The Deep Wealth Podcast - Unlock Your Deep Wealth In Business and Life

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“Be an enabler to help people create their ideal version of life” -Bryan Clifton

Jeffrey Feldberg and Bryan Clifton covered a range of topics related to family businesses, including succession planning, leadership transitions, and the impact of AI. Bryan shared his experience growing up in a family business and how it shaped his views on entrepreneurship. He emphasized the importance of not assuming that a business will stay in the family and the need to consider whether it is worth passing on to the next generation. Bryan also provided insights into the complexities of leadership transitions in family businesses and the challenges of dealing with family pressure to put non-family members into leadership positions.

Jeffrey and Bryan discussed the challenges of generational transitions in business, including family dynamics, conflict resolution, and the need for a fundamental strategy for the business moving forward. They emphasized the importance of understanding the motivations of potential leaders and how it can impact the company's culture. Bryan challenged the myth that family businesses are meant to last for long periods of time and emphasized the importance of passing down values, perspective, and skill sets. They also discussed the impact of AI on family businesses and the need for businesses to adapt to the changing landscape of technology and work in order to remain relevant and successful.

Bryan shared a personal story about leading his family's company through bankruptcy as a teenager and reflected on the impact it had on his views on risk, business operations, and people. The meeting ended with a discussion of the typical reach of Deep Wealth's services and the upcoming release of Version two of The Deep Wealth Master of the System. They also discussed potential collaboration opportunities and plans to stay in touch. Overall, the meeting provided valuable insights into the challenges and opportunities of family businesses and the importance of redefining success.

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Bryan Clifton | LinkedIn

Bryan Clifton | Instagram

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

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The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
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“Commit to hiring the best people.” -Mike Kaeding 

Jeffrey Feldberg and Mike Kaeding talk about how Mike has vertically integrating his construction company to reduce costs and increase efficiency. He has also created an investment platform, Norhart Invest, which allows retail investors to deposit money and earn a fixed interest rate. He has gone through SEC approval to make this possible.

Mike suggests that to attract world-class talent, companies need to have someone doing the recruiter role and be able to sell themselves to potential hires. He also encourages companies to be brave and make the hard choices to let good people go so they can find the great ones.

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SELECTED LINKS FOR THIS EPISODE

Norhart

Zero to Unicorn on Apple Podcasts

Mike Kaeding (@mikekaeding) / X

Norhart | Forest Lake MN

Mike Kaeding - Chief Executive Officer - Norhart | LinkedIn

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

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“Everything is going to be OK.” -David Stillman

Jeffrey Feldberg and David Stillman discussed the significance of understanding generational differences in the workplace.

David shared his extensive experience in generational research and his involvement in startups, as well as his passion for writing fiction. He discussed his recent success with a one-person musical which won Best of Fringe. He emphasized the importance of pursuing side projects and taking risks, even if there is no commercial value attached to them, as they can end up being successful and fulfilling.

Overall, the meeting highlighted the importance of pursuing passions, building connections, and understanding generational differences in the workplace. The speakers emphasized the need for diversity and inclusion and the importance of being prepared for future opportunities.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

GenGuru

David Stillman - Founder, Best Selling Author, Subject Matter Expert, Keynote Speaker, Consultant - GenGuru | LinkedIn

David Stillman | Amazon

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Don’t take yourself too seriously and don’t see failure as failure.” -Jason Helfenbaum

Jeffrey Feldberg and Jason Helfenbaum discussed various topics related to business growth and continuity. They talked about the technical difficulties they were experiencing with their video call and gave updates on their respective businesses. Jason shared his process for working with businesses, which involves listening carefully and understanding the business, offering a complimentary consult, and identifying areas of leakage or opportunity. Jeffrey added to the discussion by highlighting the importance of communication, KPIs, and team collaboration in achieving business growth.

Jeffrey and Jason stressed the importance of balancing continuity and scalability to achieve sustainable business growth. They also provided insights into the engagement process at Deep Wealth, which involves creating a comprehensive mindmap of the entire business and identifying areas of opportunity for prototyping. The engagement process is tailored to the needs of each client and can range from one to six months, depending on the scope of work. They discussed the importance of using the right wording and vocabulary when implementing change in an organization and suggested that short-term and long-term goals should be considered when implementing change.

Finally, they discussed strategies for productivity and growth, including nailing down your vision and living it, differentiating between tasks you could do versus tasks you should do and delegating accordingly, and remaining curious and asking lots of questions to learn from mentors and grow. They also discussed how listeners can book a free consultation with Jason and where to find him online.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

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ClicKnowledge

Podcast: Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Through Training And Efficiencies (#40)

ClicKnowledge Booking

Jason Helfenbaum, CTDP - President - ClicKnowledge | LinkedIn

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Give to your relationships freely and abundantly.” -Alan Crone

Jeffrey Feldberg interviews Alan Crone who emphasizes the importance of understanding the roles of employees and how they contribute to the company's mission. He suggests that job descriptions should be updated regularly and that communication is key to building relationships with employees. He also recommends reading The E Myth Revisited to understand how to hire the right people for the right roles.

Jeffrey and Alan discuss the importance of having clear job descriptions and how it can lead to legal issues if not done correctly. They also discussed the potential costs of not having clear job descriptions, which can range from increased premiums on unemployment insurance to settlements of up to a million dollars. Alan also discussed his subscription service which provides unlimited telephone and email access to help reduce litigation budgets and create happier employees.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

The Crone Law Firm

The Crone Law Firm (@TheCroneLawFirm) / X

The Crone Law Firm, PLC | Memphis TN

Alan Crone - Memphis

Book: The Law at Work: A Legal Playbook for Executives and Professionals

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“You’re already great and just don’t know it yet.” -Donna Lichaw

Jeffrey Feldberg and Donna Lichaw discussed Donna’s journey from working on product development for well-known companies to becoming an executive coach and leadership development expert. She explained how she realized that many companies struggled with turning their customers into heroes of a mythical story, which led her to explore the question of whether leaders can be heroes too. This realization eventually led her to shift her focus to executive coaching and leadership development, as she recognized that great products and companies cannot be built without great people.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Donna Lichaw

Donna Lichaw (@dlichaw) / X

Donna Lichaw - Author, The Leader's Journey: Transforming Your Leadership To Achieve the Extraordinary

Book: The Leader's Journey: Transforming Your Leadership to Achieve the Extraordinar

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Enjoy the journey.” -Matthew Davis

Jeffrey Feldberg and Matt Davis discussed the importance of culture in his successful law firm and how it has helped them attract the right talent and retain clients. He also discussed the importance of assessing weaknesses and threats in order to capitalize on opportunities and prevent business failure. He suggested using a checklist and brainstorming to come up with smart questions to identify potential problems.

Matt suggests that business owners should take the time to brainstorm and identify their weaknesses and threats in order to be prepared for any catastrophes or ignorance. He also suggests that they should look into the Businesss Immune System Report and the Strong Protective Business Report to identify their competition and how the government can affect their businesss.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Davis Business Law

Davis Business Law - Facebook

Davis Business Law - YouTube

Davis Business Law, P.L.L.C. | LinkedIn

Book: The Art of Preventing Stupid: How to Build a Stronger Business Strategy through Better Risk Management

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Get a mentor as fast as you can.” -Pete Mohr

Pete Mohr and Jeffrey Feldberg discussed the importance of allowing decisions to be made at the lowest possible level of the organization and Pete shared his experience of owning businesses for over 30 years. He has created systems and frameworks to help business owners move from operator to owner and allow decisions to be made at the lowest possible level. They also discussed the psychology behind why business owners may struggle to let go of decision making.

Jeffrey and Pete discusse the importance of defining guiding principles, critical actions, and key characteristics for businesss owners to move from operator to owner. He also discussed his "Love it or Leave it" framework, which involves mapping out everything a business owner is accountable for and categorizing it into four quadrants. This helps businesss owners understand how much time they are spending in each quadrant and how to adjust their activities to focus on what they love and are good at.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Simplifying Entrepreneurship

Simplifying Entrepreneurship (@SimplifyingE) / X

Peter Mohr | Business Coach (@petemohr_coach) • Instagram photos and videos

Simplifying Entrepreneurship | Facebook

Simplifying Entrepreneurship - YouTube

Pete Mohr - Entrepreneurial Coach | Speaker | Mastermind Facilitator - Simplifying Entrepreneurship | LinkedIn

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“Chill out. It will all work out.” -Grant Baldwin

Jeffrey Feldberg and Grant Baldwin discuss the importance of public speaking and how it can be used to grow a business. They also discussed the need to have a clear strategy and goal when it comes to speaking and how to make sure to avoid common mistakes. Finally, they discussed the esteem associated with being a speaker and how it can be used to influence, network, and make an impact.

Grant recommends that speakers practice and prepare a lot, use stories to connect with the audience, and be vulnerable when telling stories. He also suggests capturing stories as they happen and being clear about the point of the story.

Grant suggests that when crafting a story, speakers should always ask themselves two questions: "So what?" and "Now what?" He also emphasizes the importance of playing to one's strengths and being authentic, as well as delivering the story in a way that matches the size of the room. He suggests enunciating clearly and speaking at a speed that the audience can follow, as well as looking into the camera when making key points.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

The Speaker Lab (@thespeakerlab) / X

The Speaker Lab (@thespeakerlab) • Instagram photos and videos

The Speaker Lab / Facebook

The Speaker Lab | LinkedIn

thespeakerlab /Tiktok

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.

Send us Fan Mail

“You don’t need to worry.” -Ahmie Baum

Jeffrey Feldberg and Ahmie Baum discuss the services offered by Interchange Capital, which specializes in helping family businesses navigate the complexities of the four interchanges of the life cycle: individual, family, business, and ownership. They also discussed how Interchange Capital can help business owners with growing and scaling their business, generational conversations, family office building, and liquidity events.

Ahmie has  humble beginnings that led him to become the go-to advisor for family businesses. He helps business owners recognize the complexity of the interchange between the individual, the family, the business and the owner, and guides them to make the crooked path straight and maximize value. He helps them understand the importance of removing themselves as the linchpin and having the right advisors in place.

Ahmie discussed the importance of communication, conflict resolution, and recognizing wealth is created second business. He advised listeners to get clarity by asking themselves questions about their goals and to trust their special sauce. He also suggested that people should not worry too much about things that may never happen.

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Ahmie Baum, CEO | LinkedIn

Cockroach Startups: What You Need To Know To Succeed And Prosper

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

The Deep Wealth Podcast

Most entrepreneurs do not fail.
They just carry too much for too long.

The business grows. Pressure grows faster. Profits get harder to predict. Decisions cost more energy. Over time, focus slips and health takes the hit.

The Deep Wealth Podcast and Deep Wealth Mastery are built from real experience. We're the only system based on a 9-figure exit. This system exists because guessing gets expensive.

🧠 Deep Wealth Mastery

This is for you if you want to:
 • Grow a profitable business without becoming the bottleneck
 • Build real value so selling is optional, not forced
 • Optimize your health before it limits your business and life

One proven roadmap for real decisions.

⭐ Explore Deep Wealth Mastery
https://iapdw.com/idm

🎧 Subscribe
https://iapdw.com/podcast

📘 Free eBook
https://iapdw.com/ebook

💬 Have a question you keep circling back to?
Leave a short voicemail
https://podcast.deepwealth.com/voicemail/

Built by entrepreneurs. For entrepreneurs.