Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

In this episode, Nathan and Liz Hwang discuss:

• How Liz learned entrepreneurship from a young age while watching her parents.
• Liz's passion for helping entrepreneurial women.
• The power of conversation and mentorship.
• Advice Liz would give her 20-year-old self.

Key Takeaways:

• You have to be quick to adapt to the changing environments in the business world.
• Put your family first, but don't forget about the importance of your business.
• The quality of connection, not the quantity, is what is important in all of your relationships.
• Have an understanding of your consumer to better develop your brand.

"Entrepreneurship has a way to make a better world for everyone in it." — Liz Hwang

Connect with Liz Hwang:

Facebook: www.facebook.com/Modern-Essentials-512755192549097/

Website: www.jacksonbags.com & www.modernessentialsdesign.com

Email: [email protected]

LinkedIn: www.linkedin.com/in/lizzehwang/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss:

• How Greg and Shaun came together to write The Financial Advisor M & A Guidebook.
• What drives a firm to consider M & A.
• How M & A can fuel growth plus facilitate succession planning.
• How people and culture define success.

Key Takeaways:

• Technology integration is critical in any M&A transaction.
• Don't underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction.
• Invest the time up front to clarify roles, define transition steps and set expectations.
• Be prepared for the unexpected.

"M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman

Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski

Connect with Greg Friedman:

Greg Friedman, Founder, CEO and President

Private Ocean

100 Smith Ranch Road, Suite 300, San Rafael, CA 94903

Company Website – www.privateocean.com

Company Facebook - www.facebook.com/privateocean/

Company Twitter - @_privateocean

Company LinkedIn - www.linkedin.com/company/private-ocean-wealth-management/

Email – [email protected]

Twitter – @GregFriedmanCEO

LinkedIn - www.linkedin.com/in/greg-friedman-cfp/

Connect with Shaun Kapusinski:

Shaun Kapusinski, MBA, HCS - Director of Operations

Sequoia Financial Group

Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333

Main Office Phone Number: 888 225-3777

Company Website - www.sequoia-financial.com

Company LinkedIn - www.linkedin.com/company/sequoia-financial-group

Email – [email protected]

Company Phone – 330 255-4349

Twitter – @shaunkap

LinkedIn - www.linkedin.com/in/shaunkapusinski/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Kathy Laurinaitis discuss:

• Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates.
• Kathy's career path and milestones.
• What it's like for Kathy to have her life showcased on a reality TV show.
• Advice Kathy would give to a 20-year-old self.

Key Takeaways:

• We learn through the challenges that are thrown at us.
• Let go and don't worry about being judged.
• Allow yourself to feel pain and reflect. Understand that bad days are part of the process and there is always light at the end of the tunnel.
• Take care of yourself – health is first – and enjoy the ride.

"Surround yourself with the right people." — Kathy Laurinaitis

Connect with Kathy Laurinaitis:

Kathy Colace Laurinaitis, Managing Partner & Founder

JBN & Associates, LLC

11111 North Scottsdale Rd., Scottsdale, AZ 85254

Twitter – @KathyColace

Personal LinkedIn - www.linkedin.com/in/kathycolace/

Company Website - www.jbnassociates.com

Company Facebook – www.facebook.com/TeamJBN/

Company LinkedIn - www.linkedin.com/company/jbn-&-associates-llc/

Email – [email protected]

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and De Lacy Davis discuss:

• The importance of teaching young people financial literacy.
• How becoming a police officer inspired De Lacy to give back to his community.
• The importance of mentorship and building the next generation.
• The signs of a great leader.

Key Takeaways:

• There is a hunger and need for children in poverty to access financial literacy tools and resources.
• The goal of servant leadership is to serve.
• Judge yourself by the leaders you helped create.
• Ask yourself, "What is my purpose? Am I fulfilling my purpose? What is my most recent evidence?"

"It gets me excited to see the impact of the lives I've touched." — De Lacy Davis

Connect with De Lacy Davis:

Twitter: @delacydavis

Website: familyorgdirectory.fmhi.usf.edu

Blog: delacydavis.blogspot.com

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Leslie discuss:

• The process of creating effective brand strategies.
• The Easy Button story.
• The challenges of balancing work and family.
• Advice for a 20 year-old Leslie.

Key Takeaways:

• A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to a consumer.
• When you're in a project and you don't feel success, power through.
• If you don't take yourself too seriously, magic can happen.
• Don't compare, play your own game, enjoy the process.

"Tackle big problems with great people." — Leslie Sims

Connect with Leslie Sims:

LinkedIn: @LeslieSims

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Bernie discuss:

• How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets.
• Bernie's career track in the investment industry.
• Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people.
• What opportunities Bernie sees for the future.

Key Takeaways:

• Amassing great teams filled with diversity builds a strong business.
• Mentors are available at all stages of life.
• Deal with problems head on. Bad news is best early and in great detail.
• Don't limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined.

"It's the people around us that make us great." — Bernie Clark

Connect with Bernie Clark:

Website: https://www.aboutschwab.com/leadership/bernard-clark

LinkedIn: @bernie-clark

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Amanda discuss:

• What attracts people to lululemon.
• Amanda's global career journey at lululemon.
• How vision and goals create a possibility mindset.
• Amanda's experience of moving out of a place of fear and into a place of trust.
• How the practice of yoga allows you to show up for yourself.

Key Takeaways:

• Be comfortable with self-inquiry - comparison to others gets in our way.
• Focus on the similarities we have with others, not the differences.
• Give without expecting anything in return.
• Set goals that are relevant for yourself and your values.
• Don't let fear of failure prevent you from pursuing possibilities.

"Anything is possible." — Amanda Casgar

Connect with Amanda Casgar:

Website: www.lululemon.com

LinkedIn: #amanda-casgar

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Nikki Raimi discuss:

• Nikki's life and career path.
• Networking companies and how they work.
• How Nikki went from a teacher, to a stay at home mom, to a running her own business.
• Lessons learned in being true to yourself and empowering others.

Key Takeaways:

• Making a clear plan and setting goals are the key.
• Stay true to yourself and take risks. Empower yourself, empower others.
• Being authentic is the key to success and connecting to other people.
• Know your 'Why?'

"My life is built on relationships." — Nikki Raimi

Connect with Nikki Raimi

LinkedIn - www.linkedin.com/in/nikki-raimi

Facebook Personal - www.facebook.com/nraimi

Email - [email protected]

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Alexis Glick: CEO of GENYOUth

In this episode, Nathan and Alexis Glick discuss:

• What motivates Alexis as CEO of GENYOUth
• Alexis' journalism career track through CNBC, The Today Show and Fox Business Network
• Her favorite interview.
• Lessons learned from her experience in journalism, philanthropy and leadership.

Key Takeaways:

• Everyone has a role to play to give back to society.
• Take opportunities to try new things and expand your horizons.
• Preparation is critical.
• Nurture relationships, stay connected, serve those around you.

"There is no perfect time. Now is the time." — Alexis Glick

Connect with Alexis Glick:

Twitter: @AlexisGlick

Website: www.genyouthnow.org

Website: www.alexisglick.com

LinkedIn: Alexis Glick

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Jessie Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Devlin Fenton: CEO of Go99

In this episode, Nathan and Devlin discuss:

- Go99's vision of being the Uber of the trucking industry.

-Devlin's path from South Africa to Vancouver.

-Common themes Devlin has observed in business.

-How investing in your people pays dividends.

-What Devlin is looking forward to.

Key Takeaways:

-Have the right people on your bus. Make sure the right people are doing the job that best suits their skillset and behaviors.

-Everyone has a skill, but behavior and habits that will impact success the most.

-There's no such as thing as the right time, the right politics, the right economic state, just do it. -

-Look for problems to solve.

-Find the balance between being all in and working hard, but living a fulfilled life.

"If you're young and hungry and you want to go out and make something, don't wait for the perfect time, just go do it." — Devlin Fenton

Connect with Devlin Fenton:

CEO - Go99

38 Fell Ave

North Vancouver BC V7S2V1

Canada

Website: www.go99.ca

Email: [email protected]

LinkedIn: www.linkedin.com/in/devlinfenton

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.