The Wow Factor

Barbara K. Lupient is the retired CEO and current Board Chair of The Lupient Companies, a household name in Minneapolis, Minnesota, known for their quality products and commitment to customer service. Barbara Lupient built on the reputation her husband helped create, and following his death, she carried on the business and assisted her children to assume greater responsibility and ownership roles. Today, the second and third generation of Lupient family members continue the business while Barbara "retires to" the next stage of her career -- serving as Board Chair and as a philanthropist, her primary current focus on Opportunity International, an organization dedicated to helping (primarily) women in developing countries create and successfully manage their businesses, working to liK their families out of poverty.

Barbara joins the Wow Factor podcast to share her experience and insight with leaders facing external complications or pressure in their business or industry and gives her advice on how to move forward as a leader in challenging times. She discusses some of the issues that are unique to leading a family business and her strategy for having a positive professional relationship with your children when they join the family company. Barbara also highlights the difference we can make as leaders when we lead with authenticity and integrity and aren't afraid to be honest and transparent with our people.

"There's just something in you, that God has put there, that gives you a skill set that allows you to be successful when you're a leader and allows you to be successful when you're managing people." - Barbara Lupient

"As a giver, you receive far more than you ever give. You receive it in joy, you receive it in relationships, you receive it in so many ways." - Barbara Lupient

"It seems to be the nature of life that we make mistakes — but if we can learn from them, I think that's a good thing." - Barbara Lupient

This Week on The Wow Factor:

• Growing up as the oldest daughter of six children in North Dakota and how that informed Barbara's leadership skills and work ethic
• When it became apparent that the industries of real estate and automotive had a strong family focus
• When Barbara's husband, Jim, founded the first dealership and some of the twists and turns in the first few years of business
• Some of the reverses that Barbara has endured in business and in life and how she and the company got through those challenging times
• What Bart o do as a leader for her team when Gens pulled the rug from under the business
• Jim's Parkinson's diagnosis and it's impact on Barbara, her family, and the company
• The importance of being authentic, being true to yourself, and being true to your moral compass in all that you do
• What drew Barbara to Opportunity International and why she felt connected to their purpose of supporting women in business

Barbara Lupient's Words of Wisdom:

If people lead from their own True North and make choices that align with their authentic purpose, then we would not have all this contention in the world today. Leaders need to be looking outward to the greater good rather than focus on their own needs.

Connect with Barbara Lupient:

• Lupient Automotive Group Website
• Lupient Automotive Group on Instagram
• Lupient Automotive Group on Facebook
• Lupient Automotive Group on Twitter

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

Having spent more than 35 years helping establish and run the world's largest online brokerage, Mr. Ricketts today has returned to his roots, focusing on a wide range of entrepreneurial and philanthropic ventures. A pioneer in using technology to revolutionize the financial services sector, Joe founded the company now known as TD Ameritrade, a securities industry leader. Since 2008, he has devoted himself to various entrepreneurial and philanthropic ventures, including Opportunity Education Foundation, The Cloisters on the Platte Foundation, The Ricketts Conservation Foundation, and The Ricketts Art Foundation.

Mr. Ricketts shares some phenomenal insights on the show today. We discuss why being let go from the family business as a young man helped focus his mind on what he really wanted to do with his life. Joe talks a little about his non-conformist attitude to life and why he feels that you need to step forward when you're called to be a leader. He also shares the details of why he and his son decided to take their family business, Ameritrade, public and the reason Joe left the company, and why it turned out to be a much more emotional process than Joe anticipated.

"Responsibility and reliability come from you, not from anybody else." - Mr. Ricketts

"If you don't enjoy the journey and the challenge of getting there, you're not going to get it done." - Mr. Ricketts

"I always felt we were going to be successful. So whatever came at us by way of a problem, we had to find the way to overcome it." - Mr. Ricketts

This Week on The Wow Factor:

• Joe's first job and how it gave him invaluable insights into how businesses worked
• Why Joe left a secure role at Dean Witter to make the leap into entrepreneurship
• Joe's philosophy on dealing with his competitors
• The importance of providing not only and great product but also an excellent customer experience
• How Joe managed to get the Legacy Act of the Wyoming Range passed to protect a local wilderness area
• Why Joe doesn't get involved in partnerships in his business
• The trusts started by Joe and his wife that required all of their four children to work together to manage their money and what they ended up doing with it
• Straight Arrow News, Joe's latest initiative, and why he decided to launch the news outlet on 2021

Joe Ricketts's Words of Wisdom:

Being honest, candid, and straightforward is the best way for a leader to achieve success.

The Cloisters on The Platte:

The Cloisters on The Platte is a spiritual retreat for people who want to get closer to God. The goal of the retreat is for people to realize the deeper level of how Christ is our king. The 3 day silent retreat is a private and contemplative experience, tucked away in the rolling hills of Gretna, Nebraska.

Connect with Joe Ricketts:

• Joe Ricketts' Website
• Straight Arrow News

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

An entrepreneur and real estate developer for the last 30 years, Roy Goble grew up working in his father's junkyard, where he learned to take apart absolutely anything and to evaluate everything for the value of its parts. After studying economics and business at Westmont College and marrying his high school sweetheart, D'Aun, he joined his family's growing real estate business. Today he runs a real estate investment company based in Silicon Valley, leads the ministry PathLight International, and serves on multiple boards—while still finding time to visit and learn from friends and ministry partners around the world.

Roy is on the podcast this week to share his views on being authentically connected to others rather than seeing life as a popularity contest. He describes the moment he realized that he was buying into the cult of triumphalism and why that prompted him to reconfigure how he lived and led his company. Roy also outlines what triggered him to write his newest book, Junkyard Wisdom Rebuilt: Resisting the Whisper of Wealth in a World of Broken Parts and why the principles of truth, generosity, and love are central to his priorities in 2022. Junkyard Wisdom Rebuild will be released June 2, 2022.

"We need to remind each other and remind ourselves that this life we live is about loving others." - Roy Goble

"The junkyard informed my generosity and how I think and view the world for both better and worse." - Roy Goble

"Generosity is a mindset that comes from your heart, not your pocketbook." - Roy Goble

This Week on The Wow Factor:

• How Roy's Saturday job in his family business set him on the path to entrepreneurship
• The significant changes that Roy headed up in the junkyard business when he started working for his dad after college
• Some of the things Roy did to reframe his attitude to wealth and how he made lifestyle decisions that supported that revelation
• The wake-up moment that led Roy to reconfigure how he lived and led his company
• How generosity flows into how Roy leads his company
• The importance of being a good neighbor in your business
• Resisting the whisper of wealth and popularity and how Roy reconciles that with entrepreneurship
• Why it's vital to practice loving others over and over again, in word and in action

Roy Goble's Words of Wisdom:

Our lives are not a popularity contest — it's not my job to make you like me; it's my job to figure out how to love you. It doesn't matter if you're popular or not; what matters is whether you're loving.

Connect with Roy Goble:

• Junkyard Wisdom Website
• Junkyard Wisdom Facebook
• Roy Goble Twitter
• Roy Goble Instagram
• Junkyard Wisdom on Amazon

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

Mark Weber is the founder of the consulting firm Legacy Planning Advisor, LLC. He has spent his career working with individuals and families to craft financial, estate, and legacy plans designed to achieve a wide variety of objectives. He leads the Omaha Chartered Advisor In Philanthropy® Study Group—a group he founded in 2012 with the support of the Omaha Community Foundation. Mark is currently working with The American College of Financial Services to create legacy planning tools and micro-courses designed to reach beyond high-net-worth individuals and families.

Mark joins me on the show to discuss the turning point that made him transition out of the life insurance business and into helping people pass on their wealth with thought and meaning. He shares why he decided to take the Chartered Advisor in Philanthropy® (CAP) designation and encourage a group of colleagues to join him, and how that turned into ten years of sharing the course with others. Mark also explores the three major themes in his book The Legacy Spectrum, including the psychology of feeling that you have enough money to commit to helping others.

"A lot of people want to pass as much wealth as they possibly can to their families, but they don't think about what happens when they get it." - Mark Weber

"A moral autobiography talks about the money you leave, it talks about who you were as a person, and what your legacy is going to be." - Mark Weber

"I felt if I could change how advisors talk to their clients about philanthropy, I could have an impact." - Mark Weber

This Week on The Wow Factor:

• How Mark's parents instilled a work ethic in him as a young man
• Why Mark decided not to pursue a legal career after finishing his law degree and how he got the experience to develop a career in the insurance industry
• Key skills that Mark learned from his years working in high-end life insurance
• The distressing experience that really highlighted the importance of taking out life insurance
• The typical focus of estate planning and where Mark saw the gaps to expand people's understanding of how they can help the wider community
• How a chance encounter with Warren Buffett changed Mark's perspective
• How Mark's book, The Legacy Spectrum, helps estate planning professionals to consider how to initiate a conversation about philanthropy with their clients
• The aim of a moral biography and how it acts as a legacy for your children
• The importance of teaching your heirs to be good stewards of the money you leave behind
• Why Mark wants to make Omaha a more generous and gracious city and what he's doing today to continue to push towards that

Mark Weber's Words of Wisdom

It's important to educate your kids about the value of money. If you're going to leave them an inheritance, prepare them to be good stewards of the money, and train them to use it wisely.

Connect with Mark Weber:

• Mark Weber's Website
• The Legacy Spectrum by Mark Weber

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

Steve Bilt is the co-founder and chief executive officer of Smile Brands, supporting approximately 500 dental offices throughout the United States with over 5,500 providers and employees. The company has been recognized as the top multi-site healthcare employer in the US for the last three years by Glassdoor and as a Top 10 Large US Employer for Diversity by Comparably in the previous two years. Additionally, Steve is the founder and chair of the Smiles for Everyone Foundation, which has established international outposts serving six countries in South America, Asia, and Africa and conducts ongoing events throughout the United States.

Steve joins me on the show this week to discuss how Smile Brand found their vision and mission, why it's only three words long, and how Steve keeps the team focused on achieving their mission in every step that they take. We discuss how Steve created and maintained a positive company culture by getting into a routine, sticking with it, and only incorporating additional elements occasionally. Steve also shares what 'Celebrate. Everyday. Miracles' means to him personally and to Smile Brand and how they came up with the mantra that inspires them and moves them forward.

"It's trite to say life's all about the journey, but life's all about the journey!" - Steve Bilt

"Oftentimes, the most important part of leadership is just being there, trying to listen, trying to understand — you don't have to have the answers." - Steve Bilt

"Life is this beautiful mosaic. Now I hope 75% of those tiles are wonderful things and the 25% or, you know, the ones you struggle with a bit. But if the 25% fell off, it's not a beautiful mosaic anymore.." - Steve Bilt

This Week on The Wow Factor:

• How understanding that everyone learns differently has impacted Steve's career
• Why Steve believes that you need challenge and adversity to truly thrive
• What Smile Brands does, and what prompted Steve to start a dental business that put the patient at the center of their experience
• How Steve coped when he was facing bankruptcy
• Steve's interest in mental models and where that enthusiasm took him
• Why we should let go of the fear of failure
• The importance of being honest about our struggles and sharing candidly how difficult the tough times really can be without glorifying your journey
• How Steve shared the business' struggles with the rest of the team and what he heard when he listened to their concerns
• How Smile Brand helps dental professionals progress their career and continue their professional development
• Why Steve loves three-word mission statements and how it defines what Smile Brand is working towards
• How the Smiles for Everyone Foundation was born and the moment that Steve realized that they needed to help as many people as they could across the globe

Steve Bilt's Words of Wisdom:

Start with gratitude; take a minute and start by seeing the positive in your life. Look for opportunities in life, listen and genuinely see what's around you.

Connect with Steve Bilt:

• Smile Brands Website
• Steve Bilt on LinkedIn

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

David and his wife Jerri relocated from Illinois to Naples in 2015 and have since become the largest commercial real estate property owner in Naples while creating new jobs and investing back into the community they love. The Hoffmann Family of Companies includes Hertz Arena and the Florida Everglades, The Naples Princess & Miss Naples boats, and Naples Transportation & Tours. David and Jerri also support many worldwide charitable, arts, and civic organizations and are trustees of the Naples Children & Education Foundation. David Hoffmann is also a director at the Naples Zoo at Caribbean Gardens.

David joins me on the show to discuss why he believes that gaining a bigger footprint in an area and providing a broader service is a fantastic way to serve the community. He shares what drew him to Naples, Florida, and describes the amazing Interactive sculptures he has donated to the city to form a sculpture walk. David also shares his beginnings in real estate investment, how he acquired his first piece of land, and some of the projects his company is currently involved with.

"We have no partners or shareholders in our 90 plus businesses and 280 locations around the world. It is our family's assets and our fit." - David Hoffmann

"It is a blessing to be successful, but I think there's also a huge responsibility." - David Hoffmann

This Week on The Wow Factor:

• Deals that sparked David's interest in market-making
• How acquiring a small golf course generated the cash flow to support other business acquisitions and real estate acquisitions
• Why he started buying apartment buildings in Washington, Missouri at the young age of 24 and ended up becoming the largest owner of that kind of commercial real estate in town
• What drew David to Naples, Florida, and why he acquired some wonderful properties along Fifth Avenue
• Some of the unique projects that David is involved with right now including a boutique hotel and a 12 hole golf course
• Business ventures that haven't gone so well for David and the lessons he has learned through the mistakes he made
• Why the Hoffmann family have no partners and no shareholders in any of their 90 Plus businesses in 280 locations around the world
• David's commitment to philanthropy and some of the organizations he contributes to, including the Everglades Foundation and the Golisano Children's Museum in Florida
• The philosophy behind David's lifelong passion for generosity

David Hoffmann's Words of Wisdom:

Don't sit there and complain about what's going on in the world — get out there and make changes by getting involved in your local community. The world is changing, but we have to be the change we want to see if we're going to move forward positively.

Connect with Hoffmann Family of Companies:

• The Hoffmann Family of Companies Website
• The Hoffmann Family of Companies on Facebook
• The Hoffmann Family of Companies on LinkedIn
• The Hoffmann Family of Companies on Instagram

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

With humble beginnings in a home blender, Orgain was created by Dr. Andrew Abraham, an integrative medicine specialist, cancer survivor, and self-proclaimed kitchen chemist. Throughout cancer treatment, Andrew saw a need for a nutritional shake made from all-natural, food-based ingredients and took it upon himself to be the first to make it. Years later, he made it his purpose to help as many people as possible by leaving his medical practice to start Orgain.

I'm excited to have Andrew with me on the podcast to share how he realized that his shakes weren't just for people who were sick or had digestive issues, but for everyday people — from parents on the go, to business professionals — who needed clean protein and nutrition that was convenient and delicious. He shares his philosophy that anyone can have a dream, but the hustle is sold separately and why it takes time, failure, and grit to achieve your goals. Andrew also digs into the importance of starting the day with gratitude because it puts everything else into perspective.

"Being kind and being calm really differentiates a good leader from a great leader." - Dr. Andrew Abraham

"The best business decisions for me are the times when you say no, not yes. And as an entrepreneur, that's the hardest thing, because you want to say yes to everything." - Dr. Andrew Abraham

"Orgain comes from the word organic and the mantra 'gain health, gain energy, gain life'." - Dr. Andrew Abraham

This Week on The Wow Factor:

• The near-death experience that prompted Andrew to experiment with alternative forms of nutrition
• Why Andrew decided to become a doctor and pursue integrative medicine and what he learned from his patients about their nutritional needs
• What made him decide to go all-in on his business despite having a successful medical practice and a family
• How a homemade stand at a trade show caught the attention of a Whole Foods buyer
• How Andrew handled it when the national launch of the shakes hit a bump in the road
• Why bringing in key consultants to help you on the learning curve with their expertise is crucial to doing the more direct route to success
• Why he decided to make a product specifically for children
• How they cracked the international market to become the top plant-based powder protein shake operation in the country in the world
• Aligning your values with potential investors when you scale and grow a company
• Why helping people for us is what wakes Andrew up in the morning and excites him about the business
• Orgain products to watch out for in 2022

Dr. Andrew Abraham's Words of Wisdom:

As a leader, being kind to yourself and your employees and taking a genuine interest in making your team better goes a very long way. Being kind and calm really differentiates a good leader from a great leader.

Connect with Dr. Andrew Abraham:

• Orgain Website
• Orgain on Instagram
• Orgain on Facebook
• Orgain on Twitter

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

Gail Seymour "Hal" Halvorsen (born October 10, 1920) is a retired senior officer and command pilot in the United States Air Force. He is best known as the "Berlin Candy Bomber" or "Uncle Wiggly Wings" and gained fame for dropping candy to German children during the Berlin Airlift from 1948 to 1949. Hal grew up in rural Utah and earned his private pilot's license in 1941 before joining the Civil Air Patrol, then the United States Army Air Forces in 1942. During the Berlin Airlift, he initiated 'Operation Little Vittles' to raise morale in Berlin by dropping candy via parachutes to the city's children.

Today on the Wow Factor, Colonel Halverson shares some of the leadership lessons he has learned during his 30-year career in the U.S. Air Force. He explains how he came to be in Germany after WW2, some of the problems local people encountered, and how he and his fellow pilots let the local kids know which airplane had the candy bars in. Colonel Halverson also describes his three-pronged philosophy on life and leadership and how he has used it to inspire others over the years.

"Put yourself in the position of the receiver of what you say; how will they interpret this based on who they are?" - Colonel Halverson

"Gratitude is key to human relations." - Colonel Halverson

"Attitude, gratitude, and service before self." - Colonel Halverson

This Week on The Wow Factor:

• Colonel Halverson's entrepreneurial spirit and how he earned pocket money as a teen in Utah
• What his upbringing taught him about giving to others
• How the German children correspond with the pilots to ensure they go some candy
• Some of the Presidents that Colonel Halverson has met over the years What were some things you learned about those leaders? Well,
• Some of the most important things that Colonel Halverson has learned over his 30 years in the Air Force
• How he has taken his story and encouraged other people since leaving the Air Force
• Key things Colonel Halverson has learned about leadership over the years
• What gratitude looks like for Colonel Halverson

Colonel Halverson's Words of Wisdom:

Some leaders are more successful than others — they listen to what should be done, not what's popular but what should be done here to make life better for everybody. Get to the meat of the thing, and that's the need; it should always come back to the need.

Connect with Colonel Halverson:

• The Berlin Candy Bomber by Gail S. Halverson

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

Carey Nieuwhof is a best-selling author, leadership expert, former attorney, and church leader. He hosts the Carey Nieuwhof Leadership Podcast and curates one of the most widely-read leadership blogs. Carey speaks to companies and churches worldwide about leadership, change, and personal growth, and his content is accessed over a million times a month by leaders worldwide. He is a best-selling author; his most recent book, At Your Best: How to Get Time, Energy and Priorities Working in Your Favor, was published in September 2021.

Carey joins me on The WOW Factor podcast to share the details behind his realization that there are times in our day that are optimal for deep thinking and strategy, and there are parts of the day where you need to change the pace. We discussed why it's essential to figure out what you're best at and keep those talks in your green zone when you're most likely to be at the top of your game. Why we need to be intentional about developing our gifts as leaders, recognize that they are dynamic, and focus on growing and using those skills.

"My position on technology — and I've been an early adopter — is that technology makes a wonderful servant and a terrible master." - Carey Nieuwhof

"Years ago, I realized that technology was starting to run me, and when it was running me, it was ruining me. Because I was never really on, and never really off." - Carey Nieuwhof

"Workaholism is the most rewarded addiction in America. If you're drinking at work or an alcoholic, you get fired. But if you're a workaholic, you get a raise, and you get a promotion." - Carey Nieuwhof

This Week on The Wow Factor:

• Carey's experience of living in small-town Ontario and the work ethic that his Dutch parents instilled in him
• Some of Carey's first entrepreneurial ventures
• The gift of making time and being intentional about your actions
• Why Carey decided to go to law school and how that experience led to a call to ministry
• Carey's podcast and blog — why he started them and how he grew them despite fierce competition
• The danger of too much convenience and why our devices are such a drain on our energy
• Ways Carey detaches from technology and redirects his focus
• Why Carey wholeheartedly agrees with Cal Newport that the ability to focus and do profound work is now a superpower
• Why Carey took a month off as a 'tech sabbatical' and deleted his email app
• How to make sure your phone blocks all but the essential contacts
• How Carey divides the day into green, yellow and red zones in At Your Best: How to Get Time, Energy, and Priorities Working in Your Favour
• Leaders tend to reach their zenith in their 30s, then coast for the rest of their lives — Carey shares why it's so important to keep on learning and developing throughout our careers

Carey Nieuwhof's Words of Wisdom:

Time off won't heal you when the problem is how you spend your time. A lot of us keep living for that week at the ocean, and we know how to do time off well, but we do not know how to do our time on well. You need to figure out how to manage your time on so that you don't have to live at an unsustainable pace.

Connect with Carey Nieuwhof:

• Carey Nieuwhof's Website
• Carey Nieuwhof on Instagram
• Carey Nieuwhof on Facebook
• Carey Nieuwhof on Twitter

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter

David L. Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a national private wealth management firm that manages over $3.5 billion in client assets. He brought The Bahnsen Group independent in April 2015 after eight years as a Managing Director at Morgan Stanley and seven years as a Vice President at UBS Financial Services. David serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County. He is also the author of several best-selling books, including the recently published There's No Free Lunch: 250 Economic Truths.

David joins me on the show to discuss why he feels that there is a societal bias toward viewing work as a necessary evil that the Christian church has largely adopted and why he finds that as an unacceptable point of view. He shares his thoughts on the importance of having meaningful work in one's life, how he has created a business that serves a specific niche with excellence, and why that gives him purpose. We also talk about David's philosophy of giving wholeheartedly to causes that you're passionate about, and he dives into why helping to found the Pacifica Christian High School has brought him such joy.

"Not only does everyone we know who's happy have a purpose — everyone we know who doesn't have purpose is unhappy." - David Bahnsen

"All you can do is be yourself and try to translate that into the experience you deliver to clients." - David Bahnsen

"There is a big part of me that is concerned about an acceptance of mediocrity that is taking place in the culture and taking place in the church. I truly believe that piety is not a substitute for technique." - David Bahnsen

This Week on The Wow Factor:

• What David sees as the anthropological case for work in our lives
• How David has achieved the career, he has without a college degree
• David's experience of working in large Wall Street firms and how that experience set a foundation for him to go out on his own
• Why he left solo practice to found the Banhsen group and become one of the top financial leaders in the nation
• How he handled the period of the financial crisis and how it impacted him personally and professionally
• The intellectual curiosity that led to him writing his first book Crisis of Responsibility
• Why economic life is rooted in a foundation of biblical worldview and understanding
• What Kuyperian theory is, and how it impacts David's philosophy of leadership
• Pacifica Christian High School and why it's David's biggest extracurricular passion
• Why David believes in giving and heart generosity but strongly dislikes the phrase 'giving back'

David Bahnsen's Words of Wisdom:

Piety is no substitute for technique. There are so many people who feel that as long as their intentions are good, it doesn't matter if they perform well or have commitment to their goals. The acceptance of mediocrity that is taking hold in society is worrisome because piety is not a substitute for technique. It is vital to do everything you do with excellence.

Connect with David Bahnsen:

• The Bahnsen Group Website
• The Bahnsen Group on Instagram
• The Bahnsen Group on Facebook
• The Bahnsen Group on Twitter

Connect with The WOW Factor:

• I Like Giving: The Transforming Power of a Generous Life by Brad Formsma
• Words of Wisdom Website
• Brad Formsma on LinkedIn
• Brad Formsma on Instagram
• Brad Formsma on Facebook
• Brad Formsma on Twitter