Tips from the Top with Joe Mallee

15 Episodes

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S2 Ep2: Bring the Unexpected

2026-10-2236:08

Amy Jamrog's approach is simple: solve clients' problems and make them feel special. In this episode, she shares how that mindset influences everything from client experience and social media to team culture and community service. Along the way, she reflects on the mentors who shaped her career, the evolution of her practice over 30 years, and what success looks like at this stage of her journey.

S2 Ep1: Let Them Shine

2026-09-3030:01

In this episode of Tips from the Top, Joe Mallee is joined by Thomas Le, founder of Legaci Tomorrow, for a conversation about servant leadership and helping others see new possibilities. Drawing on lessons from his family's immigrant journey and the example set by his mother, Thomas reminds us that success is measured by the lives you impact. Listen for powerful lessons on resilience, culture, and why it's okay to be scared when you're about to do something great.

S1 Ep13: And 20% More

2026-07-3032:22

It wasn’t a sales award or production milestone that convinced Joy Avedesian she was in the right profession. It was seeing the impact of her work on families’ lives during some of her earliest client death claims. Joe Mallee talks with the Stellarix Group general agent about trust, leadership, and what it takes to attract people to a profession built on difficult conversations and human connection. Along the way, Joy shares the athlete’s mindset that shapes her work and an early lesson that continues to guide her today.

S1 Ep12: Path to Mastery

2026-06-1730:43

There’s no shortcut to mastery. In this episode, Kuldeep Madan, founder and CEO of Madan+, reflects on landing in the business by chance and the failures, mindset shifts, and mentorship that shaped his journey. From early struggles to building a standout career in the industry, he’s proof that persistence, not perfection, drives real breakthrough.

S1 Ep11: Chief Storyteller

2026-04-0527:09

After the dot‑com crash, Sheryl Moore transformed a financial wake‑up call into a mission to educate others about life insurance and annuities. In this episode of Tips from the Top, Joe Mallee talks with the founder of Moore Market Intelligence about why storytelling matters more than ever in a data‑driven world. Sheryl shares how pairing data with lived experience helps advisors educate clients, build trust, and address real retirement concerns—offering practical insight into communication, credibility, and impact.

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