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Business Tales

Signature Wealth Management Group

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Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and value creation across various industries, we hope all our listeners can learn and be entertained by the stories told on the podcast. Join Scott Bishop ...
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Up and to the Right

Signature Wealth Management Group

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Welcome to Up and to the Right; presented by SWMG, a podcast where employees and guests of Signature Wealth Management Group talk about what’s new in financial news, financial planning topics that affect the everyday investor, and other relevant topics influencing the markets today.
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Lisa Cummings and Brea Roper help you lead teams, build your work culture, and improve relationships with CliftonStrengths A.K.A StrengthsFinder. The "Lead Through Strengths" podcast was created for you if you're ready to stop taking the "path of most resistance" at work and in life. It sounds silly, yet it happens all the time when people get focused on fixing their weaknesses. It doesn't have to be so hard. Stop focusing on what's broken about you. Lisa Cummings, one host, is a Gallup Cert ...
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Selling to corporate clients can be exciting, and sometimes daunting. And everyone wants to know…what’s the secret sauce? From the thrill of landing big contracts to the unexpected surprises that come with corporate red tape, we cover it all. You’ll hear about the challenges of finding the right decision-makers, the complexities of procurement proc…
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Today, Russell Harris and Scott Bishop sit down with Christopher Wilson, a political data strategist, entrepreneur, and CEO of EyesOver Technologies. With decades of experience in predictive analytics, polling, and campaign strategy, Chris has worked with some of the biggest names in politics, navigating the evolving landscape of data and AI-driven…
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Thinking about offering group coaching programs? This episode is for you! We explore the many benefits it offers – for those being coached and also for coaches themselves. Things like opportunities for support and feedback, profitability and scalability, and developing deep, lasting friendships. We also share a few different program structures we’v…
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Ever wish you knew what all the best business builders had in common? What talents contributed to their success? Well, that’s exactly what the BP10 is all about! If you want to build a successful coaching business, you need to tune in! We kick things off by explaining what BP10 stands for (Builder Profile 10) and how it identifies the top talents t…
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This episode explores why having a clear and distinct signature offer is crucial for your coaching practice. Whether you're an internal coach or running your own independent gig, clarity is key! Having a clear and distinct offering can make all the difference in attracting the right clients and maximizing your impact. That’s why we discuss the impo…
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Today, Russell Harris and Scott Bishop sit down with Ben Faw, a West Point graduate, veteran, entrepreneur, and venture investor with a remarkable journey. From leading troops in Iraq to helping launch Tesla’s iconic Model S, Ben’s career has spanned the military, Silicon Valley, and the startup world. Now, Ben shares insights on building scalable …
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In today's episode, we dive into building your personal brand as a coach. You’ll hear about "Connected Kelly," a coach who initially felt pressured to conform to an analytical persona in her big tech job, only to discover that her true strength—Connectedness—was what truly set her apart. You’ll learn how she transformed her approach, leading to a m…
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Today, Russell Harris and Scott Bishop sit down with Jake Rosenthal, a dynamic entrepreneur with a fascinating journey from corporate tech sales to serial entrepreneurship. Jake shares how he leveraged his background in sales and a knack for spotting opportunities to build a diversified portfolio, including short-term rental properties and a gym fr…
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Every coach grapples with today’s topic: Should you avoid bias while coaching? We kick things off by acknowledging that the answer isn't as straightforward as it seems. While many might instinctively say "yes," we explore the nuances of bias and how it can actually play a positive role in coaching. Whether you're an independent coach or working wit…
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In today's episode, we dive into the essential, yet often overlooked, concept of "working on your business" versus "working in your business." We share our personal experiences and insights on how taking intentional time to strategize can transform your entrepreneurial journey. If you've ever felt like you're just spinning your wheels, constantly r…
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Goal setting. Does setting and getting goals light you up and get you groovin? Or maybe you’re not a big fan. Either way, this episode focuses on how to set yourself up for success – by using your Strengths, of course! We believe that when you approach goal setting through the lens of your individual talents, it not only makes the process more enjo…
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Did you know that frustration and burnout your talents can be ‘hangry’. In today's episode, we dive into the delightful concept of nurturing your nature! Life can be tough, and we all know that adulting isn't just a walk in the park. So, why not focus on what makes you shine? We discuss the importance of not just using your strengths, but actively …
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Maybe you're a planner like Lisa, whose calendar resembles a game of ‘time Tetris’, more spontaneous like Brea, who’s a little more free-flowing, or somewhere in between. No matter how you do it, taking time to prioritize your well-being is essential. In this episode, you’ll hear us discuss the importance of setting boundaries and making intentiona…
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People are always asking us, “Will my CliftonStrengths change?” and “Should I retake the assessment?” Since these questions are really two sides of the same coin, the short answer to both is the same: probably not. For the longer answer, be sure to listen in as we explore if/when to retake, and how to get the most from your CliftonStrengths results…
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Today, Russell Harris and Scott Bishop sit down with Niyi Adewole, a dynamic real estate investor, team leader, and host of his own podcast dedicated to educating others on financial freedom through property. From house-hacking a triplex to building a powerhouse team in Atlanta, Niyi has transformed his passion into a thriving business. Listen in a…
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We hear it all 👏🏻 the 👏🏽time 👏🏿: “Are strengths nature or nurture?” In today's episode, we weigh in with their opinions on whether our strengths and talents are hardwired into our DNA or shaped by our environment and experiences. And, spoiler alert…we don’t always agree. 🫣 Listen in as we explore how nature and nurture play a foundational role in w…
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Today, Russell Harris and Scott Bishop sit down with Pat Hiban, an entrepreneur, author, and the co-founder behind GoBundance. Pat shares his story from starting a one-man real estate team to being able to trust his people to run the businesses as he’s able to take on whatever role he chooses. His journey is filled with ups and downs, but that neve…
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Throughout our lives, many of us have been told we could become anything we want. Unfortunately, without understanding our natural talents and motivations, this belief can set us up to pursue goals that may not align with our true selves and capabilities. That’s why we look to our talents: to understand our true desires, and align our aspirations w…
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Today, Russell Harris and Scott Bishop sit down with Bernard Pierson, co-founder and managing partner of EHP Capital. From growing up in Nicaragua to building a real estate empire across the U.S., he has had quite the entrepreneurial journey. Hear how Bernard navigated the financial crisis, learned the power of focus, and built a thriving business …
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Using Strengths to Believe in Yourself From time to time, everyone struggles to believe in themselves. Especially when faced with challenges and changes in their lives. Too often, this doubt can lead to feelings of inadequacy, and hold us back from the growth we desire. That’s why we look to our talents: to identify and question limiting beliefs, s…
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Today, Russell Harris and Scott Bishop sit down with Hemal Badiani, a visionary entrepreneur and the CEO of Sage Equity. His journey is nothing short of remarkable, starting from his early days in India to scaling multiple successful businesses across industries. With a background in management consulting and a passion for solving problems, Hemal h…
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We all know how good it is to feel valued at work… but, as a manager, is it worth the time and expense? And how can we ensure that our recognition resonates? In today's episode, we dive into the powerful world of appreciation and recognition! We chat about how everyone loves to be recognized, but not everyone enjoys the spotlight in the same way. Y…
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In today's episode, we dive deep into the concept of flow, that magical state where time disappears and creativity flows effortlessly. We share our personal experiences with flow—what it looks like for us, and the unique ways we prepare for those moments. You’ll hear us discuss the importance of creating space in your life, whether that means block…
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Today, Russell Harris and Scott Bishop sit down with Michael Blank, the CEO of Nighthawk Equity and creator of Michael Blank Brands. He discusses his journey from corporate America to real estate mogul, the lessons he learned along the way, and how he’s now helping a new generation of entrepreneurs find their path to success. Michael’s story is one…
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Whether on a trip to Vegas, family reunion, or navigating the mountain’s edge, our strengths are there every step of the way. The question is, are they guiding, protecting, and supporting you? Or are they getting in the way, causing conflict and confusion? In today's episode, we dive into the fascinating world of applying our strengths beyond the w…
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"Where did the time go?" "If only I had more time!" If you're looking for productivity hacks or time management tips – this episode is for you. We've all been there. We believe time is our most valuable resource. Unfortunately, this often leads to overwhelm and guilt when our expectations don't match reality. We don't accomplish as much as we thoug…
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You’re So Good At That Receiving compliments is difficult for most of us. But what if I told you compliments could be clues to your greatest talents? Areas where you see natural glimpses of excellence are actually your greatest areas of potential. So, the next time you hear someone say, "You're so good at that!" or “You’re a rock star!”, stand a li…
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“They” say we spend over 30% of our life at work. For some of us over-achieving, work-a-holics burning the candle at both ends, that percentage is likely even higher. If we’re spending over a third of our lives working, shouldn’t we love what we do? We think so. That’s why in this episode we talk about another one of the “5 Clues to Talent”: Satisf…
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Today, Ian Payne and Scott Bishop sit down with CEO and Chief Consultant of Peace Advocacy Group, Dr. Claudia Cometa. She discusses how her father's medical experiences lead her from being a clinical pharmacist to starting her own patient advocacy business. Dr. Cometa discusses her firsthand experiences navigating the complex healthcare system, how…
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Have you ever had someone say, “Wow! How did you do that?” or “You make that look so easy!” and think, ‘What? Like it’s hard?’ (I see you, Elle Woods!) Or maybe you’ve recognized how others seem to be able to pick up or breeze through certain tasks with an effortlessness or ease you only dream of. It’s all a clue to talent! In this episode, we talk…
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About This Episode on Getting What You Really Want Out of Life What do the Spice Girls, double rainbows, and pursuing our dreams all have in common? Yearning. If you're someone who is looking to tap into your inner desires and explore what you really want out of life, this episode is for you. Inspired by Gallup’s “Five Clues to Talent”, Lisa & Brea…
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About This Episode Are you getting ready to take the CliftonStrengths assessment? This episode is for you! Between the two of us (Lisa & Brea), we’ve facilitated tens of thousands of these bad boys. So, we share the ins and outs of ‘what to know before you go’ - CliftonStrengths edition. In this episode, we answer questions like: “How long will it …
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Today, Ian Payne and Scott Bishop sit down with Ryan Bodin, a versatile real estate investor. Ryan shares his journey from working in tax and audits to becoming a successful real estate mogul. He details his beginnings in Louisiana, his pivot to real estate after being laid off during the 2008 financial crisis, and how he built his portfolio from s…
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About This Episode So, you’re ready to engage with a coach. Awesome! But there are SO many different coaches out there. How in the world do you choose? Lisa and Brea are here to help clear through the confusion and get you on the right path. This episode is all about how to choose the coach that’s right for you, right now. Listen in as Brea & Lisa …
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To work with Brea, connect at brearoper.com. She helps with talent development for teams and also does 1:1 CliftonStrengths coaching for individuals. To work with Lisa, check out team workshops and retreats at the Lead Through Strengths site. For 1:1 strengths or life coaching, check out the Get Coached link. For independent coaches, trainers, and …
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Today we chat with the owner of Secure Land Co., Tri Vu. In this interview, Tri discusses how despite his success in IT, his lack of passion in the career led to his entrepreneurial journey into owning his own land real estate company. Hear him talk about how he learned the business, what his motivating factors were, and how he's taking a family ap…
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To work with Lisa, head over to Lead Through Strengths To work with Brea, check out BreaRoper.com ABOUT THIS EPISODE In this episode, Lisa & Brea discuss how they were introduced to the wonderful world of Strengths, and how it impacted their personal and professional lives. Lisa discusses how reading "First Break All the Rules" as a manager changed…
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Today we chat with the President of Property Claims Consultant, David Melzer. In this interview, David details his career journey from working for major insurance companies, to starting his own business from the ground up. Hear what David has to say about the importance of people, relationships, and future expansion. Learn More Website: https://www…
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Today we chat with the founder and CEO of Commonly, David Krasny. In this interview, David details how after working for years in startups, he's taking on a new venture that puts a twist on matchmaking. Hear what he has to say about the idea, funding the business, and where he hopes to continue to grow into the future. Contact David Website: https:…
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Today we chat with the CEO of Orion Labels, Jonny August. Jonny guides us through his journey of how he came up in the family business. Even as a child, he knew he wanted to be a CEO, even though his father never pushed him to take over the family business. Hear what Jonny has to say about keeping the family tradition, how the business changed with…
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Today we chat with portfolio manager turned real estate entrepreneur, Matt Dreith. Matt joins us from Colorado and tells us about his journey and how he's leveraged his previous career into beginning his path to entrepreneurship. He details what's it's like working with his brother at their multi-family investing firm and some advice he'd give to n…
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Today we chat with real estate investor turned crypto trader, Austin Stack. He tells us his story of how difficult beginnings drove him to work harder, and why he turned to the crypto space. Hear Austin's thought process on why crypto works for him, and how it differs from traditional investing. Follow Austin X: @investmeows Website: investmeows.co…
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Today we chat with the founder of On Track Storage, Rob DuBroc. Rob is a real estate investor with a background in technology, specifically commercial real estate and fintech. He details his journey from investing in multi-family complexes to self-storage, and why that makes sense for his lifestyle. Follow Rob Instagram: @robdubroc Website: dubrocc…
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Today we chat with the founder and CEO of Weekender Hotels, Keir Weimer. He shares his story of tragedy and adversity and how focusing on the future led to where he is today. Keir is an internationally-recognized, luxury real estate & lifestyle entrepreneur who has been featured in major global media outlets such as the Wall Street Journal, The New…
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Today we chat with Director of Acquisitions at Vantage Point Acquisitions, Anthony Fontana. We discuss takeaways from the University of South Carolina, his early days in consulting and how that lead to real estate. He dives into the business of commercial and single-family housing and what to expect in both. Follow Anthony LinkedIn: https://www.lin…
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Today we chat with entrepreneur and friend, Kris Benson. We discuss his journey that has led to his success and why money isn’t always the driving factor. Listen in to hear his philosophy in breaking life into sections and his process of deciding what he wants to do next. And be sure to check out his own podcast, “Beyond the Game” where he talks to…
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Today we chat with entrepreneur and investor, Cody Littlewood. He has a long track record and deep expertise in buying, building, and operating companies and real estate properties. He’s been leading large teams and companies, developing financial models and strategies, deploying capital, and developing operational excellence for over a decade. Lis…
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