Tips from the Top with Joe Mallee

Tips from the Top - Episode 11: Chief Storyteller

After the dot‑com crash, Sheryl Moore transformed a financial wake‑up call into a mission to educate others about life insurance and annuities. In this episode of Tips from the Top, Joe Mallee talks with the founder of Moore Market Intelligence about why storytelling matters more than ever in a data‑driven world. Sheryl shares how pairing data with lived experience helps advisors educate clients, build trust, and address real retirement concerns—offering practical insight into communication, credibility, and impact.

Tips from the Top - Episode 10: Defining Moments

If you’ve never crossed paths with Victor Goldman, you’ll want to after listening to this episode. The general agent of GoldBook Financial shares the stories that shaped his journey, from tough early days in the business to building a scratch agency grounded in culture, community, and purpose. A leap of faith sparked a cross-country move with his three sons, dog, and turtle that changed everything. Victor’s message is honest and motivating: embrace the process, roll up your sleeves, and let the moments that challenge you define who you become.

Tips from the Top - Episode 9: Life Lessons

From Army service after 9/11 to financial services at Vista Wealth Solutions, Colin Waszkiewicz’s journey is packed with powerful insights. In this episode of Tips from the Top, Colin reveals how military discipline, wrestling, and mentorship shaped his approach to business—and life. Hear firsthand about overcoming early challenges, supporting clients through life’s toughest moments, and the value of honest conversations about protection and planning. Discover practical wisdom on resilience, teamwork, and finding purpose—essential lessons for anyone in the business.

Tips from the Top - Episode 8: Catalyst for Growth

What happens when you dive into a career without a safety net? For Sahand Elmtalab of Central US, being “in over his head” became the catalyst for growth. In this episode of Tips from the Top, Sahand shares how embracing discomfort, following proven processes, and leaning on mentors transformed his near failure into a thriving practice. Listen for practical advice and inspiring lessons on resilience, adaptability, and building lasting client relationships.

Tips from the Top - Episode 7: Amplifying Impact

Follow Dakota Brizendine’s journey from humble beginnings to becoming co-general agent at Commonwealth Financial Group. Dakota opens up about the power of financial literacy, the importance of mentorship, and how embracing challenges fuels personal and professional growth. Tune in for insights on finding meaning in your work, tipping the balance where it matters, and amplifying your impact in business and beyond.