The Sea Captain Leadership Podcast

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My Virtual COO with Devon Volker and Jennifer Goldman

Thu, 08 Jan 2026 09:00:00 -0500

On this episode of the Sea Captain Leadership Podcast, host Phil Bender is joined by Devon Volker and Jennifer Goldman, the dynamic leaders behind My Virtual COO and new Affiliate Partners of Sea Captain Performance.

My Virtual COO helps businesses stop struggling and start improving by transforming operations into a true growth engine. Through a powerful blend of coaching, consulting, and fractional COO services, Devon and Jennifer help leaders gain traction, build accountability, and scale sustainably—especially in today’s fast-moving environment shaped by technology and AI.

In this conversation, Phil, Devon, and Jennifer explore how operational clarity, human-centered leadership, and adaptive systems are redefining what it means to lead well.

Key Topics Covered:

The My Virtual COO Mission
How My Virtual COO was founded in 2005 and how its mission—“Stop Struggling, Start Improving, Reach Your Vision”—has evolved alongside modern leadership challenges.
The Trifecta of Growth: Coaching, Consulting, and SaaS
Why true transformation happens when leadership coaching, strategic consulting, and the right technology work together—and where clients see the biggest breakthroughs.
The Human Side of Operations
How culture, communication, and trust must evolve alongside systems and processes to create lasting operational change.
AI, Technology, and Fluid Recalibration
Jennifer introduces the concept of “fluidity around recalibration” and explains how leaders can responsibly integrate AI while staying aligned with their values and people.
The Three P’s Framework
A foundational model for sustainable growth—and how leaders can quickly identify which area is out of alignment inside their business.
Aligning People, Processes, and Providers
My Virtual COO’s approach to sequencing outsourcing partners, technology platforms, and workflows to drive growth without chaos or burnout.
Partnering with Sea Captain Performance
Why this affiliate partnership expands what’s possible for advisors and leaders—and how leadership coaching and operational strategy together create a powerful competitive advantage.

About Our Guests

Devon Volker and Jennifer Goldman are the founders of My Virtual COO, where they serve as trusted operational advisors, coaches, and strategists to growing organizations. Their work helps leaders move from friction to flow, turning complexity into clarity and vision into execution.

About the Podcast

The Sea Captain Leadership Podcast is hosted by Phil Bender, CEO of Sea Captain Performance, where we help leaders chart a clear course for growth, culture, and impact.

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https://free.myvirtualcoo.com/roles_and_responsibilities

My Virtual COO

Website: https://myvirtualcoo.com/

Company LinkedIn: https://www.linkedin.com/company/myvirtualcoo/

YouTube: https://www.youtube.com/c/Myvirtualcoo

Jen LinkedIn: https://www.linkedin.com/in/jennifergoldman/

Devon LinkedIn: https://www.linkedin.com/in/devon-volker/

Unlocking Purpose & Meaning with Danny Kenny

Thu, 18 Dec 2025 09:00:00 -0500

On this episode of The Sea Captain Leadership Podcast, host Phil Bender sits down with Danny Kenny—leadership and performance coach, behavioral scientist, former college soccer player, and facilitator with organizations such as Inspirecore and the McChrystal Group.

Danny’s story is one of identity, resilience, and meaning. After years of defining himself through athletic performance, the end of his playing career sparked a profound personal transition. That journey led him into the world of behavioral science, human performance, and leadership development—ultimately shaping a mission to help others “unlock their lives” and pursue aligned, purposeful success.

Together, Phil and Danny explore how performance is built, how identity evolves, and how leaders can move from striving to living with intention, authenticity, and clarity.

What We Discuss

The Making of a Coach

How Danny’s early experiences in sports shaped his view of teamwork, discipline, and leadership—and how those lessons became the foundation of his coaching approach.

Behavioral Science Meets Human Potential

Danny shares why he pursued a PhD to understand why people act the way they do—and how research-based insight informs real, human-centered development.

Learning Design as Leadership Work

A look at Danny’s approach to designing learning experiences—from intentional agendas to behavioral systems—and why structure matters in real change.

Identity After Sports

When the cheering stops, many athletes face a loss of direction. Danny opens up about his own transition and how that experience now fuels his work helping others navigate major life and career shifts.

Unlocking Meaning & Purpose

We discuss the shift from high performance to aligned performance—where success is not just measured, but felt.

Danny shares how he helps individuals reconnect to meaning, values, and self-leadership.

The Work Ahead

Danny reflects on the projects that inspire him today—from coaching leadership teams to writing his Seeking Wisdom newsletter—and shares his vision for helping people make work more human, fulfilling, and alive.

Key Takeaways

Performance isn’t just skill—it’s identity, purpose, and environment.
True growth happens when we ask who we are becoming, not just what we’re achieving.
Learning design shapes behavior change; change doesn’t happen by accident.
Transitions are invitations—opportunities to redefine what matters most.
Leadership begins with self-awareness and expands outward through intentional influence.

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Newsletter (Seeking Wisdom on Substack)

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Inspirecorps

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AI for Visionary Leaders with Eric Doherty

Thu, 04 Dec 2025 09:00:00 -0500

On this episode of The Sea Captain Leadership Podcast, Phil Bender sits down with Eric Doherty, President & CEO of DPE International, a global AI and healthcare consulting firm. Eric’s career has spanned pharmaceutical leadership, medical device commercialization, global business development, and now the rapidly evolving landscape of artificial intelligence.

Rooted in a childhood surrounded by science and medicine — with a pharmacist father and microbiologist mother — Eric has dedicated his work to helping organizations harness data, technology, and innovation to drive better decisions and improve lives.

This conversation explores how AI is reshaping entire industries, what leaders must understand about navigating disruption, and the mindset shifts required to move from reaction to vision.

What We Discuss

From Healthcare Foundations to Global Strategy

Eric shares how his upbringing and early career in healthcare shaped his understanding of how systems function — and why change often requires rethinking those systems from the ground up.

Founding DPE International

Eric explains the problem his firm set out to solve: helping organizations not just adopt technology, but integrate it strategically. The role of AI has dramatically expanded in that mission.

AI as a Catalyst — Not a Replacement

We explore how AI is currently impacting healthcare, pharmaceuticals, and digital health — including which applications matter now and which are still emerging.

Leadership in an Era of Disruption

Industries are shifting fast. Jobs are changing. Efficiency is increasing — sometimes painfully.

Eric and Phil discuss:

Why adaptability is now the defining leadership skill
How transparency and communication shape trust during change
How to ensure transformation is human-centered, not just cost-driven

Navigating Change Without Losing Culture

From COVID diagnostic systems to AI-enabled workflow design, Eric reflects on lessons in resilience, clarity, and guiding organizations through uncertainty.

Preparing for the Next Decade

Eric offers grounded, strategic guidance for leaders who want to remain relevant:

Stay curious
Invest in systems, not just tools
Lead from values, not fear

Key Insights

AI is not about replacing people — it’s about elevating human intelligence with better data and better systems.
Leadership during disruption requires clarity of mission, not just efficiency.
The organizations that thrive are the ones willing to rethink how they work — not just what they do.

About The Sea Captain Leadership Podcast

Hosted by Phil Bender, Founder & CEO of Sea Captain Coaching, this podcast explores the systems, habits, and decisions that empower leaders to build alignment, grow intentionally, and create lasting impact.

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Everything Recruiting with REKROOT

Thu, 20 Nov 2025 09:00:00 -0500

The Origin Story

Kim and Morgan first met in high school and stayed connected through early career chapters in financial services.
Rekroot began as a coaching and consulting firm before evolving into its signature recruiting and recruiter development model.

The Four Components of Rekroot’s Work Today:

Coaching
Consulting
Recruiting
Recruiter Development & Placement Support

Their model is intentionally integrated—designed to help firms not just hire, but hire well and sustainably.

A Recruiting Program That Actually Works

Rekroot’s placement fee includes a year-long training program after the recruiter has been hired.
This long-term development model is designed to build confidence, skill, and clarity around the recruiting function.
The result: average recruiter retention of ~3 years, compared to the industry norm of about one year.

Why Contract Recruiting Matters

Rekroot pioneered contract recruiting for financial services firms before it became common.
The goal: allow firms to scale responsibly while testing and developing recruiting capacity before committing to full-time roles.

The Power of Transparency

One of Rekroot’s core business principles is direct and real feedback.
Transparency accelerates alignment between leadership expectations and recruiter performance.
It also builds trust and strengthens long-term partnerships with client firms.

Leadership & Mentorship

Kim and Morgan share the mentors and leaders who shaped them—and how modeling confidence, clarity, and empowerment has defined their firm’s culture.
Their work is rooted in helping others see who they can become, not just who they are today.

About The Sea Captain Leadership Podcast

Hosted by Phil Bender, CEO of Sea Captain Coaching, this podcast explores leadership, growth, culture, and the systems that bring vision into reality—especially within entrepreneurial financial services.

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Website: https://rekrootpartner.com

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The Voyage: The Adventure of Your Lifetime

Flawless Not Perfection with Boo Boucousis

Thu, 06 Nov 2025 09:00:00 -0500

This podcast features Christian “Boo” Boucousis, a former Australian fighter pilot who’s turned his elite aviation mindset into a framework for high performance and leadership.

Boo is now the CEO of Afterburner, and his journey is one of transformation — from being diagnosed with ADHD and a debilitating auto-immune disorder, to becoming a human behavior specialist, strategist, and sought-after keynote speaker.

He’s proof that excellence isn’t born — it’s built.

Key points:

Boo is neurodiverse and grew up with ADHD, and Phil and Boo talk about why these experiences with adversity gave Boo an edge as a leader.
Phil and Boo dive in to the unlikely transition from the precision and discipline of being a fighter pilot and moving to the complexity of running a business and advising global leaders.
The Get It Done (GID) Mindset is one that Boo embraces.
The Flawless Leadership model is a framework that emphasizes speed, alignment, and adaptability.

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Connect with Christian “Boo” Boucousis

Website: https://callmeboo.com

AI Agent (Ask Boo’s book questions): https://ai.afterburner.com

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Bold Moves & Brilliant Outcomes with Jevon Wooden

Thu, 23 Oct 2025 09:00:00 -0500

This podcast features Jevon Wooden of Bright Minds Consulting.

Jevon is an Bronze Star–awarded Army veteran turned leadership advisor, keynote speaker, and coach. He partners with organizations and entrepreneurs to increase retention, strengthen leadership, and build cultures that drive growth.

And now, Jevon is inspired to live a life leading others to be their best version of themselves.

Key points:

Jevon inspires others to accelerate their growth by leading with empathy.
Jevon served in Afghanistan, where he worked in the technology field. He didn’t want to continue with a career in the technology sector, so he looked elsewhere, and coaching is what caught his eye. He became ICF-certified, and then took advantage of professional coaches himself to overcame his own depression and help manage his PTSD.
Listen in and hear Jevon and Phil discuss Vulnerability as a Super Power and Mistakes as Growth in Disguise.

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https://brightmindconsultinggroup.com

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In Sickness and In Strength

Fri, 10 Oct 2025 10:00:00 -0500

This podcast features Kim and Joe Koenig, who have been married for more than 30 years and have three sons and two grandchildren.

Joe is president of World Wide Technology in St. Louis. He joined the company in 1993 when it was a startup. Today the company is a global technology solutions provider with more than $20 billion in revenue.

Kim holds a Masters in Public Administration and after a career in Community Development and serving as CEO of their home, she now serves as Director of Strategic Initiatives of St. Louis’ Jesuit High School, De Smet.

Along with having successful careers, a strong marriage and raising a family, they have battled possibly their biggest challenge of all: Joe’s cancer diagnosis. He was diagnosed with head and neck cancer in 2017 and given a 50 percent chance to live beyond five years.

Key points:

This is a truly inspirational story you won’t want to miss.
Joe and Kim took this adversity, overcame it, and are transforming it into good. Not only did they beat the cancer, but they are helping others who are walking a similar path.
Joe and Kim now share their story and are living testimony proof that resilience, perseverance and positivity serve as a backbone for building a foundation for going toe-to-toe with serious health challenges and overcoming adversity in general.

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Scaling Your Partnership with Nora Partners

Thu, 25 Sep 2025 09:00:00 -0500

This podcast features Gray Rudd, who along with Josie Secola, spearhead NORA Partners.

Nora Partners is an Operations Consulting Firm that helps financial services firms bridge the gap between where they are and where they want to go.

Key points:

The Consulting group works with financial services ensembles and partnerships to refine operations, optimize client experience, and focus teams to help them scale their practice and prepare for exponential growth.
Phil and Gray talk about “Scale” and how to recognize the need for Ensembles and Partnerships to develop it.
Nora not only works on Scale with its clients but also Leadership of their firms, which includes Vision, Values and Designing Training. FA’s can be really great at selling and managing clients, but NOT running a business.

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Nora-Partners.com

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Measuring Client Event Success with Event Advisors

Tue, 09 Sep 2025 04:00:00 -0500

Elyse Stoner and Angela York discuss how their firm Event Advisors transforms routine Financial Services events into tailored and powerful relationship-building experiences on this podcast.

Event Advisors helps create and host client events that are not only lavish, but meaningful. Their philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients.

Phil and the pair discuss how focusing on client-focused goal-setting, intricate planning, and thorough follow-up ensures each event moment resonates with your attendees and fosters genuine relationships, even after the event ends.

Key points:

Angela and Elyse focus on incorporating the concept of ROM, or Return on the Moment in your business.
The pair share a few tips to consider when planning an event for clients.
Elyse and Angela work with existing administration and their teams on their events, or can plan an event from start to finish. Their website reflects the scope of their business and the different packages they offer.

https://event-advisors.net

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The Voyage

Sales Tips from the Coaches Coach with Gretchen Hydo

Thu, 21 Aug 2025 09:00:00 -0500

Gretchen Hydo is a Master Certified Coach (MCC), keynote speaker, and industry-leading mentor known for helping high-achievers break free from the internal rules and roles keeping them small—so they can lead boldly, live truthfully, and create lasting success. She is also the founder of Gretchen Hydo International.

Specializing in business, life, career, and coaches coaching she helps people from all walks of life who are ready to make significant and substantial changes.

Gretchen has spent nearly 20 years working hands-on with individual clients and notable companies. Before becoming a certified Master Coach, Gretchen launched and operated a successful public relations firm, Chatterbox PR Ink.

She is a frequent speaker, trainer, and executive coach. Gretchen also is the author of the book Break Free From Your Dirty Little Secret: A Ten Stage Secret Breaking System to a New You.

Key points:

Individuals get trained to be coaches, but don’t necessarily get trained in how to run their coaching practice and business.
Gretchen talks about how to pivot from being a coach to running a coaching practice. And what are the biggest challenges individuals have when running their practice?
Gretchen offers sales tips for coaches on selling themselves.
Gretchen’s contact information and links to her website is included below.

Connect with Gretchen Hydo

Connect with Phil

Get Gretchen’s Connection Call Scripts: https://go.gretchenhydo.com/connection-call-scripts-download

Take a look at Gretchen’s Stairway to Six Program: From Client Enrollment to Close - Build Your Six Figure Sales Strategy Start to Finish - https://gretchenhydo.com/stairway-to-six-accelerator/

Join Gretchen’s Coaching for Coaches Facebook Group. https://www.facebook.com/groups/coachingforcoaches

If you would like to connect with Gretchen, please email her at Coach@gretchenhydo.com

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Overcome and Win with Steve Hunsicker

Fri, 08 Aug 2025 10:00:00 -0500

This edition of the Sea Captain Leadership Podcast features Steve Hunsicker, who has just joined Sea Captain Coaching as a marketing and leadership coach.

He has more than 30 years of experience leading cross-functional teams and partnering with C-suite executives across world-class brands like McDonald’s, Boeing, Burger King, and the Chicago Mercantile Exchange.

Key points:

Steve and Phil talk about why Steve is passionate about helping others unlock their full potential, ultimately choosing to become a Certified Professional Coach and Energy Leadership Index Master Practitioner (IPEC).
Steve’s coaching style is rooted in deep listening, encouragement, and creating accountable action plans that lead to measurable results.
Steve is first and foremost a Performance Optimization Coach and his motto is “I Lead with Kindness.”
Phil and Steve talk about Steve’s wellness journey, which significantly shaped who he is today.

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The Voyage

The Voyage: The Adventure in Your Lifetime with Laurie Baughman

Thu, 24 Jul 2025 09:00:00 -0500

This podcast features Phil and Laurie Baughman discussing the background of and the vision for their newly published book, The Voyage. The Voyage – The Adventure in Your Lifetime is an inspiring book for anyone who dares to dream of a visionary life filled with purpose, success, and adventure. Through a captivating narrative, readers are invited aboard the journey of a rugged Sea Captain as he reflects on the winding course of his own life—its triumphs and trials, victories and losses—and the wisdom he gained along the way.

Key points:

A little over a year ago, Phil and Laurie joined forces to begin producing motivational teaching materials for budding student leaders and entrepreneurs. The Voyage was released this past April on Amazon, and they’ll be presenting to students in the University of Missouri’s Business School beginning this fall.
Phil and Laurie talk about how they decided to work on this project together and their vision for the content in their book.
The book is designed for nurturing leadership in young adults.

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LaurieB9363@gmail.com

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Driving Mizzou Sports Leadership with Laird Veatch

Thu, 10 Jul 2025 09:00:00 -0500

Laird Veatch became the Athletic Director for the University of Missouri in 2024. Before that, he was Athletic Director at the University of Memphis. He originally hails from Manhattan, Kansas, where he went to KState and was Captain of the Football Team. He then went on to the University of Texas and began his administrative career while earning his master's degree.

Laird began working at Mizzou in 1997, managing the Tiger Scholarship Fund, and then went on to positions at Iowa State, Learfield Sports, KState, University of Florida, Memphis and finally back to Mizzou last year.

Key points:

Laird talks about how his playing days at KState prepared him for his current role.
He talks about the projects worked on at Florida and Memphis.
Laird and Phil talk about building and creating culture.

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Wellness as a Compass in Your Career with Ambeka Khadse

Thu, 19 Jun 2025 09:00:00 -0500

Ambeka Khadse is the Founder of Flourish Compass, which offers wellness-centered leadership programs that integrate self-management with core leadership skills to drive organizational success.

Key points:

Ambeka has over 15 years of talent development experience within Fortune 50 companies, AND nearly two decades in wellness as a yoga practitioner and teacher.
Her experience differentiates her from her competition by providing a unified focus on leadership elevation as well as self-management to ensure that individuals are equipped to manage all aspects of their daily lives.
Ambeka’s Prime to Prosper Program is a new workforce readiness virtual program she pioneered. The Program walks participants through key skills to embrace and implement starting from Day One of their employment.

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The-Flourish-Compass.com

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Abundance, Balance and Business with Claire Myers Vitale

Thu, 05 Jun 2025 04:00:00 -0500

Claire Myers Vitale spent more than a decade as a recruiter at a Fortune 100 Firm before she put on her entrepreneur hat and began her own firm: Claire Myers Consulting, a boutique recruiting firm headquartered in Sonoma, California. It operates nationwide, placing candidates across a variety of sectors, from Financial Services, Technology to Wine Production. Claire has a real appreciation for connecting remarkable talent with organizations that recognize and cherish their unique skills.

Key points:

Claire’s mission is simple: help you discover your needs, find top-notch talent, and implement innovative strategies to attract and secure your dream candidates.
"If I can successfully recruit top people to take the risk of starting a business, I could certainly find the best candidates for less entrepreneurial roles,” Claire has said of why she chose to open her own business.
Claire talks about some of the challenges she’s faced as being the leader of her own firm.

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ClaireMyersConsulting.com

CMCRecruiting.com

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Train to Lead with Christian Muntean

Thu, 22 May 2025 09:00:00 -0500

Christian Muntean has a rich background in business strategy and leadership and is the author of Train to Lead and the founder of Vantage Consulting. He has guided leaders and organizations through significant transformations toward growth and efficiency. His deep understanding of leadership and organizational dynamics comes from extensive experience in international disaster relief and community development, across more than 40 countries.

Key points:

Roughly two-thirds of all leadership successions fail and that most leaders don’t become leaders because of their leadership knowledge or skill.
You also have said that most people who hire leaders aren’t even sure how to evaluate whether a leader really knows how to lead.
Christian’s expertise spans transforming leadership identity, applying athletic principles to leadership, building resilience, fostering high-performance teams, and systematic leadership development for sustained success.

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TrainToLeadBook.com

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Wildcat Leadership with Rob Heil

Fri, 09 May 2025 04:00:00 -0500

KState’s Senior Associate Athletics Director for Development, Rob Heil, is our latest guest on the Sea Captain Leadership podcast. Rob grew up in the Kansas City area and went to KState for his undergraduate and graduate degrees. He’s back where it all began.

Key points:

Rob started your career at KState as an Athletics Marketing intern and as a Basketball Team Manager, doing tasks such as recording games and washing jerseys.
His position in marketing and development at the University of Texas at Austin challenged him so he was prepared for a development position when he returned to KState in 2017.
Rob talks about how he missed working in athletics, how his identity was tied to college athletics, and how it is to be back where it all began.
He has four team values that are non-negotiable and talks about those in the podcast.

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Breathing Fire Into Your Business with Thomas Howard

Thu, 17 Apr 2025 09:00:00 -0500

Thomas is a Business Development Manager at Supporting Strategies. He is a seasoned financial industry professional with over 30 years of experience in business development. His background includes 21 years in retail banking and 17 years in management roles. Thomas builds trust-based relationships with his clients that drive business growth.

Key points:

Supporting Strategies provides outsourced virtual bookkeeping, accounting and operational support services.
He is on the Leadership Advisory Council for E-for-All/EparaTodos of Merrimack Valley near his home in Newton, NH. The non-profit supports early-stage entrepreneurs in under-served communities with a 12-week accelerator program to teach them how to run their businesses.
Thomas is involved in the Pheonix Swords, and does performances that include historical martial-like stage combat and fire.

ThomasHoward@SupportingStrategies.com

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781-424-2204

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Leading with Values with Sarah Carlan

Thu, 03 Apr 2025 09:00:00 -0500

Sarah Carlan is the latest guest on the Sea Captain Way. Sarah is a therapist, leadership coach and career satisfaction mentor who helps her clients rediscover an internal sense of power that cannot be shaken by external events. She holds coaching certifications from Brown University School of Professional Studies and International Coaching Federation.

Key points:

Sarah talks about her coaching and group facilitation for purpose-driven people and organizations.
The three discuss boundary setting, defining value and finding more ease at work.
Sarah offers insights and guidance to understanding your values and how they can help measure the metrics of success.

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www.SarahCarlan.com

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From Stroke to Success with Roderick Jefferson

Thu, 20 Mar 2025 04:00:00 -0500

Internationally recognized business speaker and stroke survivor Roderick Jefferson is our latest guest on the The Sea Captain Way. He has shared his dynamic voice at a variety of events including keynotes, guest lectures, webinars, podcasts, and domain expertise panels for companies such as American Express, Oracle, Cisco, LinkedIn, Salesforce, SAP, Uber and Zoom. He is also the author of the Amazon #1 Bestselling book, Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence.

Key points:

One of Jefferson’s keynote speaking topics is titled “The 2% Mentality,” and it’s about overcoming life’s obstacles. Jefferson talks about how he overcame a near-fatal stroke and made a full recovery.
As part of Jefferson’s sales enablement coaching and training, he helps his clients convert prospects into customers. This involves breaking down the complexity of the buying and selling process through scalable, measurable and repeatable practices.
Inconsistent execution can doom even the strongest sales initiatives and strategies.
Jefferson is an acknowledged thought leader in the sales enablement space. He wrote a book that was an Amazon #1 Bestseller titled “Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence.”

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Linktr.ee

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Build a Better Culture with Tom Schin

Mon, 10 Mar 2025 09:00:00 -0500

Tom Schin is the Owner of Build a Better Culture, which helps clients with employee engagement, leadership development, company culture, people strategy and recruiting through one-on-one training or group workshops.

Key points:

Build a Better Culture conducts Culture Audits.
Tom call himself an “Engagement Engineer.”
Strong leaders help drive higher employee engagement, increase productivity and foster a better and more inclusive workplace culture.

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Always Stay on Offense with Ben Miller

Fri, 21 Feb 2025 04:00:00 -0500

This latest episode features Sea Captain Coach Ben Miller, a Leadership and Performance Development Coach dedicated to helping his clients unlock their potential and lead with purpose.

Key points:

His experience includes building high-performing teams, enhancing client effectiveness and driving measurable outcomes.
Prior to joining Sea Captain Coaching, he was a Managing Partner and Chief Development Officer at a Fortune 100 company for more than 20 years.
Ben holds a Private Pilot License and also was a Big 10 college wrestling official. Ben talks about the most challenging match he ever refereed.
Ben is guided by his mission to “Teach Others to Live with Great Purpose.”

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Core Management with Keith Willis

Thu, 06 Feb 2025 09:00:00 -0500

Phil and Greg are joined by Keith Willis, the President and Founder of Core Management Training, on this episode of the Sea Captain Way. Keith has translated his experience as a Captain in the US Army into being a sales trainer, strategist, and a leadership expert.

Key points:

Keith has invested his time and energy into understanding how high achievers perform and the strategies they use to achieve their goals.
As a Captain in the US Army, Keith worked with some of the best and brightest leaders in the military, building teams that consistently rose to the challenge.
Companies often hire Managers from outside the organization who don’t know the culture with the hopes they will be effective leaders. Because there is typically no strategy for development, the Managers struggle.
A recent Gallup survey that says 53% of workers felt that they were not engaged with their employers. It is estimated this led to $1.9 trillion lost productivity in 2023.

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Investment Banker to Rancher with Erik Abraham

Thu, 23 Jan 2025 09:00:00 -0500

This podcast features Erik Abraham, a Managing Partner at EJA Holdings and a Founder of Abraham Ranch, a non-profit dedicated to rescuing farm animals such as horses, cows, goats and pigs.

Key points:

Erik worked as an entrepreneur in the oil and gas industry in Wyoming, Colorado, and Nebraska. Erik talks about what that experience was like and how he was able to succeed.
Erik and his wife Katie have a passion for animal welfare and founded Abraham Ranch in Clarkston, Michigan, a northern suburb of Detroit. Abraham Ranch is a non-profit organization dedicated to the rescue of farm animals, all of which reside at the 140 acres of property.
Abraham Ranch also serves as a resource for education about animals, nature and the environment as well as a retreat destination for humans who need to reconnect with nature. One of the ways Erik and Katie give back to the community is by working with a Foundation called 42 Strong. The Foundation was established as a peer-to-peer mentoring program after a school shooting in his area a few years ago.

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Abraham Ranch

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Hiring and Acquiring with Eddy Ricci

Thu, 09 Jan 2025 09:00:00 -0500

Eddy Ricci, a founding partner of Lead Advisor, LLC., a wealth management consulting and talent acquisition firm, discusses his thoughts on acquiring the highest level job candidate on our latest podcast.

Key points:

Lead Advisor provides industry insights, career strategies and professional development resources for wealth management professionals.
He has also founded and operates other consulting firms focused on professional development, recruiting and acquisitions for businesses outside of the wealth management space.

Eddy reads a business or leadership book each month and summarizes it for his closest contacts and clients.

https://www.lead-advisor.com

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Jazzy Communication with Jenn Quader

Thu, 19 Dec 2024 09:00:00 -0500

This podcast features the talented Jenn Quader, the President & CEO of The Smart Agency, which is committed to advancing commercial real estate and financial services through effective communications. Her belief is that the way to get what you want is to ask for it!

Key points:

Jenn started her career as a professional theatre actress. She grew up in a family of musicians in North Carolina and her family had its own television show. A jazz vocalist, Jenn just finished an album of jazz standards in collaboration with her father called “Love, In All Its Forms.”
Jenn’s team helps companies tell their story more effectively to advance the built environment, deepen social impact, preserve stability, and build the next generation of great communicators
She recently gave a TEDx Talk at The American University in Paris entitled “A guide to navigating change with confidence,” in which she shared specific strategies for facing change, communicating clearly, and continuing to walk while making a positive impact on your journey. One of the themes in her presentation was “Confidently Walking in the Wrong Direction.”

https://thesmartagency.com/

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The Sea Captain Way for Financial Advisors

Staying Curious with Vance Crowe

Thu, 05 Dec 2024 09:00:00 -0500

Vance Crowe is the Founder and owner of Legacy Interviews, a firm that provides clients with professionally recorded videos designed to capture life stories for future generations.

Key points:

Vance’s experience includes working as the Director of Millennial Engagement for Monsanto, serving as a Communications Strategist at The World Bank and volunteering for the Peace Corp in Kenya.
He has spoken before more than 300,000 live audience members with insights on how to engage critics, negotiate with employees and deepen the relationships that matter most.
Vance talks about becoming an entrepreneur, leaving the corporate world after 15 years and hanging out his own shingle three years ago.
The trio talk about the key takeaways from an upcoming series of workshops Vance is conducting about “Interest-Based Communications for the Workplace.”

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The Sea Captain Way for Financial Advisors

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Coach and Commander with Peter Rendina

Thu, 21 Nov 2024 09:00:00 -0500

Coach and Commander with Peter Rendina

This episode features Peter Rendina, the current Deputy Chief Inspector for America's Oldest Federal Law Enforcement Agency, the United States Postal Inspection Service.

Key points:

During his career, he has investigated drug trafficking organizations, mailing and shipping of dangerous and hazardous substances, and served on the joint terrorism task force.
Peter is also Certified Professional Coach trained by the Institute for Professional Excellence in Coaching. He partners with clients to create action steps for a more fulfilling and purposeful life and career.
In this podcast, Peter, Phil and Greg talk about what is involved in Peter’s role as the Deputy Chief Inspector at the United States Postal Inspection Service.
Peter uses an attitudinal assessment tool called the Energy Leadership Index with his clients rather than a personality based one.

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Reel to Real Coaching with Christy Ogilvie McCreary

Thu, 07 Nov 2024 09:00:00 -0500

This episode features Christy Ogilvie McCreary, an Executive Coach with Sea Captain Coaching and the owner of Ogilvie Consulting. She helps business professionals all over the world transform their firms by turning their clients into raving fans.

Key points:

Her passion is connecting people, highlighting their strengths, breaking down challenges and providing transferrable practices to give her clients a sense of authenticity, peace and purpose.
Her background includes 30+ years as a professional singer, songwriter and vocal teacher, where her work on stage and in the studio fostered deep insight into the discipline required to develop high level performance.
In your leadership coaching and business consulting practice, Christy’s clients turn lukewarm clients into raving fans and work to transform the confidence of their teams. One of her superpowers is you are a highly skilled Client Relationship Manger
Her signature course is called “8 Weeks to Client Relationship Mastery.”
Christy’s Coaching approach also focuses on collaborating with your clients to develop effective communication skills and responsive listening techniques. You use the term “Turning the Periscope.”

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The Sea Captain Way for Financial Advisors

The Comeback Coach with Mark McIntosh

Thu, 17 Oct 2024 09:00:00 -0500

Mark is the Founder & CEO of Victory Productions. He is passionate about encouraging others to persevere in the face of life’s challenges. He focuses on advocacy work for displaced men, low-income children’s educational opportunities, early detection of kidney disease and encouraging more live organ donations. Mark is also known as the “Comeback Coach” based on a life story of dealing with unexpected and unwanted challenges.

Key points:

In his role as Founder & CEO of Victory Productions, Mark consults with school districts about educational equity, working with a variety of governmental, non-profit, faith-based and business groups to try to reduce the impact of homelessness.
Mark received a kidney transplant this summer.
Victory Productions created the Drive for Five network to advocate for live organ donation, awareness about kidney disease and legislative policies removing barriers to kidney donation.

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The Sea Captain Way for Financial Advisors

Developing the Entrepreneurial Mind with Dr. Balaji Rajagopalan

Thu, 03 Oct 2024 09:00:00 -0500

This episode features Dr. Balaji Rajagopalan, Dean of the Trulaske College of Business at the University of Missouri. Throughout his career, Dean Balaji’s leadership has inspired team efforts that strengthened and enhanced the reputation of programs and institutions. He has a strong record of building, sustaining and leveraging relationships with alumni, industry, government and business leaders.

Key points:

Dr. Rajagopalan has been the Dean at the Trulaske College of Business at the University of Missouri for over a year now.
The technology boom has had an enormous impact on businesses of all sizes. Dean Balaji discusses how technology is shaping the opportunities available for future leaders.
There are three pillars that drive the Vision & Mission of the University of Missouri College of Business.
The College of Business offers the Allen Angel Capital Education Program that allows students to actively learn about angel and venture capital investment strategies.
As part of the college’s mission of connecting students with industry leaders, it has a Speaker Series. The speakers provide insights into real world experiences that help students prepare for their careers ahead. Phil is going to be a guest lecturer in the Speaker Series in the Fall.
The University of Missouri’s College of Business has a program called Entrepreneurs Without Borders. It is a one-of-a-kind initiative that builds bridges across the globe by connecting budding entrepreneurs.
The Trulaske College of Business has a nationally ranked faculty that conducts research that is market-facing in high impact areas of business and has real-world implications. Dean shares how this research impacts things like sales force management.
Dean talks about his vision for the future of the University of Missouri Trulaske School of Business.

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The Sea Captain Way for Financial Advisors

The Leadership Magic of Ron Joelson

Thu, 19 Sep 2024 09:00:00 -0500

This podcast features Ron Joelson, former Executive Vice President and Chairman, Northwestern Mutual Investment Management Company, who also served as the firm’s Chief Investment Officer. He’s now on the Advisory Board for Socium Advisors, which is recognized as one of the top financial advisory firms in the country.

Key points:

Ron’s experience includes working as a senior consultant with Northwestern Mutual field offices, teams and clients to share his extensive experience and insights into the General Account and its impact on product value, performance and in helping clients achieve financial security. He also served in leadership roles at Prudential Financial and Genworth.
Ron shares some the advice he gives young leaders on the topic of mindful of behavior and behavioral patterns as they pursue their vision of success.
“An Unexpected Journey into the Heart of God” is the name of the book Ron wrote about his journey of spiritual discovery. He says Christian faith is foundational to how he performed in his role as a leader at Fortune 100 and Fortune 500 companies.
Ron participated in a program called Project Uplift, which brings together women of color to dialogue with leaders in the financial services space to enhance their acumen and visibility. He shares what that experience was like and type of advice he shared with the participants.
One of Ron’s hidden skills is his talent for magic, and he shares some of his tricks with Phil and Greg.
Ron’s book, an Unexpected Journey into the Heart of God, is available on Amazon.

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From Sociology to Socium with Michelle Magner

Thu, 05 Sep 2024 09:00:00 -0500

This episode features Michelle Magner, a Partner at Socium Advisors who specializes in solution-based financial planning through aggregating clients’ needs with high level resources.

Key points:

Prior to joining Socium, Michelle was a Portfolio Manager with a regional bank & trust company, where she managed investment portfolio design and implementation.
Michelle, the first Non-Contracted equity Partner at a Fortune 100 firm, talks about her career path and why she ultimately chose to join Socium.
A Sociology major at the University of Missouri, Michelle switched gears and entered into the financial services industry.
Phil, Greg and Michelle discuss some of the key factors that contributed to the tremendous growth of Socium.
Magner discusss her goal to compete in the six World Marathon Majors and her motivation for doing so.
She has bridged her love of running with St. Jude’s Children’s Research Hospital. She has raised money for and participated in St. Jude’s Marathon several times. She talks about running through the hospital’s campus and seeing patients and their families in the surrounding area, and what that experience was like.

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Sea Captain Way Authors Notes

Thu, 15 Aug 2024 09:00:00 -0500

Sea Captain Way Authors Notes

It’s been one year since Phil published his book “The Sea Captain Way for Financial Advisors,” which is available on Amazon. On this podcast, Phil and Greg revisit some of the key themes and principles in the book for listeners who may not have heard previous podcasts about it.

Key points:

Phil talks about how he has always been at his best during when he had a personal or group coach, and how he wanted to pay that forward with this book.
Phil calls himself the “Captain of Transformational Change Agent.” Hear how this metaphor applies to his approach to coaching his clients and helping them navigate uncharted waters in their professional roles as leaders as well as in their personal lives.
Greg and Phil recently had a podcast guest who mentioned that the book that had the biggest impact on her view of the world was “Dale Carnegie’s How to Win Friends and Influence People.” Being a good listener when building relationships is a theme central to the book. Phil has had a listening coach, and talks about why this is such a critical skill to master.
Dale Carnegie also talks about the importance of embracing vulnerability. Phil talks about the power of “Vulnerability with Vision” in his book and explains why this an important attribute for a leader to have?
Phil talks about why Roy Disney’s quote about Core Values Clarity resonates with him.
Phil’s in the process of writing a new book. He talks about it and what motivation is for writing it.

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Leadership in Bloom with Irina Goldman

Thu, 01 Aug 2024 09:00:00 -0500

This episode features Irina Goldman, who transitioned to operating her own consulting firm after serving as a Google User Experience Program Manager.

Key points:

Irina is the owner of Flowers Virtual Bookkeeping, a boutique bookkeeping and business consulting company specializing in helping small local businesses.
The trio discusses the concept of User Experience in the tech field.
Hear more about why good customer service will never be replaced by Artificial Intelligence.
Irina discusses her favorite book, “How to Win Friends and Influence People” by Dale Carnegie, and why it motivates her.
Irina talks about the inspiration behind taking the risk to pursue her true passion by starting her new practice.

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The Brighter Side of Blue

Wed, 19 Jun 2024 04:00:00 -0500

On this special episode, Phil Bender is joined by Danny Howard, Tom Sawyer, and Jim Joyner, the hosts of The Brighter Side of Blue Podcast. They delve into real-life law enforcement stories that span the spectrum from humorous to serious.

Discover why law enforcement is much like being part of a high-performing sports team, and how this unique perspective impacted the career choice of Jim's son. Get an inside look at the intense training that shapes our officers, and the evolution of the Mobile Reserve into the SWAT team.

Tune in to uncover the daily lives of our hosts, their high school memories, and the camaraderie that binds them. Lastly, learn about the creation and vision of "The Brighter Side of Blue." The Brighter Side of Blue Podcast puts a positive spin on law enforcement, in response to negative media, and is available on all major podcast platforms.

Key points:

The Brighter Side of Blue Podcast

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The Vulnerable Leader

Wed, 12 Jun 2024 04:00:00 -0500

In the latest episode of the Sea Captain Way, Phil and Greg provide invaluable insights into transitioning from sales professional to CEO of your own practice. They explore the power of vulnerability combined with vision, and how it can foster a dynamic and charismatic organizational culture.

Key points:

● The discussion includes crucial elements for leaders, emphasizing organizational structure, role clarity, emotional intelligence, effective listening, trust-building, and vision creation.
● Drawing from experiences with his listening coach Paul Donoghue, Phil stresses the power of vulnerability in fostering open communication.
● Learn the benefits of focusing on process over goals and the art of creating a predictable, yet dynamic work environment.
● Discover what advice Phil offers on resolving internal conflicts and retaining employees.

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Win from Within with Desiree Reed-Francois

Mon, 04 Dec 2023 04:00:00 -0500

Phil and Greg welcome Desiree Reed-Francois, the Athletic Director of the University of Missouri-Columbia, to this podcast. Discover how Desiree's leadership has reshaped Mizzou athletics, improving everything from student athlete experience to community engagement.

You’ll hear about Desiree's fascinating journey, from her early days as a UCLA rowing team student athlete, to a practicing lawyer, to her position at the NFL. Desiree discusses why building lasting relationships and attention to detail are key ingredients to her success.

Key points:

● Desiree opens up about the life-altering accident that drastically changed her mission and perspective.

● You'll be moved by her dedication to providing her student athletes opportunities that extend beyond the field.

● Get a glimpse into Desiree's unique early career experiences and learn about her exciting vision for Mizzou Athletics, as well as why the University of Missouri Board of Curators extended her contract unanimously.

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Fundamental Firepower with Brian Jones

Mon, 20 Nov 2023 04:00:00 -0500

In this exciting episode of the SeaCaptainWay podcast, hosts Phil Bender and Greg Patton have the honor of engaging in a thought-provoking conversation with Brian Jones of Coaching4Executives, who is a GE6 Sigma Black Belt Master Black Belt and attorney. Known for his prowess in helping leaders enhance their skills and find solutions to their challenges, Brian doesn’t shy away from discussing the fundamentals of leadership and the importance of clear communication.

Expect insights into Brian's unique approach to executive coaching, as well as some highlights from his white paper, "3 Common Leadership Challenges." And for those looking to increase success in project work, Brian shares a few invaluable tips that will definitely pique your interest.

For those who wish to understand leadership values, Brian's insights on finding one's voice and motivation are truly a treat. And if you're curious about how he uses the Hogan assessment tool in his coaching, there's a hint of that, too. Lastly, Brian will be sharing exclusive insights from his experience as a panelist at the Women in Insurance Summit and his participation in GE's leadership development course. Tune in now and learn from the wealth of Brian's experience and wisdom.

Key points:

Expect insights into Brian's unique approach to executive coaching, as well as some highlights from his white paper: "Three Common Leadership Challenges."

Brian shares a few tips for project work and how to find your voice in your leadership role.

Brian discusses his findings from his experience as a panelist at the Women in Insurance Summit and his participation in GE's leadership development course.

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Jen The Playmaker

Mon, 06 Nov 2023 04:00:00 -0500

Phil and Greg are joined by Jennifer Hensley, an accomplished Executive Coach with Sea Captain Coaching on this podcast. She has more than two decades of experience at a Fortune 100 company.

Drawing on her competitive sports background, Jennifer anticipates multiple steps ahead, a mindset she applies to finding solutions for clients. Known as "The Playmaker," a moniker earned through her roles in volleyball and soccer, Jennifer brings this foresight into her coaching.

The conversation highlights the importance of staying visible to prospective clients. Jennifer advises content creation, influencer partnerships, and cultivating raving fans of your brand message.

Key points:

☐ Jennifer's approach crafts a "playbook for success" that delivers tangible results.
☐ Her 90-day game plans instill urgency in goal achievement while maintaining a strategic focus.
☐ Serving as a Fractional CMO, Jennifer streamlines marketing efforts and nurtures partner relationships.

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Replicating Top Relationships

Mon, 23 Oct 2023 04:00:00 -0500

Phil Bender dives into the essence of relationship-based prospecting in this episode, emphasizing the importance of core values and replicating those values with new clients. He unveils a powerful strategy for leveraging the upcoming holiday season to cultivate new referrals through introductions.

The discussion shifts towards strengthening client relationships, as Phil advises visiting top 20 clients during November and December, focusing on gratitude and sharing vision and development plans for the year ahead.

Key points:

∙ The conversation delves into estate planning, a crucial factor in maintaining family harmony through transparent financial wealth transfer plans.
∙ Phil recommends tailored prospecting frequencies based on experience levels. Newer advisors are advised to ask more frequently on a higher volume basis, while established advisors should conduct six to eight relationship-based prospecting attempts every quarter.
∙ As we approach the holiday season, Phil leaves us with a poignant reminder: take the time to genuinely thank those who have been a part of your life.

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Emotional Toughness with Colonel Dan Cormier

Tue, 10 Oct 2023 04:00:00 -0500

In this episode, Colonel Dan Cormier, Retired, Sea Captain Coach and Senior Instructional Design Manager at the Naval Leadership and Ethics Center, shares essential insights on thriving in high-stress environments with Phil and Greg.

Fostering individual and team resilience is crucial. Tune in for an insightful discussion on thoughts and advice on self-care and thriving in high-stress environments.

Key points:

∙ Hear about the delicate balance of giving your all while prioritizing self-care.

∙ Greg and Phil discuss key concepts like the Yerkes-Dodson law and self-renewal with Colonel Cormier.

∙ Hear more about Colonel Dan's personal journey to mental toughness.

∙ Understand how stress awareness and coping techniques create a culture of strength that is helpful in all fields, not just the military.

∙ Explore the power of emotional intelligence through the Hogan Assessment, a tool for personal and professional growth.

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Take Action with Adam Knorr

Mon, 25 Sep 2023 04:00:00 -0500

In this engaging episode, hosts Phil and Greg welcome Adam Knorr, a dynamic young copywriter and owner of Take Action Copy. Adam shares his inspiring journey from leaving a job to establishing his own business and relocating to Hawaii.

Their conversation emphasizes the necessity of taking risks to unearth one's true potential. Adam's personal story serves as a testament to the transformative power of embracing change.

Tune in for a motivating discussion on embracing change, finding authenticity, and crafting a unique path to success.

Key points:

∙ Adam recounts a transformative 17-mile trail run, highlighting the immense impact of simple words of encouragement from fellow participants.
∙ The trio delve into the evolving landscape of copywriting in the age of AI. Adam asserts that human artistry, rooted in authenticity, will remain irreplaceable in the face of automation.
∙ Adam discusses the Tim Ferris Fear exercise and the impact it had on him.

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The Ebb and Flow of Leadership with TidePoole

Mon, 11 Sep 2023 04:00:00 -0500

The Ebb and Flow of Leadership with TidePoole

Meet Jeffrey Poole, a former yacht captain turned visionary Founder, Executive, and Advisor of TidePoole. Jeff's years at sea have honed his conflict resolution skills, a vital asset in his current venture. His firm, TidePoole, is a fusion of his expertise in technology, energy, sustainability, and marine markets.

Jeffrey's journey from sea captain to CEO is a testament to the limitless potential of human adaptability and entrepreneurship.

Key points:

∙ Jeff points out that yacht captains share many traits with CEOs: team building, understanding complex business challenges, and providing top-tier service.
∙ Being a yacht captain demands impeccable communication, financial acumen, and the ability to adapt swiftly in ever-changing environments. Conflict resolution takes center stage onboard.
∙ TidePoole focuses on the IoT, marine, energy and sustainability markets.
∙ TidePoole also provides energy solutions to help solve coastal wind challenges
∙ Listeners can connect with Jeff at JPoole@TidePoole.com.

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Now Available!

Mon, 28 Aug 2023 04:00:00 -0500

Ahoy, listeners! Let's set sail with hosts Phil Bender and Greg Patton as they chart the course to personal and professional growth. In this episode, they unveil their new book, The Sea Captain Way for Financial Advisors, a labor of love merging 30 years of experience into a treasure trove of wisdom for Financial Advisors.

Phil dives into the book's roots, sparked by his grandfather's fiscal teachings. He reveals the transformative power of coaching, recounting how mentorship turned the trajectory of his career.

Key points:

∙ Phil and Greg have collaborated on a new book: The Sea Captain Way for Financial Advisors.
∙ Phil explains his motivation for writing the book, and who his core influencers have been, including his grandfather and early mentors in his career.
∙ Hear Phil and Greg discuss Phil’s invaluable concept of the "quarterly CEO mindset," a proactive business strategy.
∙ The pair talk about running a firm vs. a firm running you.
∙ Hear more about "one degree shift," and its transformational powers, as well as active listening and what it involves.
∙ The book is available on Amazon.

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Leveling Up Your Mindset with Chris Koon

Mon, 14 Aug 2023 04:00:00 -0500

Get ready for an inspiring episode as we dive into the remarkable journey of Financial Advisor Chris Koon. Chris overcame challenges due to dyslexia and ADHD, discovering personal growth through long-distance running.

Chris is a determined and resilient individual who found success in his sales career after a serendipitous introduction to NM Managing Partner John Qualy and a job at a local grocery store.

Keypoints:

Chris’ discipline and life-changing habits enabled him to achieve his goals.
Phil, Chris and Greg discuss living life on life's terms.
Learn how his strong discipline, meeting 15 people a week, and guidance from mentors propelled Chris to succeed in the competitive financial services industry.

The Sea Captain Way for Financial Advisors

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You're Not For Everyone with Kristin Andree

Mon, 31 Jul 2023 04:00:00 -0500

What is your “uniquifier?” How can you differentiate yourself in a crowded market and take your career or business to the next level? Join us in this episode as we dive into the world of strategic thinking and personal branding with Kristin Andree, a highly respected business strategist, speaker, author, and podcaster with a passion for helping clients unlock their full potential.

Discover Kristin's insights on cultivating a distinctive personal brand, the power of selectivity in business partnerships, and the importance of kindness in all interactions. Explore her innovative approach to coaching and how it can revolutionize your career or business.

Keypoints:

∙ Kristin has a strategy to help her clients discover and develop their own “uniquifier.” Find out more about what this means.
∙ Kristin is the author of two books, including “You’re Not for Everyone,” which was just published this year.
∙ Listen to “The Renew Podcast” with Kristin.
∙ Greg, Phil and Kristin discuss how to stand out from the competition and achieve success.

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Scaling Your Business with Scott Underwood

Mon, 17 Jul 2023 04:00:00 -0500

Join us as we hear from Barron’s 1200’s Scott Underwood, the Founder & CEO of Socium Advisors at Northwestern Mutual. You’ll learn about the innovative business model he created, focusing on comprehensive planning rather than product selection. Learn how Scott's approach fosters long-term relationships with clients, emphasizing the importance of personalized service and collaborative partnerships.

Keypoints:

∙ Explore the challenges of maintaining exceptional service while scaling your business, and how Scott's coaching expertise helps advisors and salespeople succeed.
∙ Discover insights into the organizational model that balances wealth accumulation and risk planning, ensuring clients receive top-quality advice.
∙ Hear firsthand about Scott's remarkable journey, growing his business from $400 million to nearly $2 billion in just three years.
∙ Phil and Scott are presenting the seminar “Scaling Your Business: The Underwood Map” this October in Orlando. Here’s the link for more information: https://seacaptaincoaching.com/underwood/

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Socium Advisors

How to Anchor Your Business with Ray Collins

Mon, 03 Jul 2023 04:00:00 -0500

Are you ready to embark on a journey of reinvention and explore the untapped potential within you? Join us in this captivating episode as we dive into the world of Ray Collins—an award-winning TV news anchor who successfully transitioned into a thriving career as a global luxury realtor.

Discover the transferable skills, strategies, and mindset needed to reimagine your career and unlock new opportunities. Get inspired by Ray's remarkable journey and gain insights that can help you leverage your existing talents to achieve success in any field.

If you're seeking a career change or contemplating new possibilities, this episode is a must-listen. Ray Collins' experience and expertise provide invaluable guidance on reinventing yourself and harnessing your strengths to excel in unfamiliar territory. Whether you aspire to become a realtor, explore media consulting, or simply uncover your hidden talents, this episode offers practical advice and inspiration.

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Growth Using Data and Coaching with Dave Thomas

Mon, 19 Jun 2023 04:00:00 -0500

In this captivating episode of the Sea Captain Way Podcast, Greg and Phil welcome Dave Thomas, a Founding Partner at Sea Captain Analytics and a Wealth Management Advisor at Northwestern Mutual. As they embark on a new partnership, Dave and Phil delve into the world of analytics-driven wealth management and share their vision for energizing top performers to achieve peak performance.

Learn how analytics can transform your wealth management approach and strengthen client relationships. Discover strategies to increase revenue, refine portfolio management, and leverage automation for operational efficiency.

If you're seeking to take your performance to new heights and want insights into leveraging analytics in wealth management, tune in to this episode as Dave Thomas brings his experience and expertise to the table, offering valuable strategies for success. Remember, success awaits those who dare to step beyond their comfort zone!

Key Points:

∙ Dave, Phil and Greg discuss strategies to increase revenue, refine portfolio management, and leverage automation for operational efficiency.
∙ Phil and Dave collaborated for 18 months to build the technology for Sea Captain Analytics.
∙ Sea Captain Analytics is a tool that allows Advisors to have more time to focus on things like portfolio management.

Dave discusses the breakthrough data analytics dynamic like the “Moneyball” sabermetrics used in Major League Baseball, and how combining it with coaching can be a powerful add on.

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Leadership: a Way of Being with Steve Frankl

Mon, 05 Jun 2023 04:00:00 -0500

Join Greg and Phil in this episode as they dive deep into the world of entrepreneurship with Steve Frankl, owner of Frankl Consulting, who shares his wealth of experience in the financial services industry and his journey of starting a thriving venture.

Uncover the challenges faced by business owners when hiring non-revenue generating personnel and the indirect benefits they bring to organizations when you tune in to this episode.

Key Points:

· Steve talks about executive leaders developing strategic plans, enhancing product education, refining sales skills, and fostering effective leadership.

· This episode explores the near-far coaching approach, in which long-term goals are broken down into actionable steps for the present.

· The trio discuss the various leadership styles and the importance of having a visionary and an integrator in a successful business.

· Hear about book recommendations that have shaped their business philosophies, such as "Traction" by Gino Wickman, which provides valuable insights on structuring a business for momentum.

· Gain insights on capacity and visionary leadership, and how businesses can leverage systems and processes for growth, as discussed in "Rocket Fuel."

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Commitment, Consistency and Confidence: the DeCelle Approach

Mon, 22 May 2023 04:00:00 -0500

David DeCelle, President of Model FA Coaching, joins Greg and Phil to discuss strategies for improving the client experience and building an army of fans. David's coaching approach emphasizes the importance of growth, personal branding, and social media optimization to retain top talent.

The conversation dives into the importance of elevating the client experience by intentionally advancing relationships, getting feedback from clients, cross-educating clients and having "gold mine" conversations to ask for introductions to potential clients.

KEY POINTS:

∙ David shares Model FA's mission to transform the financial services industry by helping advisors develop the mindset, habits, and strategies of the fastest-growing advisors.
∙ The DeCelle Approach involve Commitment, Consistency, and Confidence, to help advisors move their businesses and service to others forward through daily actions within their control.
∙ David discusses Advisor DNA, an approach that highlights how personality determines confidence in receiving referrals, and the four types of personality: the Connector, Rainmaker, Guardian, and Architect.
∙ Advisors can embrace their personality strengths to get referrals.

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Mission Prosperity with John Prosperi

Mon, 08 May 2023 04:00:00 -0500

“Mission Prosperity” features the wisdom of John Prosperi, a financial services executive who has held leadership positions at top wealth management firms like AllianceBernstein, Fidelity Investments, and American Funds. John has been a pioneer and thought leader in developing the model of how these firms marketed their services to Advisors instead of directly to retail investors.

KEY POINTS:

∙ John emphasizes the importance of planning, building long-term client relationships, and preventing clients from making bad decisions.
∙ The trio discuss how to grow and scale a business, the characteristics of top-performing practices, and the importance of hiring through referrals. They also delve into the trust equation and the significance of effective client review meetings that differentiate advisors from competitors and spark referrals.
∙ One of the challenges many financial services organizations face is trying to grow and scale their businesses, especially for those in leadership tasked with helping emerging leaders hone their productivity skills.
∙ Top performing practices have “healthy teams” relative to internal dynamics.

Instagram link here

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Early Productivity for Financial Advisors With Heather Price And Sabine Robinson

Mon, 24 Apr 2023 04:00:00 -0500

Phil and Greg welcome special guests Heather Price and Sabine Robinson, who are former colleagues of Phil. Heather is a certified Master Coach and co-host of the Activity Coaching Conversations podcast, while Sabine Robinson is a renowned financial industry coach and author of the book Quick! The Cement is Drying. Sabine emphasizes the important role of an activity coach in helping new advisors achieve their full potential. Heather highlights the importance of asking good questions that can help to persuade, engage, and build relationships with clients. She suggests that starting with "how" and "what" when asking questions is better than "why" because it avoids putting people on the defensive.

Phil and Greg also discuss the Success Cycle model with the guest, which explains the process that individuals undergo when pursuing a difficult goal. The different stages of this model include disbelief, tentative steps, hopeful skepticism, high performance, and an epic letdown. Sabine encourages listeners to normalize the letdown phase and start the process again by setting the next goal. Heather emphasizes the importance of self-accountability and creating a supportive environment for people to achieve their commitments. Sabine adds that incorporating values and publicly stating one's goals can enhance accountability.

Additionally, Sabine talks about using assessments as a tool for coaching and recruiting. She emphasizes how they can help tailor coaching to individuals' needs. This episode offer valuable insights into the world of coaching. Tune in to learn how incorporating wellness, persistency, self-accountability, supportive environments, and values can enhance your accountability and help you achieve success in different areas of your life.

KEY POINTS

∙ Phil and Greg discuss the Success Cycle model, which explains the process that individuals undergo when pursuing a difficult goal, along with the letdown that can accompany achieving that goal.

∙ Sabine emphasizes the important role of an activity coach in helping new advisors achieve their full potential.

∙ Heather highlights the importance of asking good questions that can help to persuade, engage, and build relationships with clients. She suggests that starting with "how" and "what" when asking questions is better than "why" because it avoids putting people on the defensive.

∙ Sabine talks about using assessments as a tool for coaching and recruiting. She emphasizes how they can help tailor coaching to individuals' needs.

∙ Heather discusses the correlation between physical health and the health of a business.

Sabine explains what a Culture Index is and how it can be used as a tool for coaching and recruiting.

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Cue the Confetti with Amy Jamrog

Mon, 10 Apr 2023 04:00:00 -0500

Phil and Greg interview Amy Jamrog, an author, coach, keynote speaker, financial advisor, and the founder of Four Wings Consulting in “Cue the Confetti.” Amy has helped hundreds of families successfully navigate money conversations, create new possibilities, and take action toward their dreams in her 25-year financial services career. Amy discusses her latest book, "Confetti Moments: Everyday Celebrations of Life," a collection of 52 stories that she wrote during the pandemic. The book became a Wall Street Journal and USA Today bestseller.

Keypoints:

∙ Amy’s coaching philosophy emphasizes the power of group coaching and the synergy and energy that come from it. She believes that the answers to all the questions come from the group, not just from her.
∙ Greg and Phil discuss the idea of the “Integration Sweet Spot” with Amy.
∙ Confetti Moments, Amy’s second book, is a collection of short stories that focus on those moments in life that are joyful, celebratory and fun.
∙ Amy explains the reasoning behind her keynote speeches about “Why Female Advisors are Rockstars.”
∙ An advocate for the LGBTQ Community, Amy encourages other Financial Advisors to be allies for the community as well. In the podcast she discusses some of the unique needs of this community from her perspective as a successful Financial Advisor.
∙ Amy can be reached at https://www.fourwings.consulting, https://www.jamrog.group, or https://www.confettimoments.com.

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The Power of Essence With David Shechtman

Mon, 27 Mar 2023 04:00:00 -0500

Are you ready to push beyond your boundaries and achieve profound personal and professional transformation? In this episode, executive coach David Shechtman shares his insights and expertise on achieving profound personal and professional transformation through mastering deep change. He works with CEOs, high potential leaders, and successful sales professionals on transforming their lives and achieving peak performance.

David explains that deep change is a transformational process that involves letting go of the past and embracing the future, and it can be disorienting and frightening. He believes that in today's world, deep change is essential for being effective in the economy.

David also discusses the limitations of the popular "why" conversation by Simon Sinek and emphasizes the importance of going deeper to find one's essence. He shares his insights on the importance of challenging self-imposed limitations and taking risks to pursue life-changing goals.

Listen to this episode to gain valuable insights into mastering deep change and embracing your essence with David Shechtman, who has helped transform employees at companies like Slack, Twitter, Coursera, and ADP.

KEY POINTS

∙ David explains that deep change is a transformational process that involves letting go of the past and embracing the future, and it can be disorienting and frightening. He believes that in today's world, deep change is essential for being effective in the workplace.

∙ Sea Captain Coaching works with our clients to help them gain clarity around their vision, mission and values. In David’s coaching practice, he focuses on helping his clients better understand and articulate their “essence.”

∙ One of the core tenets of Phil’s team’s coaching approach is getting clients to embrace a CEO mindset. This includes putting a process in place for accountability. Evolution helps its clients create structure and accountability that executives often lack.

David can be reached at David@evolution.team. His company’s website is www.Evolution.team.

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Peak Performance

Mon, 13 Mar 2023 05:00:00 -0500

Phil and Greg talk about the key to achieving peak performance in this podcast. They dive into the following topics: getting to know your audience, reflecting on times when you were operating at peak performance, designing an environment in which you have no choice but to perform, and tracking, or measuring, the appropriate metrics with a diagnostic tool.

They also discuss how an individual can pursue their vision while working within the vision of the team of which they are part. Greg also recommends Adam Morgan’s book, Eating the Big Fish. Tune in to get more helpful insights into maximizing you and your team's potential.

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Connections and Trends in Social Media with 100th Monkey with Mich Hancock and Emily Loeffelman

Mon, 27 Feb 2023 04:00:00 -0500

In the latest Sea Captain Way podcast, Mich Hancock, CEO of 100th Monkey, shares her insights on how social media reflects an organization's product, service, and culture. She provides great marketing tactics that businesses can use in 2023.

Emily Loeffelman, the Social Media Marketing Manager of 100th Monkey, discusses the effectiveness of video on social media platforms, citing that video is becoming increasingly popular due to shorter attention spans.

Keypoints

*Mich Hancock is the CEO of 100th Monkey, a company focused on creating connections and interactions for its clients through social media.

*Emily Loeffelman is the Manager of Social Media Marketing at 100th Monkey. She encourages her clients to practice vulnerability and storytelling when they communicate with their followers on social media.

*Mich is the co-founder and License Holder of TEDxSTLouis. She’s built a community of talented local speakers who share their unique experiences with a live audience. She also hosts the MichMash Podcast, in which guests share stories and talk about ways people can positively impact their lives.

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The Melody of Growth with John Wilson

Mon, 13 Feb 2023 04:00:00 -0500

In this episode, Phil and Greg are joined by John Wilson, who is an executive coach with over three decades of experience helping financial advisors take their practice to the next level. He is one of the first coaches at Sea Captain Coaching who was brought on board due to his talent, ability, character, and energy. John has a passion for songwriting and his songs have been used in TV shows, films, and ads. Through trial and error, plus working closely with producers, he has created amazing music that came from nowhere out of his head and he also wrote the music for the introduction to this podcast.

John has extensive experience in the financial services industry, working both at a corporate level and with Field Force. John enjoys coaching teams because of his ability to quickly break down barriers between team members and establish trust. Individual coaching allows him to drill down into specific steps an individual may take, helping them overcome roadblocks or hurdles they face on their journey towards success.

Are you looking for advice on achieving positive growth? Listen to John speak about how small shifts in behavior can make a big difference in your journey. Don't miss out on his encouraging insights about rejection and how to stay focused on the bigger picture. Tune in now for helpful advice on how to reach your goals.

Keypoints

∙ When he is not guiding his SCC clients on a path toward quantum growth for their businesses, John is pursuing his lifelong passion for songwriting. His songs have been named semi-finalists out of thousands of entries in the Nashville Music City SongStar Songwriting contest and in an International Songwriting contest.

∙ John enjoys coaching teams because of his ability to break down barriers and establish trust. Individual coaching allows him to drill down into specific steps an individual may take, helping them overcome roadblocks or hurdles they face on their journey.

∙ John was the first coach hired at Sea Captain Coaching, and he wrote the music for the introduction to the podcast, an instrumental called “It’s Saturday Night.”

∙ John is widely recognized by his clients and peers for his passion, energy and ability to share the expertise he accrued while working with the best and brightest in the financial services industry.

∙ To find out more about working with John, contact him at John@SeaCaptainCoaching.com or 414-333-4153 or through the contact page on the Sea Captain Coaching website.

John’s music can be found on Soundcloud, Spotify, Apple Music, Twitter. Look for John Kelly Wilson. The Nashville Sessions.

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Succeeding Beyond Your Wildest Fears with Bob Teichart

Mon, 30 Jan 2023 04:00:00 -0500

In this episode, Phil and Greg interview Bob Teichart, a personal advisor and confidant to business owners, highly compensated salespeople, and senior level managers. He has more than 40 years of experience providing coaching in the areas of leadership, team building, sales growth, and personal productivity to help his clients achieve their goals.

Bob paves the way for leaders to succeed by highlighting the valuable lessons from his book and actionable insights that help them make informed decisions and advance their career goals.

Keypoints:

-Bob is an accomplished public speaker, author of “Motivator. Teacher. Shrink: How to Attract and Develop Highly Successful Salespeople,” former swimming coach who has coached 34 All-Americans, and Phil’s professional development coach.
-During his 40 years of coaching, Bob developed his own playbook, which includes effective sales motivation strategies. He also offers a workshop entitled “Succeeding Beyond Your Wildest Fears.”
-Bob coaches his clients to rally their team together to work toward identifying and achieving a common goal.
-Bob discusses his inspiration for the book, as well as “The Secret of Change.”
-It is essential for executives and business leaders to work with a coach who has mastered effective questioning and listening skills to get to the core of a problem quickly.

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Moving the Needle on Your Growth with Jessica Stenzel

Mon, 16 Jan 2023 04:00:00 -0500

In this episode, Phil and Greg interview new SCC Coach Jessica Stenzel, a lifestyle coach and consultant who helps professional women step into the highest version of themselves. Her experience includes serving as the Chief Recruiting Officer for a Fortune 100 company.

Jessica specializes on leading and helping women move the needle on their growth. Listen to hear Jessica discuss how to build momentum by showing up daily, as well as thoughts on how to excel in recruiting.

Keypoints:

∙ Jessica Stenzel has just come onboard as a new Executive Coach at Sea Captain Coaching. She is a Lifestyle Coach & Consultant who helps professional women step into the highest version of themselves to live a life of abundance.
∙ Jessica’s coaching practice emphasizes helping professional women elevate their careers to realize their full potential and realize the highest version of themselves to create more success and fulfillment in their careers.
∙ Her experience includes overseeing the development, management, and refinement of sourcing, recruiting, and selecting full-time Financial Representatives. Jessica coaches recruiters to find the right candidates for the firms they represent.
∙ Jessica discusses why she thinks millennials and younger generations want to be part of an engaging employer business culture that can lead to more long-term relationships.

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Resolution Prospecting

Mon, 02 Jan 2023 04:00:00 -0500

In today's episode, Greg and Phil discuss sales prospecting in the new year. They explain that many advisors like to engage with prospective new clients at the beginning of the year, when individuals are analyzing how their financial plan performed the previous year.

An advisor can bring value to discussions with a prospective client in this context by discovering what has changed for them goal-wise and what adjustments they want to make to their portfolio

Tune in to hear more about how resolution prospecting can be an effective way to maintain relationships and identify new opportunities with clients. Learn more about what Phil calls the “One-degree shift,” how it breaks behavioral patterns, and how it encourages individuals to grow into areas in which they might have previously been afraid or uncomfortable to go.

Keypoints:

*Phil and Greg discussThe 12-Week Year by Brian P. Moran and Michael Lennington. One of the core tenets of the book is that Advisors and other salespeople should look at their sales goals more like a CEO who uses four 12-week segments to forecast out their year.

*Most salespeople make a linear plan when forecasting sales and think that every month should have the same production. This puts an Advisor on a difficult footing from the very beginning of the year and creates a reactive cycle. Instead, Phil believes it’s an effective strategy for his clients to follow this quarterly mindset and place special emphasis on the fourth quarter of the year.

*Resolution prospecting ties in with life-event or life-stage planning.

*Changing life stages often have profound financial implications on prospects and clients who are about to enter a new life stage. Clients in a state of change often feel as if they have “permission to buy” new products and services.

*Greg and Phil discuss the Sea Captain Coaching concept of the one-degree shift and how it applies to achieving success in Resolution Prospecting.

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Tiger Style with Coach Brian Smith

Mon, 19 Dec 2022 04:00:00 -0500

In this episode, Phil and Greg interview Coach Brian Smith, who has been the head coach of the University of Missouri (Mizzou) Wrestling program for 25 years. When he started, the program was in need of significant reform. He implemented a philosophy entitled “Tiger Style,” which helped turn things around. Tiger Style is all about doing the little things right, being respectful, and taking on leadership roles.

Taking risks can lead to great rewards if things fall into place, as they did for Coach Smith. He looks for athletes that fit the "Tiger Style" mold; this includes placing at national tournaments, having good academics, and being a great teammate. He has found that this formula leads to success.

Listen to the show to hear Coach Smith emphasize the importance of growth mindset. Find out what kind of language he uses with his team and discover why he believes that relationships are also the key to success in any business.

Keypoints:

∙ Mizzou’s Wrestling Coach Brian Smith is the 2022 Big 12 Coach of the year. Brian has coached 29 All Americans, six Tigers to nine national championships, two Olympians, and won 11 straight conference championships. With a .746 career winning percentage, he is the winningest coach in program history.
∙ In 1998, Coach Smith took over an unranked program and turned it into a powerhouse.
∙ After three or four years of hard work, the program was noticeably different.
∙ Because the program needed a lot of improvement when he arrived, he took a lot of short steps over a long period of time to elevate it. At Sea Captain Coaching, we call this One-Degree Shift.
∙ There are approximately 550 student athletes who are part of the University of Missouri’s athletic programs, and Coach Smith makes a concerted effort to collaborate with the coaches of the other sports as well as the Athletic Director.

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Growing Team Talent with Chad Myers

Mon, 05 Dec 2022 04:00:00 -0500

In this episode, Phil and Greg interview SCC’s Executive Coach Chad Myers, who specializes in growth mindset, goal attainment, establishing positive behavior patterns, and clarifying core values to enhance personal and professional lives. He believes that company culture is driven by core values and that it's important to promote a healthy lifestyle and happy workplace as part of that culture.

Chad talks about the importance of building relationships and being transparent with clients. He shares that his coaching style focuses on helping people become their best selves. He also discusses how he uses themes from people's lives to help them plan for their next chapter.

The three discuss how happiness leads to increased focus and intelligence at work and why leaders should ask their team what is working well, what could be improved, and how important it is to get creative ideas down on paper. Learn why the best way to lead is by example and discover why a growth mindset is necessary for success in personal and professional life when you tune in.

Keypoints

∙ Chad Myers is a Certified Life Coach, international motivational speaker, published author and experienced educator.
∙ Chad offers his clients highly specialized expertise in growth mindset, goal attainment, establishing positive behavioral patterns and clarifying core values to enhance personal and professional lives. He advocates for business leaders to create a culture of belonging in which people can bring their true, authentic selves allowing for innovation, creativity and change while building a dynamic work environment.
∙ When working with clients, Chad asks questions that open up a very honest conversation about the overall culture in a working environment.
∙ Chad believes it is important to work in a psychologically safe place, where people feel they can be their authentic self—a place of belonging, connection, teaming.
∙ Integrating core values and mission into the culture starts at the top, with the leader(s). Work on YOU first, and others will follow. Be a product of the product. People can tell when the mission, vision and values are just words as opposed as the leader living them out.

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Gratitude Is The Right Attitude

Mon, 21 Nov 2022 04:00:00 -0500

Phil and Greg discuss the importance of gratitude in the workplace. They explain how expressing gratitude can build strong relationships with clients, and how it is particularly important as you wrap up your business year.

Keypoints

One of the key touchstones of Sea Captain Coaching’s practice is gratitude. SCC encourages its clients to embrace a spirit of gratitude by taking time to truly appreciate the people, opportunities, and meaningful experiences they have in their lives and cultivate that feeling on a daily basis.
An “abundance mindset” involves embracing the outlook that there is plenty out there for everybody. It’s a conscious choice to live your life that way. It’s not just that the glass is half empty or half full, but that the glass also can be refilled.
There is a concept in the marketing industry called “gratitude marketing.” It stems from the fact that human beings are basically hard-wired to want to help each other.
Business owners can leverage the principles of helping others, expressing gratitude, and the Rule of Reciprocity, to market themselves and their practices. It’s not doing good for selfish reasons, but because doing good in a consistent, systematic way offers big benefits for business, too.

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Measuring Metrics/Charting Growth

Mon, 07 Nov 2022 04:00:00 -0500

In this episode Phil and Greg talk about Measuring Metrics/Charting Growth. Metrics are an important part of sales and marketing, and helps teams chart their growth and progress. By tracking metrics such as conversion rates, leads generated, and web traffic, teams can identify areas in which they excel and areas in which they need improvement.

Metrics also can help identify opportunities for new marketing campaigns or products. Sales and marketing teams that regularly measure their metrics are better able to adjust their strategies and improve their results. As a result, measuring metrics is an essential part of any successful sales or marketing team.

Keypoints

One of Phil’s mantras about achieving peak performance is that “active people are the luckiest people in the world.”
Sea Captain Coaching has a proprietary diagnostic tool that helps measure personal and professional goals, performance, and results. It also serves as a baseline for developing an ongoing strategy for continued growth.
Sales metrics tracked for a financial services practice typically include number of households served, individual client AUM, insurance product sales and fees charged for financial plans.
The proprietary tool that Sea Captain Coaching uses with its clients puts all the essential quantitative and qualitative elements right at a client’s fingertips for accountability, strategy, and direction.
The diagnostic tool begins and ends with goals in mind. The tool also encompasses Core Values, Vision and Mission.

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Embracing CEO Mindset

Mon, 24 Oct 2022 04:00:00 -0500

One of the greatest shifts financial advisors make in their practice is the point at which they move to running their firm. A priority at Sea Captain Coaching is helping clients understand how shifting from a monthly sales mindset to a quarterly CEO mindset allows for a more proactive execution of their business’s growth plan. It involves learning to let go and determining an organizational model that allows them to effectively run your organization.

Keypoints

· A key objective in shifting to a CEO mindset is for the leader to shift from working in a Compensatory Success frame of mind to a Visionary Success mindset.

· CEOs forecast results and maintain a quarterly mindset. They must also be visionary and be able to lead their firm.

· As clients grow from being a successful sales leader to becoming the CEO of their growing practice, developing a new organizational structure is a huge part of the equation.

· The organizational model that helped a business owner achieve their current level of success is most likely not going to put them on a trajectory to future quantum growth.

· Evolving from being a successful sales leader to becoming the CEO of an organization requires a plan for the growth and development of team members.

· As your business grows, it becomes necessary to systematize what you do to ensure your clients get the consistent high-quality service they expect.

· Phil and Greg discuss the challenges clients encounter in working to develop a new CEO business model.

· The pair discuss the four top items to consider when training new team members.

Shifting Behaviors/One-Degree Shift

Mon, 10 Oct 2022 04:00:00 -0500

Some changes are easy to make. For example, if you want to eat healthier, you can start by making small tweaks to your diet like adding more fruits and vegetables. However, it can be more difficult if they require changing long-held behaviors or beliefs.

In this episode Phil and Greg talk about Shifting Behaviors/One-Degree Shift. They share how this can produce a big result for you over time.

Keypoints

On a sailing vessel, a one-degree shift can take a boat dangerously off its course over a vast ocean. But in a financial planning practice this shift, this break in pattern, allows you to experience real growth — visionary growth.
What is the one-degree shift for your practice that — relentlessly pursued over a period of three-to-five years — will take you to this new place? What risks would you take to achieve dynamic growth?
When you pursue this discovery, you transition from a familiar past to a healthier, more productive future. You also will begin to recognize new ways of seeing practice development, market opportunity, branding initiatives and other possibilities.
Making this shift involves putting yourself in the position of running your business versus your business running you.
It is crucial to break free of limiting behavior patterns and set new goals as part of his one-degree shift.
Phil and Greg discuss designing your environment so you have to perform.

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Mastering Clear Purpose

Mon, 26 Sep 2022 04:00:00 -0500

In this episode, Phil and Greg are joined by Alan Harlam, and they discuss Mastering Clear Purpose. Alan is an Executive Coach with Sea Captain Coaching as well as the founder of Alan Harlam Coaching. Alan’s coaching is based on a collaborative process that leads to learning, growth, and change. A key specialty of his practice involves focusing on social justice and helping clients who are working to improve equity in their communities.

Keypoints:

Alan is a founding Director of the Social Innovation Initiative at Brown University’s Swearer Center. This is a pioneering program that supports student entrepreneurs with curriculum, technical skills, funding, and mentorship through all stages of their startup journey.
Sea Captain Coaching devotes a significant amount of time to helping its clients master various networking and prospecting techniques to connect with new clients and those that who can influence the outcome of business goals and objectives.
Alan discusses the concept of “The World Will Help You, If You Ask the Right Way,” on which he has written.
A core tenet of Alan’s coaching practice is getting his clients to understand the importance of living life with intention, authenticity, and purpose.

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Creating a Life of Legacy

Mon, 12 Sep 2022 04:00:00 -0500

Life can be viewed as a journey with many different paths. What legacy will you leave behind? In this episode, Rabbi Cohen talks about how legacy is not just about what we leave behind when we die, but also about how we live our lives every day. By living our lives with intention and purpose, we can create legacies that will last long after we are gone. Thanks for tuning in.

Keypoints

Rabbi Daniel Cohen has served in the rabbinate for over 30 years and currently serves as the spiritual leader of Congregation Agudath Sholom in Stamford, CT. He is a nationally recognized motivational speaker and published author of two books, most recently What Will They Say About You When You are Gone? Creating a Life of Legacy.
Rabbi Cohen’s book covers the seven transformative principles, which are designed to reverse engineer your life so that you’re living with purpose and the person you are today more closely aligns with the person you aspire to be.
The first step in the journey to fulfillment is to develop a prototype that is the foundation for establishing a spiritual greatness and a life of impact.
Rabbi Cohen discusses the concept of “Discovering Your Elijah Moment.” Elijah is a biblical prophet who appears throughout history who spread light during times of darkness.
Phil, Greg and Rabbi Cohen discuss the example of Alfred Nobel and how he purposefully created his legacy.
Time can’t be stopped, but it can be slowed down, according to Rabbi Cohen.
Everybody has the capacity to leave a mark on this world, to enrich their life now and lead a life of inspiration.

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Building Leadership and Culture in a College Football Program with Eli Drinkwitz

Mon, 29 Aug 2022 04:00:00 -0500

Building leadership and culture within a college football program is much like building it within your business or organization. Phil and Greg tackle this topic in this episode along with special guest Coach Eli Drinkwitz, head coach of the University of Missouri football team. Coach Drinkwitz shares his thoughts on how he became a coach, Mizzou’s team, and the upcoming football season.

Key Points:

Coach Eli Drinkwitz is the head coach of the University of Missouri football team. He is considered one of college football's top offensive minds. The 2022 campaign will mark his third at the helm of the program and his fourth season as a head coach. In 2020, he became one of four new coaches in the SEC—the nation’s toughest conference.
Coach Drinkwitz shares his perspective as a college football coach regarding leadership, recruiting and motivation. These are topics that Sea Captain Coaching and its team talk about with their clients every day.
Coach encourages his players to develop their leadership skills and discusses his own route to becoming a football coach at such a high level.
Phil emphasizes how the team you build around you is one of the most critical elements of success. Nowhere is that more evident than on a team that is trying to compete successfully in the SEC. Missouri has not previously been recognized as one of the top 10 recruiting schools in national rankings. Under Drinkwitz’s leadership, Mizzou produced its highest-ranked recruiting classes ever.
Drinkwitz names some of the key areas that helped him achieve this new level of success in recruiting.
Phil and his team at Sea Captain Coaching track a lot of different metrics for their clients to measure their success and progress toward goals. Drinkwitz discusses some of the metrics within Mizzou’s football program.
SCC focuses a lot of its energy with its clients on helping them create a culture that allows each team member to reach his or her full potential. It’s also crucial to have team members understand their role on the team and commit to it. Leading a visionary life is a team sport.
Coach Drinkwitz discusses the type of culture he’s trying to build for the Mizzou football team and how to get players to buy into it and commit to a shared vision.
Phil uses the analogy that the journey to reaching your ultimate goal and vision is like trying to climb Mt. Everest. It all starts with establishing at what point you are at today—your base camp—and identifying the structural steps necessary to get you to the summit of your vision for the future.
Coach Drinkwitz discusses the future of the Mizzou football program over the next 3 to 5 years.

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Advancing Women Leaders with Ellen Keithline Byrne

Mon, 15 Aug 2022 04:00:00 -0500

In this episode, Phil and Greg are joined by Ellen Keithline Byrne of Her New Standard to discuss advancing women leaders. She provides an insight on what it takes to be a successful woman leader, and how to advance in male-dominated industries. In addition, Ellen talks about the challenges she has faced as a woman leader and how she has overcome them.

Key Points

Ellen Keithline Byrne is the Co-Founder of Her New Standard and an executive coach, social scientist and leader who develops people to be mindful, courageous, and innovative so they can thrive in their roles. Ellen holds a doctorate in Organizational Development and Change and has over 18 years of experience working both on a global learning and development team, and as a consultant servicing Fortune 500 companies. She is a contributing author to Harvard Business Review, Forbes and Mindful.org.
Even with leadership development being top priority for most organizations and many of them making a significant investment in it, research shows that more than 70% believe that their leaders are not ready to lead the organization into the future.
Many companies invest substantial amounts of money in leadership training, and yet have little results to show for it. One piece of the puzzle is the talent pipeline. Companies with more women in top leadership positions are more agile, innovative and higher-performing.
After an organization has identified its rising female stars, there are criteria that should be considered when deciding which leadership development program would be the best fit.
Leaders’ ability to communicate clearly about what they stand for can determine how effectively they motivate, influence, and inspire others.
Ellen discusses some of the factors that help women leaders identify their unique value proposition.
Behavior and mindset shifts can accelerate women’s success in the workplace. Making changes at the organizational level is also essential. Many organizations have increased their efforts to close the gender gap with investments in diversity, equity and inclusion initiatives, but women’s day-to-day experiences still remain influenced largely by those with whom they work.
Ellen discusses the strategy of reverse engineering a path to success and how it relates to her company’s clients developing a career roadmap.
Leadership presence is crucial, but it can be difficult to define. SeaCaptainCoaching.com

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Emotional Intelligence

Mon, 01 Aug 2022 04:00:00 -0500

In this episode, Phil and Greg are joined by SCC Coach Chris George, and they talk about emotional intelligence. Emotional intelligence is the capacity to be aware of and manage one's own emotions as well as the emotions of others. Chris discusses how emotional intelligence can be used in personal relationships, in the workplace, and in other settings.

Key Points:

Chris George is an accomplished Executive, Business, and Leadership coach with a background in retail management, customer service, and performing arts. His experience includes 15 years working for one of the top international luxury goods companies where he primarily focused on being a leader, trainer, and coach.
Phil and Chris met at the Brown School of Professional Studies when they both were earning their coaching certification.
One of Chris’ areas of expertise is Emotional Intelligence in the workplace.
Emotional Intelligence assessments measure the interaction between a person and the environment they operate in.
Chris uses different types of Emotional Intelligence assessments with his clients, including the “360 degree” assessments. Emotional Intelligence 360 assessments allow people to gain anonymous insights from peers, direct reports, supervisors, and others they choose to help enhance their performance, leadership, and interpersonal relationships.
Emotional Intelligence contributes to employee development and team building. “Assessing and evaluating someone’s emotional intelligence helps establish if there is a need for targeted development programs and measures,” says Chris. “This can lead to dramatic increases in a person’s performance, interaction with others, and leadership potential. The development potential the testing identifies, and the targeted strategies it provides, make it a highly effective employee development tool.”

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Backbone of the Army with Dan Cormier

Mon, 18 Jul 2022 04:00:00 -0500

In this episode Phil and Greg are joined by Dan Cormier, a former U.S. Army Colonel. Dan shares his experience in leadership roles in various organizations and how he developed his leadership skills. He believes that leadership can be developed through training and observing other leaders. This episode provides useful insights and tips on leadership skills development from the experts.

Keypoints

Dan Cormier, a former U.S. Army Colonel, is highly skilled at developing leaders to maximize the effectiveness of organizations and connect talent to results.
Prior to joining Sea Captain Coaching, Dan developed leaders for the United States Department of Defense and government. He was a professor at both the Naval and Army War Colleges where he specialized in leadership, national security, and middle eastern studies. His experience includes commanding a 1,000-soldier, multi-function battalion that conducted combat operations in Kirkuk, Iraq.
Dan works with his clients to unlock their potential by helping them see challenges and look for solutions from different perspectives to develop their leadership skills. He also focuses his efforts on helping them achieve personal and group goals based on his experience leading troops in the military.
A key role for military leaders at all ranks is to develop their people. Dan discusses how military careers are marked by rapid progression from junior to midgrade to senior leadership roles. To do this successfully, you always have to be developing your bench, the next generation of leaders who will carry the unit and organization forward.
Dan discusses transitioning during his military career from being a soldier to being an academic.
Phil and Dan discuss how their paths crossed, their common focus on leader development, and how they decided to collaborate.
ADP 6-22 Leader Development: defines leadership as “influencing people by providing purpose, direction, and motivation to accomplish the mission and improve the organization.”
There is a significant amount of overlap in business and the military, particularly in the leadership development realm.
Dan discusses leadership as it applies specifically to the US miliary and to the Ukraine and Russian armies.
Dan details his Backbone of the Army Seminar, which is an introduction to leadership and focuses on solving two key challenges that we see in the leadership world. The seminar is designed to give participants some ideas and practices that they can use immediately to see results.

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Achieving Your Brand Standard

Mon, 04 Jul 2022 04:00:00 -0500

In this episode Phil and Greg discuss “Achieving Your Brand Standard,” what that means, and building a strong brand. They discuss how to define what branding means to you and your company, as well as how to create new branding standards that will help you shine in today's marketplace. Discover the critical importance of developing a clear and consistent brand message, and learn some valuable tips on how to create a strong branding strategy.

Key Points

Phil discusses why he named his business Sea Captain Coaching.
Greg talks about Scott Bedbury, a branding consultant and CEO of Brandstream, who elevated Nike’s and Starbucks’ branding. He says that creating a great brand is like raising a great kid. You have to be patient.
Greg explains “Challenger Brand Marketing, becoming a thought leader in your industry, and establishing a lighthouse identity. Successful brands have a clear sense of who they are and what they stand for. They radiate confidence in a way that invites prospects to navigate by their brand position in the market.
It is challenging to find different ways to project your messaging and confidence when creating a new brand or growing an existing brand. When working to build or grow a brand, one of a businesses’ primary target audiences is their own staff.
Strong branding is a great recruiting tool.
It’s important to develop a Unique Value Proposition. Greg and Phil both spend a lot of time working with their clients honing their bio and developing their unique story, differentiating them from competitors. This serves as a springboard to everything else. The key is to be able to deliver a consistent message across all platforms and for every team member to be able to describe the value being delivered consistently.

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Navigating the uncharted waters of post-covid growth

Mon, 20 Jun 2022 04:00:00 -0500

In this episode, Phil and Greg are joined by Sea Captain Coach Chad Myers. They talk about the challenges and opportunities leaders face due to Covid and its after-effects. In the latter part of the conversation, Chad shares his experience writing his book Blind Vision. Tune in to this episode and hear more tips on how building brain power helps improve health and individual performance.

Key Points:

Phil and Greg welcome their first guest on the show, Sea Captain Executive Coach Chad Myers. Chad offers his clients specialized expertise in developing a growth mindset and post-traumatic growth life coaching. He also co-authored a book called Blind Vision about his father’s journey of self-discovery from blinded-Vietnam veteran to successful multi-million-dollar insurance salesman and motivational speaker.
Life took a radical shift over the past two years because of Covid. Those in leadership are facing challenges—and opportunities—because of that.
There are the parallels between Post-Covid Growth and Post-Traumatic Growth, which is covered in Chad’s book Blind Vision.
Blind Vision is the story of Chad’s father and overcoming adversity after being blinded while in Vietnam.
Chad offers advice to his clients to help them get through difficult times.
Chad recently conducted a training seminar on post-Covid growth for medical professionals, who took the brunt of the physical and emotional toll of the pandemic.
Chad has an interest in neuroscience, and his coaching curriculum talks about building brain power to improve health and individual performance.
There are principles to help clients achieve a higher level of motivation, accountability and meaning for their life. Covid and its after effects are an opportunity for people to rewrite their life story.
Phil and Chad both advise clients to begin with the end in mind when setting new goals and priorities.
Chad advises clients to “Get comfortable with being uncomfortable.”
People can contact Chad at Chad@SeaCaptainCoaching.com.

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Concierge Client Care

Mon, 06 Jun 2022 04:00:00 -0500

In this episode, you’ll hear about the concept of concierge client care and what it means to financial advisors. Phil and Greg discuss how Phil came up with this term in his practice, and how he adopted this client service approach after hiring his own concierge physician.

Key Points:

There seems to be a move away from one-dimensional planning towards a more all-encompassing concierge-level of client care, particularly as clients age and become more affluent.

Phil shares his personal inspiration for concierge-style financial advising, relating a story about hiring a concierge physician for comprehensive, proactive healthcare to develop an ongoing plan for his future health and wellness.
The parallels between best practices for concierge physicians and concierge sales professionals are fact-finding/file, your team and their responsiveness, and client experience, including ongoing education.
In the financial services industry, the fiduciary standard of care is the gold standard because it involves always doing what’s in a client’s best interest. That means coordinating your efforts with other professionals who also work with the client, such as their attorney and accountant. It also may involve family members who may be impacted by the planning.
Phil says that for those who are in the top 1% of income earners, 99% of the financial advice in the media does not apply.
Phil and Greg discussed client experience and the importance and role it plays in concierge-level care.
Phil delivers a song parody based upon concierge care ideals.

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Prospecting to Your Passion

Mon, 23 May 2022 00:00:00 -0500

In this episode, you’ll hear about prospecting to your passions and how that helps build your business with like-minded clients. Phil and Greg discuss how keeping in mind your hobbies, interests and core values when prospecting for new clients will help grow your practice organically and ensure its longevity.

Key Points:

Phil and Greg discuss “prospecting to your passion,” or making connections with those who share the same interests as you.
Identifying shared passions before connecting to a prospect creates a more seamless transition into a meaningful conversation. What are your passions or hobbies?
Legacy practice is a term for a long-term practice that continues after you’re no longer an active advisor. The three things that separate good from great advisors are: Who are you in front of? What is the team that you build around you? What client experience do you provide?
Testimonial prospecting is when an advisor establishes an introduction based upon character traits instead of what they do. For instance, the question “what are the three things you like about working with me and my team?” This involves an emotional connection as well as highlighting who you are and what you stand for.
A Sea Captain Referral is a term for an introduction to someone who fits your client profile, involving these five components: income, occupation, assets, hobbies/interests and core values. If you match on two of the five components, Phil refers to this as a Sea Captain Introduction.
Phil and Greg discussed developing an ideal client profile, or your target market. This is the ideal client you are pursuing to grow your practice. A clear client profile helps you position your services and balance your resources to reach the right people, target your message and tailor your overall client experience.
Finding the ideal client prospect involves beginning with your best clients in mind and considering demographics, assets under management, services needed, hobbies or passions, media they follow and their values. Identifying these attributes will help you zero in on the right prospects.
Adapting a CEO mindset involves your team and carving out time to focus on client experiences and events.
From a marketing and branding perspective, you can also brand your business in a way that attracts like-minded people. What is your branding strategy?

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The Power of a Mission-Driven Day

Mon, 09 May 2022 04:00:00 -0500

In this episode, you’ll hear about a mission-driven day and how you can help your clients create their own mission statements. Phil and Greg discuss determining your personal mission, shining your light out, and serving others. You will also hear about influencing individuals to pursue a team vision as well as how to determine what road hazards could be in your way.

Key Points:

Your Mission is your Lighthouse beacon shining out and onto others. Phil focuses on individuals having their own mission-driven day.
Active listening involves repeating back what others say and staying present with others as they move through their issues.
Phil is a certified coach with the Brown School of Professional Studies.
Clarity around your daily mission is about simplicity and your passion to serve.
Phil experienced a rough patch in his leadership journey and used that challenging time to hone in on his mission statement. He came up with four things that, regardless of job title, employment scenario, or the opinion of others, he strives to accomplish every single day:
Meet someone new every day
Hear their story
Help them put their life’s puzzle together
Walk with them to their destination
Greg recalls a time when he was experiencing a rough patch and Phil said he would “walk with him” to his destination. The end result was Greg establishing his own firm, Trade Wind Marketing.
In order to develop a mission statement, Phil encourages his clients to draw on a time of their life where they experienced success and the feeling of a sense of purpose. He asks them to consider what it was that made this result happen and name some characteristics that described them during this stretch.
Mission keeps us on task, especially when adversity creeps into our growth. Phil and Greg discuss why it’s important to keep who you serve front and center and also keep the clarity in your mission.
Phil discussed individuals taking ownership for pursuing a team vision.

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Pursuing Your Vision For Growth

Mon, 25 Apr 2022 00:00:00 -0500

This week, Phil and Greg discuss vision and embracing a CEO mindset. They talk about breaking free of boundaries and taking risks to pursue a vision, and they explain the metaphor of the “lighthouse beacon.” Phil encourages everyone to dream big, without any obstacles in your way.

CEO Mindset means taking ownership of what you do every day as well as quarterly performance. In a visionary life, you may not win every day, or every month, but you can win every quarter. This is about forecasting sales results.
How do you offer guidance to your clients about establishing their vision and leading a visionary life? Dream it, then negotiate the terms. What are the obstacles? When you pursue a life of vision, you have promoters and detractors, both of whom are necessary.
What is the one risk that you can take that will take you to a different place?
The Lighthouse Beacon: with Core Values, the lighthouse beacon is shining on you. In a Visionary Life, your lighthouse beacon shines out, up to the heavens and way out to the horizon. It’s a metaphor that helps explain what a vision is, a three-year look at your personal, professional, and organizational growth.
Vision is never technically attained; it’s always a changing trajectory.
Greg discusses the Lighthouse Identity with marketing. When you’re trying to attract new clients, it’s important to be able to exude confidence and know what you stand for AND what you stand against.
Risk taking and Conquering fear are essential in pursuing vision. People who are successful are inherently risk takers.
Risk is the uncharted water of personal and professional growth.
Dream big. Imagine what your life could be like with no obstacles in the way. These boundaries can halt our motion forward and sabotage our growth.
Visionary living is a team sport. Your partner should understand and be willing to share in your vision.
Early career success is often like getting to basecamp for a mountain climber. The challenge is now to move beyond basecamp to summit and achieve your vision. Think of your summit as where your vision lives. Those who want to summit need a Sherpa or a coach.
Jim Collins says in his #1 best-selling book Good to Great, “Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice and discipline.” Elements to consider are discipline, having supportive people around you (team members and life partners), determining a measure of success, and recognizing that vision evolves. If your team members can achieve their vision within your vision, there’s no reason for them to ever leave.

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Gaining Core Values Clarity

Mon, 11 Apr 2022 04:02:00 -0500

In this episode of the Sea Captain Way, Phil and Greg discuss core values and the importance of uncovering yours. They’re the filters for your decision making. While establishing your core values is one step, operating within them and being true to yourself is another challenge.

Key Points

Core values are an open architecture, in other words, you get to choose them. But it’s your responsibility to operate within them. Core values represent your truth. Once you establish them, they’re set.
An individual’s core values serve as ground rules for living his or her best life. When your core values are front and center, there’s more direction and less conflict. Core values are about setting a course for your vision.
Phil establishes what someone’s core values are by asking them what three things they’d tell their child to do in order to be a success in life.
People stagnate or plateau in their career when they don’t take the risks necessary to move on.
Core values are what you stand for, a leadership compass, and are a filter for decision making.
Core values can be used to resolve conflicts between team members as well as ensure harmony and alignment.
Listening is the act of beginning to discover the core values of others. When listening, make sure the other person is heard, relate the emotion you hear in their voice, asking permission to offer feedback.
Core values are more than just words. They are the basis for beginning relationships, growing relationships, and potentially ending relationships.
Core values are your core strength.

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Why Your Story Matters

Mon, 11 Apr 2022 04:00:00 -0500

The Sea Captain Way is about energizing top performers to take risks, push outside their comfort zone, and pursue life-changing goals. Co-hosted by Phil Bender, Sea Captain Coaching's Founder, and Greg Patton, President of Trade Wind Marketing, the podcast investigates what it takes to navigate the uncharted waters of personal and professional growth.

In this episode, you will hear the story of Phil and his journey to found Sea Captain Coaching. What is the plot of your story and what makes it compelling?

Key Points

Sea Captain Coaching is all about helping others navigate the uncharted waters of personal and professional growth. We work on meeting people, discovering what visionary life they want to achieve, and helping them pursue it.
Phil had many coaches and mentors throughout life. Until he was 35 he never really let one in to help him achieve living a visionary life. That was when he set his course for navigating uncharted waters.
Who you are is more than what you do. What gets you to Base Camp is a lot more about what you do and what you know, but to summit it takes more than just that.
Collaborating with clients helps them develop a compelling story about their personal journey and how that helps them connect with clients and prospects. Lead with vulnerability. Helping people articulate their character is important. It builds intimacy and allows them to pursue their hopes and dreams.
Phil says his life’s goal is to be a hero. He asks people what hero traits they think about when they’re at peak performance. What are those traits?
Phil had a defining moment that brought him to this career. “And that path changed me in a lot of ways, not right away, not even consciously, but to know me is to know that, from that day forward, I was going to become a protector of people. And maybe you could make a case for being my penance. But the point is that I was set to become a protector of others.”
It’s important to figure out your own story in order to use it in the engagement process with potential clients. Who you are is more important than what you are.
Greg told his Quin Oaks branding story. (feel free to elaborate here)
What is your story? What makes it compelling? What are the different character layers you pull from it?

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