By Uprenuer with Jeremy Straub
4.8
3232 ratings
The podcast currently has 51 episodes available.
In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted because of how closely it aligns with so many of Steven's constant refrains, this episode shows that there are consistent themes to what works in practice for the greatest advisors across the country.
Jeremy Straub is the Founder and CEO of Coastal Wealth, a financial services firm that helps clients financially prepare for different stages of life. With over two decades of experience in executive roles in Fortune 500 companies, Jeremy is regarded as a thought leader in the financial services industry. Under Jeremy’s leadership, Coastal Wealth has worked with over 100,000 clients with over $15 billion in assets serviced. In addition to his work at Coastal Wealth, Jeremy owns nine different businesses across five industries that employ over 1,500 people and generate over $100 million in revenue annually.
Jeremy joins me today to discuss how financial advisors can diversify their businesses and expand to other markets and industries. He outlines the industries he’s involved with and how he balances his time between them. He offers advice on what to consider when forming joint ventures. Jeremy also underscores why individuals need to know themselves as financial advisors and highlights how having a condensed work week can help employees and the company.
“Finding opportunities that might be in line with or compliment your existing business is a better way to decide for new business ventures.” - Jeremy Straub
This week on The Model FA Podcast:
Jeremy’s background and his road to starting his own venture The many businesses and industries Jeremy’s involved in How Jeremy manages his time and expertise between different markets The value of finding the right talent and putting them into the right roles The fundamentals of diversifying and seeking new business ventures Mergers and acquisitions in the financial services industry Transitioning from financial advisor to business owner The 90-day sprint and 4-day work week methodology
Resources Mentioned:
Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan Book: Good to Great: Why Some Companies Make the Leap…And Others Don’t by Jim Collins Book: Traction: Get a Grip on Your Business by Gino Wickman Book: The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months by Brian Moran and Michael Lennington Book: Mastery: The Keys to Success and Long-Term Fulfillment by George Leonard
Our Favorite Quotes:
“If you’re reliant on your financial planning practice and invest in a business you know nothing about, you’re in a precarious position. Expand your base first before venturing out into industries that you don't have experience in.” - David Decelle “When you’re trying to enter new ventures, don’t worry about how you’re going to do it but who’s going to help you do it.” - David DeCelle “Don’t reinvent the wheel, but figure out how to make it go faster.” - Jeremy Straub
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Patrick Mcginnes, Founder of FOMO. We spoke about how Patrick coined the phase FOMO and what we can do to get past it.
Patrick J. McGinnis is a speaker, writer, international venture capitalist, and the investor of the term FOMO (Fear of Missing Out). Patrick coined FOMO, as well as the related term FOBO (Fear of a Better Option) in a 2004 article in the student newspaper of Harvard Business School. FOMO has since been added to the dictionary and FOBO has become an increasingly popular framework to describe choice paralysis.
Patrick is the author of Fear of Missing Out: Practical Decision-Making in a World of Overwhelming Choice, a global bestseller that has been translated into more than ten languages and his popular 2019 TED Talk on FOBO and decision-making that has surpassed 2 million views.
He is also the creator and host of the hit podcast FOMO Sapiens where he talks about FOMO and entrepreneurial decision-making with leaders in business, politics, and culture, including Jay Shetty, Martha Beck, Alec Ross, Josh Peck, Ian Schrager, Gretchen Rubin, Andrew Yang, and the Founders/CEOs of companies including TOMS, Bearaby, GrubHub, ClassPass, Zola, Magic Spoon, and Hint Water.
Patrick is also the author of international bestseller The 10% Entrepreneur: Live Your Startup Dream Without Quitting Your Day Job, a guide to part-time entrepreneurship that has been translated in over ten languages.
He has been featured in The New York Times, Harvard Business Review, New York, Good Morning America, NBC News, Politico, The Financial Times, The Guardian, The Boston Globe, Inc, and the upcoming documentary This is Not Financial Advice.
Thank you for listening, and don’t forget to share, rate, and subscribe!
If you enjoyed today's episode and want to stay up to date with new upcoming episodes, subscribe to our podcast. Please rate and comment on what your favorite moments from the podcast were, or who you would like for us to how on our show. If you found value from these podcasts, consider sharing this with your friend and family!
Don't forget to Like, Subscribe and Rate our podcast!
You can also follow us on our social media.
Instagram:
https://www.instagram.com/u_preneur/
Facebook:
https://www.facebook.com/upreneurpodcast/
Website:
https://upreneur.com
The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Noah and Marlena Fishman, founders of Zen Barn Farms, to discuss how they were able to create a community around their businesses, how hiring the wrong people can help in the short run but affect the vision long term, and how building a business with family can make the entrepreneurial journey easier.
Zenbarn Farms is a sustainably made, Black-owned, and Vermont-based wellness brand, dedicated to elevating health through full-spectrum CBD products. They're a community-based business and also own Zenbarn, a restaurant/bar + yoga/wellness studio. When hemp was legalized in 2017, Zenbarn made the transition from veggies to farming hemp and went on to pioneer the first CBD-infused food and drink program in Vermont.
About Marlena Tucker-Fishman: Co-founded Zenbarn Farms and Zenbarn's yoga and wellness studio and runs the day-to-day of the retail store. A proud Black woman (living in a largely white state), mother to two kids, entrepreneur, educator, and activist, Marlena is the driving force behind Zenbarn Farms.
About Noah Fishman: Co-founded Zenbarn Farms and Zenbarn restaurant/bar CEO, Co-Owner. After a career in international development and nonprofit management, Noah co-founded Zenbarn Restaurant and Farms. A social entrepreneur, Noah's passion is at the confluence of activism and business, building sustainable and ethical business models. When not working he can be found on the soccer field, hanging out with his two kids and enjoying live music.
1% of profits go toward social and environmental causes they're passionate about. The Waterbury Anti-Racism Coalition is a grassroots organization, working to combat racism and promote equality in their hometown. Zenbarn Farms owners, Noah, and Marlena Fishman are currently working with the organization in a leadership capacity, to enact real change in Waterbury.
Facebook
https://www.facebook.com/zenbarnfarms
Instagram
https://www.instagram.com/zenbarnfarms/
Website
https://zenbarnfarms.com/
Thank you for listening, and don’t forget to share, rate, and subscribe!
If you enjoyed today's episode and want to stay up to date with new upcoming episodes, subscribe to our podcast. Please rate and comment on what your favorite moments from the podcast were, or who you would like for us to how on our show. If you found value from these podcasts, consider sharing this with your friend and family!
Don't forget to Like, Subscribe and Rate our podcast!
You can also follow us on our social media.
Instagram:
https://www.instagram.com/u_preneur/
Facebook:
https://www.facebook.com/upreneurpodcast/
Website:
https://upreneur.com
The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Kieran Bowers, President of Swire Properties Inc, to discuss how working with different cultures allowed him to be self-aware of the bias he may have, how adapting your manager style based on your employee's culture allows you to get the best out of your teams, and When joining a new department, he spends his time with the people to get a better understanding on what needs to happen going forward. It's not about making your mark, but creating sustainable plans.
Kieran Bowers is President of Swire Properties Inc, a leading South Florida international developer of urban real estate and the U.S. operation of Hong-Kong based Swire Pacific Ltd.
In the U.S., Mr. Bowers oversees Swire’s most ambitious project to date, Brickell City Centre, the 4.9-million-square-foot mixed-use project that completed its first phase of construction in 2016.
Bowers has worked in nine countries in 18 years for Swire, including Hong Kong, Japan, Pakistan, Sri Lanka, Saudi Arabia, the Netherlands and Scandinavia.
Outside of business endeavors, Bowers also serves as the Vice Chairperson for Friends of The Underline, a 501C3 non-profit organization that is transforming the underutilized land below Miami’s Metrorail into a 10-mile linear park, urban trail and canvas for artistic expression; and actively participates as a Board Member at the Phillip and Patricia Frost Museum of Science and the Vizcaya Museum & Gardens. He attends the advisory board for the ULI SE Florida & Caribbean; the University of Miami Master of Real Estate Development + Urbanism Program.
Mr. Bowers graduated from Pembroke College, Oxford University with an honors degree in Oriental Studies with a concentration in Japanese. A Chartered Surveyor, he is a member of the Royal Institute of Chartered Surveyors and holds a master’s degree in surveying from the University of Reading, United Kingdom.
Linkedin
https://www.linkedin.com/in/kieran-bowers-b60544153
Website
https://www.swireproperties.com/en/
Thank you for listening, and don’t forget to share, rate, and subscribe!
If you enjoyed today's episode and want to stay up to date with new upcoming episodes, subscribe to our podcast. Please rate and comment on what your favorite moments from the podcast were, or who you would like for us to how on our show. If you found value from these podcasts, consider sharing this with your friend and family!
Don't forget to Like, Subscribe and Rate our podcast!
You can also follow us on our social media.
Instagram:
https://www.instagram.com/u_preneur/
Facebook:
https://www.facebook.com/upreneurpodcast/
Website:
https://upreneur.com
Welcome to the Upreneur StartUp Podcast with your host, Fahad Razi! The Upreneur Podcast is in partnership with Score Broward, a nonprofit that helps entrepreneurs start, develop, and grow their businesses. Upreneur Start-Up Dives into the minds of entrepreneurial thought leaders & experts to tackle the “newbie” questions you've wondered about but might be afraid to ask. Looking to start your business or find for your first, second, or third Deal? This podcast is for you.
In today’s episode, I had the pleasure of sitting down with Juan & Carlos Charria, Co-Founders of One-Stop Shot Media, to discuss why they started their business, the resources they used to learn videography, and how they generate clients!
One-Stop Shot Media was started a couple of months ago in light of the need for quality photography and video in the real estate market. Shortly after their first couple of listings, they began to expand their services to commercial videography and content creation for local businesses.
Instagram
https://www.instagram.com/onestopshotmedia/
Thank you for listening, and don’t forget to share, rate, and subscribe!
If you enjoyed today's episode and want to stay up to date with new upcoming episodes, subscribe to our podcast. Please rate and comment on what your favorite moments from the podcast were, or who you would like for us to how on our show. If you found value from these podcasts, consider sharing this with your friend and family!
Don't forget to Like, Subscribe and Rate our podcast!
You can also follow us on our social media.
Instagram:
https://www.instagram.com/u_preneur/
Facebook:
https://www.facebook.com/upreneurpodcast/
Website:
https://upreneur.com
Welcome to the Upreneur StartUp Podcast with your host, Fahad Razi! The Upreneur Podcast is in partnership with Score Broward, a nonprofit that helps entrepreneurs start, develop, and grow their businesses. Upreneur Start-Up Dives into the minds of entrepreneurial thought leaders & experts to tackle the “newbie” questions you've wondered about but might be afraid to ask. Looking to start your business or find for your first, second, or third Deal? This podcast is for you.
In today’s episode, I had the pleasure of sitting down with Gabriel Roldan, Senior Strategist, and Partner at Beyond The Agency, where he gives real-world examples of his persistence and breaks down actionable steps for you to take on his networking strategy. He discusses how he surrounds himself with great people and uses mentors to kick start his career and develop him further.
Gabriel is an award-winning Brand Strategist and educator. Currently, he is a Sr. Strategist and partner at Beyond The Agency (BTA), a DTC & Advertising agency in Miami. At BTA, Gabriel's main job is twofold. Internally, he is helping the agency develop its strategy offerings and push creative boundaries. Externally (with clients), he is helping turn business goals and problems into actionable creative briefs.
Before BTA, Gabriel co-led Burger King US and Burger King UK at Creative AOR, DAVID Miami from 2017 - 2019 with 90+ TVC including the Andy Warhol Super Bowl Ad. His most memorable project was launching The Impossible Whopper. The launch led to Burger King's best-selling product launch of the last 10 years and in two weeks gained $140+ million in earned media. Beyond work, Gabriel is passionate about speaking to those interested in Advertising and young Strategists entering the field.
He has been an Assistant Teacher at Miami Ad School's HQ for their Strategy Bootcamp and a guest lecturer at the University of North Carolina, the University of Miami, Rochester Institute of Technology, and Florida International University. Most recently, he launched Miami Ad School's first program dedicated to mid-level Strategists. It proved to fill a significant need in the development world, so the school has decided to make it a core program.
Twitter
https://twitter.com/gabe_roldan
Instagram
https://www.instagram.com/gabe_roldan/
Linkedin
https://www.linkedin.com/in/gabrielroldan45/
Website
https://www.beyondtheagency.co/
Thank you for listening, and don’t forget to share, rate, and subscribe!
If you enjoyed today's episode and want to stay up to date with new upcoming episodes, subscribe to our podcast. Please rate and comment on what your favorite moments from the podcast were, or who you would like for us to how on our show. If you found value from these podcasts, consider sharing this with your friend and family!
Don't forget to Like, Subscribe and Rate our podcast!
You can also follow us on our social media.
Instagram:
https://www.instagram.com/u_preneur/
Facebook:
https://www.facebook.com/upreneurpodcast/
Website:
https://upreneur.com
Welcome to the Upreneur StartUp Podcast with your host, Fahad Razi! The Upreneur Podcast is in partnership with Score Broward, a nonprofit that helps entrepreneurs start, develop, and grow their businesses. Upreneur Start-Up Dives into the minds of entrepreneurial thought leaders & experts to tackle the “newbie” questions you've wondered about but might be afraid to ask. Looking to start your business or find for your first, second, or third Deal? This podcast is for you.
In today’s episode, I had the pleasure of sitting down with Harris S. Fishman, Chairman of Coastal Wealth, a Massmutual Firm, to discuss what it takes to be a leader, how your thinking determines your results, and how you can develop and nurture relationships to help you in your career.
Harris’s storied 30+ year career began in 1989, when he launched his financial services practice with MassMutual and quickly established himself as a leader in the industry. He would rise quickly through the ranks of management, being named a Sales Manager (1993), Associate General Agent (1997), Managing Partner (2000) and General Agent (2003). Under his leadership, MassMutual Greater Philadelphia (MMGP) grew from 40 to over 175 financial professionals, expanded its geographical footprint to 20 offices across Pennsylvania, New Jersey and Delaware and serves over 54,000 clients.
To read the rest of Harris's Bio, CLICK HERE
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 1000 Corporate Drive Suite 700 Ft. Lauderdale, FL 33334 (954) 938-8800
Facebook
https://www.facebook.com/MyCoastalWealth/
Instagram
https://www.instagram.com/mycoastalwealth/
Website
https://mycoastalwealth.com/
Thank you for listening, and don’t forget to share, rate, and subscribe!
If you enjoyed today's episode and want to stay up to date with new upcoming episodes, subscribe to our podcast. Please rate and comment on what your favorite moments from the podcast were, or who you would like for us to how on our show. If you found value from these podcasts, consider sharing this with your friend and family!
Don't forget to Like, Subscribe and Rate our podcast!
You can also follow us on our social media.
Instagram:
https://www.instagram.com/u_preneur/
Facebook:
https://www.facebook.com/upreneurpodcast/
Website:
https://upreneur.com
The Upreneur podcast has partnered up with SCORE, hosted by Jeremy Straub, to help bring engaging conversations with today’s top leaders and business owners. In today’s episode, we spoke with Kate Westad, Founder of Palette by Pak, to discuss how she was able to remove "fillers" in her life to achieve her goals, how the skills you learn from your W2 job are transferable, and how your perspectives and experinces can create solutions!
Kate Westad is the founder of Palette by Pak and the inventor of a new to market product called Palette®️ The Original High Fiver. This litigation attorney and mom of four had been dreaming up inventions for years when she became obsessed with the idea of The Original High Fiver, the world’s first beauty reusable for all your goops, glops, and glam!
As a solo female-founded company, Palette by Pak has come out of the gate as an innovative startup, creating modern sustainable solutions for beauty and personal care. The company’s first invention and hero product, The Original High Fiver, allows you to take your favorite skin care, beauty, and personal care products from full-size to on-the-go size in seconds — all while skipping the tiny plastics. Washable, reusable, and refillable, the High Fiver is the smart beauty and personal care tool you have been searching for your whole life! Plus, it is a product you’ll love and one that loves our world right back.
Facebook
https://www.facebook.com/palettebypak
Instagram
https://www.instagram.com/palettebypak/
Website
https://www.palettebypak.com
Thank you for listening, and don’t forget to share, rate, and subscribe!
If you enjoyed today's episode and want to stay up to date with new upcoming episodes, subscribe to our podcast. Please rate and comment on what your favorite moments from the podcast were, or who you would like for us to how on our show. If you found value from these podcasts, consider sharing this with your friend and family!
Don't forget to Like, Subscribe and Rate our podcast!
You can also follow us on our social media.
Instagram:
https://www.instagram.com/u_preneur/
Facebook:
https://www.facebook.com/upreneurpodcast/
Website:
https://upreneur.com
The podcast currently has 51 episodes available.