Beyond The Velvet Rope

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.Chapters00:00 Introduction to 'Tine Zekis02:42 The Journey from Teacher to Software Engineer05:30 Facing Challenges in Education08:23 Support Systems and Their Importance11:07 Discovering a Passion for Coding13:59 Understanding Imposter Syndrome16:57 Empowering Black Women to Dream Bigger19:34 Negotiating Worth and

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.Chapters00:00 Introduction to Wealth Management and Mindset Shift03:21 Understanding Financial Genetics and Mindset05:27 The Importance of Educating Younger Generations07:55 Faith, Family, and Financial Stewardship10:25 Personal Journey: Overcoming Adversity and Learning15:17 Critical Money Principles for Young Adults20:12 Instant Gratification and Financial Responsibility23:01 Paying Yourself First: Strategies for Success26:32 Tax Strategies for Keeping More of Your Earnings29

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.Chapters00:00 Introduction to Chase Collins and His Journey06:03 Navigating Emotional Challenges of Wealth11:43 Wealth as a Tool, Not a Burden17:09 Signs of Guilt and Shame in Inheritors22:30 Finding Your Own Path with Wealth26:47 Rewriting Your Money Story32:15 Advice for New InheritorsTakeawaysChase 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.

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.Chapters00:00 Introduction to Dave Valentine02:18 Navigating Life's Challenges06:09 The Journey into Performance Marketing07:55 Identifying Business Challenges15:24 Common Mistakes in Adverti

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.TakeawaysCultural 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

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.Chapters00:00 Introduction to Financial Literacy and Eric Brotman03:03 The Importance of Financial Literacy06:46 Overcoming Fear and Ignorance in Finance09:45 Finding Trusted Financial Advisors12:26 Understanding Financial Myths and Misconceptions16:19 The Psychology of Money and Investment Strategies24:12 Wealth Building Strategies and Paying Yourself First29:59 Cho

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.TakeawaysVictor 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

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 res

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 investme

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.TakeawaysLegacy 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 i

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.TakeawaysCJ 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 decis

Chapters00:00 Introduction to Adam Fayed01:22 Adam's Journey in Financial Services03:37 Frustrations Leading to Entrepreneurship06:21 Identifying Market Opportunities09:04 Cultural Intelligence in Financial Advisory13:24 The Adventurous Spirit of Entrepreneurs15:57 Niche Marketing and Authority Building19:16 The Future of Expat Living22:21 Making Finance Attractive24:57 Misconceptions About Wealthy Individuals28:49 Starting Your Financial Journey32:22 The Wealthy Mindset: Frugality and Long-Term Growth35:14 The Truth About Entrepreneurship: Risks and Rewards37:43 Advice Through the Ages: Learning to Let Go40:46 Legacy and Relationships: What Truly Matters42:07 Rapid Fire Fun: Insights into Adam's Life48:37 Influential Authors: The Impact of Daniel PriestleyIn 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 th

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.Chapters01:08 - Ben's Journey from Indiana to South Florida02:50 - The Impact of Golf on Life09:12 - Transitioning to the Title Industry11:34 - Building Trust and Relationships in Business15:33 - Client Service Philosophy in Title Industry21:12 - Starting Luxury Title: A New Chapter22:01 - Overcoming Fear and Embracing Change25:09 - Navigating Challenges in the Luxury Title Market26:57 - The Importance of Relationships in Real Estate29:45 - Enhancing Real Estate Transactions33:20 - The Value of Speed and Communication34:19 - Reflections

In this conversation, Neal Oates, Jr. emphasizes the importance of strategic networking over mere transactional interactions. He introduces the concept of the OODA loop as a framework for effective networking, highlighting the need to observe, orient, decide, and act.Oates also discusses the significance of being a high-value connector, focusing on building trust and providing value to others. The conversation concludes with actionable steps for listeners to elevate their networking strategies and cultivate meaningful relationships that lead to wealth creation.Chapters00:00 - The True Value of Networking05:18 - The OODA Loop for Strategic Networking07:33 - The Importance of Environment in Networking10:58 - Becoming a High Value Connector16:48 - Taking Networking to the Next LevelTakeawaysNetworking is not a numbers game; it's about relationships.Shift your mindset from taking to giving in networking.Affluence is about access, not just money.Successful networking focuses on long-term wealth creation.The OO

In this episode of the Beyond the Velvet Rope Podcast, host Neal Oates Jr. interviews Karen Trivino, a dynamic real estate broker with a compelling story. Karen shares her journey from aspiring criminal justice professional to successful real estate broker, driven by personal experiences and a desire to empower others.Throughout the conversation, she discusses the importance of collaboration over competition, her role in the Women's Council of Realtors, and her aspirations on international platforms. Karen emphasizes the significance of faith, self-reflection, and the influence of role models in her life, while also addressing the challenges faced by women in the industry. The episode concludes with rapid-fire questions that reveal Karen's personality and values, leaving listeners inspired by her journey and insights.Contact Karen Trivino at www.KarenTrivino.com or 786.838.3839Chapters00:00 - Introduction to Karen Trevino01:02 - Karen's Journey into Real Estate03:46 - Lessons from Personal Experience07:35 - E

In this episode, Neal Oates Jr. shares his experiences and insights on how to effectively work with affluent clientele using the OODA Loop framework. He emphasizes the importance of observing, orienting, deciding, and acting in both personal and professional contexts. Neal provides practical examples and strategies for understanding the needs and preferences of high net worth individuals, ultimately guiding listeners on how to enhance their service and exceed client expectations. Chapters 00:00 - Celebrating Success and New Beginnings 12:38 - Orienting Information for Effective Decision Making 20:49 - Taking Action and Monitoring Outcomes Takeaways The OODA Loop is a framework for decision-making. Observe means gathering information about the environment. Orient involves synthesizing data with prior knowledge. Decide is about choosing a course of action based on observations. Act means executing the decision and monitoring results. Understanding affluent clients requires keen observation. Persona

In this episode of Beyond the Velvet Rope, Neal Oates, Jr. discusses the essential skills and behaviors needed to succeed in working with affluent clients. He emphasizes the importance of authenticity, a positive mindset, self-promotion, and leveraging referrals to elevate oneself to the top 1% in any industry. The conversation is rich with insights on personal branding and the necessity of being genuine in order to build trust and credibility with high-end clientele. Chapters 00:00 - Introduction to Success with Affluent Clients 01:52 - The Importance of Authenticity 05:03 - Mindset Matters 07:51 - Be Your Own Best Advertisement 10:23 - Leveraging Referrals for Growth Takeaways Be authentic; show up as your true self every day. Your mindset is crucial for success in any field. Self-promotion is essential; be your own best advertisement. Focus on building trust and credibility with clients. Referrals are key to growing your business. Understand your unique value and embrace it. Consistency in you

I sat down with one of the most inspiring personalities in #RealEstate! Razan Mohamed is taking the real estate industry by storm while impacting generations. What's her secret? There isn't one. Passion, Family, and Relationships are the foundation for her emerging empire.

When Rony Thessier moved to the United States from Haiti with his family at the age of six he didn't know what to expect. He knew they were leaving everything they knew hoping to find better. What Rony learned and applied over the next three decades reminds us that there are no excuses on the road to success.