Strategic Advisor Board

Strategic Advisor Board

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Strategic Advisor Board episodes

  • Episode 792 "War Room Round Table": The Challenges and Innovations in Entrepreneurship with Keith Lambert

    Phillip Lanos is joined by Keith Lambert, President of Oxidizers Inc., who shares his extensive journey in the world of oxidizer design, fabrication, and installation. Keith discusses his transition from a design engineer to co-founding a division and eventually starting his own venture. He highlights the hurdles such as limited growth opportunities and the necessity to innovate from the ground up. Both Keith and Phillip emphasize the significance of personal development, resilience, and the crucial role of a supportive network in overcoming self-doubt and distractions. They dive into Keith's unique business model that focuses on serving underserved sectors, thereby creating a loyal customer base and exceeding revenue expectations. The duo also explores the importance of maintenance work in industries ranging from food production to automotive manufacturing, discussing Keith’s innovative maintenance platform, Incheck, designed to enhance daily operations and ensure safety. This episode not only sheds light on the unrecognized value of maintenance work but also discusses the symbiotic relationship between technological advances and human interaction within the industry. Tune in for a deep dive into the entrepreneurial spirit that drives industry innovation and the inspirational journey of a seasoned entrepreneur.


    For more go to: https://www.strategicadvisorboard.com


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

    Jason Miller: https://www.linkedin.com/in/jasontmiller-sab

    Phillip Lanos: https://www.linkedin.com/in/philliplanos/



    Keith Lambert

    https://oxidizers.net/

    https://www.linkedin.com/in/keith-lambert-7bb3852b/

    31 min
  • Episode 791 "Pivot Perspectives": Chris Felton on Rewriting Your Money Story for Financial Freedom

    In this captivating episode, financial expert Chris Felton takes us on his personal journey from being $250,000 in debt and on the brink of a second divorce to achieving remarkable financial freedom. Chris opens up about the often overlooked but critical role that mindset plays in financial management. He explains how shifting your beliefs about money can fundamentally change your financial outcomes. Throughout the episode, Chris shares actionable strategies that helped him overcome deep-seated financial programming and provides insights into how you can apply these techniques to not only improve your financial well-being but also enhance your life's overall quality. Listen in as Chris discusses the importance of understanding your money story, engaging with mentors, and setting unifying financial goals. Whether you're struggling financially or simply looking to elevate your financial knowledge, this episode offers valuable lessons on rewriting your narrative for lasting wealth and success. Join us to find out how you can start transforming your financial destiny today!


    For more go to: https://www.strategicadvisorboard.com


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

    Chris O'Byrne: https://www.linkedin.com/in/chrisobyrne/



    Chris Felton

    https://www.linkedin.com/in/chfelton-author-speaker/

    38 min
  • Episode 789 "Moments with Foo": Being The Nation's First Undocumented Attorney: Fighting for Justice and Changing Lives

    In this inspiring episode of Moments With Foo, join us as we interview Sergio C. Garcia, the nation's first undocumented attorney. Sergio's story is a testament to the power of persistence, hard work, and the unwavering support of family and faith. Despite the challenges of being undocumented, Sergio built a thriving law firm worth $15 million, starting with just a cell phone, a laptop, and $30 in the bank. His relentless networking and determination led to a landmark victory, changing California law to allow undocumented professionals to obtain licenses. Beyond his legal career, Sergio is a dedicated philanthropist, actively supporting students through the Sergio C. Garcia Foundation.


    Don't miss out on Sergio's invaluable insights on leadership, the importance of self-care, and the enduring power of the American Dream. His journey is a living testament that with resilience and a strong work ethic, success is within reach, no matter the odds.


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/


    James Foo Torres: https://www.instagram.com/jameslfoo/

    https://www.linkedin.com/in/jameslfoo

    Website: https://ImperiumAuthority.com/


    Sergio C. Garcia

    Facebook: https://www.facebook.com/sergio.c.garcia.5/

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

    32 min
  • Episode 788 "Successful Minds": Unlocking Financial Efficiency: Legal Insights and CPA Expertise with Chris Lake

    In this enlightening episode of Successful Minds, we delve into the world of financial efficiency and strategic tax savings with the multifaceted Chris Lake. Chris brings a unique blend of legal and CPA expertise to the table, offering businesses an unparalleled approach to reducing annual taxes and operational costs. Discover how leveraging statutory tax breaks, often overlooked by traditional CPA services focused on compliance rather than savings, can significantly benefit your business.


    Chris, a licensed specialist in health and life insurance, also shares insights into creating programs that minimize healthcare-related expenses. Additionally, we explore the potential of R&D credits as a tool for fostering innovation while achieving substantial savings. With over a decade of experience in merchant services, Chris provides valuable advice on reducing credit card processing costs, further emphasizing the comprehensive nature of his financial strategies.


    From discussing the integration of health and life insurance into financial planning to unveiling common misconceptions about R&D credits and the importance of optimal corporate structuring, this episode is packed with actionable advice. Whether you're a business owner looking to navigate the complexities of tax savings or an entrepreneur curious about restructuring for efficiency, Chris’s expertise offers a roadmap to financial success.


    Tune in to learn how Chris Lake's approach not only diverges from traditional practices but also how it has helped businesses achieve tangible savings, positioning them for sustained growth and success. For SMBs paying significant annual taxes and seeking innovative ways to enhance their financial health, this conversation is the first step toward realizing potential savings and optimizing your business strategy.


    Connect:

    Strategic Advisor Board: www.linkedin.com/company/strategic-advisor-board

    Patricia Baronowski-Schneider: https://www.linkedin.com/in/patriciabaronowski/

    https://www.pristineadvisers.com/


    Chris Lake

    Website: https://www.jnclake.com/

    Linkedin - https://linkedin.com/in/chris-lake-jnc

    32 min
  • Episode 787 "War Room Moments": Claire Milligan Talks About a Family of Bankers to Her Life in High Performance Tech

    In this episode, Jason Miller is joined by Claire Milligan, CEO of Aimably. Claire Milligan whether she’s helping businesses transform their cloud spending or hitting the slopes as a ski patroller, Claire Milligan thrives on distilling complex problems down to their core issues — and turning these pragmatic findings into groundbreaking solutions. Through a journey spanning marketing, UX, and leadership roles at tech companies like Tallie and SpringAhead, she’s meticulously constructed a diverse skill set built upon hands-on expertise and an unrelenting thirst for knowledge. Now, as the CEO of startup Aimably, she’s applying her unique superpowers to help businesses grow by spending smarter and dramatically reducing their cloud costs. Stay tuned for more!


    For more go to: https://www.strategicadvisorboard.com


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

    Jason Miller: https://www.linkedin.com/in/jasontmiller-sab


    Claire Milligan

    Website: https://www.aimably.com/ | https://www.clairemilligan.com/

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

    21 min
  • Episode 786 "War Room Round Table": Revolutionizing Healthcare: Dr. Anmol Kapoor on Genomics, Personalized Medicine, and Patient Empowerment

    Phillip Lanos welcomes Dr. Anmol Kapoor, a distinguished cardiologist, entrepreneur, and advocate for predictive health and genomics. Dr. Kapoor shares his journey from frustration with traditional heart failure biomarkers to founding Ei, a company aimed at simplifying point-of-care testing for patients at home. He discusses the limitations of labeling medical conditions as 'idiopathic' and emphasizes the need for personalized treatment that caters to individual patient responses.


    The conversation also delves into the vital issues of patient health record access and the transformative potential of genomic information in predicting and preventing health problems. Dr. Kapoor explains the innovative approaches his companies are adopting, including a new software technology by Cardiai set to enable real-time genomic analysis starting this May.


    Further, they explore the significance of blood-based genetic testing over saliva tests, the development of personalized health plans through DNA analysis, and the critical need for optimizing medicine for women and minorities. Dr. Kapoor, with his extensive background in cardiology, artificial intelligence, and genomics, provides invaluable insights into how modern technology and open data can empower patients and revolutionize healthcare systems globally.


    For more go to: https://www.strategicadvisorboard.com


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

    Jason Miller: https://www.linkedin.com/in/jasontmiller-sab

    Phillip Lanos: https://www.linkedin.com/in/philliplanos/



    Dr Anmol Kapoor

    https://cardiai.com/

    https://www.facebook.com/DrAnmolSKapoor

    https://www.instagram.com/anmolmd/

    42 min
  • Episode 785 "Pivot Perspectives": Rocky Romanella with Leadership Lessons from Starting The UPS Store

    Join us as we explore a transformative leadership journey with Rocky Romanella, the visionary behind the UPS Stores’ remarkable success. In this episode, Rocky shares how lessons from childhood trips to the Hershey factory inspired a management style centered around transparency and trust. Discover how embracing challenges and maintaining a learner's mindset can lead to profound business insights and personal growth. Tune in to learn how you can apply Rocky's balanced leadership approach to encourage your team to think like customers, feel valued, and act like owners. This episode is a must-listen for anyone looking to enhance their leadership skills and drive meaningful change in their organization.


    For more go to: https://www.strategicadvisorboard.com


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board

    Chris O'Byrne: https://www.linkedin.com/in/chrisobyrne/



    Rocky Romanella

    https://www.linkedin.com/in/rockyromanella/

    54 min
  • Episode 784 "The Inclusivity EQ Podcast": Michael Richards

    The Inclusivity EQ Podcast champions inclusion in the workplace – and in this thing we call life. We navigate the vast landscape of inclusive practices, bringing you insightful conversations with industry leaders, experts, and trailblazers who are shaping the future of work.

    In this episode, we have the privilege of speaking with Michael Richards, a seasoned entrepreneur and business strategist whose passion for community development has guided his remarkable career. 


    #SaulGomez #MichaelRichards #StrategicAdvisorBoard #inclusivityeqpodcast #eqpodcast #businessstrategist #workplace #inclusion #entrepreneurship #leadership #career


    For more go to: https://www.strategicadvisorboard.com/


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/

    Saul Gomez: https://www.linkedin.com/in/saulgomez


    Michael Richards

    Website: https://www.mhrholdingsllc.com/

    53 min
  • Episode 783 "Successful Minds": Demystifying AIM Investing with Jeffrey Webber: A Financial Visionary’s Tale

    Join us on Successful Minds where we delve into the mind of Jeffrey Webber, a distinguished financial advisor, newsletter author, and the maestro of AIM investing. Jeffrey takes us on a journey from his roots as a US Army auditor to developing a unique emotion-free investing strategy. He demystifies the complexities of options investing, addresses common misconceptions, and shares how his generosity in giving away his book aligns with his investment philosophy. Celebrating three decades of his influential newsletter, Jeffrey recounts stories that shaped his methods and explains how LEAPS can be a conservative tool for the new investor. His approach is designed for simplicity, hinging on basic arithmetic to ensure it's accessible to all. As we look ahead, Jeffrey provides insight into how his methods stand up to market changes and offers sage advice for sustaining profitability in your long-term investment journey. Tune in for a masterclass in financial wisdom you won't want to miss!


    Connect:

    Strategic Advisor Board: www.linkedin.com/company/strategic-advisor-board

    Patricia Baronowski-Schneider: https://www.linkedin.com/in/patriciabaronowski/

    https://www.pristineadvisers.com/


    Jeffrey Webber

    Twitter (X) - https://twitter.com/jjjinvesting

    Facebook - https://www.facebook.com/jeffreyweber.376

    LinkedIn - https://www.linkedin.com/jjjinvestingingservices

    53 min
  • Episode 782 "Moments with Foo": Jessper Maquindang on Creating a Positive Work Environment for Your Team

    Jessper Maquindang is a company culture consultant, who helps leaders and managers build stronger teams. With over 12 years of experience improving the effectiveness and productivity of many teams, including American Ring Travel and Junior Chamber International, he enjoys finding ways to inspire collaboration and camaraderie. Despite growing up with asthma, Jessper has become a 14-time marathon runner. From a young age, Jessper aspired to be a leader, and despite his introverted nature, he embraced numerous opportunities that came his way. He navigated through various leadership roles, from college orientation to a Fortune 500 management program, ultimately becoming a consultant dedicated to improving employee engagement and productivity. Mark delves into the essence of effective leadership, emphasizing the importance of fostering a sense of community and belonging within teams. He shares practical strategies for leaders to support employee growth, celebrate failures, and create a positive and fun work environment.


    Tune in to learn more!


    Connect:


    Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/


    James Foo Torres: https://www.instagram.com/jameslfoo/

    https://www.linkedin.com/in/jameslfoo

    Website: https://ImperiumAuthority.com/


    Jessper Maquindang

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

    24 min

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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain…