Sixcess Stories

The Next Level Mindset with Megan Ward | EP 53

1 h 44 min · 26. touko 2026
jakson The Next Level Mindset with Megan Ward | EP 53 kansikuva

Kuvaus

In this week's episode of Sixcess Stories, Kristina and Eric sit down with Megan Ward [https://www.linkedin.com/in/mwfis/] to talk about building a referral-based business from the ground up, motherhood as the ultimate motivation to level up, and mastering the art of hiring the right people. Megan Ward is the founder of MW Financial and Insurance Solutions [https://www.linkedin.com/company/mwfis/], with over 16 years of experience in the financial services industry. Megan is known for her strengths in financial planning, insurance, and building a thriving referral-based practice, with a deep passion for empowering business owners and pre-retirees to achieve lasting financial security. Sixcess Stories is a collection of real, honest conversations with the incredible members of the SIX° Community about leadership, intentionality and the positive impact of developing deep, meaningful relationships in business and in life. Timestamps: [00:01:45] Check-In: Mid-week Reflections [00:08:00] The Road to Financial Services [00:09:30] Telemarketing in High School & Learning to Sell [00:11:45] Landing at New York Life & Building From Scratch [00:13:30] Surviving the Early Years of Entrepreneurship [00:15:45] The Turning Point: Becoming a Mom [00:17:15] Going All In: Leveling Up the Practice [00:27:00] Using AI in the Financial Services World [00:29:00] Hiring the Right Person: A New Approach [00:33:30] The Art & Science of Interviewing [00:52:00] Growth Goals & Vision for the Future [00:58:30] Building a Referral-Based Business & Moving Up Market [01:10:15] Takeaways & Final Thoughts - - - - - - [01:17:00] Deep Dive Connect with the SIX° Community: Website [https://sixdegreesconnections.com/] LinkedIn [https://linkedin.com/company/6-degrees-connections] Lead on Purpose. Connect with Intention. New episodes drop weekly on Tuesdays. Your next breakthrough is just one connection away.

Kommentit

0

Ole ensimmäinen kommentoija

Rekisteröidy nyt ja liity Sixcess Stories-yhteisöön!

Aloita maksutta

14 vrk ilmainen kokeilu

Kokeilun jälkeen 7,99 € / kuukausi. · Peru milloin tahansa.

  • Podimon podcastit
  • 20 kuunteluaikaa / kuukausi
  • Lataa offline-käyttöön

Kaikki jaksot

56 jaksot

jakson From Hustle Mentality to Family First with Dan Schneiderman | EP 55 kansikuva

From Hustle Mentality to Family First with Dan Schneiderman | EP 55

In this week's episode of Sixcess Stories, Kristina and Eric sit down with Dan Schneiderman [https://www.linkedin.com/in/danielschneiderman/] to talk about fatherhood while running a trial law firm, the mindset shift that took him from chasing accolades to chasing meaning, and why treating every client like your most important one is the strategy behind his biggest cases. Dan Schneiderman is the founder of Schneiderman Trial Attorneys [https://www.linkedin.com/company/schneiderman-trial-attorneys/], a San Diego-based personal injury firm specializing in catastrophic injury, traumatic brain injury, spinal cord injury, and wrongful death cases. Dan is known for his relentless commitment to the practice of law, prioritizing personal attention, deep client relationships, and quality over quantity at every stage of a case. Sixcess Stories is a collection of real, honest conversations with the incredible members of the SIX° Community about leadership, intentionality and the positive impact of developing deep, meaningful relationships in business and in life. Timestamps: [00:02:00] Check-In: Low Energy, High Intentions [00:04:00] The Treadmill of Early Parenthood [00:06:00] Seven Trials in 18 Months with a Newborn [00:08:00] Coming Out of Survival Mode [00:16:00] What Brought Dan to San Diego [00:18:00] Rocket Scientists, Surgeons & Personal Injury Attorneys [00:26:00] Letting Go of the Joneses Mentality [00:29:00] Family as the Core of Everything [00:30:00] The Failed Software Startup & Lessons Learned [00:40:00] Social Media, Data Privacy & 23andMe [00:47:00] AI Anxiety & A Future Nobody's Ready For [00:51:00] The Business of Law vs. The Practice of Law [01:01:00] Technology, Evidence & Trucking Cases [01:03:00] What Goes Around Comes Around - - - - - - [01:06:00] Deep Dive Connect with the SIX° Community: Website [https://sixdegreesconnections.com/] LinkedIn [https://linkedin.com/company/6-degrees-connections] Lead on Purpose. Connect with Intention. New episodes drop weekly on Tuesdays. Your next breakthrough is just one connection away.

Eilen1 h 27 min
jakson You Never Know Until You Say Yes with Tim Whelan | EP 54 kansikuva

You Never Know Until You Say Yes with Tim Whelan | EP 54

In this week's episode of Sixcess Stories, Kristina and Eric sit down with Tim Whelan [https://www.linkedin.com/in/timothy-whelan-cpa-b951b041/]to talk about saying yes to unexpected opportunities, the evolution from compliance to advisory in his tax practice, and the work it takes to build freedom in life and business. Tim Whelan is a CPA and tax advisor at Dark Horse [https://www.linkedin.com/company/darkhorsecpa/], bringing over a decade of experience helping small business owners proactively improve their tax and financial situations. Tom has honed his skills at both large national and mid-sized regional firms before finding the perfect fit at Dark Horse, where he focuses on going beyond compliance to deliver real strategy and advisory for his clients. Sixcess Stories is a collection of real, honest conversations with the incredible members of the SIX° Community about leadership, intentionality and the positive impact of developing deep, meaningful relationships in business and in life. Timestamps: [00:03:00] Making Networking Feel Effortless [00:05:00] Soccer, Travel & the First Big Opportunity [00:07:00] Semester at Sea [00:13:00] Do We Have a Business or Just a Job? [00:16:00] Building a Team & Defining Excellence [00:19:30] From Compliance to Advisory: Evolving the Practice [00:28:00] Why Dark Horse & Leaving the Traditional Path [00:34:00] Big Firms vs. Small Firms [00:44:00] Relationship to Money & The Meaning of Freedom [00:51:00] Generosity, Gratitude & Paying It Forward [01:00:00] Growing Up in Boston & Moving to San Diego [01:12:00] Takeaways: Saying Yes - - - - - - [01:15:00] Deep Dive Connect with the SIX° Community: Website [https://sixdegreesconnections.com/] LinkedIn [https://linkedin.com/company/6-degrees-connections] Lead on Purpose. Connect with Intention. New episodes drop weekly on Tuesdays. Your next breakthrough is just one connection away.

2. kesä 20261 h 31 min
jakson The Next Level Mindset with Megan Ward | EP 53 kansikuva

The Next Level Mindset with Megan Ward | EP 53

In this week's episode of Sixcess Stories, Kristina and Eric sit down with Megan Ward [https://www.linkedin.com/in/mwfis/] to talk about building a referral-based business from the ground up, motherhood as the ultimate motivation to level up, and mastering the art of hiring the right people. Megan Ward is the founder of MW Financial and Insurance Solutions [https://www.linkedin.com/company/mwfis/], with over 16 years of experience in the financial services industry. Megan is known for her strengths in financial planning, insurance, and building a thriving referral-based practice, with a deep passion for empowering business owners and pre-retirees to achieve lasting financial security. Sixcess Stories is a collection of real, honest conversations with the incredible members of the SIX° Community about leadership, intentionality and the positive impact of developing deep, meaningful relationships in business and in life. Timestamps: [00:01:45] Check-In: Mid-week Reflections [00:08:00] The Road to Financial Services [00:09:30] Telemarketing in High School & Learning to Sell [00:11:45] Landing at New York Life & Building From Scratch [00:13:30] Surviving the Early Years of Entrepreneurship [00:15:45] The Turning Point: Becoming a Mom [00:17:15] Going All In: Leveling Up the Practice [00:27:00] Using AI in the Financial Services World [00:29:00] Hiring the Right Person: A New Approach [00:33:30] The Art & Science of Interviewing [00:52:00] Growth Goals & Vision for the Future [00:58:30] Building a Referral-Based Business & Moving Up Market [01:10:15] Takeaways & Final Thoughts - - - - - - [01:17:00] Deep Dive Connect with the SIX° Community: Website [https://sixdegreesconnections.com/] LinkedIn [https://linkedin.com/company/6-degrees-connections] Lead on Purpose. Connect with Intention. New episodes drop weekly on Tuesdays. Your next breakthrough is just one connection away.

26. touko 20261 h 44 min
jakson Turning Relationships Into Lasting Impact with Juergen Schmid | EP 52 kansikuva

Turning Relationships Into Lasting Impact with Juergen Schmid | EP 52

In this week’s episode of Sixcess Stories, Kristina and Eric sit down with Juergen Schmid [https://www.linkedin.com/in/juergen-schmid-8530aa39/] to talk about his journey into entrepreneurship, travel as a form of education, and the importance of meaningful connections in both business and life. Juergen Schmid is an Associate Mortgage Broker at Mortgages By Juergen [https://mortgagebyjuergen.com/]/ Western Capital Mortgage with over 20 years of experience helping individuals and families achieve homeownership through personalized wholesale financing solutions. Specializing in VA loans, divorce lending, first-time homebuyers, and self-employed borrowers, Juergen is passionate about education, advocacy, and relationship-driven service. Sixcess Stories is a collection of real, honest conversations with the incredible members of the SIX° Community about leadership, intentionality and the positive impact of developing deep, meaningful relationships in business and in life. Timestamps: [00:02:15] Friday Check-In & Weekly Reflections [00:08:00] Growing Up in New Jersey [00:16:30] Working for the Airline Industry [00:24:00] Travel Stories and Destinations [00:30:30] Life Outside of Work [00:36:00] Career Lessons from Early Jobs [00:42:00] Modern Sales, Networking & Relationship Building [00:45:00] Getting Into the Mortgage Industry [00:53:00] Corporate Security vs Entrepreneurship [00:59:00] Finding “Your People” [01:09:45] Rejection, Sales Skills & Lessons from Domino’s [01:13:30] Convenience Culture & Human Isolation [01:14:00] Building Community Through Experiences [01:16:00] Tailgating, Family Traditions & Sports Culture [01:19:00] Concerts & Discovering New Artists - - - - - - [01:26:00] Deep Dive Connect with the SIX° Community: Website [https://sixdegreesconnections.com/] LinkedIn [https://linkedin.com/company/6-degrees-connections] Lead on Purpose. Connect with Intention. New episodes drop weekly on Tuesdays. Your next breakthrough is just one connection away.

19. touko 20261 h 40 min
jakson Pressure, Perspective, and Personal Growth with Camille DeCamp | EP 51 kansikuva

Pressure, Perspective, and Personal Growth with Camille DeCamp | EP 51

In this week’s episode of Sixcess Stories, Kristina and Eric sit down with Camille DeCamp [https://www.linkedin.com/in/camille-decamp-4011491b1/] to talk about conflict and communication, the psychology of pressure, and the sense of connection created through music and community. Camille DeCamp is a Senior Attorney at Clark Hill LLP [https://www.clarkhill.com/people/camille-decamp/] with experience representing businesses, developers, and individuals in complex commercial, construction, and employment disputes. Camille is passionate about helping people navigate difficult conversations and brings a strong understanding of psychology and human behavior into her work with clients and teams. Sixcess Stories is a collection of real, honest conversations with the incredible members of the SIX° Community about leadership, intentionality and the positive impact of developing deep, meaningful relationships in business and in life. Timestamps: [00:05:00] Check-In: Weekly Reflection [00:06:15] The Illusion of Pressure & Internal Narratives [00:12:00] Why a “Good Settlement” Means Nobody Wins [00:17:30] Justice, Morality & Defending Clients [00:22:00] Holding Companies Accountable [00:24:45] The Concert Ticket Crisis [00:29:00] The Eras Tour Experience [00:37:30] The Power of Live Music [00:42:15] Saying Yes to Experiences [00:46:00] Filling Your Bucket & Protecting Your Energy [00:58:00] Emotional Triggers & Rewriting Narratives [01:04:00] Managing Conflict & Difficult Conversations [01:16:00] Teaching Instead of Arguing in the Courtroom [01:22:00] Not Taking Things Personally [01:28:00] Creating Meaningful Experiences [01:34:00] Balancing Career, Family & Personal Fulfillment - - - - - - [01:37:00] Deep Dive Connect with the SIX° Community: Website [https://sixdegreesconnections.com/] LinkedIn [https://linkedin.com/company/6-degrees-connections] Lead on Purpose. Connect with Intention. New episodes drop weekly on Tuesdays. Your next breakthrough is just one connection away.

12. touko 20261 h 47 min