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

In this episode, Nathan and Steve Moeller discuss:

• An objective and subjective element to quality of life
• Remembering what makes you happy
• Delegating dreadful activities
• Our ability to have a positive emotional state

Key Takeaways:

• There is both an objective and subjective element to quality of life. Once you figure out the objective stuff, then you can figure out the subjective part more. Happiness is just one part of quality of life.
• We're not very good at predicting what will make us happy, but we're good at remembering. Staying happy is all about looking into those things, people, events, or places that made you happy and bringing more of it into your life.
• Ask yourself these two questions: "what lights you up and generates energy in your life?" and "what are the things that bring you down?" Do more of what lights you up and do less of what brings you down. Try to delegate the things you dread doing to someone who likes doing it.
• Your ability to be positive is determined by three parts. The first is the unchangeable part of how you're built, this covers 50%. 10% is determined by what's going on around you and 40% is determined by our attitudes, opinions, beliefs and values.

"It's really simple. Just identify the things that in the past have put you in a positive state and organize to do more of that. Figure out those things that have put you in negative states and organize your life to do less of that." — Steve Moeller

About Steve Moeller: He began his career as a freelance magazine and advertising photographer. He often photographed fashion and celebrities, including Clint Eastwood and Doris Day.

In his early 30's he decided that he wanted to do something more significant than take pictures of pretty things and people. After going through career counseling, he accepted a position as a representative for an investment company. He called on financial advisors in Southern California, Arizona, and New Mexico, honing my speaking and sales skills by making 15 to 25 group presentations every week.

In 1989,he founded American Business Visions, LLC (ABV), a publishing, training, and consulting company to help entrepreneurs build profitable businesses. Since then, he has inspired, trained, and coached thousands of self-employed professionals and small business owners to build profitable companies that support a high quality of life.

Steve has also helped several national companies transform their top investment sales people into more client-centered retirement advisors, increasing their productivity, income, and work satisfaction.

In 1999, he founded Endorphin Zone New Media to share his research on human flourishing with people from all ages and walks of life.

In 2014, he co-founded Blue Dolphin Investment & Retirement Strategists, a firm that applies his research to help their clients flourish in retirement. To accomplish that goal, they combine the science of flourishing, life coaching, scenario planning, financial advice, and wealth management.

Connect with Steve Moeller

Website: http://www.stevemoeller.com/

Email: [email protected]

Phone: 530-652-4081

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: Justine Talla

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

In this episode, Nathan, Haith and Henry discuss:

• Turning into the needs of your customers
• The importance of tenacity and determination
• Know your "why?"
• Building a business with purpose

Key Takeaways:

• Keep a pulse on what it is your market or clientbase needs. Don't let yourself be stuck on what service you want to provide, but learn to implement services that clients want you to provide.
• Dedicate yourself to getting it done - whatever needs to get done. Bring everything into the fight and refuse to quit. Tenacity and determination is the key.
• Things almost never go the way we want it to and that's why it's important to know why you're doing what you're doing. Your purpose will be a reference point for times when you feel the lack of motivation to move forward.
• Go beyond material success. Chase success with purpose and passion in mind. The meaning of your legacy lies in the lives of the people that you've impacted positively.

About Haith and Henry Johnson: They are a husband and wife team who own LeHost Hair and Wigs. They have been in the beauty industry for over 30 years and believe that passion, purpose and service should guide how you spend your time every day.

Connect with Haith and Henry Johnson:

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

Website: https://www.lehosthair.com/

LinkedIn: https://www.linkedin.com/in/henry-johnson-79831620/

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: Justine Talla

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

In this episode, Nathan and Ed Morton discuss:

• The fulfillment of giving back
• Learning from your mistakes
• Importance of building trust in any organization
• Leadership is influence

Key Takeaways:

• In every step of the way, consider those that have yet to reach where you are and help them along. We have a responsibility to give to others the opportunity that we have been given.
• Don't waste your mistakes. There's a valuable lesson to be learned in each one. Experience is one of the best teachers.
• In any organization, it's important that there is cohesiveness, trust, accountability, and equality. See that each member is as important as the other and that everyone is doing their job, including the leader.
• Leadership is influence, it isn't about telling people how to do their job, it's about reminding them why and giving them the resources to accomplish their individual mission.

"None of us will accomplish our mission unless all of us believe in what we're doing." — Ed Morton

About Ed Morton: He is an accomplished executive and leader, from serving in the military to working as CEO for NCH Healthcare system, to being a portfolio manager to serving on a number of boards. Ed resides in Naples, Florida and is actively involved in the community.

Connect with Ed Morton:

LinkedIn: https://www.linkedin.com/in/edward-morton-3a1a2612/

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: Justine Talla

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

In this episode, Nathan and Marcus discuss:

• The importance of media presence
• Winning at what you want
• Building your dream, career, or business
• Importance of accountability in keeping your word

Key Takeaways:

• Video is becoming more and more important. Think about how your authentic identity can appear in public and social media.
• Win at something that energizes you. Struggle will happen, so it's better to struggle and move in a direction you want to go towards.
• When building your dream, build it brick by brick, focus on the day to day. Be a person of your word and always give value to people. Surround yourself with people that can get things done.
• When you fall short of keeping your word, own it, communicate with the person that trusted you. Be there to take responsibility for what happened and be honest.

"Keeping your word is probably just as important, you need people to trust you, trust your word and it means something to a lot of people. Those who have the ability to influence what you're doing need to know that they can trust you." — Marcus Lewis

About Marcus Lewis: He is the President of Full View Productions, a full-service video production company in Detroit, Michigan. They work with their clients to develop top-notch ideas, direct film productions, and orchestrate post-production — ultimately, setting their clients apart from the competition.

Connect with Marcus Lewis:

Website: https://fullviewpro.com/

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

Instagram: https://www.instagram.com/fullviewproductions/

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

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: Justine Talla

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

In this episode, Nathan and Vinay discuss:

• Being ready when opportunity unfolds
• The trap of setting conditions for your happiness
• Minimizing regrets in life
• Avoiding the burden of expectation

Key Takeaways:

• Some people say that life is all about drive, setting goals, and attaining success but in life, opportunity can lead to doing something you didn't plan for but end up enjoying anyway.
• Don't fall into the trap of "I won't be happy unless I get ____". Putting conditions for your own happiness will only set you up for disappointment, discontentment, and unhappiness.
• Minimize your regrets in life. Don't be stuck trying to live a life that others want you to live.
• Don't let yourself be burdened by expectations, either from others or yourself. Carve your own path and live your own life the way you want to.

"It's healthy to have a goal, but it's just a guide - it's not an end-all-be-all… if you try something new and it doesn't work but you learn something in the process, that in itself is fulfilling. " — Vinay Tolia

About Vinay Tolia: Experienced Chief Executive Officer with a demonstrated history of working in the cannabis and investment industries. Skilled in Venture Capital, Options, Investment Banking, and Asset Management. Strong business development professional with a BA and BSE from The University of Michigan.

Connect with Vinay Tolia:

LinkedIn: https://www.linkedin.com/in/vinay-tolia-5163622/

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: Justine Talla

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

Doug Speight: Leaving a Legacy

• In this episode, Nathan and Doug discuss:
• How entrepreneurship takes curiosity
• Leaving a legacy
• Approaching each day with humility
• Taking care of our ecosystem

Key Takeaways:

• Entrepreneurship takes a certain degree of curiosity - a love for learning new things and making new solutions for unaddressed problems.
• At some point, everyone's has to think about what legacy they'll leave behind. How will you like to leave this earth better than you found it?
• Approach each day with humility. You don't know everything, so keep your mind open to the new ideas of experts and innovators in your field.
• Your company does not exists in a void, there's a whole ecosystem that it relies on it. It's not somebody else's responsibility to take care of this ecosystem, but the responsibility of every member in it, including you.

"A brilliant statement that stuck with me for my entire career: go where they, the competition, aren't." — Doug Speight

About Doug Speight: He is a tech startup founder, Innovation Commercialization Director for universities, NASA and DOE research labs, and Entrepreneur-In-Residence at Co.Lab and CODE2040/Google. He is also an Angel Fund Director, a Co-inventor in additive manufacturing, a startup addict and last but not the least, a playful dad.

Connect with Doug Speight:

Twitter: https://twitter.com/DougSpeight

Website: https://annextechpartners.com

LinkedIn: https://www.linkedin.com/in/doug-speight-91b1932/

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: Justine Talla

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

In this episode, Nathan and Tom Graney discuss:

• Aligning life plans and investment plans

• Importance of focusing on client needs

• Why listening is so important

• Learning from your clients

Key Takeaways:

• The most important thing we could do is to help people identify their life goals and objectives and match those goals with their investment plans.

• Always consider the client's comfort level with various strategies. For example, you can explore ways to plan for a family's financial needs while at the same time meeting philanthropic goals.

• Listen and ask questions, avoid assuming or dictating without understanding their entire situation or learning about their investing philosophy.

• Look forward to learning from your clients. Approach each meeting with curiosity and humility, while also giving them sound ideas and providing tools that will help them succeed.

"The biggest mistake that's made in our industry is that we tell… we don't listen enough." — Tom Graney

About Tom Graney: He is a Senior Wealth Advisor at Planning Alternatives with a mission to serve clients' best interests. He works with high net worth individuals, families and executives to develop successful wealth plans that meet their current and future goals and aspirations. His direct experience managing both client relationships and teams of financial consultants has given him a broad set of skills in the financial services industry . He has served on multiple non-profit boards and has learned that to be part of a community it is important to be involved and give back.

Connect with Tom Graney:

LinkedIn: https://www.linkedin.com/in/tom-graney-cfp®-7b891323/

Phone: 239 450 5903

Email: [email protected]

Address: 649 Fifth Avenue South, Suite 221, Naples, FL 34102

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: Justine Talla

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

In this episode, Nathan and Jack Uldrich discuss:

• How to be a futurist?
• The challenge of unlearning
• Trends to keep an eye on
• Importance of being aware of risks

Key Takeaways:

• Anyone can be a futurist, different people can take different paths into becoming one as long as you are curious about the future, are concerned about the world making it to the best possible outcomes, and are committed enough to your ideas that you're willing to take action.
• People can understand what is coming next, what they have a really hard time doing is letting go of what they have always known. Unlearning takes humility, curiosity and a willingness to not only ask questions but to get better at asking better questions.
• Here are some trends to keep an eye on: cryptocurrency, artificial intelligence, quantum computing, satellite technology, the internet of things, and 3D printing robotics. And one of the most fascinating thing about all this is that it's not going to be just one technology that transforms the world, it's going to be a convergence of multiple technologies.
• We need to be more accountable and more responsible about the creation of technology. People need to ask more questions about possible negative implications of technology. It is only through this process of looking also at the dark-side of technologies can we ensure that we can create the best future possible.

"So many people are unafraid of uncertainty that fear locks them in and that keeps them from embracing the immense possibility of the future. " — Jack Uldrich

About Jack Uldrich: He is a well-recognized global futurist, speaker, and author of eleven books, including award-winning best sellers. He is a frequent speaker on technology, change management and leadership and has addressed hundreds of corporations, associations and not-for-profit organizations on five continents. He regularly makes television appearances on the Science Channel's "FutureScape" program and the Discovery Channel show "Inside Out," and is a frequent guest on major media outlets, including CNN, CNBC and National Public Radio.

Jack is also an ongoing contributor on emerging technologies and future trends for a number of publications, including The Wall Street Journal, Forbes, Wired Magazine and BusinessWeek.

Jack is a former naval intelligence officer and Defense Department official. He served as the director of the Minnesota Office of Strategic and Long-Range Planning under Minnesota Governor Jesse Ventura. His most recent book is Foresight 20/20: A Futurist Explores the Trends Transforming Tomorrow and his forthcoming book is Business as Unusual: How to Future-Proof Yourself Against Tomorrow's Transformational Trends, Today.

Connect with Jack Uldrich:

Twitter: https://twitter.com/jumpthecurve

Facebook: https://www.facebook.com/Jumpthecurve.net

Website: https://jackuldrich.com

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

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

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: Justine Talla

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

In this episode, Nathan and Jennifer discuss:

• The demand for mental health services
• De-stigmatizing conversations around mental health
• Contributions of women in leadership
• What makes Lightfully Behavioral Health unique

Key Takeaways:

• The arrival of the pandemic exacerbated existing mental health issues in many people. The demand for mental health services has significantly increased.
• To de-stigmatize conversations about mental health, try to gradually practice vulnerability and openness with your loved ones.
• Cultivating a nurturing, highly collaborative and highly communicative environment in the workplace is the optimal for people in mental health care profession.
• Bring solutions that work based on evidence. Demonstrate efficacy of treatment through data, show how someone improves through treatment.

"Be open, make that connection with your loved one. Do your best to be vulnerable." — Jennifer Steiner

About Jennifer Steiner: As Chief Executive Officer of Lightfully Behavioral Health, Jennifer is responsible for leading Lightfully's vision, mission and culture. Jennifer has a history of excellence in healthcare delivery and a proven track record of success. During the last decade, Jennifer has been actively creating positive change in mental health on a national scale. She is passionate about improving the standards of care in mental health by maintaining an intense focus on clinical quality, fostering collaboration and accountability, and facilitating innovation. Jennifer holds an MBA from the University of Michigan's Ross School of Business and earned her undergraduate degree in liberal arts from The Colorado College. She lives in Santa Barbara with her family, including her golden retriever, Mochi. She enjoys running, yoga, learning and the beautiful California shoreline. Jennifer is also the founder of "Lead Like a CHIQ", a movement she created that promotes the power of authentically female leadership.

Connect with Jennifer Steiner:

Website: http://www.lightfully.com/

Twitter: https://twitter.com/LightfullyBH

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

Instagram https://www.instagram.com/lightfullybh/

YouTube: https://www.youtube.com/channel/UCf_p9h-dpubADwhp_DrMP9w

LinkedIn: https://www.linkedin.com/in/jennifer-steiner-b9a58810/ | https://www.linkedin.com/company/lightfullybehavioralhealth

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: Justine Talla

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

In this episode, Nathan and Jeffrey Kleintop discuss:

• How Jeff develops and maintains his knowledge base
• Communication learnings
• Developing a global perspective
• Maintaining a sense of discovery each day

Key Takeaways:

• Utilize technology to keep a pulse on world events and to keep collaboration with other people going.
• Focus on the audience, getting asked questions is a good indicator that they are completely engaged in the topic. Use imagery and compact your sentences with long pauses in between to help your audience catch up and digest what you're saying.
• Recognize opportunities that show themselves, don't think about what could go wrong but what could go right - it may very well be the right step towards your own growth.
• Be motivated by a sense of discovery, cultivate a deep sense of curiosity about the world and about people.

"Don't be afraid of making mistakes, try not to minimize risks - take smart risks and don't be afraid of the occasional setback." — Jeffrey Kleintop

About Jeff Kleintop: As Managing Director and Chief Global Investment Strategist at Charles Schwab, Jeffrey is responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications. He provides research, commentary, and actionable insights to Schwab's client-facing teams and the firm's Investor Services and Advisor Services clients.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career, he was chief investment strategist at PNC Wealth Management. Cited in The Wall Street Journal as one of "Wall Street's best and brightest," Jeffrey frequently appears on CNBC, Bloomberg TV, and CNN, and is often quoted in The Wall Street Journal, Barron's, and the Financial Times.

Connect with Jeff Kleintop:

Twitter: https://twitter.com/JeffreyKleintop

Website: https://www.schwab.com

LinkedIn: https://www.linkedin.com/in/jeffrey-kleintop-36427a9/

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: Chelsea Taylor-Sturkie

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