The Success Paradigm

Chris is the co-founder of Charlottesville Insurance Agency, Inc., one of the largest Allstate Insurance Agencies in the United States with annual premiums in excess of $40 million. Additionally, Chris has been involved in more than 100 acquisitions and sales of insurance Agencies, either as a consultant, valuation specialist, or principal. His experience in the industry includes Agency and Company valuation; Multi-State Insurance Industry Operationsincluding Florida, Texas, Virginia, Georgia and Maryland; and Captive Insurance formation and management. In 2013, he was admitted in Florida court of law as an Expert Witness in Allstate Agency valuations. Chris is also the Founder & Executive Director of the Annual Mega Agency Conference, with attendees representing over $1B in P&C premium & 30 Major Industry Sponsors. Chris is married with two daughters, is an avid mountain biker and sailor, and is a frequent traveler to the British Virgin Islands.

This is his story.

Tim Bratz (pronounced "Brotts") is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets for their own portfolio. Working in real estate, Tim has built a passive business and created a residual income that allows him to live the lifestyle of his choice.

Tim now focuses on educating and empowering active operators and passive investors to become financially free through commercial real estate. Tim's investment companies own over 3,200 rental units across six states. Tim is a husband and proud father, graduate of the Goldman Sachs 10,000 Small Businesses program, mentor for the Advisor's Council mastermind, and active member of several other high-performance national entrepreneur & real estate masterminds.

This is his story.

Stuart MacMillan is a senior executive with over 30 years of management experience, the last 20 of which have been in the Direct Selling Channel.

After a successful career in the telecommunications industry with companies such as Cantel (now Rogers Wireless), ACC TelEnterprises and Teleglobe, MacMillan turned his sights to Direct Selling with a company based in Dallas Texas called Excel Communications. Stuart was responsible for its explosive international growth as the first International President of Excel Communications in Canada. He also led Arbonne in its foray into International as the first President of Arbonne Canada, where the company set business records with unparalleled results.

As the Co-Founding President of MONAT, he took this startup from zero to in excess of 400 Million in 5 short years. Mr. MacMillan has worked in both the United States and Canada and has spoken at events around the world including Europe, the Caribbean and South America.

This is his story.

On today's episode, we're going to be highlighting the ingredients to success that we've gathered from all our podcast guests thus far. This short recap is intended to give the "quick tips" to success.

Sean O'Brien is the Director of Sales within the Personal Property - Liability organization for the Allstate Insurance Company. Sean celebrated 30 years with Allstate in May of 2020.

As the Director of Sales, O'Brien is responsible for the success and optimization of the Direct Sales team. These responsibilities include the strategy and operations of the Direct Sales organization. He is responsible for building and cultivating strong relationships across all the Allstate modes of interaction, increasing sales production and improving the prospect experience.

O'Brien has extensive experience in sales and service coaching, he currently leads a network with over 600 sales professionals that will handle over one million sales calls annually.

O'Brien was a member of the Allstate leadership team that opened the Woodridge CIC (one of Allstate's first sales and service call centers) in 2000. Since then he has held various leadership roles within the contact center space. Sean has significant experience in sales and service leadership and has built very strong agency relationships.

Some of the significant milestones in Sean's career are the creation of the outbound sales organization, standing up test and learn capabilities, leading the San Antonio CCC, Northwest Region MOC member and the build and sustain of Allstate's pay for service Extra Hands programs. O'Brien has led and served on several advisory board panels and is often sought after for public speaking events on teamwork and coaching principles.

Prior to 2000, O'Brien was in various leader positions at the Allstate Print Communication Center. O'Brien joined Allstate in May of 1990.

Sean holds a bachelor's degree in Speech Communications from Eastern Illinois University. He is passionate about teaching and coaching and is a certified IHSA football coach. He and his family, wife Michelle, children Connor, Casey and Maggie, reside in Lemont IL.

This is his story.

Alex Morizio is a board certified ICU medical doctor at Palmetto General hospital.

He was born in Brooklyn NY, and raised in Old Bridge, NJ.

After attending high school, Christian Brothers Academy, and college at Rutgers, he received his Medical Degree from Ross University School of Medicine. He trained at Maimonides Medical Center in Brooklyn, NY and moved to Miami in 2008.

During his training in 2006, a close friend suggested that he perform stand-up comedy to balance his life. He's been hooked ever since! Alex goes on stage to perform stand up on a weekly basis, and says it's been a fantastic complement to his life.

Growing up in an Italian house, he was always exposed to cooking and has now taken it to the next level by starting his own cooking show on IG LIVE called "Cooking with Al" at 8PM every Tuesday night --> @dralexmorizio

This is his story.

Ray is a second-generation direct-sales entrepreneur. He followed his parents' example of combining strong family values with the fervent belief that anyone can achieve their dreams through hard work and determination.

With a degree in International Business, Ray co-founded ALCORA GROUP and now guides MONAT's success as CEO.

As Co-Founder and CEO of MONAT Global, Ray has led MONAT from humble beginnings in a small Miami, FL warehouse to a multi-million-dollar global beauty brand in just a few short years.

A native of Venezuela, Ray immigrated to the United States with his wife Carolina in 2000 with only $800 in his pocket. Following stints at Sears and as a door-to-door salesman, Ray founded Alcora Corporation, which would later become the parent company of his most successful venture to date: MONAT.

A second-generation direct sales entrepreneur, Ray found his love for the industry at a young age after seeing the impact it had on his family. He found inspiration for MONAT when he recognized a lack of awareness that your hair ages and that scalp care is just as important as skincare. As he dug into the multi-billion-dollar haircare industry, he made two key discoveries. There were no direct selling companies focused on haircare as their signature product line; and there were no haircare products focused on healthy aging. Ray saw an opportunity to disrupt both the beauty and the direct selling industries in a major way, and in 2014, he officially launched MONAT as a direct selling, healthy-aging haircare company – the first of its kind.

Under his leadership, MONAT has grown at a lightening pace, expanding into multiple international markets and, in 2019, launching a second product category: MONAT Skincare.

With Ray at the helm, MONAT has grown into a global beauty brand with hundreds of millions in annual revenue, more than 400 corporate employees, and an independent sales force, known as Market Partners, of over 200,000. The company has also revolutionized the direct selling model, introducing the social selling model that brings the direct sales model of yesteryear into the 21st century.

During his tenure, MONAT has accomplished a number of key strategic initiatives, including the launch of MONAT Gratitude, the company's philanthropic initiative focused on impacting families, children and education, and encouraging Market Partners to do the same in their communities.

Ray has received a number of awards and recognitions including a Gold Stevie Award for Entrepreneur of the Year in 2019 and a spot on South Florida Business Journal's List of Power Leaders for 2020. He earned a degree in International Business from Florida International University.

As tens of thousands of protesters take to the streets to speak out against racial injustice and police brutality across America and all over the world, people are asking "How did we get here?" and "Where do we go from here?"

On this special edition of THE SUCCESS PARADIGM, "Courageous Conversations", Jay Adkins will interview his co-host Greg Gray, and attempt to answer those questions and much more.

Great List of Books on Black History:

https://www.blackenterprise.com/best-black-books-black-history-month/?fbclid=IwAR2AcYfruu-3gVcnRCsvOaOyw5Voddl82QlBgxrryk67EXPugzdgDKjyjVA

Charley was born and raised in Fort Myers, Florida, and has a strong passion for local businesses and entrepreneurship. He is the CEO of one of the largest Allstate Insurance Agencies in the country, and has also founded or co-founded four different businesses. Charley's startup, Via Citrus, has been featured by publications such as Oprah Magazine, Vogue, and Goop as a top 10 e-commerce outlet for gift-purchasing. He is currently most motivated by helping others start their own social or for-profit enterprises. Charley attended Stetson University for his business undergrad degree, and Columbia University for his Post-Graduate degree. He currently lives in Atlanta, GA with his rescue dog Riggins.

This is his story.

Brian Pozzi joined Auto Club Group in September of 2017 to lead the Staff Counsel and Insurance Counsel groups as a Vice President in the Office of General Counsel. In 2018, he expanded his role to include that of Corporate Claims Officer responsible for leading more than 1300 claims professionals, handling over 400,000 claims each year against all three brands for the Auto Club Group. (AAA, Meemic and Fremont)

Prior to joining Auto Club Group, Brian spent twenty-two years at Allstate Insurance Company filling various roles in both the legal department and business side.

Brian began his legal career in the Philadelphia Staff Counsel office of Allstate Insurance Company in 1995. He progressed through that office becoming Lead Counsel for claims-related litigation in Philadelphia and surrounding counties in Pennsylvania. He has extensive experience in dealing with legal issues. In addition to being an accomplished trial attorney, he has managed staff attorneys, paralegals and legal secretaries in multiple locations.

In 2003 Brian became New York Regional Counsel for Allstate Insurance Company. Additionally, he was a key member of Allstate's New York Market Operating Committee, the senior management team responsible for the strategic management and direction of all business initiatives of the three billion dollar Allstate New York operation.

In 2009 Brian became the Lead Distribution Attorney for Allstate Insurance Company in their headquarters in Northbrook, Illinois. He led a team of attorneys that provided advice and counsel to the company relating to distribution through 12,000 exclusive agents, 2000 independent agents and 3 call centers countrywide.

Later in Brian's Allstate career the company leveraged his diverse experience by moving him over to the business side to lead a team developing improvement and expansion of exclusive agency programs. In addition, he led a large cross-functional team focused on developing an enhanced Go-To-Market strategy for the Corporation.

Brian graduated from the University of Delaware with a BA in History, and received the Dean's Merit Award for Excellence in the School of History. In addition, he received his Juris Doctor degree from Widener University. He is licensed to practice law in Pennsylvania, New Jersey, Michigan, Washington D.C. and Federal Court for the Eastern District of Pennsylvania.

Brian is the President of the Board of Directors, and a volunteer of the Emmaus House of Hospitality. The Emmaus House, located in Lake Zurich, Illinois is a 501(c) (3) whose mission is to provide food, temporary housing and personal items not covered by food stamps to members of the community who are in need of such vital services.

This is his story.