Industry Leader Insights with Chad Coe

Chad Coe
  • 5.0 (11)
  • 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. 2d ago ·  Video

    AI Won’t Fix Broken Workflows | Michael Taguchi on Leadership, AI & Digital Transformation

    AI Won’t Fix Broken Workflows | Michael Taguchi on Leadership, AI & Digital Transformation I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. Can AI actually make your organization more efficient, or is it simply automating broken processes? In this episode of Industry Leader Insights with Chad Coe, Chad sits down with Michael Taguchi, Chief Strategy Officer at Tectonic, to explore how organizations can overcome operational bottlenecks, improve workflows, and use technology strategically without overwhelming their employees. With more than 25 years of experience helping mission-driven organizations, Michael shares practical insights into digital transformation, AI governance, organizational leadership, and operational efficiency. One of the biggest mistakes leaders make is investing in expensive software and AI tools before understanding how their organizations actually work. As Michael explains, technology alone cannot fix disconnected teams, inefficient processes, or poor organizational structure. In this conversation, you'll discover: - Why implementing new technology without fixing workflows often fails. - How operational bottlenecks and disconnected departments affect organizational performance. - What shadow workflows are and how they contribute to employee burnout. - Why AI governance and human judgment must work together. - How organizations can identify tasks that should be automated, assisted by AI, or handled by people. - How technical debt develops and quietly impacts team productivity. - Why employee involvement, accountability, and leadership transparency matter during digital transformation. - How universities and nonprofits can improve operational efficiency with limited budgets. - Why successful leaders focus on people, processes, and long-term strategy rather than technology alone. Whether you're a CEO, business owner, nonprofit executive, university administrator, or organizational leader, this conversation offers valuable perspectives on building more efficient, sustainable, and people-centered operations. ⏱️ CHAPTERS 00:00 – Why Technology Alone Won't Fix Broken Workflows 00:57 – Michael Taguchi's 25-Year Journey in Digital Transformation 03:23 – How Technology and AI Are Changing Organizations 05:23 – Finding Hidden Operational Bottlenecks 06:25 – Shadow Workflows and Employee Burnout 08:17 – The Biggest Mistakes Leaders Make When Scaling Processes 10:15 – Why AI Experiments Don't Always Deliver ROI 11:33 – Why Expensive Technology and CRM Tools Fail 13:22 – Technical Debt and Its Impact on Team Morale 15:04 – Building Employee-Centered Workflows 17:06 – AI Training, Team Alignment and Organizational Accountability 19:12 – Helping Universities and Nonprofits Improve Operations 22:03 – How Better Workflows Reduce Employee Burnout 23:11 – Where AI Fits Into Business Process Optimization 25:04 – Inside Tectonic: Services and Digital Solutions 26:09 – Leadership Lessons and Defining Moments 28:26 – When to Double Down or Pivot in Business 29:37 – Empathy and Understanding as Leadership Qualities 30:39 – The Biggest Mistake in Corporate Strategy 32:35 – How to Define Success in Business 33:45 – The Power of Disagree and Commit 34:54 – The Most Important Financial Lesson 35:57 – How to Choose Professionals You Can Trust 37:21 – What Michael Is Most Proud of in His Career 38:46 – Final Thoughts and Where to Connect with Michael 39:27 – Personal Insights: Books, Travel and Family 40:17 – Closing Remarks with Chad Coe CONNECT WITH MICHAEL TAGUCHI & TECTONIC Website: https://teamtectonic.com LinkedIn: linkedin.com/in/miketoguchi Website: OnlineApplications.net (Company) eResources.com (Company) Email: mtoguchi12@gmail.com CONNECT WITH COE FINANCIAL GROUP Visit: https://www.coefinancial.com At Coe Financial Group, Chad Coe and his team help individuals and families navigate retirement planning, Roth conversions, Required Minimum Distributions (RMDs), and financial strategies designed to support long-term financial confidence. Enjoyed this conversation? Please LIKE this video, SHARE it with someone who might benefit, and SUBSCRIBE to Industry Leader Insights with Chad Coe for more conversations with business leaders, entrepreneurs, executives, and industry experts. Your support helps us bring more valuable conversations to our growing community! #DigitalTransformation #AIGovernance #Leadership #OperationalEfficiency #NonprofitLeadership

  2. 2d ago ·  Video

    How Improv Makes Better Leaders: Communication, Trust & Teamwork | Richard Laible

    How Improv Makes Better Leaders: Communication, Trust & Teamwork | Richard Laible I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. What if the secret to becoming a better leader isn't speaking more, but learning to listen better? In this episode of Industry Leader Insights with Chad Coe, we sit down with Richard Laible, a 10-year alumnus of Chicago's legendary Second City and an experienced corporate emcee, presenter, and co-founder of The Agility Group. Richard has hosted more than 1,000 corporate events and worked with major organizations including Cisco, SAP, Pepsi, and Lincoln Financial. He shares how applied improvisation, humor, authenticity, and deep listening can transform corporate communication, strengthen teamwork, and help leaders connect with their audiences. This conversation explores why the improv principle of “Yes, And” goes far beyond comedy. It's a practical approach to leadership that encourages collaboration, adaptability, trust, and meaningful human connections. In this conversation, you'll discover: - Why audience engagement matters more than simply delivering presentations. - How humor and improvisation make corporate meetings more memorable. - The leadership power of active listening and the “Yes, And” mindset. - How applied improvisation strengthens communication and team collaboration. - Why honesty and authenticity are essential during organizational change. - How leaders can build trust by answering difficult questions openly. - Practical lessons from Richard's experiences at Second City and Fortune 500 events. - Why starting early with retirement savings and finding a trusted financial planner matters. - How meaningful relationships, family, and financial preparation contribute to an abundant life. CHAPTERS 00:00 Introducing Richard Laible and the power of audience engagement 03:23 Creating emotionally engaged corporate audiences 04:48 Richard's journey from Second City to corporate events 08:01 Authenticity and connecting with executives 09:28 The leadership principle of “Yes, And” 12:35 Creating connections through improv 13:50 Virtual improvisation and handling unexpected situations 17:00 Why honest leadership builds trust 20:16 Turning skeptical audiences into engaged participants 22:44 Lessons from Richard's childhood and Second City 25:58 A defining leadership lesson from Michael Phelps 32:14 The impact of applied improvisation on everyday life 33:04 Finding Richard Laible and The Agility Group 35:03 The most important financial lesson Richard learned 36:23 Choosing trustworthy financial professionals 38:24 Family, childhood, and meaningful memories 41:18 Financial planning, investing, and creating abundance Connect with Richard Laible: LinkedIn: linkedin.com/in/richardlaible Email: richard@richardlaible.com Website: https://richardlaible.com/ The Agility Group: https://www.theagilitygroup.net/ Connect with Chad Coe and Coe Financial Group: Website: https://www.coefinancial.com Explore financial planning insights, retirement strategies, Roth conversions, and resources designed to help you make informed financial decisions. If you enjoyed this conversation, please LIKE the video, SHARE it with someone who values leadership and personal growth, and SUBSCRIBE to Industry Leader Insights for more conversations with inspiring business leaders. What does great leadership mean to you: honesty, active listening, or adaptability? Share your thoughts in the comments! #Leadership #CommunicationSkills #TeamBuilding #AppliedImprovisation #IndustryLeaderInsights

  3. 2d ago ·  Video

    How Russell Knight Built a Successful Divorce Law Firm Through SEO, Content & Smart Hiring

    How Russell Knight Built a Successful Divorce Law Firm Through SEO, Content & Smart Hiring I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. What does it take to build a successful law firm, attract high-value clients, and navigate the complexities of divorce? In this episode of Industry Leader Insights with Chad Coe, we sit down with Russell Knight, founder of the Law Office of Russell D. Knight, to explore his journey from computer programming to becoming an accomplished divorce attorney serving clients in Chicago and Naples. With nearly two decades of experience in family law, Russell shares how he built his reputation through consistent legal content, organic Google rankings, and a strategy that increasingly attracts clients through AI-powered search. This conversation explores both sides of his expertise: building and scaling a successful law firm and helping individuals navigate emotionally and financially complex divorces. In this episode, you'll discover: - How Russell Knight built his family law practice through SEO and long-form legal content. - Why consistent publishing can outperform traditional client referrals. - How law firm owners can attract and retain exceptional attorneys. - The importance of remote work, delegation, and operational efficiency. - Common mistakes people make when preparing for divorce. - How divorce attorneys approach asset division, business valuation, and child custody. - Why preparing for litigation can create stronger settlement leverage. - How to protect long-term financial security during divorce. - What to look for when choosing the right divorce attorney. - Why domestic partners should consider cohabitation agreements. - How technology, AI, and changing demographics may reshape family law. Key Topics & Chapters 0:00 – Meet Russell Knight: Divorce Attorney and Law Firm Founder 3:57 – Biggest Mistakes Law Firm Owners Make 5:29 – Building a Personal Brand Through Social Media 7:17 – The Power of Consistent Legal Writing and Google Rankings 8:07 – Attracting Top Attorneys and Building a Strong Team 10:36 – Why Russell Chose Family and Divorce Law 14:47 – Personality Conflicts and Complicated Divorce Cases 19:01 – Divorce, Asset Division, and Financial Security 20:35 – Choosing the Right Divorce Attorney 22:49 – Long-Term Financial Planning During Divorce 24:57 – Avoiding Future Legal Disputes After Divorce 26:54 – Preparing Financial Records and Evidence Before Divorce 29:22 – The Future of Family Law and Gray Divorce 31:33 – Building a Strong Law Firm Without Chasing Size 34:40 – Defining Business Success and Financial Lessons 37:20 – Future Law Firm Expansion and Business Valuation 38:51 – Personal Abundance and Giving Back 40:16 – Books, Personal Development, and Final Reflections Connect with Russell Knight: Law Office of Russell D. Knight: https://rdklegal.com Connect with Chad Coe: Website: https://www.coefinancial.com Coe Financial Group is based in Northbrook, Illinois, specializing in fiduciary financial advice, retirement planning, Roth conversions, and Required Minimum Distribution (RMD) strategies. If you enjoyed this conversation, please like the video, share your thoughts in the comments, and subscribe to Industry Leader Insights with Chad Coe for more conversations with successful entrepreneurs, business leaders, and industry experts. Disclaimer: This podcast is for educational and informational purposes only and should not be considered legal, tax, or financial advice. Divorce laws and financial circumstances vary by individual and jurisdiction. Consult qualified professionals regarding your specific situation. #RussellKnight #DivorceLawyer #FamilyLaw #LawFirmGrowth #Leadership

  4. 5d ago ·  Video

    Mortgage Rates, Home Equity & Leadership Lessons with David Hawkberg | Chad Coe

    Mortgage Rates, Home Equity & Leadership Lessons with David Hawkberg | Chad Coe I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. How can the right mortgage strategy help you reduce debt, protect your financial future, and make smarter real estate decisions? In this episode of Industry Leader Insights with Chad Coe, mortgage lending executive David Hawkberg shares practical insights from more than 26 years in the mortgage industry. David Hawkberg, Vice President of Mortgage Lending at Atlantic Coast Mortgage and host of Home Sweet Home Chicago on WGN, joins Chad Coe to discuss mortgage lending, home equity, financial decision-making, and the leadership principles behind building a billion-dollar mortgage lending division. In this episode, you'll discover: - Mortgage Rates & Refinancing: How changing interest rates influence homeownership, refinancing decisions, and long-term financial planning. - Home Equity & Debt Reduction: How homeowners may use home equity to consolidate high-interest debt, manage monthly expenses, and access capital for business growth. - The Five Ds of Real Estate: How diapers, debt, divorce, downsize, and death can create complex financial and housing decisions. - Divorce & Mortgage Planning: Important considerations around home equity buyouts, credit rebuilding, and finding appropriate housing during major life transitions. - Reverse Mortgages & Retirement: How reverse mortgages may help eligible older homeowners access home equity to support retirement expenses and aging in place. - Property Tax Benefits for Veterans: Why eligible veterans and surviving spouses should investigate potential property tax exemptions and benefits in their state. - Leadership & Entrepreneurship: How David navigated the 2008 financial crisis, developed strong business partnerships, and built a high-performing mortgage lending team. - Financial Lessons & Abundance: Why perseverance, paying yourself first, long-term investing, and building financial security matter. David also shares lessons from his career, the importance of putting borrowers' interests first, how to choose trusted financial professionals, and why consistent effort matters even during challenging market conditions. Connect with David Hawkberg: Website: https://56david.com Atlantic Coast Mortgage: https://www.atlanticcoastmortgage.com LinkedIn: linkedin.com/in/david-hochberg-7881a3 Email: david@56david.com Continue your financial education with Chad Coe and Coe Financial Group. Visit https://www.coefinancial.com to learn more about financial planning, retirement strategies, Roth conversions, Required Minimum Distributions (RMDs), and creating a more confident financial future. If you found this conversation valuable, like the video, share your biggest takeaway in the comments, and subscribe to Industry Leader Insights for more conversations with business leaders and financial experts. Disclosure: This episode is for educational and informational purposes only and is not individualized mortgage, tax, legal, or investment advice. Mortgage eligibility, interest rates, reverse mortgage terms, and tax benefits vary by individual circumstances and applicable laws. Consult qualified professionals before making financial decisions. #MortgageStrategies #HomeEquity #FinancialPlanning #Leadership #RetirementPlanning

  5. 5d ago ·  Video

    Todd Foster on Leadership, Accountability & Building High Performing Teams | Chad Coe

    Todd Foster on Leadership, Accountability & Building High Performing Teams | Chad Coe I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. What does it take to build a high-performing team, create a culture of accountability, and become a more effective leader? Todd Foster joins Chad Coe on Industry Leader Insights to share powerful leadership lessons from his years at the Ritz-Carlton and his experience as an executive coach, consultant, and speaker. In this episode, Todd shares real-life stories involving world-famous celebrities, professional athletes, and business leaders to reveal how trust, communication, human behavior, and personal accountability shape success. He also explains how NLP (Neuro-Linguistic Programming) and the DISC personality assessment can help leaders understand their teams, improve communication, and turn business strategies into meaningful results. In this episode, you'll discover: - Why accountability is the foundation of a strong company culture. - How trust, honesty, and loyalty influence leadership decisions. - How NLP and DISC help leaders understand personality and behavior. - Why hiring people with different strengths can improve team performance. - How to align employees around a shared vision and business strategy. - Why clear job expectations and defined responsibilities matter. - How to adapt to changing markets, evolving technology, and AI disruption. - Why happiness, purpose, and personal values are essential to long-term success. - What Todd learned from his experiences at the Ritz-Carlton and the people he encountered there. Chapters 00:00 – Introducing Todd Foster and the Leadership Conversation 01:13 – From the Ritz-Carlton Doorman to Executive Coaching 04:58 – First Impressions, Customer Service, and Human Behavior 10:29 – Stories About Oprah Winfrey, Harry Caray, and Other Famous Guests 15:42 – Trust, Ethical Decisions, and Learning From Mistakes 20:04 – Understanding NLP, DISC, and Leadership 21:04 – Turning Business Vision Into Effective Execution 26:20 – Accountability and Building a Strong Company Culture 27:43 – Pat Riley's Leadership and the Importance of Deadlines 31:34 – Hiring for Strengths and Building Complementary Teams 34:07 – Adapting to AI, Market Changes, and New Business Realities 35:28 – Aligning Middle Management With Company Goals 37:44 – The Story Behind Everybody Had Baggage 43:11 – Customer Experience, Value, and Building Relationships 45:48 – John Madden's Influence and the Meaning of Success 49:00 – Happiness, Purpose, and Defining Business Success 51:21 – The Importance of Never Judging a Book by Its Cover 52:54 – How to Connect With Todd Foster 54:02 – Childhood Lessons, Family Resilience, and Finding Your Why 56:17 – Final Thoughts and About Coe Financial Group About Our Guest Todd Foster is an executive coach, consultant, speaker, and author of Everybody Had Baggage. His work focuses on leadership development, communication, accountability, personality dynamics, and helping individuals and organizations achieve meaningful growth. Learn more about Todd's coaching and consulting at https://coachtoddfoster.com and discover his book at https://everybodyhadbaggage.com. LinkedIn Profile:  linkedin.com/in/coachtoddfoster About Industry Leader Insights with Chad Coe Industry Leader Insights features conversations with business leaders, entrepreneurs, and industry experts who share practical lessons on leadership, business growth, and professional development. Chad Coe is with Coe Financial Group in Northbrook, Illinois. The firm specializes in fiduciary financial advice, retirement planning, Roth conversions, and required minimum distribution (RMD) strategies. Visit https://www.coefinancial.com to learn more and download Chad's free book, Your Financial Dreamhouse, about creating financial abundance through thoughtful planning and investing. If you enjoyed this conversation, please like the video, share your biggest leadership takeaway in the comments, and subscribe to Industry Leader Insights for more conversations with industry leaders. #Leadership #LeadershipDevelopment #ExecutiveCoaching #DISC #BusinessGrowth

  6. Oct 27 ·  Video

    How Agentic AI Is Transforming Lending and Credit Access | Tamara Lane

    How Agentic AI Is Transforming Lending and Credit Access | Tamara Lane I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. How can artificial intelligence make lending more inclusive without sacrificing human judgment, transparency, or financial safety? In this episode of Industry Leader Insights with Chad Coe, Emmy Award-winning investigative journalist and fintech entrepreneur Tamara Laine, Founder and CEO of Empower (MPWR), shares how agentic AI is reshaping the future of lending, credit access, and financial services. Discover how financial institutions can use AI responsibly while helping gig workers, entrepreneurs, creators, and other nontraditional borrowers gain fairer access to credit and capital. In this conversation, we explore: - How agentic AI can improve lending operations and financial decision-making - Why traditional credit scoring can overlook qualified borrowers - AI governance, regulatory compliance, and responsible AI development - How alternative financial data can support more inclusive lending - The importance of human judgment and emotional intelligence in leadership - Building a fintech startup through innovation, resilience, and constructive feedback - Practical frameworks for making high-stakes decisions with incomplete information - Leadership lessons on networking, listening, failure, and work-life balance - The importance of investing early and building meaningful professional relationships Chapters 00:00 – Introducing Tamara Laine and Responsible AI 01:08 – From Investigative Journalism to AI Innovation 02:23 – The Risks of Autonomous Artificial Intelligence 03:50 – Becoming an Entrepreneur and Building a Mission 05:16 – Deploying AI Safely in Regulated Lending 06:07 – Improving Credit Access for Gig Workers and Entrepreneurs 07:40 – How Empower Uses AI in Financial Services 09:06 – Rethinking Traditional Creditworthiness 11:27 – AI, Gender Credit Gaps, and Financial Inclusion 14:30 – Building Trust Through Investigative Thinking 16:42 – Emotional Intelligence and Human-Centered Leadership 18:59 – Learning from Failure and Constructive Feedback 22:08 – Making High-Stakes Decisions with Incomplete Data 23:13 – Why Leaders Must Learn to Listen 24:30 – The Future of Safe and Governed AI 25:45 – Leadership Philosophy, Mentorship, and Personal Growth 28:28 – Managing Stress and Turning Strategy into Action 31:03 – Defining Business Success and Customer Satisfaction 31:36 – Networking, Investing, and Financial Lessons 34:00 – Creating an Abundant Life and Setting Priorities 37:28 – Childhood Memories, Books, and Final Reflections 38:24 – Where to Connect with Tamara Laine 38:46 – Final Thoughts and Financial Planning Resources Connect with Tamara Laine: LinkedIn: https://www.linkedin.com/in/tamaralaine/ Instagram: https://www.instagram.com/tamaralaine/ X: https://x.com/TamaraLaine If you enjoy conversations about leadership, entrepreneurship, financial education, and emerging technology, please like this video, share your thoughts in the comments, and subscribe to Industry Leader Insights for more expert conversations. Explore financial planning resources and learn more about Coe Financial Group at https://www.coefinancial.com. #ArtificialIntelligence #Fintech #FinancialInclusion #Leadership #IndustryLeaderInsights

  7. Oct 27 ·  Video

    Olympic Gold Medalist Joe Jacobi on Leadership, Resilience & Finding Your Flow

    Olympic Gold Medalist Joe Jacobi on Leadership, Resilience & Finding Your Flow I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. What does it take to win an Olympic gold medal—and apply those same lessons to leadership, teamwork, and everyday life? In this episode of Industry Leader Insights with Chad Coe, Olympic gold medalist Joe Jacobi shares how his journey through whitewater canoeing shaped his approach to leadership, resilience, personal growth, and finding your flow. An Olympic champion turned executive coach and author of *Follow Your Flow*, Joe explains why long-term success isn't just about working harder—it's about understanding yourself, adapting to change, and learning to move with life's challenges. 🏆 **In This Episode, You'll Discover:** - How Joe Jacobi discovered kayaking and progressed to Olympic gold. - The importance of trust, teamwork, and embracing different perspectives. - How anticipating and correcting mistakes helped win Olympic gold. - What setbacks and missed opportunities can teach us about success. - How to overcome resistance, avoidance, and self-imposed obstacles. - Joe's seven operating principles for leadership and personal growth. - Why self-awareness, enjoyment, and authentic connection matter. - How experiential coaching and time in nature can support reflection and transformation. ⏱️ **CHAPTERS** 00:00 Introduction: Olympic Gold and the Power of Flow 01:00 Joe Jacobi's Journey Into Whitewater Canoeing 03:11 Discovering Talent, Confidence, and Purpose 05:23 Finding Flow Through Sport and Connection 08:52 Mentorship, Discipline, and Enjoying the Process 11:27 Preparing for the Olympic Games 15:16 Trust, Teamwork, and Different Perspectives 17:44 Olympic Training, Strategy, and Course Correction 20:28 The Race That Won Olympic Gold 22:00 Bold Coaching and Performing Under Pressure 27:05 Life After Olympic Gold and Learning From Setbacks 29:35 The Unexpected Story of Joe's Stolen Olympic Medal 32:29 From Olympic Athlete to Executive Coach and Author 36:07 Seven Operating Principles for Living in Flow 40:14 Experiential Learning and Leadership Development 42:15 Life Lessons, Authenticity, and Leadership 45:59 Looking Ahead: Coaching, Growth, and Self-Awareness 48:21 Nature, Adventure Coaching, and Finding Balance 50:46 Joe Jacobi's Vision for the Future 51:10 Where to Find Joe Jacobi 52:14 Final Thoughts and Coe Financial Group 📚 **Connect With Joe Jacobi** Website: https://joejakobi.com Explore Joe's writing, *Thinking in Waves*, for more reflections on personal growth, navigating uncertainty, and finding momentum in life. 🎙️ **About Industry Leader Insights** Hosted by Chad Coe, Industry Leader Insights features conversations with exceptional leaders, entrepreneurs, athletes, and professionals to uncover the experiences and principles behind meaningful success. Learn more about Coe Financial Group: https://www.coefinancial.com Coe Financial Group is a fiduciary financial services firm based in Northbrook, Illinois, specializing in financial planning, Roth conversions, and required minimum distribution (RMD) strategies. Visit the website to learn more about its services and download Chad's free book, *Your Financial Dreamhouse*. If you enjoyed this conversation, like the video, share your biggest takeaway in the comments, and subscribe to Industry Leader Insights for more conversations on leadership, personal development, and success. #JoeJacobi #Leadership #PersonalGrowth #OlympicGold #FollowYourFlow

  8. Oct 27 ·  Video

    Peter Goldstein on IPO Readiness, Business Valuation & Building a Successful Exit Strategy

    Peter Goldstein on IPO Readiness, Business Valuation & Building a Successful Exit Strategy I'm Chad Coe with Coe Financial Group in Northbrook, Illinois — fiduciary advisors specializing in Roth conversions and RMD strategies. We help people 50+ keep more of what they've earned: Roth conversion planning, RMD strategies, Social Security timing, and tax-smart retirement income. Ready to talk about your retirement? Schedule time with me:  www.calendly.com/visitchad  Subscribe for weekly leadership interviews and straight-talk retirement teaching. What does it really take to build a business that can scale, attract investors, and succeed beyond its founder? In this episode of Industry Leader Insights with Chad Coe, capital markets expert and entrepreneur Peter Goldstein shares nearly four decades of experience in entrepreneurship, IPOs, mergers and acquisitions (M&A), business valuation, and leadership. Peter explains why preparing for a successful business exit or IPO starts long before a transaction begins. From strengthening management teams to building investor confidence, he shares practical insights for CEOs and founders who want to create lasting enterprise value without sacrificing their vision or quality of life. In this conversation, you'll discover: - How to prepare your company for an IPO, acquisition, or liquidity event. - Why founder dependency can reduce business valuation and how to build a business that operates without you. - The three pillars of readiness: business, financial, and personal. - How to build investor trust through transparent communication, credible financial projections, and strong corporate governance. - Why customer concentration, management depth, and financial discipline matter to potential buyers. - How to approach capital raising, strategic planning, and exit readiness before opportunities arise. - How AI can support business research, market intelligence, and operational efficiency. - Why resilience, mentorship, and personal fulfillment are essential to long-term entrepreneurial success. Peter also discusses lessons from the 2008 financial crisis, the value of building optionality before you need it, and his book, The Entrepreneur's IPO: The Insider's Roadmap to Taking Your  Company Public. About Our Guest Peter Goldstein is an entrepreneur, capital markets executive, and author who helps companies prepare for public listings, capital raising, and strategic business growth. His experience spans entrepreneurship, investment banking, M&A, and IPO readiness. Connect with Industry Leader Insights If you enjoyed this conversation, like the video, share your biggest takeaway in the comments, and subscribe for more interviews with CEOs, entrepreneurs, financial experts, and industry leaders. Visit Coe Financial Group: https://www.coefinancial.com Learn more about Peter Goldstein and The Entrepreneur's IPO: https://petergoldstein.co/  Email: pg@petergoldstein.co #Entrepreneurship #IPO #BusinessLeadership #BusinessValuation #CapitalMarkets

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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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