Change Your Mindset Peter Margaritis, CPA & C-Suite Radio

“During travel I would never take out my frustrations on another human being. It isn’t their problem it’s mine” Roxanne Kaufman
Our guest today is Roxanne Kaufman who is a certified Virtual presenter and a member for the National; Speakers Association and also credentialed by eSpeakers. She leads RoxTalks which is a division of ProLaureate Ltd. She is comfortable on a massive stage as I am speaking virtually to a small group.
In her dynamic life Roxanne had moved 22 times before she graduated high school. She speaks today about the world of travel and how these experiences have impacted her life. Traveling sometimes maybe stressful but changing your view of the whole experience can make your trips feel exciting and less stressful.
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“No matter what happens during your travel, do not lose it at the people who you need help from.” Jennifer Elder
Our guest for today is Jennifer Elder, CSP, CPA who works with proactive leaders and organizations that want to survive, thrive, and adapt to rapid change, risk, and disasters by developing proactive and positive strategies to stay ahead of the competition, make smart decisions, stay ethical, and continually add value.
In her effort to make a difference, Jennifer has travelled a lot for work and gives insight on some of the experiences that she has gone through. What makes a difference in making one own travel, smooth and easier, some of the dos and don’ts of travel.
One of the take always from this conversation would be, always do your best to be as humane as possible whether you are traveling or handlings clients who are travelling.
Listen to this and so much more in the episode; petermargaritis.com
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“You have to layer your voice to make anything you do uniquely you.” Bill and Don Tomoff
Bill and Don Tomoff share a passion for helping others based on their career experiences, interest, and personal/professional growth. They use their #TwinzTalk and #TwinzTechTip hashtags for tips that will help others evolve their skills, awareness, and mindset on development, enabling others to become stronger people and contributors to the world around them!
ChatGTP, according to the twins, is about learning for you to help others learn, which is why they advocate for it. It’s about making things easy for the user. The good news is that ChatGPT can be applied in all the fields as long as you custom-make it for your own needs.
Listen to this and so much more in the episode; petermargaritis.com
 
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“Your mind sometimes hijacks your emotions to think the worst-case scenario in order to protect yourself. You need to reclaim your mind in order to be in control.” Jay Sukow
Jay began teaching for Second City in 2010 and teaches in both the Improv and Conservatory programs. He is also a facilitator with Second City Works, teaching improv to business professionals to drive behavior change. Previously, he was on faculty at The Second City Chicago, iO Chicago, and ComedySportz Chicago. He is the co-host of “Improvcast with Jay and Landon” and currently performs around town with the group Zer0 H0ur with Bill Chott and Jay Sukow, as well as the monthly show Improv Famous. He has over 25 years of experience as a leader.
As an Improv leader and coach, Jay speaks about the dynamics of living the future and having a standard that we can never live up to instead of living in the moment and the “now.” A difference in how we look at the world shifts our focus from our failures into the zone of learning and growing.
We will always have stressors in our lives, and instead of avoiding them, we need to learn how to deal with them because we all have seasons and ups and downs; just because it happens now doesn’t mean that it will be the same forever. However, always having a positive mindset in all situations will lead you to a happy and more content life, both personally and professionally.
 Listen to this and so much more in the episode; petermargaritis.com
 
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"Exposure to financial planning at an early age gives people an edge on their finances that can open their minds in understating numbers in the future." Chris Panagiotu
Chris is a CERTIFIED FINANCIAL PLANNER Professional and a Certified and Chartered Retirement Plans SpecialistSM (CRPS®, conferred by College for Financial Planning). In addition, he holds the following licenses with LPL Financial: series 7 and series 66. In 2020, Chris was recognized as a Five Star Wealth Manager* by the Seattle Times.
Outside the office, Chris hosts the podcast "CAPitalize" (available on Spotify), roots for his Oregon Ducks, and, most importantly, loves spending time with his wife, Stephanie. He gives thanks to God for every blessing that comes his way.
Christopher, the CAP in CAPitalize, investment journey began when he was ten years old. Over the years, he has grown his business by going beyond just having clients and investing in the same platforms he recommends to his clients.
Chris learned that in the journey of being a financial planner, personal touch when dealing with your clients is better. Please get to know your clients before engaging them on their needs. In most cases, the planning process is usually in reverse. According to Chris, you start with the market and the trends before you understand the client's needs since, in most cases, the clients also do not know what they need in investment.
Simple language that every person can understand is the key to getting more clients, retaining your clients, and getting referrals for your business. Chris is big on understanding his client's passion, which makes him want the best for his clients and the outcomes they can receive.
Listen to this and so much more in the episode; petermargaritis.com.
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"As much as we need technical skills in the business world, soft skills are even more important." Nick Lozano
Today's guest is Nick Lozano who is a technology professional who has a love for digital media. He co-hosts a podcast called >Lead.exe, which is for anyone who wants to level up their leadership skills and enhance their careers. ​ As someone in Tech, you need soft skills because you will have to sell yourself and the business to your clients and potential prospects. So much as we need technical skills in the business world, softer skills are even more critical.
During the initial talks about Tech, Nick brings about the analogy of building a house; you can make it as high as you need to go, as big as you want, or it can be a simple one-room house and still be great. The complex sides of technology can be a headache, especially for someone outside the industry. Nick's soft skills make it easier to understand the technical side of technology in a fun way.
The audience you present to will determine how you will do your presentation for your message to go through. This is even more so when you have a paid sponsorship and must make the audience get the news across. Sometimes being simple and precise works better than using jargon.
Making mistakes is part of the process, and I know there is room for failure, but the lowest point is if you fail once, learn from it; this is how you gain experience. The downside is that if you are making mistakes and you aren't learning from them, you are wasting your time and energy. Be prepared for how you will receive feedback, which will broaden your perspective on issues. All feedback is there to build you; the good and the bad appreciate everyone who will give it to you.
Nick humorously shares his story and experiences making this a unique and fantastic interview to begin the year.
Listen to this and so much more in the episode; petermargaritis.com.
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