All Episodes

Operational due diligence is a process that helps businesses identify and mitigate potential risks associated with new and current operations. By gaining an in-depth understanding of all aspects of a company, operational due diligence analysts can offer strategic solutions to clients. In this episode, Tommy talks with David Emerson, Senior Vice President and Principal at LCG Associates. David joined LCG Associates in 2003 and is a member of the Board of Directors. He is also a member of the Ris...

The market is flooded with financial data. Firms are sitting on goldmines of information, yet most are not deriving maximum value from it. To unlock this value, data integration is key. It enables different systems, including those used by advisors and their clients, to communicate with each other. By having all of the data centralized in one place and accessible by all relevant systems, firms are able to gain a holistic view of their clients and their portfolios. Only then can they deliver trul...

International travel is bouncing back. With borders reopening and restrictions gradually being lifted, people are once again taking to the skies and heading to their favorite destinations. While applying for a passport and visa can often be a daunting task, how can international travelers ensure they have the documentation they need to have a worry-free and enjoyable trip? In this episode, Tommy talks with Rich Mandleur, CEO at Passport Visas Express, a company that specializes in helping appli...

In any field or endeavor, one of the traits of the top performers is their champion mentality. To be a champion, however, is not about some innate quality you were born with. It is rather about developing a championship mindset, one characterized by the relentless pursuit of excellence and the unwavering belief that anything is possible. In today’s episode, Tommy talks with Amber Selking, Founder and Performance Consultant at Selking Performance Group. She works to emphasize the power of mindse...

Financial advisors are uniquely positioned to help investors with their overall financial well-being. They work with their clients to set meaningful goals that go beyond just accumulating money. What are the best ways for advisors to design financial plans that reflect their clients' beliefs, values, and education? In today’s episode, Tommy talks with Scott Highmark, President and Principal at Mosaic Family Wealth. Prior to founding the firm, Scott held leadership roles at companies such as Mor...

This week, we’re flipping the script and airing a conversion with Tommy from Frontier’s 10Q podcast. Frontier is a private community for investors to engage, learn, and form meaningful relationships. In this conversation, Frontier’s Tyler Cho talks with Tommy about how and why he pivoted away from a lucrative career to pursue venture capitalism in the healthcare space, the most challenging part of running a venture firm, what Tommy’s building that other firms are hoping to utilize, how anyone c...

Small businesses and startups often find the process of scaling to be an uphill battle. In order to grow, they need to overcome several common challenges, including limited resources, lack of experience, and insufficient funding. However, with the right tools and strategies in place, scaling can be a successful process. In today’s episode, Tommy talks with Jeff Brewer, Managing Partner at Hanok Ventures. After serving in the military for 14 years, Jeff transitioned into the private sector, wher...

This week, we’re flipping the script and airing a conversion with Tommy from the Advisor Revelations podcast from DPL. In this conversation, DPL’s Leslie Grant talks with Tommy about his switch to using commission-free annuities, having hard insurance conversations with clients, and how DPL has helped Tommy and his firm implement successful insurance solutions. Key Takeaways [02:18] - An introduction to Tommy and the origin story of Vestia Personal Wealth Advisors. [04:34] - How Tommy started...

Statistically, most women are uncomfortable discussing money and lack confidence in making investment decisions. Too often, these result in lost opportunities for both financial growth and independence. As the majority of women are the financial head of their household, how can they overcome the barriers that prevent them from achieving their family’s financial goals? In today’s episode, Tommy talks with Lauren Pearson, Managing Director of Somerset Advisory and Co-Founder of The Wealth Edit. S...

Brand isn't just about design and marketing. At its core, it's about the values and principles that a company stands for. Creating a culture of care in which people feel appreciated and valued brings exceptional results. In today’s episode, Tommy talks with Dr. Lucas Bryant, Plastic Surgeon at Refine Facial Plastic Surgery and Aesthetics, a boutique facial plastic surgery practice that specializes exclusively in plastic surgery of the face and neck, as well as nonsurgical treatments. Lucas is ...

In every walk of life, planning is important. This is especially true for parents of special needs children. How can parents provide the best support to their children and make plans for their future? In today’s episode, Tommy talks with Gordon Homes, Special Care Financial Planner & Financial Services Executive at WestPoint Financial Group. As a Special Care Planner, Gordon helps families who have children or other dependents with special needs address the serious questions concerning their f...

This week, we’re flipping the script and airing a conversion with Tommy from The Indie Advisor podcast with Craig Stuvland. Craig is the CEO at tru Independence, a firm that partners with financial advisors to give them the conflict-free platform, people, and support they need to thrive. In this conversation, Craig talks with Tommy about what inspired him and his team to work with healthcare professionals, how they help clients achieve their goals, and why finding partners and coaches is key to...

There's no doubt that being an entrepreneur is a risky proposition. People are often scared to take the leap and start their own business because they know there's a good chance they may not succeed. In today’s episode, Tommy talks with Burak Yenigün, Founder of Stylus Capital, a systematic asset management firm that focuses on crypto assets. Burak believes that the world has a founder shortage, a scarcity of entrepreneurs who are able and willing to execute, due to the risky nature of entrepr...

There is an old saying that goes, "if you don't know where you're going, any road will take you there." This is certainly true when it comes to creating a life plan. Without a sense of purpose, it can be difficult to stay motivated and focused on what really matters. How can individuals and businesses discover their purpose and define a strategy? In today’s episode, Tommy talks with Jason Baker, a former American football punter who now co-owns Paterson, an organization that helps individuals a...

In today’s episode, Tommy talks with Daron K. Roberts, Partner at Notley Ventures and Co-Founder of Amass, which focuses on growing generational Black wealth through an end-to-end wealth-building platform. Daron K. Roberts is a former NFL and college football coach. He is also the Founding Director of the Center for Sports Leadership & Innovation (CSLi) at the University of Texas, and teaches one of UT's most popular courses — Gameplan for Winning at Life. Daron has a proven track record in imp...

Commodities are unique in that they represent the intersection of key areas of the market—production and consumption. Adding them to a private investment portfolio can provide diversification and stability that may be missing in more traditional asset choices. In today’s episode, Tommy talks with Tom Holliday, Founder of Holliday Investment Partners and former Co-Founder and CIO at Titan Advisors. Tom brings more than 30 years of experience in alternative investments. Prior to co-founding Tita...

There is no question that the ability to negotiate effectively is a valuable skill. It can help achieve any life goal, whether it's a better deal on a car or a promotion at work. But negotiation is not just about getting what you want. It's also about reaching an agreement that satisfies both parties. Negotiation is a skill that can be learned and perfected over time. In today’s episode, Tommy talks with Greg Allen, Vice President Procurement at Sunrun and a Negotiation Specialist at Vestia Per...

In today’s episode, Tommy talks with Brent Beshore, Founder and CEO of Permanent Equity, a North American private equity firm investing permanent equity in family-owned companies with $2.5 million to $14 million in net owner earnings. Having no background in private equity and never having taken a finance class, Brent jokes that he's the Forrest Gump of private equity. He runs a private equity fund, but he’s not really a private equity guy. He invests in businesses with no intention of selling....

When it comes to the workplace, there are a lot of things that go into making it a great place to be. One of the most important is creating a culture of care. When employees feel valued and appreciated, they are more likely to be productive and committed to their work. Workplaces that focus on employee care see better results. In what ways can businesses foster a culture of care and promote employee wellbeing? In today’s episode, Tommy talks with Jason Lippert, President and CEO of LCI Industri...

In today’s episode, Tommy talks with Roel Raatgever, co-founder and CEO of MRI Guidance—a company changing the landscape of medicine tech through complex 3D MRI imaging data. Roel is a biomedical scientist and an entrepreneur. The first years of Roel’s career were focused on making medical home test kits and planning for their production and logistics with an international med-tech company. In 2008, through UtrechtInc, he started helping startups succeed. Roel talks with Tommy about the innova...

Core values are the backbone of an organization. They offer a way to define the company as a whole, its unique culture, and what it stands for. With core values at the foundation for all organizational behavior, how can leaders set a clear expectation for their people to adhere to these values? In today’s episode, Tommy talks with David Quick, CEO at Helping Bulls Thrive in China Shop, TEDx Speaker, and Vistage Chair. At Helping Bulls Thrive in China Shop, David is committed to helping bulls (...

The term "alternative investments" is a loaded phrase. But they can be just as important to your portfolio as stocks or bonds, providing diversity that can help reduce risk and increase returns. How can alternative investments be used in conjunction with traditional investments to build a diversified portfolio? In today’s episode, Tommy talks with Phil Huber, Chief Investment Officer at Savant Wealth Management, author of the Allocator’s Edge, and blogger at Bps & Pieces. Phil is responsible f...

Women have been an integral part of organizations since the beginning. They are powerful decision-makers, but they are frequently left out of the discussion. Their influence and contributions are often overlooked because their role is different from that of their male counterparts. How can leaders encourage diversity and inclusion to empower women? In today’s episode, Tommy talks with Kim Mackrill, Co-Founder and COO at Mammoth. Kim started her career in a nonprofit organization and then moved ...

In today’s episode, Tommy talks with Reagan Cook, Tax and Accounting specialist for crypto and digital assets at TaxBit. Digital assets have grown in popularity and momentum in today's world, with Bitcoin and Ethereum being the most popular cryptocurrencies. Cryptocurrency is the new economic norm. It offers a new financial system that is decentralized. Although it can be used to buy goods, crypto has so much more potential than just being another form of currency. Tommy talks with Reagan abou...