Category Archives: Permission To Succeed

SALT Conference: Maintain Your Ability to Be Nimble and Reinvent — With George Schultze, CEO of Schultze Asset Management

Permission To Succeed

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When a crisis hits, give yourself permission to succeed and turn a time of distress into an opportunity.

In this live recording from the SALT Conference in Las Vegas, Doug Heikkinen is joined by the CEO of Schultze Asset Management, George Schultze. George talks about the tremendous investment opportunity that was borne out of the Great Financial Crisis and explains his firm’s specialty as an event-driven and distressed securities manager.

In this episode, you’ll learn:

  • The bankruptcy situations of PG&E, Sears, and Caesars
  • Why George chose to focus on distressed securities
  • Challenges George faced while starting his company 21 years ago
  • How people go about seeking distressed securities
  • Moments in George’s journey where he gave himself permission to succeed
  • What success means to him

Tune in now to be inspired by George’s journey and give yourself permission to succeed!

Resources: Shultze Asset Management | SALT Conference

Envestnet Advisor Summit®: Giving Yourself Permission to Go for It — With Tom Gatto, Director of Strategic Relationships at Artivest

Permission To Succeed

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In this live episode from the Envestnet Advisor Summit® in Texas, Tom Gatto discusses his resilient career journey with host Doug Heikkinen. Tom is the director of strategic relationships at Artivest, a technology platform that provides insight and access to exceptional alternative investing.

In this episode, you’ll learn:

  • How Tom’s experience at Merrill Lynch and Prudential influenced his career journey
  • What Artivest is about and how they serve their clients
  • Why advisors should have alternatives in their portfolio
  • Some obstacles Tom has faced during his career and how he gave himself permission to succeed every time
  • What success means to Tom and what advice he would give to struggling entrepreneurs

Tune in now to learn about Tom Gatto’s resilient career path and how he got to where he is today.

Resources: Artivest | Envestnet Advisor Summit®

Envestnet Advisor Summit®: Leaving Safety to Go on a Steeper Curve — With Rob Nestor, President of Direxion

Permission To Succeed

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Coming to you live from the Envestnet Advisor Summit®, Rob Nestor speaks to host Doug Heikkinen about how he pushed through feelings of trepidation to venture into the unknown.

Rob Nestor is the president of Direxion where he is responsible for leading all firm business including product, operations, and distribution strategy. Leading up to this role, he held positions at Vanguard, BlackRock, and iShares.

In this episode, you’ll learn:

  • How Rob transitioned from his role at Vanguard to iShares
  • What piqued Rob’s interest in Direxion and influenced his desire to work there
  • Rob’s top “permission to succeed” moments in his career journey
  • How working virtually for BlackRock impacted Rob and his family
  • What success means for Rob and why he’s excited about Direxion’s future

Tune in now to meet Rob Nestor and be encouraged to follow your passion!

Resources: Direxion | Envestnet Advisor Summit®

 

MarketCounsel Summit: Creating a Failure Budget with Steve Lockshin

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If you’re looking for permission to take that next step, this is it.

Meet Steve Lockshin, founder of AdvicePeriod. Steve is a believer in getting out there and risking failure. In this episode, he talks to hosts, Doug and Matt, about his mission to reinvent wealth management, the value of finding truth-tellers, and why he encourages you to create a failure budget.

It’s time to go for it! Tune in and give yourself permission to succeed!

Resources: Steve Lockshin’s LinkedIn | AdvicePeriod | MarketCounsel Summit

MarketCounsel Summit: Tap into Your Community with Gurinder Ahluwalia

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Do you feel nervous walking into a room full of people? Don’t worry, you can still tap into the power of that community.

Take it from our next guest, Gurinder Ahluwalia, co-founder and CEO of 280 CapMarkets.

Gurinder is a role model for young entrepreneurs who question their own social skills and ability to network. In this episode, Gurinder talks about pushing through insecurities, his mantra for getting through tough times, and who on this earth gave him permission to succeed.

Be encouraged by Gurinder’s words. Tune in and give yourself permission to succeed!

Resources: Gurinder Ahluwalia’s LinkedIn | 280 CapMarkets | MarketCounsel Summit

MarketCounsel Summit: Innovate, Disrupt, and Win with Eric Clarke

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Be willing to constantly disrupt your own business model.

Those words of advice come from our next guest, who is no stranger to keeping pace with daily technological changes. Eric Clarke is the founder and CEO of Orion Advisor Services.

Today Eric talks to Matt and Doug about the importance of self-disruption, the value of innovation, and how two parents and 500 kids sparked his entrepreneurial spirit.  

Take Eric’s words and run with them. Tune in and give yourself permission to succeed!

Resources: Eric Clarke’s LinkedIn  |Orion Advisor Services| MarketCounsel Summit

MarketCounsel Summit: Committing to the CEO Path with Amit Dogra

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The term “CEO” is used so often, that people may overlook the amount of bootstrapping and inner confidence it takes to land that title and then live up to the name.

Today’s guest from the MarketCounsel  Summit series is here to share his reflective view on what it means to succeed as a CEO.

Joining Doug and Matt is Amit Dogra, CEO of Third Seven Advisors. In this episode, Amit discusses his climb to this leadership role, the defining characteristics of CEOs, his stance on team unity, and his childhood brushes with the entrepreneurial world.

Amit’s path is a glowing example of giving oneself permission to succeed. Listen to this episode to learn and inspire your walk as a CEO.

Resources: Third Seven Advisors | MarketCounsel Summit

It’s Not About Perfection, It’s About Progression – With David Canter

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How do you rise above when you’re in a wicked competitive environment? It starts with having a roundtable mentality.

Meet today’s guest, David Canter, the executive VP and head of the registered investment advisors (RIA) segment for Fidelity Clearing & Custody Solutions. David is also a talented guitarist who has a particular love for playing Grateful Dead’s music, which you’ll hear during the podcast!

In today’s episode, we meet with David live at the MarketCounsel Summit.  David shares his perspective on embracing roundtables over hierarchies, what Grateful Dead can teach us about perfection, and who on this earth gave him permission to succeed.

Take David’s words and run with them. Tune in and give yourself permission to succeed!

Resources: David Canter’s LinkedIn

“Turning Walls into Curtains” with Brian Hamburger

MarketCounsel Summit, Permission To Succeed

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Brian Hamburger is the President & CEO of MarketCounsel. MarketCounsel is the leading business and regulatory consultancy to the country’s preeminent independent investment advisers at all stages throughout their lifecycle. Brian is also the Managing Partner of Hamburger Law, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates.  Brian’s path and the team he’s built are a great example of giving yourself permission to succeed. Listen to this episode to learn and inspire you in your path.