Interviewing the Experts: Michael Katz, Chief Penguin, Blue Penguin Development

Michael Katz, Chief Penguin Blue Penguin Development

3 Things You Will Learn:

1. How to actually write an email newsletter that will not just get read, but also shared.

2. How to grow your email list with some common sense

3. What has consistency done for Michael's business

BONUS - How Michael outsources work strategically and manages to stay a one-man band.

An award-winning humorist and former corporate marketer, Blue Penguin founder and Chief Penguin, Michael Katz, specializes in coaching professional service firms and solos in improving their marketing.

Since launching Blue Penguin in 2000, Michael has been quoted in The Wall Street Journal, The New York Times, Business Week Online, Bloomberg TV, Forbes.com, Inc.com, USA Today, and other national and local media.

He is the author of four books and over the past 20+ years has published more than 500 issues of “The Likeable Expert Gazette,” a twice-monthly email newsletter and podcast with 6,000 passionate subscribers in over 40 countries around the world.

Michael has an MBA from Boston University and a BA in Psychology from McGill University in Montreal. He is a past winner of the New England Press Association award for “Best Humor Columnist.”

Interviewing the Experts: Peter Neuwirth, Senior Consulting Actuary at CapAcuity

Peter Neuwirth, Senior Consulting Actuary at CapAcuity

3 Things You Will Learn

1. 6 Principles that Peter uses in financial decision making (different than most).

2. A neat trick for adding 1-100🙂.

3. The unique way he plans his day and two books that are great for decision making.

BONUS: Peter fessed up to a celebrity sibling that I used to watch non-stop in my teens!

I began my actuarial career when I graduated from Harvard College in 1979 (with a degree in Mathematics and Linguistics) and went to work at Connecticut General Life Insurance (now CIGNA). For the next 38 years I worked continuously as an actuary holding significant leadership positions at a variety of firms around the country including most of the major consulting firms (Aon, Hewitt Associates, Watson Wyatt, Towers Perrin and finally Towers Watson) as well as spending 5 years as chief actuary at a regional benefits consulting firm (Godwins), 7 years running a small actuarial firm (Coates Kenney) and one year in a large accounting firm (Price Waterhouse). At the end of 2016 I retired from Towers Watson to focus on writing and researching financial wellness issues.

Toward the end of my career at Towers Watson I began to focus on financial wellness in earnest and in 2015 Berrett-Kohler published my book “What’s Your Future Worth?” Shortly thereafter, I blogged regularly for a couple of years and more recently have begun consulting to individuals around their overall financial plans utilizing the material from my website as a basis for the practice.

More recently I have been blogging about how the principles of Holistic Financial Wellness can be utilized to weather the economic crisis that has befallen us. This has led to unsolicited calls to provide tactical advice to those who see their financial life in danger of collapsing. To the extent you are interested in such help, please send me an e-mail and I promise to respond. It may or may not become a business for me, but right now I just do it for people who find me and ask. It is what I love to do, but I am only interested in working with people who want my help.

I am still a practicing actuary, working part-time for CapAcuity (an Executive Benefits consulting firm) and regularly take on consulting assignments for other corporate clients. I also serve as an outside director for Rael and Letson, a mid-sized actuarial consulting firm specializing in Taft-Hartley plans providing them advice on governance and strategic issues.

I continue to conduct actuarial research on using home equity to generate retirement income and in 2018 taught a graduate seminar on the subject for the actuarial science department at the University of California at Santa Barbara. I am currently associated with the Academy for Home Equity in Financial Planning at the University of Illinois.

I have had a broad and wide-ranging actuarial career, and as a result I am well-known within the actuarial community. While most of my career has focused on US issues, during my tenure at Towers Watson, I also had the opportunity to work for a year in our Paris office consulting with multi-national corporations headquartered in Europe. As it happens, my assignment in France took place during 2008 and 2009 and as a result I had the unique opportunity to view the unfolding of the global financial crisis from the perspective of an American actuary doing business in Europe. This experience gave me a much deeper appreciation for how cultural differences inform our assumptions and attitudes toward fundamental concepts (like time, risk and money) and thus shape our world view.

In addition to “What’s Your Future Worth?”, I have published several articles in professional journals (e.g. Journal of Deferred Compensation, Contingencies, Journal of Financial Planning etc.) and am a frequent speaker at professional conferences (e.g. Conference of Consulting Actuaries, Enrolled Actuaries, Western Pension and Benefits Conference etc.). I have been quoted in both the mainstream and industry press on actuarial matters. I am a Fellow of the Society of Actuaries and a Fellow of the Conference of Consulting Actuaries.

My Philosophy

One of the key tenants of being an actuary is to be VERY careful about what you know and what you don’t know. Actuaries are guilty to a fault of declining to venture opinions when they are not sure they know the answer. In general, I think this is a good thing and we can all use a little humility in the face of the vast complexity that we face, but that doesn’t mean we should give up on trying to understand more. My father was a code breaker for the US government and while he couldn’t tell me anything about what he was working on, throughout my childhood I was always aware that there were codes and messages out there that were almost impossible to decipher completely, but every once in a while, with a concerted and focused effort some of the signal could be separated from the noise.

I believe that not looking at what is going on around us is a recipe for ignorance and catastrophe, but I also think that if you look too deep, the complexity will overwhelm you. For me it’s the hemi, demi and semi triangles that give you the clue to what is going on. That’s where I spend my time and I invite you to join me on my exploration of where they are and how they affect our lives.

Perhaps the following cartoon (given to me by a particle physicist) expresses it best.the essays you'll find on my website: http://www.peterneuwirth.com I look forward to talking more!

Interviewing the Experts: Samantha Tradelius, Insurance Maven/ SparkleBoss /Co-founder of ComCov

Samantha Tradelius, Insurance Maven/ SparkleBoss /Co-founder of ComCov (Commercial Coverage Insurance Agency)

3 Things You Will Learn from this Interview:

-How Samantha settled in on their niche in the insurance industry.

- What unique way they run their agency that allowed them to scale.

-What book she highly recommends everyone reads!

-BONUS: How she prioritizes her tasks among her business, non-profit, and instruction business...more people should think like this🙂

Samantha Tradelius is a commercial property insurance broker and the co-founder of Commercial Coverage Insurance Agency, where she leans on her 24 years of industry experience to assist women-owned businesses with risk management.

She’s also the award-winning founder of The Sparkle Foundation, a non-profit dedicated to helping single women throughout the Bay Area, the Inland Empire, and the Cities of Los Angeles and Sacramento.

Her mission to support and uplift women shines through every project Samantha takes on. With The Sparkle Foundation and its resource arm, SparkleBiz, Samantha provides financial aid for enrichment programs, microloans for female-owned small businesses, and access to a large, connected network. Since its founding in 2016, The Sparkle Foundation has raised more than $1 million—with every dollar reinvested in the community.

Her latest project, S. By Samantha Inc., is all about giving real-life women a voice. She hosts the weekly InspiHER’d podcast, shares a monthly roundup featuring female-founded brands, and wrote a joyful book, Impact: Stories of Change Makers, Creators, and Everyday Women Doing Extraordinary Work.

When she’s not dazzling the insurance industry or celebrating women, Samantha’s raising two incredible daughters, finding ways to make a difference out there every day and living a life of purpose. Find out what she’s up to now at SamanthaTradelius.com.

Interviewing the Experts: Cerrina Jensen - Consultant with SolV Insurance Services

Cerrina Jensen - Consultant with SolV Insurance Services

3 Things you will learn:

-How Cerrina juggles a job, her side business, and her non-profit .

-What role faith plays in her business .

-Who she would most like to meet🙂

Cerrina Jensen is a Broker Consultant with SolV Insurance Services, and the founder of a complimentary consultancy, Stellar Stories. A nationally recognized leader in the insurance industry, and a Past President of the Sacramento Association of Health Underwriters, Cerrina has been honored with many local, state and national awards for her leadership and consumer advocacy.

As a Broker Consultant, Cerrina helps her clients design and administer custom employee benefits packages that save money, time and headaches.

Cerrina founded Stellar Stories in 2019, as an enhancement to her benefits practice, and consults with employers, business groups, and civic organizations to deliver leadership and management training, dynamic communications, and process management support. Cerrina began her insurance career in 1995, with CalFarm Insurance and the California Farm Bureau’s member health plan. She transitioned to the Employee Benefits space in 2008, joining a masterful team which represented a number of large public sector fully and self-funded employers and JPA’s.

Prior to joining the SolV team, Cerrina was an AVP with CoreMark Insurance Services, where she played a key role in launching their marketing department. Cerrina also participated in the development of many of the agency’s best practices, upcoming trends, and sourcing client technology and compliance programs.

Cerrina was appointed to the California Department of Insurance Licensing Curriculum Board in 2018, and holds a number of certifications and professional designations including NAHU certificates in PPACA and Self-Funding. She was also named one of Employee Benefit Advisor’s Most Influential Women in Benefits Advising, 2017.

Cerrina grew up in the Bay Area and transplanted to the Sacramento Valley in 1994. Cerrina and her husband Aaron have two adult children and two adorable fur babies

Interviewing the Experts: Carrie Hopkins Doubts - Spiritual Resilience Coach

Carrie Hopkins Doubts - Spiritual Resilience Coach

3 Things You Will Learn:

-How Carrie picked her very unique niches in coaching .

-How she balances all three of her businesses .

-What Carrie's brilliant self-care routine looks like .

Carrie Doubts, Transformational Coach: Helping You Rebuild Your Life After Loss www.lifesnextchaptercoaching.com

My life’s work is to support people going through the upheaval and chaos of major life transitions and the sense of profound loss and identity confusion that are part of these changes. I help people embrace change as a co-creative partner and transformational opportunity, rather than wasting precious time, energy, and money resisting and reacting to these changes. As the founder of Life’s Next Chapter

Coaching, my passion is helping men and women accelerate their healing process, discover new dreams for themselves, and consciously and powerfully rebuild their lives. I help people reconnect with their heart, reclaim their power, and realign with their purpose to create their life’s next chapter.

People who have lost a spouse or life partner due to divorce or death are struggling to discover how to be a “me” after being a “we” for so long. That was certainly my challenge when my husband of thirteen years and I suddenly divorced. Like many of you, I found it difficult to “just move on” and “get over it”. I was in excruciating pain, and yet I was determined to learn from this experience so I could avoid repeating my mistakes in the future. I felt compelled to create something meaningful and beautiful out of this pain, so I immersed myself in self-development and personal growth.

In 1995, I went back to school and earned a Master of Arts in Spiritual Psychology with an Emphasis in Consciousness, Health, and Healing from the University of Santa Monica. I served as the Director of Education Administration and Faculty Development at USM for nearly 20 years and as a faculty member in the Spiritual Psychology Program for 10+ years. In 2013, I earned my professional coaching certification from the Institute for Professional Excellence in Coaching (iPEC). I am also a Certified Grief Counselor by the American Academy of Grief Counseling. I hold the Professional Certified Coach (PCC) credential with International Coach Federation (ICF) and am a Certified Transformational Presence Coach through the Center for Transformational Presence Coaching and Leadership. In 2015, I completed the Mentor Coach Certification Program at Invite Change.

I founded Life’s Next Chapter Coaching in 2013. Why? At the time I was completing my Coach training, I was encouraged to decide what my coaching “specialization” would be. Most of my peers where going into executive and business coaching. That choice seemed to make sense for them, but not for me. In an experience that I can only relate to as a “calling,” I knew that my purpose as a coach would be to support people during difficult periods in their lives.

I’d originally been educated to become a Marriage and Family Therapist, but decided that it wasn’t the career path for me. In addition to the knowledge of Clinical, Transpersonal, and Spiritual Psychology I gained in the classroom, my training had given me years of experience in holding a safe space for people going through tremendous emotional upheaval. My training as a coach gave me the clarity that supporting people through their loss and life changes was not enough to help them rebuild their lives. I discovered a passion for guiding people into consciously creating the life they are meant to live on the other side of this upheaval. So, I created Life’s Next Chapter Coaching out of that inner knowing that this would be my life’s work.

I believe in the value of service volunteer my time and skills in several capacities: Currently, I am facilitating Implementation Mastery Sessions for the World Business and Executive Coach Summit (WBECS) and I have been facilitating free divorce support groups on a monthly basis for over 6 years. In the past, I provided bereavement outreach to families for Hospice of Cincinnati, taught classes at the Osher Life Long Learning Institute at the University of Cincinnati, and served as a child advocate for the organization Guardian ad Litem.

Interviewing the Experts: Greg Williams - The Master Negotiator and Body Language Expert

Greg Williams - The Master Negotiator and Body Language Expert.

3 Things You Will Learn From This Interview:

- The best presentation techniques that will give you instant feedback from the potential buyer.

- How to use a Red Herring in negotiation .

- What it means when someone looks left or right .

BONUS - Greg puts me on the hot seat in a role play situation...and I have a lot to learn🙂

Greg is a Harvard trained negotiator and TV News Contributor that presents negotiation training to organizations like Merck Pharmaceuticals, Mercedes Benz, Bank of America, and Unilever. He also delivers insights on how to read body language to enhance the negotiation process.

Senior management in corporations, small business owners, and high-net-worth individuals call on me to enhance their bottom line.

I do so by providing negotiation and reading body language training that teaches attendees how to maximize any negotiation situation. To increase their abilities, I give examples and insights into ways emotional intelligence and micro expressions (unfiltered mental displays of emotion) can be used in a negotiation.

As a C-Suite executive, high-net-worth business professional, purchasing manager or small business owner, are you aware of the best strategies to use in a negotiation? Do you read body language accurately? Think of my LinkedIn profile site as a resource.

On my profile, you will find:

1) My tips, tools, and strategies for negotiating in tough negotiation situations.

2) Videos tips - You will also find video testimonials that showcase how I have helped organizations and high-net-worth professionals negotiate better.

3) My blog posts are filled with valuable negotiation insights.

4) My books, "Negotiating With A Bully", “Body Language Secrets To Win More Negotiations” - Can be purchased on Amazon!

Connect with me on my website www.TheMasterNegotiator.com and sign up for free tips and negotiation coaching session.

Specialties:

* A master negotiator & body language expert who is recognized by the media (including Fox Business News, MSNBC, ABC) for my negotiation and reading body language strategies and skills.

* Negotiation expert with an in-depth understanding of psychology, persuasion, and influence (key aspects in the art of negotiation.) In fact, I became one of NJ's most influential people!

Interviewing the Experts: Ty Crandall, CEO/Founder - Credit Suite

Ty Crandall, CEO/Founder - Credit Suite

3 Things You Will Learn:

-Ty's simple, yet brilliant process for figuring out what content to create.

-How he has scaled his business to 70+ people, which allows him to only work on the stuff he enjoys.

-How creating tons of helpful content leads to paying clients.

-BONUS: Hang in there till the end to hear the craziest morning routine you will find anywhere!

Ty Crandall is an internationally known speaker, author, and business credit expert. With over 17 years of financial experience, Ty is recognized as an authority in business credit building, business credit scoring and business financing.

He is also the author of two of the bestselling books on consumer and business credit. These include “Perfect Credit” and “Business Credit Decoded”. In addition, he has written hundreds of published articles relating to business credit. Ty is also often heard being interviewed on countless radio and TV programs, as well as news shows, across the country. He has been featured in Forbes, Entrepreneur and Inc.

He currently serves as the CEO at Credit Suite. With Credit Suite, Ty consults with and advises companies on business credit building and scoring. He has overseen the business credit building for thousands of clients and has helped create and grow the most credible business coaching operation in the United States. Ty has also created and coaches the largest business credit provider network in the world.

Outside of business, Ty is an avid pilot and sailor, spending much of his free time in the skies and water around Tampa. His favorite pastime is spending time with his family and playing with his two kids.

Interviewing the Experts: Marshall Townsend, Executive Leadership Coach - MT2Leadership

Marshall Townsend, Executive Leadership Coach - MT2Leadership

3 Things You Will Learn (this dude's energy is contagious!):

-What unique job he took, just to get better at sales and coaching .

-What he is doing to grow his business (traditional and digital).

-What book changed the way he looked at branding.

My core philosophy is that leadership is not an individual sport but a team sport. I don’t believe in leaders ‘taking action’ or ‘directing actions’ from the sidelines. Instead, I think the leader’s success multiplies when they ‘step into action’ and place themselves on the field of battle with their team. I used this approach to serve thousands of key leaders and organizations in the military, and it is the foundation of my corporate training programs. Before running my own coaching company, I had over 40 years of leadership and team-building experience with the US Military and foreign military organizations worldwide. I found that my unique experiences in creating and designing training, building teams, and challenging leaders are in demand by business leaders, corporations, and entrepreneurs as they work to accelerate their business and personal growth. As I transitioned from the military and the corporate world of government contracts, I found that many businesses and organizations are run by passionate and capable leaders. But unfortunately, I also found that these organizations lacked followers with the leader’s passion, drive, and sense of ownership in the company. It breaks my heart to see leaders and companies fail because leaders cannot empower their teams to become the dream teams they desire. Too often, this results in employees doing minimum work and demanding maximum wages while the company produces mediocre results and products. This is why I started MT2Leadership Executive Coaching services. I strive to help senior leaders develop an awareness of their organizations and diverse employees and staff while understanding how they fit together to create a world-class organization. As a result, I've become your one-stop shop to accelerate your leadership growth and help create passionate and dynamic teams that grow your company’s profits. You can sign up for my email list and receive my free 30-Days of Leadership and Positive Thoughts emails. I use my list to keep everyone informed about future events and opportunities to work with me.

Interviewing the Experts: John Reed, PhD, MBA, MCC Managing Principal -Quinn Reed Associates LLC

John Reed, PhD, MBA, MCC Managing Principal -Quinn Reed Associates LLC

3 Things You Will Learn:

-What tool he developed to help Executives look for coaches.

-John's unique process for coaching.

-What is the one question he asks that sets the tone for a coaching client.

John is an Marshall Goldsmith 100 Coaches member. Three organizations certify him as a master coach: Marshall Goldsmith Stakeholder Centered Coaching, the International Coach Federation, and the Association of Corporate Executive Coaches.

He founded and has been a Managing Principal since 2005 at Quinn Reed Associates. He has undergraduate and MBA degrees from Dartmouth and, as an organizational psychologist, a PhD from the University of Georgia with an internship at Emory University. A Navy veteran, he previously worked in the strategy practice of Accenture and the government practice of CGI.

He helps talented people excel further, serving C-suite leaders, partners, boards, executive teams, business founders and other professionals. John has 30 years of executive coaching and trusted leadership advising, executive assessment, leadership development, organizational change and strategy consulting experience globally in the aerospace, biotechnology, chemical, construction, consumer products, defense, education, energy, entertainment, environmental services, federal government, financial services, healthcare, legal, manufacturing, not for profit, pharmaceuticals, real estate, retail and technology sectors.

Organizations supported for example: 3M, Abbott Laboratories, AGCO, AIG, Aker Solutions, AlEn, ALLY Energy, AstraZeneca, BASF, Benteler, Black Hills Corporation, BP, Brock Group, Calpine, Cameron, CBRE, CDI Energy Products, Children’s National Medical Center, CIA, Citgo, Clock Spring/NRI, Comerica Bank, Comfort Systems, ConocoPhillips, Covalus, CVS Health, Diageo, Dover Industries, Duke Corporate Education, Duke University Medical Center, East West Bank, EGC Critical Components, Exelon, ExxonMobil, Flix Entertainment, Gulfstream Aerospace, Hines, HydroChemPSC, ION Geophysical, ITW, IvyExec, John Deere, Jones Lang LaSalle, KIPP Schools, Lloyd’s Register, LyondellBasell, Macquarie, Memorial Hermann Health System, NASA, NGP Energy Capital Mgt., NRG, Occidental Petroleum, Oil States Intl., Panasonic, PetroChina, Raytheon Technologies, Recall, Schlumberger, Seyfarth Shaw, Shell, Skadden Arps Slate Meagher & Flom, Songwon Intl., Stepan Co., Sunbelt Steel, Texas Children’s Hospital, The Cameron School of Business at the University of St. Thomas, The CapStreet Group, The March of Dimes, The Menil Collection, The Owen School of Management at Vanderbilt University, The Tuck School of Business at Dartmouth, The University of Houston, The University of Texas at Arlington, The University of Texas at Austin, The UT Health Science Center at Houston, Thomson Reuters, TransUnion, US Foods, Vinson & Elkins and WakeMed Health & Hospitals.

John is a Founding Fellow and Contributing Author of the Institute of Coaching at McLean/Harvard Medical School. His 'Pinpointing Excellence' books, for example, have been popular guides for evaluating and selecting coaches. He teaches MBA courses as an adjunct professor and contributes as a speaker and writer. He is the 2013-14 president and a member of the Society of Psychologists in Leadership, and a member of the Society of Consulting Psychology. His psychologist license was granted in 2000. In volunteering,

John cares about education and supporting children and veterans. He has a history of board service, for example as the 2016-17 president of an inner-city Houston school, the Nehemiah Center. He supports institutions including The Honor Foundation, The Tuck School of Business at Dartmouth, Dartmouth College and Deerfield Academy. He and his wife Perry Ann, a healthcare executive, have four grown children.

Interviewing the Experts: Giuseppe Grammatico, Franchise Consultant at GG - The Franchise Guide

Giuseppe Grammatico, Franchise Consultant at GG - The Franchise Guide

3 Things You Will Learn:

-How Giuseppe reverse engineers his process to match people with franchises.

-Even though franchise ownership is very successful, there three common mistakes that will tank your franchise.

-What two tools he swears by for his business.

BONUS: What Giuseppe would tell his 20 year old self (it's good and very Napolean Hill-ish🙂).

Giuseppe is a franchise veteran who simplifies the process of franchising and excels at guiding his candidates to the model that best suits them. His greatest joy is helping people realize the American dream and sharing the freedom that comes from franchising.

Franchising has allowed Giuseppe to enjoy the freedom so many hope for. Sharing his expertise with his candidates, learning about their goals and their lives, and guiding them towards their dreams are what lights him up the most.

Our Approach I help people find flexibility and freedom in their lives through franchising. As your guide I’ll help answer any of your questions about franchising based on a few pieces of information I need from you. Examples being, how much you are willing to spend or how many hours you want to work in or on your franchise.

Once I get to know you and we find out what you’re looking for, I create your very own personalized franchise model and show you which franchise opportunities best match your preferences.

The best part? It’s all FREE. No catch.

Interviewing the Experts: Stacie Riffert, President / Owner - Empowered Leadership LLC

Stacie Riffert, President / Owner - Empowered Leadership LLC

3 Things You Will Learn:

-The sweet spot Stacie found with her target market.

-The software that Stacie says she that made her life much easier with coaching her clients.

-The under $100 purchase that keeps her in shape while she works.

I believe that ambitious, creative, dedicated men and women can run a successful business and be great parents, spouses, friends and community members. I believe that we should pride ourselves on being something other than “busy”. I believe that we can find better, smarter ways of working so that we can be more present for the people and things that matter most to us in our lives.

I help fully-scheduled business owners who are passionate about seeing their business succeed, but also want to be present for their families. I work with them to provide the knowledge, tools and accountability they need to remove stressors, manufacture more time, empower their teams and generate more revenue. Together we make their business work better so it supports their dreams of success and enables them to live their best life.

Special Recognition:

Recipient of FocalPoint’s Alvin Law Award for coaching PepsiCo’s President’s Ring of Honor recipient, Recognized as a Top Woman in Grocery by Progressive Grocer Magazine. Stacie is a mom to two little girls who are boss babes in training and has run numerous half marathons. She holds a bachelor’s degree from Bucknell University and an MBA from Boston University. Stacie is an executive contributor to Brainz Magazine and is active in the community as a coach with Girls on the Run and an executive board member for her local Chamber of Commerce.

Interviewing the Experts - Orly Amor, Business Coach / Founder of the Speakers ANNEX

Orly Amor, Business Coach / Founder of the Speakers ANNEX

3 Things You Will Learn:

-What was her "Aha" (the moment, not the 80's band) that launched her speaking career.

-How she can guarantee her clients will make $150k in speaking in one year.

-What is the secret to becoming marketable as a speaker BONUS - Where is Orly's favorite place in the world for a speaking gig!.

Orly is a successful entrepreneur who has started five companies. As a corporate trainer, bestselling author, and international public speaker she has helped over 200,000 people around the world maximize their bottom line by tripling and quadrupling their sales. Her extensive experience as Certified Behavior Analyst has made her indispensable as a coach to many influential corporate leaders around the world and North America.

Her approach to Talent Acquisition and Employee Retention is relevant to the current economy and trends in the workforce. In addition to being a great public speaker herself, and a great networker for the past ten years, she has also helped Public Speakers, Authors, Coaches and Entrepreneurs create their Business Model for Public Speaking. Her gift is to show them how to monetize their craft by taking it seriously and having what she calls “Business in A Box for Public Speakers.” Thereby teaching them how to fish.

Orly has Published a few books ‘The Twelve Powers We Hold Within’ and ‘Public Speakers, You’re Not All That’ – 12 Reasons Why Event Planners Won’t Hire You. The Books became instant Bestsellers. The Sequel to the two books will be Launching Fall Of 2022. ‘Public Speakers You’re Still Not All That – How to Navigate the Paid Virtual Speaking Circuit’ and Mindset Mastery – Your Check Up from the Neck Up.’ speaks three languages fluently and has earned her MBA and Law Degree.

Despite the impressive education and success as a business woman, Orly remains remarkably humble, authentic and a very engaging speaker. In a nutshell, Orly Amor Delivers! Orly Amor always enjoyed speaking and helping people change their lives and impact their circle of influence wherever they go.

She was in Property Management for 25 years where she quickly established herself as a Subject Matter Expert; publishing two books on the subject and speaking on numerous occasions, but she did not feel that she was having an impact. In 2006,

Orly was asked to speak at a woman’s shelter on her life experiences and originally declined the invitation. After being invited several times she finally relented and agreed to speak. It was there she met a woman who wanted to end her life. After hearing Orly speak the woman decided to live and asked Orly to support her.

This was the impact Orly was looking for. Since then, Orly dedicated her life to impacting the lives of 200,000,000 people by helping them realize their own mission-based goals and dreams.

Interviewing the Experts: Shelley Smith, Founder & CEO - Premier Rapport

Shelley Smith, Founder & CEO - Premier Rapport

3 Things You Will Learn from This Conversation:

-Why Shelley will take one off clients.

-How she markets her coaching with daily messaging.

-The one indispensable tool she uses that makes her life easier.

Shelley D. Smith is a best-selling author, consultant, and Founder & CEO of Premier Rapport consulting firm. Her experience over the past 35+ years has earned her a reputation as the Creator of the Culture Inquiry in businesses all along the east coast, and beyond. Her success stems from the strength of her personal approach, asking tough questions to hone in on pain points and areas of growth opportunity.

A highly-sought after speaker and business culture inquiry consultant, Shelley asks tough questions to hone in on pain points and areas of opportunity for companies to grow. The most recent of her five published books, titled How to Avoid Culture Big Fat Failures (BFF), has rattled and disrupted corporate America in a highly effective manner. Her culture approach includes four phases: inquiry, analysis, creation, and curation. Numerous C-suite executives have tapped Shelley for her sharp insight and professional recommendations to shape the culture they’ve envisioned, increase profitability, decrease employee turnover, and retain top talent.

Companies of all sizes are taking note of Shelley’s ability to put out fires as well as cultivate a company culture which is more fire-resistant moving forward. The Premier Rapport consulting firm delivers authentic, focused, actionable, and measurable results in a timely fashion, with an emphasis on long-term solutions.

Find Shelley’s advice and wisdom in various publications, podcasts, DisruptHR events, SHRM events, and culture conferences, as well as her blog.

Interviewing the Experts - Larry Levine, Best-selling author of Selling from the Heart

Larry Levine, Best-selling author of Selling from the Heart

3 Things You Will Learn:

-What Larry learned from his very first sale that he still uses today.

-How he supercharged his business in 2018.

-The book recommendation that "rocked his world"

Larry Levine is the best-selling author of Selling from the Heart and the co-host of the Selling from the Heart Podcast. With 30 years of in-the-field sales experience within the B2B technology space, he knows what it takes to be a successful sales professional.

In a post-trust sales world, Larry Levine helps sales teams leverage the power of authenticity to grow revenue, grow themselves and enhance the lives of their clients.

Larry has coached sales professionals across the world, from tenured reps to new millennials entering the salesforce. They all appreciate the practical, real, raw, relevant, relatable and “street–savvy” nature of his coaching. Larry is not shy when it comes to delivering his message.

Larry is leading a revolution and a movement of authenticity, integrity, and substance in the sales profession. Larry believes people would rather do business with a sales professional who sells from the heart as opposed to a sales rep who is an empty suit.

Interviewing the Experts: Alan Cahn, Leadership Coach - Henley Leadership Group

Alan Cahn, Leadership Coach - Henley Leadership Group

3 Things You Will Learn from This Conversation:

-Why Alan has more success than most, by ending his coaching sessions with his clients.

-How discovering your "Why" makes everything else fall into place.

-How Alan made the real life Oregon Trail for himself.

Whether you work with Alan as your executive coach, leadership coach or as a participant in a training of several hundred, you can count on an engaging and transformational experience.

Alan has the gift of asking thought-provoking questions that get to the “heart of the matter” quickly. The leaders he serves are left engaged and ready to take action on what matters most to their leadership and to their lives.

Alan has over 35 years of experience in senior management positions in a global enterprise, being an executive coach, a trainer and a consultant. He has a demonstrated track record of success coaching leaders to realize breakthrough results, utilizing his unique talent for disruptive/context shifting interactions.

Alan brings a commitment to optimizing leadership performance and realizing professional fulfillment to each of his coaching clients. He can be counted on to bring joy to the client and the coaching process! Prior to his professional coaching career Alan hired, trained and mentored over 100 managers and leaders. He successfully launched and grew several new operation centers for an international training and development company.

He was known in this company as someone who could both design new products and processes as well as take failing parts of the enterprise and turn them into successes. His eye was always on the employees AND the bottom line. Alan holds a Bachelor in Science from Massachusetts Institute of Technology in Social Inquiry. He has post-graduate training and expertise in strategic design, business management and practical philosophy.

He is also a trained individual and group counselor. While Alan has deep expertise in business, he is also passionate about serving international non-profits. He gets great joy from helping them realize their missions and elevating the culture of the organization.

Interviewing the Experts - Peter Raber, President AFI - Aldebaran Financial Insights

Peter Raber, President AFI - Aldebaran Financial Insights

3 Things You Will Learn :

-What is the one thing that separates them from other firms and how it's an advantage?

-What marketing methods they have embraced to grow their firm.

-How he got started as a financial advisor at the ripe old age of 11.

My experience in the investment world started during elementary school when I would be an office brat with my father during his time as the head of numerous trust departments for various banks in the Tri-Cities.

This continued throughout my primary education and increased when my father started his own business, Aldebaran Financial Inc.

In addition to working for Aldebaran through the summers of high school, I worked as an intern for Prudential Securities in Charleston WV for a number of weeks in that time. Prudential was bought out by Wachovia and subsequently Wells Fargo.

I worked in various capacity for Aldebaran through my time at Emory and Henry College and began working full time on a regular schedule two days after my graduation in 2003.

Since then I have worked closely with my father in helping build Aldebaran into one of the largest money managers in east Tennessee. Specialties: investments, mutual funds, stocks, bonds, fixed income, portfolio construction, asset allocation.

Interviewing the Experts - Bill Humbert, Owner/Speaker, Published Author of Three Books

Bill Humbert, Owner/Speaker, Published Author of Three Books

3 Things You Will Learn:

-What counterintuitive recruiting tips you need to implement today

-Bill has the greatest recruiting story I've ever heard

-What one book does he recommend (and it's a repeated recommend on this series)

Nationally known as an engaging speaker, expert talent attraction consultant, and career transition professional with 2 published books (third book soon to be available via pre-sales), Bill is looking forward to meeting you!

He has talent attraction experience since 1981, contributing to the success of companies by attracting top talent – and training clients to attract top talent after his engagement is complete. Bill’s talent attraction consultant business is unique within the United States. Bill works with one company at a time and charges a flat monthly fee for recruitment and top talent consulting. Therefore, his clients span many different industries and locations.

He is a national member of the National Speakers Association who motivates his audience to learn methods to improve their productivity while enjoying their job. Talent acquisition is more difficult than top talent attraction. The outcome of his speech, Make Your Company ROAR (Recruit, Onboard, Actuate, and Retain), is higher success attracting top talent and retaining them as part of an engaged workforce.

His speeches are conversations with his audience. He loves to meet members of the audience prior to a speech to learn their views of a topic and address areas of concern during his public conversation. All speeches are customized, so clients receive the best outcome from their engagement with RecruiterGuy. He is a desired national television guest with over 102 television interviews including on CNN Headline News, third party eBook author, podcast guest, and national radio guest.

He creates new content upon request from his clients. He is passionate about his topics, including proper goal setting where he discusses how he set a goal to hitchhike from Washington, DC to Los Angeles, CA in 5 days – and was successful in both 1969 and 1970. Then translate proper goal setting to increase employee engagement. Remember, a goal setting and achieving employee is, by definition, an engaged employee. Raise your company’s productivity with engaged employees! For an engaged audience and engaged employees, Contact Bill Humbert for a conversation with him directly.

Interviewing the Experts: Myrna King, Coach | Consultant | Co-Founder - A Life Aligned

Myrna King, Coach | Consultant | Co-Founder - A Life Aligned

3 Things You Will Learn :

-How to qualify clients before taking on someone that you have to fire later.

-How she uses meditation to improve her performance

-What is the best purchase under $100 she's ever made for her coaching business.

Business and Life Coach Myrna King is a thought leader in the realms of coaching, leadership, spiritual practice, and personal development. She is passionate about project-based and life alignment coaching for clients who are motivated to achieve results. Myrna actively listens to her clients and identifies the gap between where a client is today and what they ultimately want to achieve, then develops a plan to cover the distance. She helps determine project tasks and provides accountability and analysis, as well as insight that helps to strengthen and inform clients of their internal resources. After ten years of consulting in high tech and financial services, Myrna launched A Life Aligned to help clients align with their personal mission and life purpose. A life aligned is one that is authentically and deliberately being lived according to the client’s own spiritual and personal principles. As a business coach, she helps clients take their companies to the next level, specializing in creating project plans and breaking them down into linear steps, and is often called in to revitalize a stalled project, or help create a new beginning. As a life coach, she helps clients meet their key personal goals, like improving relationships, increasing personal wealth and abundance, and reducing stress. She teaches EFT and Kriya Yoga meditation for individuals seeking to add these self-support methods into their daily lives. Myrna has been committed to community service throughout her life, working with the American Heart Association, Rebuilding Together, the Junior League, and various church organizations. She loves reading and enjoys more than 50 book titles per year.

Interviewing the Experts: Cheryl Thacker, CEO & Founder - Successful Coaches Enterprise

Cheryl Thacker, CEO & Founder - Successful Coaches Enterprise

3 Things You Will Learn :

-What she does differently to generate leads that closes clients at an average of 18%.

-Why certifications actually matter in a coaching business

-What is her favorite books on getting your mind right!

I am a Master Board Certified Coach and I work with coaches to help them create freedom in their lives by building successful, sustainable businesses. I am PCC Credentialed through the ICF and BCC Credentialed through the Center for Credentialing and Education. A little about my journey... Towards the end of my 25+ years in the corporate world, I found myself working 60 – 70 hours a week, raising 3 kids who I barely saw, and not participating in life. I never had time for anything. My health was tanking and my personal life was a mess. I knew I couldn’t do it for much longer and I craved freedom so much I would cry in the mornings, knowing I had to look forward to the same kind of pressure and stress I had the day before! I wanted freedom to spend time with my kids, freedom to choose when and how long I worked, freedom to choose how I spent my free time, and freedom to live life on my terms. I took the leap to become a recovery and relationship coach and go into business for myself and to be totally transparent. It was rough. I didn’t know what I was doing half the time, and I struggled for almost 3 years. But, I was fortunate as well. Most coaches never make it past getting their certification. They don’t have business knowledge. They continue to struggle to leave their full time JOB, to have the freedom of running their own business, to spend time with their families, and to have control over their time and life. And although I wasn’t where I needed to be, I was blessed to have been able to create some freedom in my life with my business background and my coaching skills. The biggest key was finally hiring my own coach. If there is one thing I would do differently back then, it would be to hire a coach right from the get go, hands down. Because once I did, it was like night and day in my business and in my personal life. Later, when I was asked to take a position of Training Director at the school where I received my certification, World Coach Institute, I was thrilled to be able to give back. But as more and more students went through the programs, I saw a gap that needed to be filled. It It broke my heart when coaches would come to me 2-3 years after their training, discouraged, still in the same place, with no idea how to move forward and make the transition from their day job. I knew I could help. That’s when it hit me that my real passion was helping people like you. Today, what really lights me up is being able to show coaches, through my experience, how to overcome these obstacles, enhance their coaching skills, and create the business they dream about so they can leave their JOB and create a life of freedom.

Interviewing the Experts - Marguerita (Rita) Cheng, co-founder, and CEO of Blue Ocean Global Wealth

Marguerita (Rita) Cheng - CEO Blue Ocean Global Wealth

Marguerita “Rita” M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor® (CRPC), a Retirement Income Certified Professional® (RICP) and a Chartered SRI Counselor (CSRIC®). An in-demand financial writer and speaker, Rita has contributed her expertise to numerous media outlets including Forbes, The Wall Street Journal, CNBC, Reuters, Kiplinger, Investopedia, Entrepreneur, Huffington Post, U.S. News and World Report, Time, Yahoo! Finance, NerdWallet, Financial Advisor, Be Inkandescent, and more. In 2021, she was named the #7 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC). Rita is also a recipient of the prestigious Japanese Monbukagakusho Scholarship.

As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Rita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). Rita is also a past spokesperson for the AARP Financial Freedom Campaign.

Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).”