The Tenth Dot: Recent Episodes
The Tenth Dot
The Tenth Dot specializes in facilitating transitions in the financial sector. Tune in for interviews, panels, and discussions with the leaders of the industry.
Mark Sessanta, CEO and founder of Stark Financial Group, joins PJ in this episode for a great conversation about how he got started in the business, mentorship, and obstacles and opportunities both past and present.
Useful links from this episode:
The Tenth Dot
Stark Financial Group
Stay Connected:
PJ Shevlin: LinkedIn
Mark Sessanta: LinkedIn
Mark Sessanta is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stark Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory office: 220 Gibraltar Rd Suite 350 Horsham, PA 19044
Dave Porter from Baystate Financial joins us this week for some great conversation. With over 39 years of experience in the insurance industry, Dave is currently the owner and Managing Partner of Baystate Financial. Join us as Dave shares his business model as well as his insight on mentorship and areas of challenge and opportunity in the industry.
Useful links from this episode:
The Tenth Dot
Baystate Financial
Dave's book Where Winners Live: Sell More, Earn More, Achieve More Through Personal Accountability
Stay Connected:
PJ Shevlin: LinkedIn
Dave Porter: LinkedIn
This week PJ introduces us to financial advisor and Detroit native, Clift Roach II. Clift shares the path he took to end up in the Financial Services industry and what he's doing today that distinguishes him from other advisors. Stay tuned for Clift's take on the biggest obstacles and opportunities he sees in the business today.
Useful links from this episode:
The Tenth Dot
Stay Connected:
PJ Shevlin: LinkedIn
Clift Roach II: LinkedIn
This week PJ invited CEO and founder of ProWealthOne, Mitchell Rubin, to discuss his entrepreneurial background, his insight into the current and future state of the financial service industry, and share advice for individuals just getting started in the business.
Mitchell is best known for his skill in the design, development and skillful implementation of defined benefit plans and other tax-deductible solutions for business owners. His unique planning process is based on his personal motto, “Never pay tax before you absolutely have to pay it, because you may never have to pay it."
Useful links from this episode:
The Tenth Dot
ProWealthOne
Stay Connected:
PJ Shevlin: LinkedIn
Mitchell Rubin, CFP®, AEP®, CPFA®, CFF®: LinkedIn
Disclaimer: Securities and investment advisory offered through NEXT Financial Group, Inc. Member FINRA/SIPC. 11757 Katy Fwy, Ste. 1300-B, Houston, TX, 77079, 281-542-4400. Prowealthone is not an affiliate of NEXT Financial Group, Inc. Offering securities and investment only to clients residing in Arizona, California, Connecticut, Florida, Georgia, Maryland, New Jersey, New York, Ohio, Pennsylvania & Texas.
PJ hosts Greg McRoberts, Managing Partner of WestPoint Financial Group. Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. Relentless in pursuing his vision of a firm that is a leader in the marketplace, Greg has made it a priority to create and foster an environment where financial professionals have the support, guidance, and tools necessary to succeed.
Greg shares with us his thoughts on the future of the financial services industry, mentorship, and how he recruits new talent.
Useful links from this episode:
The Tenth Dot
WestPoint Financial Group
Stay Connected:
PJ Shevlin: LinkedIn
Greg McRoberts, ChFC, CLU, CFP: LinkedIn
*Gregory A. McRoberts is a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). 900 E. 96th Street, Suite 300, Indianapolis, IN 46240. Phone: 317.469.9999
Disclosure: Securities, investment advisory and financial planning services offered through advisors who are qualified registered representatives of MML Investors Services, LLC, Member SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN, 46240. (317) 469-9999. Not all financial professionals offer all services.*
In this week's episode, PJ has a conversation with Emmanuel Voumvourakis. Manny is a former portfolio manager, derivatives trader, and entrepreneur with around 20 years of experience in capital markets. Currently a Pitmaster, Manny has designed, constructed, and currently manages Smok-Haus, an award winning fast-casual BBQ restaurant in Garden City, NY.
Useful links from this episode:
The Tenth Dot
Smok-Haus
Stay Connected:
PJ Shevlin: LinkedIn
Emmanuel T. Voumvourakis, CMT: LinkedIn
The Tenth Dot managing partner and host PJ Shevlin speaks with Joe Mallee, who currently serves as CEO and General Agent for Mass Mutual Eastern PA. Joe tells us how he got started in the business, shares his thoughts on the future of the industry, and highlights some of the opportunities he's pursuing today.