“Stay the course.” -Alejandra Santos

In this episode of the Deep Wealth Podcast, host Jeffrey welcomes Alejandra Santos, founder and CEO of Startup Tandem. Santos shares her inspiring journey from arriving in Miami at 17 from Honduras to earning her executive master's degree and becoming a successful entrepreneur. She discusses the importance of mindset, de-risking your business, the significance of cash flow, and building a business that can either be passed on or successfully exited. Furthermore, the episode covers the impact of culture on a business's value, the importance of having a good work ethic, and the difference between financial management for tax purposes versus investor appeal.

04:42 Entrepreneurial Lessons from Alejandra's Childhood

08:02 Alejandra's Business Philosophy: Creating Value and Mindset Shifts

14:00 Alejandra's Strategies for Business Growth and Value Creation

19:31 The Critical Difference Between CFOs and Bookkeepers

21:00 Common Financial Mistakes in Businesses

24:32 Transforming Toxic Work Environments

25:58 Comprehensive Business Consulting Approach

27:41 De-risking Strategies for Businesses

31:13 The Power of Fun and Creativity in Business

35:19 Final Thoughts and Advice for Entrepreneurs

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SELECTED LINKS FOR THIS EPISODE

Startup Tandem

Alejandra Santos M. | LinkedIn

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Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

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May you continue to thrive and prosper while remaining healthy and safe!

“Schedule what’s important.” -Mark Anthony

This podcast episode features Mark Anthony, an accomplished international speaker and business advisor, who shares his entrepreneurial journey and strategies for success. He also introduces the Deep Wealth Mastery Program, highlighting how it helps entrepreneurs prepare for liquidity events and optimize post-exit life. The episode covers Mark's book 'Join the Seven Figure Club', which outlines seven pillars for business success, including mindset, accountability, sales, marketing, customer service, negotiation, and getting your life back.

02:59 Mark's Entrepreneurial Journey: Building Success from Scratch

13:33 Accountability and Sales: Driving Business Success

20:51 Marketing Strategies That Work: Beyond Social Media

24:07 Scaling Your Business: Insights and Strategies

27:44 Unlocking the Secret Sauce of Customer Service

30:23 Mastering Negotiation: Techniques for Success

34:37 Achieving Work-Life Balance Through Effective Processes

38:00 Prioritizing for Impact: A Strategy for Success

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SELECTED LINKS FOR THIS EPISODE

Mark Anthony High Performance | Instagram

Mark Anthony | LinkedIn

Book: Join the 7 Figure Club: Build Your Business, Double Profits & Get Your Life Back

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive

Contact Deep Wealth:

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• LinkedIn
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• Subscribe to The Deep Wealth Podcast

Help us pay it forward by leaving a review.

May you continue to thrive and prosper while remaining healthy and safe!

“Use it or lose it.” -Alexander Ladd

Transforming Finance and Leveraging AI for Business Success with Alexander Ladd

In this episode, Alexander Ladd, CEO of Mindstream Analytics, discusses his journey from starting his company during the economic downturn in 2008 to becoming a leader in financial software systems and analytics. Ladd emphasizes the importance of maintaining a strong company culture for success and the pitfalls of reliance on manual systems like Excel for financial management. The episode also covers the advantages of leveraging technology, specifically AI and machine learning, to automate and improve financial processes, thereby freeing up valuable time for strategic decision-making. Additionally, the episode touches on the Deep Wealth Mastery Program and its impact on business owners' success in maximizing their financial outcomes.

00:00 Meet Alexander Ladd: A Tech Innovator's Journey

00:32 Deep Wealth Mastery: Transforming Careers and Lives

06:40 The Power of Culture in Business Success

09:50 Mindstream's Mission: Revolutionizing Finance

17:08 The Rule of 40: A Key Metric for Business Growth

23:06 Rethinking Business Analysis and Strategy

23:24 The Power of Deep Dive Analysis in Business

23:53 Tailoring Solutions for Businesses of All Sizes

26:20 Leveraging AI and Machine Learning in Finance

29:33 Predictions and Future Trends in AI for Finance

34:29 Practical Advice for Businesses Today

38:54 Personal Insights and the Importance of Multilingualism

42:25 Wrapping Up: The Impact of Technology on Business

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SELECTED LINKS FOR THIS EPISODE

MindStream Analytics

Alexander Ladd - MindStream Analytics | LinkedIn

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive

Contact Deep Wealth:

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• Subscribe to The Deep Wealth Podcast

Help us pay it forward by leaving a review.

May you continue to thrive and prosper while remaining healthy and safe!

“It’s not that serious.” -Elle O'Flaherty

Unlocking Potential: The Power of ADHD in Business and Personal Growth

This episode features Elle O'Flaherty, a former litigator turned productivity and performance optimization speaker who specializes in executive coaching for professionals with ADHD. Elle shares her journey from practicing law to founding Interlaced Solutions, highlighting her personal experience with ADHD and how it has shaped her coaching methods. The discussion includes insights on the misconceptions around ADHD, the unique strengths it brings to business and creativity, and practical advice for both individuals and companies on harnessing these abilities for success.

04:27 The Journey from Litigation to Coaching: Elle's Personal Story

09:52 Understanding ADHD in the Professional World

17:32 Creating an ADHD-Friendly Workplace: Strategies and Benefits

26:16 The Impact of ADHD on Creativity and Business Success

29:59 The Comprehensive Approach to ADHD Coaching

33:58 Changing the Narrative: The True Potential of ADHD

44:03 A Heartfelt Conclusion: Embracing New Beginnings

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SELECTED LINKS FOR THIS EPISODE

www.interlacesolutions.com

Elle O'Flaherty (@elleoflaherty) • Instagram

Elle O'Flaherty, JD, PCC, ACCG, CCSP, CPRW - Interlace Solutions | LinkedIn

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive

Contact Deep Wealth:

• Client testimonials
• The Deep Wealth Strategy Map
• LinkedIn
• Instagram
• Subscribe to The Deep Wealth Podcast

Help us pay it forward by leaving a review.

May you continue to thrive and prosper while remaining healthy and safe!

“Be open, be adventurous, and enjoy the journey.” -Greg Martin

Journey to Success: Insights from Greg Martin and the Power of M&A

This podcast episode features Greg Martin, a founding team member at Origin Merchant Partners specializing in mergers and acquisitions, and an expert in the hospitality industry. Greg shares his career journey, from starting a multi-faceted hospitality business to venturing back into investment banking, and how he came to host the Lifetime at Work Podcast to delve into people's career journeys.

03:08 Greg's Journey: Investment Banking, Entrepreneurship, and Podcasting

09:31 Preparing for a Liquidity Event: Strategies and Advice

19:35 The Role of AI in M&A and the Future of Deal-Making

24:02 Finding the Right Fit: Origin's Approach to M&A

32:32 Advice for Leaders: Enhancing Team Dynamics

35:58 Personal Insights and Final Thoughts

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Lifetime at Work: Career Advice Podcast

Podcast: Lifetime at Work: Career Advice Podcast Greg Martin

Greg Martin | Instagram

Greg Martin | Facebook

Greg Martin - Origin Merchant Partners | LinkedIn

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive

Contact Deep Wealth:

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• The Deep Wealth Strategy Map
• LinkedIn
• Instagram
• Subscribe to The Deep Wealth Podcast

Help us pay it forward by leaving a review.

May you continue to thrive and prosper while remaining healthy and safe!

“Put everything you can in real estate.” -Beau Button

In this episode of the Deep Wealth Podcast, serial entrepreneur Beau Button shares his journey from a curious child fascinated by electronics to the founder of Atlas Realty, Inc., transitioning from government consulting to mobile gaming and virtual real estate. The podcast also highlights testimonials from the Deep Wealth Mastery Program, emphasizing its value to business owners. Beau discusses his early interest in software development, his career trajectory, and the evolution of his company, Cerberus Interactive, into Atlas Realty, focusing on location-based gaming and the development of Atlas Earth.

02:31 The Genesis of Beau Button's Curiosity and Entrepreneurial Spirit

04:06 From Software Development to the Gaming Industry: Beau's Pivot

06:07 Exploring the Metaverse with Atlas Earth

15:25 Consumer Engagement and the Future of Virtual Transactions

18:12 The Business Model Behind Atlas Earth and Virtual Real Estate

27:52 The Potential and Future of the Metaverse for Businesses

36:16 Beau's Personal Insights and Advice for Aspiring Entrepreneurs

40:05 Beau's Time-travel Advice to His Younger Self

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Atlas Reality

Atlas Earth (@AtlasEarthApp) / X

Beau Button - Atlas Reality, Inc. | LinkedIn

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive

Contact Deep Wealth:

• Client testimonials
• The Deep Wealth Strategy Map
• LinkedIn
• Instagram
• Subscribe to The Deep Wealth Podcast

Help us pay it forward by leaving a review.

May you continue to thrive and prosper while remaining healthy and safe!

“Enjoy every second.” -Christopher Panagiotu

This episode features Chris Panagiotu, a certified financial planner, author, podcast host, and founder of Capitalize Your Finances, LLC. Chris shares his journey from investing at a young age to becoming a leading financial advisor, emphasizing the importance of true financial planning over mere investing.

00:00 Meet Chris Panagiotu: A Financial Planning Prodigy

00:42 The Rise of Capitalize Your Finances, LLC

14:42 Chris's Approach to Financial Planning and Wealth Building

27:55 Diving Deep into Asset Allocation Strategies

34:44 Mastering Debt Management: Strategies for Business Owners and Individuals

49:47 Reflections and Advice: The Journey of Financial Independence

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

Capitalize Your Finances

CAPitalize Your Finances Podcast

Chris Panagiotu / X

@capincapitalize | Instagram

CAPitalize Your Finances - YouTube

Christopher Panagiotu | LinkedIn

CAPitalize Your Finances With Jeffrey Feldberg

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive

Contact Deep Wealth:

• Client testimonials
• The Deep Wealth Strategy Map
• LinkedIn
• Instagram
• Subscribe to The Deep Wealth Podcast

Help us pay it forward by leaving a review.

May you continue to thrive and prosper while remaining healthy and safe!

“If you want to change your life change the questions you’re asking.” -Adam Carroll

In this episode of the Deep Wealth Podcast, Adam Carroll, a finance literacy expert and founder of The Shred Method, discusses strategies for achieving financial freedom and managing personal finances efficiently. Carroll shares insights from his own journey from debt-ridden graduate to financially free and outlines how his Shred Method helps individuals and families break free from debt and build wealth. The episode also touches on the impact of social media on spending habits, the difference between calculated risk and risky financial decisions, and the importance of mastering money management and public speaking skills.

03:25 Adam Carroll's Personal Financial Transformation

12:16 Introducing the Shred Method: A Game Changer for Financial Freedom

21:30 The Power of Technology and Mindset in Financial Management

28:09 Childhood Programming and Its Impact on Adult Spending

29:43 Creating Generational Wealth: Small Changes, Big Impact

31:56 The Shred Method: A Behavior Modification Tool for Financial Health

36:58 The Magic Penny: A Lesson in Compound Interest

41:17 Achieving Financial Clarity and Peace of Mind with Shred

Click here to subscribe to The Deep Wealth Podcast to save time and effort.

SELECTED LINKS FOR THIS EPISODE

The Shred Method

Adam Caroll Books in Amazon

Learn More About Deep Wealth Mastery

FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)

Book Your FREE Deep Wealth Strategy Call

Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.

Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.

Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.

Looking forward to helping you unlock the riches and success you deserve!

https://www.deepwealth.com/thrive

Contact Deep Wealth:

• Client testimonials
• The Deep Wealth Strategy Map
• LinkedIn
• Instagram
• Subscribe to The Deep Wealth Podcast

Help us pay it forward by leaving a review.

May you continue to thrive and prosper while remaining healthy and safe!