Day in a Canoe Podcast

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We’re joined by Matt Ward, Founder and CEO of 4WARD, a global platform connecting climate and sustainability innovators across industries. Matt shares his entrepreneurial journey from e-commerce ventures and manufacturing to purpose-driven work focused on building networks that accelerate climate solutions.

He explains how his drive for impact led to creating 4WARD.earth, a platform that fosters collaboration between startups, investors, researchers, and corporates across 60+ cities. Through this work, Matt challenges conventional thinking around consumption, fulfillment, and the role of community in solving big environmental challenges.

Key Takeaways:

(01:34) How Matt left engineering for entrepreneurship after rejecting corporate life.

(04:07) Entrepreneurship isn’t for everyone. Follow advice from those ahead of you.

(08:01) How climate failure and global crisis drive 4WARD’s mission.

(10:48) Community grows form local to global through shared purpose.

(14:18) Reusing and shared ownership reduce waste more effectively than recycling alone.

(17:22) Repurposed EV batteries offer a practical alternative for energy storage.

(19:29) 4WARD connects sectors to cut carbon and boost impact.

Resources Mentioned:

4WARD website

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#Sustainability #ClimateAction #Entrepreneurship #PurposeDriven #CleanTech

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Our host Nathan Mersereau sits down with Jason Reid, Co-Founder of National Services Group, Inc., to discuss his journey into mental health advocacy following the loss of his son. Jason shares how this tragedy led him to create tools and programs to support families, schools, and companies in opening meaningful conversations around mental health. Jason explains how parents can take more ownership of their children’s mental wellness and how listening, without trying to fix anything, is the first step toward helping those in crisis.

Key Takeaways:

(02:18) Jason shares the story behind the creation of Tell My Story after losing his son Ryan. (06:44) Mental illness is often invisible — comparable to any other disease. (09:34) We can’t fix mental health struggles; we can only be present and listen. (13:37) People in crisis seek a lifeline, not solutions. (15:23) The weight of the world — news, climate, conflict — affects children more than we realize. (16:32) A simple card deck sparks meaningful parent-child conversations. (17:26) Music becomes a non-threatening way to open emotional dialogue. (20:12) Stronger family connections are a surprising outcome of shared grief.

Resources Mentioned:

Jason Reid https://www.linkedin.com/in/jasonrreid/

National Services Group, Inc. https://www.linkedin.com/company/national-services-group-inc./

Tell My Story https://www.tellmystory.org

"What I Wish My Parents Knew" https://tellmystory.org/our-programs/what-i-wish-my-parents-knew/

"The Hot Lava Game" TEDx Talk https://www.youtube.com/watch?v=p24x5mIIMeQ

Uplift at Work https://www.upliftatwork.com

Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#MentalHealthAwareness #SuicidePrevention #MentalHealthMatters #ParentingSupport #EmotionalWellbeing

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On this episode, we’re joined by Jim Walberg, Realtor at Compass, who shares his profound insights on wealth, purpose, and the power of service. Jim's story is marked by transformative health experiences, a commitment to being of service, and a unique perspective on what true wealth means.

Key Takeaways:

(02:30) Jim reflects on his early career and the shift from employee benefits to real estate.

(03:29) A life-changing prostate cancer diagnosis at 53 reshaped Jim’s outlook.

(06:07) Jim recounts his near-death experience during surgery and the message he received.

(07:43) The importance of being present and listening to understand rather than interrupt.

(08:51) Jim approaches real estate as a way to serve families during pivotal financial decisions.

(14:17) The concept of ‘enough’ and resisting the pressure to accumulate wealth.

(16:24) Family trust planning and creating meaningful experiences over leaving wealth.

(19:04) Overcoming recent health challenges and recommitting to his purpose.

Resources Mentioned:

Jim Walberg https://www.linkedin.com/in/jimwalberg/

Compass https://www.linkedin.com/company/ballast-realty-group/

“Die With Zero” by Bill Perkins https://www.diewithzerobook.com/welcome

“Wealth in Families” by Charles W. Collier https://www.charlescollier.info/book

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

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We’re joined by Jennifer Garrison, Assistant Professor at Buck Institute for Research on Aging and Co-Founder and Director of the Global Consortium for Reproductive Longevity and Equality. Jennifer shares her insights on aging, healthspan, and the critical differences between male and female reproductive aging. She discusses how understanding biological aging can help improve long-term health and quality of life.

Key Takeaways:

(02:10) How Jennifer’s career led her to the study of aging. (03:49) The brain is the last frontier in biology. (07:41) The hypothalamus is one of the hotspots for age-related inflammation. (10:34) The difference between lifespan and healthspan. (13:09) The pillars of effective healthspan planning. (16:33) How reproductive aging differs between men and women. (18:40) Why ovarian aging is key to women’s long-term health. (21:24) Proactively addressing shifts in health can lead to better aging outcomes.

Resources Mentioned:

Jennifer Garrison https://www.linkedin.com/in/drjennifergarrison/

Buck Institute for Research on Aging | LinkedIn https://www.linkedin.com/company/buck-institute-for-research-on-aging/

Buck Institute for Research on Aging | Website https://www.buckinstitute.org/

Global Consortium for Reproductive Longevity and Equality https://www.gcrle.org/

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#LeadershipDevelopment #PersonalGrowth #WorkLifeBalance #BusinessStrategy

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We’re joined by Chris Stakich, Chief Community Officer at CEO Coaching International. Chris shares how his global career and deep-rooted family values shape his outlook on leadership, contribution, and fulfillment. He explores the shift from individual achievement to mentorship, the lessons learned from parenting and coaching, and the moments that define true wealth. From ski chairlift conversations with his sons to coaching youth football, Chris reflects on fully embracing life and giving back in meaningful, energizing ways.

Key Takeaways:

(02:12) Gaining perspective while studying abroad in Australia. (05:41) The cost of over-optimization in American culture. (07:36) Life stages shift us from doers to mentors. (09:28) Family connection grows through intentional questions and shared time. (11:45) Sacred family dinners build stronger future adults. (14:54) Valuing time as the highest form of giving. (15:50) Coaching boys to be strong, kind young men. (17:43) Teaching kids life’s foundational skills.

Resources Mentioned:

Chris Stakich https://www.linkedin.com/in/chrisstakich/

CEO Coaching International | LinkedIn https://www.linkedin.com/company/ceo-coaching-international/

CEO Coaching International | Website https://ceocoachinginternational.com/

“From Strength to Strength” by Arthur Brooks https://arthurbrooks.com/from-strength-to-strength

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#LeadershipDevelopment #PersonalGrowth #FamilyWealthManagement #Work-LifeBalance #ExecutiveCoaching

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Steph Corker believes true wealth isn’t just about money — it’s about joy, connection, and living with purpose. As chief growth officer, and founder and former CEO of The Corker Collective, acquired by ViRTUS in 2024, Steph helps leaders build meaningful careers while staying aligned with their values. In this conversation, she shares insights on bravery, leadership, and why the smallest moments — like offering a gummy bear — can spark the biggest transformations. Key Takeaways:

(01:53) The unexpected canoe test — how a five-minute interview with Seth Godin shaped Steph’s perspective.

(04:49) The power of brave conversations and why Steph believes in packing curiosity (and gummy bears) for tough discussions.

(06:56) How a simple gummy bear can create openness and shift the tone of challenging conversations.

(11:24) Gardening as a leadership lesson — what Steph learned from turning her front lawn into a community garden.

(13:20) The concept of "missing greatness" — why some leaders struggle to recognize meaningful success.

(15:50) Finding fulfillment beyond titles and resumes — how Steph defines personal greatness.

(19:52) Looking ahead — Steph’s vision for her future self and how she’s shaping her life today to align with that vision.

(21:39) Why true wealth is about more than money — it’s about joy, relationships, and living with purpose.

Resources Mentioned:

Steph Corker https://www.linkedin.com/in/stephcorker/ ViRTUS https://www.linkedin.com/company/virtusinc/ The Corker Collective | LinkedIn https://www.linkedin.com/company/thecorkerco/ The Corker Collective (acquired by ViRTUS) https://www.thecorkercollective.com/

Intelligent Change Journals https://www.intelligentchange.com/

#LeadershipDevelopment #PersonalGrowth #WorkLifeBalance #BusinessStrategy #EntrepreneurshipInsights

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We’re joined by Doug Nordberg, Furniture Designer at Nordberg Furniture, on this episode. Doug started crafting furniture at age 12 and has become a celebrated designer in Cody, Wyoming. He reflects on the challenges of balancing art and business, the lessons learned from slow times, and the importance of financial planning in building a sustainable creative career. From embracing strong emotional reactions to his work to creating opportunities for innovation, Doug offers advice on living a fulfilling life as an artist.

Key Takeaways:

(01:37) Doug’s journey into furniture design began at age 12.

(02:23) The annual antler shedding cycle and its role in Doug’s work.

(05:07) Using early financial advice to shape an entrepreneurial path.

(07:16) Balancing artistry and business as both a designer and gallery owner.

(08:13) The importance of embracing strong reactions, even rejection, in art.

(10:55) Viewing slow business periods as opportunities for creativity and growth.

(13:59) The challenges of balancing passion with practicality.

(15:30) Advice for young artists: focus on passion and develop strong business skills.

(17:27) Defining true wealth as the freedom to focus on what truly matters.

Resources Mentioned: Doug Nordberg - https://www.linkedin.com/in/doug-nordberg-8221a474/ Nordberg Gallery | Website - https://nordberggallery.com/ Western Design Conference - https://www.westerndesignconference.com

#FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #WorkLifeBalance #InvestmentStrategies

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Joining us on this episode is photographer, writer, and filmmaker Audrey Hall, owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaboration in her creative process.

Key Takeaways:

(01:29) Artists face misconceptions about valuing and monetizing their creative work.

(02:20) Pivoting from architecture to photography because of a desire for creative immediacy.

(05:28) The cost of photography reflects both the artist’s self-worth and market perception.

(07:06) A photographer’s insight on capturing the layered personalities of subjects.

(08:31) Valuing the interplay of collaboration and introspection in the creative process.

(09:54) Blending film and digital aesthetics in photography.

(11:53) Drawing inspiration from what it means to be a woman today.

(16:46) Defining wealth as having the freedom to care for oneself and one’s family.

Resources Mentioned:

Audrey Hall - https://www.linkedin.com/in/audreyhallphotography/

Audrey Hall Photography - https://www.audreyhall.com/

"Bison: Portrait of an Icon" by Chase Reynolds Ewald (Author) and Audrey Hall (Photographer) - https://a.co/d/9OyHpt9

Western Design Conference - https://westerndesignconference.com/

#FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #WorkLifeBalance #BusinessStrategy

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Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art.

Key Takeaways:

(01:40) Artistic ideas are sparked by immersion in natural environments.

(03:34) Designing functional yet aesthetic connectors posed a significant challenge to Chrissy.

(06:48) Exposure to oxyacetylene torches encouraged exploration of metal sculpting.

(08:31) Meeting other artists can fuel creativity and deepen art appreciation.

(11:44) The West’s unique culture encouraged Chrissy’s exploration of wearable metal art.

(14:25) Taking small steps toward your passion can open doors.

Resources Mentioned:

Chrissy Glenn - https://www.chrissyglenn.com/

Metal Sculptress | Instagram - https://www.instagram.com/chrissyglennsculptress/

Western Design Conference - https://westerndesignconference.com/

Kutztown University - https://www.kutztown.edu/

Val Bertoia Studio - https://www.instagram.com/explore/locations/168085056602541/val-bertoia-studio/

#Personal Growth #Entrepreneurship Insights #Business Strategy

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In this episode, Shasheen Shah, CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distractions to find clarity and purpose.

Key Takeaways: (04:16) Shasheen’s journey reveals that understanding people is the real challenge. (06:54) True growth often requires breaking free from distractions and facing inner challenges. (09:45) Freedom is found by looking inward, viewing life as a mirror for self-discovery. (11:41) Our external world often reflects internal beliefs shaped early in life. (13:32) Traits driving success can also limit fulfillment, creating a cycle that’s hard to break. (15:18) Effective leadership requires versatility, not just reliance on one tool. (16:49) Growth often requires honest feedback and self-reflection. (18:13) Facing uncomfortable truths about oneself demands real courage. (20:11) True wealth is found in daily connections and being present with others.

Resources Mentioned: Shasheen Shah - https://www.linkedin.com/in/shasheen/ Coherent Strategies LLC - https://www.shasheen.com/

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#LeadershipInsights #TrueWealth #SelfAwareness #EmotionalIntelligence #MindfulLeadership #PersonalGrowth

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Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose.

Key Takeaways:

(01:31) Ellie’s journey from shop girl to entrepreneur. (02:37) Balancing creative freedom with business operations. (03:49) The importance of designing your life before your business. (05:27) Four pivotal moments shaped Ellie’s journey and jewelry style. (09:11) Embracing serendipity as a part of personal and professional growth. (10:57) Finding purpose in everyday positive connections. (13:30) Personal connections and color evoke memories. (14:41) Auctions blend competition, value, and personal connection. (16:28) Embracing new work, travel, and holiday community events.

Resources Mentioned:

Ellie Thompson - https://www.linkedin.com/in/ellie-thompson-0842528/

Thompson & Co. | LinkedIn - https://www.linkedin.com/company/ellie-thompson-&-co/

Ellie Thompson & Co. | Website - https://www.elliethompsonco.com/

Western Art Week - https://westernartweek.com

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt

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We’re joined by Dan Buettner, National Geographic Explorer and founder of Blue Zones LLC, to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longer, healthier life. From the origins of the five Blue Zones to the impact of his work in improving public health across America, Dan’s journey is an inspiring blend of exploration, science, and impact. He offers practical advice for thriving every day.

Key Takeaways: (01:36) Blue Zones highlight common habits for living longer, healthier lives.

(02:44) Fewer than 25% of Americans move 20 minutes daily.

(05:08) The healthiest foods are the cheapest: whole plant-based foods.

(07:27) Humans evolved to move constantly, not sit all day.

(10:08) Blue Zones emphasize committed social circles for strong support.

(12:55) Long-term longevity depends on daily habits, not quick fixes.

(14:39) People in Blue Zones have a clear vocabulary for purpose.

(16:54) Happiness is measured by life satisfaction and life experience.

(19:07) Unhealthy friends increase your chances of being unhealthy.

Resources Mentioned: Dan Buettner - https://www.linkedin.com/in/danbuettner/

Blue Zones LLC - https://www.linkedin.com/company/bluezoneskitchen/

Blue Zones Kitchen - https://bluezoneskitchen.com/

Gallup - https://www.gallup.com

National Geographic - https://www.nationalgeographic.com

#Longevity #BlueZones #HealthyLiving #PlantBasedDiet #HealthyHabits

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In this conversation, we’re joined by Elyse Allen, Owner of Elyse Allen Textiles. Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts.

Key Takeaways:

(01:35) Building a cashmere business rooted in passion and organic inspiration. (03:43) An artistic family background nurtures a natural creative path. (06:55) The power of taking immersive creative retreats. (08:10) Exploring multiple art forms led to a lasting passion for textiles. (10:50) Experimentation, even with failures, sparks true creativity. (15:06) Support from trusted mentors builds confidence to pursue goals. (15:45) Building confidence through small, steady growth.

Resources Mentioned:

Elyse Allen - https://www.linkedin.com/in/elyse-allen-2919a214/

Elyse Allen Textiles - https://www.elyseallentextiles.com/

Haystack Mountain School of Crafts - https://www.haystack-mtn.org/

Coral and Tusk - https://coralandtusk.com/

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt

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We’re joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work.

Key Takeaways:

(02:15) Finding a passion for plastic surgery in medical school.

(05:41) The transition from a reconstructive to cosmetic-focused practice.

(08:25) Importance of preparing for retirement with outside interests.

(12:02) Overcoming the challenges of adjusting to post-retirement life.

(15:45) How volunteering and giving back bring fulfillment.

(18:33) Advice for young professionals on finding their calling.

(21:10) Why having a sense of purpose is crucial for happiness.

Resources Mentioned:

Dr. Joseph Hunstad -

https://www.linkedin.com/in/joseph-hunstad-69970229/

HKB Cosmetic Surgery -

https://hkbsurgery.com/

Adventures with Dr. Joe YouTube Channel -

https://www.youtube.com/@JosephHunstad

The Aesthetic Society -

https://www.theaestheticsociety.org

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

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True wealth isn’t just about money — it’s about choices, relationships, and making a lasting impact. Russell Budd, Founding Partner of PBS Contractors, shares his journey of balancing professional success with meaningful contributions to the Naples community. From advocating for mental health to hosting impactful community events, Russell provides actionable insights on living with purpose and making a difference.

Key Takeaways:

(01:36) Lifelong ties to Naples inspire work to better the community.

(02:21) Marine biology turned to construction management

(04:14) Leadership Collier deepened understanding of Naples and sparked greater community engagement.

(07:21) Hosting barbecues combines a passion for cooking with raising funds for mental health.

(09:12) Farm City Barbecue unites 2,000 attendees to support Naples youth charities.

(11:31) Building community impact starts with like-minded people and shared goals.

(13:39) Mental health treatment needs outpace resources, creating a critical care gap.

(15:24) Mentoring future leaders is key to Russell’s five-year community vision.

(17:34) Russell defines true wealth as faith, family, friends, and meaningful work.

Resources Mentioned:

Russell Budd -

https://www.linkedin.com/in/russellabudd/

PBS Contractors LinkedIn -

https://www.linkedin.com/company/pbs-construction-inc-/

PBS Contractors website -

https://www.pbscontractors.com

David Lawrence Centers for Behavioral Health -

https://davidlawrencecenters.org/

NAMI Collier County -

https://namicollier.org/

Farm City BBQ -

https://www.farmcitybbq.com/

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#LeadershipInsights #TrueWealth #SelfAwareness #EmotionalIntelligence #MindfulLeadership #PersonalGrowth

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We’re joined by Denise Ilitch, President of Ilitch Enterprises, to explore her journey in business, leadership, and community impact. Denise shares insights from her upbringing in the entrepreneurial Ilitch family and reflects on her experiences building a legacy in Detroit. From the importance of calculated risks to maintaining a strong community focus, Denise’s wisdom offers a fresh perspective on balancing professional and personal priorities. Key Takeaways: (02:38) The story behind naming Little Caesars. (03:28) Denise worked closely with her father in the business. (05:24) The reasons behind the decision to franchise. (08:30) Learning the value of calculated risks. (12:18) The importance of giving back to the community. (16:15) Advice for facing adversity with resilience. (19:05) Keep work in perspective — it isn’t everything.

Resources Mentioned: Denise Ilitch - https://www.linkedin.com/in/denise-ilitch-4013aa2a/

Little Caesars - https://littlecaesars.com/en-us/

University of Michigan - https://umich.edu/

The Skillman Foundation - https://www.skillman.org/

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#LeadershipJourney #CommunityImpact #CalculatedRisks #Entrepreneurship #LeadershipInsights

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In this episode, host Nathan Mersereau speaks with Jonathan Ward, CEO of ICON4x4. Jonathan shares his journey from restoring vintage vehicles to building a thriving business that combines nostalgia with modern functionality. He discusses the challenges of balancing creativity with business demands and the importance of staying true to his vision. Key Takeaways:

(06:31) Mr. Toyoda’s surprising visit to the shop. (10:13) The appeal of nostalgia in classic cars. (14:44) Balancing modern features with vintage design. (18:44) Culture and diversity as a driving force in growth. (22:12) Building a business rooted in craftsmanship. (25:50) Crafting humanity despite market pressures.

Resources Mentioned:

Jonathan Ward - https://www.linkedin.com/in/jonathan-ward-b3750353/

ICON Website - https://www.icon4x4.com/about-icon/

Toyota Global - https://global.toyota/

Pendleton Woolen Mills - https://www.pendleton-usa.com/

#VintageRestoration #IndustrialDesign #ClassicCars #AutomotiveCraftsmanship

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We’re joined by an incredible panel of creative entrepreneurs to explore the challenges and rewards of turning passion into a successful business. Elyse Allen, owner of Elyse Allen Textiles, Jonathan Ward, Founder and Industrial Designer at ICON, Chrissy Glenn, master Metal Sculptress, and Doug Nordberg, Furniture Designer at Nordberg Furniture, each share their journey of building unique brands, embracing creativity, and navigating the balance between business and art.

Key Takeaways: (03:16) Elyse shares her perspective on balancing creativity and business growth. (10:42) Jonathan reflects on letting go of control in his business. (15:33) Chrissy discusses the importance of focusing on quality over quantity. (20:06) Doug talks about finding joy in the creative process despite business pressures. (28:45) Elyse explains how she balances seasonal production with personal creative time. (36:00) Jonathan talks about the need to delegate tasks to grow a brand. (45:18) Chrissy shares her journey of transitioning from galleries to independent work. (50:03) Doug emphasizes the importance of stepping back to enjoy creative freedom.

Resources Mentioned:

Elyse Allen Textiles - https://www.elyseallentextiles.com/

ICON - https://www.icon4x4.com/about-icon/our_story

Chrissy Glenn’s Sculptures - https://www.chrissyglenn.com/

Nordberg Furniture - https://nordberggallery.com/

Thanks for joining us for the latest episode of Day in a Canoe. If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

#CreativeWealth #ArtAndDesign #BusinessSuccess #PlanningAlternatives

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In this episode, Julie Colwell, Psychologist, Founder, and Director of the Evolutionary Power Institute, shares insights into redefining wealth beyond money. Julie discusses how energy, health and purpose play vital roles in living a fulfilled life. She emphasizes the importance of aligning personal energy with meaningful experiences, while also touching on the role of relationships and creativity in true wealth. Key Takeaways: (02:18) Money can be overemphasized, and it's easy to forget about other forms of energy. (02:45) We have a limited amount of energy, and how we invest it determines our return. (05:48) People often sacrifice their health to make money, but there should be a limit. (15:27) Without health, nothing else in your life can truly thrive. (16:48) Possibility makes life interesting and fun — it’s essential for long-term fulfillment. (18:30) Creativity allows you to access new ideas and possibilities that keep life exciting. (24:12) True wealth has nothing to do with money; it’s about meaning and purpose. Resources Mentioned: Julie Colwell - https://www.linkedin.com/in/julie-colwell-67a966264/ Evolutionary Power Institute - https://www.linkedin.com/company/evolutionary-power-institute/ The Energy of Money by Maria Nemeth

https://energyofmoney.com/ Gay and Katie Hendricks' Work - https://hendricks.com/

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. Thanks for joining us for the latest episode of Day in a Canoe. If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

#FinancialPlanning #PersonalGrowth #Work-LifeBalance

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In this episode, Nathan and Kathy discuss:

What family systems are and how they operate
Tools to reflect inward and examine your own operating system along with your family system
The correlations between you and the generational systems you inherited
The emotional attachments to success and money and the role those topics play in family systems

Key Takeaways:

Addressing what you and your family have inherited emotionally over generations and what you want to do about it often leads to wonderful discussions and a way to talk about what is most important to you all as a unit.
Giving yourself time to think about what is important to you to speak for yourself in family conversations is the best way to gain confidence and feel like each family member is heard
Curiosity is the biggest motivator in taking action and starting these conversations with your family.

“Being yourself with people you are sensitive to, can be magic.” — Kathy Wiseman.

About Kathy Wiseman: Kathy Wiseman is the Founder of Working Systems Inc and Partner at Navigating Systems, the Brown Center for the Study of Family. Kathy’s interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change.

Connect with Kathy Wiseman:

LinkedIn: Kathy Wiseman | LinkedIn
Website: Faculty — Navigating Systems DC

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Birmingham, MI 48009

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In this episode, Nathan and Mark discuss:

The landscape of residential real estate and the ever-increasing demand for homes despite low inventory and high interest rates.
Recent lawsuits against the National Association of Realtors and what it means for real estate professionals and homebuyers.
Building businesses and taking risks, particularly in situations where your back is against the wall.

Key Takeaways:

The real estate business is constantly changing, now more than ever we are seeing low inventory, shifting brokerage practices and constant market fluctuation trying to catch up with increasing demand.
Entrepreneurial ventures take time, patience and risk taking. The best lessons in life aren’t through education, but in living through experiences and learning from them.
Investing in yourself can be the most powerful way to impact your life. Avoiding lifestyle creeps and reinvesting in things that can pay you back in the long run is of great value.

“One of lessons that I learned from the guy that recruited me into the business… when you close a deal, take 25% of your commission and somehow get it into the real estate business.” — Mark McLaughlin.

About Mark McLaughlin: A visionary leader in the real estate industry for more than 20 years, Mark McLaughlin’s success is founded in collaboration, early adoption of technology applications, open communication and a keen emphasis on fact-based decisions. He has been highly effective in building dynamic organizations and developing successful business partnerships by establishing clear, measurable objectives for his team and clients. McLaughlin personally directs key strategic initiatives with intense passion and draws on various experiences to achieve elite performance. By the time Compass had acquired Pacific Union in 2018, McLaughlin had grown the San Francisco-based brokerage’s sales volume from $2.2 billion in 2009 to more than $14 billion, ranking as the 5th-largest residential real estate brokerage in the US. At mid-year 2020 the business was on pace for $20 billion in sales volume in 2021. McLaughlin has been at the forefront of industry innovations by enabling his real estate professionals to have a voice in which marketing and educational programs allow them to best serve their clients and grow their businesses. These initiatives have shaped his companies’ service offerings and put cutting edge tools in the hands of every team member to better serve their clientele. McLaughlin was named San Francisco Business Times top CEO in 2017, was honored as RISMedia CEO of the year in 2013 and has been consistently recognized by Inman News and the T3 Swanepoel rankings as one of the top 10 most influential industry executives. Under his leadership, Pacific Union International was named Christie’s International Real Estate Affiliate of the Year, in 2013, and Top Real Estate firm in the world by the International Properties Awards in London in 2018.

Connect with Mark McLaughlin:

LinkedIn: Mark A McLaughlin | LinkedIn
Website: McLaughlin Ventures | Mark McLaughlin (mclaughlin-ventures.com)

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Birmingham, MI 48009

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In this episode, Nathan and Breck discuss:

Art as an investment and the value it holds from a monetary and aesthetic standpoint
The rise of fine art as an alternative asset class
The role of an art consultant in the buying and selling process of fine art
The impact Breck’s grandfather had on his life and the community they lived in thanks to his influence as the founder of Xerox
How family values and community involvement shape who you are

Key Takeaways:

There is a hunger for people to understand art as an asset while also appreciating the aesthetic of the works itself
Follow your passion and find a way to incorporate it into your work each and every day.
Determining the impact you want to make with generational wealth starts and ends with your family dynamic. Finding common ground, a shared vision and how you orient together is key to a successful family experience.
Embrace your strengths, have sure footing, and maintain a bit of a practical planning view to see the bigger picture in life.

“Art is about context, and the reason why art is in our museums is because it resonates with a moment in time.” — Breck Kling

About Breck Kling: Breck is an Acquisitions and Collection Management Specialist and Fine Art Consultant that has been with Heather James Fine Art since 2017. He spends his time between Palm Beach Florida and Jackson Hole Wyoming. First introduced to HJFA as a collector, Breck’s collection includes works by Robert Rauschenberg, Chuck Close, Takashi Murakami, Yoshimoto Nara, and Dana Schutz. He was a longtime board member of the Memorial Art Gallery, Rochester, NY, and was an advisor to the first VOLTA art fair in Basel, CH, in 2005. Breck has sat on the board of his family’s foundation (www.wilsonfdn.org) for over 25 years and he is also a co-founder and a trustee of Silicon Couloir, a network for entrepreneurs based in Jackson Hole.

Breck’s passions are art and meeting new people. He spends the majority of his time meeting new collectors and helping clients navigate collecting decisions . Breck’s perspective as a collector and decades of experience in the artworld offers his clients unique insights at any stage in their collecting process. Breck has also assisted collectors in selling works by Claude Monet, Jackson Pollock, Pat Steir, Andy Warhol, Willam de Kooning, Louise Bourgeois, Robert Motherwell, Yayoi Kusama, Takashi Murakami, James Rosenquist, Alexander Calder, and Zao Wou-Ki among others.

Breck spends winters in Palm Beach and enjoys time with his two kids, golf and recently discovered pickle ball.

Connect with Breck Kling:

LinkedIn: Breck Kling | LinkedIn
Website: Art Consultant | Heather James Fine Art

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau

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In this episode, Nathan and Chris discuss:

The beauty of the entrepreneurial journey and knowing when to enter and exit an opportunity in the world of business
Emphasizing business development and customer acquisition as key drivers in your organization’s growth and success
The power of choice and taking action when things don’t pan out the way you thought they would
Resiliency in the face of the toughest challenges life and business can throw your way

Key Takeaways:

If you have the entrepreneurial itch, particularly at a young age, follow it.
Find your niche, discover what makes you invaluable at a company and make it known.
Slow down, stop and smell the roses, and spend time with the people you love most; you never know what curveballs life has to offer.

“If you’re going to fail, fail fast. Don’t spend millions of dollars to fail, spend hundreds of thousands.” — Chris Hessler

About Chris Hessler: Chris Hessler is a serial entrepreneur, with multiple successful exits, who has launched 12 Advisory Boards throughout his career (mostly because he needed talent/experience he couldn’t afford to hire). Previously, Chris was an Operating Partner at Alpine Investors, and is currently Executive Chairman of Linkwell Health, bringing his extensive network to the platform.

Connect with Chris Hessler:

LinkedIn: Chris Hessler | LinkedIn
To Be Alive! By Chris Hessler: Amazon.com: To Be Alive!: There, but for the Grace of God, Go I eBook : Hessler, Chris: Kindle Store

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Birmingham, MI 48009

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In this episode, Nathan and Mykolas discuss:

Protecting your personal data and privacy in an ever-increasing digital world
The existing cybersecurity landscape and the threats, scams, and modes of protection you need to be on the lookout for
Action that is being taken to protect children and adults from the threats of social media at the local, state, and federal level
The growing role artificial intelligence today and how it will impact our world from a business and economic standpoint

Key Takeaways:

One out of seventeen Americans have had their identity stolen and one out of four Americans are harassed, stalked, or otherwise intimidated online at some point in their life. Taking the time to run a diagnostic on your individual and family’s online presence is a best practice to stay safe.
Legislation does not move as fast as new technology does. Waiting for laws and regulations to be put in place by the government to protect individuals and families is not as realistic. Solutions will likely lie in the hands of private enterprise and individuals to act against cyber threats.
Right now, it is increasingly challenging for people to differentiate what is real and what is fake in the online world. AI will significantly impact that trend in this new era of technology, staying informed and aware of what is real and what has been manufactured by technology and bad actors is key.

“Be ethically non-negotiable in business. There are plenty of shortcuts that can be had in business, whether it’s in hiring, whether it’s firing, restructurings, dealing with clients; all of those things exist and I have never found it advantageous to even think about the shortcuts because the right way is almost always the best way to build a business.” — Mykolas Rambus

About Mykolas Rambus: Mykolas Rambus is a data and technology leader from Detroit, with a passion for great teams, new ventures, and doing the improbable. Mykolas is Co-founder and CEO of Hush, a new service dedicated to helping families take back control of their financial, physical, and reputation security. Previously, Mykolas was General Manager of Equifax’s marketing services division, a business unit engaged with thousands of clients ranging from Fortune 25 to SMB’s, providing IXI data exchange, digital, and highly regulated credit marketing data and insights. He is a frequent commentator on data and technology, has presented at numerous conferences, and been interviewed by CNBC, CNN, BBC, Bloomberg, Financial Times, Thomson Reuters, the New York Times and more. Mykolas studied at the Massachusetts Institute of Technology, where he concentrated his undergraduate studies on Operations Research, Information Technology, and Urban Studies and Planning.

Connect with Mykolas Rambus:

Website: https://www.mykolas.com/
Hush: Hush – Premium Privacy Platform (gohush.com)
LinkedIn: https://www.linkedin.com/in/mykolasrambus/

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Birmingham, MI 48009

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In this episode, Nathan and Desirée discuss:

How mentorship at an early age can unlock young people’s potential
Leveraging the education you get in all areas of life, not just within the classroom
The benefits of having a purpose-driven company and social enterprise, going beyond business
How to attract and retain young talent within your organization through a defined purpose-driven approach
The intention behind money - how does it become the support system of your values and impact on the world

Key Takeaways:

One’s childhood is pivotal, it has the potential to determine how a person’s growth journey will unfold. It is a time when people may meet a teacher, a coach, or a mentor that ignites that spark for them to go on to do great things.
McKinsey's research says that 70% of people say that they define their purpose through their work. People are now associating their personal brand with their place of work and the career they have.
Having a purpose-driven company that’s focused on initiatives such as corporate social responsibility and sustainable practices will not only attract and retain talented recruits, they will also attract investors.
The purpose of money isn’t just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others.

"It's really important to understand that these days in order to attract and retain young talent, you have to have some type of purpose behind what you do. " — Desirée Bombenon

About Desirée Bombenon:

Desirée Bombenon is the CEO and Chief Disruption officer of SureCall Contact Centers Ltd. She has over 30 years of business operational experience and strategic leadership. Awarded RBC’s Women’s Entrepreneur for 2020, Ernst & Young 2019 Entrepreneur of the year for the Prairies in Communication Technology, she is a bold innovator, futurist, and purpose-driven leader. Her portfolio includes business strategy, social enterprise, and culture building. Desirée was named WXN Canada’s Top 100 Most Powerful Women for 2020, 2017, & 2016. She is an active member of a number of organizations including YPO and International Women’s Forum and has chaired several industry boards and focus groups.

Connect with Desirée Bombenon:

Twitter: https://twitter.com/DesireeBombenon

Website: https://www.surecallcc.com/

LinkedIn: https://www.linkedin.com/in/desireebombenon/?originalSubdomain=ca

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Birmingham, MI 48009

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Ian discuss:

Discovering essential qualities of effective leadership in any economic climate.
Identifying your boundaries and learning the importance of seeking expert insight.
Grasping the crucial role of trust-building and valuing connections in your professional life.
Cultivating a team-competitive mindset and learning from past errors.
Comprehending the importance of seeking balance and incorporating diverse perspectives.

Key Takeaways:

Master the art of cultivating trust with clients and fellow team members.
Delve into the search for harmony in business, sensory input, and personal well-being.
Embrace the power of team competition as a springboard for collective achievement.
Find ways to remain grounded and steadfast in the face of societal division.
Learn why consistent leadership is pivotal in tackling unpredictable challenges.

“You want to be the person that the most talented people in the business, not just in your company, want to work for.”

Ian Muir

About Ian Muir

Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives.

Connect with Ian Muir:

Website: https://advisorservices.schwab.com/content/ian-muir

LinkedIn: https://www.linkedin.com/in/ian-muir-8152705/

Twitter: https://twitter.com/Schwab4RIAs

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Cyrus discuss:

The importance of mobility in our lives
The possibility of flying cars in the near future
Hurdles to advancement in the mobility space
Making your entrepreneurial journey an adventure

Key Takeaways:

Not many are aware of how pivotal mobility is in our lives today. Improving systems of delivery could literally save lives. An example of this is using mobility for blood delivery to remote locations.
Flying cars have always been conceptualized as the mobility of the future and right now, close to 600 companies are developing their own version. It will not be too far into the future until we have many working models.
The biggest hurdle to drone delivery and functional flying cars in the modern age isn’t the lack of technological advancement, but the lack of certification and permission from aerial authorities. Airspace is dangerous, so safety should be the number one priority for companies developing their technologies.
Life is all about going on meaningful adventures with the people you enjoy spending time with. Going on adventures can mean taking risks and pursuing a path less traveled. Incorporate this mindset in your business to have a fulfilling journey towards success.

"Go on meaningful adventures… and do it with people you enjoy spending time with." — Cyrus Sigari

About Cyrus Sigari: Sigari is Co-founder and Managing Partner of UP.Partners, a venture capital firm supporting companies that are creating technologies that help move people and goods cleaner, faster, safer and at lower cost - on the ground, air, sea, and space.

Connect with Cyrus Sigari:

Website: https://up.partners/

LinkedIn: https://www.linkedin.com/in/cyrus-sigari-0218401/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Birmingham, MI 48009

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Dan discuss:

The power of connection
Gathering gems of wisdom and sharing with others
Setting goals beyond yourself
Advice Dan would give to a younger self

Key Takeaways:

Connection is powerful. When you take the time to be present in the moment and connect with people, you’ll be able to see impact.
Remember the wisdom and opportunities people gave you in your journey. Gather these gems and make it your goal to one day also impart wisdom to others so they may achieve success too.
As you grow in your career, make it your responsibility to help people outside of your own bubble. Success and progress gives you the opportunity to support others.
Everyone doesn’t always think like you or want to see you win. Be aware of yourself during these times of challenge. You still have to push forward.

"I not only had people that gave me opportunities, but I also had people that gave me time, knowledge, and advice. To look back, those gems added up over the years. Keep gathering those gems, as you grow older, you recognize the responsibility to give those gems back to others." — Daniel Russell, Sr.

About Daniel Russell, Sr.: Daniel is the Vice President of national corporate sales at Trion Solutions. He is also an internationally recognized public speaker, motivator, and influencer. Dan has several years of experience in banking and finance and is involved in many charitable causes.

Connect with Daniel Russell, Sr.:

Email: drussell@trionworks.com

Website: https://www.relyontrion.com/

LinkedIn: https://www.linkedin.com/in/daniel-russell-sr-b6373627/

Connect with Nathan Mersereau:

Email: nathan.mersereau@planningalt.com

Phone: 248-645-1520

Website: www.dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310

Birmingham, MI 48009

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Rod discuss:

Qualities needed for excellent reporting
Being right versus being first
Helping people understand personal finance
Realizing it’s not about what happens to you, it’s about how you respond

Key Takeaways:

Curiosity, a willingness to listen and perseverance are characteristics of a great reporter. You can never underestimate the importance of listening.
Know the role that you're in, know what you're great at, know what energizes you, know how to manage your time and effectiveness, and do the thing that you love.
Speed isn’t always good. It’s better to be right than to be first. However, if you want to be the best, then strive to be right and be first.
Whoever you are and whatever you choose to do in life, you will face adversity. Embracing adversity and persevering through it is what brings growth in character and in skill.

"You have to have perseverance. Even if things start going south on you, or you're not finding what you're looking for, you keep looking, you keep pressing, you keep going…" — Rod Meloni

About Rod Meloni: Rod Meloni is an Emmy Award-winning Business Editor on Local 4 News and Certified Financial Planner™ Professional.

Rod joined WDIV-TV News in October 1995 and has become an expert in bankruptcy and business and municipal turnaround efforts after spending years leading Local 4's coverage of the automotive industry meltdown and the financial difficulties of the City of Detroit and Wayne County. As Business Editor he has also won the International Wheel Award for excellence in Automotive Journalism. One of his goals was to be able to explain business and personal finance authoritatively to anyone.

To that end, he became the first ever working journalist in the nation to pass the extremely difficult Certified Financial Planner™ Professional exam and then go on to attain Certified Financial Planner™ status. Rod is a board member of the Automotive Press Association in Detroit and also sits on the Board of the Oakland University Center for Business Excellence.

Connect with Rod Meloni:

Twitter: https://twitter.com/RodMeloni

LinkedIn: https://www.linkedin.com/in/rod-meloni-cfp%C2%AE-b5522316/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310

Birmingham, MI 48009

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Rod discuss:

What characteristics should a reporter have?
The fuel that leads to opportunities and experiences
Being right versus being first
Persevering through adversities

Key Takeaways:

Curiosity and a willingness to listen are both characteristics of a great reporter but it also applies to people in other careers.
Know the role that you're in, know what you're great at, know what energizes you, know how to manage your time and effectiveness, and do the thing that you love.
Speed isn’t always good. It’s better to be right than to be first. However, if you want to be the best, then strive to be right and be first.
Whoever you are and whatever you choose to do in life, you will face adversity. Embracing adversity and persevering through it is what brings forth growth in character and in skill.

"You have to have perseverance. Even if things start going south on you, or you're not finding what you're looking for, you keep looking, you keep pressing, you keep goin…" — Rod Meloni

About Rod Meloni: Rod has been reporting live at least twice a day for 27 years now! As an Emmy Award Winning Business Editor at WDIV-TV you can count on him to be in the middle of whatever late developing business headline that crops up. He also covers stories at the intersection of high finance, municipal mismanagement & corruption. Occasionally, he covers things like politics or general assignment crime. He has a special disdain for, and targets whenever the need, those who would take financial advantage of our senior population.

He earned a Certificate in Personal Financial Planning from Oakland University [Michigan] & later passed the Certified Financial Planner™ Professional exam; eventually becoming the nation's first ever working journalist to attain Certified Financial Planner™ Professional status.

Connect with Rod Meloni:

Twitter: https://twitter.com/RodMeloni

LinkedIn: https://www.linkedin.com/in/rod-meloni-cfp%C2%AE-b5522316/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Karen discuss:

How the marketing landscape has become complex
Why empathy is critical as a leader
Finding a mentor and looking for personal growth opportunities
The importance of dreaming big

Key Takeaways:

Marketing has evolved and companies have complex problems that need specialized solutions. Find an expert that can help you solve your specific marketing problem and take action.
Lead by example. Don’t ask anyone to do anything you wouldn’t do. Lean on your empathic ability. Make an effort to really understand the other person and walk in their shoes.
As a leader, you must find the balance between driving performance and displaying empathy in your team. Be consistent and communicate consequences, both negative and positive.
Find a mentor and look for opportunities to advance your career and mission.

"Dream big - and then when you thought you've dreamed as big as possible, dream bigger." — Karen Hayward

About Karen Hayward: Karen Hayward is an author, international speaker, and a Managing Partner and CMO with Chief Outsiders, where she is responsible for building and supporting a team of world-class marketers. Located in the San Francisco Bay Area, Karen matches mid-market CEOs and Private Equity Portfolio managers with the best-fit Chief Marketing Officers to help accelerate top line growth. Her book “Stop Random Acts of Marketing” takes the learnings from her previous experience as a VP in both Sales and Marketing and shows mid-market CEOs how to build a strategic growth plan in the digital age to deliver compelling ROI.

Check out Karen’s Book: https://www.amazon.com/Stop-Random-Acts-Marketing-Deliberate/dp/1544502532

Connect with Karen Hayward:

Twitter: https://twitter.com/HaywardKG

Website: https://www.chiefoutsiders.com/

LinkedIn: https://www.linkedin.com/in/karenhaywardcmo/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310

Birmingham, MI 48009

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Bob Krause discuss:

Pushing through adversity
Being the best you can be
Focusing on being present and living in the moment
How to stop fear from paralyzing you

Key Takeaways:

When you commit to focus on your goals, whatever they may be, you’ll encounter adversity. You need to find the voice inside you that pushes you forward. Listen to that voice and let it motivate you to keep going.
Success isn’t about doing great things but being the best you can be each day.
Even if circumstances require you to look to the future and navigate a lot of change, don’t forget to focus on the moment. Be present when being with others.
Fear keeps you from experiencing many things that will make you happier and your life more meaningful. Don’t be afraid to reinvent yourself even if you’re in a later life stage. Don’t be intimidated by other people.

"Don’t take anyone for granted. You never know who knows who, you never know who can help you or who you can help… treat everyone the same. " — Bob Krause

About Bob Krause: Bob spent 9 years as a professional golfer and is training to return to the professional golf circuit. Bob is a golf instructor, equipment inventor and provides weekly tips on ABC WXYZ Channel 7 in his Teeing it Up with Bob Krause segment. In addition to his golf pursuits, Bob represents Trion Solutions, Detroit Manufacturing Systems and PARC Home Care. His passion for life, family and pursuing dreams serves as an inspiration to all who know him.

Connect with Bob Krause:

Facebook: https://www.facebook.com/BobKrauseGolf

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Stephen discuss:

Investing time into your passion
Stepping out of your comfort zone
Being unafraid of failure
Listening to fear

Key Takeaways:

Consider activities that you are passionate about or put you in a flow state. Spending more of your time doing these things will propel you to a more satisfying or meaningful life.
The best way to grow in any area is to step out of your comfort zone and move forward despite hardships or hindrances.
Don’t be paralyzed by the fear of failure. Give yourself the space to fail and to learn and grow from it. Keep trying until you get it right.
Fear could be your friend. Listening to your fear’s advice has the potential to benefit you but you have to be able to tell if your fear is helping you or holding you back from living your best life.

"Following my heart, following my bliss. What am I moved to do? Saying yes to opportunities. Saying yes to the instinct. There were times that it got me in trouble but I survived it and I was able to learn and grow from it. Not being paralyzed by failure, not letting failure or the fear of not succeeding stop me. That really allowed me to do unprecedented things and step into the role of being a pioneer." — Stephen Koch

About Stephen Koch: Stephen Koch’s career as a pioneering snowboard mountaineer, professional athlete and mountain guide led to over 50 first ascents and descents on the world’s highest and most challenging mountains where he made calculated decisions with a high level of uncertainty in the face of extreme danger. He generally chose well, but occasionally not. It is in the “not” where the gold lies.

As a thought leader and keynote speaker, Koch analyzes the world of high-stakes decision-making and failure, sharing the gold that has resulted from tragedy as he connects with audiences. He inspires organizations and teams through customized presentations with stories and lessons learned from two decades of climbing and snowboarding unprecedented new routes from around the world.

Connect with Stephen Koch:

Website: https://stephenkoch.com/

Email: stephen@stephenkoch.com

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Alison discuss:

The importance of constructive communication within families
Why inheritors need to understand family decisions
The differences between a single-family and multi-family office
The challenges and opportunities within family wealth succession

Key Takeaways:

It is critical for inheritors to understand why decisions were made in order for them to become responsible stewards of wealth.
If you’re looking for a CEO successor within a business, generally, there is a job description and a track record that you’re considering for any candidate that comes in the door. It should be the same for family members.
Don’t assume communication has occurred, have a plan, ask for feedback, and set expectations that open dialogue is an ongoing process.
How Succession Advisors created an educational platform of wealth succession resources to meet needs of individuals and families.

"Creating a roadmap in a succession plan is critical. " — Alison Marckstadt

About Alison Marckstadt: Alison Marckstadt is co-founder of Succession Advisors and has over 15 years of experience in private equity and family office, supporting successful entrepreneurs and investors alike.

Most recently, she was a Vice President and Client Relations expert at Caprock, a multi-family office, SEC-registered investment advisory firm focused on developing and advising on customized wealth strategies for individuals and families. Previously, Alison worked for Tom Barrack the Founder/Chairman/CEO of Colony Capital, Inc, where she provided day to day oversight and management of the various aspects of his public and private businesses, in addition to being a Lead for his Family Office team. Prior to Colony Capital, Alison was at Leonard Green & Partners, a leading Private Equity firm based in Los Angeles who primarily focuses on companies providing services, including consumer, business, and healthcare services, as well as retail, distribution, and industrials; and formerly as the Chief of Staff for Marty Geller of Geller & Company a firm that provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations, located in New York City.

Alison graduated from Vassar College with a B.A. in Philosophy and Chemistry and obtained her Series 65 license, known as the Uniform Investment Adviser Law Examination, in 2019.

Connect with Alison Marckstadt:

Website: https://successionadvisors.com/

Email: amarckstadt@successionadvisors.com

Linked In: https://www.linkedin.com/in/alison-marckstadt-a07b0091/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Tyson discuss:

Who is affected by Artificial Intelligence (AI)?
How AI affects social media
Using AI for good
The impact of technology

Key Takeaways:

Everyone’s life is affected by AI even if you’re not social media connected, it’s that pervasive at this point.
AI is affecting social media and it is inorganically promoting trends that aren't necessarily part of a user’s interest or belief. It’s important to be clear within yourself what your beliefs are and to analyze the trends, not just blindly believe them.
AI isn’t doomed to manipulate our lives and limit our ability to think for ourselves. Instead of merely pushing trends you don’t want, AI has the potential to give you the resources that you need in order to live a better quality of life. This has the potential to lead to better outcomes in health, whether physical, mental or financial. Cut through the noise, choose technology that helps you.
Technology means something different to everybody. There’s a lot of ways that it could impact a person’s dreams and overall life trajectory.

"I challenge anybody to have a strident belief and share it with someone without fear." — Tyson McDowell

About Tyson McDowell: Tyson is cofounder and managing partner of Greatscale Ventures, and a thought leader on the subject of positively merging humans with AI-driven technologies.

After nearly 20 years of experience in building and running companies as CEO, CTO or President, and watching the world change dramatically as a result of high-scale technologies permeating everyday life, he realized the need to scale up his own efforts to impact humanity with tech.

While technology and business are his focus, Aviation is a core passion. Tyson is a certified private pilot with instrument, multi-engine, helicopter and various type ratings. He resides in San Diego, CA with his wife Erika and daughter Amelia, is a member of the Young Presidents’ Organization (YPO), and is Vice Chairman of the San Diego Air and Space Museum.

Connect with Tyson McDowell:

Website: https://greatscale.ventures/

LinkedIn: https://www.linkedin.com/in/tysonmcdowell/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

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Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Lisa discuss:

How mentorship should be
Practicing reverse mentoring
What a good culture looks like
The burden of perfectionism

Key Takeaways:

Mentorship doesn’t focus on the “how” but on the “why” of the job. Whether you are the mentor or the mentee, you have to come into the meeting with an agenda or else you’ll both be wasting each other’s time.
Reverse mentoring is a good way to engage younger and less experienced people so that they could share their opinions and feelings about working in the organization safely.
Create a culture where people are all connected and all enjoying spending time with each other and working together.
Free yourself from the burden of perfectionism. Be humble and honest about your mistakes, be gracious to yourself, and learn from it.

"Mentorship is different. It's not about learning the technical elements of your job, that's the organization’s responsibility, mentorship is the individual’s responsibility." — Lisa Crafford

About Lisa Crafford: In her career she has had the opportunity to work for small family owned businesses, large retail franchises, non-profits, and Fortune 500 companies spanning Australia and the United States. She has lived in three continents, and traveled to over 30 countries.

Her experience includes business and practice management, consulting, business development, marketing and branding, operations, sales, human capital strategy, recruiting, retail management, and customer service.

In 2012 she founded Cogent, a practice management study group which existed to help financial advisors improve their business operations.

She is a graduate of The College of William and Mary's Executive MBA Program, and was elected Class President for the Class of 2014..

In her role as a consultant with BNY Mellon’s Pershing she has the great privilege to work with leading RIA firms around the world on building enduring advisory firms. She also loves to contribute to the wider industry and share her experience with students and those looking to join her wonderful industry.

Connect with Lisa Crafford:

Website: https://www.pershing.com/

LinkedIn: https://www.linkedin.com/in/lisacrafford/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan, Haith and Henry discuss:

Turning into the needs of your customers
The importance of tenacity and determination
Know your "why?"
Building a business with purpose

Key Takeaways:

Keep a pulse on what it is your market or clientbase needs. Don’t let yourself be stuck on what service you want to provide, but learn to implement services that clients want you to provide.
Dedicate yourself to getting it done - whatever needs to get done. Bring everything into the fight and refuse to quit. Tenacity and determination is the key.
Things almost never go the way we want it to and that’s why it’s important to know why you’re doing what you’re doing. Your purpose will be a reference point for times when you feel the lack of motivation to move forward.
Go beyond material success. Chase success with purpose and passion in mind. The meaning of your legacy lies in the lives of the people that you’ve impacted positively.

About Haith and Henry Johnson: They are a husband and wife team who own LeHost Hair and Wigs. They have been in the beauty industry for over 30 years and believe that passion, purpose and service should guide how you spend your time every day.

Connect with Haith and Henry Johnson:

Facebook: https://www.facebook.com/lehosthair/

Website: https://www.lehosthair.com/

LinkedIn: https://www.linkedin.com/in/henry-johnson-79831620/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Ed Morton discuss:

The fulfillment of giving back
Learning from your mistakes
Importance of building trust in any organization
Leadership is influence

Key Takeaways:

In every step of the way, consider those that have yet to reach where you are and help them along. We have a responsibility to give to others the opportunity that we have been given.
Don’t waste your mistakes. There’s a valuable lesson to be learned in each one. Experience is one of the best teachers.
In any organization, it’s important that there is cohesiveness, trust, accountability, and equality. See that each member is as important as the other and that everyone is doing their job, including the leader.
Leadership is influence, it isn’t about telling people how to do their job, it’s about reminding them why and giving them the resources to accomplish their individual mission.

"None of us will accomplish our mission unless all of us believe in what we’re doing." — Ed Morton

About Ed Morton: He is an accomplished executive and leader, from serving in the military to working as CEO for NCH Healthcare system, to being a portfolio manager to serving on a number of boards. Ed resides in Naples, Florida and is actively involved in the community.

Connect with Ed Morton:

LinkedIn: https://www.linkedin.com/in/edward-morton-3a1a2612/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Marcus discuss: * The importance of media presence * Winning at what you want * Building your dream, career, or business * Importance of accountability in keeping your word

Key Takeaways:

Video is becoming more and more important. Think about how your authentic identity can appear in public and social media.
Win at something that energizes you. Struggle will happen, so it’s better to struggle and move in a direction you want to go towards.
When building your dream, build it brick by brick, focus on the day to day. Be a person of your word and always give value to people. Surround yourself with people that can get things done.
When you fall short of keeping your word, own it, communicate with the person that trusted you. Be there to take responsibility for what happened and be honest.

"Keeping your word is probably just as important, you need people to trust you, trust your word and it means something to a lot of people. Those who have the ability to influence what you’re doing need to know that they can trust you." — Marcus Lewis

About Marcus Lewis: He is the President of Full View Productions, a full-service video production company in Detroit, Michigan. They work with their clients to develop top-notch ideas, direct film productions, and orchestrate post-production — ultimately, setting their clients apart from the competition.

Connect with Marcus Lewis:

Website: https://fullviewpro.com/

Facebook: https://www.facebook.com/FVPUSA/

Instagram: https://www.instagram.com/fullviewproductions/

LinkedIn: https://www.linkedin.com/in/marcuslewisfvp/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Vinay discuss:

Being ready when opportunity unfolds
The trap of setting conditions for your happiness
Minimizing regrets in life
Avoiding the burden of expectation

Key Takeaways:

Some people say that life is all about drive, setting goals, and attaining success but in life, opportunity can lead to doing something you didn’t plan for but end up enjoying anyway.
Don’t fall into the trap of “I won’t be happy unless I get ____”. Putting conditions for your own happiness will only set you up for disappointment, discontentment, and unhappiness.
Minimize your regrets in life. Don’t be stuck trying to live a life that others want you to live.
Don’t let yourself be burdened by expectations, either from others or yourself. Carve your own path and live your own life the way you want to.

"It’s healthy to have a goal, but it’s just a guide - it’s not an end-all-be-all… if you try something new and it doesn’t work but you learn something in the process, that in itself is fulfilling. " — Vinay Tolia

About Vinay Tolia: Experienced Chief Executive Officer with a demonstrated history of working in the cannabis and investment industries. Skilled in Venture Capital, Options, Investment Banking, and Asset Management. Strong business development professional with a BA and BSE from The University of Michigan.

Connect with Vinay Tolia:

LinkedIn: https://www.linkedin.com/in/vinay-tolia-5163622/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Doug Speight: Leaving a Legacy

In this episode, Nathan and Doug discuss:
How entrepreneurship takes curiosity
Leaving a legacy
Approaching each day with humility
Taking care of our ecosystem

Key Takeaways:

Entrepreneurship takes a certain degree of curiosity - a love for learning new things and making new solutions for unaddressed problems.
At some point, everyone’s has to think about what legacy they’ll leave behind. How will you like to leave this earth better than you found it?
Approach each day with humility. You don’t know everything, so keep your mind open to the new ideas of experts and innovators in your field.
Your company does not exists in a void, there’s a whole ecosystem that it relies on it. It’s not somebody else’s responsibility to take care of this ecosystem, but the responsibility of every member in it, including you.

"A brilliant statement that stuck with me for my entire career: go where they, the competition, aren’t." — Doug Speight

About Doug Speight: He is a tech startup founder, Innovation Commercialization Director for universities, NASA and DOE research labs, and Entrepreneur-In-Residence at Co.Lab and CODE2040/Google. He is also an Angel Fund Director, a Co-inventor in additive manufacturing, a startup addict and last but not the least, a playful dad.

Connect with Doug Speight:

Twitter: https://twitter.com/DougSpeight

Website: https://annextechpartners.com

LinkedIn: https://www.linkedin.com/in/doug-speight-91b1932/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Tom Graney discuss:

Aligning life plans and investment plans
Importance of focusing on client needs
Why listening is so important
Learning from your clients

Key Takeaways:

The most important thing we could do is to help people identify their life goals and objectives and match those goals with their investment plans.
Always consider the client’s comfort level with various strategies. For example, you can explore ways to plan for a family’s financial needs while at the same time meeting philanthropic goals.
Listen and ask questions, avoid assuming or dictating without understanding their entire situation or learning about their investing philosophy.
Look forward to learning from your clients. Approach each meeting with curiosity and humility, while also giving them sound ideas and providing tools that will help them succeed.

"The biggest mistake that’s made in our industry is that we tell… we don’t listen enough." — Tom Graney

About Tom Graney: He is a Senior Wealth Advisor at Planning Alternatives with a mission to serve clients' best interests. He works with high net worth individuals, families and executives to develop successful wealth plans that meet their current and future goals and aspirations. His direct experience managing both client relationships and teams of financial consultants has given him a broad set of skills in the financial services industry . He has served on multiple non-profit boards and has learned that to be part of a community it is important to be involved and give back.

Connect with Tom Graney:

LinkedIn: https://www.linkedin.com/in/tom-graney-cfp®-7b891323/

Phone: 239 450 5903

Email: thomas.g@planningalt.com

Address: 649 Fifth Avenue South, Suite 221, Naples, FL 34102

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Connect with Tom Graney:

Phone: 239 450 5903

Email: thomas.g@planningalt.com

Address: 649 Fifth Avenue South, Suite 221, Naples, FL 34102

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Jack Uldrich discuss:

How to be a futurist?
The challenge of unlearning
Trends to keep an eye on
Importance of being aware of risks

Key Takeaways:

Anyone can be a futurist, different people can take different paths into becoming one as long as you are curious about the future, are concerned about the world making it to the best possible outcomes, and are committed enough to your ideas that you’re willing to take action.
People can understand what is coming next, what they have a really hard time doing is letting go of what they have always known. Unlearning takes humility, curiosity and a willingness to not only ask questions but to get better at asking better questions.
Here are some trends to keep an eye on: cryptocurrency, artificial intelligence, quantum computing, satellite technology, the internet of things, and 3D printing robotics. And one of the most fascinating thing about all this is that it’s not going to be just one technology that transforms the world, it’s going to be a convergence of multiple technologies.
We need to be more accountable and more responsible about the creation of technology. People need to ask more questions about possible negative implications of technology. It is only through this process of looking also at the dark-side of technologies can we ensure that we can create the best future possible.

"So many people are unafraid of uncertainty that fear locks them in and that keeps them from embracing the immense possibility of the future. " — Jack Uldrich

About Jack Uldrich: He is a well-recognized global futurist, speaker, and author of eleven books, including award-winning best sellers. He is a frequent speaker on technology, change management and leadership and has addressed hundreds of corporations, associations and not-for-profit organizations on five continents. He regularly makes television appearances on the Science Channel’s “FutureScape” program and the Discovery Channel show “Inside Out,” and is a frequent guest on major media outlets, including CNN, CNBC and National Public Radio.

Jack is also an ongoing contributor on emerging technologies and future trends for a number of publications, including The Wall Street Journal, Forbes, Wired Magazine and BusinessWeek.

Jack is a former naval intelligence officer and Defense Department official. He served as the director of the Minnesota Office of Strategic and Long-Range Planning under Minnesota Governor Jesse Ventura. His most recent book is Foresight 20/20: A Futurist Explores the Trends Transforming Tomorrow and his forthcoming book is Business as Unusual: How to Future-Proof Yourself Against Tomorrow’s Transformational Trends, Today.

Connect with Jack Uldrich:

Twitter: https://twitter.com/jumpthecurve

Facebook: https://www.facebook.com/Jumpthecurve.net

Website: https://jackuldrich.com

LinkedIn: https://www.linkedin.com/in/jackuldrich

YouTube: https://www.youtube.com/user/ChiefUnlearner

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Jennifer discuss:

The demand for mental health services
De-stigmatizing conversations around mental health
Contributions of women in leadership
What makes Lightfully Behavioral Health unique

Key Takeaways:

The arrival of the pandemic exacerbated existing mental health issues in many people. The demand for mental health services has significantly increased.
To de-stigmatize conversations about mental health, try to gradually practice vulnerability and openness with your loved ones.
Cultivating a nurturing, highly collaborative and highly communicative environment in the workplace is the optimal for people in mental health care profession.
Bring solutions that work based on evidence. Demonstrate efficacy of treatment through data, show how someone improves through treatment.

"Be open, make that connection with your loved one. Do your best to be vulnerable." — Jennifer Steiner

About Jennifer Steiner: As Chief Executive Officer of Lightfully Behavioral Health, Jennifer is responsible for leading Lightfully’s vision, mission and culture.Jennifer has a history of excellence in healthcare delivery and a proven track record of success. During the last decade, Jennifer has been actively creating positive change in mental health on a national scale. She is passionate about improving the standards of care in mental health by maintaining an intense focus on clinical quality, fostering collaboration and accountability, and facilitating innovation.

Jennifer holds an MBA from the University of Michigan’s Ross School of Business and earned her undergraduate degree in liberal arts from The Colorado College.

She lives in Santa Barbara with her family, including her golden retriever, Mochi. She enjoys running, yoga, learning and the beautiful California shoreline. Jennifer is also the founder of “Lead Like a CHIQ”, a movement she created that promotes the power of authentically female leadership.

Connect with Jennifer Steiner:

Website: http://www.lightfully.com/

Twitter: https://twitter.com/LightfullyBH

Facebook: https://www.facebook.com/LightfullyBH/

Instagram https://www.instagram.com/lightfullybh/

YouTube: https://www.youtube.com/channel/UCf_p9h-dpubADwhp_DrMP9w

LinkedIn: https://www.linkedin.com/in/jennifer-steiner-b9a58810/ | https://www.linkedin.com/company/lightfullybehavioralhealth

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Jeffrey Kleintop discuss:

How Jeff develops and maintains his knowledge base
Communication learnings
Developing a global perspective
Maintaining a sense of discovery each day

Key Takeaways:

Utilize technology to keep a pulse on world events and to keep collaboration with other people going.
Focus on the audience, getting asked questions is a good indicator that they are completely engaged in the topic. Use imagery and compact your sentences with long pauses in between to help your audience catch up and digest what you’re saying.
Recognize opportunities that show themselves, don’t think about what could go wrong but what could go right - it may very well be the right step towards your own growth.
Be motivated by a sense of discovery, cultivate a deep sense of curiosity about the world and about people.

“Don’t be afraid of making mistakes, try not to minimize risks - take smart risks and don’t be afraid of the occasional setback." — Jeffrey Kleintop

About Jeff Kleintop: As Managing Director and Chief Global Investment Strategist at Charles Schwab, Jeffrey is responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications. He provides research, commentary, and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career, he was chief investment strategist at PNC Wealth Management. Cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” Jeffrey frequently appears on CNBC, Bloomberg TV, and CNN, and is often quoted in The Wall Street Journal, Barron’s, and the Financial Times.

Connect with Jeff Kleintop:

Twitter: https://twitter.com/JeffreyKleintop

Website: https://www.schwab.com

LinkedIn: https://www.linkedin.com/in/jeffrey-kleintop-36427a9/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Chelsea Taylor-Sturkie

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In this episode, Nate and Brian Gast discuss:

Why people don’t find fulfillment when they are living in success
Learning from failures and blowups
Taking an honest inventory
Seeing the deeper need

Key Takeaways:

Happiness and fulfillment is an inside job. You can’t buy your way into it, it’s not something that has to happen externally, fulfillment is cultivated within.
As you grow older, you stop learning from success and start learning more from failure. For some people, it takes a few blowups to realize their blindspots. Are you going to wait for that blowup before you sit down with someone and figure out yours?
Take an honest inventory of what really is going on. Try it yourself, but if you have someone you can trust who will tell you your blindspots with brutal honesty, even better.
Success, money and fame are not often what people really want when they say they want them, but there’s a deeper need behind each that has to be fulfilled in order for the person to feel truly happy.

"Humans actually are lousy predictors of what will make them happy… It’s an inside job, the nature of fulfillment is." — Brian Gast

About Brian Gast: He is a Former CEO who managed three fast-growing Telecommunication companies and then he became an executive coach who’s a certified forum facilitator for YPO. He has a Master’s in Business Administration and his focus is in helping people find their purpose and potential. He has a book called, “The Business of Wanting More: Why Some Executives Move from Success to Fulfillment and Others Don't”.

Connect with Brian Gast:

Twitter: http://www.twitter.com/briangast

Facebook: https://www.facebook.com/executivelifecoach

Website: http://www.briangast.com/ or https://quadrantinternational.net

LinkedIn: https://www.linkedin.com/in/briangast/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Antony Davies discuss:

How to create change from an economic perspective.
Sustainable incentives.
Debts and government involvement in debt.
The motivation behind writing his upcoming book, Cooperation and Coercion

Key Takeaways:

−The fundamentals of economics boils down to two things; all things have a trade-off and all people respond to incentives.

-The money the government spends without increasing the taxes will be taxed to unborn generations who will have to pay that debt despite having a say in this inherited debt.

−It is the government failing to do its job that is causing the short-term incentive problem, including the impact on the environment from companies.

−The biggest myth is that the government owes $23 trillion. The debt is much greater. That $23 trillion is just the federal government.

“The largest problem with the debt is that politicians have figured out a way to tax people who can't vote. And that's effectively what debt is." — Antony Davies

Connect with Antony Davies:

Book: Cooperation and Coercion: How Busybodies Become Busybullies and What that Means for Economics and Politics

Show: Words & Numbers Podcast

YouTube: Antony Davies

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Cooperation and Coercion: How Busybodies Became Busybullies and What that Means for Economics and Politics

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In this episode, Nathan and Julie Faupel discuss:

Julie is the owner of Jackson Hole Real Estate and the newly launched REALM, a Real Estate tech company.
Decision making around risk taking.
Her recipe for success rooted around mindset.
Connection and authenticity with people on your journey.

Key Takeaways:
There is always a balance in risk taking. Have a healthy perspective on your life and your support makes it easier to charge head long into a risky situation.
Don’t be afraid of hard work – it might be scary or difficult, but good things will come.
Develop compassion for people in their journeys as they are now.
Fear is what keeps us small.

"The more you bring your most authentic self to the table, the better results you get from other people, the more honest the communications are, the higher you can actually achieve." — Julie Faupel

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau
Address: 36800 Woodward Avenue, Suite 200
Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Dakin Sloss discuss:

Dakin’s professional journey.
Breakthrough scientific startups.
How the human experience will change with technology.

Key Takeaways:

AI will have a dramatic effect on our lives.
Valuable companies are created with valuable people.
Don’t wait to take action when a decision is available.
Diligence with communication is a key priority for success.
The #1 ingredient in building your team is hunger within the individual.

“Success leaves clues. I have tracked those clues and tried to do what other, more successful people than me have done to follow in their footsteps.“- Dakin Sloss 

Connect with Dakin Sloss:
Twitter: @DakinSloss
Website: PrimeMoversLab.com & DakinSloss.com
LinkedIn: Dakin Sloss

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau
Address: 36800 Woodward Avenue, Suite 200
Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and Sara Vladic discuss:

Sara’s role as the storyteller for USS Indianapolis
The story of USS Indianapolis.
What Sara has learned over the 17-year-long project.
The legacy of the USS Indianapolis.

Key Takeaways:

A perfect storm of miscommunication occurred in the disaster of the USS Indianapolis sinking on July 30, 1945.
Only 316 survived from the original 1,196 crew on board.
The legacy of the Indianapolis story is to recognize the significance of what our veterans choose to do for us and how they fought to provide the freedoms which we now enjoy.

"Not all of us are meant to serve, but we can certainly serve those who did and we should never forget that." — Sara Vladic

Connect with Sara Vladic:

Twitter: @SurfinSara

Book: Indianapolis: The True Story of the Worst Sea Disaster in U.S. Naval History and the Fifty-Year Fight to Exonerate an Innocent Man

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Indianapolis: The True Story of the Worst Sea Disaster in U.S. Naval History and the Fifty-Year Fight to Exonerate an Innocent Man

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Rob Follows: Founder and CEO of STS Capital Partners

In this episode, Nathan and Rob Follows discuss:

The STS Capital Partners value proposition.
Issues business owners should consider before selling.
Philanthropy and creating legacy.
Setting big goals to inspire your heart and mind.

Key Takeaways:

It’s not what you think you’re worth as a seller, it’s what the buyer sees doing with your firm that matters most.
Doing your homework in advance of a sale can lead to a significant increase in selling price.
You don’t need a magical DNA mix to accomplish things in life, anyone can accomplish big goals with reflection, planning, and execution.
Find a way to accomplish your goals. You don’t have to rush them, you just have to do them.

"You’ve got to set big goals, ones that you love and inspire you. Anyone can do that; it does take being brave." — Rob Follows

Connect with Rob Follows:

Rob Follows, Founding Chairman & CEO

4 Robert Speck Pkwy

Mississauga, ON L4Z 1S1

Phone 905.804.1934

Email: rob@stscapital.com

LinkedIn: www.linkedin.com/in/robfollows/

Company Website: www.stscapital.com

Company LinkedIn: www.linkedin.com/company/sts-capital-partners/about/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Jennifer Crute Steiner discuss:

Alsana, an eating disorder recovery provider in California, Alabama, and Missouri.
Jennifer’s career path and personal motivation to destigmatize mental health.
How Jennifer uses Enneagram in her organization.
Leading people through change, conflict and self-discovery.

Key Takeaways:

Many people struggle with mental health issues but options for care and support are available.
Enneagram is a tool to help you understand what you are innately good at and how you see the world.
Awareness of personality types can improve empathy and communication.
Shadow personality types show up during stress.
Empathy and understanding is critical during change management and conflict.

“Once we really understand how differently folks see the world, it shifts the way we show up for them.” —Jennifer Crute Steiner

Connect with Jennifer Crute Steiner:

Alsana - From the Latin roots meaning “all” or “total health”
Email – Jennifer.Steiner@alsana.com
Company Website – www.alsana.com
Company Facebook - www.facebook.com/alsanallc/
Company Twitter – @alsanallc
Company LinkedIn - www.linkedin.com/company/alsana/

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau
Address: 36800 Woodward Avenue, Suite 200
Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and Bill Emerson discuss:

Bill’s upbringing, college days at Penn State and lessons learned from his father.
How team sports shapes people.
Bill’s journey from loan officer to CEO of Quicken Loans.
Leadership insight, the importance of serving others and what motivates Bill today.

Key Takeaways:

You don’t have to be the most talented, you just have to work harder than everyone else.
Effort, energy, and sacrifice is required if you want to be great.
Everything starts with the people on your team and your relationships with them.
Focus on removing obstacles for the people you are leading.

Give in any capacity you can because it is the right thing to do.

"When you take team members and empower them to be part of the solution, you can do anything."—Bill Emerson

Connect with Bill Emerson:
Bill Emerson, Vice Chairman
Quicken Loans & Rock Holdings, Inc.
1050 Woodward Ave.
Detroit, MI 48226
800 863-4332

Twitter – @BillEmerson
Quicken Loans website - www.quickenloans.com

Connect with Nathan Mersereau:

Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau
Address: 36800 Woodward Avenue, Suite 200
Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and Kim Laughton discuss:

Kim’s role at Schwab Charitable
How donor-advised funds work
Charitable giving trends
Kim’s career track and what fuels her mission to increase giving at Schwab Charitable
Advice Kim would give to her 20-year-old self.

Key Takeaways:

Every dollar matters and everyone can make an impact by giving to charity.
Start giving early in life, even if it is volunteer time rather than money.
You can have it all, but not necessarily all at the same time.
Figure out what you want in life, be patient and don’t compromise.
Embrace optimistic realism – look forward to the future, but be grounded in your present.

"It’s the marrying of the heart and the mind, when it comes to giving, that can make it the most satisfying." — Kim Laughton

Connect with Kim Laughton:

Kim Laughton, President

Schwab Charitable

211 Main Street

San Francisco, CA 94105

Email – Kim.Laughton@schwabcharitable.org

Company Website – www.schwabcharitable.org

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan and Liz Hwang discuss:

How Liz learned entrepreneurship from a young age while watching her parents.
Liz’s passion for helping entrepreneurial women.
The power of conversation and mentorship.
Advice Liz would give her 20-year-old self.

Key Takeaways:

You have to be quick to adapt to the changing environments in the business world.
Put your family first, but don’t forget about the importance of your business.
The quality of connection, not the quantity, is what is important in all of your relationships.
Have an understanding of your consumer to better develop your brand.

"Entrepreneurship has a way to make a better world for everyone in it." — Liz Hwang

Connect with Liz Hwang:

Facebook: www.facebook.com/Modern-Essentials-512755192549097/

Website: www.jacksonbags.com & www.modernessentialsdesign.com

Email: liz.hwang@jacksonbags.com

LinkedIn: www.linkedin.com/in/lizzehwang/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss:

How Greg and Shaun came together to write The Financial Advisor M & A Guidebook.
What drives a firm to consider M & A.
How M & A can fuel growth plus facilitate succession planning.
How people and culture define success.

Key Takeaways:

Technology integration is critical in any M&A transaction.
Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction.
Invest the time up front to clarify roles, define transition steps and set expectations.
Be prepared for the unexpected.

"M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman

Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski

Connect with Greg Friedman:

Greg Friedman, Founder, CEO and President

Private Ocean

100 Smith Ranch Road, Suite 300, San Rafael, CA 94903

Company Website – www.privateocean.com

Company Facebook - www.facebook.com/privateocean/

Company Twitter - @_privateocean

Company LinkedIn - www.linkedin.com/company/private-ocean-wealth-management/

Email – Greg.Friedman@privateocean.com

Twitter – @GregFriedmanCEO

LinkedIn - www.linkedin.com/in/greg-friedman-cfp/

Connect with Shaun Kapusinski:

Shaun Kapusinski, MBA, HCS - Director of Operations

Sequoia Financial Group

Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333

Main Office Phone Number: 888 225-3777

Company Website - www.sequoia-financial.com

Company LinkedIn - www.linkedin.com/company/sequoia-financial-group

Email – skapusinski@sequoia-financial.com

Company Phone – 330 255-4349

Twitter – @shaunkap

LinkedIn - www.linkedin.com/in/shaunkapusinski/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond

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In this episode, Nathan and Kathy Laurinaitis discuss:

Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates.
Kathy's career path and milestones.
What it’s like for Kathy to have her life showcased on a reality TV show.
Advice Kathy would give to a 20-year-old self.

Key Takeaways:

We learn through the challenges that are thrown at us.
Let go and don’t worry about being judged.
Allow yourself to feel pain and reflect. Understand that bad days are part of the process and there is always light at the end of the tunnel.
Take care of yourself – health is first – and enjoy the ride.

"Surround yourself with the right people." — Kathy Laurinaitis

Connect with Kathy Laurinaitis: 

Kathy Colace Laurinaitis, Managing Partner & Founder

JBN & Associates, LLC

11111 North Scottsdale Rd., Scottsdale, AZ  85254

Twitter – @KathyColace

Personal LinkedIn - www.linkedin.com/in/kathycolace/

Company Website - www.jbnassociates.com

Company Facebook – www.facebook.com/TeamJBN/

Company LinkedIn -  www.linkedin.com/company/jbn-&-associates-llc/

Email – kathy@jbnassociates.com

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and De Lacy Davis discuss:

The importance of teaching young people financial literacy.
How becoming a police officer inspired De Lacy to give back to his community.
The importance of mentorship and building the next generation.
The signs of a great leader.

Key Takeaways:

There is a hunger and need for children in poverty to access financial literacy tools and resources.
The goal of servant leadership is to serve.
Judge yourself by the leaders you helped create.
Ask yourself, “What is my purpose? Am I fulfilling my purpose? What is my most recent evidence?”

"It gets me excited to see the impact of the lives I’ve touched." — De Lacy Davis

Connect with De Lacy Davis:

Twitter: @delacydavis

Website: familyorgdirectory.fmhi.usf.edu

Blog: delacydavis.blogspot.com

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and Leslie discuss:

The process of creating effective brand strategies.
The Easy Button story.
The challenges of balancing work and family.
Advice for a 20 year-old Leslie.

Key Takeaways:

A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to a consumer.
When you’re in a project and you don’t feel success, power through.
If you don’t take yourself too seriously, magic can happen.
Don’t compare, play your own game, enjoy the process.

"Tackle big problems with great people." — Leslie Sims

Connect with Leslie Sims:

LinkedIn: @LeslieSims

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and Bernie discuss:

How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets.
Bernie’s career track in the investment industry.
Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people.
What opportunities Bernie sees for the future.

Key Takeaways:

Amassing great teams filled with diversity builds a strong business.
Mentors are available at all stages of life.
Deal with problems head on. Bad news is best early and in great detail.
Don’t limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined.

"It’s the people around us that make us great." — Bernie Clark

Connect with Bernie Clark:

Website: https://www.aboutschwab.com/leadership/bernard-clark

LinkedIn: @bernie-clark

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and Amanda discuss:

What attracts people to lululemon.
Amanda's global career journey at lululemon.
How vision and goals create a possibility mindset.
Amanda's experience of moving out of a place of fear and into a place of trust.
How the practice of yoga allows you to show up for yourself.

Key Takeaways:

Be comfortable with self-inquiry - comparison to others gets in our way.
Focus on the similarities we have with others, not the differences.
Give without expecting anything in return.
Set goals that are relevant for yourself and your values.
Don't let fear of failure prevent you from pursuing possibilities.

"Anything is possible." — Amanda Casgar

Connect with Amanda Casgar:

Website: www.lululemon.com

LinkedIn: #amanda-casgar

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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In this episode, Nathan and Nikki Raimi discuss:

Nikki’s life and career path.
Networking companies and how they work.
How Nikki went from a teacher, to a stay at home mom, to a running her own business.
Lessons learned in being true to yourself and empowering others.

Key Takeaways:

Making a clear plan and setting goals are the key.
Stay true to yourself and take risks. Empower yourself, empower others.
Being authentic is the key to success and connecting to other people.
Know your ‘Why?’

"My life is built on relationships." — Nikki Raimi

Connect with Nikki Raimi

LinkedIn - www.linkedin.com/in/nikki-raimi

Facebook Personal - www.facebook.com/nraimi

Email - nraimi0712@gmail.com

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Laura Gray

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

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Alexis Glick: CEO of GENYOUth

In this episode, Nathan and Alexis Glick discuss:

What motivates Alexis as CEO of GENYOUth
Alexis’ journalism career track through CNBC, The Today Show and Fox Business Network
Her favorite interview.
Lessons learned from her experience in journalism, philanthropy and leadership.

Key Takeaways:

Everyone has a role to play to give back to society.
Take opportunities to try new things and expand your horizons.
Preparation is critical.
Nurture relationships, stay connected, serve those around you.

"There is no perfect time. Now is the time.” — Alexis Glick

Connect with Alexis Glick:

Twitter: @AlexisGlick

Website: www.genyouthnow.org

Website: www.alexisglick.com

LinkedIn: Alexis Glick

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Jessie Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Devlin Fenton: CEO of Go99

In this episode, Nathan and Devlin discuss:

Go99’s vision of being the Uber of the trucking industry.

-Devlin's path from South Africa to Vancouver.

-Common themes Devlin has observed in business.

-How investing in your people pays dividends.

-What Devlin is looking forward to.

Key Takeaways:

-Have the right people on your bus. Make sure the right people are doing the job that best suits their skillset and behaviors.

-Everyone has a skill, but behavior and habits that will impact success the most.

-There’s no such as thing as the right time, the right politics, the right economic state, just do it. -

-Look for problems to solve.

-Find the balance between being all in and working hard, but living a fulfilled life.

"If you’re young and hungry and you want to go out and make something, don’t wait for the perfect time, just go do it." — Devlin Fenton

Connect with Devlin Fenton:

CEO - Go99

38 Fell Ave

North Vancouver BC V7S2V1

Canada

Website: www.go99.ca

Email: devlin@surespan.com

LinkedIn: www.linkedin.com/in/devlinfenton

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Rumia Ambrose-Burbank: Co-Founder and President of VMS365

In this episode, Nathan and Rumia Ambrose-Burbank discuss:

-How VMS365 - Vendor Management Solutions 365 - started and its focus today.

-Rumia's background, career path, and milestones.

-Challenges of being a female minority business owner.

-What motivates Rumia today and why she wants to give back.

Key Takeaways:

-Be self-reflective – be willing to take the advice, or at least consider the advice, you are given by your mentors

-Be around people who are focused, or you won’t be focused.

-Have resolve to work and do a good job.

-The world isn’t going to change and morph around you in a day, so sometimes you need to adjust to survive

-Don’t be afraid to say yes if you think you can do something. Do everything you can to figure out how to do it.

"At the end of the day, it’s relationships. And you can’t build a relationship until people are comfortable." — Rumia Ambrose-Burbank

Connect with Rumia:

LinkedIn: Rumia Ambrose-Burbank

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Ruth Zukerman: Co-Founder of SoulCycle and Flywheel

In this episode, Nathan and Ruth Zukerman discuss:

How spinning can be a cathartic mind-body experience.
Ruth's career path, milestones and lessons learned.
Ruth's launch of her book: Riding High
What Ruth would tell young female entrepreneurs.

Key Takeaways:

People carry stresses and baggage throughout the day. Look for ways to offload these issues for yourself.
Things don't always go the way you plan. Everything doesn't need a fix in the moment.
We are constantly reinventing ourselves as we go through our life and career.
Make sure you really, truly, believe in your business idea. Make sure it inspires you and there will be no doubt it will inspire others.

"When you’re going through a difficult time and when you are experiencing failure of something, it’s so important to know that sometimes you just have to sit with the discomfort, and sit with the failure, and sit with all the thoughts that come with it and not necessarily do anything in that moment.”— Ruth Zukerman

Connect with Ruth Zukerman:

Twitter: @RuthFlywheel

Facebook: Flywheel Sports

Book: Riding High: How I Kissed SoulCycle Goodbye, Co-Founded Flywheel, and Built the Life I Always Wanted

Instagram: @ruth_flywheel

LinkedIn: Ruth Zukerman

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Mark Tibergien: CEO, Pershing Advisor Solutions

In this episode, Nathan and Mark Tibergien discuss:

BNY Mellon and Pershing Advisor Solutions.
The importance of organizational adaptation to change.
Mark’s career path and milestones.
The importance of people management.
Making an impact through financial literacy.

Key Takeaways:

Find ways to differentiate. Focus on who you serve instead of what you sell.
The greatest experience you’ve had anywhere is the same experience you want everywhere.
If you are going to be building an organization with superior talent, you first must be conscious of the nature of the work. Be clear what excellence looks like in each position.
You cannot motivate people, you can only demotivate them.
Commit to things that you believe will make a lasting impact.

"Your best employee is more important than your most important client." — Mark Tibergien

Connect with Mark Tibergien:

Twitter: @MarkTibergien

Website: www.pershing.com/biographies/mark-tibergien

Email: mtibergien@pershing.com

Book: The Enduring Advisory Firm – Mark C. Tibergien and Kimberly G. Dellarocca

LinkedIn: www.linkedin.com/in/marktibergien

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website:www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter:@NathanMersereau

LinkedIn:Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

uite 200

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Jason Raznick: CEO & Founder of Benzinga

In this episode, Nathan and Jason Raznick discuss:

What is Benzinga and who they serve.
How the Benzinga name was created.
Jason's career path and milestones.
How Jason navigates hiring and growth.
Three words describing Jason's startup journey.

Key Takeaways:

Look to solve problems with ideas, content and planning.
Having a great team in place is key to building a successful company.
Don't stress over things you can't control.
Jason’s 3-step test: best case scenario, worse case, what are obstacles?
Focus on how you can impact your outcome by setting goals.
It is okay to fail. Just do better the next day.

"You have to ignore the noise and focus on what you can impact." — Jason Raznick

Connect with Jason Raznick:

Twitter: @JasonRaznick

Website: https://www.benzinga.com/

LinkedIn: https://www.linkedin.com/in/jasonraznick/

Phone: (877) 440-3464

Address: Benzinga

One Campus Martius

Suite 200

Detroit, MI 48226

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Jessie Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Stuart DePina: Group President Envestnet | Tamarac

In this episode, Nathan and Stuart DePina discuss:

How Envestnet | Tamarac differentiates itself.
Stuart's career path and milestones.
Lessons learned through determination, opportunities and failure.
The Tamarac story and Great by Choice book.
Stuart's motivation and what he'd tell a 20 year old self.

Key Takeaways:

Be curious. Always look for solutions to advance the organization and mission.
Some of the best learnings come out of failure.
Not every metric is meaningful. Know what is important to measure.
Stay narrow, stay focused and stay disciplined to differentiate your company.
Make sure your people understand that they matter.

"What drives me every day is getting up and helping people be successful.” — Stuart DePina

Connect with Stuart DePina:

Stuart DePina, Group President Envestnet | Tamarac

701 Fifth Avenue, 14th Floor

Seattle, WA 98104

Chicago (Headquarters)

35 East Wacker Dr., 24th Floor

Chicago, Il 60601

Website - www.envestnet.com

Email - Stuart.Depina@envestnet.com

Twitter - @ENVDePina

LinkedIn - www.linkedin.com/in/sdepina/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website:www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter:@NathanMersereau

LinkedIn:Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Podcastologist/Show Producer: Danielle Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Howard Behar: Former President of Starbucks

In this episode, Nathan and Howard Behar discuss:

How did the servant leadership model evolve in Howard's story?
Howard's career journey.
What is servant leadership all about?
How mentors are important to have in every aspect of life.

Key Takeaways:

Servant leadership is putting others agenda above your own.
Anything you set your mind to you can accomplish.
It doesn't matter what your politics are it is not okay to put people down.
You get the most out of people when you respect and inspire them.
Servant leadership is about actions not words.

"Everyday I want to nurture and inspire the human spirit beginning with myself first and then others." — Howard Behar

Connect with Howard Behar:

Website: http://howardbehar.com/

Email: HB@Howardbehar.com

Book: Howard's fist book- It's Not About the Coffee

Howard's New Book- The Magic Cup

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Show Producer: Danielle Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

It's Not About the Coffee: Leadership Principles from a Life at Starbucks

The Magic Cup: A Business Parable About a Leader, a Team, and the Power of Putting People and Values First

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Tanya Hall: CEO, Greenleaf Book Group

In this episode, Nathan and Tanya Hall discuss:

How Greenleaf Book Group helps authors get published.
What motivated Tanya to publish Ideas, Influence and Income.
What components are necessary for a successful book launch.
Tanya’s career path, lessons learned and principles applied.

Key Takeaways:

Authors should pick the right partners to ensure their project is successful.
If you want to advance your ideas, look to solve a problem in a new way or bring a fresh perspective to light.
Engage your team around core values.

"Look for ways to create constant growth.” — Tanya Hall

Connect with Tanya Hall:

Twitter: @tanyahall

Facebook: https://www.facebook.com/Greenleaf-Book-Group-104627692032/

Website: https://greenleafbookgroup.com/

Email: contact@greenleafbookgroup.com

Book: IDEAS, INFLUENCE, AND INCOME

LinkedIn: https://www.linkedin.com/in/tanyajhall/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Show Producer: Danielle Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Ellyn Davidson: President, Brogan & Partners

In this episode, Nathan and Ellyn Davidson discuss:

Who is Brogan & Partners.
Pivotal moments in Ellyn's career.
How a mentor influenced Ellyn.
How dealing with cancer created a new perspective on life.

Key Takeaways:

Focus on creating a healthy culture when you take over a business.
As a mentor, allow the mentee to do things on their own, but be available when they need your help.
Do not micromanage your employees; instead guide your employees.
Don't sweat the small stuff.

"We should never take ourselves too seriously but we should take our clients very seriously.” — Ellyn Davidson

Connect with Ellyn Davidson:

Twitter: @ellynd

Phone Number: (248) 341- 8211

Website: https://brogan.com

Email: EDavidson@brogan.com

Facebook: https://www.facebook.com/broganpartners

YouTube: https://www.youtube.com/user/BroganSpots

LinkedIn: https://www.linkedin.com/in/ellyndavidson/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by show producer: Danielle Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Mark Moses: CEO and Founder, CEO Coaching International

In this episode, Nathan and Mark Moses discuss:

What is CEO Coaching International?
Why should you go with your gut?
Be careful who you hire.

Key Takeaways:

Hiring people like yourself can be dangerous.
Hire top talent that fits your culture.
Figure out what you want in life and business.

"If these people don't live your values and you are misaligned by the values of your business, it won't work. " — Mark Moses

Connect with Mark Moses:

Twitter: @CEOCoachMark

Website: www.ceocoachinginternational.com

Email: markmoses@ceocoachinginternational.com

LinkedIn: www.linkedin.com/in/markmoses/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show notes by show producer: Danielle Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Anthony Venus: CEO and Co-founder, YayPay

In this episode, Nathan and Anthony discuss:

What is YayPay?
What are some of the defining moments that brought you to where you are today?
Where did the name YayPay originated?
How have you used the idea would I spend a day in a canoe with you in your business?

Key Takeaways:

What goes up does come down.
Timing is associated with success.
Listen to the market.
In business the rules are always changing and the game never ends.
Persistence pays off

"I actually think that a lot of success is simply putting your head down and plowing on through." — Anthony Venus

Connect with Anthony:

Twitter: @Ant_Venus

Website: www.yaypay.com

Email: anthony@yaypay.com

LinkedIn: LinkedIn Anthony

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan@dayinacanoe.com

Twitter:@NathanMersereau

LinkedIn: Nathan's Profile

Address: 36800 Woodward Avenue, Suite 200

Bloomfield Hills, MI 48304

Show Notes by Show Producer: Danielle Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, filled with wealth, wisdom, meaning and purpose. That all starts with surrounding yourself with people you'd want to spend a day in a canoe with.

Day in a Canoe Podcast: Recent Episodes

Nathan Mersereau