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(Anything But) Banker to Broker
Joe Shephard | FinTalent
10 episodes
1 day ago
Celebrating the weird, wonderful, and unconventional pathways that launched some of the industry’s brightest and best.
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Entrepreneurship
Business
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All content for (Anything But) Banker to Broker is the property of Joe Shephard | FinTalent and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Celebrating the weird, wonderful, and unconventional pathways that launched some of the industry’s brightest and best.
Show more...
Entrepreneurship
Business
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#07: Dan Bercolli: From Filling Roles to Settlin' Loans
(Anything But) Banker to Broker
58 minutes 18 seconds
2 weeks ago
#07: Dan Bercolli: From Filling Roles to Settlin' Loans

Dan’s story isn’t linear — it’s layered.


He grew up in his parents’ coffee shop, learning early that business starts with people, not profit.


That lesson carried him through a career in law, a stint in recruitment, and eventually into broking — where all three collide.


We get into the beauty and ills of recruitment: the high of helping someone find their fit, and the grind of dealing with people who don’t know what they want.


Dan talks candidly about walking away from a “safe” legal path, backing his instincts, and finding that the best deals — and careers — are built on human connection, not hard sell.


A conversation about risk, reinvention, and why people who’ve worked behind a coffee counter often understand clients better than anyone in a suit.

(Anything But) Banker to Broker
Celebrating the weird, wonderful, and unconventional pathways that launched some of the industry’s brightest and best.