Greenwing Wealth Management: Feeling Elfish Podcast

Greenwing Wealth Management: Feeling Elfish Podcast

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Greenwing Wealth Management: Feeling Elfish Podcast episodes

  • Episode 12: Peighton Burke - RPM Insurance

    The conversation covers a range of topics, including the impact of technology on childhood, the influence of media and fear, the frustrations of bureaucracy, the misconception of sales, the qualities of a good salesperson, and the challenges of communication. The speakers also discuss their backgrounds and the impact of their upbringing on their current lives. The conversation delves into the nature vs. nurture debate in relationships, the role of adversity in building resilience, the importance of audacity for growth, and the recognition of personal ignorance. It also explores the values of independence in business, the impact of corporate interests, and the significance of human relationships in the age of AI.

    Takeaways

    • The influence of media and fear can shape our perceptions and behaviors.
    • Sales is about effective communication, listening, and finding mutually beneficial solutions.
    • The frustrations of bureaucracy can hinder efficiency and progress in various aspects of life. Adversity builds resilience
    • Independence fosters client-centric values

    Chapters

    • 00:00 Introductions and Background
    • 03:12 The Impact of Technology on Childhood
    • 06:05 The Influence of Media and Fear
    • 09:00 The Frustrations of Bureaucracy
    • 11:53 The Misconception of Sales
    • 14:46 The Qualities of a Good Salesperson
    • 18:02 The Challenges of Communication
    • 27:51 Nature vs. Nurture in Relationships
    • 29:27 Adversity and Resilience
    • 33:35 Audacity and Growth
    • 36:43 Recognizing Ignorance
    • 44:24 RPM Insurance and Independence
    • 47:10 Corporate vs. Independent Business
    • 51:20 Human Relationships and AI
    50 min
  • Episode 11: Gun Shack

    Noemi shares the story of how her and Lance started Gun Check, their experiences in the early days, and the importance of customer service and relationships in their business. Lee weighs in on the challenges of regulatory compliance and the impact of gun shows on their business. The conversation covers various themes, including customer relationships, employee dynamics, community involvement, industry challenges, and regulatory changes. It also delves into the personal experiences and perspectives of the speakers, providing insights into their roles and responsibilities within the firearms industry.

    Takeaways

    • Entrepreneurial Spirit
    • Customer Service
    • Regulatory Compliance
    • Gun Shows Customer relationships
    • Employee dynamics
    • Community involvement
    • Industry challenges
    • Regulatory changes

    Chapters

    • 00:00 The Beginning of Gun Check
    • 01:28 The Decision to Open a Gun Store
    • 02:26 Challenges of Starting a Gun Store
    • 03:56 Regulatory Compliance and Research
    • 04:56 The Importance of Customer Service
    • 07:21 Joining Gun Check and the Impact of Gun Shows
    • 17:04 Building Relationships and Marketing Strategy
    • 23:03 Early Days of Gun Check
    • 27:17 Favorite Aspects of Working in a Gun Store
    • 28:44 Building Customer Relationships
    • 29:13 Employee Dynamics and Competitiveness
    • 30:13 The Impact of a Driven Employee
    • 31:10 Sales Competition and Team Collaboration
    • 35:08 Community Involvement and Sponsorship
    • 38:10 Challenges During COVID-19
    • 51:22 Regulatory Changes and ATF Inspections
    55 min
  • Episode 10: Rob Viera

    The Feeling Elfish Podcast features a conversation between Austin Lane and Rob Viera, the executive pastor at Great Oaks Fellowship Church. The discussion covers topics such as community engagement, personal stories, the history of the Canary Islanders, and the transition from a career in EMS to ministry. The conversation also delves into the importance of relationships, faith, and the decision to move to Texas. The conversation with Rob Viera, Executive Pastor at Great Oaks Fellowship, delves into his journey of surrender, prayer, and finding his calling in full-time ministry. He shares insights on the importance of community, relationship with Christ, and the value of failure in personal growth.

    Takeaways

    • Community Engagement
    • Personal Stories
    • Transition from EMS to Ministry
    • Importance of Relationships
    • Faith and Decision-Making Surrender and Prayer
    • Community and Relationship with Christ
    • Value of Failure in Personal Growth

    56 min
  • Episode 9: Sarah Walters

    The conversation covers topics related to personal finance, credit repair, and financial education. It delves into the speaker's background, credit repair strategies, and common mistakes to avoid. The discussion also touches on the importance of financial education and the pitfalls of cosigning. The conversation covers a wide range of topics related to credit repair, business ownership, entrepreneurship, and the complexities of credit systems. It also delves into the development of a credit repair app and the challenges of building and repairing business credit. The discussion highlights the importance of education and understanding the nuances of credit and business ownership.

    Takeaways

    • Credit repair involves leveraging consumer protection laws and educating individuals on financial matters.
    • Cosigning is a common pitfall to avoid in personal finance.
    • Financial education is essential for making informed financial decisions. Credit repair app development
    • Importance of education in credit and business
    • Challenges of building and repairing business credit

    Chapters

    • 00:00 Background and Business
    • 00:57 Flipping Houses and Credit Repair
    • 01:38 Family and Moving
    • 02:08 Understanding Credit and Credit Cards
    • 03:28 Credit Card Usage and Payment
    • 04:27 Credit Limits and Balances
    • 05:32 Credit Reporting and Monitoring
    • 07:48 Credit Building and Credit Repair
    • 09:24 Credit Repair Process and Education
    • 10:00 Credit Bureaus and Credit Scores
    • 10:52 Building Credit and Common Mistakes
    • 13:47 Credit Repair Challenges and Pitfalls
    • 15:41 Financial Education and Cosigning
    • 19:56 Complexities of Business Ownership and Finances
    • 21:03 Development of a Credit Repair App
    • 22:27 Business Credit and Monitoring
    • 24:26 Entrepreneurship and Career Journey
    • 31:27 Understanding Business Credit
    • 36:34 Do-It-Yourself Credit Repair
    38 min
  • Episode 8: 5 Year Anniversary of GW with Aubrey

    The conversation reflects on the last five years, discussing the decision to go independent, the challenges of starting a new business, defining success and purpose, support from entrepreneurs, the transition to independence, the first year of business, and the struggles of growth and engagement.

    Takeaways

    • Reflecting on the journey of the last five years
    • The challenges and rewards of starting a new business

    Chapters

    • 00:00 Reflecting on the Last Five Years
    • 02:18 The Decision to Go Independent
    • 04:14 The Challenges of Starting a New Business
    • 07:05 Defining Success and Purpose
    • 08:21 Support from Entrepreneurs
    • 10:51 The Transition to Independence
    • 12:16 The First Year of Business
    • 35:06 The Struggles of Growth and Engagement
    41 min
  • Episode 7: Spread the Loaves

    The owners of Spread the Loaves share their journey from military life to bakery ownership, emphasizing community, creativity, and the joy of baking. They discuss the challenges, growth, and future plans for their business, highlighting the importance of passion and connection in entrepreneurship.

    Takeaways

    • Community Over Competition
    • Passion and Connection in Entrepreneurship

    Chapters

    • 00:00 The Journey to Bakery Ownership
    • 12:24 Expanding to a New Bakery
    • 19:06 The Joy of Baking
    • 36:15 Entrepreneurial Mindset and Community
    40 min
  • Episode 6: Mark Goldman

    Mark shares his background, transition from accounting to business coaching, and the emotional process of selling his business. He discusses the challenges of managing people and hiring, emphasizing the importance of hiring for culture fit. Mark also highlights the need for a shift in the hiring process to prioritize cultural fit over skill level. The conversation covers the topics of hiring, business growth, children's books, and financial literacy. It delves into the challenges of hiring, the importance of hiring before the need arises, and the risk and reward of business growth. It also explores the creation of children's books focused on financial literacy and the impact of instilling financial habits in children.

    Takeaways

    • Transition from accounting to business coaching
    • Emotional process of selling a business
    • Importance of hiring for culture fit over skill level Hiring before the need arises is a strategic move for business growth.
    • Financial literacy for children is crucial for instilling good financial habits early on.

    Marks Book Here: https://a.co/d/01IbulJz

    48 min
  • Special Episode: Audacity

    Austin reflects on the journey of his wealth management company over the past five years, expressing gratitude for the support received and acknowledging the internal tension of what's next for the firm. He emphasizes the value of money as a representation of potential, passions, and purpose, advocating for active decision-making in financial planning. Austin shares his vision of focusing on education and disrupting the financial services industry to empower clients and drive positive change.

    Takeaways

    • Money represents potential, passions, and purpose
    • Financial planning should focus on education and empowerment

    Chapters

    • 00:00 Behind the Curtain
    • 05:51 Purpose Beyond Transactions
    • 13:15 Lack of Education in Financial Services
    • 19:19 Hannibal's Audacity
    • 25:03 Agents of Change
    24 min
  • Episode 5: Sabrina McGowan

    The conversation covers Sabrina's background, family history, life in Washington D.C., and her return to Helotes. It delves into her role in the City Council, and the upcoming budget season. The importance of strategic planning and community engagement is highlighted throughout the discussion.

    Takeaways

    • Community Engagement
    • Budget Planning
    • Strategic Planning

    Chapters

    • 00:00 Importance of Strategic Planning
    51 min
  • Episode 4: Janice Morfin

    Janice Morfin discusses her career transition to Chicken Salad Chick, the philosophy of fresh food, her family influence, and her involvement in the local chamber. She also shares insights on marketing strategies, work ethic, and the challenges and growth in her chamber role. The conversation covers a wide range of topics including business strategy, hiring decisions, culinary experiences, sports loyalty, and personal milestones. It also delves into the authenticity of podcast content and frequency.

    Takeaways

    • Transitioning to a new career
    • The importance of work ethic and family influence Effective business strategy involves resource management and decision-making.
    • The interview process and hiring decisions play a crucial role in company operations and development.

    Chapters

    • 00:00 Introduction and Small Talk
    • 06:40 Business Incubator Concept and Networking
    • 14:10 Family and Community Involvement
    • 21:03 Mentorship and Business Trust
    • 26:09 Interview Process and Hiring Decisions
    • 34:53 Sports Loyalty and Culinary Experiences
    • 41:38 Burger Preferences and Culinary Experiences
    • 47:20 Podcast Frequency and Content Authenticity
    46 min

About Greenwing Wealth Management: Feeling Elfish Podcast

From the publisher's feed

We interview people to discuss the how and why they do what they do. This is a non scripted, minimally edited, real conversation about how we as people try to build a legacy through investing in…