Taking the Leap  By  cover art

Taking the Leap

By: Robert Dickie III
  • Summary

  • Taking the Leap Podcast hosted by Robert Dickie III discusses changes in our global economy impacting the way we work and live. For young professionals starting their careers, mid-career professionals navigating changes and late-career professionals thinking about starting an encore career, Robert and his guests discuss the global economy, technology, workplace developments, and all the latest changes impacting our professional lives.
    Bonvera, LLC
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Episodes
  • The Forte Focus: Mental Wellness Support For Today's Workforce
    Apr 27 2024

    William Norvell, the co-founder and President of Forte, a company that's revolutionizing the way businesses support their most valuable asset: their people. Under William's leadership, Forte's mission is not just to provide counseling services but to transform the culture of corporate mental health.

    William brings a wealth of experience from venture capital, private equity, and investment banking. He has a degree in Finance from the University of Alabama and an MBA from the Stanford Graduate School of Business. He is a principal at Sovereign’s Capital, co-founder, podcast host, and contributor of The Faith Driven Entrepreneur.

    In this conversation, we'll explore William's journey from a keen investor to a compassionate entrepreneur, the challenges and triumphs of building a startup to tackle workplace stress, and his vision for a world where mental health is prioritized as physical health in our work environments.

    Join us as we unpack the story behind Forte and learn from William's incredible insights on mental health, entrepreneurship, and creating change within the corporate landscape.

    To learn more about Forte visit their website: https://www.getforte.com/

    To listen to The Faith Driven Entrepreneur visit their website: https://www.faithdrivenentrepreneur.org/podcast

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    1 hr and 25 mins
  • From Battlefield to Boardroom: The Transition from the CIA to CEO
    Apr 18 2024

    Todd Wilcox has a fascinating career journey, truly living the American rags-to-riches story. Born in a low-income neighborhood in South Tampa with a single mother Todd grew up helping raise his siblings when a mentor changed his life. Convinced that education was his path out he earned an Army ROTC scholarship to the University of Tampa. Upon graduating, he went on to serve as a rifle platoon leader with the 101st Airborne Division during Operation Desert Storm. Upon promotion to Captain, Todd volunteered to transfer to the US Army Special Forces branch, and after earning his Green Beret, he commanded a Special Forces A-team in counter-terrorism in East Asia. After 8 years of military service, he resigned to accept a position with the CIA to join the global war on terrorism.

    Todd left the CIA in 2006 to create Patriot Defense Group (PDG), a defense contracting company dedicated to serving those who defend America. Since then, Todd has started multiple other related businesses and has been recognized by the Wall Street Journal and through awards such as the Orlando Business Journal “Veterans of Influence” and the Ernst and Young "Entrepreneur of the Year." Todd serves on the board of the National Defense University Foundation, the Rand Corporation Center for Middle East Public Policy and the Orlando Economic Partnership. He has a degree in Finance from the University of Tampa and is a graduate of the Harvard Business School Presidents Program. Todd is also an active member of the Young Presidents Organization (YPO).

    Show Notes:

    3:00 – Todd shares how to prepare as an entrepreneur for future threats and the importance of instilling resilience in yourself.

    5:00 – Todd gives insight into the events that are happening in the Middle East and Ukraine.

    9:00 – Bob asks Todd to share what he has learned throughout his career as he has accomplished a myriad of different disciplines. Todd shares his upbringing, beginning in Tampa. He opens up about the key learnings that he believes contributed to his future success.

    15:00 – Todd touches on the culture shock that came with joining the army. He then talks about the biggest inflection point that he noticed moving from a young army officer to special forces and the challenges that accompanied these transitions.

    23:00 – Hollywood vs. Reality– Todd touches on the differences he sees in his career in the agency as opposed to the way it is depicted in media that we consume.

    “It would be a really boring show if they showed you everything that actually went on.”

    28:00—Todd discusses how much of Patriot Defense is working with the US government versus commercial services. Todd defines “open source intelligence” and “big data analytics.”

    “The amount of data that is publicly available is kind of scary.”

    35:00 – Todd gives his advice as an intelligence officer to traveling business executives and young people looking to limit digital exhaust, those wanting to be more mindful of their data.

    41:00 – The popular topic of TikTok is brought up as Todd discusses his thoughts on whether or not the app is tracking and collecting your data as you use the app. He shares that he doesn’t know what the firewall is and doesn’t trust it.

    48:00 – Bob asks Todd to delve into his unique experiences. He shares how he took the leap to pursue hybrid training with multiple organizations.

    53:00 – Entrepreneurship is growing rapidly. Todd shares his advice on where he believes young people who are wanting to pursure entrepreneurship should focus their time and energy on this journey. He believes that you should pursue a business in what you know best and are passionate about.

    “Do what you know best. Build your business around what you know.”

    58:00 – Todd talks about what originally motivated him to pursue making a difference in politics in Washington DC.

    1:03:00 – From his pursuit in politics, Todd shares the skills and insights he adopted from his experiences. He learned his limits and how to manage his time, energy, and focus.

    1:07:00 – Bob asks Todd what words of encouragement or advice that he would give if he were in the position to give a State of the Union Address.

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    1 hr and 12 mins
  • The Green Credit Wave: Carbon X Solutions' Mission to Monetize Solar
    Mar 19 2024
    Our guests today are Cody Newton and Dr. Doug Cleveland. Cody Newton is a serial entrepreneur, having started or been involved in over 20 companies, including professional sports, franchising, direct sales, and the energy markets. He is dedicated to democratizing renewables, carbon credits, and recycling for home and business owners in his latest project with Carbon X Solutions. Dr. Douglas Cleveland is a trained Anesthesiologist from the University of Chicago with a Medical Economics Certificate from the Harvard Business School. Doug is also an entrepreneur with expertise in process and operational efficiencies and shares Cody’s passion for the energy and renewables space and the impact it can have on the environment. I found this story fascinating, as two entrepreneurs with vastly different backgrounds saw the same problem and figured out a way to complement each other with their diverse approaches to business. They built a team and tackled a problem many experts said was impossible. This conversation will highlight the complexities and challenges of starting a new venture when everyone around you says it can’t be done. If there is one thing I have learned from all these interviews, it is that entrepreneurs almost always have to defy the odds and many naysayers along the way to launch a product or service that is new, innovative, and world-changing.Learn more at www.CarbonXSolutions.com Show Notes:3:00 - Doug begins by sharing how he entered his entrepreneurial journey. He shares how he started out in med school to become an anesthesiologist and started practicing anesthesiology but became restless to do more and learn more.6:00 - Doug shares his background, where he got his various degrees, and where he completed his professional training.7:00 - Cody shares his background of growing up in a small farm town, embarking on getting a degree from Kansas State and pivoting to become an entrepreneur. 13:00 - Doug discusses breadth vs. depth in the medical field and how that translates to his entrepreneurial journey.Quote: “Riches are in niches.” 16:00 - Doug and Cody share some “key lessons” they learned early in their careers that would be valuable to young people starting out in their careers to help speed up their entrepreneurial journey. They share the 26:00 - Cody and Doug share how they discovered carbon credits and why they were led to participate in this “green movement” to help the environment, as well as businesses and homeowners participating in this movement.31:00 - Cody discusses the posture of his heart toward smaller and medium-sized businesses when involving them in this industry. He shares his goal to make this attainable for small and medium-sized companies to utilize this business opportunity. Quote: “We can expand this green revolution faster as we make it more accessible.”40:00 - Cody shares the story of how he found himself in the right spot at the right time to make a partnership and how this reflects the entrepreneurial experience of living intentionally in everyday life. Quote: “If you always plant seeds, the harvest will come over time.”“If you’re passionate about something, the worst thing you can do is keep it inside.”42:00 - Doug chimes in and shares his story when meeting Cody and beginning their partnership.48:00 - Cody and Doug discuss the struggles and obstacles they have faced and had to overcome throughout their journey. They share what they have learned from that process.54:00 - Bob asks how they balanced seeking counsel and guidance while pursuing their goals when they may have been advised not to.Quote: “The experts don’t always have the same vision that you do… take what they say with a grain of salt.”59:00 - Doug and Cody share what they foresee the next 3-5 years to look like for this industry and talk about what they hope to accomplish in these future opportunities. 1:07:00 - Bob asks Doug and Cody to share their favorite books“Boys in the Boat” by Daniel James Brown, “The Obstacle Is The Way” by Ryan Holiday, “Meditations” by Marcus Aurelius, “Intentional Living” by John C. Maxwell, “Seize The Day” by Danny Cox, “Elon Musk” by Walter Isaacson, “Carbon Trade” by James Prosper, “The Captain Class” by Sam Walker, and “The Bomber Mafia” by Malcolm Gladwell1:15:00 - Bob asks Doug and Cody what words of encouragement they would give to a class of MBA students amidst the complexity of our current marketplace and what they would share to inspire them in their careers.
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    1 hr and 23 mins

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