Echelon Radio Podcast
Echelon Business Development Network professionals have a lot to say. Some are wealth managers, lawyers, accountants, actuaries, real estate brokers, business brokers, business owners. And they all have stories about what makes them successful as professionals and human beings. We can all learn from them. Check them out! Echelon Business Development Network.
Episodes
53 episodes
Meet David Schneider of The Law Offices of David R. Schneider, APC
Passionate about his work, and incredibly compassionate towards others, David Schneider of The Law Offices of David R. Schneider, APC, thoughtfully walks us through the daunting topic that not many want to thi...
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Season 1
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Episode 50
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36:41
Meet Robert Grossman with Black Diamond Leadership
A natural born leader and, one might say, philosopher, Robert Grossman of Black Diamond Leadership takes us on a journey through his own life experiences to show us why emotional mastery and psychological safety is so important in the workplac...
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Season 1
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Episode 49
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28:11
Meet Uziel Gomez with Primeros Financial
Financial expert and a thrill seeker at heart, Uziel Gomez is paving the way for first-generation wealth builders through the firm he founded, Primeros Financial.Born and raised in the San Fernando Valley, Uziel was inspired at a young...
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Season 1
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Episode 48
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31:02
Meet Miles Rader with Willner & Heller LLC
Composed and wise beyond his years, Miles Rader is undoubtedly making a name for himself in the wealth management world.As a wealth advisor at Willner Heller LLC, Miles discusses his role within the firm and how he transitioned to get ...
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Season 1
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Episode 48
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24:52
Meet Meredith Sesser with Sesser Law
One-of-a-kind in both her personal and professional life, Meredith Sesser of Sesser Law dives into the world of ERISA and demonstrates to us why she is truly unstoppable.Los Angeles native, Meredith Sesser is among the nation’s leading...
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Season 1
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Episode 47
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21:10
Meet Sean Hart with CMG Home Loans
A mortgage broker with a passion for uncovering hidden opportunities, Sean Hart of CMG Home Loans uncovers his unique journey from a family mining legacy in Montana to a thriving career in mortgage brokerage.We learn how Sean’s experie...
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Season 1
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Episode 46
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25:56
Meet Jon Wingent with Morton Wealth
Strategic, personable, insightful. Join us for an engaging and compelling conversation with Jon Wingent, a knowledgeable wealth expert whose journey from the UK to Southern California led him to a transformative role at Morton Wealth.<...
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Season 1
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Episode 44
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29:42
Meet Tom Drucker of Consultants in Corporate Innovation
Worldly. Empathetic. Purposeful. Tom Drucker takes us on a remarkable journey of transitioning from clinical psychology therapy to corporate consulting, where he helps leaders enhance productivity and emotional intelligence.Tom shares ...
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Season 1
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Episode 43
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26:04
Meet the Member - Jordi Pujol with Objective
A fitness fanatic, a knowledge wielder, and travel connoisseur, Jordi Pujol promises to broaden your understanding of the health tech industry and his journey into it.In this insightful episode, Jordi dives into the intriguing world of...
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Season 1
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Episode 42
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20:43
How She Got Her Start with Jerri Hemsworth - De Ivett with 5D Spectrum
Jerri Hemsworth, CEO of Newman Grace Marketing, interviews De Ivett, CEO of 5D Spectrum. De shares her story of how her journey into creative marketing began. What are...
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Season 1
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Episode 9
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43:05
How She Got Her Start with Jerri Hemsworth - Thao Truong
Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Thao Truong, Wealth Advisor with Morton Wealth. Thao shares...
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Season 1
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Episode 8
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25:21
Meet Nicole Moser with FOR•GE
Nicole Moser of FOR•GE Advisory, an outsourced marketing company, takes us through her journey of creating FOR•GE, their focus on providing high-quality marketing resources to small businesses and startups, and what her passions are outside of...
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Season 1
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Episode 39
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16:38
Meet Scott Levin with San Diego Divorce Mediation & Family Law
A passionate collector of sports memorabilia, family law attorney Scott Levin—also known as the Chief Peacekeeper—gives us a play-by-play of his transition from litigator to mediator.He tells us about the benefits of helping couple...
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Season 1
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Episode 38
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20:46
Meet Donald Jones with DMJ Insurance Services, Inc.
After finding his way back to his hometown in Camarillo, California, Don Jones is trailblazing an evolutionary path in the insurance industry.Out of college with a major is business accounting and a natural conversationalist, Don J...
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Season 1
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Episode 37
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32:28
How She Got Her Start with Jerri Hemsworth—Jennifer Caruso
Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Jennifer Caruso, Wealth Advisor at Morton Wealth. Jennifer shares her story of how her journey into becomin...
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Season 1
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Episode 6
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21:53
Meet Terry Sternberg, Esq. with Law Office of Terence M . Sternberg
A lover of the English language. A voracious reader of historical knowledge. A fierce litigator. Terence “Terry” Sternberg has made a name for himself in and out of the courtroom.Terry’s path into law is an interesting one. One tha...
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Season 1
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Episode 37
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28:15
Meet Vardan Pogosian, CPA with Pogosian Tax Planning Inc.
Tax strategist Vardan Pogosian is a former IRS agent who has taken tax planning to the next level.Born in Armenia and raised in Mongolia, Vardan had his first experience in the business world running numbers and crunching data for ...
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Season 1
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Episode 36
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23:35
Meet Adam Grant with Grant | Shenon
Ultraman World Champion. Ironman. Lifelong learner. A fierce litigation lawyer, Adam Grant has made a name for himself in and out of the courtroom.Adam was born in Phoenix, Arizona but grew up in La Jolla, Calif. It was here where ...
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Season 1
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Episode 34
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32:56
The Original Mixer with Frank Mottek—Matt Coletta
Echelon at the original Mixer with Frank Mottek from 790 KABC's Mottek On Money and Matt Coletta of M&A Business Advisors.Frank interviews
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Season 1
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Episode 4
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8:15
Echelon at The Original Mixer with Frank Mottek—De Ivett
Frank Mottek from 790 KABC's Mottek On Money interviews De Ivett, CEO of 5D Spectrum. Frank Mottek interviews for Ech...
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Season 1
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Episode 2
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8:24
Echelon at The Original Mixer with Frank Mottek—Brian Rabinovitz
Frank Mottek from 790 KABC's Mottek On Money interviews Brian Rabinovitz, Director of Business Development West Coast for...
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Season 1
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Episode 1
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10:36
Meet Dena Klotz with Lagerlof, LLP
An energetic and engaging person who has a great love for the outdoors, Dena Klotz’s has a rich history that has influenced not only her personal life but her career path as an estate planning attorney.Dena’s former careers gives h...
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Season 1
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Episode 32
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24:30
Meet Michael Bloom with The Agency
An avid tennis and golf player, real estate agent Michael Bloom joins us to discuss his road into real estate and how his world experience has been a great impact on his life. Michael’s beginnings started here in So Cal, mor...
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Season 1
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Episode 31
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19:21
