By Nathan Mersereau
5
2626 ratings
The podcast currently has 59 episodes available.
In this episode, Julie Colwell, Psychologist, Founder, and Director of the Evolutionary Power Institute, shares insights into redefining wealth beyond money. Julie discusses how energy, health and purpose play vital roles in living a fulfilled life. She emphasizes the importance of aligning personal energy with meaningful experiences, while also touching on the role of relationships and creativity in true wealth. Key Takeaways: (02:18) Money can be overemphasized, and it's easy to forget about other forms of energy. (02:45) We have a limited amount of energy, and how we invest it determines our return. (05:48) People often sacrifice their health to make money, but there should be a limit. (15:27) Without health, nothing else in your life can truly thrive. (16:48) Possibility makes life interesting and fun — it’s essential for long-term fulfillment. (18:30) Creativity allows you to access new ideas and possibilities that keep life exciting. (24:12) True wealth has nothing to do with money; it’s about meaning and purpose. Resources Mentioned: Julie Colwell - https://www.linkedin.com/in/julie-colwell-67a966264/ Evolutionary Power Institute - https://www.linkedin.com/company/evolutionary-power-institute/ The Energy of Money by Maria Nemeth
- https://energyofmoney.com/ Gay and Katie Hendricks' Work - https://hendricks.com/
Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. Thanks for joining us for the latest episode of Day in a Canoe. If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.
#FinancialPlanning #PersonalGrowth #Work-LifeBalance
In this episode, Nathan and Kathy discuss:
Key Takeaways:
“Being yourself with people you are sensitive to, can be magic.” — Kathy Wiseman.
About Kathy Wiseman: Kathy Wiseman is the Founder of Working Systems Inc and Partner at Navigating Systems, the Brown Center for the Study of Family. Kathy’s interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change.
Connect with Kathy Wiseman:
Connect with Nathan Mersereau:
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009
In this episode, Nathan and Mark discuss:
Key Takeaways:
“One of lessons that I learned from the guy that recruited me into the business… when you close a deal, take 25% of your commission and somehow get it into the real estate business.” — Mark McLaughlin.
About Mark McLaughlin: A visionary leader in the real estate industry for more than 20 years, Mark McLaughlin’s success is founded in collaboration, early adoption of technology applications, open communication and a keen emphasis on fact-based decisions. He has been highly effective in building dynamic organizations and developing successful business partnerships by establishing clear, measurable objectives for his team and clients. McLaughlin personally directs key strategic initiatives with intense passion and draws on various experiences to achieve elite performance. By the time Compass had acquired Pacific Union in 2018, McLaughlin had grown the San Francisco-based brokerage’s sales volume from $2.2 billion in 2009 to more than $14 billion, ranking as the 5th-largest residential real estate brokerage in the US. At mid-year 2020 the business was on pace for $20 billion in sales volume in 2021. McLaughlin has been at the forefront of industry innovations by enabling his real estate professionals to have a voice in which marketing and educational programs allow them to best serve their clients and grow their businesses. These initiatives have shaped his companies’ service offerings and put cutting edge tools in the hands of every team member to better serve their clientele. McLaughlin was named San Francisco Business Times top CEO in 2017, was honored as RISMedia CEO of the year in 2013 and has been consistently recognized by Inman News and the T3 Swanepoel rankings as one of the top 10 most influential industry executives. Under his leadership, Pacific Union International was named Christie’s International Real Estate Affiliate of the Year, in 2013, and Top Real Estate firm in the world by the International Properties Awards in London in 2018.
Connect with Mark McLaughlin:
Connect with Nathan Mersereau:
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009
In this episode, Nathan and Breck discuss:
Key Takeaways:
“Art is about context, and the reason why art is in our museums is because it resonates with a moment in time.” — Breck Kling
About Breck Kling: Breck is an Acquisitions and Collection Management Specialist and Fine Art Consultant that has been with Heather James Fine Art since 2017. He spends his time between Palm Beach Florida and Jackson Hole Wyoming. First introduced to HJFA as a collector, Breck’s collection includes works by Robert Rauschenberg, Chuck Close, Takashi Murakami, Yoshimoto Nara, and Dana Schutz. He was a longtime board member of the Memorial Art Gallery, Rochester, NY, and was an advisor to the first VOLTA art fair in Basel, CH, in 2005. Breck has sat on the board of his family’s foundation (www.wilsonfdn.org) for over 25 years and he is also a co-founder and a trustee of Silicon Couloir, a network for entrepreneurs based in Jackson Hole.
Breck’s passions are art and meeting new people. He spends the majority of his time meeting new collectors and helping clients navigate collecting decisions . Breck’s perspective as a collector and decades of experience in the artworld offers his clients unique insights at any stage in their collecting process. Breck has also assisted collectors in selling works by Claude Monet, Jackson Pollock, Pat Steir, Andy Warhol, Willam de Kooning, Louise Bourgeois, Robert Motherwell, Yayoi Kusama, Takashi Murakami, James Rosenquist, Alexander Calder, and Zao Wou-Ki among others.
Breck spends winters in Palm Beach and enjoys time with his two kids, golf and recently discovered pickle ball.
Connect with Breck Kling:
Connect with Nathan Mersereau:
In this episode, Nathan and Chris discuss:
Key Takeaways:
“If you’re going to fail, fail fast. Don’t spend millions of dollars to fail, spend hundreds of thousands.” — Chris Hessler
About Chris Hessler: Chris Hessler is a serial entrepreneur, with multiple successful exits, who has launched 12 Advisory Boards throughout his career (mostly because he needed talent/experience he couldn’t afford to hire). Previously, Chris was an Operating Partner at Alpine Investors, and is currently Executive Chairman of Linkwell Health, bringing his extensive network to the platform.
Connect with Chris Hessler:
Connect with Nathan Mersereau:
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009
In this episode, Nathan and Mykolas discuss:
Key Takeaways:
“Be ethically non-negotiable in business. There are plenty of shortcuts that can be had in business, whether it’s in hiring, whether it’s firing, restructurings, dealing with clients; all of those things exist and I have never found it advantageous to even think about the shortcuts because the right way is almost always the best way to build a business.” — Mykolas Rambus
About Mykolas Rambus: Mykolas Rambus is a data and technology leader from Detroit, with a passion for great teams, new ventures, and doing the improbable. Mykolas is Co-founder and CEO of Hush, a new service dedicated to helping families take back control of their financial, physical, and reputation security. Previously, Mykolas was General Manager of Equifax’s marketing services division, a business unit engaged with thousands of clients ranging from Fortune 25 to SMB’s, providing IXI data exchange, digital, and highly regulated credit marketing data and insights. He is a frequent commentator on data and technology, has presented at numerous conferences, and been interviewed by CNBC, CNN, BBC, Bloomberg, Financial Times, Thomson Reuters, the New York Times and more. Mykolas studied at the Massachusetts Institute of Technology, where he concentrated his undergraduate studies on Operations Research, Information Technology, and Urban Studies and Planning.
Connect with Mykolas Rambus:
Connect with Nathan Mersereau:
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009
In this episode, Nathan and Desirée discuss:
How mentorship at an early age can unlock young people’s potential
Leveraging the education you get in all areas of life, not just within the classroom
The benefits of having a purpose-driven company and social enterprise, going beyond business
How to attract and retain young talent within your organization through a defined purpose-driven approach
The intention behind money - how does it become the support system of your values and impact on the world
Key Takeaways:
One’s childhood is pivotal, it has the potential to determine how a person’s growth journey will unfold. It is a time when people may meet a teacher, a coach, or a mentor that ignites that spark for them to go on to do great things.
McKinsey's research says that 70% of people say that they define their purpose through their work. People are now associating their personal brand with their place of work and the career they have.
Having a purpose-driven company that’s focused on initiatives such as corporate social responsibility and sustainable practices will not only attract and retain talented recruits, they will also attract investors.
The purpose of money isn’t just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others.
"It's really important to understand that these days in order to attract and retain young talent, you have to have some type of purpose behind what you do. " — Desirée Bombenon
About Desirée Bombenon:
Desirée Bombenon is the CEO and Chief Disruption officer of SureCall Contact Centers Ltd. She has over 30 years of business operational experience and strategic leadership. Awarded RBC’s Women’s Entrepreneur for 2020, Ernst & Young 2019 Entrepreneur of the year for the Prairies in Communication Technology, she is a bold innovator, futurist, and purpose-driven leader. Her portfolio includes business strategy, social enterprise, and culture building. Desirée was named WXN Canada’s Top 100 Most Powerful Women for 2020, 2017, & 2016. She is an active member of a number of organizations including YPO and International Women’s Forum and has chaired several industry boards and focus groups.
Connect with Desirée Bombenon:
Twitter: https://twitter.com/DesireeBombenon
Website: https://www.surecallcc.com/
LinkedIn: https://www.linkedin.com/in/desireebombenon/?originalSubdomain=ca
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, 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 Ian discuss:
Discovering essential qualities of effective leadership in any economic climate.
Identifying your boundaries and learning the importance of seeking expert insight.
Grasping the crucial role of trust-building and valuing connections in your professional life.
Cultivating a team-competitive mindset and learning from past errors.
Comprehending the importance of seeking balance and incorporating diverse perspectives.
Key Takeaways:
Master the art of cultivating trust with clients and fellow team members.
Delve into the search for harmony in business, sensory input, and personal well-being.
Embrace the power of team competition as a springboard for collective achievement.
Find ways to remain grounded and steadfast in the face of societal division.
Learn why consistent leadership is pivotal in tackling unpredictable challenges.
“You want to be the person that the most talented people in the business, not just in your company, want to work for.”
- Ian Muir
About Ian Muir
Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives.
Connect with Ian Muir:
Website: https://advisorservices.schwab.com/content/ian-muir
LinkedIn: https://www.linkedin.com/in/ian-muir-8152705/
Twitter: https://twitter.com/Schwab4RIAs
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, Suite 310
Bloomfield Hills, MI 48304
Show notes by Podcastologist: Chelsea Taylor-Sturkie
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Cyrus discuss:
The importance of mobility in our lives
The possibility of flying cars in the near future
Hurdles to advancement in the mobility space
Making your entrepreneurial journey an adventure
Key Takeaways:
Not many are aware of how pivotal mobility is in our lives today. Improving systems of delivery could literally save lives. An example of this is using mobility for blood delivery to remote locations.
Flying cars have always been conceptualized as the mobility of the future and right now, close to 600 companies are developing their own version. It will not be too far into the future until we have many working models.
The biggest hurdle to drone delivery and functional flying cars in the modern age isn’t the lack of technological advancement, but the lack of certification and permission from aerial authorities. Airspace is dangerous, so safety should be the number one priority for companies developing their technologies.
Life is all about going on meaningful adventures with the people you enjoy spending time with. Going on adventures can mean taking risks and pursuing a path less traveled. Incorporate this mindset in your business to have a fulfilling journey towards success.
"Go on meaningful adventures… and do it with people you enjoy spending time with." — Cyrus Sigari
About Cyrus Sigari: Sigari is Co-founder and Managing Partner of UP.Partners, a venture capital firm supporting companies that are creating technologies that help move people and goods cleaner, faster, safer and at lower cost - on the ground, air, sea, and space.
Connect with Cyrus Sigari:
Website: https://up.partners/
LinkedIn: https://www.linkedin.com/in/cyrus-sigari-0218401/
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, 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 Dan discuss:
The power of connection
Gathering gems of wisdom and sharing with others
Setting goals beyond yourself
Advice Dan would give to a younger self
Key Takeaways:
Connection is powerful. When you take the time to be present in the moment and connect with people, you’ll be able to see impact.
Remember the wisdom and opportunities people gave you in your journey. Gather these gems and make it your goal to one day also impart wisdom to others so they may achieve success too.
As you grow in your career, make it your responsibility to help people outside of your own bubble. Success and progress gives you the opportunity to support others.
Everyone doesn’t always think like you or want to see you win. Be aware of yourself during these times of challenge. You still have to push forward.
"I not only had people that gave me opportunities, but I also had people that gave me time, knowledge, and advice. To look back, those gems added up over the years. Keep gathering those gems, as you grow older, you recognize the responsibility to give those gems back to others." — Daniel Russell, Sr.
About Daniel Russell, Sr.: Daniel is the Vice President of national corporate sales at Trion Solutions. He is also an internationally recognized public speaker, motivator, and influencer. Dan has several years of experience in banking and finance and is involved in many charitable causes.
Connect with Daniel Russell, Sr.:
Email: [email protected]
Website: https://www.relyontrion.com/
LinkedIn: https://www.linkedin.com/in/daniel-russell-sr-b6373627/
Connect with Nathan Mersereau:
Email: [email protected]
Phone: 248-645-1520
Website: www.dayinacanoe.com
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.
The podcast currently has 59 episodes available.