This week on P&L, I’m joined by Ron Brissette, a marketing strategist and founder of Morby Create. This episode dives into the strategic power of storytelling in business and why it’s an essential tool for differentiation, not just a creative exercise. We discuss how to avoid "binder projects" (great ideas that lack execution) and the importance of understanding the "why" behind your company's message to resonate more profoundly with your audience and build lasting trust. Ron is a wealth of knowledge and shares how focusing on your core purpose and communicating it through narrative can set you apart from competitors and foster meaningful connections.

Tune in this week on P&L to learn how storytelling can transform your marketing strategy.

Learn more at https://www.morbycreate.com/

“Storytelling is really taking an accurate part about who you are and making it accessible to other people." - Ron Brissette

This week on Priorities & Lifestyle:

• The Strategic Power of Storytelling in Business

• How to Discover and Communicate Your Company's "Why"

• Avoiding "Binder Projects": Turning Ideas Into Action

• Using Your Point of View to Build Trust and Credibility

• Aligning Social Media Strategies with Your Target Audience

Our Favorite Quotes:

"You want your company to have a point of view and you want your customers to know, this is who I'm working with, this is their point of view on things, this is their approach. And that builds trust and that builds confidence when you have that." - Ron Brissette

"I would really encourage everybody out there to tell as many stories as you possibly can." - Rob Schulz

"I'm always like, guys, let's just not make this a binder project where we just wind up with a beautiful binder that is useless." - Ron Brissette

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

This week on P&L, I’m joined by Austin Smith, a Chief Investment Officer at Schultz Wealth. This episode dives into how we’re adapting our financial planning strategies in today’s volatile market conditions, and what kind of long-term strategies we focus on for those with retirement portfolios. Austin is a wealth of knowledge and shares why, though it’s important to focus on day-to-day market changes, we really need to look at the long-term horizon when risk-managing, depending on the client’s goals.

Tune in this week on P&L to learn how we're navigating 2025's market volatility.

Learn more at https://schulzwealth.com/

"It's hard to make strategic decisions, purchasing decisions, any decisions at all when stuff can flip flop so quickly." - Austin Smith

This week on Priorities Lifestyle:

• Financial Planning Strategies In Volatile Markets

• How We Tailor Investment Strategies For The Client’s Goals

• What Do Retirement Portfolios Look Like In Today’s Market

• Strategically Allocating Assets For Risk Management

• The Importance Of Being Adaptable

Our Favorite Quotes:

• "When you talk about really any big company, you could probably go back and find the time in that company's history where it was down 30, 40, 50%." - Austin Smith

• "We're certainly not a set it and forget it shop by any stretch. We're not trying to predict the future, but we certainly are always trying to understand why things are how they are." - Rob Schulz


• “Ultimately managing that after tax investment return is the most important piece." - Austin Smith

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

Vince Poscente is a New York Times bestselling author, a former Olympian, and a motivational speaker, and he joined me this week to share the core themes and lessons of his books “The Ant And The Elephant” and “The Earthquake”. This episode goes a bit deeper emotionally than we typically go on P&L, but everything Vince shares is centered around the need for your actions to be consistent with your subconscious mind, which leads to better decision-making and success in business.

Tune in this week on P&L to learn the importance of integrity in achieving success!

Contact Vince at info@vinceposcente.com

"Winning is a journey of integrity. Am I aligned with who I am, what I believe in? That's winning. " - Vince Poscente

This week on Priorities Lifestyle:

• Why You Should Get Your Valuation Before You Think About Selling

• Navigating Emotional Transitions in M&A Deals

• Understanding Your Business’s True Value

• Embracing New Beginnings After Selling Your Business

• What Your Business Looks Like Post-Sale

Our Favorite Quotes:

• "When fear is high and confidence is low, you underperform, and then your results are compromised." - Vince Poscente


• "Calm seas, an able sailor never did they make." - Rob Schulz


• "What got you here isn't necessarily going to get you there." - Vince Poscente

About Rob Schulz and P&L Priorities & LIfestyle Podcast

The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.

Email Rob at rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation.

Follow Rob on LinkedIn

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe to the podcast here:

Apple Podcast

Spotify

Audible

And, if you enjoy the show, please leave a review to help others discover the podcast.

*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.