The Sea Captain Leadership Podcast

This podcast features Kim and Joe Koenig, who have been married for more than 30 years and have three sons and two grandchildren. Joe is president of World Wide Technology in St. Louis. He joined the company in 1993 when it was a startup. Today the company is a global technology solutions provider with more than $20 billion in revenue. Kim holds a Masters in Public Administration and after a career in Community Development and serving as CEO of their home, she now serves as Director of Strategic Initiatives of St. Louis’ Jesuit High School, De Smet.Along with having successful careers, a strong marriage and raising a family, they have battled possibly their biggest challenge of all: Joe’s cancer diagnosis. He was diagnosed with head and neck cancer in 2017 and given a 50 percent chance to live beyond five years.Key points:This is a truly inspirational story you won’t want to miss.Joe and Kim took this adversity, overcame it, and are transforming it into good. Not only did they beat the cancer, but they are helping others who are walking a similar path. Joe and Kim now share their story and are living testimony proof that resilience, perseverance and positivity serve as a backbone for building a foundation for going toe-to-toe with serious health challenges and overcoming adversity in general. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Joe KoenigLinkedInConnect with Kim KoenigLinkedInNow Available!The Sea Captain Way for Financial AdvisorsThe Voyage: The Adventure of Your Lifetime

This podcast features Gray Rudd, who along with Josie Secola, spearhead NORA Partners.  Nora Partners is an Operations Consulting Firm that helps financial services firms bridge the gap between where they are and where they want to go. Key points:The Consulting group works with financial services ensembles and partnerships to refine operations, optimize client experience, and focus teams to help them scale their practice and prepare for exponential growth.Phil and Gray talk about “Scale” and how to recognize the need for Ensembles and Partnerships to develop it.Nora not only works on Scale with its clients but also Leadership of their firms, which includes Vision, Values and Designing Training. FA’s can be really great at selling and managing clients, but NOT running a business.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Gray and JosieNora-Partners.comLinkedInNow Available!The Sea Captain Way for Financial AdvisorsThe Voyage: The Adventure of Your Lifetime

Elyse Stoner and Angela York discuss how their firm Event Advisors transforms routine Financial Services events into tailored and powerful relationship-building experiences on this podcast.Event Advisors helps create and host client events that are not only lavish, but meaningful. Their philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients. Phil and the pair discuss how focusing on client-focused goal-setting, intricate planning, and thorough follow-up ensures each event moment resonates with your attendees and fosters genuine relationships, even after the event ends. Key points:Angela and Elyse focus on incorporating the concept of ROM, or Return on the Moment in your business. The pair share a few tips to consider when planning an event for clients.Elyse and Angela work with existing administration and their teams on their events, or can plan an event from start to finish. Their website reflects the scope of their business and the different packages they offer.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Event Advisorshttps://event-advisors.netLinkedInNow Available!The Sea Captain Way for Financial AdvisorsThe Voyage

Gretchen Hydo is a Master Certified Coach (MCC), keynote speaker, and industry-leading mentor known for helping high-achievers break free from the internal rules and roles keeping them small—so they can lead boldly, live truthfully, and create lasting success. She is also the founder of Gretchen Hydo International.Specializing in business, life, career, and coaches coaching she helps people from all walks of life who are ready to make significant and substantial changes.  Gretchen has spent nearly 20 years working hands-on with individual clients and notable companies. Before becoming a certified Master Coach, Gretchen launched and operated a successful public relations firm, Chatterbox PR Ink.   She is a frequent speaker, trainer, and executive coach. Gretchen also is the author of the book Break Free From Your Dirty Little Secret: A Ten Stage Secret Breaking System to a New You.  Key points:Individuals get trained to be coaches, but don’t necessarily get trained in how to run their coaching practice and business.  Gretchen talks about how to pivot from being a coach to running a coaching practice. And what are the biggest challenges individuals have when running their practice?Gretchen offers sales tips for coaches on selling themselves.Gretchen’s contact information and links to her website is included below.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Gretchen HydoGet Gretchen’s Connection Call Scripts: https://go.gretchenhydo.com/connection-call-scripts-downloadTake a look at Gretchen’s Stairway to Six Program: From Client Enrollment to Close - Build Your Six Figure Sales Strategy Start to Finish - https://gretchenhydo.com/stairway-to-six-accelerator/Join Gretchen’s Coaching for Coaches Facebook Group. https://www.facebook.com/groups/coachingforcoachesIf you would like to connect with Gretchen, please email her at Coach@gretchenhydo.comNow Available!The Sea Captain Way for Financial Advisors

This edition of the Sea Captain Leadership Podcast features Steve Hunsicker, who has just joined Sea Captain Coaching as a marketing and leadership coach. He has more than 30 years of experience leading cross-functional teams and partnering with C-suite executives across world-class brands like McDonald’s, Boeing, Burger King, and the Chicago Mercantile Exchange.  Key points:Steve and Phil talk about why Steve is passionate about helping others unlock their full potential, ultimately choosing to become a Certified Professional Coach and Energy Leadership Index Master Practitioner (IPEC).Steve’s coaching style is rooted in deep listening, encouragement, and creating accountable action plans that lead to measurable results.  Steve is first and foremost a Performance Optimization Coach and his motto is “I Lead with Kindness.”Phil and Steve talk about Steve’s wellness journey, which significantly shaped who he is today. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with SteveLinkedInNow Available!The Sea Captain Way for Financial AdvisorsThe Voyage

This podcast features Phil and Laurie Baughman discussing the background of and the vision for their newly published book, The Voyage. The Voyage – The Adventure in Your Lifetime is an inspiring book for anyone who dares to dream of a visionary life filled with purpose, success, and adventure. Through a captivating narrative, readers are invited aboard the journey of a rugged Sea Captain as he reflects on the winding course of his own life—its triumphs and trials, victories and losses—and the wisdom he gained along the way.Key points:A little over a year ago, Phil and Laurie joined forces to begin producing motivational teaching materials for budding student leaders and entrepreneurs. The Voyage was released this past April on Amazon, and they’ll be presenting to students in the University of Missouri’s Business School beginning this fall.    Phil and Laurie talk about how they decided to work on this project together and their vision for the content in their book. The book is designed for nurturing leadership in young adults. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with LaurieLaurieB9363@gmail.comNow Available!The Sea Captain Way for Financial Advisors

Laird Veatch became the Athletic Director for the University of Missouri in 2024. Before that, he was Athletic Director at the University of Memphis. He originally hails from Manhattan, Kansas, where he went to KState and was Captain of the Football Team. He then went on to the University of Texas and began his administrative career while earning his master's degree. Laird began working at Mizzou in 1997, managing the Tiger Scholarship Fund, and then went on to positions at Iowa State, Learfield Sports, KState, University of Florida, Memphis and finally back to Mizzou last year.Key points:Laird talks about how his playing days at KState prepared him for his current role.He talks about the projects worked on at Florida and Memphis. Laird and Phil talk about building and creating culture.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInNow Available!The Sea Captain Way for Financial Advisors

Ambeka Khadse is the Founder of Flourish Compass, which offers wellness-centered leadership programs that integrate self-management with core leadership skills to drive organizational success. Key points:Ambeka has over 15 years of talent development experience within Fortune 50 companies, AND nearly two decades in wellness as a yoga practitioner and teacher. Her experience differentiates her from her competition by providing a unified focus on leadership elevation as well as self-management to ensure that individuals are equipped to manage all aspects of their daily lives. Ambeka’s Prime to Prosper Program is a new workforce readiness virtual program she pioneered. The Program walks participants through key skills to embrace and implement starting from Day One of their employment.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Ambeka Khadse  LinkedInThe-Flourish-Compass.comNow Available!The Sea Captain Way for Financial Advisors

Claire Myers Vitale spent more than a decade as a recruiter at a Fortune 100 Firm before she put on her entrepreneur hat and began her own firm: Claire Myers Consulting, a boutique recruiting firm headquartered in Sonoma, California. It operates nationwide, placing candidates across a variety of sectors, from Financial Services, Technology to Wine Production. Claire has a real appreciation for connecting remarkable talent with organizations that recognize and cherish their unique skills.  Key points:Claire’s mission is simple: help you discover your needs, find top-notch talent, and implement innovative strategies to attract and secure your dream candidates.  "If I can successfully recruit top people to take the risk of starting a business, I could certainly find the best candidates for less entrepreneurial roles,” Claire has said of why she chose to open her own business.Claire talks about some of the challenges she’s faced as being the leader of her own firm.  SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Claire Myers Vitale  LinkedInClaireMyersConsulting.comCMCRecruiting.comNow Available!The Sea Captain Way for Financial Advisors

Christian Muntean has a rich background in business strategy and leadership and is the author of Train to Lead and the founder of Vantage Consulting. He has guided leaders and organizations through significant transformations toward growth and efficiency. His deep understanding of leadership and organizational dynamics comes from extensive experience in international disaster relief and community development, across more than 40 countries.  Key points:Roughly two-thirds of all leadership successions fail and that most leaders don’t become leaders because of their leadership knowledge or skill. You also have said that most people who hire leaders aren’t even sure how to evaluate whether a leader really knows how to lead.  Christian’s expertise spans transforming leadership identity, applying athletic principles to leadership, building resilience, fostering high-performance teams, and systematic leadership development for sustained success.  SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Christian MunteanLinkedInTrainToLeadBook.comNow Available!The Sea Captain Way for Financial Advisors

KState’s Senior Associate Athletics Director for Development, Rob Heil, is our latest guest on the Sea Captain Leadership podcast. Rob grew up in the Kansas City area and went to KState for his undergraduate and graduate degrees. He’s back where it all began. Key points:Rob started your career at KState as an Athletics Marketing intern and as a Basketball Team Manager, doing tasks such as recording games and washing jerseys.  His position in marketing and development at the University of Texas at Austin challenged him so he was prepared for a development position when he returned to KState in 2017. Rob talks about how he missed working in athletics, how his identity was tied to college athletics, and how it is to be back where it all began. He has four team values that are non-negotiable and talks about those in the podcast.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Rob HeilLinkedInNow Available!The Sea Captain Way for Financial Advisors

Thomas is a Business Development Manager at Supporting Strategies. He is a seasoned financial industry professional with over 30 years of experience in business development. His background includes 21 years in retail banking and 17 years in management roles. Thomas builds trust-based relationships with his clients that drive business growth. Key points:Supporting Strategies provides outsourced virtual bookkeeping, accounting and operational support services.He is on the Leadership Advisory Council for E-for-All/EparaTodos of Merrimack Valley near his home in Newton, NH. The non-profit supports early-stage entrepreneurs in under-served communities with a 12-week accelerator program to teach them how to run their businesses.  Thomas is involved in the Pheonix Swords, and does performances that include historical martial-like stage combat and fire.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Thomas HowardThomasHoward@SupportingStrategies.com781-424-2204LinkedInNow Available!The Sea Captain Way for Financial Advisors

Sarah Carlan is the latest guest on the Sea Captain Way. Sarah is a therapist, leadership coach and career satisfaction mentor who helps her clients rediscover an internal sense of power that cannot be shaken by external events. She holds coaching certifications from Brown University School of Professional Studies and International Coaching Federation.  Key points:Sarah talks about her coaching and group facilitation for purpose-driven people and organizations.The three discuss boundary setting, defining value and finding more ease at work. Sarah offers insights and guidance to understanding your values and how they can help measure the metrics of success.  SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Sarah CarlanLinkedInwww.SarahCarlan.comNow Available!The Sea Captain Way for Financial Advisors

Internationally recognized business speaker and stroke survivor Roderick Jefferson is our latest guest on the The Sea Captain Way. He has shared his dynamic voice at a variety of events including keynotes, guest lectures, webinars, podcasts, and domain expertise panels for companies such as American Express, Oracle, Cisco, LinkedIn, Salesforce, SAP, Uber and Zoom. He is also the author of the Amazon #1 Bestselling book, Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence. Key points:One of Jefferson’s keynote speaking topics is titled “The 2% Mentality,” and it’s about overcoming life’s obstacles. Jefferson talks about how he overcame a near-fatal stroke and made a full recovery.As part of Jefferson’s sales enablement coaching and training, he helps his clients convert prospects into customers. This involves breaking down the complexity of the buying and selling process through scalable, measurable and repeatable practices.Inconsistent execution can doom even the strongest sales initiatives and strategies.  Jefferson is an acknowledged thought leader in the sales enablement space. He wrote a book that was an Amazon #1 Bestseller titled “Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence.”SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Roderick JeffersonLinktr.eeNow Available!The Sea Captain Way for Financial Advisors

Tom Schin is the Owner of Build a Better Culture, which helps clients with employee engagement, leadership development, company culture, people strategy and recruiting through one-on-one training or group workshops.  Key points:Build a Better Culture conducts Culture Audits.Tom call himself an “Engagement Engineer.”Strong leaders help drive higher employee engagement, increase productivity and foster a better and more inclusive workplace culture.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Tom ShinLinkedInNow Available!The Sea Captain Way for Financial Advisors

This latest episode features Sea Captain Coach Ben Miller, a Leadership and Performance Development Coach dedicated to helping his clients unlock their potential and lead with purpose. Key points:His experience includes building high-performing teams, enhancing client effectiveness and driving measurable outcomes. Prior to joining Sea Captain Coaching, he was a Managing Partner and Chief Development Officer at a Fortune 100 company for more than 20 years.Ben holds a Private Pilot License and also was a Big 10 college wrestling official. Ben talks about the most challenging match he ever refereed.Ben is guided by his mission to “Teach Others to Live with Great Purpose.”SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with BenLinkedInNow Available!The Sea Captain Way for Financial Advisors

Phil and Greg are joined by Keith Willis, the President and Founder of Core Management Training, on this episode of the Sea Captain Way. Keith has translated his experience as a Captain in the US Army into being a sales trainer, strategist, and a leadership expert.Key points:Keith has invested his time and energy into understanding how high achievers perform and the strategies they use to achieve their goals. As a Captain in the US Army, Keith worked with some of the best and brightest leaders in the military, building teams that consistently rose to the challenge.  Companies often hire Managers from outside the organization who don’t know the culture with the hopes they will be effective leaders. Because there is typically no strategy for development, the Managers struggle.  A recent Gallup survey that says 53% of workers felt that they were not engaged with their employers. It is estimated this led to $1.9 trillion lost productivity in 2023.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Keith Willis LinkedInNow Available!The Sea Captain Way for Financial Advisors

This podcast features Erik Abraham, a Managing Partner at EJA Holdings and a Founder of Abraham Ranch, a non-profit dedicated to rescuing farm animals such as horses, cows, goats and pigs. Key points:Erik worked as an entrepreneur in the oil and gas industry in Wyoming, Colorado, and Nebraska. Erik talks about what that experience was like and how he was able to succeed.Erik and his wife Katie have a passion for animal welfare and founded Abraham Ranch in Clarkston, Michigan, a northern suburb of Detroit. Abraham Ranch is a non-profit organization dedicated to the rescue of farm animals, all of which reside at the 140 acres of property.  Abraham Ranch also serves as a resource for education about animals, nature and the environment as well as a retreat destination for humans who need to reconnect with nature. One of the ways Erik and Katie give back to the community is by working with a Foundation called 42 Strong. The Foundation was established as a peer-to-peer mentoring program after a school shooting in his area a few years ago.  SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Erik Abraham Abraham RanchLinkedIn Now Available!The Sea Captain Way for Financial Advisors

Eddy Ricci, a founding partner of Lead Advisor, LLC., a wealth management consulting and talent acquisition firm, discusses his thoughts on acquiring the highest level job candidate on our latest podcast.  Key points:Lead Advisor provides industry insights, career strategies and professional development resources for wealth management professionals. He has also founded and operates other consulting firms focused on professional development, recruiting and acquisitions for businesses outside of the wealth management space.Eddy reads a business or leadership book each month and summarizes it for his closest contacts and clients.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Eddyhttps://www.lead-advisor.comLinkedInNow Available!The Sea Captain Way for Financial Advisors

This podcast features the talented Jenn Quader, the President & CEO of The Smart Agency, which is committed to advancing commercial real estate and financial services through effective communications. Her belief is that the way to get what you want is to ask for it!Key points:Jenn started her career as a professional theatre actress. She grew up in a family of musicians in North Carolina and her family had its own television show. A jazz vocalist, Jenn just finished an album of jazz standards in collaboration with her father called “Love, In All Its Forms.”  Jenn’s team helps companies tell their story more effectively to advance the built environment, deepen social impact, preserve stability, and build the next generation of great communicatorsShe recently gave a TEDx Talk at The American University in Paris entitled “A guide to navigating change with confidence,” in which she shared specific strategies for facing change, communicating clearly, and continuing to walk while making a positive impact on your journey. One of the themes in her presentation was “Confidently Walking in the Wrong Direction.”SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Jennhttps://thesmartagency.com/LinkedInNow Available!The Sea Captain Way for Financial Advisors