Tag: Growth Mindset

You’re Either Winning or Learning: Ron Greenberg on Building a Life That Works (Ep. 87)

You’re Either Winning or Learning: Ron Greenberg on Building a Life That Works (Ep. 87)

Ron Greenberg didn’t grow up around wealth, but he did grow up with hustle. 

In this inspiring episode, Ron shares how a modest upbringing, a strong work ethic, and a desire for financial stability propelled him into a 35+ year journey of entrepreneurial success.

From duct-taped car doors to onboarding his firm’s largest client ever, Ron’s story is about more than just grit. It’s about how consistent vision, personal accountability, and deep relationships shaped the business and life, which he never thought was possible.

Here’s what you can expect from this release:

  • How Ron turned early scarcity into a life of service and abundance
  • The power of visualizing success and working backwards from the dream
  • Why leadership means letting go, not doing more
  • How golf became his most effective relationship-building tool
  • And more!

Resources: 

Connect With Ron Greenberg:

Connect With Sweet Financial Partners:

About Our Guest:

As a founding partner of Greenberg and Rapp Financial Group, Inc., Ronald Greenberg has devoted his practice to working with closely-held business owners and affluent individuals, and has developed one of the leading national firms dedicated to helping clients grow, manage, and preserve their wealth.

Ron began his career in financial services with Prudential in 1988. He holds the Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP®,) and Master Registered Financial Consultant (MRFC®) designations. Ron was a member of the prestigious Million Dollar Round Table* and has been a Top of the Table level advisor. He is a past president of the North Jersey Chapter of the Society of Financial Service Professionals as well as a member of the Tri-County and Northern NJ Estate Planning Councils. He has spoken extensively on the topics of preserving family wealth and exit planning strategies for business owners.

In his community, Ron is a founding board member of Liam’s Room, whose mission is to create home-like hospital rooms for children with life-threatening illnesses. He is also a volunteer at Cresthaven Academy, a charter school in Plainfield, NJ.

An avid golfer, Ron lives in Westfield, NJ, with his wife Debbie and two children.

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

JR Lay on Reinvention, Alignment, and Leaving a Legacy (Ep. 86)

JR Lay on Reinvention, Alignment, and Leaving a Legacy (Ep. 86)

He started a business at 19 to impress a girl. That girl became his wife, and the business became the foundation for a powerful entrepreneurial journey spanning over two decades.

In this release, Bryan Sweet sits down with JR Lay, bestselling author, global keynote speaker, and founder of Level Up Business. From early success and personal setbacks to family alignment and faith-fueled decisions, JR shares how he’s transforming hard-earned wisdom into his next big leap.

You’ll hear:

  • Why success without alignment creates internal conflict
  • How fear of judgment and fear of success keep entrepreneurs stuck
  • The five “fires of fear” and how to move through them
  • How video content can become a long-lasting legacy asset
  • And more!

Connect With Sweet Financial Partners:

Connect With James Robert (JR) Lay:

About Our Guest:

James Robert Lay is one of the world’s leading digital marketing authors, speakers, and advisors for financial brands. As a digital anthropologist based in Houston, TX, James Robert is the author of the bestselling book, Banking on Digital Growth. He is also the founder and CEO of the Digital Growth Institute, where he has guided more than 520 financial brands on a mission to simplify digital marketing and sales strategies that empower banks and credit unions to generate 10X more loans and deposits.

James Robert has been named one of the Financial Brand‘s “Top Global Financial Services Influencers to Follow,” a CUNA “Credit Union Rock Star,” and a CU Times “Under 40 Trailblazer.” His insights have been featured in leading media outlets including Entrepreneur.com, US News and World Report, Quartz, The Financial Brand, American Banker, CU Times, and CU Journal, among many others, and he frequently shares his research and insights at industry events and universities throughout the United States. 

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.