Echelon Radio Podcast

Echelon
  • 5.0 (2)
  • BUSINESS
  • UPDATED BIWEEKLY

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.

  1. 04/17/2025

    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 think about: Estate planning, probate, and beyond.Estate planning and probate are meticulous, and oftentimes, overlooked. David shares his personal experiences with the challenges he’s faced surrounding this topic and emphasizes the importance of proper planning. Not only is he an expert in wills, trusts, and estate planning, he’s also an expert in conservatorship, more specifically, limited conservatorships. Estate planning, power of attorney, conservatorships, these topics don’t have to be intimidating. In this episode, David breaks it all down, and may even inspire you to take steps you’ve been putting off. What exactly is a limited conservatorship? Why is keeping up with your estate planning so pertinent? What is David’s favorite hobby outside of his work? His poker face might fool you… CLICK HERE for more information about David R. Schneider CLICK HERE for more information about The Law Offices of David R. Scheider, APC.

    37 min

  2. 03/13/2025

    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 workplace.From starting off his early career selling personal computers to launching his first company selling a proprietary presentation platform, Robert quickly learned the vital importance of quality leadership and empowering others. Inspired by his love for skiing and his 15 years spent as a ski patroller and hill captain, Robert’s lightbulb moment hit and Black Diamond Leadership was born. In this episode, Robert highlights the significance of mastering emotional intelligence, powerful communication, building trust, sharing responsibilities, and so much more. In or out of the workplace, he provides a new perspective that opens up a whole new world for listeners. What was the lightbulb moment that transitioned him into leadership training? What is emotional mastery and psychological safety? What does he think are the biggest challenges in modern day leadership development? CLICK HERE for more information about Robert Grossman. CLICK HERE for more information about Black Diamond Leadership.

    28 min

  3. 01/29/2025

    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 there from his earlier career journey at UBS. He emphasizes the importance of maintaining a collaborative approach with his clients, and how he creates customized services for high net worth clients, charities, and small businesses. Outside of the office, Miles loves spending time with his fiancé, their dog, Jax, and trying new restaurants throughout the San Fernando Valley. How did Miles get into private wealth management? What makes Willner Heller stand out from other wealth management firms? Where are his and his fiance’s favorite places to eat? Steak or sushi? CLICK HERE for more information about Miles Rader. CLICK HERE for more information about Willner Heller LLC.

    25 min

  4. 01/17/2025

    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 experiences in gold mining, even being featured on Discovery Channel’s Mine Rescue, mirrors his passion for helping families achieve the dream of homeownership. Hear tales of perseverance, innovation, and heartfelt client advocacy that defines who Sean is. Whether you’re fascinated by mining, homeownership, or the drive to overcome challenges, this podcast offers a captivating mix of insights you won’t want to miss! What’s the most unexpected lesson Sean learned from his family’s mining legacy? Is there still gold to be found in California? How did it feel being featured on Mine Rescue? CLICK HERE for more information about Sean Hart. CLICK HERE for more information about CMG Home Loans.

    26 min

  5. 10/04/2024

    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 his transformative path from the therapeutic office to the corporate boardroom, with a desire to foster productivity and emotional intelligence in leadership. With a diverse clientele across Europe and Asia, he shares how he leverages remote work tools to enhance collaboration and innovation, showcasing the adaptability required in today’s business landscape. What advice does he have for his corporate clients?  What strategies does he suggest to boost your productivity and communication skills? Which two locations in the world would he like to return to? CLICK HERE for more information about Tom Drucker. CLICK HERE for more information about Consultants in Corporate Innovation.

    26 min

  6. 09/28/2024

    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 valuation and sales in the biotech and health tech sectors of modern-day society. He shares his unique journey from growing up in Costa Rica, and later on, thriving in the tech landscape of Southern California and beyond. As the Managing Director at Objective, an Investment Banking and Valuation Firm, he provides us with extensive knowledge of local networks, tax challenges, and the active influence between technology and healthcare. What are some of his invaluable insights? What is he passionate about outside of work? Where did he study? Where is he traveling to next? CLICK HERE for more information about Jordi Pujol. CLICK HERE for more information about Objective.

    21 min
  7. How She Got Her Start with Jerri Hemsworth - De Ivett with 5D Spectrum

    08/28/2024

    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 the 5D's of 5D Spectrum? Who are some of her mentors? What genre of music does she like playing? How did she balance the needs of an ever-evolving technology-filled marketing industry with motherhood? Listen to how De got her start. More About De Ivett About Jerri Hemsworth About Echelon Business Development Network     How She Got Her Start  How She Got Her Start is a podcast devoted to the stories of women business owners and women executives. Listening to their stories, their challenges and their successes is meant to inspire other women while they maneuver the world of business. Whether they are attorneys, accountants, marketing and public relation execs, or IT specialists, every woman has a unique journey with shared threads of commonality. Hearing how we are a community of common goals and dreams hopefully inspires those on the journey with us and those coming after us. Listening to other women business owners and executives allows a listener to tap into a wealth of knowledge, experiences, and support. Actively seeking out and engaging with our community, one can accelerate their own growth. One may also overcome obstacles, and find inspiration and guidance along the way.  Women business owners and executives can bring diverse perspectives and insights to the table. By listening to How She Got Her Start, one can gain a broader understanding of different industries, markets, and client segments. This diversity can inspire fresh ideas, creativity, and innovation in one's own business approach.

    43 min

  8. 06/03/2024

    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 work. The importance of accessibility and affordability in marketing services is key for her firm, but also the business practice that they follow to make sure their clients get the attention that they need to forge a lasting and fruitful relationship. Nicole touches on her love for her family and what activities they do to get away and bond. What recommendations does she have for our listeners? What is one of the frustrations that she has encountered with clients? Where does she like to go camping? CLICK HERE for more information about Nicole Moser. CLICK HERE for more information about FOR•GE Advisory. Listen to Nicole's story here.

    17 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    Echelon
  • Years Active
    2021 - 2025
  • Episodes
    39
  • Rating
    Clean
  • Copyright
    © 2025 Echelon Business Development Network
  • Show Website
    Echelon Radio Podcast