Industry Leader Insights with Chad Coe

From Intel Engineer to 5M+ Creator | Business & PEO Strategies with Crystal Jackson


In this episode of the Leadership Insight podcast, host Chad Co sits down with Crystal Jackson co-founder of Ascent L and content creator with over 5 million followers. Drawing from her career transition as an Intel engineer to a leading voice in the creator economy, Crystal shares critical business, legal, and operational insights for creators, solopreneurs, and small business owners.


What you will learn from this video:
- Corporate Foundations: Why setting up an S Corp or LLC protects online creators from tax pitfalls and contract liabilities.
- Affordable Benefits & PEOs: How Ascent L provides access to healthcare, workers' comp, and HR infrastructure tailored for solo entrepreneurs.
- Combating Fraud: Strategies for handling online scams, fake accounts, and brand impersonation at scale.
- AI & Workflow Automation: How to leverage AI agents and deterministic workflows to streamline overhead while maintaining strict compliance.
- Monetization Realities: The changing landscape of brand deals, equity models, and building sustainable income on YouTube.


 Video Chapters:
[00:00] - Introduction to Leadership Insight & Host Chad Co
[01:16] - From Intel Engineer to Entrepreneur: Crystal’s Story
[03:43] - Navigating Tech as a Female Engineer & Assertive Leadership
[10:43] - Entrepreneurial Ventures in Cattle Tech & Data Analytics
[13:30] - The Healthcare Struggle & Working with California Public Health
[15:41] - Transitioning into the Creator Economy
[16:06] - Why Creators Must Treat Content Creation as a Business
[19:41] - What is Ascent L? Launching a PEO for Creators & Small Businesses
[24:36] - Expanding Across States & Managing Remote HR/Payroll
[29:32] - Addressing Social Media Scams & Brand Protection
[32:19] - Monetization Trends, Brand Equity & YouTube Growth
[35:28] - Streamlining Business Workflows with AI Agents
[41:31] - Off the Grid Life, Fly Fishing, and Heritage
[43:30] - How to Connect with Ascent L & Coe Financial Group


About Crystal Jackson, MBA:

LinkedIn: https://www.linkedin.com/in/crystal-jackson-mba-8893b72bb
Company Website: https://essenticreator.com
Business Email: [email protected]

 
#CreatorEconomy #BusinessStrategy #Entrepreneurship

How to Sell Your Business & Real Estate for Maximum Value | David Schwalb & Chad Coe


In this episode of The Leadership Insight Podcast, host Chad Co sits down with David Schwalb, President of Schwalb Corporate Advisory and Schwalb Realty Group. Drawing from his extensive background as an attorney, real estate operator, and M&A advisor, David shares crucial strategies for business owners looking to execute a profitable exit.

David highlights a major blind spot in business exits: failing to integrate the sale of operating assets with commercial real estate. He explains how business owners can avoid leaving money on the table when negotiating with private equity or family offices, and why trust and human relationships remain the foundation of successful dealmaking. Plus, David reflects on his early career working under Warren Buffett’s general counsel at Berkshire Hathaway and shares valuable principles on frugality, legacy, and long term wealth transfer.


what will learn form this video:
• How to maximize total proceeds by aligning business valuation with real estate assets.
• Key steps to prepare your business years before an acquisition or exit.
• The differences between selling to family offices vs. private equity groups.
• Timeless business and financial principles learned at Berkshire Hathaway.
• Strategies for managing generational wealth transfer and instilling financial literacy.


Timestamps:
00:00 - Introduction to David Schwalb
01:47 - Transitioning from Law to Real Estate & M&A
04:00 - The "Below the Radar" Commercial Real Estate Strategy
06:05 - Lessons from Operating a 12 Year Transportation Business
09:09 - Why Real Estate & Business Valuation Must Be Combined
12:12 - Structuring Deal Exits: Rolled Equity vs. Full Cash Outs
15:18 - What a Successful Exit Strategy Looks Like
18:12 - Honoring Business Legacy & Employee Community
22:29 - The Rise of Family Offices & Wealth Transfer
25:23 - Managing Generational Wealth & Financial Literacy
30:39 - Insider Insights from Working at Berkshire Hathaway
37:16 - Midwest Values, Frugality & Building True Value
41:04 - Helping Families Exit & Closing Thoughts

 
About David Schwalb:

LinkedIn: https://www.linkedin.com/in/dschwalb
Company Website: https://schwalb.com
Work Phone: +1 (312) 573-0770
Business Email: [email protected]


#MandA #BusinessExit #RealEstateInvesting

Why Smart People Make Bad Money Decisions | Behavioral Finance Expert Samantha Lamas

Why do smart people make poor financial choices even when they have all the right facts? In this episode of the Leadership Insight podcast, host Chad Coe sits down with Samantha Lamas, Senior Behavioral Researcher at Morningstar, to explore the fascinating intersection of human psychology and personal finance.

In this deep dive interview, Samantha breaks down how early experiences shape our personal "money stories," why discussing money remains a social taboo, and how fear and mental shortcuts lead investors off track. You'll also learn about Morningstar's proven choice architecture framework for setting real financial goals, how to align your investments with your personal values, and practical strategies like the "3 day wait rule" to protect yourself from emotional impulses and financial manipulation.


What you will learn from this video:
- How your personal "money narrative" unconsciously controls your spending, saving, and risk tolerance.
- Morningstar's 3-step goal discovery process to identify your true financial priorities (and why 76% of people get their goals wrong initially).
- How to manage financial fear, hindsight bias, and bad advice driven by social comparison.
- Why AI tools can't replace the empathy and deep understanding of a human fiduciary financial advisor.
- The 3-day rule to protect yourself from impulse decisions, scams, and high-pressure financial tactics.
- How to use positive psychology frameworks (PERMAAV) to align your wealth with what actually brings you fulfillment.


Video Chapters:
00:00 - Intro & Samantha Lamas’s Background
01:14 - What is Behavioral Finance?
03:22 - Money Stories & Financial Narratives
05:04 - Why Money is a Taboo Subject
07:25 - Overcoming Fear and Managing Market Risk
11:11 - Why AI Can't Replace Financial Advisors
14:19 - Morningstar’s 3 Step Goal Discovery Process
22:48 - Managing Family Finances & Generational Wealth
24:34 - The Danger of Comparing Decisions to Neighbors
26:57 - The PERMAAV Framework: Aligning Money with Values
30:28 - Avoiding Financial Scams: The 3 Day Wait Rule
33:06 - Morningstar Ratings Explained
38:34 - The Value of Working with a Fiduciary

 
About Samantha Lamas:

LinkedIn: https://www.linkedin.com/in/slamas
Company Website: https://www.morningstar.com
Business Email: [email protected]


#BehavioralFinance #PersonalFinance #FinancialPlanning

How to Think Like a Unicorn Founder & Master Fear | Patrick Sweeney (5x Founder)


In this episode of the Leadership Insight podcast, host Chad Coe sits down with Patrick Sweeney former Olympic level athlete, 5 time founder, investor in 60+ startups, and author of Fear Is Fuel and The Founders Creed.

Patrick shares how he transformed childhood anxiety and a fear-driven mindset into an elite, high performance edge. Discover the neuroscience behind how the amygdala processes risk, how to eliminate CEO impostor syndrome, and why mastering the BODA Loop (Believe, Observe, Orient, Decide, Act) is the secret to making billion dollar decisions with unshakable confidence. Whether you are a startup founder, investor, or business leader, this conversation provides actionable frameworks to break through belief traps, navigate venture capital terms, and replace chaos with high velocity leadership cadence.


what will learn form this video:
- How to rewire your brain’s amygdala and convert fear and anxiety into a strategic business advantage.
- The neuroscience of prediction errors and how exposure therapy builds executive resilience.
- Key lessons from founding early cloud and RFID tech companies, including venture capital term sheet traps to avoid.
- How to apply the BODA Loop framework to speed up decision making and scale your startup.
- How top CEOs overcome impostor syndrome and build focus through investment theses and peer networks like YPO.


Video Chapters:
00:00 - Introduction to Patrick Sweeney
01:06 - From Childhood Fear to Olympic Level Rowing
04:31 - Overcoming Impostor Syndrome in Top CEOs
06:19 - The Neuroscience of Fear & Rewiring the Amygdala
10:46 - Building Early Tech Startups & VC Term Sheet Traps
18:57 - A Life-Threatening Diagnosis & Overcoming Fear of Flying
24:32 - The BODA Loop: Framework for High Stakes Decisions
26:34 - Developing a Disciplined Investment Thesis
31:42 - The Power of Peer Groups (YPO & Forum Experience)
34:16 - Key Takeaways from Fear Is Fuel and The Founders Creed

 
About Patrick J. Sweeney:

LinkedIn: https://www.linkedin.com/in/patricksweeney-booda
Personal Website: https://patricksweeney.io
Founder's Creed: https://thefounderscreed.com
YouTube: https://youtube.com
Work Phone: +1 (617) 299-0069
Business Email: [email protected]


#Entrepreneurship #Neuroscience #StartupLeadership

Beyond Innovation | Steve Anderson's 14 Principles for Amazon-Level Success


Join Chad Co. and renowned business coach Steve Anderson, best selling author of "The Bezos Letters," as they deconstruct Amazon's unprecedented success. Steve reveals actionable strategies from Jeff Bezos's shareholder letters, focusing on how leaders can navigate risk, embrace innovation, and scale operations like the e-commerce giant. Discover the mindset shifts and practical principles Amazon used to become the "world's biggest startup," applicable to businesses of all sizes, from startups to established enterprises. This conversation offers invaluable insights into calculated risk-taking, customer obsession, and dynamic invention for sustainable growth.

**What You'll Learn in This Video:**
-  How Jeff Bezos's "Bezos Letters" reveal 14 core principles for business growth.
-  The critical difference between innovation and dynamic invention for market leadership.
-  Why encouraging "successful failure" is essential for fostering creativity and growth.
-  How Amazon's "obsess over customers" mindset drives strategic decisions and the flywheel effect.
-  Practical strategies for making high-velocity decisions and simplifying business complexity.

**Video Chapters:**
0:00 Intro
0:28 Welcoming Steve Anderson, Author of "The Bezos Letters"
1:20 Steve's Journey: From Insurance to Analyzing Bezos's Strategies
3:45 Why Companies Fail & Amazon's Continuous Reinvention
5:45 Uncovering the Hidden Threads in Bezos's Shareholder Letters
7:00 Bezos's Early Vision & Calculated Risk-Taking
9:30 The "Master of Risk": How Bezos Used Risk Strategically
10:40 Amazon's Founding Story: From Books to Infinite Shelf Space
12:20 Life Pre & Post "The Bezos Letters" Book
16:00 The Accidental Book: From Lead Magnet to Bestseller
18:00 Who Can Benefit? Mindset for Small to Medium Businesses
19:45 Understanding the Four Growth Cycles: Test, Build, Accelerate, Scale
22:45 The Art of Book Cover Design & Michael Hyatt's Foreword
25:00 Principle 1: Encourage Successful Failure (The Fire Phone & Echo Example)
30:50 Principle 2: Bet on Big Ideas
31:00 Principle 3: Practice Dynamic Invention & Innovation (vs. just Innovation)
33:40 Principle 4: Obsess Over Customers (The Empty Chair & Amazon Flywheel)
38:50 Principle 5: Make High Velocity Decisions (Type 1 vs. Type 2 Decisions)
42:40 Principle 6: Make Complexity Simple (The Pillpack Example)
45:00 Steve's Proudest Accomplishment & Hobbies
46:30 How to Connect with Steve Anderson

🔔 Subscribe for more
🌐 Website: TheBezosLetters.com (Personal)
Catalyit.com (Company)
💼 LinkedIn: linkedin.com/in/stevetn
Email:[email protected]

Mastering Leadership & Wealth Mindset with Jim Britt | Industry Leadership Insights

Welcome to another episode of Industry Leadership Insights presented by Coe Financial Group! In this featured session, peak performance legend, renowned author, and entrepreneur Jim Britt shares timeless wisdom on personal growth, overcoming internal roadblocks, and cultivating a high performance leadership mindset.Whether you are looking to scale your business, increase your financial performance, or unlock your full personal potential, Jim Britt provides actionable strategies to transform your mindset and achieve sustainable success.


what will learn form this video:
• The foundational mindset shifts needed to achieve financial freedom and long-term success.
• How to break through limiting beliefs and personal performance bottlenecks.
• Key leadership habits that drive business growth and team inspiration.
• Practical strategies for maintaining high performance during industry challenges.


Timestamps:
00:00 - Introduction & Welcome
03:15 - Jim Britt’s Journey & Mindset Philosophy
12:40 - Overcoming Barriers to Financial Success
22:10 - Leadership & High Performance Strategies
34:05 - Actionable Steps for Sustainable Business Growth
42:30 - Final Key Takeaways


About Jim Britt:

Official Website: https://jimbritt.com

Jim Britt is a renowned business coach, speaker, author, and entrepreneur recognized for helping individuals and organizations achieve greater success through mindset, leadership, and business growth strategies.
 

#JimBritt #LeadershipInsights #FinancialSuccess #tonyrobbins #author

From Morbid Obesity & Organ Failure to AI Business Mentor | Terrence McMahon & Chad Coe


 this episode of Industry Leader Insights with Chad Coe, we sit down with Terrence McMahona former MassMutual CEO who survived near fatal liver failure and a 90 day death sentence to completely reinvent his life. Terrence shares his incredible story of going from a 350-pound executive to becoming a 3 time best selling author, TEDx speaker, and pioneer in AI business growth. We explore how financial advisors and entrepreneurs can leverage location independent business strategies, AI automation, and direct offers to scale their impact without sacrificing their health or peace of mind.


what will learn form this video:
- How Terrence McMahon survived near death liver failure and rebuilt his life from zero
- Practical AI and automation strategies to scale financial advisor and business lead generation
- The power of moving from one on one sales to a "One to Many" location independent business model
- How to create irresistible offers and leverage AI as a multiplier for content and authority building


Timestamps:
00:00 - Introduction: Chad Coe Welcomes Terrence McMahon
00:41 - The Miracle Liver Transplant: Surviving a 90 Day Death Sentence
03:25 - From Door to Door Sales to MassMutual CEO
07:10 - The Hospital Wake Up Call & Overcoming Addiction
14:03 - Becoming an Advocate vs. Salesperson
19:03 - Hosting America's First Live AI Training & Building Tech
24:02 - The Power of the "One to Many" Business Model
30:00 - Writing Books & Creating Irresistible Offers with AI
40:00 - Business Wisdom: Injections, Infusions, and Living an Abundant Life


About Terrance McMahon:

LinkedIn: https://www.linkedin.com/in/terrance-mcmahon-07b3ab7
Company Website: https://1000xai.com
Personal Website: https://terrancemcmahon.com
Location: Dorado, Puerto Rico, USA
 

#Entrepreneurship #AIBusiness #LeadershipInsights

Navigating US Customs, Tariffs & Trade Fraud with Expert Jennifer Diaz


In this episode of the Leadership Insight Podcast, host Chad Coe sits down with Jennifer Diaz, founder of Diaz Trade Law and board certified international trade attorney. Jennifer dives deep into the complexities of US import/export regulations, the changing landscape of tariffs, navigating customs audits, and avoiding costly trade fraud penalties.


what will learn form this video:
- How importer "reasonable care" obligations impact civil and criminal trade liability.
- Strategies for handling US Customs & Border Protection audits, seizures, and penalty reductions.
- How shifting tariff rates and Supreme Court duty refund rulings affect international trade.
- The role of AI and modern tech tools in trade law compliance and logistics.
- Crucial career and leadership advice for young professionals and law students.


Timestamps:
00:00 - Introduction & Guest Overview
02:02 - Jennifer’s Path to International Trade Law
07:48 - US Customs Enforcement & Trade Fraud Liability
15:21 - Tariff Statistics & Emergency Duty Refunds
24:50 - Communicating with Federal Trade Agencies
27:46 - AI Applications in Trade Law & Legal Privilege
34:40 - Leadership Insights & Advice for Young Professionals
 

About Jennifer (Jen) Diaz:

LinkedIn: https://www.linkedin.com/in/jenrdiaz
Company Website: https://diaztradelaw.com
Work Phone: +1 (305) 456-3830
Business Email: [email protected]


#InternationalTrade #USCustoms #TradeLaw

Overcome Your Roadblocks | Elite Coaches Bill Durkin & Carl Moose on Positive Thinking for Success


Join host Chad Coe on the Leadership Insight podcast as he sits down with renowned personal development experts Bill Durkin and Carl Moose. Discover the profound impact of Positive Mental Attitude (PMA) as Bill, a protégé of W. Clement Stone, shares invaluable lessons from his decades of experience with "One Positive Place." Carl, a certified Napoleon Hill trainer and Bob Proctor disciple, unveils his "Unstoppable You" philosophy, demonstrating how to conquer mental roadblocks like fear, doubt, and indecision. This inspiring conversation delves into the power of consistent positive action, the art of difficult conversations, and tangible strategies to transform your mindset, achieve your financial dreams, and build an extraordinary life.

**What You'll Learn in This Video:**
-   The foundational principles of Positive Mental Attitude (PMA) directly from the legacies of W. Clement Stone and Napoleon Hill.
-   Practical strategies for overcoming fear, doubt, confusion, indecision, and worry to achieve your highest goals.
-   How to cultivate a powerful mindset that takes 100% responsibility for your thoughts, feelings, actions, and results.
-   Techniques for preparing and practicing for difficult conversations to improve relationships and leadership effectiveness.
-   Inspiring personal stories from Bill Durkin and Carl Moose on transforming adversity into unstoppable success and fulfillment.

**Video Chapters:**
0:24 Introducing Carl Moose, Expert in Real Estate & Personal Development
5:13 Carl's Hockey Tryout Story & Decision for Success
9:11 The "Do It Now" Initiative: Bill's Story of Getting Hired
15:25 Carl Meets Bob Proctor: 20 Years of Mentorship
20:29 Bill's Bold Call to W. Clement Stone & Its Impact
25:27 Replacing Negative Thoughts with Positive Ones (Bob Proctor's Vase Analogy)
30:39 W. Clement Stone's Meeting Environment: No Negative Energy
36:51 Bill Durkin's "One Positive Place" Today: Coaching Difficult Conversations
41:17 Bill's Proudest Moment: Helping Individuals Succeed in Conversations
43:53 Carl's Advice for Reading "Think and Grow Rich"
46:35 Carl's Proudest Moment: Helping Someone Quit Smoking

🔔 Subscribe for more

Contact details of guest: 

Bill Durkin
Linkedin: linkedin.com/in/bill-durkin
Website: onepositiveplace.com (Company)
Email: [email protected]

Carl Moose
Linkedin: linkedin.com/in/yourfocusguy
Website: greenlightenergy.solar (Personal)
Email: [email protected]

#PositiveMentalAttitude, #LeadershipDevelopment, #SuccessMindset