Parhaat Rob Schultz Podcastit (2024)

1
Knight Colman: Leading the Firm While Honoring the Founders’ Vision 38:08

2d ago38:08

38:08

In this episode of The Purpose Focused Advisor podcast, Rob Brown interviews Knight Colman, a second-generation partner at Colman Knight Advisory Group. They explore Knight's journey into the financial planning industry and the vital role of intentional succession planning. Knight shares his perspective on the unique challenges and opportunities th…

1
AI Meets Menswear: Phoebe Tan's Fashion Impact and Entrepreneurial Insights 47:13

1d ago47:13

47:13

In this episode, guest Phoebe Tan shares her journey as the founder of Taelor, a menswear rental subscription service with AI styling. She details her time from a small village in Malaysia to Chicago to getting her MBA and later starting a company. Taelor’s service, aimed at busy men, offers fashion convenience with AI-driven efficiency. Phoebe and…

1
#53 - Philosophy, physics and phighting! - Andy from the School of Grappling FINALLY joins me to chat. 1:49:08

3d ago1:49:08

1:49:08

Send us a text In this episode, I’m joined by Andy from the School of Grappling, a coach and physicist whose analytical approach to no-gi grappling and wrestling has made him a respected figure in the sport. We discuss the science behind skill development, biomechanics, and training methods that align with the ecological approach. As the podcast ne…

1
Islanders Anxiety - Episode 302 - What Emotion to Feel? 1:34:28

2d ago1:34:28

1:34:28

Mike and Dan recap a week of good and bad, as the Islanders stay in the thick of the Metro despite some characteristically bizarre games. They start with Saturday night's home game against Montreal in which the nine-round shootout wasn't even the weirdest part. One person's "great atmosphere" is another's unsustainable, impossible parade of inexcus…

1
Weird Islanders: The Podcast! - Episode 53 - Deron Quint 1:06:12

8d ago1:06:12

1:06:12

Mike and Dan kick off Season Four with their first actual former Islander, as defenseman Deron Quint joins them to discuss his five games with the team during their 2007 stretch run, his long hockey career in the NHL and overseas and his new second career. Quint was brought over from Europe by Garth Snow with the Islanders in desperate straights to…

1
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships 28:23

9d ago28:23

28:23

In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retire…

1
Bridging the Gen Z Communication Gap 21:52

9d ago21:52

21:52

The Human Connection: "Where's my connection with my team, my mission, my vision, my value for the customers that I want to serve and the people that I love?" - Rob Swymer In this episode of the Authentically Successful - After Hours, hosts Carol Schultz and Rob Swymer discuss the misconceptions that employers have about Gen Z workers. They dive in…

1
#52 - Getting Emotional! - Dr Laura Cuijper's talks about the emotional aspects of training and performance. 1:26:30

11d ago1:26:30

1:26:30

Send us a text In this episode of the Primal MMA Coaching Podcast, I sit down with Dr. Laura Cuijpers, an assistant professor at the University of Groningen, to explore the emotional and psychological aspects of martial arts training. We dive into Dr. Laura's work on agency, resilience, and the application of the ecological approach in self-defense…

1
Islanders Anxiety - Episode 301 - Robbed of Joy 1:31:03

12d ago1:31:03

1:31:03

Mike and Dan recap the first two games of Islanders season, which were annoying, frustrating and disappointing after a summer of excitement. In their season/home opener against the Utah No Names, the Islanders played all their hits - blown leads, bad penalty killing, an overtime loss - leaving fans angry and discouraged. A busy 3-0 loss to Dallas i…

1
Business education made easier: MBA ASAP founder John Cousins 44:17

15d ago44:17

44:17

In this week’s episode, host Carol sits down with multitalented founder John Cousins. John founded MBA ASAP, an MBA affordable alternative for students. John details his diverse journey from finessing a test to secure a job to working at ABC to eventually diving into entrepreneurship. To date, John’s educational tools have been used worldwide by te…

1
Master Leaf Theatre Special - The Metronome of Professionalism 1:53:56

16d ago1:53:56

1:53:56

[Note: This episode originally ran exclusively at our Patreon page on August 21, 2024. As promised on the episode, since John Tavares was not signed to a contract extension before the Leafs' season began, the episode is now free for all to enjoy.] This summer, John Tavares was removed as captain of the Toronto Maple Leafs in favor of Auston Matthew…

1
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams 32:43

16d ago32:43

32:43

In this episode of The Purpose Focused Advisor, Rob Brown sits down with Matthew Gray, a NextGen financial planner from Larson Wealth Management. Matthew shares pivotal milestones from his career and reveals how mentorship has shaped his journey. He discusses the power of collaboration and why younger advisors are helping reshape the financial plan…

1
Islanders Anxiety - Episode 300 - You're Not Coming to Six Flags 1:53:07

19d ago1:53:07

1:53:07

Mike and Dan discuss the waiving of Pierre Engvall (and others) ahead of the Islanders' season opener this week against the Utah Sister Wives. Putting Engvall and the six years left on his contract on waivers was a bold move by Lou Lamoriello but it illustrates just how the team has changed and how Engvall's signature brand of ineffectiveness can't…

1
Jack Heintzelman: Bridging the Generational Gap in Financial Planning 38:46

23d ago38:46

38:46

In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building p…

1
Quiet Vacationing: A Dangerous Trend in the Workplace 27:41

23d ago27:41

27:41

Kirjoittanut Carol Schultz

1
Islanders Anxiety - Episode 299 - The Cynic's Guide to Preseason Hockey 1:29:05

26d ago1:29:05

1:29:05

Mike and Dan "recap" the Islanders preseason so far including roster spot battles, empty intrigue and the mystery of Ilya Sorokin's status. With about 60% of their exhibition games over (of which Mike has watched zero minutes of, per his standard policy), the Islanders' are shaping up along expected lines. But a few players are vying for an open sp…

1
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice 41:35

1M ago41:35

41:35

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Inves…

1
Cyber Threats in Healthcare: Founder Matt Lepkowski 46:40

1M ago46:40

46:40

In this episode, host Carol Schultz sits down with Matt Lepkowski, founder of Business Automation Experts (BAE). Matt brings a wealth of knowledge in software development, healthcare policy, and cybersecurity, offering invaluable insights on navigating today's complex technological landscape. Matt shares his personal journey, from his early days in…

1
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals 27:43

1M ago27:43

27:43

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on financial planning for young professionals in the tech industry. Daniel, a NextGen advisor, discusses his approach to working with clients in their 30s and 40s, especially those dealing w…

1
The Challenge of Using AI in Recruitment: Benefits, Pitfalls, and Practical Applications 40:07

1M ago40:07

40:07

“AI can't ask follow-up questions. It doesn't ask questions with nuance. It doesn't ask questions from multiple angles." - Darryl C. Clements In this special edition of Authentically Successful - After Hours, we dive deep into the complex and sometimes controversial world of AI in recruiting. Host Carol Schultz, an experienced recruiter and executi…

1
Islanders Anxiety - Rookie Camp Special - The Shadow Team 1:08:41

1M ago1:08:41

1:08:41

Mike and Dan recap some newsworthy items from Islanders Rookie Camp including PTOs to Keith Kinkaid and Matt Martin, and the absence of Cal Clutterbuck. After working out at Northwell Health all summer, Islanders fan Kinkaid finally gets a chance to play for his boyhood team. While the goalie's energy is infectious, it forced Lou Lamoriello to addr…

1
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach 47:43

1M ago47:43

47:43

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizi…

1
Harnessing Data Power: Entrepreneur Marc Delbaere’s Vision 43:19

1M ago43:19

43:19

Welcome back to another episode of Authentically Successful and our first episode post-summer break. This episode includes an exciting conversation with Marc Delbaere, a dynamic data tech founder in Belgium. Marc's journey is a fascinating tale of innovation, resilience, and the pursuit of independence. From his beginnings as a bond trader to impac…

1
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact 36:17

2M ago36:17

36:17

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable ins…

1
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset 38:50

2M ago38:50

38:50

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evo…

1
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement 29:36

2M ago29:36

29:36

In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob undersc…

1
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale 26:08

2M ago26:08

26:08

In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core str…

1
Islanders Anxiety - Summer Special - 32 Thoughts About John Tavares Losing the Maple Leafs Captaincy 1:14:18

2M ago1:14:18

1:14:18

Mike and Dan get together on a Monday in the middle of August to discuss a notable move for the Leafs and a massive celebration for Islanders fans. Announced via tweet by Pat Brisson mouthpiece Darren Dreger, John Tavares has been replaced as Toronto's captain by Auston Matthews, a move that has little to do with the official party line of Matthews…

1
David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach 31:02

3M ago31:02

31:02

In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strat…

1
"Love" in business: Splunk's Rob Swymer 45:38

3M ago45:38

45:38

In this episode, your host, Carol Schultz speaks with Splunk's Rob Swymer. Splunk is an international data company. Rob shares his diverse career and the mindset he adapted early on to accomplish what he has so far. They dive into a rare conversation about love in the workplace. What it looks like to show love to your workers and the benefits it ca…

1
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement 36:03

3M ago36:03

36:03

In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-li…

1
#51 - Beyond Eco! - Sony Sahota on bridging Ecological Psychology with an Active Inference Framework. 1:47:49

3M ago1:47:49

1:47:49

Send us a text Today I welcome Sonny Sahota from Praxis Gym in Canada. Sonny, a judo black belt and manager of Kensington Judo Club in Vancouver, shares his insights on integrating Ecological Dynamics and the Active Inference Framework (AIF) into martial arts coaching. Sony introduces some of the tenets these approaches, discussing how they inform …

1
Is Traditional Leadership Becoming Redundant? 22:51

3M ago22:51

22:51

Guiding Employees: Whilst it’s important to give people enough rope to be innovative, what this guy is missing is if you are not checking in with your people, how are they to know if they’re going in the right direction? - Carol Schultz In this week’s episode, our hosts Carol Schultz and Rob Swymer dive into a thought-provoking discussion about the…

1
Chris Flis: Fighter Jet Lessons for Financial Planners 26:13

3M ago26:13

26:13

In this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for the US Navy to managing his family’s fast food franchise and how these experiences inform his financial planning practice. We discuss the importance of comprehensive financial planning…

1
SAMPLE - Monthly Mail Bag - July 2024 37:10

3M ago37:10

37:10

A short sample of our latest Monthly Mail Bag podcast, exclusively for Country Club tier subscribers at our Patreon page. We start with whether the Islanders as currently constructed are good enough to compete in a (somewhat) rejiggered Metro Division, Patrick Roy's possibly identity for his players and who might end up surprising people this seaso…

1
The Power of Personal Stories in Growing a Successful Financial Planning Practice 30:53

3M ago30:53

30:53

In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategi…

1
Leading in Architecture and Design: Bill Mandara of Mancini Duffy 43:29

3M ago43:29

43:29

We're back with an insightful discussion featuring Bill Mandara, CEO and co-owner of Mancini Duffy – a design firm with a rich history and a tech-driven approach. In this episode, Bill reflects on early setbacks as a new CEO, moments of success, and the lessons learned along the way. He offers a rare glimpse into the world of architecture and desig…

1
Mid-Year Strategies to Strengthen Your Advisory Practice 18:48

4M ago18:48

18:48

In this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the second half of the year. They discuss practical strategies for managing client relationships, growing business more intentionally, handling the stress brought on by current news cycles, and staying proactive in you…

1
Engaging Remote Teams: Strategies for Authentic Leadership in a Digital Workspace 25:13

4M ago25:13

25:13

Building True Relationships: "To build a true relationship, you have to invest the time." - Carol Schultz Join hosts Carol Schultz and Rob Swymer as they share their insights and experiences on how to keep employees engaged and thriving in a virtual work environment. From personal anecdotes to practical strategies, they discuss the power of authent…

1
The Lasting Impact of Professional Financial Planning 22:24

4M ago22:24

22:24

Today, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients' lives and in their communities. They discuss the importance of developing signature processes, prioritizing client needs, fostering trust, and truly valuing each client to enhance both the positive influence on clients and the growth of their prac…

1
Islanders Anxiety - Episode 298 - Tidy Pieces of Business 2:10:20

4M ago2:10:20

2:10:20

Mike and Dan empty their tanks on the Islanders free agency signings, the draft, the Rangers imploding and The Wedding of the Century. It's been a busy few days on Long Island, and they've been good for the Islanders. Despite the craziness of free agency day, they signed speedy winger Anthony Duclair and brought back defenseman Mike Reilly on two v…

1
#51 - It's complex, keep it simple! - Coach Rob Cole on playing the ecological long game. 50:51

4M ago50:51

50:51

Send us a text Coach Rob Cole joins me today to talk coaching within an ecological dynamics framework. Rob is a long time mixed martial artist, globetrotters BJJ coach and a regular coach at Ascension Athletics in Connecticut.

1
John Stadtmueller: Why Purpose-Focused Advisors Finish First 32:05

4M ago32:05

32:05

Today we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a community. John shares with us the four core values of the community, highlights the need for innovative thinking, open-mindedness, and a more collaborative approach in addre…

1
Balancing Shareholder and People Views: Rasmus Holst of Zensai 48:33

4M ago48:33

48:33

This week host Carol interviews Rasmus Holst, current CEO of Zensai, and “human success” expert best known for being a part of management teams that have delivered exits just short of $1,000,000,000 and raised over $50,000,000 for various businesses. This episode explores the process of growing companies, becoming a CEO, and balancing the prioritie…

1
Islanders Anxiety - Episode 297 - The Two Kyles (with guest Ethan Sears) 2:05:12

4M ago2:05:12

2:05:12

Mike and Dan look back at Kyle Okposo's Stanley Cup and Kyle MacLean's new contract before looking ahead to the NHL Draft and free agency with Ethan Sears of the NY Post. With the Panthers' 2-1 victory over Edmonton in Game 7, their long-suffering fans can finally feel some relief, while we can chuckle at the Oilers' failure, ESPN's issues and how …

1
Weird Islanders: The Podcast! - Episode 52 - Live at Offside NYC 1:03:29

4M ago1:03:29

1:03:29

On March 30, 2024 at the new Offside NYC in Manhattan, Mike and Dan were joined by listeners to hear their stories of their favorite Weird Islanders. We were gifted with tales of getting a Weird Islander jersey recognized in the desert, running into actual Islanders on Caribbean beaches, and rival neighbors preying on our loyalty, as well as with a…

1
Zack Hubbard: Making Financial Planning Accessible for Everyone 35:34

4M ago35:34

35:34

Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm ma…

1
The Rise of Quiet Quitting: A Deep Dive into Job Dissatisfaction and Leadership Lapses 26:25

4M ago26:25

26:25

"Quiet quitting is doing the bare minimum just to get by from your job." - Rob Swymer Today, hosts Carol Schultz and Rob Swymer delve into the timely and provocative topic of "quiet quitting." This episode explores the underlying causes and far-reaching implications of quiet quitting in the workplace. Carol and Rob share personal anecdotes and prof…

1
Country Club Atmosphere (Sample) - The Islanders are Cricket's Team 12:34

4M ago12:34

12:34

In this special free sample of our latest episode of Country Club Atmosphere, Mike talks about how the NHL and the Islanders managed to seep into his time at the T20 Cricket World Cup games played at Eisenhower Park in the last couple of weeks. He tells us why ex-cricket players make better on-air talent than ex-NHL players, how one visiting journa…

1
David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality 33:36

5M ago33:36

33:36

Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage. In this episode…

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