 

To learn more about Savanna Smith, visit:

Linktree:
https://linktr.ee/savanna.com?lt_utm_source=lt_share_link#309162562

Website:
https://www.therockagency.com/divisions/coming-soon/portfolios/savanna-smith

YouTube:
https://www.youtube.com/@savannamusic

"A lead (new client/customer) is like an ice cream cone on a hot summer day in the state of Texas." People are not going to wait for you to help them and if you do not someone else will. Too often are we treating people like they have to wait on our time before we will help them when at the end of the day anything worth doing is to provide a fantastic service. When someone reaches out they need help NOW and they need the assurance that they are a priority NOW not later. If you get someone's attention you can keep it forever. 

In this episode we talk about how no technology can replace the importance of relationships. Technology is only something that removes the roadblocks to having better relationships. The important questions are "how quick can I respond? How can I provide value? How can I have a 

conversation that counts with every person I speak to." These are just some of the questions we tackle here. The melding of great salesmanship and technology built around what people need rather than what we think we do. Learn from one of the greatest marketing professionals on the planet that learned how to use technology to help those around him run more effective companies and businesses!

Mark Weithorn, President Of DPI.As a marketing person, Mark has been teaching classes to real estate agents for the past 15 years at the Miami Association of Realtors. He also owns DPI Showcase, a company that produces websites for agents and brokers. Over the years Mark has taught over 30,000 agents different aspects of how to find buyers and get listings. His favorite class is “Surviving the first six months as a real estate agent.” This class is always full of people who have just received their license and are confused about what to do next. With Mark’s step-by-step method of teaching, these students walk away with a blueprint on how to earn a living as a real estate agent. 

To learn more about Mark, visit:

Website: https://dpishowcasewebsites.com

Instagram: https://www.instagram.com/dpirealestatewebsites/?hl=en

LinkedIn: https://www.linkedin.com/in/mark-weithorn-030473125/

Facebook: https://www.facebook.com/dpirealestatewebsites

YouTube: https://www.youtube.com/@DPIShowcaseWebsitesforRealtors

This episode is about why failing leads to success. In life we are often afraid to try new things. The key is beginning and being okay with failing. Life is not supposed to be easy and we are often going to fail at things more often than win which is okay. The real shame is never trying. Do not be the person who lives an unfulfilled life because you are afraid of trying. 

Failure is key to true success!