Industry Leader Insights with Chad Coe

Chad Coe
  • 5.0 (2)
  • Entrepreneurship

Industry Leader Insights with Chad Coe features conversations with visionaries, executives, and trailblazers who are redefining the modern business landscape. Hosted by Chad Coe—founder of Coe Financial Group, philanthropist, and a frequent keynote speaker—this podcast bridges the gap between high-level strategy and real-world execution. Drawing from decades of experience in financial services and a career spent motivating audiences from the stage, Chad brings a unique perspective to every conversation. Each episode features deep-dive interviews with industry or business leaders to uncover:The Strategic Mindset: How the experienced professionals approach problem-solving and growth.Pivotal Moments: The failures, risks, and breakthroughs that defined their careers.Leadership Philosophy: Actionable wisdom on building culture, leading teams, and staying resilient.Wealth & Legacy: Insights into balancing professional excellence with personal impact and philanthropy.Whether you are an aspiring entrepreneur, a seasoned executive, or someone looking to level up your leadership game, Industry Leader Insights provides the tools and inspiration to help pursue success. Join Chad as he shares perspectives and lessons from accomplished business leaders one episode at a time.  Investment Executive Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera firms are under separate ownership from any other named entity. 1466 Techny Road, Northbrook, IL 60062   This podcast is for informational and educational purposes only and is not intended as investment, legal, or tax advice. 

  1. 18h ago ·  Video

    Leadership Masterclass | UPS - VP Noel Massie on Growth & The BEST Principle - 200,000 Employees

    Leadership Masterclass | UPS VP Noel Massie on Growth & The BEST Principle In this episode of Industry Leadership Insights, host Chad (Coe Financial Group) sits down with Noel Massie, former Vice President of US Delivery Operations at UPS and author of "Congrats, You've Been Promoted". Noel spent 42 years rising through the ranks at UPS starting as a part time entry level employee in college to overseeing more than 200,000 employees nationwide.In this masterclass on corporate leadership and management, Noel breaks down key frameworks for new and experienced managers, including the BEST Principle for structured conversations and the 4x5 Method for effective conflict resolution and influence. He also discusses why "there are no casual moments in leadership," how to build an unbreakable professional reputation, and why true leadership is about coaching and investing in others. what will learn form this video: - How to transition from entry level employee to executive leadership - The "One Reputation" philosophy: why leaders are always evaluated - The BEST Principle: Be Clear, Expect the Best, Stick to the Objective, Test Commitment - The 4x5 Method: Mastering perspectives and intensity levels in critical conversations - Why leadership is about coaching, mentorship, and continuous feedback - The core principle of lasting success: "You can't hope to get more than you give" Video Chapters: 00:00 - Introduction to Noel Massie & His 42 Year UPS Career 02:40 - The Responsibility of Giving Back & Philanthropy 06:48 - "One Reputation" & Why There Are No Casual Moments in Leadership 09:53 - Starting at UPS: Hard Work, Education, and Integrity 12:25 - The BEST Principle for Effective Communication 19:50 - The 4x5 Method for Leadership Influence & Conflict Resolution 33:07 - Leadership as Coaching & Managing Scale 39:05 - Surprise Guest: Former UPS Manager Jill Naren Shares Her Experience 51:15 - Noel’s Book "Congrats, You've Been Promoted" & Final Wisdom About Noel L. Massie: Website: https://noelmassie.com/ Email: noel@noelmassie.com LinkedIn: https://www.linkedin.com/in/noel-massie-8b7511a Facebook: https://www.facebook.com/p/Noel-Massie-61577754506580/ Book: Congrats! You've Been Promoted https://a.co/d/0cTXT2uP  #Leadership #Management #UPS

  2. 18h ago ·  Video

    Overcoming Business Isolation & Scaling Your Startup | Michael Dermer Insights

    Overcoming Business Isolation & Scaling Your Startup | Michael Dermer Insights Welcome to this insightful interview featuring Michael Dermer, founder of The Lonely Entrepreneur and pioneer of the health incentive industry with IncentOne. In this episode, Michael shares his real world journey of building a 500 employee company, navigating the harrowing 2008 financial crisis, and transforming overwhelming business pressure into long-term entrepreneurial success.Whether you are a startup founder, small business owner, or corporate leader, this discussion delivers actionable frameworks to help you shift your perspective, overcome the isolation of leadership, and build a resilient business model. what will learn form this video: - How to change your mindset and perspective when facing intense business pressure and financial crisis. - The core reasons behind entrepreneurial loneliness and how to overcome leadership isolation. - Practical strategies to scale a business from initial concept to industry leading acquisition. - How to access essential tools, templates, and ongoing support needed for sustainable business growth. - Proven leadership principles to shift your focus from daily survival to long-term growth. Timestamps: 00:00 - Introduction & Meeting Michael Dermer 03:15 - Navigating the 2008 Financial Crisis & Crisis Management 08:40 - The Power of Perspective in Entrepreneurship 15:10 - Building a One- Stop Ecosystem for Founders & Small Businesses 23:30 - Key Leadership Strategies for Scaling Your Business 30:15 - Final Words of Wisdom for Modern Business Leaders Connect with Michael Dermer: • LinkedIn: https://linkedin.com/in/michaeldermer • Website: https://lonelyentrepreneur.com • Email: michael.dermer@lonelyentrepreneur.com 📍 Location: New York, USA If you enjoyed this conversation, don't forget to Like, Comment, Share, and Subscribe for more interviews with entrepreneurs, business leaders, and industry experts. #Entrepreneurship #MichaelDermer #TheLonelyEntrepreneur

    Overcoming Business Isolation & Scaling Your Startup | Michael Dermer Insights

  3. 18h ago ·  Video

    Strategic AI Adoption & Cyber Resilience | Brian Beck on Enterprise Risk & Security

    Strategic AI Adoption & Cyber Resilience | Brian Beck on Enterprise Risk & Security Navigating artificial intelligence and cyber security in 2026 requires more than just following industry hype. In this episode of the Leadership Insight podcast, host Chad Coe sits down with Brian Beck, Senior Consultant at Proxerve Solutions, to unpack how mid sized organizations can turn AI and cyber security into measurable, strategic business outcomes.Brian shares lessons from over 35 years in technology, breaking down why companies struggle with AI implementation, how to prevent employee driven data breaches, and how executives can protect company reputation while scaling securely. what will learn form this video: - How to transition AI tools from short-term hype into strategic ROI. - The top cyber security risks executive leadership teams overlook. - Why human error remains the biggest breach point and how to fix it. - How Privileged Access Management (PAM) protects against unintended downloads. - How to align technology standards with overall business growth and compliance. Timestamps: 00:00 - Introduction & Brian Beck’s 35-Year Tech Journey 05:16 - The Hype Around AI vs Strategic Business Outcomes 08:08 - The Real Cyber Security Risks of 2026 13:30 - How One Human Click Causes Millions in Breach Damage 18:05 - Using AI for Cyber Defense and Security Automation 24:45 - What to Look For in an Executive IT Partner (The ELC Model) 31:25 - Leadership, Personal Milestones, and Defining Abundance 35:45 - How to Connect with Brian Beck & Closing Remarks   #CyberSecurity #AILeadership #BusinessStrategy

  4. 18h ago ·  Video

    Why Smart People Make Bad Money Decisions | Behavioral Finance Expert Samantha Lamas

    Why Smart People Make Bad Money Decisions | Behavioral Finance Expert Samantha Lamas Why do smart people make poor financial choices even when they have all the right facts? In this episode of the Leadership Insight podcast, host Chad Coe sits down with Samantha Lamas, Senior Behavioral Researcher at Morningstar, to explore the fascinating intersection of human psychology and personal finance. In this deep dive interview, Samantha breaks down how early experiences shape our personal "money stories," why discussing money remains a social taboo, and how fear and mental shortcuts lead investors off track. You'll also learn about Morningstar's proven choice architecture framework for setting real financial goals, how to align your investments with your personal values, and practical strategies like the "3 day wait rule" to protect yourself from emotional impulses and financial manipulation. What you will learn from this video: How your personal "money narrative" unconsciously controls your spending, saving, and risk tolerance. Morningstar's 3-step goal discovery process to identify your true financial priorities (and why 76% of people get their goals wrong initially). How to manage financial fear, hindsight bias, and bad advice driven by social comparison. Why AI tools can't replace the empathy and deep understanding of a human fiduciary financial advisor. The 3-day rule to protect yourself from impulse decisions, scams, and high-pressure financial tactics. How to use positive psychology frameworks (PERMAAV) to align your wealth with what actually brings you fulfillment. Video Chapters: 00:00 - Intro & Samantha Lamas’s Background 01:14 - What is Behavioral Finance? 03:22 - Money Stories & Financial Narratives 05:04 - Why Money is a Taboo Subject 07:25 - Overcoming Fear and Managing Market Risk 11:11 - Why AI Can't Replace Financial Advisors 14:19 - Morningstar’s 3 Step Goal Discovery Process 22:48 - Managing Family Finances & Generational Wealth 24:34 - The Danger of Comparing Decisions to Neighbors 26:57 - The PERMAAV Framework: Aligning Money with Values 30:28 - Avoiding Financial Scams: The 3 Day Wait Rule 33:06 - Morningstar Ratings Explained 38:34 - The Value of Working with a Fiduciary   About Samantha Lamas: LinkedIn:   / slamas   Company Website: https://www.morningstar.com Business Email: lamassam21@gmail.com #BehavioralFinance #PersonalFinance #FinancialPlanning

  5. Aug 6 ·  Video

    Beyond Innovation | Steve Anderson's 14 Principles for Amazon-Level Success

    Beyond Innovation | Steve Anderson's 14 Principles for Amazon-Level Success Join Chad Co. and renowned business coach Steve Anderson, best selling author of "The Bezos Letters," as they deconstruct Amazon's unprecedented success. Steve reveals actionable strategies from Jeff Bezos's shareholder letters, focusing on how leaders can navigate risk, embrace innovation, and scale operations like the e-commerce giant. Discover the mindset shifts and practical principles Amazon used to become the "world's biggest startup," applicable to businesses of all sizes, from startups to established enterprises. This conversation offers invaluable insights into calculated risk-taking, customer obsession, and dynamic invention for sustainable growth. **What You'll Learn in This Video:** -  How Jeff Bezos's "Bezos Letters" reveal 14 core principles for business growth. -  The critical difference between innovation and dynamic invention for market leadership. -  Why encouraging "successful failure" is essential for fostering creativity and growth. -  How Amazon's "obsess over customers" mindset drives strategic decisions and the flywheel effect. -  Practical strategies for making high-velocity decisions and simplifying business complexity. **Video Chapters:** 0:00 Intro 0:28 Welcoming Steve Anderson, Author of "The Bezos Letters" 1:20 Steve's Journey: From Insurance to Analyzing Bezos's Strategies 3:45 Why Companies Fail & Amazon's Continuous Reinvention 5:45 Uncovering the Hidden Threads in Bezos's Shareholder Letters 7:00 Bezos's Early Vision & Calculated Risk-Taking 9:30 The "Master of Risk": How Bezos Used Risk Strategically 10:40 Amazon's Founding Story: From Books to Infinite Shelf Space 12:20 Life Pre & Post "The Bezos Letters" Book 16:00 The Accidental Book: From Lead Magnet to Bestseller 18:00 Who Can Benefit? Mindset for Small to Medium Businesses 19:45 Understanding the Four Growth Cycles: Test, Build, Accelerate, Scale 22:45 The Art of Book Cover Design & Michael Hyatt's Foreword 25:00 Principle 1: Encourage Successful Failure (The Fire Phone & Echo Example) 30:50 Principle 2: Bet on Big Ideas 31:00 Principle 3: Practice Dynamic Invention & Innovation (vs. just Innovation) 33:40 Principle 4: Obsess Over Customers (The Empty Chair & Amazon Flywheel) 38:50 Principle 5: Make High Velocity Decisions (Type 1 vs. Type 2 Decisions) 42:40 Principle 6: Make Complexity Simple (The Pillpack Example) 45:00 Steve's Proudest Accomplishment & Hobbies 46:30 How to Connect with Steve Anderson 🔔 Subscribe for more 🌐 Website: TheBezosLetters.com (Personal) Catalyit.com (Company) 💼 LinkedIn: linkedin.com/in/stevetn Email:steve@steveanderson.com

  6. Aug 6 ·  Video

    From Intel Engineer to 5M+ Creator | Business & PEO Strategies with Crystal Jackson

    From Intel Engineer to 5M+ Creator | Business & PEO Strategies with Crystal Jackson In this episode of the Leadership Insight podcast, host Chad Co sits down with Crystal Jackson co-founder of Ascent L and content creator with over 5 million followers. Drawing from her career transition as an Intel engineer to a leading voice in the creator economy, Crystal shares critical business, legal, and operational insights for creators, solopreneurs, and small business owners. What you will learn from this video: - Corporate Foundations: Why setting up an S Corp or LLC protects online creators from tax pitfalls and contract liabilities. - Affordable Benefits & PEOs: How Ascent L provides access to healthcare, workers' comp, and HR infrastructure tailored for solo entrepreneurs. - Combating Fraud: Strategies for handling online scams, fake accounts, and brand impersonation at scale. - AI & Workflow Automation: How to leverage AI agents and deterministic workflows to streamline overhead while maintaining strict compliance. - Monetization Realities: The changing landscape of brand deals, equity models, and building sustainable income on YouTube.  Video Chapters: [00:00] - Introduction to Leadership Insight & Host Chad Co [01:16] - From Intel Engineer to Entrepreneur: Crystal’s Story [03:43] - Navigating Tech as a Female Engineer & Assertive Leadership [10:43] - Entrepreneurial Ventures in Cattle Tech & Data Analytics [13:30] - The Healthcare Struggle & Working with California Public Health [15:41] - Transitioning into the Creator Economy [16:06] - Why Creators Must Treat Content Creation as a Business [19:41] - What is Ascent L? Launching a PEO for Creators & Small Businesses [24:36] - Expanding Across States & Managing Remote HR/Payroll [29:32] - Addressing Social Media Scams & Brand Protection [32:19] - Monetization Trends, Brand Equity & YouTube Growth [35:28] - Streamlining Business Workflows with AI Agents [41:31] - Off the Grid Life, Fly Fishing, and Heritage [43:30] - How to Connect with Ascent L & Coe Financial Group About Crystal Jackson, MBA: LinkedIn: https://www.linkedin.com/in/crystal-jackson-mba-8893b72bb Company Website: https://essenticreator.com Business Email: crystaljackson21@gmail.com   #CreatorEconomy #BusinessStrategy #Entrepreneurship

  7. Aug 6 ·  Video

    From Morbid Obesity & Organ Failure to AI Business Mentor | Terrance McMahon & Chad Coe

    From Morbid Obesity & Organ Failure to AI Business Mentor | Terrence McMahon & Chad Coe  this episode of Industry Leader Insights with Chad Coe, we sit down with Terrence McMahona former MassMutual CEO who survived near fatal liver failure and a 90 day death sentence to completely reinvent his life. Terrence shares his incredible story of going from a 350-pound executive to becoming a 3 time best selling author, TEDx speaker, and pioneer in AI business growth. We explore how financial advisors and entrepreneurs can leverage location independent business strategies, AI automation, and direct offers to scale their impact without sacrificing their health or peace of mind. what will learn form this video: - How Terrence McMahon survived near death liver failure and rebuilt his life from zero - Practical AI and automation strategies to scale financial advisor and business lead generation - The power of moving from one on one sales to a "One to Many" location independent business model - How to create irresistible offers and leverage AI as a multiplier for content and authority building Timestamps: 00:00 - Introduction: Chad Coe Welcomes Terrence McMahon 00:41 - The Miracle Liver Transplant: Surviving a 90 Day Death Sentence 03:25 - From Door to Door Sales to MassMutual CEO 07:10 - The Hospital Wake Up Call & Overcoming Addiction 14:03 - Becoming an Advocate vs. Salesperson 19:03 - Hosting America's First Live AI Training & Building Tech 24:02 - The Power of the "One to Many" Business Model 30:00 - Writing Books & Creating Irresistible Offers with AI 40:00 - Business Wisdom: Injections, Infusions, and Living an Abundant Life About Terrance McMahon: LinkedIn: https://www.linkedin.com/in/terrance-mcmahon-07b3ab7 Company Website: https://1000xai.com Personal Website: https://terrancemcmahon.com Location: Dorado, Puerto Rico, USA   #Entrepreneurship #AIBusiness #LeadershipInsights

  8. Aug 6 ·  Video

    How High Performers Recover From Mistakes & Build Unshakable Resilience | Dr. Daniel Eiferman

    How High Performers Recover From Mistakes & Build Unshakable Resilience | Dr. Daniel Eiferman In this episode of the Leadership Insight podcast, host Chad Co interviews Dr. Daniel Eifermantrauma surgeon, healthcare leader, educator, and author of Cut Open: A Surgeon's Story of Loss, Resilience, and Growth. Operating at the intersection of high stakes medicine and human resilience, Dr. Eiferman pulls back the curtain on the emotional realities of surgical practice, managing critical mistakes, overcoming mental setbacks, and cultivating high performing teams under extreme pressure. Whether you are a healthcare professional, business leader, entrepreneur, or student, this discussion offers rare insights into managing stress, conquering negative thought patterns, and building authentic trust within high stakes environments. what will learn form this video: - How to recover psychologically from failure and high stakes complications. - The "3 Ps" of negative thinking (Personalization, Pervasiveness, Permanence) and how to break the spiral. - Why vulnerability is the single fastest catalyst for building trust and high performing teams. - How to establish an effective inner circle and peer support system for long term mental health. - Core leadership and communication principles that translate directly from the operating room to business and personal life. Timestamps: 00:00 - Introduction: Dr. Daniel Eiferman 00:01:28 - From Primary Care to Trauma Surgery 00:04:40 - Bouncing Back From Surgical Mistakes 00:06:16 - Overcoming Negative Thoughts (The 3 Ps) 00:10:45 - The Importance of Peer Support & Inner Circles 00:13:24 - High Stakes Leadership & Teamwork 00:17:40 - Building Trust Through Vulnerability 00:21:05 - Processing Hard Outcomes & Active Contributions 00:29:36 - Inside the Book: Cut Open 00:36:26 - Defining Success Beyond the Operating Room About Daniel (Danny) Eiferman, MD, MBA, FACS: LinkedIn: https:https://www.linkedin.com/in/daniel-eiferman/ Book: CUT OPEN: Leadership Lessons Surgery Never Taught,but Every Clinician Needs (Available March 19, 2026) Position: Professor of Surgery, The Ohio State University Wexner Medical Center Recognition: Castle Connolly Top Doctor (since 2018) Education: The Ohio State University, Northwestern University Location: Dublin, Ohio, United States   #LeadershipInsights #Resilience #DrDanielEiferman

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About

Industry Leader Insights with Chad Coe features conversations with visionaries, executives, and trailblazers who are redefining the modern business landscape. Hosted by Chad Coe—founder of Coe Financial Group, philanthropist, and a frequent keynote speaker—this podcast bridges the gap between high-level strategy and real-world execution. Drawing from decades of experience in financial services and a career spent motivating audiences from the stage, Chad brings a unique perspective to every conversation. Each episode features deep-dive interviews with industry or business leaders to uncover:The Strategic Mindset: How the experienced professionals approach problem-solving and growth.Pivotal Moments: The failures, risks, and breakthroughs that defined their careers.Leadership Philosophy: Actionable wisdom on building culture, leading teams, and staying resilient.Wealth & Legacy: Insights into balancing professional excellence with personal impact and philanthropy.Whether you are an aspiring entrepreneur, a seasoned executive, or someone looking to level up your leadership game, Industry Leader Insights provides the tools and inspiration to help pursue success. Join Chad as he shares perspectives and lessons from accomplished business leaders one episode at a time.  Investment Executive Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera firms are under separate ownership from any other named entity. 1466 Techny Road, Northbrook, IL 60062   This podcast is for informational and educational purposes only and is not intended as investment, legal, or tax advice. 

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