Designing Wealth with Purpose: Financial Planning, Entrepreneurship & Long-Term Success

Designing Wealth with Purpose: Financial Planning, Entrepreneurship & Long-Term Success

Business Leaders of America Podcast Featuring Gary Preisser Co-Founder & Managing Partner, Stonebriar Wealth Advisors Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Gary Preisser, Managing Partner of Stonebriar Wealth Advisors and a financial planning professional with more than 23 years of experience helping individuals, retirees, entrepreneurs, and business owners build financial strategies centered on purpose, timing, and long-term stewardship. Gary shares how his career began in tax preparation and business consulting, where he recognized a disconnect between how people think about money and how it actually works. Those early experiences ultimately shaped his belief that financial planning should begin with understanding what money is meant to accomplish, rather than simply chasing investment returns. Throughout the conversation, Gary explains why he believes the greatest financial risk isn't market volatility, but needing money at the wrong time. He introduces his Cash Flow Clock framework and discusses how aligning investments with future cash flow needs can help families and business owners make more confident financial decisions while avoiding many of the pitfalls of traditional portfolio management. The discussion also explores the financial blind spots many entrepreneurs face, including overconcentration in their businesses, the importance of building wealth outside the company, and why tax planning should be viewed as a long-term strategy rather than an annual exercise. Gary also shares why financial success isn't measured by the size of a portfolio, but by how effectively wealth supports the life people want to live. Whether you're building a business, preparing for retirement, or looking for a more intentional approach to financial planning, this episode offers practical insights on designing wealth around purpose rather than simply accumulating assets. Notable Awards and Recognitions • Co-Founder & Managing Partner of Stonebriar Wealth Advisors • More than 23 years of experience in personal and business financial planning • Creator of the Cash Flow Clock™ financial planning framework • Author of multiple books on wealth, financial planning, and stewardship How to connect with Gary Preisser LinkedIn: https://www.linkedin.com/in/garypreisser/ Website: https://stonebriarwealthadvisors.com/ Show Notes 01:50 — From tax preparation to wealth management How Gary's early career revealed the disconnect between how people think about money and how it actually works. 04:10 — Why purpose should drive every financial decision Gary explains why the first question shouldn't be "Where should I invest?" but "What is this money for?" 06:00 — Redefining financial risk Why needing money at the wrong time, not market volatility, is often the greatest risk investors face. 09:00 — The vision behind Stonebriar Wealth Advisors How Gary and his partner built a firm focused on purpose-based financial planning instead of one-size-fits-all portfolios. 13:30 — Understanding the Cash Flow Clock How separating short-term cash flow needs from long-term investments creates a more functional financial plan. 20:20 — Financial blind spots for entrepreneurs Why business owners often become overconcentrated in their companies and how to build wealth beyond the business. 24:50 — The biggest lesson about money Why true wealth has less to do with portfolio balances and more to do with living intentionally. 27:30 — Designing success instead of chasing it Gary shares why entrepreneurs should define success for themselves and create a financial plan built around that vision. 30:30 — Resources and connecting with Gary Where listeners can learn more about Stonebriar Wealth Advisors, the Cash Flow Clock, and Gary's educational resources. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

The Long Game of Entrepreneurship: Growth, Leadership, and Successful Exits

Business Leaders of America Podcast Featuring Steven Pivnik Entrepreneur, Author, Speaker & Founder Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Steven Pivnik, entrepreneur, author, speaker, and founder of Binary Tree, a software company he built over 26 years into a global business with more than 200 employees across 12 countries before successfully exiting. Steven shares how his entrepreneurial journey began after immigrating to the United States with his family and watching his father pursue the American Dream. He reflects on the lessons learned from early startup failures, why embracing failure is essential for long-term success, and how those experiences helped lay the foundation for building Binary Tree. Throughout the conversation, Steven discusses the strategies that fueled the company's growth, including partnering with industry leaders like IBM, Google, and Microsoft. He explains why aligning with larger organizations can accelerate growth, how to create value within strategic partnerships, and the importance of differentiation in competitive markets. The discussion also explores what it takes to prepare a company for a successful exit. Steven shares common valuation killers, why founder dependency creates risk for buyers, the importance of recurring revenue, building the right leadership team, and why founders should begin planning for an exit years before they intend to sell. From overcoming setbacks to building a company designed for long-term success, this episode offers practical insights for entrepreneurs, founders, and business owners preparing for their next stage of growth. Notable Awards and Recognitions • Founder of Binary Tree, which grew to more than 200 employees across 12 countries before a successful exit • Advised on more than $1 billion in founder exits • Author of Built to Finish • Host of the Built to Finish Podcast • Completed the IRONMAN World Championship How to connect with Steven Pivnik LinkedIn: https://www.linkedin.com/in/stevenpivnik/ Website: https://stevenpivnik.com/ Instagram: https://www.instagram.com/stevenpivnik/ Show Notes 01:50 — The entrepreneurial influence of his immigrant family How watching his father pursue the American Dream inspired Steven to build companies of his own. 03:35 — Lessons from early startup failures Why failure became one of his greatest teachers and how those experiences shaped his approach to entrepreneurship. 06:17 — Scaling Binary Tree through strategic partnerships How working alongside IBM, Google, and Microsoft helped accelerate the company's growth. 09:23 — What it felt like to exit after 26 years Steven shares the emotional side of selling the business and why he intentionally structured a clean exit. 12:13 — The biggest mistakes founders make before selling Founder dependency, recurring revenue, competitive differentiation, and other factors that impact valuation. 15:00 — What separates premium valuations from average ones Why coachability, strong leadership, and making difficult decisions are essential for maximizing company value. 17:12 — Preparing for an exit three years in advance The operational, financial, and leadership priorities founders should address well before going to market. 21:14 — The story behind Built to Finish Why Steven wrote the book and how he hopes it inspires entrepreneurs to pursue ambitious goals in business and life. 22:54 — How to connect with Steven Where listeners can learn more about his advisory work, book, podcast, and connect with him online. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

What Great Advisors Understand About Wealth, Risk, and Life

Business Leaders of America Podcast Featuring Stefan Whitwell Founder, CEO & Chief Investment Officer of Whitwell & Co. Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Stefan Whitwell, Founder, CEO, and Chief Investment Officer of Whitwell & Co., a nationwide wealth management and family office firm serving founders, business owners, executives, and families. Stefan's path to wealth management was shaped by an entrepreneurial upbringing, a global career spanning New York, London, Hong Kong, and Tokyo, and a life-changing experience during the Global Financial Crisis. After building significant wealth through real estate investing, he watched it disappear when the market turned, forcing him to rebuild from the ground up. Throughout the conversation, Stefan shares lessons on resilience, risk management, and the mindset required to navigate major setbacks. He explains how that experience ultimately led him to found Whitwell & Co. and why helping clients protect their wealth has become deeply personal. The discussion also explores family office services, business exits, liquidity events, private markets, and the common mistakes entrepreneurs make when preparing for life after a sale. Stefan offers practical insights on preserving wealth, finding purpose beyond financial success, and planning for the next chapter long before it arrives. From overcoming adversity to building lasting wealth and legacy, this episode delivers valuable lessons for entrepreneurs, investors, and business owners alike. Notable Awards and Recognitions • Founder, CEO, and Chief Investment Officer of Whitwell & Co., a nationwide wealth management and family office firm • Former investment banking professional with experience at Goldman Sachs and Credit Suisse • Built and managed a substantial real estate investment portfolio prior to the Global Financial Crisis • Worked across New York, London, Hong Kong, and Tokyo throughout his international finance career How to connect with Stefan Whitwell LinkedIn: https://www.linkedin.com/in/whitwell/ Website: https://www.whitwelladvisors.com/ Instagram: https://www.instagram.com/stefanwhitwell/ Show Notes 01:41 — Growing up with entrepreneurial parents Stefan shares how being raised by two teachers who pursued side businesses shaped his views on work, money, and entrepreneurship. 05:43 — Lessons from New York, London, Hong Kong, and Tokyo How living and working around the world expanded his perspective on business, wealth creation, and human nature. 13:31 — Losing $35 million during the Global Financial Crisis Stefan recounts the events that led to the collapse of his real estate portfolio and the difficult realities of navigating the financial crisis. 21:14 — Reinventing himself after financial devastation The story behind rebuilding his career, overcoming bankruptcy, and finding a new path in wealth management. 24:36 — Why risk management became personal How firsthand experience with financial loss influences the way he advises clients today. 32:03 — What family office services actually mean Stefan explains how family offices help successful individuals coordinate wealth, tax, estate planning, investments, and life goals. 38:31 — Preparing for a business exit years in advance Key financial, tax, and emotional considerations business owners should address before a liquidity event. 44:47 — The hidden challenges after selling a business Why many entrepreneurs struggle after an exit and how to prepare for the next chapter before the transaction closes. 49:31 — Connecting with Whitwell & Co. Where listeners can learn more, schedule a conversation, and explore working with Stefan and his team. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Turning Relationships Into Revenue: The Future of Referral-Based Business

Business Leaders of America Podcast Featuring Joe Mindak Entrepreneur, Community Builder & Co-Founder of Nolodex Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Joe Mindak, entrepreneur, community builder, and co-founder of Nolodex, a platform designed to transform how professional communities manage, track, and monetize referrals. Joe is also the founder of The Connective, a highly vetted professional networking community built to help business leaders form trusted, long-term relationships that generate consistent opportunity. What started as a small, relationship-driven group has grown into a thriving ecosystem of hundreds of professionals, thousands of warm referrals, and a 96% member renewal rate. Across more than 25 years of building and scaling businesses in industries ranging from media and marketing to hospitality, publishing, and software, Joe has developed a core belief that sustainable business growth doesn’t come from marketing alone, but from relationships, trust, and consistent connection-building. Throughout the conversation, Joe shares how The Connective was built from the ground up, what makes high-trust communities actually work, and why most networking groups fail to create real economic value for their members. He also breaks down the evolution from relationship-building to systems-based referral tracking, and how that ultimately led to the creation of Nolodex. The discussion also explores how referral ecosystems operate, why most professionals underutilize their networks, and how technology is changing the way people give, track, and benefit from introductions. From building communities and understanding trust to the future of referral-driven business models, this episode delivers a practical look at how relationships continue to drive modern business growth. Notable Awards and Recognitions • Founder of The Connective, a vetted professional networking community with 550+ members, 5,000+ warm referrals shared, and a 96% member renewal rate • Co-Founder of Nolodex, an enterprise SaaS platform focused on structuring and scaling referral-based business development inside professional communities • Over 25 years of experience building and scaling businesses across media, marketing, hospitality, publishing, and software • Adjunct Instructor at Stevens Institute of Technology, supporting engineering students in entrepreneurship and business development • Former Founder & CEO of multiple ventures including Castle Point Brewery, Sweets Creative Group, and Finn Connective How to connect with Joe Mindak LinkedIn: https://www.linkedin.com/in/joemindak/ Email: joe@nolodex.com Nolodex: https://www.nolodex.com/ The Connective: https://www.theconnective.me/ Show Notes 01:42 — The foundation of relationship-driven business growth Joe reflects on his early career and how consistent networking and introductions became the core driver of opportunity across multiple industries. 06:10 — Why referrals outperform traditional marketing A breakdown of why warm introductions consistently outperform cold outreach and paid acquisition strategies. 10:07 — The origin of The Connective How “connection over competition” became a lived philosophy and what inspired the creation of a vetted professional network. 16:32 — Why most networking groups fail Joe explains how lack of differentiation, weak vetting, and reliance on membership fees limit the effectiveness of most communities. 20:27 — What was missing that led to Nolodex The operational challenge of tracking referrals manually and why spreadsheets eventually broke the system. 23:57 — Why professionals want to get paid for referrals How members responded when introduced to structured referral compensation and why it changed engagement behavior. 28:12 — The ethics and structure of referral compensation Joe discusses how deals are structured, how negotiations are handled, and why transparency matters. 31:10 — The most effective networking habit Simple but powerful actions professionals can take weekly to strengthen relationships and generate opportunity. 33:19 — How to get started with Nolodex and The Connective Where listeners can connect, learn more, and explore how to join or build their own referral-driven community. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Leadership, Communication, and AI: Building Better Leaders in a Changing World

Business Leaders of America Podcast Featuring Marc A. Pitman Founder & CEO of Concord Leadership Group Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Marc A. Pitman, founder and CEO of Concord Leadership Group, where he has spent the past two decades helping leaders, executives, and organizations develop authentic, effective leadership styles. Marc has coached more than 130 CEOs, executives, directors, and founders through some of the most challenging periods in modern business history, including the dot-com crash, 9/11, the 2008 recession, and the COVID-19 pandemic. He has also presented trainings and keynotes to more than 27,000 participants across North America, Europe, Mexico, and New Zealand while developing the Quadrant 3 Leadership framework. Throughout the conversation, Marc explains why so many leaders struggle with confidence, uncertainty, and impostor syndrome, and why leadership development is often overlooked until someone is already in a position of responsibility. He breaks down his Four Quadrants of Leadership model, discusses the differences between developing new leaders and experienced executives, and shares why authentic leadership comes from understanding your own strengths rather than attempting to imitate others. The discussion also explores communication styles, personality assessments, coaching methodologies, organizational culture, delegation, and the importance of creating environments where employees can learn from mistakes without fear. A major focus of the episode centers on the future of leadership development and how AI tools can help democratize coaching, leadership training, and decision-making support. Marc shares how he is using AI within his own business and why he believes technology will make leadership development more accessible while still requiring human judgment and self-awareness. From leadership philosophy and organizational culture to AI-powered coaching and personal growth, this episode provides practical insights for leaders at every stage of their journey. Notable Awards and Recognitions • Founder and CEO of Concord Leadership Group, a leadership development consultancy serving leaders around the world • Coached more than 130 CEOs, executives, directors, and founders, and delivered leadership trainings and keynotes to over 27,000 participants across North America, Europe, Mexico, and New Zealand • Author of The Surprising Gift of Doubt and multiple other leadership and fundraising books • Creator of the Quadrant 3 Leadership framework and the Four Quadrants of Leadership development model How to connect with Marc A. Pitman LinkedIn: https://www.linkedin.com/in/marcapitman/ Concord Leadership Group: https://concordleadershipgroup.com/?utm_source=chatgpt.com Leadership Style Assessment: https://concordleadershipgroup.com/style/?utm_source=chatgpt.com Website: https://marcpitman.com/ Show Notes 01:47— How Marc got started in leadership development Marc shares how his parents introduced him to personal development, leadership, goal-setting, and entrepreneurship at an early age. 05:18 — What great leaders do during uncertainty Why effective leaders become comfortable with ambiguity, make difficult decisions without perfect information, and avoid becoming dependent on playbooks. 08:42 — Understanding the Four Quadrants of Leadership Marc explains his leadership framework, including confidence, external versus internal guidance, and how leaders progress through different stages of development. 14:56 — What organizations get wrong when developing leaders Why companies often promote people into leadership positions without providing the tools, coaching, or support necessary for long-term success. 20:43 — Developing new leaders versus experienced executives A discussion on why many new leaders are thrown into leadership roles without preparation and how organizations can better support their growth. 25:37— Personality assessments and communication styles Marc shares how tools like DISC, Myers-Briggs, Enneagram, and leadership style assessments can improve communication and team effectiveness when used correctly. 30:58 — Avoiding the trap of putting people in boxes Why personality frameworks should be used to understand people rather than limit them. 34:46— Building cultures where people can make mistakes Marc shares stories and practical approaches for creating psychological safety, accountability, and learning-oriented organizations. 38:54 — Scaling Concord Leadership Group Lessons learned while growing from a solo consulting practice into a global coaching and leadership development organization. 42:17 — Leadership lessons from AI and communication How working with AI tools can actually make leaders better communicators by forcing greater clarity and specificity. 43:51— The future of leadership development and AI Marc discusses how AI may democratize coaching and leadership training while emphasizing the continued importance of human judgment and values. 47:26— Connecting with Marc and leadership resources Where listeners can connect with Marc, learn more about Concord Leadership Group, and access his leadership style assessment tool. 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