Industry Leader Insights with Chad Coe

Mortgage Rates, Home Equity & Leadership Lessons with David Hawkberg | Chad Coe


I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.


How can the right mortgage strategy help you reduce debt, protect your financial future, and make smarter real estate decisions? In this episode of Industry Leader Insights with Chad Coe, mortgage lending executive David Hawkberg shares practical insights from more than 26 years in the mortgage industry.

David Hawkberg, Vice President of Mortgage Lending at Atlantic Coast Mortgage and host of Home Sweet Home Chicago on WGN, joins Chad Coe to discuss mortgage lending, home equity, financial decision-making, and the leadership principles behind building a billion-dollar mortgage lending division.

In this episode, you'll discover:
- Mortgage Rates & Refinancing: How changing interest rates influence homeownership, refinancing decisions, and long-term financial planning.
- Home Equity & Debt Reduction: How homeowners may use home equity to consolidate high-interest debt, manage monthly expenses, and access capital for business growth.
- The Five Ds of Real Estate: How diapers, debt, divorce, downsize, and death can create complex financial and housing decisions.
- Divorce & Mortgage Planning: Important considerations around home equity buyouts, credit rebuilding, and finding appropriate housing during major life transitions.
- Reverse Mortgages & Retirement: How reverse mortgages may help eligible older homeowners access home equity to support retirement expenses and aging in place.
- Property Tax Benefits for Veterans: Why eligible veterans and surviving spouses should investigate potential property tax exemptions and benefits in their state.
- Leadership & Entrepreneurship: How David navigated the 2008 financial crisis, developed strong business partnerships, and built a high-performing mortgage lending team.
- Financial Lessons & Abundance: Why perseverance, paying yourself first, long-term investing, and building financial security matter.
David also shares lessons from his career, the importance of putting borrowers' interests first, how to choose trusted financial professionals, and why consistent effort matters even during challenging market conditions.

Connect with David Hawkberg:

Website: https://56david.com
Atlantic Coast Mortgage: https://www.atlanticcoastmortgage.com

LinkedIn: linkedin.com/in/david-hochberg-7881a3

Email: [email protected]

Continue your financial education with Chad Coe and Coe Financial Group.

Visit https://www.coefinancial.com to learn more about financial planning, retirement strategies, Roth conversions, Required Minimum Distributions (RMDs), and creating a more confident financial future.

If you found this conversation valuable, like the video, share your biggest takeaway in the comments, and subscribe to Industry Leader Insights for more conversations with business leaders and financial experts.

Disclosure: This episode is for educational and informational purposes only and is not individualized mortgage, tax, legal, or investment advice. Mortgage eligibility, interest rates, reverse mortgage terms, and tax benefits vary by individual circumstances and applicable laws. Consult qualified professionals before making financial decisions.

#MortgageStrategies #HomeEquity #FinancialPlanning #Leadership #RetirementPlanning

Todd Foster on Leadership, Accountability & Building High Performing Teams | Chad Coe


I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.


What does it take to build a high-performing team, create a culture of accountability, and become a more effective leader? Todd Foster joins Chad Coe on Industry Leader Insights to share powerful leadership lessons from his years at the Ritz-Carlton and his experience as an executive coach, consultant, and speaker.

In this episode, Todd shares real-life stories involving world-famous celebrities, professional athletes, and business leaders to reveal how trust, communication, human behavior, and personal accountability shape success. He also explains how NLP (Neuro-Linguistic Programming) and the DISC personality assessment can help leaders understand their teams, improve communication, and turn business strategies into meaningful results.

In this episode, you'll discover:
- Why accountability is the foundation of a strong company culture.
- How trust, honesty, and loyalty influence leadership decisions.
- How NLP and DISC help leaders understand personality and behavior.
- Why hiring people with different strengths can improve team performance.
- How to align employees around a shared vision and business strategy.
- Why clear job expectations and defined responsibilities matter.
- How to adapt to changing markets, evolving technology, and AI disruption.
- Why happiness, purpose, and personal values are essential to long-term success.
- What Todd learned from his experiences at the Ritz-Carlton and the people he encountered there.

Chapters

00:00 – Introducing Todd Foster and the Leadership Conversation
01:13 – From the Ritz-Carlton Doorman to Executive Coaching
04:58 – First Impressions, Customer Service, and Human Behavior
10:29 – Stories About Oprah Winfrey, Harry Caray, and Other Famous Guests
15:42 – Trust, Ethical Decisions, and Learning From Mistakes
20:04 – Understanding NLP, DISC, and Leadership
21:04 – Turning Business Vision Into Effective Execution
26:20 – Accountability and Building a Strong Company Culture
27:43 – Pat Riley's Leadership and the Importance of Deadlines
31:34 – Hiring for Strengths and Building Complementary Teams
34:07 – Adapting to AI, Market Changes, and New Business Realities
35:28 – Aligning Middle Management With Company Goals
37:44 – The Story Behind Everybody Had Baggage
43:11 – Customer Experience, Value, and Building Relationships
45:48 – John Madden's Influence and the Meaning of Success
49:00 – Happiness, Purpose, and Defining Business Success
51:21 – The Importance of Never Judging a Book by Its Cover
52:54 – How to Connect With Todd Foster
54:02 – Childhood Lessons, Family Resilience, and Finding Your Why
56:17 – Final Thoughts and About Coe Financial Group

About Our Guest

Todd Foster is an executive coach, consultant, speaker, and author of Everybody Had Baggage. His work focuses on leadership development, communication, accountability, personality dynamics, and helping individuals and organizations achieve meaningful growth.

Learn more about Todd's coaching and consulting at https://coachtoddfoster.com and discover his book at https://everybodyhadbaggage.com.
LinkedIn Profile:  linkedin.com/in/coachtoddfoster

About Industry Leader Insights with Chad Coe

Industry Leader Insights features conversations with business leaders, entrepreneurs, and industry experts who share practical lessons on leadership, business growth, and professional development.

Chad Coe is with Coe Financial Group in Northbrook, Illinois. The firm specializes in fiduciary financial advice, retirement planning, Roth conversions, and required minimum distribution (RMD) strategies.

Visit https://www.coefinancial.com to learn more and download Chad's free book, Your Financial Dreamhouse, about creating financial abundance through thoughtful planning and investing.

If you enjoyed this conversation, please like the video, share your biggest leadership takeaway in the comments, and subscribe to Industry Leader Insights for more conversations with industry leaders.

#Leadership #LeadershipDevelopment #ExecutiveCoaching #DISC #BusinessGrowth

How Agentic AI Is Transforming Lending and Credit Access | Tamara Lane


I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.


How can artificial intelligence make lending more inclusive without sacrificing human judgment, transparency, or financial safety?

In this episode of Industry Leader Insights with Chad Coe, Emmy Award-winning investigative journalist and fintech entrepreneur Tamara Laine, Founder and CEO of Empower (MPWR), shares how agentic AI is reshaping the future of lending, credit access, and financial services.

Discover how financial institutions can use AI responsibly while helping gig workers, entrepreneurs, creators, and other nontraditional borrowers gain fairer access to credit and capital.

In this conversation, we explore:
- How agentic AI can improve lending operations and financial decision-making
- Why traditional credit scoring can overlook qualified borrowers
- AI governance, regulatory compliance, and responsible AI development
- How alternative financial data can support more inclusive lending
- The importance of human judgment and emotional intelligence in leadership
- Building a fintech startup through innovation, resilience, and constructive feedback
- Practical frameworks for making high-stakes decisions with incomplete information
- Leadership lessons on networking, listening, failure, and work-life balance
- The importance of investing early and building meaningful professional relationships
Chapters

00:00 – Introducing Tamara Laine and Responsible AI
01:08 – From Investigative Journalism to AI Innovation
02:23 – The Risks of Autonomous Artificial Intelligence
03:50 – Becoming an Entrepreneur and Building a Mission
05:16 – Deploying AI Safely in Regulated Lending
06:07 – Improving Credit Access for Gig Workers and Entrepreneurs
07:40 – How Empower Uses AI in Financial Services
09:06 – Rethinking Traditional Creditworthiness
11:27 – AI, Gender Credit Gaps, and Financial Inclusion
14:30 – Building Trust Through Investigative Thinking
16:42 – Emotional Intelligence and Human-Centered Leadership
18:59 – Learning from Failure and Constructive Feedback
22:08 – Making High-Stakes Decisions with Incomplete Data
23:13 – Why Leaders Must Learn to Listen
24:30 – The Future of Safe and Governed AI
25:45 – Leadership Philosophy, Mentorship, and Personal Growth
28:28 – Managing Stress and Turning Strategy into Action
31:03 – Defining Business Success and Customer Satisfaction
31:36 – Networking, Investing, and Financial Lessons
34:00 – Creating an Abundant Life and Setting Priorities
37:28 – Childhood Memories, Books, and Final Reflections
38:24 – Where to Connect with Tamara Laine
38:46 – Final Thoughts and Financial Planning Resources

Connect with Tamara Laine:

LinkedIn: https://www.linkedin.com/in/tamaralaine/

Instagram: https://www.instagram.com/tamaralaine/

X: https://x.com/TamaraLaine

If you enjoy conversations about leadership, entrepreneurship, financial education, and emerging technology, please like this video, share your thoughts in the comments, and subscribe to Industry Leader Insights for more expert conversations.

Explore financial planning resources and learn more about Coe Financial Group at https://www.coefinancial.com.

#ArtificialIntelligence #Fintech #FinancialInclusion #Leadership #IndustryLeaderInsights

Peter Goldstein on IPO Readiness, Business Valuation & Building a Successful Exit Strategy


I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.


What does it really take to build a business that can scale, attract investors, and succeed beyond its founder?

In this episode of Industry Leader Insights with Chad Coe, capital markets expert and entrepreneur Peter Goldstein shares nearly four decades of experience in entrepreneurship, IPOs, mergers and acquisitions (M&A), business valuation, and leadership.

Peter explains why preparing for a successful business exit or IPO starts long before a transaction begins. From strengthening management teams to building investor confidence, he shares practical insights for CEOs and founders who want to create lasting enterprise value without sacrificing their vision or quality of life.

In this conversation, you'll discover:
- How to prepare your company for an IPO, acquisition, or liquidity event.
- Why founder dependency can reduce business valuation and how to build a business that operates without you.
- The three pillars of readiness: business, financial, and personal.
- How to build investor trust through transparent communication, credible financial projections, and strong corporate governance.
- Why customer concentration, management depth, and financial discipline matter to potential buyers.
- How to approach capital raising, strategic planning, and exit readiness before opportunities arise.
- How AI can support business research, market intelligence, and operational efficiency.
- Why resilience, mentorship, and personal fulfillment are essential to long-term entrepreneurial success.
Peter also discusses lessons from the 2008 financial crisis, the value of building optionality before you need it, and his book, The Entrepreneur's IPO: The Insider's Roadmap to Taking Your 

Company Public.

About Our Guest

Peter Goldstein is an entrepreneur, capital markets executive, and author who helps companies prepare for public listings, capital raising, and strategic business growth. His experience spans entrepreneurship, investment banking, M&A, and IPO readiness.

Connect with Industry Leader Insights

If you enjoyed this conversation, like the video, share your biggest takeaway in the comments, and subscribe for more interviews with CEOs, entrepreneurs, financial experts, and industry leaders.

Visit Coe Financial Group: https://www.coefinancial.com

Learn more about Peter Goldstein and The Entrepreneur's IPO: https://petergoldstein.co/ 
Email: [email protected]

#Entrepreneurship #IPO #BusinessLeadership #BusinessValuation #CapitalMarkets

Olympic Gold Medalist Joe Jacobi on Leadership, Resilience & Finding Your Flow



I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.


What does it take to win an Olympic gold medal—and apply those same lessons to leadership, teamwork, and everyday life?

In this episode of Industry Leader Insights with Chad Coe, Olympic gold medalist Joe Jacobi shares how his journey through whitewater canoeing shaped his approach to leadership, resilience, personal growth, and finding your flow. An Olympic champion turned executive coach and author of *Follow Your Flow*, Joe explains why long-term success isn't just about working harder—it's about understanding yourself, adapting to change, and learning to move with life's challenges.

🏆 **In This Episode, You'll Discover:**
- How Joe Jacobi discovered kayaking and progressed to Olympic gold.
- The importance of trust, teamwork, and embracing different perspectives.
- How anticipating and correcting mistakes helped win Olympic gold.
- What setbacks and missed opportunities can teach us about success.
- How to overcome resistance, avoidance, and self-imposed obstacles.
- Joe's seven operating principles for leadership and personal growth.
- Why self-awareness, enjoyment, and authentic connection matter.
- How experiential coaching and time in nature can support reflection and transformation.

⏱️ **CHAPTERS**
00:00 Introduction: Olympic Gold and the Power of Flow
01:00 Joe Jacobi's Journey Into Whitewater Canoeing
03:11 Discovering Talent, Confidence, and Purpose
05:23 Finding Flow Through Sport and Connection
08:52 Mentorship, Discipline, and Enjoying the Process
11:27 Preparing for the Olympic Games
15:16 Trust, Teamwork, and Different Perspectives
17:44 Olympic Training, Strategy, and Course Correction
20:28 The Race That Won Olympic Gold
22:00 Bold Coaching and Performing Under Pressure
27:05 Life After Olympic Gold and Learning From Setbacks
29:35 The Unexpected Story of Joe's Stolen Olympic Medal
32:29 From Olympic Athlete to Executive Coach and Author
36:07 Seven Operating Principles for Living in Flow
40:14 Experiential Learning and Leadership Development
42:15 Life Lessons, Authenticity, and Leadership
45:59 Looking Ahead: Coaching, Growth, and Self-Awareness
48:21 Nature, Adventure Coaching, and Finding Balance
50:46 Joe Jacobi's Vision for the Future
51:10 Where to Find Joe Jacobi
52:14 Final Thoughts and Coe Financial Group

📚 **Connect With Joe Jacobi**
Website: https://joejakobi.com
Explore Joe's writing, *Thinking in Waves*, for more reflections on personal growth, navigating uncertainty, and finding momentum in life.

🎙️ **About Industry Leader Insights**
Hosted by Chad Coe, Industry Leader Insights features conversations with exceptional leaders, entrepreneurs, athletes, and professionals to uncover the experiences and principles behind meaningful success.

Learn more about Coe Financial Group: https://www.coefinancial.com

Coe Financial Group is a fiduciary financial services firm based in Northbrook, Illinois, specializing in financial planning, Roth conversions, and required minimum distribution (RMD) strategies. Visit the website to learn more about its services and download Chad's free book, *Your Financial Dreamhouse*.

If you enjoyed this conversation, like the video, share your biggest takeaway in the comments, and subscribe to Industry Leader Insights for more conversations on leadership, personal development, and success.

#JoeJacobi #Leadership #PersonalGrowth #OlympicGold #FollowYourFlow

Writing High Stakes Medical Thrillers with Cardiologist Dr. Allan Zelinger, Industry Leader Insights


I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.


Welcome to Industry Leader Insights with Chad Coe. In this compelling episode, host Chad Coe sits down with Dr. Allan Zelinger, a practicing cardiologist, pioneer in preventive cardiology and intraoperative echocardiography, and author of four suspenseful medical thrillers (Vital Organs, Juvenina Project, Love Potion, and Cord Blood).

Dr. Zelinger shares his fascinating journey transitioning from demanding hospital operations and pioneering cardiovascular imaging in Chicago to crafting gripping medical suspense novels rooted in real-world clinical dilemmas. The conversation explores critical topics, including the ethics of longevity research, the realities of organ transplantation, behavioral-altering drug research, healthcare corporate culture, leadership by example, and essential financial and life lessons for professionals.

What You'll Learn in This Episode:

How a practicing cardiologist transitioned into writing bestselling medical thrillers inspired by real-world medical ethics and institutional pressures.

The boundary between genuine preventive longevity research and unproven commercial exploitation.

The behind-the-scenes realities of organ transplant waitlists and illicit medical supply chains.

Leadership lessons on mentoring, leading by example, and maintaining an open, flexible mindset.

Crucial perspectives on navigating corporate healthcare dynamics and balancing scientific rigor with patient-centered care.

About Our Guest:
Dr. Alan Zelinger is a seasoned cardiologist who helped pioneer coronary calcium screening and intraoperative transesophageal echocardiography. Alongside his distinguished medical career, he has authored four medical thrillers and is currently completing his fifth novel, Dr. Vengeance.

If you enjoyed this conversation, please like, comment, and subscribe for more weekly leadership insights from top professionals! Visit Coe Financial Group to download Chad Coe’s free book, Your Financial Dreamhouse.

00:00 Introduction to Dr. Alan Zelinger
00:52 Transitioning from Medicine to Writing Novels
04:50 Why Medical Thrillers & Overview of Books
14:45 Longevity Research & Real-World Health Realities
20:00 Organ Transplants & Industry Pressures
23:45 Medical Innovation & Covert Oversight
28:45 Stem Cell Technology & Advanced Therapies
31:45 Childhood Drive & Holocaust Survivor Influence
34:00 Leadership by Example & Mentorship
36:15 Pioneering Coronary Calcium Screening & Intraoperative Ultrasound
42:45 Mentorship & Influential Teachers
44:30 Corporate Healthcare Culture & Patient Care
47:50 Art vs. Science in Medicine & Financial Lessons
57:15 Transitioning to Retirement & Abundant Life
01:01:20 Final Thoughts on Prevention & Wrap-Up

#MedicalThrillers #CardiologistAuthor #IndustryLeaderInsights

From Tracking Osama bin Laden to Writing Spy Thrillers with Lizzy Wright | Industry Leader Insights


I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.



Welcome to another episode of Industry Leader Insights with Chad Coe. In this compelling conversation, host Chad Coe sits down with Lizzy Wright—an award-winning author, strategist, and former counterterrorism analyst at the National Security Agency who spent years tracking Osama bin Laden. Dive deep into the stark realities of national security work, the heavy psychological toll of intelligence operations, transitioning from government consulting to creative writing, and the inspiration behind her gripping debut spy novel, Saffron Spy.

What You'll Learn:
The realities of joining the NSA right out of undergraduate studies at Harvard and working on counterterrorism operations before and after 9/11.

How intelligence professionals carry the immense psychological burden and moral weight of national security decisions.

The transition from high-stakes intelligence and federal consulting with Booz Allen Hamilton to creative writing and sports memoirs.

The collaboration and trust-building required to co-write deeply personal memoirs with elite athletes like former NFL quarterback Todd Morenovich.

The inspiration behind the upcoming spy novel Saffron Spy and how real-world geopolitical flashpoints mirror thrilling fiction.

About Our Guest:
Lizzy Wright is an award-winning author, strategist, and former counterterrorism analyst at the National Security Agency. After years tracking high-value targets and navigating complex geopolitical landscapes, she channels her firsthand espionage experience into gripping fiction. She also serves as a board leader at Global Giving and has written acclaimed non-fiction sports memoirs. Learn more about her work and pre-order Saffron Spy at lizzywright.com.

If you found value in this deep dive into intelligence, resilience, and storytelling, please give this video a thumbs up, leave a comment with your biggest takeaway, and subscribe to the channel for more exclusive leadership interviews!

Timestamps / Chapters:
00:00 Introduction: Lizzy Wright and National Security
00:57 Joining the NSA Post-Undergrad and Pre-9/11
02:35 24-Hour Operations and the Psychological Weight of Counterterrorism
06:33 The Relief of Justice and Family Closure
07:46 Transition to Consulting, Booz Allen, and Government Projects
09:32 Writing Real Spy Fiction vs. Hollywood Glamour
10:08 The Pivot to Non-Fiction and Sports Memoirs
13:14 Building Trust and Co-Writing with Athletes (Todd Morenovich)
16:40 Structuring Writing Projects and Navigating Personal Struggles
19:55 Real-World Classified Trade vs. Narrative Fiction
22:04 Misconceptions About the Intelligence Community
25:57 The Origin of "Saffron Spy" and Iranian Intelligence Themes
29:10 Pre-Ordering Saffron Spy and Upcoming Book Projects
32:45 Leadership Lessons in Authenticity and Vulnerability
35:20 Developing Professional Fearlessness and Relentless Work Ethics
39:35 Financial Planning, Knowing Your Number, and Career Freedom
40:48 Vetting Professionals Through Your Trusted Network
43:08 Future Writing Projects: "Under the Helmet" and NFL Charity Support
46:40 Hobbies, Surfing, and Childhood Memories
48:12 Closing Thoughts and Financial Dreamhouse with Chad Coe


Elizabeth (Lizzy)'s Contact info:

LinkedIn: linkedin.com/in/lizzywright

- Website:
globallgiving.org (Other)

Email:
[email protected]

#Counterterrorism #SpyFiction #IndustryLeaderInsights

Industry Leader Insights: Jill Dillingham on Multifamily Office Services & Wealth Management


I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies.

We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income.

Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad 

Subscribe for weekly leadership interviews and straight-talk retirement teaching.


In this episode of Industry Leader Insights with Chad Coe, host Chad Coe sits down with Jill Dillingham, CEO and founder of Tight Ship Advisors. Jill shares her inspiring entrepreneurial journey from identifying a critical administrative and lifestyle coordination gap within her own family to building a nationwide and international turnkey multifamily office-style solution. Discover how high-touch concierge services, robust governance, fraud prevention, and proprietary technology empower ultra-high-net-worth clients, family offices, and wealth advisors.

What You'll Learn:

How Tight Ship Advisors bridges the gap between traditional wealth management and personal lifestyle/family needs.

The importance of bespoke, relationship-driven coordination over automated bots in managing complex private client portfolios.

How proactive governance and risk management protect aging or busy clients against fraud, cognitive decline, and financial pitfalls.

The development of the upcoming proprietary "Chronometer" command center to integrate cash flow, health, and estate documentation.

Key leadership lessons on trusting your gut, scaling with high-caliber talent, and achieving 100% client retention.

About the Guest:
Jill Dillingham is the CEO and founder of Tight Ship Advisors, which provides turnkey, multifamily office-style solutions, automated bill pay, household oversight, health navigation, and concierge support for ultra-high-net-worth individuals and wealth management partners.

Chapters / Timestamps:
00:00 Introduction to Jill Dillingham and Tight Ship Advisors
00:56 Jill’s Entrepreneurial Journey and Founding the Business
04:54 The Concierge Model and Core Business Pillars
07:05 Case Studies: Managing Health Events and Complex Client Portfolios
09:27 Building Proprietary Tech: The Chronometer Command Center
13:14 Client-Directed Workflows and Multi-Generational Family Dynamics
16:13 Governance, Fraud Prevention, and Risk Mitigation
18:10 Scaling, Company Culture, and Hiring Bespoke Talent
21:12 Leadership Philosophy and Trusting Your Intuition
24:14 Financial Literacy, Younger Clients, and Essential Planning
25:40 Mentorship and Early Career Pivots
27:12 Defining Success and 100% Client Retention
29:02 Vetting Professionals and Building Trusted Ecosystems
32:16 Personal Hobbies and Closing Thoughts

If you enjoyed this conversation, please make sure to like, comment, and subscribe for more deep dives with top industry leaders!


Jill's contact info:

Linkedin: linkedin.com/in/jillkdillingham

Website: LizzyWright.com
Watch the full video here: https://youtu.be/W3k57Ho9BiY

#WealthManagement #MultifamilyOffice #IndustryLeaderInsights

Boost Your Business Value | The ROI of Human Capital


In this insightful episode, Dave Bookbinder, a renowned business valuation expert, unravels how employee engagement transcends HR, becoming a critical finance and valuation imperative. Discover why prioritizing human capital is the secret to transforming a stagnant organization into a highly scalable, profitable business. Dave shares decades of experience connecting leadership, culture, and the bottom line.

*What You'll Learn in This Video:*
- How human capital management is the "last bastion of value creation" for any business.
- Practical metrics like turnover to measure the ROI of employee engagement for CFOs and CHROs.
- The profound impact of leadership empathy and a "no bad behavior" policy on company culture and valuation.
- Why most M&A synergies fail and how people integration is the key to successful business combinations.
- Essential steps for business owners to scale human capital and prepare for a successful exit.

*Video Chapters:*
0:00 Intro
0:05 Employee Engagement: Beyond HR & Finance
0:52 Dave Bookbinder's Valuation Career Journey
1:56 The Core Thesis: Human Capital & Business Value
2:11 Where Leaders Miss the Human Element in Valuation
3:26 Connecting Leadership & Enterprise Value
4:49 Measuring the ROI of Your People for CFOs & CHROs
6:41 Common Threads in Companies Leveraging People for Value
7:37 The Power of Intentional Culture Change & "No-A-Hole" Policy
9:22 Quantifying Culture for M&A & Exit Planning
11:04 Why M&A Synergies Often Fail: People Integration
12:15 Leading with Empathy: A Case Study
13:43 The Shifting Landscape of Empathy in Investment Banking
14:53 Scaling Human Capital & Leadership Alongside Business Growth
16:09 The Process of Preparing Your Business for a Successful Exit
18:05 How Bad Culture Devastates Company Valuation
19:36 Key Leadership Insights from 350+ Podcast Interviews
20:04 The Data-Driven Proof: Human Capital's Impact on Financial Performance
21:48 Your First Step Tomorrow Morning: Lead with Empathy
22:38 Dave Bookbinder's Books: The New ROI Series & Valuation Toolbox
24:48 Dave's Proudest Career Achievement
25:16 How to Hire Top Professionals (CPAs, Attorneys, Advisors)
27:05 Dave's Favorite Music & Entertainment
28:16 Wrap Up

Ready to unlock your business's true potential by valuing your human capital?
Explore Dave Bookbinder's insights and resources to transform your leadership and culture.
🔔 Subscribe for more expert interviews on leadership, finance, and business growth!


💼 LinkedIn: linkedin.com/in/davebookbinder
       Website: NEWROI.com (Personal)
                        amazon.com (Portfolio)
                        linktr.ee (Portfolio)


#HumanCapital #BusinessValuation #EmployeeEngagement #LeadershipInsights #CorporateCulture 

Lou Mayori: Fintech Founder to AssetMark CEO & Leadership Secrets


Join us for a profound conversation with Lou Mayori, a true titan of financial services. From co founding a fintech startup acquired by BNY Mellon to managing 30,000 employees as President & COO of State Street, Lou's journey is a masterclass in visionary leadership. Now Chairman & Group CEO of AssetMark, he shares unparalleled insights on scaling businesses, the future of the advisor experience, and the secrets to living an abundant life.

*What You'll Learn in This Video:*
- Discover Lou Mayori's unique entrepreneurial journey and the evolution of his leadership style.
- Uncover strategies for scaling leadership across diverse global teams and cultures.
- Gain critical insights from leading through the unprecedented challenges of the COVID-19 pandemic.
- Learn how to build high-performance leadership teams and foster trust and authenticity.
- Explore AssetMark's transformation into a premier wealth platform and its future growth initiatives.
- Understand the delicate balance of leveraging AI while preserving the crucial human element in financial advice.
- Reflect on Lou's personal philosophy on living an abundant life and invaluable life lessons.

*Video Chapters:*
0:00 Intro
1:03 Lou's Entrepreneurial Roots & Leadership Philosophy
2:41 Scaling Leadership: Managing 30,000 Employees
5:16 Navigating Crisis: Leadership Lessons from COVID-19
8:06 Building High-Performance Teams: Key Traits
9:50 The "Rented Seat" Mindset of Leadership
11:26 Authentic Leadership and Core Principles
13:23 The Power of Continuous Learning
14:19 Finding Joy and Fulfillment in Your Work
15:57 Lou's Impact & Vision for AssetMark
19:01 Crafting a Lasting Legacy in Finance
21:17 AssetMark's Evolution: From TAMP to Wealth Platform
24:05 Client-Centric Service Excellence
26:51 AI & Human Judgment in Financial Advice
30:27 How CEOs Hire Top Financial Professionals
34:03 AssetMark's Strategies for Advisor Growth
38:43 Succession Planning & Sustainable Business Growth
41:39 Defining Success at AssetMark
43:16 Living an Abundant Life: Lou's Personal Wisdom
45:50 The Most Important Lesson Lou Mayori Learned
48:34 Lou's Secrets to Recharging & Unwinding
50:40 Outro

💡 Discover more about visionary leadership, fintech innovation, and wealth management strategies by watching our full interview!
🔔 Subscribe to Ship Insight Podcast for more exclusive conversations with industry leaders and financial titans.
Visit assetmark.com to learn how Lou and his team are shaping the future of financial advice for advisors and clients.

🌐 Learn more about AssetMark: https://www.assetmark.com

#LouMayori #AssetMark #LeadershipInsights #WealthManagement #FintechCEO