Tips from the Top with Joe Mallee

6 Episodes

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Tips from the Top - Episode 6: The Power of Relationships

2025-10-1731:02

Devon Reynolds shares how a career pivot from deaf education led to a thriving financial-planning practice. With her gift for clear communication and building relationships, she guides clients through life’s biggest decisions—whether it’s college planning, retirement, or navigating major milestones. Follow her journey co-founding Reynolds and Reynolds Financial Partners, evolving the business to better meet clients’ needs, and building the next generation of advisors.

Tips from the Top - Episode 5: Potential Multiplied

2025-10-1627:40

Discover how Alex Mendieta, president of Coastal Wealth Private Client Group, a division of Coastal Wealth, transforms individual strengths into collective success. Alex shares his journey from a family rooted in community service to leading one of Florida’s largest financial services firms. He reveals how a lucky mistake, team-first mindset, and passion for empowering others have multiplied the potential of his organization—creating lasting impact for clients, colleagues, and the greater Miami community.

Tips from the Top - Episode 4: Thinking Big

2025-10-1630:23

Mary Grate-Pyos shares her journey from federal budget officer and syndicated columnist to a thriving career in financial services. She built her business at First Financial Group through seminar prospecting and a mindset rooted in positivity and purpose. After 21 years with MassMutual, the “Geek in Pearls” continues to blend her mathematical mind with a deep commitment to community—leading seminars, mentoring advisors, and championing causes that uplift others.

Tips from the Top - Episode 3: Outside the Comfort Zone

2025-10-1630:09

What happens when you walk away from comfort and bet on yourself? Jason Lettenberger of WestPoint Financial Group shares how two life-changing events pushed him to leave behind a stable career and step into the unknown. His story of risk, resilience, and redefining success on his own terms is a powerful reminder that embracing life’s most challenging moments can lead to the most rewarding outcomes.

Tips from the Top - Episode 2: Leading with Heart

2025-10-1533:13

A guest speaker in his college finance class changed the course of Brian Roberts’ life. Hear how he went from broke sophomore to earning $33,000 his junior year—and ultimately found his calling as a ‘servant leader.’ With uplifting energy, a deep sense of purpose, and heartfelt storytelling, Brian’s journey to become general agent of Synergy Wealth Solutions will inspire you to grow in your own career and life.

Tips from the Top - Episode 1: Pizza, Physicians, and Purpose

2025-10-1428:22

Deanna Filosa of Charter Oak Financial left her engineering job—and steady salary—to take charge of her own success. An unexpected moment early on sparked her passion for working with doctors, leading her to launch the Physician Planning Group. Deanna reflects on embracing her entrepreneurial spirit to build the life she envisioned. She shares the advice she’d give her younger self and why she’s on a mission to bring more women into the financial services industry.

#box-pro-ellipsis-17612894242314{-webkit-line-clamp:2;}Tips from the Top with Joe Mallee