Tag: Investing

FEATURE
Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)

Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)

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It takes relentless determination to build a successful investment management firm from the ground up, defying all odds and turning adversity into triumph.

David Perkins, CEO and co-founder of Gondola Partners, is a testament to the power of grit, vision, and unapologetic determination in the world of investment management.

Through heartfelt storytelling, David emphasizes the significance of his four principles of success: clear vision, system creation, discipline, and passion. This insightful conversation reveals how these principles drove him to build an impressive career in alternative investment solutions, making it a must-listen for anyone intrigued by the fusion of inspiration and financial expertise.

Key conversations include:

  • David’s incredible journey from financial hardship to success in investment management
  • His four pillars of success
  • The importance of caring for others, both personally and professionally, as a core leadership trait
  • Innovative alternative investment opportunities, such as tax lien funds, and their impact on diversified portfolios
  • And more!

Resources:

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Connect With David Perkins:

About Our Guest:

David Perkins has more than three decades of investment management experience and a notable history of building, operating, and leading innovation-based firms.

As the founder of Gondola, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status quo by unlocking unique alternative investments for a select group of Advisors.

David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion in Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.

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FEATURE
The Art of Intentionality With Jerome Myers (Ep.16)

The Art of Intentionality With Jerome Myers (Ep.16)

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There has probably been a time in your life where you feel ‘stuck’. Being stuck within your career, stuck in the same town, the list goes on.

Why does this happen and how can you combat this overwhelming feeling?

In this episode, Brittany Anderson talks with Jerome Myers, founder of the Myers Development Group, LLC. They discuss how Jerome coaches people through the tough times in life to pursue all that is possible.

Jerome discusses: 

  • His journey to creating the Myers Development Group, and what makes the company different from other investing companies
  • The feeling of being unfulfilled despite “having it all”
  • His approach when helping people who feel ‘stuck’
  • Three types of relationships and how to determine whether they are mutually beneficial
  • And more

Resources: 

Connect With Jerome Myers:

Connect With Sweet Financial Partners:

About Our Guest:

Jerome Myers is a corporate America dropout who helps others exit the matrix.

After building a 20MM division at a construction company and having to lay off his teammates two years in a row, he’d had enough and decided to become a full-time real estate entrepreneur.

His approach to (YOU):

By harnessing the power of counseling, consulting and mentoring his teams helps clients find their inspiration and use it as fuel to build the life they desire.

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Combatting Doubt Within Your Career With Steve Ody (Ep.15)

Combatting Doubt Within Your Career With Steve Ody (Ep.15)

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The way you perceive success can heavily influence how you find fulfillment in your work.

How can you find fulfillment when pursuing your passions?

In this episode, Brittany Anderson talks with Steve Ody, host of the Traveling Optimist podcast, to talk about creating “the dream life” and how you can pursue it within your career.

Steve discusses: 

  • The inspiration behind his show and how he communicates his passion to listeners
  • The journey to creating the Traveling Optimist podcast and how it helped him pivot his business mindset during the pandemic
  • His inspiration perspective on success and how to find fulfillment in what you put out into the world
  • How to approach the feeling of doubt to take a chance within your career 
  • And more

Resources: 

Connect With Steve Ody:

Connect With Sweet Financial Partners:

About Our Guest:

Steve Ody is an entrepreneur and is passionate about making a difference and building relationships for the long term.

He is results-driven and customer-focused, with a proven track record in developing and driving sales and marketing initiatives (off and online) to deliver sales, profit, and service targets in intensely competitive commercial environments. He is a first-class communicator, expert in developing and sustaining working relationships (internal and external) at senior levels across different sectors. He is also the host of the podcast series called the Traveling Optimist!



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FEATURE
Navigating the Certainties and Uncertainties of Financial Planning (Ep. 14)

Navigating the Certainties and Uncertainties of Financial Planning (Ep. 14)

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How often do you stress about things that you have zero control over?

For some reason, as humans, we seem to do this a lot.

In this episode, Brittany Anderson and Bryan Sweet discuss the struggle of internal and external uncertainties, particularly when planning your future. They also highlight some key resources to help you through these discouraging thoughts and emotions.

Bryan and Brittany discuss: 

  • How Dan Sullivan’s exercise turns uncertainties into certainties
  • Why internal and external uncertainties need to be addressed differently
  • Wealth advisors’ ability to help mitigate your uncertainties in financial markets
  • How communication can alleviate the struggle of internal uncertainty
  • And more

Resources: 

Connect With Sweet Financial Partners:

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