Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

What defines you when the roles you’ve played are stripped away? Join guest host Matt Halloran and co-host Jerome Myers on a compelling exploration into the power of self-knowledge during life’s transitional phases. This episode unveils a groundbreaking personality assessment tool for those moving beyond their business careers. Listeners will gain unique insights as Jerome and Matt compare this new tool to conventional assessments like Myers-Briggs, emphasizing its tailored approach for individuals facing major life changes. The discussion also touches on the importance of understanding your enduring traits and how they can anchor your post-exit identity. 

Tune in to uncover strategies for self-actualization and legacy building, ensuring you’re not just surviving your next phase but thriving with purpose and clarity. Don’t miss this opportunity to redefine your self-perception and embrace your future with confidence and insight.

[00:00 – 07:22] Introduction to Self-Reflection and Personality Assessments

• Importance of self-reflection in personal and professional growth
• Introduction to a new personality assessment tool designed for individuals post-business exit
• Comparison of this tool with traditional assessments like Myers-Briggs

[07:23 – 15:35] Developing and Utilizing the Personality Tool

• Insights into the development process of the personality tool
• Explanation of the six archetypes within the tool: Neo, Morpheus, Trinity, Oracle, Architect, and Agent Smith
• Real-life applications of the tool in understanding post-exit challenges

[15:36 – 24:22] Archetypes and Their Impact on Post-Exit Life

• Deep dive into the six archetypes and their relevance to users
• How these archetypes help predict and align with post-exit realities
• Stories and examples illustrate the practical use of these archetypes in real-world scenarios.

[24:23 – 32:01] Feedback and Adjustments to the Tool

• Feedback from initial users and subsequent adjustments to the tool
• Discussion on the absence of negative traits in the assessment will focus on strengths
• The tool’s role is to aid users in navigating their new identities and futures

[32:02 – 37:07] Closing Thoughts and Call to Action

• Encouragement to embrace the assessment for personal clarity and preparation for the future
• It is important to understand one’s deeper self through the evaluation
• Final thoughts on the potential impact of the tool on listeners’ lives and futures

Key Quotes: 

“The most successful people in the world, not just in business but in life, spend a substantial amount of that life in self-reflection, understanding who they are and what makes them tick.” – Matt Halloran

“Even though you are exiting your business, the anchors of your personality aren’t going to go away.” – Jerome Myers

Connect with Matt!

Email: matt@proudmouth.com

Website: https://proudmouth.com/

LinkedIn: https://www.linkedin.com/in/matthalloranpm/ 

X/Twitter:  https://x.com/MattHalloran_

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“Can you design a game in life where you always win?” Discover the answer as Garrett Gunderson shares his unique perspective on taking charge of your destiny, highlighting the crucial balance between financial success and personal fulfillment. This engaging session, hosted by Jerome Myers, dives into Garrett’s journey from a teenage entrepreneur to a seasoned advisor, focusing on the lessons learned from personal tragedies and triumphs. Expect a captivating conversation between Jerome and Garrett as they explore what it means to own your decisions and craft a life that resonates deeply with your values. Garrett challenges conventional wisdom on wealth, success, and the art of living well, offering practical advice that promises to shift your thinking about money and purpose.

Take advantage of this compelling narrative that will inspire and provoke thought. Tune in to hear Jerome Myers and Garrett Gunderson’s powerful insights and strategies for a fulfilling life on your terms.

[01:25 – 16:08] – Garrett’s Early Ventures

• Discusses his first business ventures and the entrepreneurial spirit from a young age
• Reflects on his initial foray into the financial world and the learning curve involved
• Describes the transition from traditional financial services to a more personalized consulting approach

[16:09 – 31:43] – Tragedy and Transition

• Details the impact of the loss of his business partners in a plane crash
• Explains the emotional and business transformations that followed the tragedy
• Emphasizes the importance of resilience and reevaluation of life and career goals post-tragedy

[31:44 – 49:00] – Building and Selling the Business

• Discusses the growth of his business and the strategic decisions leading to its sale
• Shares insights into the emotional journey of selling his business and exploring new interests
• Highlights the importance of aligning business activities with personal values and passions

[49:01 – 57:04] – Reflections on Money and Life Post-Exit

• Reflects on the changes in his personal life and relationships after financial success
• Discusses the realization of what truly constitutes wealth beyond money
• Offers advice on maintaining authenticity and personal satisfaction after achieving financial goals

[57:05 – 58:22] – Closing Thoughts

• Provides final thoughts on designing a fulfilling life and business
• Encourages listeners to pursue dreams with intention and purpose
• Jerome concludes the episode with reflections on the importance of authenticity in achieving personal and professional success

Key Quotes: 

“It’s helpful to view things as they’re happening for you, not to you.”  – Garrett Gunderson

“The answer is within; even if you need other people to help you find it, the answer is within.” – Jerome Myers

Connect with Garrett!

Website: https://garrettgunderson.com/

LinkedIn: https://www.linkedin.com/in/garrett-gunderson-651359b3/

X/Twitter: https://x.com/GBGunderson

Instagram: https://www.instagram.com/garrettbgunderson

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Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Every challenge in our health is an invitation to understand our bodies more deeply. Explore the transformative power of functional medicine with experts Jessica Preston and Jerome Myers as they reveal its profound impact on fertility. This episode highlights the crucial role that lifestyle factors play in both male and female reproductive health, emphasizing the importance of a holistic approach to treatment. Listeners will discover the seamless integration of holistic health practices with conventional medical treatments, enriched with success stories that demonstrate the effectiveness of these methods. Jessica and Jerome provide practical advice on enhancing reproductive health through dietary adjustments, stress reduction, and other lifestyle modifications. 

Engage with real-life questions from an interactive Q&A session that further clarifies and supports those navigating the complex landscape of fertility issues. Prepare to be inspired and informed, and don’t miss out on learning how functional medicine can revolutionize your approach to health and fertility. Tune in to unlock the secrets to optimizing your well-being with the latest insights from the forefront of functional medicine.

[00:00 – 06:30] Foundations of Functional Medicine 

• Defining functional medicine and its core principles
• Comparing functional and conventional approaches to health
• Introduction to functional medicine’s role in enhancing fertility

[06:31 – 19:59] Addressing Male Fertility Holistically 

• Critical factors affecting male fertility, including environmental and physiological influences
• Lifestyle modifications to enhance sperm health and overall reproductive function
• Overview of integrative strategies that combine diet, exercise, and stress management

[20:00 – 30:19] Women’s Fertility and Hormonal Health 

• Challenges in treating conditions like PCOS and hormonal imbalances
• The role of functional medicine in diagnosing and managing female reproductive issues.
• Success stories demonstrating the effectiveness of holistic approaches

[32:20 – 40:13] Holistic Lifestyle Changes for Better Fertility 

• Exploring the connection between lifestyle factors and fertility
• Detailed discussion on diet, stress management, and sleep
• Tips for implementing effective holistic health strategies

[40:14 – 51:16] Interactive Q&A: Solving Your Fertility Queries 

• Jessica answers listener questions about fertility and functional medicine
• Practical advice on common concerns and misconceptions
• Guidance on integrating functional medicine practices into daily routines

[51:17 – 59:59] Summing Up: Key Insights and Resources

• Recap of the main topics discussed in the episode
• Recommendations for further reading and resources on functional medicine
• Information on personal consultations with Jessica Preston

Key Quotes:

“When starting a business, don’t have someone else make your business plan because it’s yours. You need to be completely 100 percent in the know about everything.” – Jessica Preston

“Understanding the ‘why’ behind your health challenges is more empowering than just addressing the symptoms.” – Jessica Preston

Connect with Jessica!

Email: hello@denovofertility.com

Website: https://denovofertility.com/

LinkedIn: https://www.linkedin.com/company/denovofertility/

LinkedIn: https://www.linkedin.com/in/jessica-preston-790b1237/

Facebook: https://m.facebook.com/denovofertilitycommunity

Instagram: https://denovofertility.com/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Are you looking for ways to turn your network into a dynamic engine of success? Do you want to achieve professional and personal greatness by leveraging the power of strategic connections and masterminds? Then, you must listen to the compelling dialogue between host Jerome Myers and mastermind strategist Brad Hart. 

In this episode, Brad shares his journey from leaving his conventional business path to becoming a mastermind strategist. He provides expert strategies for leveraging your network and turning it into a powerful catalyst for sustained success. As an entrepreneur or innovator, you will learn to operationalize your dreams and amplify your influence. Community and collaboration are the keys to multiplying your impact, and Brad shows you how to combine them to achieve exceptional achievements artfully. You will discover the transformative power of masterminds in catalyzing growth and creating transformative opportunities. This episode is a must-list for anyone who wants to achieve exceptional success.

So, tune in to absorb Brad’s invaluable insights and join us on this journey towards greatness. Let’s craft our networks into powerful engines of success and build a legacy that will inspire future generations. Join us now and empower your journey towards exceptional achievements!

[00:00 – 09:55] The Value of Networks

• Brad Hart discusses the intrinsic value of networks over individual prowess
• The significance of leveraging connections to solve problems and enhance value
• Insights on how Brad transitioned from traditional business roles to focusing on strategic networking and masterminds

[09:56 – 20:41] The Mechanics of Masterminds 

• Overview of setting up and running successful masterminds
• Common pitfalls in mastermind groups and how to avoid them
• The essential components of effective masterminds are content, community, and clarity

[20:42 – 31:27] Business Impacts of Masterminds 

• Real-life examples of business successes facilitated by masterminds
• Discussion on the ROI of investing time and resources in mastermind groups
• Brad’s anecdotes on the transformative power of well-structured masterminds

[31:28 – 41:05] Philosophy and Long-Term Vision 

• Brad shares his philosophy on wealth and influence and uses masterminds to foster both
• Long-term impacts of building a robust network through strategic interactions
• Vision for future projects influenced by experiences and connections from masterminds

[41:06 – 49:01] Expanding Influence and Creating Opportunities 

• How masterminds can serve as platforms for expanding personal and professional influence
• The importance of being in the fitting room with the right people
• Strategies for creating and leveraging opportunities through mastermind networks

Key Quotes: 

“The world is just the sum total of all the things that people have envisioned so far.” – Brad Hart

“Masterminds allow you to work with lots of people and create abundance in a very short amount of time.” – Brad Hart

Connect with Brad!

Website: https://makemoremarbles.com/

Website (Book):  https://8minutemastermind.com

LinkedIn: https://linkedin.com/in/makemoremarbles/

Facebook: https://www.facebook.com/bradhart/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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What defines a successful career trajectory in the fast-paced world of wealth management and private equity? Get ready for an eye-opening episode of the Dreamcatchers podcast; John offers an intimate account of his journey, revealing how critical decisions and pivotal moments have shaped his professional life. Host Jerome guides listeners through a discussion filled with stories of strategic shifts, career-defining moves, and the surprising role of fortune and timing.

By listening, you’ll gain exclusive insights into how leadership, governance, and personal growth interact in the upper echelons of finance. John’s narrative is a profound expedition into the challenges and triumphs that accompany managing substantial assets and navigating intricate transitions, offering practical lessons for your career. 

Tune in to this thought-provoking episode for a closer look at the elements that forge a path through business and personal evolution complexities. Join us on the Dreamcatchers podcast to explore these themes and discover the keys to turning professional challenges into opportunities for growth. Don’t miss this engaging and inspiring journey!

[00:00 – 06:14] Introduction and Background 

• Jerome introduces John, discussing the unexpected snowstorm in Minnesota
• John explained how he learned about the podcast and his initial impressions
• The discussion pivots to John’s early career steps and his transition into wealth management



[06:15 – 25:30] Private Equity Experiences and Career Transitions 

• John narrates his journey through different private equity firms and the transitions within the wealth management sector
• Experiences of growth from $2 billion to $53 billion in assets under management
• The significance of private equity in facilitating company growth and maintaining a conducive culture

[25:31 – 39:56] Marketing and Growth Strategies 

• John discusses his strategic marketing roles and the impact on business expansion
• Insights into leveraging marketing for significant asset growth
• Jerome and John discuss the importance of adaptability and innovation in marketing within wealth management

[39:57 – 48:07] Entrepreneurial Insights and Business Philosophy 

• John shares his philosophy on small versus large companies and finding the right fit
• The conversation explores the entrepreneurial mindset and its impact on business success
• Reflections on personal growth through various business phases and the importance of aligning personal goals with business strategy

 [48:08 – 54:36] Boards, Governance, and Future Outlooks

• Discussion on the role and importance of board governance in business strategy
• John talks about his current roles on various boards and how this helps shape companies
• Looking forward, John shares his views on life and work post-executive roles, emphasizing balance and personal satisfaction

Key Quotes: 

“It’s about your ability to influence and make an impact without being beholden to other people’s decisions or choices when you have a clear goal or objective that you’re chasing or pursuing.” – Jerome Myers

“There’s a profound peace in finding your sweet spot in the professional world, aligning what you do with who you are.” – John Wernz

Connect with John!

X/Twitter: https://twitter.com/johnwernz

LinkedIn: https://www.linkedin.com/in/johnwernz/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Exits mark not the culmination of a journey but the dawn of new opportunities. Join us as host Jerome Myers explores the transformative experiences of serial entrepreneur Håvard, whose tales of failure, resilience, and success redefine the essence of entrepreneurship. This episode offers listeners an intimate look at the highs and lows of business ventures, from early setbacks to triumphant exits, and the invaluable lessons learned along the way. Discover how Håvard’s unique approach to problem-solving and passion for innovation continues to shape his career. With stories of significant business exits and insights into strategic decisions that shaped these outcomes, this podcast provides a comprehensive view of what it takes to turn adversities into advantages. 

Tune in to uncover the secrets of enduring success and why every exit can be a gateway to new beginnings—promising profound insights for anyone interested in the truths of business and personal growth.

[00:00 – 06:14] Introduction and Philosophy of Choosing Problems 

• Håvard introduces his philosophy on selecting worthy problems to solve
• Discussion about commitment and passion in entrepreneurship
• Overview of the podcast theme and Håvard’s unique perspective

[06:15 – 15:01] Early Entrepreneurial Ventures and Failures 

• Tales from Håvard’s early businesses, including his first startup’s struggles and learnings
• The journey through various ventures highlights the lessons from failures and setbacks
• Insights into resilience and the entrepreneurial mindset during tough times

[15:02 – 25:12] Significant Exits and Market Dynamics 

• Stories behind Håvard’s major exits, focusing on the strategic decisions made
• Effects of market changes on business operations and decisions
• Reflections on navigating through challenging economic climates

[25:13 – 34:00] Insights on Success and Entrepreneurial Philosophy 

• Håvard’s definitions of success beyond financial gains
• Emphasis on solving problems that align with personal values
• The role of self-awareness and personal growth in shaping business strategies

[34:01 – 45:54] Future Outlook and Ongoing Projects 

• Introduction to Håvard’s new and innovative ventures in technology
• Discussion on the challenges and strategies of funding and managing deep tech startups
• Håvard’s approach to leadership and assembling teams for future projects

Key Quotes: 

“I see people who have done little that are very critical of those who have.” – Jerome Myers

“Failure is only a failure if you fail to learn from these experiences.” –  Håvard Lillebo

Connect with Håvard!

LinkedIn: https://www.linkedin.com/in/havardlillebo/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Unlock the essence of purpose and redefine your life and career trajectory with Jerome Myers and Dr. Gary Sanchez as they navigate the profound impact of understanding your ‘why.’ Their dialogue, rooted in Dr. Sanchez’s transformative experience from a life-threatening moment to a deep dive into self-awareness, offers not just stories of change but a tangible guide towards aligning your deepest desires with your daily actions. 

Anticipate a blend of personal anecdotes, expert insights, and strategies that promise to illuminate the path to your authentic self. This release is more than a podcast; it’s a beacon for anyone ready to challenge the status quo of their lives with purposeful intention. Step into a space of clarity and conviction as we unravel the power of knowing the ‘why.’ Let this be the catalyst for crafting a legacy filled with passion and fulfillment.

[00:00 – 14:26] Opening and Introduction to ‘Finding Your Why’

• Introduction to the concept of “why” as a life-changing journey
• Gary’s personal story of a near-death experience leading to a pivotal moment of self-discovery
• The role of the Dream Catchers podcast in inspiring listeners to pursue their true passions

[14:27 – 29:10] From Dentistry to Purpose-Driven Work

• Realization of misalignment between professional achievements and personal fulfillment
• Foundation of the Why Institute as a beacon for those seeking purpose
• Navigating the transition from an established career to an uncertain entrepreneurship

[29:11 – 39:05] The Importance of Your ‘Why

• Unpacking the science behind the “why” and its foundational impact
• Transformation through alignment with one’s core motivations and values
• Practical steps for listeners to start uncovering their own “why

[39:06 – 49:51] Real-Life Applications of the ‘Why’

• Inspirational stories of individuals and organizations transformed by their “why
• The journey’s common challenges and the resilience needed to overcome them
• Broader implications of living by one’s “why” for personal growth and societal impact

[49:52 – 56:16] Crafting a Legacy Through Understanding Your ‘Why’

• Insights on the intersection of purpose, passion, and legacy
• Motivational encouragement for listeners to embark on their discovery journey
• The transformative potential of living a life aligned with one’s “why” for creating enduring impact.



Key Quotes: 

“If your life’s choices align with your ‘why,’ ‘how,’ and ‘what,’ you’ll love it. It will be your passion, energizing you every day.” – Gary Sanchez

“The greatest legacy we can leave is one that’s built on the foundation of our true ‘why.’”  – Gary Sanchez

Connect with Gary!

Website: https://whyinstitute.com/speaking/

LinkedIn: https://www.linkedin.com/in/gary-sanchez/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

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Is it possible for a business to embody your legacy? On Dreamcatchers, Jerome Myers engages with Colleen Bowler, revealing the journey behind her financial firm’s enduring impact. Over 29 years, Colleen transformed her initial venture into a legacy, culminating in a strategic exit. This episode unpacks the shift from solo effort to collective achievement, the nuances of leadership, and the journey toward new beginnings after fulfilling lifelong ambitions.

Hear firsthand about building a cohesive team, planning for succession, and embracing new challenges post-exit. Colleen’s narrative is a guide for intertwining personal evolution with professional success, highlighting the power of adaptability and deep listening. Join us on Dreamcatchers to explore how to craft a business that transcends traditional success, proving that visionary goals can become a reality and serve as a beacon for others.

[00:00 – 08:16] The Genesis of a Financial Visionary

• Introduction to the Dreamcatchers podcast and Colleen Bowler
• Jerome Myers introduces Colleen Bowler and sets the stage for a deep dive into her entrepreneurial journey
• Initial insights into Colleen’s motivations for starting her business and the challenges she faced

[08:17 – 17:29] Cultivating a Team-First Culture for Success

• The transition from “I” to “we” in building a business
• Colleen discusses the importance of building a team and delegating responsibilities to focus on what she does best
• Insights on overcoming the ego and the shift towards a collaborative work environment.

[17:30 – 25:42] Strategic Steps Towards a Successful Exit

• Planning and executing the exit from Colleen’s financial services firm
• The concept of succession planning and its critical role in Colleen’s exit strategy
• Discuss how the owner will finance the sale and ensure a win-win for all parties involved.

[25:43 – 34:55]  Embracing New Challenges Post-Exit

• Transitioning to life after the sale of the business
• Colleen shares her journey of starting a new venture to transform the financial advising industry
• Reflections on the emotional aspects of leaving the business and finding new purposes

[34:56 – 42:17] The Continuous Journey of Personal and Professional Growth

• Insights on growth, learning, and the importance of self-reflection
• Strategies for maintaining a balance between personal life and professional aspirations
• Emphasizing the importance of listening to oneself and others to nurture growth

[42:18 – 45:28]  Envisioning the Future: Impact, Legacy, and Beyond

• Colleen’s perspective on the future and the impact she aims to create
• Discussion on the significance of building a business with a legacy in mind
• Colleen and Jerome explore the continuous impact and the importance of pursuing projects that align with personal values and contribute to the greater good

Key Quotes: 

“If the leader isn’t sharing the vision, people tend to want to leave because they don’t know where you’re going. So, the clearer your vision, the stickier people are in your organization” –  Colleen Bowler

“If you’re doing the stuff that you want other people to do, then you can’t be doing the thing that you’re really good at.” – Jerome Myers

Connect with Colleen!

Website:  https://www.strategiccoach.com/our-team/#/people/colleen-bowler/

LinkedIn: https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Unlock your potential with David Homan’s transformative journey through the art of Orchestrated Connecting. This episode of Dreamcatchers reveals the essence of authentic relationships, the power of diversity in sparking innovation, and how to become an active champion for change. David and host Jerome Myers discuss the importance of creating purposeful communities, the ethics of meaningful networking, and the impact of giving in a deeply resonated way. 

Be prepared to be inspired, challenged, and equipped with strategies for cultivating a more prosperous, impactful network. Listen now to redefine success and elevate your journey with the art of genuine connections.

[00:00 – 11:37] Introduction to Authentic Connections

• Opening thoughts and introduction of David Homan, focusing on the essence of Orchestrated Connecting
• David shares his perspective on authenticity and its importance in forming meaningful relationships

[11:38 – 23:14] The Role of Music and Creativity in Connectivity

• Discussion on how David’s background as a classical composer influences his approach to building connections
• Insights into the similarities between musical expression and crafting authentic human connections

[23:15 – 34:51] Navigating Post-Exit Life and the Value of Community

• Exploration of the challenges and opportunities founders face after exiting their ventures.
• The critical role of a supportive community in finding new purpose and maintaining authentic connections

[34:52 – 46:28] Championing Diversity and Inclusion

• David emphasizes the importance of diversity and inclusion in creating a vibrant, innovative community
• Examples of how Orchestrated Connecting champions these values and the impact it has on networking

[46:27 – 58:22] Looking Forward: The Future of Orchestrated Connecting

• David shares his vision for the future of Orchestrated Connecting, with a focus on global expansion and inclusivity
• Closing thoughts on the power of connections and an invitation for listeners to engage with Orchestrated Connecting

Key Quotes: 

“The caliber of a human being is determined by their authenticity and ethics.”  –  David Homan

“You have to be a champion of change and take action; otherwise, we won’t overcome the systemic challenges we face.” –  David Homan

Connect with David!

Email: David@orchestratedconnecting.com

Website: https://orchestratedconnecting.com/

LinkedIn: https://www.linkedin.com/in/davidrhoman/

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Unlocking the secret to life-changing exits, Marty Fahncke shares his expertise in navigating business sales with strategic finesse. This episode of Dreamcatchers dives into how even the smallest exits can significantly impact your life, revealing the crucial role of advisory in maximizing outcomes. With personal tales and professional insights, Marty illustrates the path to wealth beyond conventional means and the importance of legacy.

Get ready for a journey that transforms your view on business exits, offering actionable strategies and the wisdom to leverage every opportunity. Whether you’re planning an exit or looking to grow your portfolio, this conversation is a must-listen. Tune in and discover how to turn your next business move into a milestone of success and fulfillment.

[00:00 –  7:04] Life-Changing Exits Defined

• Exits don’t need to be multi-million dollar to be impactful
• Small deals can significantly change lives, emphasizing the value of every exit opportunity

[07:05 – 21:14] Discovering the Value of Advisory

• Marty’s first exit experience without advisory showed the potential financial upside left unexplored
• Learning the importance of asking the right questions and seeking professional advice early in the process

[21:15 – 34:01] Transition to Advisory and Strategic Investments

• After experiencing the limitations of working without advisors, Marty emphasizes the benefits of strategic planning and equity deals
• The foundation of his advisory firm was based on providing strategic solutions to businesses facing economic challenges

[34:00 – 47:03] Importance of Legacy and Identity Beyond Business

• Marty reflects on the importance of a good name and its impact on future generations
• Personal fulfillment and legacy building are critical aspects of life beyond business

[47:02 – 57:45] Consulting for Equity as a Growth Strategy

• The effectiveness of consulting for equity in expanding business opportunities
• Marty’s approach to selecting businesses for investment and the advantages of being an advisory partner

Key Quotes: 

“It doesn’t always take millions of dollars to change somebody’s life.” – Marty Fahncke

“You can make good money as an employee, but you’re probably never going to make life-changing money as an employee.”  – Marty Fahncke

Connect with Marty!

Website: https://www.westboundroad.com/

LinkedIn: https://www.linkedin.com/in/martyfahncke

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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