Rick Hellberg, CLU, ChFC, CFP, President & CEO of PeterAlexander Financial Services, joins hosts Herb Cohen and David Maola to talk about how he learned that he does not need to be perfect all the time and how that has impacted his career.

Jack Dempsey, CLU, ChFC, MA, General Partner at Dempsey Weiss & Associates, joins hosts Herb Cohen and David Maola to talk about how playing catcher in youth baseball parallels his role as "field general" at Dempsey Weiss. 

Lawrence Adamo, CLU, ChFC, REBC, CLTC, CFS, President of Lawrence Adamo Insurance Services, joins host Herb Cohen to discuss how the discipline he learned as a drummer translates into his practice and provides for his clients in a positive way.

Frank Spezzano, CLU, ChFC, MSFS, AEP, President of IRUS Advisory Corporation, joins hosts Herb Cohen and David Maola to discuss the imaginative, witty musicians he grew up around helps him identify with his entrepreneurial clients, allowing him to make sense of their wealth. 

Daniel White, CLU, ChFC, RICP, President at Daniel A. White & Associates, joins hosts Herb Cohen and David Maola to discuss how his competitive spirit benefits his clients and how working "half days", aka 12 hours, shows clients that they will always be there for them.

Michael Kirsh, CFP, CLU, Senior Advisor at Kirsh Financial , joins hosts Herb Cohen and David Maola to discuss how he brings the "old school" ethics he learned from his father to work every day. 

Bentley Heese, RICP, Retirement Income Consultant at Ash Brokerage, joins host Herb Cohen to discuss how the dedication and practice he put into his years playing alto saxophone prepared him for his career. 

Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using how coaches and mentors, including his father, have impacted his personal and professional life.

Robert Flood, CLU, ChFC, MSFS, Principal at LC Advisor, joins hosts Herb Cohen and David Maola to discuss how the confidence he gained during childhood helps him in working with clients to manage their risk in retirement.

Tim Hamilton, CFP, CIMA, CSLP, Senior Vice President at Atlas Private Wealth Management, joins hosts Herb Cohen and David Maola to discuss how youth sports, particularly football, helped him gain footing in his career by teaching him work ethic and how to connect with people.