Beyond the Velvet Rope

In this engaging conversation, Neal Oates, Jr. speaks with Marc R. Williams, a seasoned mortgage loan officer and realtor, about the intricacies of homeownership, the importance of counseling, and the challenges faced by first-time buyers in the South Florida market.Marc emphasizes the need for trust and transparency between clients and professionals, the significance of understanding affordability, and the value of teamwork in real estate transactions. He also shares personal anecdotes about his journey in the industry, the importance of mentorship, and how golf serves as a therapeutic outlet for him. The discussion wraps up with rapid-fire questions that reveal Marc's personal insights and advice for aspiring homeowners and real estate professionals.TakeawaysMarc R. Williams has a rich background in both counseling and lending.Counseling is crucial for first-time homebuyers to develop a strategy for homeownership.There is an underserved market in homeownership that needs better information.Fear of rejection prevents many potential buyers from seeking help.Building trust with professionals is essential for a smooth homebuying process.Research and vet professionals before choosing a loan officer or realtor.Affordability is a significant concern in the South Florida market.First-time buyers may need to make compromises to enter the market.Real estate professionals should stay in their lane and collaborate with trusted partners.Disconnecting from social media can foster creativity and personal growth.Connect with Marchttps://marchomeloans.com/Cell: (786) 625-3555https://www.facebook.com/MiamiMogulhttps://www.instagram.com/mortgage_money_marc/

John Knowlton shares insights on the importance of thinking in achieving an abundant life. He discusses his journey from early financial education to building a wealth management business and emphasizes the role of faith in managing wealth. John introduces the concept of shared governance in family wealth, advocating for transparency and collaboration among family members. He highlights the significance of instilling values in children from a young age and the necessity of open discussions about finances. The conversation also touches on leadership, personal responsibility, and the upcoming book 'Thinking for Success', which aims to help individuals improve their thinking for better outcomes.TakeawaysAll outcomes stem from our thinking.Financial education should start early.Wealth can serve God's purposes.Shared governance promotes family unity.Transparency in finances builds trust.Values should be instilled early in children.Conflict resolution is essential in family governance.Regular family meetings foster communication.Start financial conversations at the dinner table.Personal responsibility is key to success.Chapters07:25 Wealth, Family, and Generational Governance14:03 Shared Governance: A New Model for Family Wealth21:11 Transmitting Values Through Family Conversations25:26 The Inspiration Behind 'Thinking for Success'28:04 Taking Responsibility for Our Thoughts31:58 Overcoming External Obstacles in Leadership35:15 Practical Tools for Team Development38:08 Fun and Personal Insights with John Knowlton43:07 Living into Your Purpose

In this engaging conversation, Dr. Jacopo Iasiello shares his journey from adversity to success, emphasizing the importance of service, health, and building meaningful relationships. He introduces the MPBE method, which focuses on meditation, prayer, and action as essential components for achieving a healthy, rich, and happy life.Dr. Jacopo highlights the significance of support from loved ones and the necessity of taking action to realize one's dreams. He encourages listeners to clarify their purpose and surround themselves with positive influences to foster personal growth and success.TakeawaysDr. Jacopo's mission is to serve and add value to others.Overcoming adversity is key to personal growth and success.Support from loved ones can significantly impact one's journey.The MPBE method emphasizes meditation, prayer, and action.Health is the foundation for achieving wealth and happiness.Building relationships with successful individuals opens doors to opportunities.Success requires clarity of purpose and direction in life.Action is essential; knowledge without action leads to stagnation.Gratification is a process, not an instant result.Surrounding oneself with positive influences is crucial for growth.Chapters00:00 Introduction to Dr. Jacopo Iasiello01:55 The Desire to Serve and Its Origins05:32 Overcoming Challenges and Pivoting Life Goals10:25 The MPBE Method: A Path to Success18:28 The Importance of Health in Life21:46 Building a Network of Success26:12 Facing Doubts and Fears in Pursuit of Success27:22 The Impact of Different Backgrounds31:27 Lessons from Successful Individuals37:18 Taking the First Step Towards Change39:43 The Journey to Healthy, Rich, and Happy42:46 Rapid Fire Questions and Personal Insights

In this engaging conversation, Dr. Christiane Schroeter shares her insights on achieving big goals through small steps, emphasizing the importance of her Petite Practice Framework. She discusses the significance of discovering one's superpower, overcoming mindset blocks, and the integration of well-being in business. Dr. Schroeter highlights the role of community and coaching in personal and professional growth, while also providing practical advice for younger generations. The conversation concludes with rapid-fire questions that reveal her personality and values.TakeawaysDr. Christiane emphasizes the power of small steps in achieving big goals.Listening to others' questions can reveal your superpower.Winning often requires stepping out of your comfort zone.You are your own brand; align your values with your actions.Community and coaching are essential for personal growth.Well-being is crucial for effective leadership and entrepreneurship.Celebrate small victories to build momentum.Courage is necessary for pursuing your dreams.Mindset blocks can prevent individuals from sharing their goals.The journey of change often requires support and accountability.Chapters00:00 Introduction to Dr. Christiane Schroeter02:36 The Power of Small Steps05:38 Discovering Your Superpower12:18 Understanding the Petite Practice16:20 Mindset Blocks in Entrepreneurship19:45 Blending Mind and Body in Coaching22:55 Embracing Unconventional Teaching Methods25:00 The Intersection of Courage and Consistency26:55 The Power of Coaching30:04 You Are Your Own Brand31:22 The Importance of Wellbeing in Business33:10 Advice for the Younger Generation34:56 Courage and Community37:31 Fun and Rapid Fire Questions

MC Laubscher, founder of Producers Wealth and host of the Cash Flow Ninja podcast, shares his journey from South Africa to the United States, emphasizing the importance of curiosity, networking, and learning from successful individuals. He discusses the dangers of conventional financial advice for entrepreneurs and introduces the concept of becoming your own banker through infinite banking. MC highlights the significance of building generational wealth and the misconceptions surrounding it, while also addressing future economic threats and the importance of strategic financial planning. The conversation concludes with rapid-fire questions that reveal MC's personal insights and philosophies.Chapters00:00 Introduction to MC Lobsher and His Journey02:52 Curiosity and Learning from Success05:35 The Immigrant Experience and Opportunity in the U.S.08:12 Networking as a Skill for Success11:18 The Impact of 'Rich Dad Poor Dad' on MC's Life21:55 The Dangers of Conventional Financial Advice28:50 Becoming Your Own Banker: The Infinite Banking Concept36:38 The Stability of Mutual Life Insurance37:31 Understanding Whole Life Insurance Policies38:24 The Importance of Proper Management40:18 Building a Financial Strategy41:16 Finding the Right Financial Advisors46:04 Generational Wealth: A Long-Term Perspective49:50 Misconceptions About Wealth Building52:39 Threats to Wealth in the Modern Economy55:31 Investing Business Profits WiselyTakeawaysAlways ask questions and learn from others' experiences.Curiosity can lead to valuable insights and opportunities.The U.S. offers unique opportunities for upward mobility.Networking is a skill that can open doors.Conventional financial advice can be detrimental to entrepreneurs.Becoming your own banker allows for greater control over finances.Choose trustworthy financial advisors who practice what they preach.Generational wealth requires a long-term perspective and planning.Investing in family is essential for sustaining wealth.Be aware of economic threats and cash flow leaks.Connect with M.C.https://producerswealth.com/https://www.youtube.com/@cashflowninjahttps://www.facebook.com/michiel.laubscher/https://www.instagram.com/thecashflowninja/https://www.linkedin.com/in/mclaubscher/https://x.com/mclaubscher

In this episode, 'Tine Zekis shares her journey from being a high school math teacher to a successful software engineer and career coach. She discusses the challenges she faced in the education system, the importance of support systems, and how she discovered her passion for coding. 'Tine emphasizes the significance of overcoming imposter syndrome, empowering black women to dream bigger, and the necessity of negotiation skills in career advancement. She also highlights the concept of skills as currency and the power of audacity in achieving success. Throughout the conversation, Teen provides practical advice and insights for listeners looking to enhance their careers and personal growth.Chapters00:00 Introduction to 'Tine Zekis02:42 The Journey from Teacher to Software Engineer05:30 Facing Challenges in Education08:23 Support Systems and Their Importance11:07 Discovering a Passion for Coding13:59 Understanding Imposter Syndrome16:57 Empowering Black Women to Dream Bigger19:34 Negotiating Worth and Value22:34 Skills as Currency in Career Advancement25:25 Overcoming Fear and Taking Action27:40 Building Networks and Community Support28:34 The Art of Negotiation31:14 Deciding Between Negotiation and Career Change35:20 Embracing Audacity in the Workplace42:55 Mindset Shifts for Success45:36 Exploring Entrepreneurship and Multiple Income StreamsTakeaways'Tine Zekis transitioned from teaching to software engineering after realizing the classroom was not for her.Support systems are crucial for career changes and personal growth.Imposter syndrome affects many high achievers, especially black women, and can be overcome with the right strategies.Negotiation is key to achieving fair compensation and should be approached as a collaboration.Skills should be viewed as currency, and individuals often have more qualifications than they realize.Audacity is the courage to advocate for oneself and pursue opportunities without fear.The next career decision does not have to be the final one; flexibility is important.Building a community and support network can help individuals recognize their worth.Mindset shifts can lead to significant income increases without additional education.Empowering black women to dream bigger is essential for breaking systemic barriers. Connect with 'Tine:https://tinezekis.com/https://www.instagram.com/tinezekis/https://www.facebook.com/tinezekishttps://www.youtube.com/@GettingBlackWomenPaidhttps://www.linkedin.com/in/tinezekis/

In this engaging conversation, Andrew Gold, a wealth and tax strategy expert, discusses the importance of financial education, breaking the time-for-money mindset, and the role of faith and family in financial stewardship. He emphasizes the need for younger generations to adopt critical money principles early on, the significance of paying oneself first, and the difference between tax planning and preparation. Andrew also shares personal experiences and insights on building a legacy and the importance of mentorship in financial success.Chapters00:00 Introduction to Wealth Management and Mindset Shift03:21 Understanding Financial Genetics and Mindset05:27 The Importance of Educating Younger Generations07:55 Faith, Family, and Financial Stewardship10:25 Personal Journey: Overcoming Adversity and Learning15:17 Critical Money Principles for Young Adults20:12 Instant Gratification and Financial Responsibility23:01 Paying Yourself First: Strategies for Success26:32 Tax Strategies for Keeping More of Your Earnings29:28 Finding the Right Financial Mentor32:02 Navigating Wealth Growth Strategies34:09 Understanding Tax Planning vs. Preparation37:23 Balancing Wealth and Faith39:54 The Meaning of Legacy41:41 Non-Negotiable Financial Principles43:33 Taking the First Step in Financial Awareness45:33 Engaging with Andrew Gold52:57 Final Thoughts and Motivational InsightsTakeawaysFinancial education is crucial for younger generations.Breaking the time-for-money mindset is essential for financial freedom.Faith and family play a significant role in financial decisions.Understanding financial genetics can help change money behaviors.The 30 by 30 principle encourages early investment for wealth building.Instant gratification can hinder financial success.Paying yourself first is a key strategy for financial health.Tax planning should be proactive, not reactive.Building a legacy involves more than just financial wealth.Starting today is the best way to improve your financial situation.Connect with Andrew:https://www.instagram.com/the_dailyprofithttps://www.pwealthmgmt.com/https://www.facebook.com/pwealthmgmthttps://www.linkedin.com/in/andrew-gold-fpwmp%C2%AE-2165bbaa/

In this conversation, Chase Collins, a financial therapist and author of 'Trust Your Trust Fund', shares his insights on the emotional complexities of inherited wealth. He discusses his personal journey, the challenges faced by trust fund recipients, and the importance of using wealth as a tool for growth rather than a source of identity. Chase emphasizes the need for open conversations about money within families and the significance of rewriting one's money story to align with personal values and purpose.Chapters00:00 Introduction to Chase Collins and His Journey06:03 Navigating Emotional Challenges of Wealth11:43 Wealth as a Tool, Not a Burden17:09 Signs of Guilt and Shame in Inheritors22:30 Finding Your Own Path with Wealth26:47 Rewriting Your Money Story32:15 Advice for New InheritorsTakeawaysChase Collins specializes in the emotional side of money.Inherited wealth can lead to confusion and shame.Wealth should be viewed as a tool for growth.Many inheritors struggle with feelings of entitlement and guilt.Emotional inheritance is rarely discussed, leading to isolation.Signs of guilt in inheritors can include addiction and overindulgence.A common mistake is ignoring financial responsibilities out of fear.Healthy family conversations about money should start with curiosity.Rewriting your money story involves understanding your values.Support from coaches and communities is crucial for clarity.

In this episode, Neal Oates Jr. interviews Dave Valentine, a seasoned entrepreneur and the Chief Revenue Officer of Finch, a performance agency focused on helping e-commerce brands grow through digital advertising. Dave shares his journey of owning multiple businesses, his philosophy on navigating life's challenges, and the importance of helping small businesses thrive. He discusses common mistakes brands make in advertising, the significance of choosing the right platforms, and the need for transparency in agency-client relationships. The conversation also touches on personal health, the impact of hustle culture, and the balance between growth and team wellbeing. Dave emphasizes the importance of love and connection in business and life, encouraging listeners to overcome fear and embrace opportunities for growth.Chapters00:00 Introduction to Dave Valentine02:18 Navigating Life's Challenges06:09 The Journey into Performance Marketing07:55 Identifying Business Challenges15:24 Common Mistakes in Advertising19:21 Unconventional Marketing Strategies20:53 Overcoming Fear in Business26:29 Balancing Growth and Team Wellbeing29:51 The Impact of Personal Experience on Leadership32:21 The Hustle Culture Trap34:15 Transforming Health and Wellness35:30 Building Meaningful Connections37:13 Rethinking Business Strategies42:30 Agency-Client Relationships47:20 Simplifying Growth and Scaling with PurposeTakeawaysDave Valentine has owned 11 businesses and exited 9.He believes in reframing challenges as episodes in a story.Small businesses employ 69% of Americans and are crucial for economic health.Proper setup of ads and tracking is often overlooked by brands.Creative copywriting can significantly impact ad performance.Misalignment of advertising platforms and target audiences is a common mistake.Bing ads are becoming a viable alternative to Google ads.It's important to take risks in trying new advertising platforms.Agency-client relationships thrive on clear communication and aligned expectations.Personal health and well-being are essential for sustainable business success.Connect with Dave:https://www.finch.com/https://www.instagram.com/realdval/https://www.facebook.com/realdavevalentinehttps://x.com/realdvalhttps://www.linkedin.com/in/david-valentine-95564891/https://www.tiktok.com/@realdval?

Neal Oates, Jr. and cultural intelligence expert Terri Morrison explore the critical importance of cultural intelligence in today's global business environment. They discuss the journey behind Morrison's bestselling book 'Kiss, Bow or Shake Hands', the nuances of cross-cultural communication, and the essential strategies for building trust and credibility in international dealings. The conversation highlights common mistakes professionals make in cross-cultural interactions and emphasizes the need for cultural awareness, especially in industries like real estate. Morrison shares insights on how to navigate cultural differences, the significance of preparation, and the exciting release of her audiobook, making this a must-listen for anyone looking to enhance their global business acumen.TakeawaysCultural intelligence is essential for success in global markets.Understanding cultural nuances can prevent costly mistakes in business.Building trust across cultures requires patience and empathy.Real estate professionals must be aware of cultural differences to succeed.Preparation is key when engaging with international clients.Cultural faux pas can be avoided with proper research and understanding.Women in business should leverage support from male colleagues in hierarchical cultures.Diversity enriches problem-solving and decision-making in business.Cultural intelligence is not just a nice-to-have; it's a must-have.The new audiobook of 'Kiss, Bow or Shake Hands' is set to launch soon.Chapters00:00 Understanding Cultural Intelligence03:05 The Journey to Writing 'Kiss, Bow or Shake Hands'09:22 Defining Cultural Intelligence16:10 The Importance of Cultural Intelligence in Business18:20 Common Mistakes in Cross-Cultural Interactions20:19 Building Trust Across Cultural Lines24:06 The Need for Cultural Awareness in Real Estate27:35 Finding Courage to Engage with Diverse Cultures29:30 Learning from Cultural Faux Pas33:31 Navigating Gender Dynamics in Business39:06 Understanding Cultural Sensibilities in International Business41:23 Essential Research for International Engagement43:13 Starting Your Global Business Journey44:57 Exciting Announcements and Resources47:48 The Importance of Real Estate Professionals49:27 Rapid Fire Fun with Terri MorrisonPreorder the Audio Book NOW:https://www.audible.com/pd/Kiss-Bow-or-Shake-Hands-2nd-Edition-Audiobook/B0FMYTTGWYConnect with Terri:https://getcustoms.com/ https://www.linkedin.com/in/terri-morrison-2a940a7/https://www.instagram.com/kissbowauthor/https://www.facebook.com/terri.morrison.750/

In this engaging conversation, Eric Brotman, a seasoned financial advisor, shares his insights on the importance of financial literacy and the steps individuals can take to achieve financial independence. He discusses the common fears surrounding financial planning, the significance of finding a trusted financial advisor, and the myths that often mislead people in their financial journeys. Brotman emphasizes the need for proactive financial management, the role of taxes, and the importance of making informed decisions during peak earning years. He concludes with powerful advice on taking action and not waiting to improve one's financial situation.Chapters00:00 Introduction to Financial Literacy and Eric Brotman03:03 The Importance of Financial Literacy06:46 Overcoming Fear and Ignorance in Finance09:45 Finding Trusted Financial Advisors12:26 Understanding Financial Myths and Misconceptions16:19 The Psychology of Money and Investment Strategies24:12 Wealth Building Strategies and Paying Yourself First29:59 Choosing the Right Financial Advisor35:43 Understanding Financial Advisors and Their Roles41:13 Maximizing Peak Earning Years49:09 Valuable Money Advice and Lessons Learned56:19 The Importance of Taking ActionTakeawaysFinancial literacy is crucial for making informed decisions.Many people fear seeking financial advice due to past experiences.It's important to find a trusted financial advisor who has your best interests in mind.Debt can be leveraged to grow wealth, but psychological factors matter too.Investment returns can be misleading; focus on consistent growth.Building wealth is a gradual process, not a quick win.Pay yourself first to ensure savings before spending.Tax planning is essential during peak earning years.Don't wait to take action on your financial health.A good financial advisor should work collaboratively with your CPA and attorney.Connect with Eric:https://www.facebook.com/DontRetireGraduate/https://brotmanmedia.com/https://www.amazon.com/Dont-Retire-Graduate-Financial-Retirement/dp/1734970103

In this episode, Victor Idoko shares his journey from Nigeria to Australia and discusses the importance of financial fitness and mindset in building wealth. He introduces his book, 'Seven Basic Wealth Strategies,' and emphasizes the need for accountability and understanding biases in wealth building. Victor debunks common financial myths and distinguishes between making money and building wealth. He highlights the habits of successful individuals and the significance of having a clear financial plan. The conversation concludes with insights on defining real wealth and the importance of having a supportive network.TakeawaysVictor Idoko emphasizes the importance of mindset in financial success.Financial fitness is akin to physical fitness; both require discipline and effort.Setting long-term goals is crucial for wealth building.Understanding personal biases can help in making better financial decisions.Investing is not gambling; it requires knowledge and strategy.Wealth is a tool to achieve the life you desire.Accountability is key to maintaining financial discipline.Successful individuals recognize their limitations and seek professional advice.Building wealth takes time, but small consistent actions lead to significant results.Real wealth encompasses health, relationships, and financial stability.Connect with Victor:https://www.facebook.com/cfvadvisoryhttps://www.instagram.com/iamvictoridoko/https://www.tiktok.com/@victoridokowlthadvhttps://www.linkedin.com/company/cfv-advisory/https://www.youtube.com/@victoridokocfvhttp://cfvadvisory.com.auEmail: admin@cfvadvisory.com.au

Kenny Donnell shares his inspiring journey from incarceration to becoming a successful entrepreneur and community leader. He emphasizes the importance of storytelling, resilience, and the power of vision in overcoming adversity. Kenny discusses his entrepreneurial spirit, the significance of giving back to underserved communities, and the mindset shift required to transition from employee to boss.He also highlights the role of faith in navigating life's challenges and encourages listeners to find peace amidst adversity. In this engaging conversation, Kenny Donnell and Neal Oates, Jr. explore the themes of stewardship versus ownership, the impact of technology and AI on business, and the importance of adapting to change in the workforce. They discuss the necessity of navigating the overwhelming noise of information available today, the challenges of balancing work and life, and the significance of personal development and coaching. Kenny emphasizes the importance of understanding one's role as a steward of resources rather than an owner, and he provides practical advice for entrepreneurs looking to thrive in a rapidly changing environment.TakeawaysKenny Donnell emphasizes that your past prepares you, rather than disqualifying you.Storytelling is a powerful tool for connection and understanding.Overcoming adversity requires resilience and a willingness to hold on during tough times.Transforming challenges into opportunities is key to personal growth.Embracing your past can lead to empowerment and authenticity.Entrepreneurship can be a path to freedom and self-determination.Faith and vision are essential in navigating the business landscape.The One Idea Challenge helps individuals identify their unique solutions to problems.Giving back to underserved communities is a vital part of Kenny's mission.A mindset shift from employee to boss is crucial for success. We think we own stuff, but we don't.You are a steward over what you have.AI will impact every business owner, small or large.Follow trusted voices for at least six months before investing.It's easy to talk about success, but doing it is challenging.Get someone in your ear that encourages you.You can't do anything until you decide what you want.Balance is about constant counterbalance, not perfection.Identify the most important tasks to prioritize.

In this engaging conversation, Neal Oates Jr. interviews Roy Cammarano, a seasoned leadership strategist and entrepreneur. They discuss the importance of legacy, the impact of caring in business, and the challenges entrepreneurs face. Roy shares insights on the 6Rs framework, emphasizing the significance of relationships and accountability in leadership. He highlights the need for optimism, persistence, and the value of making correct decisions over quick ones. The discussion also touches on the common pitfalls leaders encounter and the importance of clear communication in managing expectations. Roy's passion for helping others achieve their potential shines through as he shares his vision for impactful leadership.TakeawaysLegacy is about what people say about you when you're not there.Changing 'to-do' lists to 'ta-da' lists fosters a positive mindset.Leadership is about caring for people, not just numbers.Entrepreneurs must believe they can change the world despite challenges.Correctness in decision-making is more important than speed.Optimism and perspective are crucial in overcoming obstacles.Learning from confusion is essential for growth.Trust in an organization is built on consistency.The 6Rs framework helps clarify roles and responsibilities.Unmet expectations often lead to resentment in leadership.Connect with Roy:https://www.instagram.com/roycammarano_/https://www.youtube.com/@roycammarano_https://www.tiktok.com/@roycammaranohttps://www.linkedin.com/in/roycammaranohttps://www.facebook.com/roy.cammarano/http://www.jmrpropertiesinc.com/roy_cammarano.htmlhttps://podmatch.com/guestdetail/17527643300509788137fae96Buy Roy's Bookshttps://www.amazon.com/Books-Roy-F-Cammarano/s?rh=n%3A283155%2Cp_27%3ARoy%2BF.%2BCammarano

In this episode of Beyond the Velvet Rope, host Neal Oates Jr. engages in a deep conversation with CJ Wiggins, a military veteran, entrepreneur, and community leader based in Hawaii. They explore CJ's journey from the military to entrepreneurship, the importance of leadership and mentorship, and how faith-based principles can guide business practices.CJ shares insights on personal growth, the significance of continuous learning, and the value of trusting the process in life. The discussion also touches on the challenges of transitioning from military life to civilian entrepreneurship and the role of mentors in shaping one's path. Throughout the conversation, CJ emphasizes the need for self-discovery, patience, and the commitment to better oneself every day.TakeawaysCJ Wiggins emphasizes the importance of leadership and community respect.Continuous learning is crucial for personal and professional growth.Military experience shapes leadership skills and resilience.Faith-based principles can guide business decisions and practices.Mentorship plays a vital role in achieving success.Trusting the process is essential for overcoming doubts.Self-discovery is a lifelong journey that requires patience.Building connections with different cultures enhances understanding.Transformational leadership focuses on empowering others.Making decisions is a fundamental aspect of life and business.To learn more about CJ Wiggins visit:https://www.facebook.com/ClaudiusJhttps://www.linkedin.com/in/c-j-wiggins-84501a81/https://www.youtube.com/@ClaudiusJ7Contact CJ directly at: CJ@Hawaiitaxwealthsolutions.com

Chapters00:00 Introduction to Adam Fayed01:22 Adam's Journey in Financial Services03:37 Frustrations Leading to Entrepreneurship06:21 Identifying Market Opportunities09:04 Cultural Intelligence in Financial Advisory13:24 The Adventurous Spirit of Entrepreneurs15:57 Niche Marketing and Authority Building19:16 The Future of Expat Living22:21 Making Finance Attractive24:57 Misconceptions About Wealthy Individuals28:49 Starting Your Financial Journey32:22 The Wealthy Mindset: Frugality and Long-Term Growth35:14 The Truth About Entrepreneurship: Risks and Rewards37:43 Advice Through the Ages: Learning to Let Go40:46 Legacy and Relationships: What Truly Matters42:07 Rapid Fire Fun: Insights into Adam's Life48:37 Influential Authors: The Impact of Daniel PriestleyIn this episode of Beyond the Velvet Rope, host Neal OatesJr. interviews financial expert Adam Fayed, who shares his journey from starting his first investment account at 18 to becoming a successful entrepreneur and wealth manager. Adam discusses the importance of cultural intelligence in serving a diverse clientele, the challenges of navigating thefinancial industry, and the misconceptions surrounding wealthy individuals. He emphasizes the significance of niching down in business and the future trends in expat living, while also providing practical advice for those starting their financial journey. TakeawaysAdam started his first investment account at 18, which was a learning experience.There was a supply and demand mismatch in the financial advisory market.Cultural differences in clients are often less significant than perceived.Entrepreneurs must be risk-takers and adventurous by nature.Niche marketing can lead to greater authority and demand.The future of work is increasingly remote, impacting expat living.People are more politicized and interested in financial policies than before.Wealthy individuals are often more focused on wealth preservation than tax minimization.Starting small with investments is crucial for beginners.Wealth is built over time through consistent saving and investing.

In this engaging conversation, Neal Oates Jr. and Ben Finley explore the intersections of golf, personal growth, and the title industry. Ben shares his journey from aspiring professional golfer to a key player in the title business, emphasizing the importance of relationships, trust, and exceptional service. The discussion also touches on the challenges of starting a new venture, the significance of client communication, and the lessons learned from both golf and business.Chapters01:08 - Ben's Journey from Indiana to South Florida02:50 - The Impact of Golf on Life09:12 - Transitioning to the Title Industry11:34 - Building Trust and Relationships in Business15:33 - Client Service Philosophy in Title Industry21:12 - Starting Luxury Title: A New Chapter22:01 - Overcoming Fear and Embracing Change25:09 - Navigating Challenges in the Luxury Title Market26:57 - The Importance of Relationships in Real Estate29:45 - Enhancing Real Estate Transactions33:20 - The Value of Speed and Communication34:19 - Reflections on Professional Achievements36:27 - Rapid Fire Fun and Personal InsightsTakeawaysGolf is a game for everyone, regardless of skill level.Building relationships is crucial in both golf and business.Trust is essential in the title industry.You must be available for your clients at all times.Mistakes in the title industry can be costly.Luxury Title focuses on exceptional client service.Personal growth is a continuous journey.Networking is key to success in real estate.Communication is vital for smooth transactions.Always strive to improve and learn from experiences.

In this conversation, Neal Oates, Jr. emphasizes the importance of strategic networking over mere transactional interactions. He introduces the concept of the OODA loop as a framework for effective networking, highlighting the need to observe, orient, decide, and act.Oates also discusses the significance of being a high-value connector, focusing on building trust and providing value to others. The conversation concludes with actionable steps for listeners to elevate their networking strategies and cultivate meaningful relationships that lead to wealth creation.Chapters00:00 - The True Value of Networking05:18 - The OODA Loop for Strategic Networking07:33 - The Importance of Environment in Networking10:58 - Becoming a High Value Connector16:48 - Taking Networking to the Next LevelTakeawaysNetworking is not a numbers game; it's about relationships.Shift your mindset from taking to giving in networking.Affluence is about access, not just money.Successful networking focuses on long-term wealth creation.The OODA loop is a strategic framework for networking.Environment matters; seek high-value networking spaces.Invest in yourself to attract high-value connections.Being trusted is more valuable than being liked or known.Become a resource magnet to build influence.Networking is a long-term skill that requires practice.

In this episode of the Beyond the Velvet Rope Podcast, host Neal Oates Jr. interviews Karen Trivino, a dynamic real estate broker with a compelling story. Karen shares her journey from aspiring criminal justice professional to successful real estate broker, driven by personal experiences and a desire to empower others.Throughout the conversation, she discusses the importance of collaboration over competition, her role in the Women's Council of Realtors, and her aspirations on international platforms. Karen emphasizes the significance of faith, self-reflection, and the influence of role models in her life, while also addressing the challenges faced by women in the industry. The episode concludes with rapid-fire questions that reveal Karen's personality and values, leaving listeners inspired by her journey and insights.Contact Karen Trivino at www.KarenTrivino.com or 786.838.3839Chapters00:00 - Introduction to Karen Trevino01:02 - Karen's Journey into Real Estate03:46 - Lessons from Personal Experience07:35 - Empowering Others Through Resilience11:07 - Celebrating Achievements and Growth15:14 - Women in Real Estate: Leadership and Impact18:55 - Continuous Learning and Self-Reflection21:36 - Greatest Accomplishments and Faith22:42 - Faith and Resilience in Life's Journey23:44 - Lessons Learned Through Life's Challenges25:34 - Role Models and Their Impact26:23 - Connecting with the Past and Ancestry28:21 - Advice to Younger Self30:18 - Rapid Fire Fun Questions33:40 - Legacy and FulfillmentTakeawaysKaren Trivino is a real estate broker with a unique journey.Her initial career aspiration was in criminal justice.Personal experiences shaped her commitment to helping others in real estate.She emphasizes the importance of transparency in the industry.Karen's mother is a significant source of inspiration for her.She aims to empower women and minorities in real estate.Karen is actively involved in the Women's Council of Realtors.She believes in collaboration over competition in the industry.Faith plays a crucial role in her personal and professional life.Karen encourages others to pursue their dreams despite challenges.

In this episode, Neal Oates Jr. shares his experiences and insights on how to effectively work with affluent clientele using the OODA Loop framework. He emphasizes the importance of observing, orienting, deciding, and acting in both personal and professional contexts. Neal provides practical examples and strategies for understanding the needs and preferences of high net worth individuals, ultimately guiding listeners on how to enhance their service and exceed client expectations. Chapters 00:00 - Celebrating Success and New Beginnings 12:38 - Orienting Information for Effective Decision Making 20:49 - Taking Action and Monitoring Outcomes Takeaways The OODA Loop is a framework for decision-making. Observe means gathering information about the environment. Orient involves synthesizing data with prior knowledge. Decide is about choosing a course of action based on observations. Act means executing the decision and monitoring results. Understanding affluent clients requires keen observation. Personalized service is crucial for high net worth individuals. Communication is key to building client confidence. Refining the OODA Loop leads to better client relationships.