Ever Upward Podcast

In this solo episode, Jarrod Arnold provides a general update and recaps the last nine episodes of the Ever Upward Podcast. He shares personal updates about his wedding, honeymoon, and some very big announcements you won't want to miss. Jarrod also discusses the theme of life coming at you fast and reflects on the major events and accomplishments in his life. He then goes on to summarize each of the nine previous episodes, highlighting the main topics and takeaways.

Takeaways

• Investing in a support group can have a significant impact on personal growth and success.
• Finding passion within your career is possible, even if it wasn't your initial choice.
• Overcoming imposter syndrome and stepping outside of your comfort zone can lead to personal growth.
• Understanding the insurance market and mitigating risk is crucial for businesses.
• Providing a great customer experience is essential for business success.

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

In this episode Lindsey Major, Chief Experience Officer for the Mechanical Licensing Collective (MLC), discusses her unique journey into the music industry and the role of the MLC in collecting and distributing royalties to rights holders. She explains that the MLC was created as a result of the Music Modernization Act and is responsible for administering the blanket license for digital audio mechanical royalties. Lindsey emphasizes the importance of customer experience in the music industry and highlights the difference between customer experience and customer service. She also discusses the challenges of balancing the diverse desires of the customer base and the importance of understanding customer mindsets. In this conversation, Lindsey Major discusses the importance of customer experience and how it impacts business success. She emphasizes the need for businesses to understand their customers' needs and motivations in order to create personalized and meaningful experiences. Lindsey also highlights the role of automation in customer service and the importance of balancing automation with human interaction. She shares insights on how small businesses can prioritize customer experience and offers advice on keeping teams motivated and focused on delivering exceptional service. Lastly, she discusses the concept of continuous improvement and the importance of evaluating and evolving customer experience strategies.

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

Join Jarrod Arnold and Paul Steele on the Ever Upward Podcast as they dive deep into the challenges and trends shaping the insurance market, particularly in the dynamic landscape of Florida. Unpacking the factors driving the surge in insurance rates, from the severity of claims to the soaring costs of building materials, they provide invaluable insights into navigating these complexities. Delving into the crucial role of reinsurance and the far-reaching impacts of litigation funding on liability claims, they underscore the importance of proactive communication and seeking trusted insurance guidance. Explore the nuances of the property insurance market in Florida, including the hesitancy of carriers to underwrite policies in high-risk states and the profound influence of hurricanes on insurance rates. Through candid discussions and expert analysis, discover actionable strategies for safeguarding your assets and thriving amidst the evolving risks of the insurance industry. Tune in to the Ever Upward Podcast for a comprehensive exploration of the ever-changing insurance landscape and actionable insights for securing your financial future.

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

In this conversation, we're joined by guest, Sean Casey, a tech entrepreneur, to explore his background and journey in the tech industry. We touch on topics such as introversion, building teams, imposter syndrome, and the importance of being adaptable. Sean shares his experiences with imposter syndrome and how he has learned to embrace it and be open about it. He emphasizes the value of diverse teams and the importance of caring about the mission of the organization.

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Jarrod Arnold and Graham Gilreath discuss the importance of finding one's passion and purpose in their career. They explore the journey of discovering one's career path and how it can evolve over time. The conversation also explores how individuals can find passion and joy in their work, emphasizing the importance of self-reflection and understanding personal strengths. It concludes with a discussion on cultivating employees and supporting their career paths, as well as the balance between instant gratification and long-term satisfaction. The episode ends with a mention of a future episode on the CRE lending market.

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Nate Salas shares his insights on the value of service and community involvement. He emphasizes the importance of authenticity and doing it for the right reasons. Nate encourages individuals to overcome fear and take action, highlighting the need to show up with intent. He also discusses the significance of utilizing one's talents and finding opportunities to make a positive impact. Nate emphasizes the power of collaboration and the importance of overcoming scarcity thinking. Lastly, he offers advice for those looking to get back into community involvement after a break.

Connect with Jarrod

This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Jake Powell discusses the importance of personalization in financial planning and the role of time in investing. He also explores the changing landscape of financial planning and the concept of becoming a personal family CFO. The conversation highlights the power of listening and the importance of budgeting in achieving financial goals. Jake addresses the challenges of navigating the dopamine culture and emphasizes the role of a trusted advisor in providing guidance and coaching through emotions in financial planning. In this conversation, Jake Powell discusses various aspects of personal finance and financial planning. He emphasizes the importance of managing risk and perception, finding balance in financial decisions, and the role of a financial advisor. He also touches on the topic of trust in financial planning and provides insights into understanding Bitcoin and digital currency. Lastly, he highlights the significance of awareness and emotional decision making in financial matters.

00:00 Introduction and Setting the Stage

00:45 The Importance of Personalization in Financial Planning

03:04 The Changing Landscape of Financial Planning

04:31 Becoming a Personal Family CFO

05:20 The Misconception of Universal Financial Advice

06:33 The Power of Listening in Financial Planning

09:26 The Importance of Budgeting

14:07 Finding the Right Budgeting Approach

20:07 Navigating the Dopamine Culture

21:41 The Role of a Trusted Advisor

26:38 The Importance of Authenticity and Trust

29:20 Coaching Through Emotions in Financial Planning

30:24 Managing Risk and Perception

33:12 Finding Balance

39:56 Finding a Financial Advisor

46:13 The Role of Trust in Financial Planning

47:23 Understanding Bitcoin and Digital Currency

51:06 Awareness and Emotional Decision Making

52:20 Getting in Touch with Jake Powell

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

Chris Meece shares his journey of resilience and overcoming challenges, from surviving Hurricane Katrina to multiple brain surgeries. He discusses the importance of getting to know people quickly and the impact of culture in the workplace. Chris emphasizes the value of clear communication, setting expectations, and creating a culture of care and accountability. He also highlights the parallel between leadership and parenthood, emphasizing emotional predictability and the importance of pulling rather than pushing. Chris looks forward to continuing his career, building his network, and creating a fulfilling life with his family.

03:13 Chris's Journey

06:08 Resilience and Overcoming Challenges

08:15 The Renaissance Period at Ramsey Solutions

35:34 Autonomy and Flexibility in the Workplace

39:54 Instilling Principles in Family Life

42:55 Building Autonomy and Flexibility within a Team

45:11 Getting in Touch with Chris

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

Recap

Join us in this engaging conversation with Ben Moore, a seasoned physical therapist and entrepreneur, as we delve into the crucial aspects of entrepreneurship. Discover the importance of recognizing and addressing pain points, while aligning your business with a clear mission and vision. Ben shares invaluable insights on the four pillars of health – sleep, nutrition, stress management, and movement – and how they contribute to entrepreneurial success. Learn the power of authenticity, self-care, and building a supportive community. Explore practical strategies for achieving goals without relying solely on willpower, and uncover essential reading recommendations for personal and professional growth. Tune in for actionable advice to elevate your entrepreneurial journey.

Takeaways

- Assessing and addressing pain requires listening and understanding the individual's experience and goals.

- Aligning business with mission and vision helps create a customized plan of care and a higher impact for patients.

- The four pillars of health - sleep, nutrition, stress management, and movement - are essential for overall well-being.

- Authenticity, self-care, and finding a community or coach are crucial for personal and professional growth.

- Focusing on the mundane and automating habits can lead to long-term success.

- Avoid relying solely on willpower and create systems and processes for sustainable change.

- Recommended books for personal and professional development include 'Outlive', 'Atomic Habits', and 'I Hear You'.

00:00 Introduction and Background

03:09 Assessing and Addressing Pain

08:16 Aligning Business with Mission and Vision

11:34 The Four Pillars of Health

20:21 Taking Care of Yourself and Finding Community

25:28 The Value of the Mundane

30:44 Avoiding Reliance on Willpower

37:37 Recommended Books

41:05 Conclusion

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

Hosted on Acast. See acast.com/privacy for more information.

Recap

In this conversation, William George shares his background and journey to Excelsior Capital. He discusses the state of the real estate market, focusing on the impact of interest rates and liquidity on buyer and seller dynamics. William explains how Excelsior's investment thesis has evolved over the years, with a shift towards buying properties at a good basis and focusing on organic growth of net operating income. He also provides insights into the deal process and the importance of having a defined investment thesis.

Takeaways

• The real estate market has experienced a slowdown in activity due to changes in interest rates.
• Excelsior Capital's investment thesis has shifted towards buying properties at a good basis and focusing on organic growth of net operating income.
• The deal process involves screening potential opportunities based on location, building quality, tenant concentration, rent roll, and debt market availability.
• Having a defined investment thesis is crucial for staying disciplined and making informed investment decisions.

00:00 Introduction and Background

03:27 State of the Real Estate Market

08:48 Evolution of Excelsior's Investment Thesis

38:42 Importance of Investment Thesis

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

For more insight on the current state of the commercial real estate market, check out Excelsior Capital's recent blog post HERE.

Hosted on Acast. See acast.com/privacy for more information.