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

Rumia Ambrose-Burbank: Co-Founder and President of VMS365

In this episode, Nathan and Rumia Ambrose-Burbank discuss:

-How VMS365 - Vendor Management Solutions 365 - started and its focus today.

-Rumia's background, career path, and milestones.

-Challenges of being a female minority business owner.

-What motivates Rumia today and why she wants to give back.

Key Takeaways:

-Be self-reflective – be willing to take the advice, or at least consider the advice, you are given by your mentors

-Be around people who are focused, or you won't be focused.

-Have resolve to work and do a good job.

-The world isn't going to change and morph around you in a day, so sometimes you need to adjust to survive

-Don't be afraid to say yes if you think you can do something. Do everything you can to figure out how to do it.

"At the end of the day, it's relationships. And you can't build a relationship until people are comfortable." — Rumia Ambrose-Burbank

Connect with Rumia:

LinkedIn: Rumia Ambrose-Burbank

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.

Ruth Zukerman: Co-Founder of SoulCycle and Flywheel

In this episode, Nathan and Ruth Zukerman discuss:

• How spinning can be a cathartic mind-body experience.
• Ruth's career path, milestones and lessons learned.
• Ruth's launch of her book: Riding High
• What Ruth would tell young female entrepreneurs.

Key Takeaways:

• People carry stresses and baggage throughout the day. Look for ways to offload these issues for yourself.
• Things don't always go the way you plan. Everything doesn't need a fix in the moment.
• We are constantly reinventing ourselves as we go through our life and career.
• Make sure you really, truly, believe in your business idea. Make sure it inspires you and there will be no doubt it will inspire others.

"When you're going through a difficult time and when you are experiencing failure of something, it's so important to know that sometimes you just have to sit with the discomfort, and sit with the failure, and sit with all the thoughts that come with it and not necessarily do anything in that moment."— Ruth Zukerman

Connect with Ruth Zukerman:

Twitter: @RuthFlywheel

Facebook: Flywheel Sports

Book: Riding High: How I Kissed SoulCycle Goodbye, Co-Founded Flywheel, and Built the Life I Always Wanted

Instagram: @ruth_flywheel

LinkedIn: Ruth Zukerman

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.

Mark Tibergien: CEO, Pershing Advisor Solutions

In this episode, Nathan and Mark Tibergien discuss:

• BNY Mellon and Pershing Advisor Solutions.
• The importance of organizational adaptation to change.
• Mark's career path and milestones.
• The importance of people management.
• Making an impact through financial literacy.

Key Takeaways:

• Find ways to differentiate. Focus on who you serve instead of what you sell.
• The greatest experience you've had anywhere is the same experience you want everywhere.
• If you are going to be building an organization with superior talent, you first must be conscious of the nature of the work. Be clear what excellence looks like in each position.
• You cannot motivate people, you can only demotivate them.
• Commit to things that you believe will make a lasting impact.

"Your best employee is more important than your most important client." — Mark Tibergien

Connect with Mark Tibergien:

Twitter: @MarkTibergien

Website: www.pershing.com/biographies/mark-tibergien

Email: [email protected]

Book: The Enduring Advisory Firm – Mark C. Tibergien and Kimberly G. Dellarocca

LinkedIn: www.linkedin.com/in/marktibergien

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

uite 200

Jason Raznick: CEO & Founder of Benzinga

In this episode, Nathan and Jason Raznick discuss:

• What is Benzinga and who they serve.
• How the Benzinga name was created.
• Jason's career path and milestones.
• How Jason navigates hiring and growth.
• Three words describing Jason's startup journey.

Key Takeaways:

• Look to solve problems with ideas, content and planning.
• Having a great team in place is key to building a successful company.
• Don't stress over things you can't control.
• Jason's 3-step test: best case scenario, worse case, what are obstacles?
• Focus on how you can impact your outcome by setting goals.
• It is okay to fail. Just do better the next day.

"You have to ignore the noise and focus on what you can impact." — Jason Raznick

Connect with Jason Raznick:

Twitter: @JasonRaznick

Website: https://www.benzinga.com/

LinkedIn: https://www.linkedin.com/in/jasonraznick/

Phone: (877) 440-3464

Address: Benzinga

One Campus Martius

Suite 200

Detroit, MI 48226

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

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Jessie Taylor

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

Stuart DePina: Group President Envestnet | Tamarac

In this episode, Nathan and Stuart DePina discuss:

• How Envestnet | Tamarac differentiates itself.
• Stuart's career path and milestones.
• Lessons learned through determination, opportunities and failure.
• The Tamarac story and Great by Choice book.
• Stuart's motivation and what he'd tell a 20 year old self.

Key Takeaways:

• Be curious. Always look for solutions to advance the organization and mission.
• Some of the best learnings come out of failure.
• Not every metric is meaningful. Know what is important to measure.
• Stay narrow, stay focused and stay disciplined to differentiate your company.
• Make sure your people understand that they matter.

"What drives me every day is getting up and helping people be successful." — Stuart DePina

Connect with Stuart DePina:

Stuart DePina, Group President Envestnet | Tamarac

701 Fifth Avenue, 14th Floor

Seattle, WA 98104

Chicago (Headquarters)

35 East Wacker Dr., 24th Floor

Chicago, Il 60601

Website - www.envestnet.com

Email - [email protected]

Twitter - @ENVDePina

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

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: Danielle Taylor

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

Howard Behar: Former President of Starbucks

In this episode, Nathan and Howard Behar discuss:

• How did the servant leadership model evolve in Howard's story?
• Howard's career journey.
• What is servant leadership all about?
• How mentors are important to have in every aspect of life.

Key Takeaways:

• Servant leadership is putting others agenda above your own.
• Anything you set your mind to you can accomplish.
• It doesn't matter what your politics are it is not okay to put people down.
• You get the most out of people when you respect and inspire them.
• Servant leadership is about actions not words.

"Everyday I want to nurture and inspire the human spirit beginning with myself first and then others." — Howard Behar

Connect with Howard Behar:

Website: http://howardbehar.com/

Email: [email protected]

Book: Howard's fist book- It's Not About the Coffee

Howard's New Book- The Magic Cup

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

Bloomfield Hills, MI 48304

Show Notes by Show Producer: Danielle Taylor

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

Tanya Hall: CEO, Greenleaf Book Group

In this episode, Nathan and Tanya Hall discuss:

• How Greenleaf Book Group helps authors get published.

• What motivated Tanya to publish Ideas, Influence and Income.
• What components are necessary for a successful book launch.
• Tanya's career path, lessons learned and principles applied.

Key Takeaways:

• Authors should pick the right partners to ensure their project is successful.
• If you want to advance your ideas, look to solve a problem in a new way or bring a fresh perspective to light.
• Engage your team around core values.

"Look for ways to create constant growth." — Tanya Hall

Connect with Tanya Hall:

Twitter: @tanyahall

Facebook: https://www.facebook.com/Greenleaf-Book-Group-104627692032/

Website: https://greenleafbookgroup.com/

Email: [email protected]

Book: IDEAS, INFLUENCE, AND INCOME

LinkedIn: https://www.linkedin.com/in/tanyajhall/

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

Bloomfield Hills, MI 48304

Show Notes by Show Producer: Danielle Taylor

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

Ellyn Davidson: President, Brogan & Partners

In this episode, Nathan and Ellyn Davidson discuss:

• Who is Brogan & Partners.
• Pivotal moments in Ellyn's career.
• How a mentor influenced Ellyn.
• How dealing with cancer created a new perspective on life.

Key Takeaways:

• Focus on creating a healthy culture when you take over a business.
• As a mentor, allow the mentee to do things on their own, but be available when they need your help.
• Do not micromanage your employees; instead guide your employees.
• Don't sweat the small stuff.

"We should never take ourselves too seriously but we should take our clients very seriously." — Ellyn Davidson

Connect with Ellyn Davidson:

Twitter: @ellynd

Phone Number: (248) 341- 8211

Website: https://brogan.com

Email: [email protected]

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

YouTube: https://www.youtube.com/user/BroganSpots

LinkedIn: https://www.linkedin.com/in/ellyndavidson/

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 show producer: Danielle Taylor

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

Mark Moses: CEO and Founder, CEO Coaching International

In this episode, Nathan and Mark Moses discuss:

• What is CEO Coaching International?
• Why should you go with your gut?
• Be careful who you hire.

Key Takeaways:

• Hiring people like yourself can be dangerous.
• Hire top talent that fits your culture.
• Figure out what you want in life and business.

"If these people don't live your values and you are misaligned by the values of your business, it won't work. " — Mark Moses

Connect with Mark Moses:

Twitter: @CEOCoachMark

Website: www.ceocoachinginternational.com

Email: [email protected]

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

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 show producer: Danielle Taylor

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

Anthony Venus: CEO and Co-founder, YayPay

In this episode, Nathan and Anthony discuss:

• What is YayPay?
• What are some of the defining moments that brought you to where you are today?
• Where did the name YayPay originated?
• How have you used the idea would I spend a day in a canoe with you in your business?

Key Takeaways:

• What goes up does come down.
• Timing is associated with success.
• Listen to the market.
• In business the rules are always changing and the game never ends.
• Persistence pays off

"I actually think that a lot of success is simply putting your head down and plowing on through." — Anthony Venus

Connect with Anthony:

Twitter: @Ant_Venus

Website: www.yaypay.com

Email: [email protected]

LinkedIn: LinkedIn Anthony

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter:@NathanMersereau

LinkedIn: Nathan's Profile

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

Bloomfield Hills, MI 48304

Show Notes by Show Producer: Danielle Taylor

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