Delegate That! Podcast

In this episode of the Delegate That! Podcast, Frederick Hubler, founder of Creative Capital Wealth Management Group (CCWMG) and Forbes contributor on alternative investments, shares how business owners can move beyond traditional stocks and bonds to build endowment-style portfolios. From retainer-based financial planning to a tax mitigation program with a 100% money-back guarantee, Frederick breaks down how to organize illiquid assets, say no to shiny objects, and delegate financial complexity without losing control. Listen now on all major platforms!

"The superpower that builds wealth is saying yes to what others avoid, but the superpower that scales it is learning when to say no."

Meet the guest: Frederick Hubler is the Founder and CEO of Creative Capital Wealth Management Group (CCWMG), a firm specializing in alternative investments since 2003. A Certified Wealth Strategist, Forbes contributor, and registered NFLPA Financial Advisor, he helps entrepreneurs access institutional-grade assets, from private equity to real estate. He is also the author of The Contrarian Code.

What you will learn:

• (00:00) Highlight
• (01:34) Introduction
• (03:12) Alternative investments
• (10:01) Organizing your portfolio
• (21:18) Onboarding clients
• (31:42) Building the right team
• (33:47) Workflows and systems
• (40:36) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* Zentrix Insights

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of the Delegate That! Podcast, Blake Dailey, CEO of Stayvest and founder of Hotel Launch, shares how he scaled from a single Airbnb unit to nearly 10 boutique hotels through value-add acquisition and strategic delegation. A former U.S. Air Force Acquisitions Officer, Blake breaks down the systems, leadership principles, and team structures that allow hospitality investors to build passive income while stepping back from day-to-day operations. Listen now on all major platforms!

"Delegating full ownership of a business function, not just the task, is what creates room for growth and new opportunities at the top."

Meet the guest: Blake Dailey is the CEO of Stayvest and founder of Hotel Launch, focused on value-add boutique hotel acquisition, renovation, and management. A former U.S. Air Force Acquisitions Officer and USAFA graduate, he scaled from a single Airbnb unit to nearly 10 boutique hotels across top destination markets. He helps investors find, fund, and operate boutique hotels to build passive income through hospitality real estate.

What you will learn:

• (00:00) Highlight
• (01:44) Introduction
• (02:27) Air Force background
• (06:34) First hires
• (13:01) Systems and brand
• (14:54) KPI tracking
• (26:19) Military leadership
• (31:59) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* ZentrixOS

* Zentrix Insights

* WiseVAs

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of the Delegate That! Podcast, Christopher Wilson, CEO of EyesOver Technology and named Pollster of the Year by the AAPC in 2022, shares how he went from building polling models for presidential campaigns to building AI-driven systems that help executives see market shifts in real time, before they show up in revenue or the press. He breaks down why polling is a trailing indicator, how micro-influencers outperform mega-influencers for values-driven brands, and the three roles every company needs to actually act on intelligence, not just collect it. Listen now on all major platforms!

"The shift from operator to executive is the hardest and most important professional evolution."

Meet the guest: Christopher S. Wilson is the founder of WPA Intelligence and CEO of EyesOver Technologies and Stratus Intelligence. Named Pollster of the Year by the American Association of Political Consultants and Technology Leader of the Year by Campaigns & Elections, he built WPA Intelligence from a one-person shop into the largest firm of its kind in politics over 25 years. Today, he leads AI-driven public opinion and decision intelligence platforms.

What you will learn:

• (00:00) Highlight
• (01:16) Introduction
• (02:03) Polling roots
• (04:30) Discovering AI sentiment
• (08:30) Real-time intelligence
• (13:02) Getting team buy-in
• (21:53) Real-world examples
• (26:23) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

* Zentrix Insights

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of the Delegate That! Podcast, Dr. Jeff Donatello, founder of Center for Wellbeing and Donatello Regenerative Services, shares how he built and pivoted multiple businesses by staying ahead of industry trends, embracing a 1099 sales model, and delegating with precision. From closing four practices amid medicine disruption to leading 60 independent reps in the regenerative medicine space, Dr. Donatello reveals the mindset and systems that keep him moving forward. Learn how to see the iceberg before it hits, build resilient teams, and grow by letting go. Listen now on all major platforms!

“Nothing ever happens to you; it happens for you.”

Meet the guest: Dr. Jeff Donatello leverages his 30+ years of experience in healthcare to enhance patient care through cutting-edge regenerative biologics solutions. A specialist in Regenerative Therapy and Functional Medicine, he focuses on addressing the root causes of chronic pain and inflammation. He is CEO & Co-Founder of Center for Wellbeing, a clinic specializing in chronic pain and inflammatory conditions in Portsmouth, New Hampshire, and of Donatello Regenerative Services, connecting MDs, NPs, and other healthcare providers with the highest quality regenerative products and innovative technologies.

What you will learn:

• (00:00) Highlight
• (01:26) Introduction
• (04:07) Pivoting under pressure
• (08:30) Multiple revenue silos
• (15:52) 1099 sales model
• (19:13) Coaching your team
• (24:15) Delegating compliance
• (26:07) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* Zentrix Insights

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of Delegate That! Podcast, Tim Winter, President and Founder of Paradigm Homes, shares lessons from nearly two decades of building and leading residential construction businesses. He explains how delegation, systems, and the right hires help owners move from being trapped in daily operations to leading with clarity. Tim also discusses common mistakes builders make and how coaching accelerates growth. Learn practical insights to reclaim time and build a stronger business. Listen now on all major platforms!

“You’re still owned by the business instead of you owning the business, and that cycle can only change when systems and leadership are intentionally developed.”

Meet the guest: Tim Winter is the President and Founder of Paradigm Homes, a design-build firm serving the Washington DC Metro and Charleston markets. With a background at a national homebuilder, Tim has spent nearly two decades building residential businesses rooted in strong systems, leadership, and delegation. He also leads a consulting platform supporting construction entrepreneurs. 

What you will learn:

• (00:00) Highlight
• (01:12) Introduction
• (03:07) Career beginnings
• (07:01) Leadership lessons
• (10:03) Letting go
• (11:11) Key hires
• (13:23) Consulting vision
• (30:31) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* ZentrixOS

* WiseVAs

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of Delegate That! Podcast, Andrea Carpenter, President of The Transition Strategists and a business succession guide, explains how entrepreneurs can prepare their businesses for future transition. She shares practical frameworks for succession planning, people alignment, and long-term decision-making. Andrea highlights why transition is a journey, not an event, and how clarity creates better outcomes for owners, families, and teams. Learn how to build a transferable business with intention. Listen now on all major platforms!

“Owners who remain the center of every decision unintentionally limit a business’s ability to operate independently and transition effectively.”

Meet the guest: Andrea Carpenter is President of The Transition Strategists and a business succession guide supporting family-owned and privately held businesses through thoughtful transition. As a successor herself, she focuses on people-first strategies that align owners, successors, and teams. Andrea also hosts the Your Next Gen Friend podcast, supporting rising leaders in successful families. 

What you will learn:

• (00:00) Highlight
• (01:13) Introduction
• (03:47) Owner readiness
• (06:42) Early planning
• (09:29) Intentions matter
• (13:48) Advisor roles
• (17:48) Transition design
• (30:32) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of Delegate That! Podcast, Sean Foster, Chief Revenue Officer, investor, and advisor, shares lessons from decades of leadership across cybersecurity, technology, and entrepreneurship. He explains how structured frameworks, data-driven decision making, and intentional delegation support scalable growth. Sean also discusses mentoring future leaders, adapting skills across industries, and staying relevant in fast-changing markets. Learn practical insights to build stronger teams and reclaim strategic focus. Listen now on all major platforms!

“Growth accelerates when leadership shifts focus from individual transactions to repeatable systems that measure progress, define expectations, and support consistent execution.”

Meet the guest: Sean Foster is a seasoned Chief Revenue Officer, investor, and advisor with over 25 years of experience in cybersecurity and enterprise technology. He has led global revenue teams, supported high-growth companies, and advised founders on go-to-market strategy. Sean also works with venture capital firms and emerging leaders across industries. 

What you will learn:

• (00:00) Highlight
• (01:03) Introduction
• (03:34) Cyber evolution
• (05:31) Growth framework
• (07:15) Leadership pillars
• (10:10) Using data
• (11:28) Developing talent
• (28:28) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of Delegate That! Podcast, Alex Velazquez, Managing Director at Horizon Advisors and CPA, explains how business owners can delegate financial operations without losing control. He shares how structured financial reporting, cash forecasting, and the right team design improve decision-making, reduce stress, and support sustainable growth. Listen now on all major platforms!

“If you are the one doing all the work well, you are still trapped because you are trading time for money and never creating real freedom.”

Meet the guest: Alex Velazquez is a Certified Public Accountant and Managing Director at Horizon Advisors, where he leads technical accounting, financial reporting, and fractional finance services for growing companies. With a background at KPMG in the United States and Brazil, Alex helps business owners apply enterprise-level financial discipline to improve delegation, cash visibility, and strategic decision-making. 

What you will learn:

• (00:00) Highlight
• (00:42) Introduction
• (02:44) Financial visibility
• (06:11) Business creation
• (10:47) Owner mindset
• (12:54) Delegation systems
• (18:22) Time audits
• (39:56) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of Delegate That! Podcast, Matt Donnelly, co-owner of the Home Experts For You Real Estate Team at Keller Williams Realty, shares how delegation, systems, and trust drive long-term business growth. He explains building scalable teams, separating ownership roles, and using structure to reclaim time while running multiple companies. Listen now on all major platforms!

“If time is divided between businesses, neither one can receive what it needs.”

Meet the guest: Matt Donnelly is a real estate professional and entrepreneur based in the Greater Philadelphia area. A graduate of La Salle University, he is co-owner of the Home Experts For You Real Estate Team and leads both sales and property management operations. His work focuses on building structured teams, long-term client relationships, and operational efficiency. 

What you will learn:

• (00:00) Highlight
• (01:11) Introduction
• (03:12) Team growth
• (05:44) New opportunities
• (09:00) Partner balance
• (10:15) Operating systems
• (12:03) Time priorities
• (29:29) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

In this episode of Delegate That! Podcast, Dr. Daniel Shin, founder of Cereus Real Estate and practicing surgeon, explains how delegation enables business growth without sacrificing professional fulfillment. He shares how building teams, using virtual assistants, and focusing on outcome-based leadership support scalable real estate investing. Listen now on all major platforms!

“It all starts with the mindset, and you have to get over the concept that you must do everything yourself.”

Meet the guest: Dr. Daniel Shin is a urologic surgeon, real estate investor, and founder of Cereus Real Estate. He helps physicians and professionals build wealth through passive investing while maintaining demanding careers. His work focuses on delegation, team building, and long-term financial strategy. 

What you will learn:

• (00:00) Highlight
• (00:46) Introduction
• (04:13) Team building
• (06:58) Fund structure
• (10:23) Deal evaluation
• (13:30) Marketing support
• (19:26) Managing assistants
• (28:14) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs