Tag Archives: Matt Halloran

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