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Beyond the Velvet Rope
Neal Oates, Jr.
81 episodes
5 days ago
Welcome Beyond the Velvet Rope. Join luxury expert, best-selling author, and executive coach Neal Oates, Jr., on a journey into affluence and luxury. Discover how service-based businesses and entrepreneurs increase revenue quickly and efficiently by offering world-renowned services to affluent clientele & influential decision-makers. We help ambitious professionals and minority entrepreneurs dominate premium markets and attract elite clients, using proven systems that transform authority into affluence. Enjoy. Subscribe. Comment. SHARE!
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Business
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All content for Beyond the Velvet Rope is the property of Neal Oates, Jr. 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.
Welcome Beyond the Velvet Rope. Join luxury expert, best-selling author, and executive coach Neal Oates, Jr., on a journey into affluence and luxury. Discover how service-based businesses and entrepreneurs increase revenue quickly and efficiently by offering world-renowned services to affluent clientele & influential decision-makers. We help ambitious professionals and minority entrepreneurs dominate premium markets and attract elite clients, using proven systems that transform authority into affluence. Enjoy. Subscribe. Comment. SHARE!
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Business
Episodes (20/81)
Beyond the Velvet Rope
The Power of Quiet Confidence in Women

In this conversation, AJ Bishop Andrews, founder of FEROZ, discusses her journey in redefining wealth and power for women. She emphasizes the importance of quiet confidence, the impact of limiting beliefs on financial success, and the difference between performing success and truly living it. AJ shares insights on building self-trust, the power of emotions, and the significance of vulnerability.

She introduces her upcoming book, 'Rich Like Her,' which explores women's experiences with wealth and fulfillment. The discussion also touches on the importance of community, the energy of money, and the necessity of letting go of control to find peace and purpose in life.


Takeaways

  • Wealth is not just about money; it's about life.
  • Quiet confidence is a powerful form of leadership.
  • Limiting beliefs around money can hinder success.
  • Success should be defined by personal fulfillment, not societal standards.
  • Emotions can be a superpower when expressed healthily.
  • Building a supportive community is essential for growth.
  • Money is an energy that can flow and be regenerated.
  • Rest is crucial for personal growth and reflection.
  • Honesty in self-reflection leads to deeper understanding.
  • Legacy is about the impact we leave on others.


Chapters

03:17 Understanding Feroz: The Concept of Quiet Power

06:16 Unlearning Limiting Beliefs About Wealth and Power

10:59 The Difference Between Performing Success and Living Success

15:47 Indicators of True Success and Fulfillment

19:16 The Power of Self-Talk and Emotional Awareness

24:16 Embracing Emotions as a Superpower

28:59 The Journey of Writing 'Rich Like Her'

34:51 Navigating Life's Crossroads: Key Questions for Reflection

42:40 The Importance of Community and Connection

45:47 Exploring the Meaning of Wealth

47:34 Empowering Women in Finance

49:58 Letting Go of Control

52:45 The Value of Time and Mortality Motivation

58:34 Rapid Fire Fun and Personal Insights

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5 days ago
1 hour 9 minutes 48 seconds

Beyond the Velvet Rope
Navigating the South Florida Real Estate Market w/ Marc Williams

In this engaging conversation, Neal Oates, Jr. speaks with Marc R. Williams, a seasoned mortgage loan officer and realtor, about the intricacies of homeownership, the importance of counseling, and the challenges faced by first-time buyers in the South Florida market.Marc emphasizes the need for trust and transparency between clients and professionals, the significance of understanding affordability, and the value of teamwork in real estate transactions. He also shares personal anecdotes about his journey in the industry, the importance of mentorship, and how golf serves as a therapeutic outlet for him. The discussion wraps up with rapid-fire questions that reveal Marc's personal insights and advice for aspiring homeowners and real estate professionals.Takeaways

  • Marc R. Williams has a rich background in both counseling and lending.
  • Counseling is crucial for first-time homebuyers to develop a strategy for homeownership.
  • There is an underserved market in homeownership that needs better information.
  • Fear of rejection prevents many potential buyers from seeking help.
  • Building trust with professionals is essential for a smooth homebuying process.
  • Research and vet professionals before choosing a loan officer or realtor.
  • Affordability is a significant concern in the South Florida market.
  • First-time buyers may need to make compromises to enter the market.
  • Real estate professionals should stay in their lane and collaborate with trusted partners.
  • Disconnecting from social media can foster creativity and personal growth.


Connect with Marc

https://marchomeloans.com/

Cell: (786) 625-3555https://www.facebook.com/MiamiMogulhttps://www.instagram.com/mortgage_money_marc/

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1 week ago
46 minutes 30 seconds

Beyond the Velvet Rope
Abundance Through Thought

John Knowlton shares insights on the importance of thinking in achieving an abundant life. He discusses his journey from early financial education to building a wealth management business and emphasizes the role of faith in managing wealth. John introduces the concept of shared governance in family wealth, advocating for transparency and collaboration among family members.

He highlights the significance of instilling values in children from a young age and the necessity of open discussions about finances. The conversation also touches on leadership, personal responsibility, and the upcoming book 'Thinking for Success', which aims to help individuals improve their thinking for better outcomes.


Takeaways

  • All outcomes stem from our thinking.
  • Financial education should start early.
  • Wealth can serve God's purposes.
  • Shared governance promotes family unity.
  • Transparency in finances builds trust.
  • Values should be instilled early in children.
  • Conflict resolution is essential in family governance.
  • Regular family meetings foster communication.
  • Start financial conversations at the dinner table.
  • Personal responsibility is key to success.


Chapters

  • 07:25 Wealth, Family, and Generational Governance
  • 14:03 Shared Governance: A New Model for Family Wealth
  • 21:11 Transmitting Values Through Family Conversations
  • 25:26 The Inspiration Behind 'Thinking for Success'
  • 28:04 Taking Responsibility for Our Thoughts
  • 31:58 Overcoming External Obstacles in Leadership
  • 35:15 Practical Tools for Team Development
  • 38:08 Fun and Personal Insights with John Knowlton
  • 43:07 Living into Your Purpose
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2 weeks ago
46 minutes 21 seconds

Beyond the Velvet Rope
Unleashing Your Potential with Financial Chakras

In this engaging conversation, Ash Shukla shares his inspiring journey from arriving in the U.S. with just $20 to becoming a successful entrepreneur and holistic business consultant. He discusses the importance of creativity, trusting one's instincts, and understanding the energy of chakras in achieving personal and financial success.

Ash emphasizes the need for strategy over mere hustle and offers practical advice for overcoming stagnation and creating wealth. His insights into mindset, gratitude practices, and the power of belief resonate deeply, encouraging listeners to embrace their potential and pursue their dreams.


Takeaways

  • Ash Shukla arrived in the U.S. with only $20 and no English.
  • Being rambunctious as a child fostered creativity and entrepreneurial spirit.
  • The decision to move to the U.S. was a leap of faith for his family.
  • The feeling of freedom upon arriving in the U.S. was transformative.
  • Trusting your instincts is crucial when facing uncertainty.
  • Chakras are energy centers that influence our lives and decisions.
  • You can measure your emotional state in financial terms.
  • Hustle is important, but strategy and alignment are key to success.
  • Ash accumulated over $25,000 in his first year in the U.S.
  • Practicing gratitude can shift your mindset and attract positivity.

Chapters

01:35 Rambunctious Childhood and Its Impact

05:44 Leaving India: A Leap of Faith

12:42 The Feeling of Freedom in America

23:04 Understanding Chakras and Their Importance

28:16 Common Challenges for Entrepreneurs

35:22 Flipping the Script on Negative Experiences

37:09 The Power of Perception and Choice

40:04 Hustle vs. Strategy: Finding the Right Path

44:55 Creating Wealth: From Struggles to Success

48:11 First Steps to Overcoming Stagnation

58:34 The Importance of Belief and Support

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3 weeks ago
1 hour 5 minutes 26 seconds

Beyond the Velvet Rope
The Secrets to a Healthy, Rich, and Happy Life

In this engaging conversation, Dr. Jacopo Iasiello shares his journey from adversity to success, emphasizing the importance of service, health, and building meaningful relationships. He introduces the MPBE method, which focuses on meditation, prayer, and action as essential components for achieving a healthy, rich, and happy life.


Dr. Jacopo highlights the significance of support from loved ones and the necessity of taking action to realize one's dreams. He encourages listeners to clarify their purpose and surround themselves with positive influences to foster personal growth and success.


Takeaways

  • Dr. Jacopo's mission is to serve and add value to others.
  • Overcoming adversity is key to personal growth and success.
  • Support from loved ones can significantly impact one's journey.
  • The MPBE method emphasizes meditation, prayer, and action.
  • Health is the foundation for achieving wealth and happiness.
  • Building relationships with successful individuals opens doors to opportunities.
  • Success requires clarity of purpose and direction in life.
  • Action is essential; knowledge without action leads to stagnation.
  • Gratification is a process, not an instant result.
  • Surrounding oneself with positive influences is crucial for growth.


Chapters

  • 00:00 Introduction to Dr. Jacopo Iasiello
  • 01:55 The Desire to Serve and Its Origins
  • 05:32 Overcoming Challenges and Pivoting Life Goals
  • 10:25 The MPBE Method: A Path to Success
  • 18:28 The Importance of Health in Life
  • 21:46 Building a Network of Success
  • 26:12 Facing Doubts and Fears in Pursuit of Success
  • 27:22 The Impact of Different Backgrounds
  • 31:27 Lessons from Successful Individuals
  • 37:18 Taking the First Step Towards Change
  • 39:43 The Journey to Healthy, Rich, and Happy
  • 42:46 Rapid Fire Questions and Personal Insights
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1 month ago
48 minutes

Beyond the Velvet Rope
The Petite Practice: Small Steps to Big Success

In this engaging conversation, Dr. Christiane Schroeter shares her insights on achieving big goals through small steps, emphasizing the importance of her Petite Practice Framework. She discusses the significance of discovering one's superpower, overcoming mindset blocks, and the integration of well-being in business.


Dr. Schroeter highlights the role of community and coaching in personal and professional growth, while also providing practical advice for younger generations. The conversation concludes with rapid-fire questions that reveal her personality and values.


Takeaways

  • Dr. Christiane emphasizes the power of small steps in achieving big goals.
  • Listening to others' questions can reveal your superpower.
  • Winning often requires stepping out of your comfort zone.
  • You are your own brand; align your values with your actions.
  • Community and coaching are essential for personal growth.
  • Well-being is crucial for effective leadership and entrepreneurship.
  • Celebrate small victories to build momentum.
  • Courage is necessary for pursuing your dreams.
  • Mindset blocks can prevent individuals from sharing their goals.
  • The journey of change often requires support and accountability.


Chapters

  • 00:00 Introduction to Dr. Christiane Schroeter
  • 02:36 The Power of Small Steps
  • 05:38 Discovering Your Superpower
  • 12:18 Understanding the Petite Practice
  • 16:20 Mindset Blocks in Entrepreneurship
  • 19:45 Blending Mind and Body in Coaching
  • 22:55 Embracing Unconventional Teaching Methods
  • 25:00 The Intersection of Courage and Consistency
  • 26:55 The Power of Coaching
  • 30:04 You Are Your Own Brand
  • 31:22 The Importance of Wellbeing in Business
  • 33:10 Advice for the Younger Generation
  • 34:56 Courage and Community
  • 37:31 Fun and Rapid Fire Questions
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1 month ago
44 minutes 12 seconds

Beyond the Velvet Rope
Unlocking Wealth with M.C. Laubscher

MC Laubscher, founder of Producers Wealth and host of the Cash Flow Ninja podcast, shares his journey from South Africa to the United States, emphasizing the importance of curiosity, networking, and learning from successful individuals. He discusses the dangers of conventional financial advice for entrepreneurs and introduces the concept of becoming your own banker through infinite banking.

MC highlights the significance of building generational wealth and the misconceptions surrounding it, while also addressing future economic threats and the importance of strategic financial planning. The conversation concludes with rapid-fire questions that reveal MC's personal insights and philosophies.


Chapters

00:00 Introduction to MC Lobsher and His Journey

02:52 Curiosity and Learning from Success

05:35 The Immigrant Experience and Opportunity in the U.S.

08:12 Networking as a Skill for Success

11:18 The Impact of 'Rich Dad Poor Dad' on MC's Life

21:55 The Dangers of Conventional Financial Advice

28:50 Becoming Your Own Banker: The Infinite Banking Concept

36:38 The Stability of Mutual Life Insurance

37:31 Understanding Whole Life Insurance Policies

38:24 The Importance of Proper Management

40:18 Building a Financial Strategy

41:16 Finding the Right Financial Advisors

46:04 Generational Wealth: A Long-Term Perspective

49:50 Misconceptions About Wealth Building

52:39 Threats to Wealth in the Modern Economy

55:31 Investing Business Profits Wisely


Takeaways

  • Always ask questions and learn from others' experiences.
  • Curiosity can lead to valuable insights and opportunities.
  • The U.S. offers unique opportunities for upward mobility.
  • Networking is a skill that can open doors.
  • Conventional financial advice can be detrimental to entrepreneurs.
  • Becoming your own banker allows for greater control over finances.
  • Choose trustworthy financial advisors who practice what they preach.
  • Generational wealth requires a long-term perspective and planning.
  • Investing in family is essential for sustaining wealth.
  • Be aware of economic threats and cash flow leaks.


Connect with M.C.

https://producerswealth.com/

https://www.youtube.com/@cashflowninja

https://www.facebook.com/michiel.laubscher/

https://www.instagram.com/thecashflowninja/

https://www.linkedin.com/in/mclaubscher/

https://x.com/mclaubscher

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1 month ago
1 hour 6 minutes 3 seconds

Beyond the Velvet Rope
Empowering Black Women: The Journey of 'Tine Zekis

In this episode, 'Tine Zekis shares her journey from being a high school math teacher to a successful software engineer and career coach. She discusses the challenges she faced in the education system, the importance of support systems, and how she discovered her passion for coding.

'Tine emphasizes the significance of overcoming imposter syndrome, empowering black women to dream bigger, and the necessity of negotiation skills in career advancement. She also highlights the concept of skills as currency and the power of audacity in achieving success. Throughout the conversation, Teen provides practical advice and insights for listeners looking to enhance their careers and personal growth.


Chapters

00:00 Introduction to 'Tine Zekis

02:42 The Journey from Teacher to Software Engineer

05:30 Facing Challenges in Education

08:23 Support Systems and Their Importance

11:07 Discovering a Passion for Coding

13:59 Understanding Imposter Syndrome

16:57 Empowering Black Women to Dream Bigger

19:34 Negotiating Worth and Value

22:34 Skills as Currency in Career Advancement

25:25 Overcoming Fear and Taking Action

27:40 Building Networks and Community Support

28:34 The Art of Negotiation

31:14 Deciding Between Negotiation and Career Change

35:20 Embracing Audacity in the Workplace

42:55 Mindset Shifts for Success

45:36 Exploring Entrepreneurship and Multiple Income Streams


Takeaways

  • 'Tine Zekis transitioned from teaching to software engineering after realizing the classroom was not for her.
  • Support systems are crucial for career changes and personal growth.
  • Imposter syndrome affects many high achievers, especially black women, and can be overcome with the right strategies.
  • Negotiation is key to achieving fair compensation and should be approached as a collaboration.
  • Skills should be viewed as currency, and individuals often have more qualifications than they realize.
  • Audacity is the courage to advocate for oneself and pursue opportunities without fear.
  • The next career decision does not have to be the final one; flexibility is important.
  • Building a community and support network can help individuals recognize their worth.
  • Mindset shifts can lead to significant income increases without additional education.
  • Empowering black women to dream bigger is essential for breaking systemic barriers.


Connect with 'Tine:

https://tinezekis.com/

https://www.instagram.com/tinezekis/

https://www.facebook.com/tinezekis

https://www.youtube.com/@GettingBlackWomenPaid

https://www.linkedin.com/in/tinezekis/

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1 month ago
53 minutes

Beyond the Velvet Rope
Unlocking Financial Freedom with Andrew Gold

In this engaging conversation, Andrew Gold, a wealth and tax strategy expert, discusses the importance of financial education, breaking the time-for-money mindset, and the role of faith and family in financial stewardship.

He emphasizes the need for younger generations to adopt critical money principles early on, the significance of paying oneself first, and the difference between tax planning and preparation. Andrew also shares personal experiences and insights on building a legacy and the importance of mentorship in financial success.


Chapters

00:00 Introduction to Wealth Management and Mindset Shift

03:21 Understanding Financial Genetics and Mindset

05:27 The Importance of Educating Younger Generations

07:55 Faith, Family, and Financial Stewardship

10:25 Personal Journey: Overcoming Adversity and Learning

15:17 Critical Money Principles for Young Adults

20:12 Instant Gratification and Financial Responsibility

23:01 Paying Yourself First: Strategies for Success

26:32 Tax Strategies for Keeping More of Your Earnings

29:28 Finding the Right Financial Mentor

32:02 Navigating Wealth Growth Strategies

34:09 Understanding Tax Planning vs. Preparation

37:23 Balancing Wealth and Faith

39:54 The Meaning of Legacy

41:41 Non-Negotiable Financial Principles

43:33 Taking the First Step in Financial Awareness

45:33 Engaging with Andrew Gold

52:57 Final Thoughts and Motivational Insights


Takeaways

  • Financial education is crucial for younger generations.
  • Breaking the time-for-money mindset is essential for financial freedom.
  • Faith and family play a significant role in financial decisions.
  • Understanding financial genetics can help change money behaviors.
  • The 30 by 30 principle encourages early investment for wealth building.
  • Instant gratification can hinder financial success.
  • Paying yourself first is a key strategy for financial health.
  • Tax planning should be proactive, not reactive.
  • Building a legacy involves more than just financial wealth.
  • Starting today is the best way to improve your financial situation.


Connect with Andrew:

https://www.instagram.com/the_dailyprofit

https://www.pwealthmgmt.com/

https://www.facebook.com/pwealthmgmt

https://www.linkedin.com/in/andrew-gold-fpwmp%C2%AE-2165bbaa/

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2 months ago
54 minutes 55 seconds

Beyond the Velvet Rope
The Hidden Struggles of Inherited Wealth

In this conversation, Chase Collins, a financial therapist and author of 'Trust Your Trust Fund', shares his insights on the emotional complexities of inherited wealth. He discusses his personal journey, the challenges faced by trust fund recipients, and the importance of using wealth as a tool for growth rather than a source of identity.

Chase emphasizes the need for open conversations about money within families and the significance of rewriting one's money story to align with personal values and purpose.


Chapters

00:00 Introduction to Chase Collins and His Journey

06:03 Navigating Emotional Challenges of Wealth

11:43 Wealth as a Tool, Not a Burden

17:09 Signs of Guilt and Shame in Inheritors

22:30 Finding Your Own Path with Wealth

26:47 Rewriting Your Money Story

32:15 Advice for New Inheritors


Takeaways

  • Chase Collins specializes in the emotional side of money.
  • Inherited wealth can lead to confusion and shame.
  • Wealth should be viewed as a tool for growth.
  • Many inheritors struggle with feelings of entitlement and guilt.
  • Emotional inheritance is rarely discussed, leading to isolation.
  • Signs of guilt in inheritors can include addiction and overindulgence.
  • A common mistake is ignoring financial responsibilities out of fear.
  • Healthy family conversations about money should start with curiosity.
  • Rewriting your money story involves understanding your values.
  • Support from coaches and communities is crucial for clarity.
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2 months ago
42 minutes 24 seconds

Beyond the Velvet Rope
Navigating Business Growth with Dave Valentine

In this episode, Neal Oates Jr. interviews Dave Valentine, a seasoned entrepreneur and the Chief Revenue Officer of Finch, a performance agency focused on helping e-commerce brands grow through digital advertising. Dave shares his journey of owning multiple businesses, his philosophy on navigating life's challenges, and the importance of helping small businesses thrive. He discusses common mistakes brands make in advertising, the significance of choosing the right platforms, and the need for transparency in agency-client relationships.

The conversation also touches on personal health, the impact of hustle culture, and the balance between growth and team wellbeing. Dave emphasizes the importance of love and connection in business and life, encouraging listeners to overcome fear and embrace opportunities for growth.


Chapters

00:00 Introduction to Dave Valentine

02:18 Navigating Life's Challenges

06:09 The Journey into Performance Marketing

07:55 Identifying Business Challenges

15:24 Common Mistakes in Advertising

19:21 Unconventional Marketing Strategies

20:53 Overcoming Fear in Business

26:29 Balancing Growth and Team Wellbeing

29:51 The Impact of Personal Experience on Leadership

32:21 The Hustle Culture Trap

34:15 Transforming Health and Wellness

35:30 Building Meaningful Connections

37:13 Rethinking Business Strategies

42:30 Agency-Client Relationships

47:20 Simplifying Growth and Scaling with Purpose


Takeaways

  • Dave Valentine has owned 11 businesses and exited 9.
  • He believes in reframing challenges as episodes in a story.
  • Small businesses employ 69% of Americans and are crucial for economic health.
  • Proper setup of ads and tracking is often overlooked by brands.
  • Creative copywriting can significantly impact ad performance.
  • Misalignment of advertising platforms and target audiences is a common mistake.
  • Bing ads are becoming a viable alternative to Google ads.
  • It's important to take risks in trying new advertising platforms.
  • Agency-client relationships thrive on clear communication and aligned expectations.
  • Personal health and well-being are essential for sustainable business success.


Connect with Dave:

https://www.finch.com/

https://www.instagram.com/realdval/

https://www.facebook.com/realdavevalentine

https://x.com/realdval

https://www.linkedin.com/in/david-valentine-95564891/

https://www.tiktok.com/@realdval?

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2 months ago
56 minutes 34 seconds

Beyond the Velvet Rope
Cultural Intelligence: The Key to Global Success

Neal Oates, Jr. and cultural intelligence expert Terri Morrison explore the critical importance of cultural intelligence in today's global business environment. They discuss the journey behind Morrison's bestselling book 'Kiss, Bow or Shake Hands', the nuances of cross-cultural communication, and the essential strategies for building trust and credibility in international dealings.

The conversation highlights common mistakes professionals make in cross-cultural interactions and emphasizes the need for cultural awareness, especially in industries like real estate. Morrison shares insights on how to navigate cultural differences, the significance of preparation, and the exciting release of her audiobook, making this a must-listen for anyone looking to enhance their global business acumen.


Takeaways

  • Cultural intelligence is essential for success in global markets.
  • Understanding cultural nuances can prevent costly mistakes in business.
  • Building trust across cultures requires patience and empathy.
  • Real estate professionals must be aware of cultural differences to succeed.
  • Preparation is key when engaging with international clients.
  • Cultural faux pas can be avoided with proper research and understanding.
  • Women in business should leverage support from male colleagues in hierarchical cultures.
  • Diversity enriches problem-solving and decision-making in business.
  • Cultural intelligence is not just a nice-to-have; it's a must-have.
  • The new audiobook of 'Kiss, Bow or Shake Hands' is set to launch soon.


Chapters

00:00 Understanding Cultural Intelligence

03:05 The Journey to Writing 'Kiss, Bow or Shake Hands'

09:22 Defining Cultural Intelligence

16:10 The Importance of Cultural Intelligence in Business

18:20 Common Mistakes in Cross-Cultural Interactions

20:19 Building Trust Across Cultural Lines

24:06 The Need for Cultural Awareness in Real Estate

27:35 Finding Courage to Engage with Diverse Cultures

29:30 Learning from Cultural Faux Pas

33:31 Navigating Gender Dynamics in Business

39:06 Understanding Cultural Sensibilities in International Business

41:23 Essential Research for International Engagement

43:13 Starting Your Global Business Journey

44:57 Exciting Announcements and Resources

47:48 The Importance of Real Estate Professionals

49:27 Rapid Fire Fun with Terri Morrison


Preorder the Audio Book NOW:

https://www.audible.com/pd/Kiss-Bow-or-Shake-Hands-2nd-Edition-Audiobook/B0FMYTTGWY


Connect with Terri:

  • https://getcustoms.com/
  • https://www.linkedin.com/in/terri-morrison-2a940a7/
  • https://www.instagram.com/kissbowauthor/
  • https://www.facebook.com/terri.morrison.750/
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2 months ago
59 minutes 48 seconds

Beyond the Velvet Rope
Don't Retire, Graduate: A Financial Literacy Journey

In this engaging conversation, Eric Brotman, a seasoned financial advisor, shares his insights on the importance of financial literacy and the steps individuals can take to achieve financial independence. He discusses the common fears surrounding financial planning, the significance of finding a trusted financial advisor, and the myths that often mislead people in their financial journeys.

Brotman emphasizes the need for proactive financial management, the role of taxes, and the importance of making informed decisions during peak earning years. He concludes with powerful advice on taking action and not waiting to improve one's financial situation.


Chapters

00:00 Introduction to Financial Literacy and Eric Brotman

03:03 The Importance of Financial Literacy

06:46 Overcoming Fear and Ignorance in Finance

09:45 Finding Trusted Financial Advisors

12:26 Understanding Financial Myths and Misconceptions

16:19 The Psychology of Money and Investment Strategies

24:12 Wealth Building Strategies and Paying Yourself First

29:59 Choosing the Right Financial Advisor

35:43 Understanding Financial Advisors and Their Roles

41:13 Maximizing Peak Earning Years

49:09 Valuable Money Advice and Lessons Learned

56:19 The Importance of Taking Action


Takeaways

  • Financial literacy is crucial for making informed decisions.
  • Many people fear seeking financial advice due to past experiences.
  • It's important to find a trusted financial advisor who has your best interests in mind.
  • Debt can be leveraged to grow wealth, but psychological factors matter too.
  • Investment returns can be misleading; focus on consistent growth.
  • Building wealth is a gradual process, not a quick win.
  • Pay yourself first to ensure savings before spending.
  • Tax planning is essential during peak earning years.
  • Don't wait to take action on your financial health.
  • A good financial advisor should work collaboratively with your CPA and attorney.

Connect with Eric:

https://www.facebook.com/DontRetireGraduate/

https://brotmanmedia.com/

https://www.amazon.com/Dont-Retire-Graduate-Financial-Retirement/dp/1734970103

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2 months ago
1 hour 2 minutes 59 seconds

Beyond the Velvet Rope
The Journey to Financial Fitness

In this episode, Victor Idoko shares his journey from Nigeria to Australia and discusses the importance of financial fitness and mindset in building wealth. He introduces his book, 'Seven Basic Wealth Strategies,' and emphasizes the need for accountability and understanding biases in wealth building.

Victor debunks common financial myths and distinguishes between making money and building wealth. He highlights the habits of successful individuals and the significance of having a clear financial plan. The conversation concludes with insights on defining real wealth and the importance of having a supportive network.


Takeaways

  • Victor Idoko emphasizes the importance of mindset in financial success.
  • Financial fitness is akin to physical fitness; both require discipline and effort.
  • Setting long-term goals is crucial for wealth building.
  • Understanding personal biases can help in making better financial decisions.
  • Investing is not gambling; it requires knowledge and strategy.
  • Wealth is a tool to achieve the life you desire.
  • Accountability is key to maintaining financial discipline.
  • Successful individuals recognize their limitations and seek professional advice.
  • Building wealth takes time, but small consistent actions lead to significant results.
  • Real wealth encompasses health, relationships, and financial stability.


Connect with Victor:

https://www.facebook.com/cfvadvisory

https://www.instagram.com/iamvictoridoko/

https://www.tiktok.com/@victoridokowlthadv

https://www.linkedin.com/company/cfv-advisory/

https://www.youtube.com/@victoridokocfv


http://cfvadvisory.com.au

Email: admin@cfvadvisory.com.au

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2 months ago
1 hour 2 minutes 51 seconds

Beyond the Velvet Rope
Stewardship vs. Ownership: A New Perspective

Kenny Donnell shares his inspiring journey from incarceration to becoming a successful entrepreneur and community leader. He emphasizes the importance of storytelling, resilience, and the power of vision in overcoming adversity. Kenny discusses his entrepreneurial spirit, the significance of giving back to underserved communities, and the mindset shift required to transition from employee to boss.He also highlights the role of faith in navigating life's challenges and encourages listeners to find peace amidst adversity. In this engaging conversation, Kenny Donnell and Neal Oates, Jr. explore the themes of stewardship versus ownership, the impact of technology and AI on business, and the importance of adapting to change in the workforce. They discuss the necessity of navigating the overwhelming noise of information available today, the challenges of balancing work and life, and the significance of personal development and coaching. Kenny emphasizes the importance of understanding one's role as a steward of resources rather than an owner, and he provides practical advice for entrepreneurs looking to thrive in a rapidly changing environment.TakeawaysKenny Donnell emphasizes that your past prepares you, rather than disqualifying you.Storytelling is a powerful tool for connection and understanding.Overcoming adversity requires resilience and a willingness to hold on during tough times.Transforming challenges into opportunities is key to personal growth.Embracing your past can lead to empowerment and authenticity.Entrepreneurship can be a path to freedom and self-determination.Faith and vision are essential in navigating the business landscape.The One Idea Challenge helps individuals identify their unique solutions to problems.Giving back to underserved communities is a vital part of Kenny's mission.A mindset shift from employee to boss is crucial for success. We think we own stuff, but we don't.You are a steward over what you have.AI will impact every business owner, small or large.Follow trusted voices for at least six months before investing.It's easy to talk about success, but doing it is challenging.Get someone in your ear that encourages you.You can't do anything until you decide what you want.Balance is about constant counterbalance, not perfection.Identify the most important tasks to prioritize.

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2 months ago
1 hour 22 minutes 55 seconds

Beyond the Velvet Rope
Disrupting Wall Street: Jaden Sterling's Mission

In this engaging conversation, Jaden Sterling shares his journey from a young boy inspired by a speaker to a successful entrepreneur disrupting Wall Street with his platform, Sterling Stock Picker. He discusses the importance of aligning investments with personal values, embracing calculated risks, and the role of technology in simplifying the investment process.Jaden emphasizes that financial freedom is not just about wealth but about making a meaningful impact on others' lives. He encourages listeners to start investing, no matter how small, and to focus on their financial goals with purpose and confidence.TakeawaysJaden Sterling aims to empower everyday investors.He discovered his purpose at 14 through an epiphany.Wall Street's flaws led him to create a better investment platform.Sterling Stock Picker focuses on aligning investments with personal values.Investors should embrace calculated risks to achieve rewards.Technology can reduce overwhelm in the investment process.Starting small with investments can lead to significant growth over time.Financial freedom is about making a meaningful impact, not just wealth.Investors should choose their wealth path and stay focused.Jaden's mission is to help others achieve financial success.Follow Jaden Sterling and the Sterling Stock Picker by visiting any of the links below.

  • https://www.facebook.com/SterlingStockPicker
  • https://www.linkedin.com/in/jadensterling
  • https://www.youtube.com/@SterlingStockPicker
  • https://sterlingstockpicker.com/
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2 months ago
53 minutes 22 seconds

Beyond the Velvet Rope
The 6Rs Framework: A Path to Effective Leadership

In this engaging conversation, Neal Oates Jr. interviews Roy Cammarano, a seasoned leadership strategist and entrepreneur. They discuss the importance of legacy, the impact of caring in business, and the challenges entrepreneurs face. Roy shares insights on the 6Rs framework, emphasizing the significance of relationships and accountability in leadership. He highlights the need for optimism, persistence, and the value of making correct decisions over quick ones. The discussion also touches on the common pitfalls leaders encounter and the importance of clear communication in managing expectations. Roy's passion for helping others achieve their potential shines through as he shares his vision for impactful leadership.


Takeaways

  • Legacy is about what people say about you when you're not there.
  • Changing 'to-do' lists to 'ta-da' lists fosters a positive mindset.
  • Leadership is about caring for people, not just numbers.
  • Entrepreneurs must believe they can change the world despite challenges.
  • Correctness in decision-making is more important than speed.
  • Optimism and perspective are crucial in overcoming obstacles.
  • Learning from confusion is essential for growth.
  • Trust in an organization is built on consistency.
  • The 6Rs framework helps clarify roles and responsibilities.
  • Unmet expectations often lead to resentment in leadership.


Connect with Roy:

https://www.instagram.com/roycammarano_/

https://www.youtube.com/@roycammarano_

https://www.tiktok.com/@roycammarano

https://www.linkedin.com/in/roycammarano

https://www.facebook.com/roy.cammarano/

http://www.jmrpropertiesinc.com/roy_cammarano.html

https://podmatch.com/guestdetail/17527643300509788137fae96


Buy Roy's Books

https://www.amazon.com/Books-Roy-F-Cammarano/s?rh=n%3A283155%2Cp_27%3ARoy%2BF.%2BCammarano



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3 months ago
1 hour 1 minute

Beyond the Velvet Rope
Leadership, Growth, & Faith w/ CJ Wiggins

In this episode of Beyond the Velvet Rope, host Neal Oates Jr. engages in a deep conversation with CJ Wiggins, a military veteran, entrepreneur, and community leader based in Hawaii. They explore CJ's journey from the military to entrepreneurship, the importance of leadership and mentorship, and how faith-based principles can guide business practices.

CJ shares insights on personal growth, the significance of continuous learning, and the value of trusting the process in life. The discussion also touches on the challenges of transitioning from military life to civilian entrepreneurship and the role of mentors in shaping one's path. Throughout the conversation, CJ emphasizes the need for self-discovery, patience, and the commitment to better oneself every day.


Takeaways

  • CJ Wiggins emphasizes the importance of leadership and community respect.
  • Continuous learning is crucial for personal and professional growth.
  • Military experience shapes leadership skills and resilience.
  • Faith-based principles can guide business decisions and practices.
  • Mentorship plays a vital role in achieving success.
  • Trusting the process is essential for overcoming doubts.
  • Self-discovery is a lifelong journey that requires patience.
  • Building connections with different cultures enhances understanding.
  • Transformational leadership focuses on empowering others.
  • Making decisions is a fundamental aspect of life and business.


To learn more about CJ Wiggins visit:

https://www.facebook.com/ClaudiusJ

https://www.linkedin.com/in/c-j-wiggins-84501a81/

https://www.youtube.com/@ClaudiusJ7


Contact CJ directly at: CJ@Hawaiitaxwealthsolutions.com

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3 months ago
56 minutes 7 seconds

Beyond the Velvet Rope
The Expat Experience: Insights from Adam Fayed

Chapters

00:00 Introduction to Adam Fayed

01:22 Adam's Journey in Financial Services

03:37 Frustrations Leading to Entrepreneurship

06:21 Identifying Market Opportunities

09:04 Cultural Intelligence in Financial Advisory

13:24 The Adventurous Spirit of Entrepreneurs

15:57 Niche Marketing and Authority Building

19:16 The Future of Expat Living

22:21 Making Finance Attractive

24:57 Misconceptions About Wealthy Individuals

28:49 Starting Your Financial Journey

32:22 The Wealthy Mindset: Frugality and Long-Term Growth

35:14 The Truth About Entrepreneurship: Risks and Rewards

37:43 Advice Through the Ages: Learning to Let Go

40:46 Legacy and Relationships: What Truly Matters

42:07 Rapid Fire Fun: Insights into Adam's Life

48:37 Influential Authors: The Impact of Daniel Priestley


In this episode of Beyond the Velvet Rope, host Neal OatesJr. interviews financial expert Adam Fayed, who shares his journey from starting his first investment account at 18 to becoming a successful entrepreneur and wealth manager. Adam discusses the importance of cultural intelligence in serving a diverse clientele, the challenges of navigating thefinancial industry, and the misconceptions surrounding wealthy individuals. He emphasizes the significance of niching down in business and the future trends in expat living, while also providing practical advice for those starting their financial journey.


Takeaways

  • Adam started his first investment account at 18, which was a learning experience.
  • There was a supply and demand mismatch in the financial advisory market.
  • Cultural differences in clients are often less significant than perceived.
  • Entrepreneurs must be risk-takers and adventurous by nature.
  • Niche marketing can lead to greater authority and demand.
  • The future of work is increasingly remote, impacting expat living.
  • People are more politicized and interested in financial policies than before.
  • Wealthy individuals are often more focused on wealth preservation than tax minimization.
  • Starting small with investments is crucial for beginners.
  • Wealth is built over time through consistent saving and investing.


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4 months ago
51 minutes 8 seconds

Beyond the Velvet Rope
Lessons from Golf: Trust and Relationships

In this engaging conversation, Neal Oates Jr. and Ben Finley explore the intersections of golf, personal growth, and the title industry. Ben shares his journey from aspiring professional golfer to a key player in the title business, emphasizing the importance of relationships, trust, and exceptional service. The discussion also touches on the challenges of starting a new venture, the significance of client communication, and the lessons learned from both golf and business.


Chapters

01:08 - Ben's Journey from Indiana to South Florida

02:50 - The Impact of Golf on Life

09:12 - Transitioning to the Title Industry

11:34 - Building Trust and Relationships in Business

15:33 - Client Service Philosophy in Title Industry

21:12 - Starting Luxury Title: A New Chapter

22:01 - Overcoming Fear and Embracing Change

25:09 - Navigating Challenges in the Luxury Title Market

26:57 - The Importance of Relationships in Real Estate

29:45 - Enhancing Real Estate Transactions

33:20 - The Value of Speed and Communication

34:19 - Reflections on Professional Achievements

36:27 - Rapid Fire Fun and Personal Insights


Takeaways

Golf is a game for everyone, regardless of skill level.

Building relationships is crucial in both golf and business.

Trust is essential in the title industry.

You must be available for your clients at all times.

Mistakes in the title industry can be costly.

Luxury Title focuses on exceptional client service.

Personal growth is a continuous journey.

Networking is key to success in real estate.

Communication is vital for smooth transactions.

Always strive to improve and learn from experiences.

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6 months ago
42 minutes 12 seconds

Beyond the Velvet Rope
Welcome Beyond the Velvet Rope. Join luxury expert, best-selling author, and executive coach Neal Oates, Jr., on a journey into affluence and luxury. Discover how service-based businesses and entrepreneurs increase revenue quickly and efficiently by offering world-renowned services to affluent clientele & influential decision-makers. We help ambitious professionals and minority entrepreneurs dominate premium markets and attract elite clients, using proven systems that transform authority into affluence. Enjoy. Subscribe. Comment. SHARE!