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It's Personal... Not Just Business
By Michael FliegelmanBusiness
It's Personal... Not Just Business episodes
- Breaking the Corporate Mold: Arjun Kapoor's Path
It's Personal... Not Just Business with Michael Fliegelman, Episode 14
In this episode of “It's Personal... Not Just Business,” Michael Fliegelman speaks with Arjun Kapoor, a Financial Advisor at the United Wealth Group, a wealth management firm with offices in New York City and New Jersey.
Tune in to the episode to hear about:
* Arjun’s career path beginning with internships in finance while attending BU to private wealth management roles at financial institutions in New Jersey and New York City
* How working with entrepreneurs fueled Arjun’s desire to pursue a more entrepreneurial advisory track, leading him to join Asghar Kazim and Nick Saleem at United Wealth Group
* Earning the CFA designation through a demanding self-study process and how it built confidence and investment expertise
* Shifting from an investments-only focus to holistic planning that integrates taxes, insurance, estate planning, and risk management
* Arjun’s mentors as his personal “board of directors”
* Lessons from Arjun’s father
* Exciting personal news
* United Wealth Group’s goals to grow and add advisors in 2026
Learn more about Arjun Kapoor:
* Connect with Arjun on LinkedIn: https://www.linkedin.com/in/arjunkapoor3
* Email Arjun: [email protected]
* Read Arjun’s profile on the United Wealth Group’s website: https://www.unitedwealthllc.com/team/arjun-kapoor
DISCLAIMER:
This video is for informational purposes only and is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
ARJUN KAPOOR, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 777 Third Avenue, Suite 1703, New York, NY 10017, 212-541-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4385980. [8845717.2] Exp 05/28
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About It's Personal... Not Just Business
It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
31 min - The Power of Persistence: Todd Wiedenkeller on Building Relationships and Success in Insurance
It's Personal... Not Just Business with Michael Fliegelman, Episode 13
In this episode of It's Personal... Not Just Business, host Michael Flegelman sits down with Todd Wiedenkeller, Owner of Wiedenkeller Insurance in New Paltz, New York. Todd has been in the insurance business for over 46 years, building his success on strategic relationships and a deep commitment to his clients. Wiedenkeller Insurance is an independent agency representing a variety of insurance companies, offering services that include property and casualty insurance, life insurance, and more.
Tune in to the episode to hear about:
* The importance of persistence and consistency in building a successful career, with analogies from boxing and the famous fight between Julio Cesar Chavez and Meldrick Taylor
* Todd's unique approach to client relationships, treating each person with genuine interest and care, making his business personal rather than just business
* The role of balancing work and personal life, with Todd's experiences in amateur boxing and his passion for music as outlets that recharge and motivate him
* Insights on maintaining a profitable business with a strong reputation in the community, emphasizing the value of hard work and dedication
Learn more about Todd Wiedenkeller:
* Visit Wiedenkeller Insurance’s website: http://www.winsurance.com
* Call: 845-255-7777
* email: [email protected]
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About It's Personal... Not Just Business
It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
21 min - Mastering Wealth Management with Asghar Kazim
It's Personal... Not Just Business with Michael Fliegelman, Episode 12
In this episode of "It's Personal... Not Just Business," Michael Fliegelman interviews Asghar Kazim, Founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. With over 25 years of experience, Kazim specializes in crafting personalized financial strategies that prioritize long-term wealth growth and multigenerational security.
Tune in to the episode to hear about:
* Background Journey: Asghar Kazim shares his journey from Pakistan to becoming a successful financial advisor in the United States. He arrived as an international student, initially aspiring to be a cricket player, but found his passion in financial advising through an internship.
* Building Strong Relationships: Kazim emphasizes the importance of building and maintaining strong relationships with clients and team members. Over his 28-year career, he has cultivated enduring relationships that have fueled the growth of United Wealth Group.
* Strategic Growth and Mentorship: Looking to the future, Kazim plans to expand United Wealth Group by adding more financial advisors to his team. He values mentorship and aims to provide opportunities for new advisors to learn and grow within the company.
Learn more about Asghar Kazim:
* Connect with Asghar Kazim on Linkedin: https://www.linkedin.com/in/asgharkazim
* Visit United Wealth Group’s website: https://www.unitedwealthllc.com
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About It's Personal... Not Just Business
It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
33 min - Value-Driven Growth with Steve D'Annunzio
It's Personal... Not Just Business with Michael Fliegelman, Episode 11
In this episode of It's Personal... Not Just Business, Michael Fliegelman speaks with Steve D'Annunzio, a spiritual teacher and productivity coach renowned for his work in alleviating human suffering and enhancing the welfare of humanity. As the founder of the Sole Purpose Institute, D'Annunzio brings over 30 years of experience coaching successful entrepreneurs and high-performance companies, specializing in building value-driven businesses and deepening client relationships.
Tune in to the episode to hear about:
* Sales Evolution: Steve advocates shifting from product-based to relationship-based selling, recognizing trust as paramount.
* Value-Based Approach: He emphasizes serving clients overselling to them, asserting that creating value is essential for business success.
* Principle of Hard, Easy: Steve promotes doing the hard tasks first to make life easier overall, emphasizing discipline and adherence to guiding principles.
* Power of Intention: He stresses setting noble goals and fostering win-win relationships to activate universal abundance.
* Meditation Benefits: Steve highlights meditation's role in managing stress and enhancing problem-solving abilities for greater effectiveness in life and business.
Learn more about Steve D'Annunzio:
* Connect with Steve on LinkedIn: www.linkedin.com/in/missiondrivenadvisor
* Visit Steve’s YouTube Channel: https://www.youtube.com/@stevedannunzio1334
* Follow Steve on Instagram: https://www.instagram.com/missiondrivensteve
* Visit Mission Driven Advisor ’s website: https://www.missiondrivenadvisor.com/
* Follow Mission Driven Advisor on LinkedIn: https://www.linkedin.com/company/mission-driven-advisor/
* Follow Mission Driven Advisor on Facebook: https://www.facebook.com/MissionDrivenAdvisor/
* Follow Mission Driven Advisor on Instagram: https://www.instagram.com/missiondrivenadvisor
* Check out Steve’s next symposium happening June, 2024, Becoming the Master Communicator: https://www.missiondrivenadvisor.com/becoming-the-master-communicator/
* Check out Steve’s Soul Purpose Institute Basic Toolkit: https://www.missiondrivenadvisor.com/soul-purpose-institute-basic-toolkit/
* Check out Steve’s book, The Prosperity Paradigm, an encyclopedic treatise on living the abundant life, and reveals the precise reasons why the masses do not, instead settling for lives of scarcity, mediocrity, and uncertainty: https://www.missiondrivenadvisor.com/prosperity-paradigm/
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About It's Personal... Not Just Business
It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It's Personal... Not Just Business Video Series on YouTube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI
Learn more from and connect with Michael Fliegelman:
Website: http://www.lifeinsurancebrokeragemf.com/
LinkedIn: https://www.linkedin.com/in/michaelfliegelman/
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos28 min - Serving Our Most Vulnerable Populations with Cheryl Canzanella
In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Cheryl Canzanella, CLU, ChSNC, LUTCF of Movement Mortgage. At Movement, Cheryl works with people to reach their retirement goals through the use of reverse mortgage loans as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks. Cheryl is also a speaker and educator, raising awareness of the financial burdens of the Opioid epidemic.
Tune in to the episode to hear about:
- Cheryl’s career journey in the financial industry, beginning with very limited knowledge of finances to her recent switch to specializing in reverse mortgages
- The impact of Cheryl’s husband’s death from an opioid overdose
- The opioid epidemic and its economic impact
- The power of vulnerability and sharing
- The role of financial advisors in addressing addiction
- The vulnerability of our senior citizens and how Cheryl works with them
Learn more about Cheryl Canzanella:
Email Cheryl:
[email protected]Connect with Cheryl on LinkedIn:
https://www.linkedin.com/in/cherylcanzFor more about opioid addiction, go to:
https://opioidfinancialawareness.comTo find information on reverse mortgages:
www.movement.com/reverseVisit Cheryl’s website:
https://cherylcanzanella.comVisit Cheryl’s YouTube Channel:
https://www.youtube.com/@cherylcanzanella958Follow Cheryl on Facebook:
https://www.facebook.com/cherylcanzFollow Cheryl on Twitter:
https://twitter.com/cherylcanzFollow Cheryl on Instagram:
https://www.instagram.com/cherylcanzAbout It’s Personal… Not Just Business
It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It’s Personal… Not Just Business podcast on Apple:
https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
Connect with Michael Fliegelman and It’s Personal… Not Just Business:
Website: http://www.lifeinsurancebrokeragemf.com
LinkedIn: https://www.linkedin.com › michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
38 min - Changing the Way Retirement is Done with Harlan Accola
In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Harlan Accola, CRMP, who has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty has always been working with retirees, which has been the most rewarding part of his career. As the National Reverse Mortgage Director for Movement Mortgage, his goal is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement crisis that can be avoided if we properly manage the trillions of dollars in home equity.
Tune in to the episode to hear about:
- Lessons learned from growing up on the farm
- What is the key to a great retirement?
- Common misconceptions about Reverse Mortgages
- How nothing affects retirement like housing
- The secrets of return risk can increase your legacy for children/heirs
Learn more about Harlan Accola:
Visit Harlan’s business website:
https://movement.comVisit Harlan’s YouTube Channel:
https://www.youtube.com/@MovementmtgConnect with Harlan on LinkedIn:
https://www.linkedin.com/in/harlan-j-accola-b6544819Follow Harlan on Twitter:
https://twitter.com/HarlanAccolaFollow Harlan on Facebook:
https://www.facebook.com/harlan.accolaAbout It’s Personal… Not Just Business
It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It’s Personal… Not Just Business podcast on Apple:
https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
Connect with Michael Fliegelman and It’s Personal… Not Just Business:
Website: http://www.lifeinsurancebrokeragemf.com
LinkedIn: https://www.linkedin.com › michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
41 min - Holistic Financial Coach, Fred Kettler
In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Fred Kettler of Kettler Financial, a 36+ year insurance & financial services veteran, and Financial Coach. Located in South Miami and founded in 1992, Kettler Financial is a well-respected, full-service independent insurance and financial services firm. Fred specializes in Personal Retirement & Income Planning Strategies, Asset Management, and Employee Benefits. A native New Yorker, Fred’s first five years in financial services were with Prudential Financial in Santa Monica, CA. Fred has incorporated a holistic, financial guidance “philosophy of care” that works! Instead of putting your assets fully at risk, he considers your complete financial picture and assures your financial security first.
Tune in to the episode to hear about:
- How Fred survived his upbringing in the concrete jungle of NYC and ended up on a beach in California as a photographer in the Air Force
- Lessons learned in Fred’s career that are transferable to the average person
- Fred’s journey from the one-dimensional job of sales to coaching clients in finances
- The importance of providing value to his clients
- How Fred balances work with his personal life, incorporating meditation and breathwork
Learn more about Fred Kettler:
Visit Fred’s website at: https://www.kettlerfinancial.com
Connect with Fred on LinkedIn:
https://www.linkedin.com/in/kettlerfinancialEmail: [email protected]
Call: 305-785-8101
About It’s Personal… Not Just Business
It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It’s Personal… Not Just Business podcast on Apple:
https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
Connect with Michael Fliegelman and It’s Personal… Not Just Business:
Website: http://www.lifeinsurancebrokeragemf.com
LinkedIn: https://www.linkedin.com › michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
34 min - How and Why to Manage Your Money with Bryan Kuderna
In this episode of It’s Personal…Not Just Business, Michael Fliegelman speaks with Bryan Kuderna, Author of “What Should I Do with My Money?” and Founder of Kuderna Financial Team. Bryan has a Master of Financial Services from The American College and a Bachelor of Science in Finance and Economics from The College of New Jersey. He has also studied at The University of Tampa and The University of Economics in Prague, Czech Republic. He holds the professional designations of Certified Financial Planner™, Retirement Income Certified Professional®, and Life Underwriter Training Council Fellow®.
Tune in to the episode to hear about:
- How Bryan got into finance after an interview with the Drug Enforcement Agency
- Bryan’s philosophy of being a Certified Financial Planner™
- Why Bryan is such a big fan of economics
- “Money isn’t math and math isn’t money”
Learn more about Bryan:
Visit Kuderna Financial Team’s website:
https://www.kudernafinancial.comVisit Bryan’s personal website:
https://bryankuderna.comSubscribe to Kuderna Financial Team’s YouTube Channel:
https://www.youtube.com/@thekudernapodcastConnect with Bryan on LinkedIn:
https://www.linkedin.com/in/bryan-kuderna-a3848316Follow the Kuderna Financial Team on LinkedIn Business:
https://www.linkedin.com/company/kuderna-financial-teamFollow the Kuderna Financial Team on Facebook:
https://www.facebook.com/KudernaFinancialTeamFollow Bryan on Twitter:
https://twitter.com/BKudernaFollow Bryan on Instagram:
https://www.instagram.com/bkudernaCheck out Bryan’s book, What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos: https://www.amazon.com/What-Should-Do-My-Money/dp/1264857934/ref=sr_1_4?
Email: [email protected]
About It’s Personal… Not Just Business
It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It’s Personal… Not Just Business podcast on Apple:
https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
Connect with Michael Fliegelman and It’s Personal… Not Just Business:
Website: http://www.lifeinsurancebrokeragemf.com
LinkedIn: https://www.linkedin.com › michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth
25 min - Protecting Your Assets With Jordan Albala
In this episode of It’s Personal… Not Just Business with Michael Fliegelman, we welcome guest Jordan Albala, Brokerage Manager at MetroDI, a brokerage agency for Disability Income and Business Protection products.
After graduating from the University of Michigan in 2009 with a degree in Architecture, Jordan joined the MetroDI team, representing the third generation of disability income specialists. His expertise in business products has helped many agents through financial underwriting. Jordan prides himself on teaching agents how to maximize their sales through multi-life and guaranteed issue concepts and has been an asset to many new and experienced insurance professionals.
Tune in to this episode as Jordan shares insights into:
- The history of Metro DI and how Jordan became the 3rd generation
- Two questions everyone should ask when buying insurance
- The importance of providing a better experience for both the advisor and the client
- Why the best marketer in the business is the Aflac duck
Learn more about and connect with Jordan Albala:
Visit Jordan’s business website:
https://www.metrodi.comConnect with Jordan on LinkedIn:
https://www.linkedin.com/in/jordan-a-96580215Follow MetroDI on LinkedIn:
https://www.linkedin.com/company/metrodi/aboutIt’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It’s Personal… Not Just Business podcast on Apple:
https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
Connect with Michael Fliegelman and It’s Personal… Not Just Business:Website: http://www.lifeinsurancebrokeragemf.com
LinkedIn: https://www.linkedin.com/in/michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth32 min - What Else Can I Do for You? With Dusty Rollins
In this episode of It’s Personal … Not Just Business with Michael Fliegelman, we welcome guest Dusty Rollins, a Tax Professional and Financial Advisor. Dusty was originally the owner of a construction company.
Tune in to This Episode as Dusty Shares Insights Into:- How his self-taught education in taxes began
- Dusty had no interest or desire to be in the finance industry, but involvement with the Economic and Banking Concept opened the door for him
- His specialty painting business gave him the financial freedom to solidify what he believed in and what he wanted to sell
- When COVID-19 hit, Dusty discovered that all his clients had the bulk of their liquidity in cash values, which protected them from wild swings in their portfolios
- The importance of listening, and how that is so critically important
- His business philosophy and the people that he prefers to work with
- How finding the right client results in a partnership
Learn More About Dusty Rollins:
Connect with Dusty on LinkedIn: https://www.linkedin.com/in/dustyrollins
Email him at: [email protected]
It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
Subscribe to the It’s Personal… Not Just Business podcast on Apple:
https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484
Subscribe to the It’s Personal… Not Just Business Video Series on YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos
Connect with Michael Fliegelman and It’s Personal… Not Just Business:Website: http://www.lifeinsurancebrokeragemf.com
LinkedIn: https://www.linkedin.com/in/michaelfliegelman
Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork
Twitter: https://twitter.com/SwanWealth44 min
About It's Personal... Not Just Business
From the publisher's feed
It's Personal... Not Just Business is a podcast hosted by MassMutual Brokerage Director, Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors &…
brokers.