Discover actionable insights for wealth management, achieving financial goals and serving clients with excellence.

Steve DiGregorio, founder and CEO of Compass Asset Management Group, shares his journey in the financial industry, highlighting a pivotal moment where he realized the impact of helping clients achieve their financial goals.

Key takeaways:

Mission and Fulfillment: Steve's career shift was driven by a desire to make a meaningful difference in clients' lives, emphasizing the importance of aligning one's work with a sense of purpose.

Client-Centric Approach: Compass Asset Management Group focuses on listening to clients' needs, providing personalized financial guidance, and ensuring accountability in achieving financial goals.

Early Financial Planning: Steve underscores the importance of starting financial planning early to leverage the power of compounding and achieve long-term goals effectively.

Continuous Engagement: Regular communication and updates are crucial in financial planning, helping clients stay informed about their progress, market changes, and adjustments to their financial strategies.

This episode highlights the significance of personalized financial planning, early goal setting, and ongoing engagement in achieving financial success and security.

Learn more about Compass Asset Management Group https://compassamg.com

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

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Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

Discover the transformative journey of Dr. John Dentico on "Milestone Moments in Business and Leadership." Join host Sheila Slick as they delve into Dr. Dentico's pioneering work in leadership through simulation. Uncover insights on navigating today's leadership challenges, understanding the LeadSimm Leadership Simulation Method, and his personal milestones that shaped his impactful career.

Whether you're an aspiring leader or seasoned professional, this episode promises actionable strategies and inspiring anecdotes to accelerate your leadership journey. Tune in and explore how simulations can revolutionize your approach to leadership.

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

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Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

In this episode, we are joined by Dr. Patricia Petralba, founder of Thrive Life Center and head coach of the Revive and Thrive Program. Dr. Petralba shares her journey from experiencing burnout after medical school to becoming a board-certified physician in family medicine and a graduate of the integrative medicine fellowship at the University of Arizona. Her passion lies in transforming lives holistically and sustainably, helping ambitious women perform without burnout and feel fulfilled in all areas of life.

Join us as we uncover Dr. Petralba’s strategies for preventing burnout and achieving sustainable success. Tune in to learn how you can integrate these practices into your life for better performance and fulfillment.

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
• Follow me on X (formerly Twitter): https://x.com/sheilaslick
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For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

Join us as we delve into the inspiring journey of Wayne Berenger, who scaled the heights of Mount Kilimanjaro and returned with profound leadership insights. In this episode, we uncover how embracing humility and recognizing one's unique superpowers can transform leadership styles and foster more effective, compassionate, and resilient teams. Wayne's adventure serves as a compelling metaphor for the challenges and triumphs leaders face in their own professional climbs. Don't miss this engaging exploration of personal growth and leadership excellence!

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
• Follow me on X (formerly Twitter): https://x.com/sheilaslick
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For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

Matthew shares his inspiring journey, including a life-changing car accident, battling chronic pain, and the pivotal moments that drove him to build a successful marketing business. Discover valuable insights on navigating change, building resilient businesses, and achieving your fullest potential. Subscribe now and be inspired by the milestone moments that mark the path to success. Visit consultingbyprime.com to learn more about Matthew Sensari and connect with him on LinkedIn and Instagram. Tune in and start your journey towards achieving success today!

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
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For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

In this episode, our featured guest is Teresa Rand, founder and CEO of Teresa Rand Consulting and the Boss Lady Women's Leadership Community. Join us as Teresa discusses career transition, the pivotal moments that shaped her path, and the valuable lessons she learned along the way. From announcing her retirement at a women's retreat to founding her consulting company, Teresa shares insights on resilience, motivation, and the importance of evolving in one's career.

Discover how setbacks can fuel resilience and why giving yourself grace is essential on the journey to success. Tune in to Milestone Moments in Business and Leadership and embark on a journey of growth and empowerment with Teresa Rand.

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
• Follow me on X (formerly Twitter): https://x.com/sheilaslick
• Subscribe on YouTube: https://www.youtube.com/@fivemilestones

For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

In this episode, Sheila Slick interviews Dan Nicholson, who shares his journey from a young entrepreneur to a successful CPA and author. Dan's story highlights his early start in the business world, leading to a significant career shift at UPS that steered him towards accounting. His experience laid the groundwork for his own CPA firm, where he encountered the challenges and rewards of entrepreneurship.

Dan discusses the core strategies from his book, "Rigging the Game," emphasizing the importance of optimizing over maximizing in small business and defining a solvable problem that aligns with personal wealth goals. He introduces the concept of different wealth types, their risks, and the importance of focusing on net worth and financial optimization.

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
• Follow me on X (formerly Twitter): https://x.com/sheilaslick
• Subscribe on YouTube: https://www.youtube.com/@fivemilestones

For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

founder of Motivational Check LLC. Terry's diverse background, including roles as a marketing executive, hospital administrator, SWAT team negotiator, and motivational speaker, offers a wealth of wisdom for those seeking personal and professional growth.

Terry Tucker, founder of Motivational Check LLC, offers a wealth of wisdom for those seeking personal and professional growth. His diverse background, including roles as a marketing executive, hospital administrator, SWAT team negotiator, and motivational speaker, His journey exemplifies the transformative power of resilience, lifelong learning, and unwavering determination. As we navigate our own paths, Terry's insights serve as beacons of hope and guidance, illuminating the way toward sustainable excellence in every aspect of life.

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
• Follow me on X (formerly Twitter): https://x.com/sheilaslick
• Subscribe on YouTube: https://www.youtube.com/@fivemilestones

For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

Bianca Smith, founder of Simplified Marketing Services, exemplifies the power of pivoting in entrepreneurship. From her journey as a military spouse to leading a marketing agency in Spain, Bianca's story underscores the importance of embracing change and adapting to different seasons in life and business.

Throughout her entrepreneurial ventures, which include launching a vinyl shop and a bookkeeping firm before transitioning into social media and virtual assistant services, Bianca emphasizes the necessity of flexibility and continuous learning. She advocates for simplifying marketing strategies, tailoring them to individual needs, and maintaining a manageable approach. By keeping abreast of marketing trends and dedicating time to learning and experimentation, Bianca highlights the importance of staying updated in the ever-evolving landscape of marketing.

Moreover, Bianca stresses the significance of work-life integration, drawing from her own experiences to underscore the importance of finding balance between work and personal life. Her holistic approach to success serves as a valuable lesson for entrepreneurs at all stages, offering practical advice and inspiration for navigating the dynamic world of business and marketing.

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
• Follow me on X (formerly Twitter): https://x.com/sheilaslick
• Subscribe on YouTube: https://www.youtube.com/@fivemilestones

For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/

Brandon Gano's journey emphasizes mission-driven business, customer experience, scalability, strategic planning, and a quarterly project-based approach for success.

Our guest, Brandon Gano, owner of WhadIf, shares how he transitioned from a previous business venture that didn't align with his mission to What If, where he helps small business owners streamline their operations. He emphasizes the importance of maximizing the customer experience and implementing systems to scale businesses efficiently.

Gano's framework involves focusing on 10 fundamental areas of business, including strategic planning, and leveraging connections between them to simplify decision-making. He introduces the "four Ds" process (delete, delay, delegate, do) as a filter for making quick and effective decisions.

Gano suggests using tools like Notion to manage projects and facilitate decision-making within the business architecture framework. This episode highlights the significance of mission-driven leadership, customer-centric approaches, and efficient systems in achieving business success.

Connect with Brandon https://gowhadif.com/home

Milestone Moments in Business & Leadership is more than just a podcast; it’s a resource designed to empower women entrepreneurs and business owners. We provide the tools and support you need to achieve work-life balance and thrive in your business.

Stay connected!

• Sign up for Milestone Insights: Weekly insights delivered to your inbox
• Connect with me on LinkedIn: https://www.linkedin.com/in/sheilaslick/
• Follow me on X (formerly Twitter): https://x.com/sheilaslick
• Subscribe on YouTube: https://www.youtube.com/@fivemilestones

For more information, please visit our websites.

Sheila Slick: https://sheilaslick.com

Five Milestones: https://fivemilestones.com/show/