https://simplecast.com Gamechangers with John Keavey Gamechangers with John Keavey is a podcast where we have intimate discussions with top leaders and influencers in the Investment Management industry. We are interested in discussing our guests career progression with the tough lessons learned and the triumphs along the way. 2023 Gamechangers with John Keavey en Sun, 12 Jan 2025 23:27:14 +0000 Sun, 12 Jan 2025 23:27:25 +0000 https://gamechangers-with-john-keavey.simplecast.com Gamechangers with John Keavey https://image.simplecastcdn.com/images/097d5aa6-eeec-4965-b6c8-e480e75e443e/6e37a3ca-6f85-42a1-b432-bcfcf4f5caef/3000x3000/game-changers-with-john-keavey-podcast-profile-image-750px.jpg?aid=rss_feed https://gamechangers-with-john-keavey.simplecast.com episodic Gamechangers with John Keavey is a podcast where we have intimate discussions with top leaders and influencers in the Investment Management industry. We are interested in discussing our guests career progression with the tough lessons learned and the triumphs along the way. John Keavey false https://feeds.simplecast.com/zTQkpFM7 careers, entrepreneurship, investmentmanagement, leadership, recruiter, sales John Keavey jkeavey@careerconnections.us fe2cdacc-a9d5-49a0-b171-ba31a80f2b53 A life of Service and Advocacy, a conversation with David Crenshaw, US Army (R) David and I discuss his early life growing up in Monmouth Country and what drew him to a life of service including joining the US Army and serving in combat in Iraq

We also discuss his work as a firefighter and police officer upon his return from active duty

David shares with us his struggles years after his deployment which ultimately resulted in a diagnosis of PTSD

We discuss David ultimately seeking help and finding it in his service dog Doc, through the help of the Dennis Zilinksi Memorial Fund and K9s for Warriors.

David shares with us some of the great work he and the Dennis Zilinski Memorial Fund does for veterans and their families when they need help.

To contact or follow David Crenshaw:
Linkedin: https://www.linkedin.com/in/david-crenshaw-550369156/

]]> Sun, 12 Jan 2025 23:27:14 +0000 jkeavey@careerconnections.us (David Crenshaw, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/a-life-of-service-and-advocacy-a-conversation-with-david-crenshaw-us-army-r-E53Rhuqq David and I discuss his early life growing up in Monmouth Country and what drew him to a life of service including joining the US Army and serving in combat in Iraq

We also discuss his work as a firefighter and police officer upon his return from active duty

David shares with us his struggles years after his deployment which ultimately resulted in a diagnosis of PTSD

We discuss David ultimately seeking help and finding it in his service dog Doc, through the help of the Dennis Zilinksi Memorial Fund and K9s for Warriors.

David shares with us some of the great work he and the Dennis Zilinski Memorial Fund does for veterans and their families when they need help.

To contact or follow David Crenshaw:
Linkedin: https://www.linkedin.com/in/david-crenshaw-550369156/

]]> A life of Service and Advocacy, a conversation with David Crenshaw, US Army (R) David Crenshaw, John Keavey 00:59:55 In this episode, my conversation is with David Crenshaw, US Army veteran and former first responder from New Jersey. We delve into David's life growing up dreaming of adventure and finding it in the US Army and as a member of the National Guard. David also served for years as a local first responder in his police and firefighter roles. Years after his combat tour of duty in Iraq, David was ultimately diagnosed with PTSD after suffering negative impacts on his work and family life. With the help of his service dog, Doc, David has fought his way back to living a happy and fulfilling life as well as dedicating himself to serving his fellow veterans and their families through his involvement in organizations such as the Dennis Zilinski Memorial Fund. In this episode, my conversation is with David Crenshaw, US Army veteran and former first responder from New Jersey. We delve into David's life growing up dreaming of adventure and finding it in the US Army and as a member of the National Guard. David also served for years as a local first responder in his police and firefighter roles. Years after his combat tour of duty in Iraq, David was ultimately diagnosed with PTSD after suffering negative impacts on his work and family life. With the help of his service dog, Doc, David has fought his way back to living a happy and fulfilling life as well as dedicating himself to serving his fellow veterans and their families through his involvement in organizations such as the Dennis Zilinski Memorial Fund. rowwithdennis, denniszilinkskimemorialfund, mentalhealthawareness, k9sforwarriors, ptsdrecovery, iraqwarveteran, firstresponder false full 15 a9df0026-fe8a-4b81-9579-48e1a360d8fc "A Blueprint for Career Networking Success, a conversation with Nathan Perez" "A Blueprint for Career Networking Success, a conversation with Nathan Perez"

Early Career: Nathan's professional acting career and the indispensable role of networking.

Inspiration to write the book: Nathan's later career trajectory in Executive Search and the genesis of the "20 Minute Networking Meeting" book series.

Target Audience Development: Tailoring the book's content to cater to diverse reader demographics.

Definition of Networking: Clarifying the essence of networking and dispelling common misconceptions.

Challenges of Online Job Applications: Addressing the realities and limitations of online job application processes.

Insights from Networking Meetings: Firsthand experiences with networking meetings and the need for improvement

Preparation for Success: Emphasizing the significance of thorough preparation in achieving networking objectives.

Five Steps to Effective Networking Meetings: Outlining the structured approach to conducting successful networking interactions.

Agenda Setting: Highlighting the importance of setting clear agendas for productive networking engagements.

Time Efficiency: Explaining the rationale behind the choice of a 20-minute networking framework.

Follow-Up and Relationship Building: Emphasizing the criticality of post-meeting follow-up and fostering enduring relationships.

Building Advocates: Strategies for cultivating advocates within one's professional network.

Reciprocity in Networking: Guidelines for fostering mutually beneficial relationships through reciprocal networking practices.

Networking is for everyone: How introverts can network successfully.

]]> Sat, 23 Mar 2024 22:16:24 +0000 jkeavey@careerconnections.us (Nathan Perez, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/a-blueprint-for-career-networking-success-a-conversation-with-nathan-perez-KS_MQZJk "A Blueprint for Career Networking Success, a conversation with Nathan Perez"

Early Career: Nathan's professional acting career and the indispensable role of networking.

Inspiration to write the book: Nathan's later career trajectory in Executive Search and the genesis of the "20 Minute Networking Meeting" book series.

Target Audience Development: Tailoring the book's content to cater to diverse reader demographics.

Definition of Networking: Clarifying the essence of networking and dispelling common misconceptions.

Challenges of Online Job Applications: Addressing the realities and limitations of online job application processes.

Insights from Networking Meetings: Firsthand experiences with networking meetings and the need for improvement

Preparation for Success: Emphasizing the significance of thorough preparation in achieving networking objectives.

Five Steps to Effective Networking Meetings: Outlining the structured approach to conducting successful networking interactions.

Agenda Setting: Highlighting the importance of setting clear agendas for productive networking engagements.

Time Efficiency: Explaining the rationale behind the choice of a 20-minute networking framework.

Follow-Up and Relationship Building: Emphasizing the criticality of post-meeting follow-up and fostering enduring relationships.

Building Advocates: Strategies for cultivating advocates within one's professional network.

Reciprocity in Networking: Guidelines for fostering mutually beneficial relationships through reciprocal networking practices.

Networking is for everyone: How introverts can network successfully.

]]> "A Blueprint for Career Networking Success, a conversation with Nathan Perez" Nathan Perez, John Keavey 00:53:08 In this episode, my conversation is with Nathan Perez, co-author of the acclaimed book series "The 20 Minute Networking Meeting". Nathan shares his journey of discovering the power of networking early in his career as an actor, and later, how this revelation propelled him to co-author the book series after transitioning into the executive recruiting industry. We delve into the essence of networking—what it truly entails and its pivotal role in career advancement, emphasizing the statistic that a majority of job opportunities stem from networking connections. Drawing from personal experiences, I reflect on the nuances of receiving networking requests and we discuss the factors contributing to their success. Nathan expertly outlines the five essential steps to conducting a fruitful networking meeting, underlining the significance of setting agendas and advocating for the optimal duration of 20 minutes. Additionally, we explore strategies for nurturing and sustaining professional relationships, including the coveted achievement of gaining an 'evangelist' within one's network." Finally, we cover how people that consider themselves introverts can have success in networking as well. In this episode, my conversation is with Nathan Perez, co-author of the acclaimed book series "The 20 Minute Networking Meeting". Nathan shares his journey of discovering the power of networking early in his career as an actor, and later, how this revelation propelled him to co-author the book series after transitioning into the executive recruiting industry. We delve into the essence of networking—what it truly entails and its pivotal role in career advancement, emphasizing the statistic that a majority of job opportunities stem from networking connections. Drawing from personal experiences, I reflect on the nuances of receiving networking requests and we discuss the factors contributing to their success. Nathan expertly outlines the five essential steps to conducting a fruitful networking meeting, underlining the significance of setting agendas and advocating for the optimal duration of 20 minutes. Additionally, we explore strategies for nurturing and sustaining professional relationships, including the coveted achievement of gaining an 'evangelist' within one's network." Finally, we cover how people that consider themselves introverts can have success in networking as well. investmentmanagement, careerdevelopment, careers, leadership, jobsearch, networking false full 14 3285cf39-0290-46e8-9cab-6280cf13e22f From Investment Writing to C-Suite, a conversation with Kristen Capuano "From Investment Writing to C-Suite", a conversation with Kristen Capuano

• Kristen’s early experience growing up in Rhode Island as the daughter of a small business owner & entrepreneur
• Getting introduced to marketing and product management by a college advisor
• Marketing as more than just creative ideas and design
• Why the choice to work in the industry and starting out as an investment writer
• The value of building active listening skills
• Resist complaining and be part of the solution
• Focus on making the client’s experience better
• Joining a established but growing firm in Van Eck during early days of the ETF business
• Seizing the chance to help establish and build the European business for Van Eck
• Building leadership experience within the Product Management function
• Taking on the challenge of the Chief Marketing Officer role
• The unique blend of product management and marketing at Van Eck
• Working closely with a very involved CEO
• The evolution of marketing in investment management as a key component for success
• Learning to trust your team members and deferring to them when they know more

]]> Sun, 4 Feb 2024 21:47:28 +0000 jkeavey@careerconnections.us (Kristen Capuano, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/from-investment-writing-to-c-suite-a-conversation-with-kristen-capuano-72uFkYuu "From Investment Writing to C-Suite", a conversation with Kristen Capuano

• Kristen’s early experience growing up in Rhode Island as the daughter of a small business owner & entrepreneur
• Getting introduced to marketing and product management by a college advisor
• Marketing as more than just creative ideas and design
• Why the choice to work in the industry and starting out as an investment writer
• The value of building active listening skills
• Resist complaining and be part of the solution
• Focus on making the client’s experience better
• Joining a established but growing firm in Van Eck during early days of the ETF business
• Seizing the chance to help establish and build the European business for Van Eck
• Building leadership experience within the Product Management function
• Taking on the challenge of the Chief Marketing Officer role
• The unique blend of product management and marketing at Van Eck
• Working closely with a very involved CEO
• The evolution of marketing in investment management as a key component for success
• Learning to trust your team members and deferring to them when they know more

]]> From Investment Writing to C-Suite, a conversation with Kristen Capuano Kristen Capuano, John Keavey 00:55:44 In this episode, we explore Kristen Capuano's journey from her upbringing in Rhode Island as the daughter of a small business owner to her current role as Chief Marketing Officer. Kristen shares how a college advisor introduced her to marketing and product management, shaping her perspective on marketing beyond just creative ideas and design. She discusses her early career as an investment writer and the decision to enter the industry. Kristen emphasizes the value of active listening, resisting complaining, and focusing on improving the client's experience. Joining Van Eck during the early days of the ETF business, Kristen seized the opportunity to help establish and build the European business, gaining valuable leadership experience within the Product Management function. She reflects on the unique blend of product management and marketing at Van Eck and the evolution of marketing in investment management. Kristen also shares insights on working closely with an involved CEO and learning to trust team members while deferring to their expertise. In this episode, we explore Kristen Capuano's journey from her upbringing in Rhode Island as the daughter of a small business owner to her current role as Chief Marketing Officer. Kristen shares how a college advisor introduced her to marketing and product management, shaping her perspective on marketing beyond just creative ideas and design. She discusses her early career as an investment writer and the decision to enter the industry. Kristen emphasizes the value of active listening, resisting complaining, and focusing on improving the client's experience. Joining Van Eck during the early days of the ETF business, Kristen seized the opportunity to help establish and build the European business, gaining valuable leadership experience within the Product Management function. She reflects on the unique blend of product management and marketing at Van Eck and the evolution of marketing in investment management. Kristen also shares insights on working closely with an involved CEO and learning to trust team members while deferring to their expertise. false full 13 4794b6b6-42ff-458d-879d-f388abc7c3c1 The Art and Science of Leadership: A Conversation with Dr. Eric Downing In this episode I interview Dr. Eric Downing who is a top consultant on leadership and development of top performing cultures through his company Proven Paradigm Consulting. Previously Eric had a lengthy and distinguished career in sales leadership within Investment Management.

Episode 12: The art and science of Leadership, a conversation with Dr. Eric Downing.
In this episode we discuss:
• Joining the Army right out of high school and developing a passion for flying
• Life and leadership lessons from the military experience
• Finding his way into financial services through a financial advisor position
• Discovering managed accounts and growing his advisory business
• Learning valuable lessons about how to care for clients on an individual level
• Importance of empathy and emotional intelligence for salespeople
• How supervision, management, coaching and leadership are interrelated but different
• Leading people based on how they prefer to be interacted with
• How the role of the wholesaler has evolved over the years
• Understanding your team’s motivations in order to be a better leader
• Deciding to pursue a Doctorate in Leadership at age 53
• How to build an elite performance culture
• The importance of trust as a component of elite team cultures
• How assessments can be useful tools to identify potential growth areas
• Eric’s passion for flying and work to support veterans

Episode Contributor information:

Dr. Eric Downing: https://www.linkedin.com/in/eric-downing/
https://provenparadigm.com/
John Keavey: https://www.linkedin.com/in/johnkeavey/
https://careerconnections.us/

]]> Mon, 11 Dec 2023 23:10:00 +0000 jkeavey@careerconnections.us (Dr Eric Downing, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/the-art-and-science-of-leadership-a-conversation-with-dr-eric-downing-UyNhA_Jn In this episode I interview Dr. Eric Downing who is a top consultant on leadership and development of top performing cultures through his company Proven Paradigm Consulting. Previously Eric had a lengthy and distinguished career in sales leadership within Investment Management.

Episode 12: The art and science of Leadership, a conversation with Dr. Eric Downing.
In this episode we discuss:
• Joining the Army right out of high school and developing a passion for flying
• Life and leadership lessons from the military experience
• Finding his way into financial services through a financial advisor position
• Discovering managed accounts and growing his advisory business
• Learning valuable lessons about how to care for clients on an individual level
• Importance of empathy and emotional intelligence for salespeople
• How supervision, management, coaching and leadership are interrelated but different
• Leading people based on how they prefer to be interacted with
• How the role of the wholesaler has evolved over the years
• Understanding your team’s motivations in order to be a better leader
• Deciding to pursue a Doctorate in Leadership at age 53
• How to build an elite performance culture
• The importance of trust as a component of elite team cultures
• How assessments can be useful tools to identify potential growth areas
• Eric’s passion for flying and work to support veterans

Episode Contributor information:

Dr. Eric Downing: https://www.linkedin.com/in/eric-downing/
https://provenparadigm.com/
John Keavey: https://www.linkedin.com/in/johnkeavey/
https://careerconnections.us/

]]> The Art and Science of Leadership: A Conversation with Dr. Eric Downing Dr Eric Downing, John Keavey 01:03:06 Eric and I discuss his path from joining the Army right out of high school and gaining alot of experience through it and gaining early insights into how leadership works. We discuss his entry into financial services on the advisor side, eventual move to the investment management side and ultimately taking on leadership roles overseeing high performing sales teams. Eric also shares insights into his current work helping Fortune 1000 firms and executives develop high performance teams and cultures. Eric and I discuss his path from joining the Army right out of high school and gaining alot of experience through it and gaining early insights into how leadership works. We discuss his entry into financial services on the advisor side, eventual move to the investment management side and ultimately taking on leadership roles overseeing high performing sales teams. Eric also shares insights into his current work helping Fortune 1000 firms and executives develop high performance teams and cultures. provenparadigmconsulting, salesleadership, investmentmanagement, leadership, motivation, eliteperformanceculture false full 12 8d0e2678-3990-4e05-8bf5-a844425e5d71 A Career in Full: John McCombe on taking career risks, leadership, mentorship and giving back Episode 11: A Career in Full: John McCombe on taking career risks, leadership, mentorship and giving back
• Early family life influence: delving into John’s early life and how that played a pivotal role in shaping his career
• Entry into financial services: John's journey into the financial services sector, including his early experiences at Merrill
Lynch
• Navigating corporate terrain: how to successfully navigate within a large firm to identify and pursue a career path
• Career decision making: The art of assessing career moves and taking calculated risks
• “Finding one’s lane”: Insights into finding and thriving within your chosen career path
• Transition to entrepreneurial opportunities: The challenges and rewards of leaving a comfortable position at a large firm to
join a small entrepreneurial venture
• Talent assessment and hiring: Best practices for hiring key talent in an organization
• Interview preparation: Tips and advice on how to be prepared for an interview
• Importance of “coachability”: Discussing the significance of being open to coaching and learning from others
• Seeking and offering feedback: The value of actively seeking and providing constructive feedback in personal and
professional growth
• Self-awareness: Understanding the importance and knowing where you stand at your organization
• Sales personality: exploring the traits of great salespeople
• Managing and motivating sales teams: Strategies for effectively managing and motivating sales teams to achieve their best
performance
• Learn-Earn-Return: John's perspective on giving back to education and philanthropy through the "Learn-Earn-Return"
approach

Episode contributor bios:

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

https://www.linkedin.com/in/john-mccombe-2685b619/

]]> Thu, 19 Oct 2023 16:39:45 +0000 jkeavey@careerconnections.us (John McCombe, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/a-career-in-full-john-mccombe-on-taking-career-risks-leadership-mentorship-and-giving-back-_TttiufR Episode 11: A Career in Full: John McCombe on taking career risks, leadership, mentorship and giving back
• Early family life influence: delving into John’s early life and how that played a pivotal role in shaping his career
• Entry into financial services: John's journey into the financial services sector, including his early experiences at Merrill
Lynch
• Navigating corporate terrain: how to successfully navigate within a large firm to identify and pursue a career path
• Career decision making: The art of assessing career moves and taking calculated risks
• “Finding one’s lane”: Insights into finding and thriving within your chosen career path
• Transition to entrepreneurial opportunities: The challenges and rewards of leaving a comfortable position at a large firm to
join a small entrepreneurial venture
• Talent assessment and hiring: Best practices for hiring key talent in an organization
• Interview preparation: Tips and advice on how to be prepared for an interview
• Importance of “coachability”: Discussing the significance of being open to coaching and learning from others
• Seeking and offering feedback: The value of actively seeking and providing constructive feedback in personal and
professional growth
• Self-awareness: Understanding the importance and knowing where you stand at your organization
• Sales personality: exploring the traits of great salespeople
• Managing and motivating sales teams: Strategies for effectively managing and motivating sales teams to achieve their best
performance
• Learn-Earn-Return: John's perspective on giving back to education and philanthropy through the "Learn-Earn-Return"
approach

Episode contributor bios:

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

https://www.linkedin.com/in/john-mccombe-2685b619/

]]> A Career in Full: John McCombe on taking career risks, leadership, mentorship and giving back John McCombe, John Keavey 01:11:02 John and I discuss the progression of his career from breaking into financial services in accounting through leading high performing sales organizations. We explore his early family life and how that shaped him, his career and how he discovered what he was good at and enjoyed, how he hires and leads and how he mentors and gives back. John and I discuss the progression of his career from breaking into financial services in accounting through leading high performing sales organizations. We explore his early family life and how that shaped him, his career and how he discovered what he was good at and enjoyed, how he hires and leads and how he mentors and gives back. interviewtips, investmentmanagement, entreprenurship, leadership, talent acquistion, professional growth, givingback, financial services false full 11 4c2a9fdb-435c-4c31-8174-343790e7a704 Effective Leadership and the Power of Personal Branding: A Conversation with Brett Wright Episode 10: Effective Leadership and the Power of Personal Branding: A Conversation with Brett Wright

In this episode we discuss the following topics:

  • Brett's early family and community influences and the lasting impressions it left
  • Playing football at Penn State and taught him about the importance of grit and teamwork
  • Breaking into financial services as a financial advisor
  • Discovering investment management as a great fit
  • The evolution of investment wholesaling from the 90's to the present
  • The drive to take move from individual sales to leadership
  • Leadership as a journey, not an endpoint
  • Importance of carefully crafting your own personal brand
  • Effective and non-effective leadership styles
  • Adjusting to big leaps in one's career and the support and personal growth required
  • How to deal positively with a time of unemployment
  • What's coming next in investment and wealth management
  • Giving back to the industry

Episode contributer bios:

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

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

]]> Fri, 22 Sep 2023 15:40:00 +0000 jkeavey@careerconnections.us (Brett Wright, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/effective-leadership-and-the-power-of-personal-branding-a-conversation-with-brett-wright-oty_Oo2i Episode 10: Effective Leadership and the Power of Personal Branding: A Conversation with Brett Wright

In this episode we discuss the following topics:

  • Brett's early family and community influences and the lasting impressions it left
  • Playing football at Penn State and taught him about the importance of grit and teamwork
  • Breaking into financial services as a financial advisor
  • Discovering investment management as a great fit
  • The evolution of investment wholesaling from the 90's to the present
  • The drive to take move from individual sales to leadership
  • Leadership as a journey, not an endpoint
  • Importance of carefully crafting your own personal brand
  • Effective and non-effective leadership styles
  • Adjusting to big leaps in one's career and the support and personal growth required
  • How to deal positively with a time of unemployment
  • What's coming next in investment and wealth management
  • Giving back to the industry

Episode contributer bios:

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

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

]]> Effective Leadership and the Power of Personal Branding: A Conversation with Brett Wright Brett Wright, John Keavey 00:47:42 Brett and I discuss the progression of his career in Investment Management from starting out as a field wholesaler, climbing the ranks of sales management to ultimately leading distribution for a global asset manager and currently a fast growing alternatives manager . We explore his early influences, athletic career as a Penn State football player, how he discovered his calling in financial services and his thoughts on effective leadership and career development. Brett and I discuss the progression of his career in Investment Management from starting out as a field wholesaler, climbing the ranks of sales management to ultimately leading distribution for a global asset manager and currently a fast growing alternatives manager . We explore his early influences, athletic career as a Penn State football player, how he discovered his calling in financial services and his thoughts on effective leadership and career development. salesmanagement, external wholesaler, leadership, fund distribution, investment management false full 10 a34af8be-00a1-465a-a40c-5b87ee35f85f Diversity Driven: A Journey with Marlōn Hall and AWD Episode 9:

The Genesis of AWD: Discover how the idea for forming the Association for Wholesaling Diversity (AWD) came into being.

Community for Black Wholesalers: Explore the significance of a supportive community for Black wholesalers and why it's essential.

AWD Membership Landscape: Gain insights into the membership structure and composition of AWD.

Addressing Racism in Wholesaling: Marlōn discusses some of the the experiences of racism he’s encountered in the field of wholesaling.

Excellence as a Necessity: Understand why Black wholesalers often need to excel exceptionally to succeed in the industry.

Career Advancement and Skill Enhancement: Learn about the key objectives of AWD in terms of advancing careers and improving skills.

Wholesaler Development Program: Explore AWD's initiative to bring young college graduates into the wholesaling profession.

Support from Investment Firms: Delve into ways in which investment firms can actively support AWD's endeavors.

Episode Contributor Bios:

Marlōn Hall: https://www.linkedin.com/in/marlonehall/ ; https://www.diversityinwholesaling.com/

John Keavey: https://www.linkedin.com/in/johnkeavey/

]]> Thu, 7 Sep 2023 16:40:59 +0000 jkeavey@careerconnections.us (Marlon Hall John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/diversity-driven-a-journey-with-marln-hall-and-awd-WUGgOg04 Episode 9:

The Genesis of AWD: Discover how the idea for forming the Association for Wholesaling Diversity (AWD) came into being.

Community for Black Wholesalers: Explore the significance of a supportive community for Black wholesalers and why it's essential.

AWD Membership Landscape: Gain insights into the membership structure and composition of AWD.

Addressing Racism in Wholesaling: Marlōn discusses some of the the experiences of racism he’s encountered in the field of wholesaling.

Excellence as a Necessity: Understand why Black wholesalers often need to excel exceptionally to succeed in the industry.

Career Advancement and Skill Enhancement: Learn about the key objectives of AWD in terms of advancing careers and improving skills.

Wholesaler Development Program: Explore AWD's initiative to bring young college graduates into the wholesaling profession.

Support from Investment Firms: Delve into ways in which investment firms can actively support AWD's endeavors.

Episode Contributor Bios:

Marlōn Hall: https://www.linkedin.com/in/marlonehall/ ; https://www.diversityinwholesaling.com/

John Keavey: https://www.linkedin.com/in/johnkeavey/

]]> Diversity Driven: A Journey with Marlōn Hall and AWD Marlon Hall John Keavey 01:00:23 This episode marks the continuation of my discussion with Marlōn Hall, a seasoned wholesaler with extensive experience in the annuity sector, and the visionary behind the Association for Wholesaling Diversity (AWD). In this installment, Marlōn and I delve into the inception of AWD, its fundamental mission, and its critical role in advancing diversity within the industry, ultimately striving to create a more inclusive and improved landscape for all." This episode marks the continuation of my discussion with Marlōn Hall, a seasoned wholesaler with extensive experience in the annuity sector, and the visionary behind the Association for Wholesaling Diversity (AWD). In this installment, Marlōn and I delve into the inception of AWD, its fundamental mission, and its critical role in advancing diversity within the industry, ultimately striving to create a more inclusive and improved landscape for all." #leaders #investmentmanagement #awd #diversity #wholesaler #annuities #salesmanagement false full 9 990526f3-936b-4340-89e0-471e107fd416 Always focused on the outcome: A conversation with Marlōn Hall (Part 1) Episode 8: Always focused on the outcome:  A conversation with Marlōn Hall. In this episode we discuss:
 

  • Marlōn’s early life experience growing up on Chicago’s South Side
  • A move out West seeking a new life and environment
  • Early career paths including carpentry and as a business owner
  • Turning a racist experience into a drive to complete a college degree
  • Studying psychology and early sales related experiences
  • Getting started in finance within banking and finding his first professional mentor
  • Finding wholesaling as a path to a new career
  • How to find a mentor and how to be a good mentee
  • Learning the craft of wholesaling
  • Discovering the power of public speaking

Episode Contributor Bios:

Marlōn Hall: https://www.linkedin.com/in/marlonehall/ ; https://www.diversityinwholesaling.com/

John Keavey: https://www.linkedin.com/in/johnkeavey/

 

 

 

]]> Fri, 18 Aug 2023 18:37:00 +0000 jkeavey@careerconnections.us (Marlon Hall, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/always-focused-on-the-outcome-a-conversation-with-marln-hall-part-1-0zekIrED Episode 8: Always focused on the outcome:  A conversation with Marlōn Hall. In this episode we discuss:
 

  • Marlōn’s early life experience growing up on Chicago’s South Side
  • A move out West seeking a new life and environment
  • Early career paths including carpentry and as a business owner
  • Turning a racist experience into a drive to complete a college degree
  • Studying psychology and early sales related experiences
  • Getting started in finance within banking and finding his first professional mentor
  • Finding wholesaling as a path to a new career
  • How to find a mentor and how to be a good mentee
  • Learning the craft of wholesaling
  • Discovering the power of public speaking

Episode Contributor Bios:

Marlōn Hall: https://www.linkedin.com/in/marlonehall/ ; https://www.diversityinwholesaling.com/

John Keavey: https://www.linkedin.com/in/johnkeavey/

 

 

 

]]> Always focused on the outcome: A conversation with Marlōn Hall (Part 1) Marlon Hall, John Keavey 00:44:43 In this episode I interview Marlōn Hall, a veteran wholesaler in the annuity space and the founder of the Association for Wholesaling Diversity (AWD). I was introduced to Marlōn recently and I found his personal career story very compelling and his work with AWD important to an industry that continues to struggle with diversity. Given the length of our conversation, this episode covers Marlōn’s career and our next published episode will address the AWD organization. In this episode I interview Marlōn Hall, a veteran wholesaler in the annuity space and the founder of the Association for Wholesaling Diversity (AWD). I was introduced to Marlōn recently and I found his personal career story very compelling and his work with AWD important to an industry that continues to struggle with diversity. Given the length of our conversation, this episode covers Marlōn’s career and our next published episode will address the AWD organization. false full 8 a393a6d9-8f7b-451b-a4c4-8b3954873e4f Leading with a passion for the business: A conversation with Michael Natate Episode 7: Leading with a passion for the business: A conversation with Michael Natate

In this episode we discuss the following topics:

  • Michael's early family influences teaching him the importance of financial awareness
  • What experiences in golf taught him about the importance of drive and competitiveness
  • Why athletes often make great salespeople
  • Breaking into investment management and the importance of finding mentors
  • Going from peer to manager and how to navigate that
  • Dealing with a period of unemployment
  • Importance of choosing to work with great leaders
  • Gauging passion for the business among sales candidates
  • Making a big leap from sales desk manager to Head of Distribution
  • Understanding "the house you live in"
  • The importance of professional patience with those that work for you
  • The ETF industry and what Michael sees coming in the future

Episode contributer bios:

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

https://www.linkedin.com/in/paul-michael-natale-jr-mba-5142b6a/

 

]]> Sun, 9 Jul 2023 16:26:26 +0000 jkeavey@careerconnections.us (Michael Natale, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/leading-with-a-passion-for-the-business-a-conversation-with-michael-natate-hmCZFIT_ Episode 7: Leading with a passion for the business: A conversation with Michael Natate

In this episode we discuss the following topics:

  • Michael's early family influences teaching him the importance of financial awareness
  • What experiences in golf taught him about the importance of drive and competitiveness
  • Why athletes often make great salespeople
  • Breaking into investment management and the importance of finding mentors
  • Going from peer to manager and how to navigate that
  • Dealing with a period of unemployment
  • Importance of choosing to work with great leaders
  • Gauging passion for the business among sales candidates
  • Making a big leap from sales desk manager to Head of Distribution
  • Understanding "the house you live in"
  • The importance of professional patience with those that work for you
  • The ETF industry and what Michael sees coming in the future

Episode contributer bios:

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

https://www.linkedin.com/in/paul-michael-natale-jr-mba-5142b6a/

 

]]> Leading with a passion for the business: A conversation with Michael Natate Michael Natale, John Keavey 00:57:04 Michael and I discuss the progression of his career in Investment Management from starting out as an internal wholesaler through overseeing the entire sales effort for a top ETF manager. We explore his early influences, athletic career, challanges faced and the impactful people he worked with along the way. Michael also shares his thoughts on effective leadership that has helped get him to where he is today. Michael and I discuss the progression of his career in Investment Management from starting out as an internal wholesaler through overseeing the entire sales effort for a top ETF manager. We explore his early influences, athletic career, challanges faced and the impactful people he worked with along the way. Michael also shares his thoughts on effective leadership that has helped get him to where he is today. false full 7 2bacefc7-ad88-4dc9-aa09-7f79dff369ed Effective internal wholesaler leadership: A conversation with Ryan Cullen & Mark Totten Episode 6: Effective Internal Wholesaler leadership: A conversation with Mark Totten & Ryan Cullen

In this episode we discuss the following topics:

  • Ryan and Mark’s paths to their current roles as sales desk leaders and why they do what they do
  • Recruiting for internal wholesalers
  • What they look for in candidates looking to join their teams
  • How they evaluate candidates throughout the interview process
  • Importance of post interview follow up
  • Common failures of candidates that don’t get the job
  • How to effectively onboard and train new hires to their teams
  • Ongoing coaching to develop top performers
  • How an internal can make an impact early in their tenure
  • Critical functions that internals fulfill in modern wholesaling
  • Differences in channel/advisor type that may impact your sales approach
  • How to effectively sell alternatives vs. conventional products
  • What can an internal do to cultivate a strong relationship with their external
  • What the best do well….what to emulate

Episode contributer bios:

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

https://www.linkedin.com/in/mark-w-totten-6719685/

https://www.linkedin.com/in/ryan-cullen-29610b7/

 

]]> Thu, 4 May 2023 20:40:00 +0000 jkeavey@careerconnections.us (Mark Totten, Ryan Cullen, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/effective-internal-wholesaler-leadership-a-conversation-with-ryan-cullen-mark-totten-qbKHDMC7 Episode 6: Effective Internal Wholesaler leadership: A conversation with Mark Totten & Ryan Cullen

In this episode we discuss the following topics:

  • Ryan and Mark’s paths to their current roles as sales desk leaders and why they do what they do
  • Recruiting for internal wholesalers
  • What they look for in candidates looking to join their teams
  • How they evaluate candidates throughout the interview process
  • Importance of post interview follow up
  • Common failures of candidates that don’t get the job
  • How to effectively onboard and train new hires to their teams
  • Ongoing coaching to develop top performers
  • How an internal can make an impact early in their tenure
  • Critical functions that internals fulfill in modern wholesaling
  • Differences in channel/advisor type that may impact your sales approach
  • How to effectively sell alternatives vs. conventional products
  • What can an internal do to cultivate a strong relationship with their external
  • What the best do well….what to emulate

Episode contributer bios:

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

https://www.linkedin.com/in/mark-w-totten-6719685/

https://www.linkedin.com/in/ryan-cullen-29610b7/

 

]]> Effective internal wholesaler leadership: A conversation with Ryan Cullen & Mark Totten Mark Totten, Ryan Cullen, John Keavey 00:59:58 Mark, Ryan and I discuss Internal Wholesaling as a function within Investment Management and the important aspects of recruiting, training and motivating a team of salespeople in this industry. We discuss how the role has evolved over the past 10+ years and the need to adapt as a manager to current market conditions to allow you to get the most out of your team. Mark, Ryan and I discuss Internal Wholesaling as a function within Investment Management and the important aspects of recruiting, training and motivating a team of salespeople in this industry. We discuss how the role has evolved over the past 10+ years and the need to adapt as a manager to current market conditions to allow you to get the most out of your team. internalwholesaler, salesleadership, #investmentmanagement, internalsales, wholesaler, alternatives, sales false full 6 4ff7e792-efd0-4b40-8a82-8c6ea29c388e Never Stop Learning: A conversation with Wayne Ewan Wayne and I discuss the following topics:

  • Growing up in Brooklyn, attending college and learning an early financial lesson through tragedy
  • Finding financial success but lacking fulfillment in trading
  • Making a big pivot in becoming a NYC school teacher
  • How being a teacher helped him build valuable skills while making an impact on his students
  • Embracing the entrepreneurial aspects of financial advisory work and early entrepreneurial work in his college years
  • How his background as a teacher was an asset as an advisor
  • Early lessons learned as a wholesaler
  • Taking a consultative approach in sales
  • How selling to RIAs is different than broker dealer advisors
  • The challenges and advantages of the wholesaler lifestyle
  • Advice for those considering a career in wholesaling
  • Diversity challenges in the financial services industry
  • Giving back

www.diversityinwholesaling.com

www.ewanfoundation.org

]]> Mon, 3 Apr 2023 16:47:36 +0000 jkeavey@careerconnections.us (Wayne Ewan, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/a-teacher-and-lifelong-student-a-conversation-with-wayne-ewan-6eeRkVdW Wayne and I discuss the following topics:

  • Growing up in Brooklyn, attending college and learning an early financial lesson through tragedy
  • Finding financial success but lacking fulfillment in trading
  • Making a big pivot in becoming a NYC school teacher
  • How being a teacher helped him build valuable skills while making an impact on his students
  • Embracing the entrepreneurial aspects of financial advisory work and early entrepreneurial work in his college years
  • How his background as a teacher was an asset as an advisor
  • Early lessons learned as a wholesaler
  • Taking a consultative approach in sales
  • How selling to RIAs is different than broker dealer advisors
  • The challenges and advantages of the wholesaler lifestyle
  • Advice for those considering a career in wholesaling
  • Diversity challenges in the financial services industry
  • Giving back

www.diversityinwholesaling.com

www.ewanfoundation.org

]]> Never Stop Learning: A conversation with Wayne Ewan Wayne Ewan, John Keavey 00:55:29 Wayne and I discuss his interesting career progression from starting in the business as a trader to working as a NYC schoolteacher, a financial advisor and now as an investment wholesaler . We discuss how these varied experiences have helped Wayne develop as a professional as well as how he continues to give back, helping others with a diverse background succeed in the industry. Wayne and I discuss his interesting career progression from starting in the business as a trader to working as a NYC schoolteacher, a financial advisor and now as an investment wholesaler . We discuss how these varied experiences have helped Wayne develop as a professional as well as how he continues to give back, helping others with a diverse background succeed in the industry. investmentmanagement, externalwholesaler, diversityinbusiness, sales false full 5 430588e7-d7b1-4e81-ac48-9404cb0609c7 Building a career with positive social impact: A conversation with SIbil Sebastian Patri Sibil and I discuss the following topics:

  • Early influences and growing up as a 1st generation American
  • Sibil's college experiences, learning from mistakes and finding her calling in Finance
  • How a chance interaction orchestrated by her father leads to her first job in the industry
  • Finding her footing in the industry and acquiring the CFA Charter & CAIA designation
  • Struggling with and emerging from a period of unemployment
  • Getting comfortable with raising one's profile in the industry
  • Becoming a podcast host
  • Taking opportunities to give back and to help make the industry more welcoming for people of diverse backrgounds

 

 

 

]]> Wed, 8 Mar 2023 21:12:25 +0000 jkeavey@careerconnections.us (Sibil Sebastian Patri, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/building-a-career-with-positive-social-impact-a-conversation-with-sibil-sebastian-patri-MxE26O4z Sibil and I discuss the following topics:

  • Early influences and growing up as a 1st generation American
  • Sibil's college experiences, learning from mistakes and finding her calling in Finance
  • How a chance interaction orchestrated by her father leads to her first job in the industry
  • Finding her footing in the industry and acquiring the CFA Charter & CAIA designation
  • Struggling with and emerging from a period of unemployment
  • Getting comfortable with raising one's profile in the industry
  • Becoming a podcast host
  • Taking opportunities to give back and to help make the industry more welcoming for people of diverse backrgounds

 

 

 

]]> Building a career with positive social impact: A conversation with SIbil Sebastian Patri Sibil Sebastian Patri, John Keavey 00:44:40 Sibil and I discuss her career progression from college student unsure of her path to finding her calling in the Investment Management indusry. We also discuss her experience navigating the industry as a diverse person and her efforts to affect positive change. Sibil and I discuss her career progression from college student unsure of her path to finding her calling in the Investment Management indusry. We also discuss her experience navigating the industry as a diverse person and her efforts to affect positive change. #careers, #corporatestrategy, #investmentmanagement, #financialservices, #diversityinfinance, #diversity, #inclusion, #productmanagement false full 4 30c00e71-1029-4752-9bd9-7c32dc209ccb "Management is a Calling", a conversation with Marie Dzanis Episode Notes

Marie and I discuss the following topics:

  • Creating your own career opportunity
  • Taking initiative and proving yourself
  • Why management is a calling
  • Write your own obituary
  • Evaluating career opportunities carefully
  • How to hire great people
  • Why diversity wins

Contact Marie Dzanis:

https://www.linkedin.com/in/marie-dzanis-cima%C2%AE-6b13414/

Contact John Keavey:

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

jkeavey@careerconnections.us

]]> Fri, 10 Feb 2023 15:45:00 +0000 jkeavey@careerconnections.us (Marie Dzanis, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/management-is-a-calling-a-conversation-with-marie-dzanis-AypqI8AK Episode Notes

Marie and I discuss the following topics:

  • Creating your own career opportunity
  • Taking initiative and proving yourself
  • Why management is a calling
  • Write your own obituary
  • Evaluating career opportunities carefully
  • How to hire great people
  • Why diversity wins

Contact Marie Dzanis:

https://www.linkedin.com/in/marie-dzanis-cima%C2%AE-6b13414/

Contact John Keavey:

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

jkeavey@careerconnections.us

]]> "Management is a Calling", a conversation with Marie Dzanis Marie Dzanis, John Keavey 00:42:20 Our guest is Marie Dzanis, Head of Asset Management, EMEA, Northern Trust Asset Management. Marie has built a highly successful career in Investment Management and she shares her thoughts on effective leadership, hiring and evaluating talent, navigating career opportunities and the importance of workplace diversity. Our guest is Marie Dzanis, Head of Asset Management, EMEA, Northern Trust Asset Management. Marie has built a highly successful career in Investment Management and she shares her thoughts on effective leadership, hiring and evaluating talent, navigating career opportunities and the importance of workplace diversity. leadership, management, etf, sales, investment management false full 3 641bfe08-6ea6-49ca-ac96-711caade5c9a From Baseball to ETFs, a conversation with John Swolfs John and I discuss the following topics:

  • The process of determining what you like and want to do
  • How the willingness to try new and different career experiences can benefit you
  • Taking something from each work experience along the way
  • Early days of the ETF Industry
  • Silver linings of a layoff
  • Stepping out of Investment Management to serve the industry differently
  • Creating your own job
  • Taking the leap to move overseas
  • An in-person business adjusts to the pandemic
  • Starting an entreprenurial venture
  • Rethinking how in-person events should be done

Contact John Swolfs:

john@advisorcircle.com

https://futureproof.advisorcircle.com

https://www.linkedin.com/in/john-swolfs-272b1142/

 

]]> Wed, 25 Jan 2023 18:17:37 +0000 jkeavey@careerconnections.us (John Swolfs, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/john-swolfs-gdIDph1U John and I discuss the following topics:

  • The process of determining what you like and want to do
  • How the willingness to try new and different career experiences can benefit you
  • Taking something from each work experience along the way
  • Early days of the ETF Industry
  • Silver linings of a layoff
  • Stepping out of Investment Management to serve the industry differently
  • Creating your own job
  • Taking the leap to move overseas
  • An in-person business adjusts to the pandemic
  • Starting an entreprenurial venture
  • Rethinking how in-person events should be done

Contact John Swolfs:

john@advisorcircle.com

https://futureproof.advisorcircle.com

https://www.linkedin.com/in/john-swolfs-272b1142/

 

]]> From Baseball to ETFs, a conversation with John Swolfs John Swolfs, John Keavey 00:43:07 Today I’m excited to introduce John Swolfs, someone I first met and worked with as a candidate back in 2007. John is currently a Partner with Advisor Circle, an influential and culturally relevant product studio working with innovative companies and the most prominent people in financial services. John and I discuss his career as he progressed from working in professional baseball through his work as a partner at Advisor Circle. Today I’m excited to introduce John Swolfs, someone I first met and worked with as a candidate back in 2007. John is currently a Partner with Advisor Circle, an influential and culturally relevant product studio working with innovative companies and the most prominent people in financial services. John and I discuss his career as he progressed from working in professional baseball through his work as a partner at Advisor Circle. false full 2 9ac706fa-ae03-4516-82d6-daf1bea90c70 How to navigate a major career pivot: A conversation with Adrienne Grace Adrienne and I discuss the following topics:

  • Learning  how to be a salesperson
  • Navigating a male-dominated industry
  • How to secure a mentor
  • Realizing you don't want what you think you did
  • The benefits of engaging with a personal coach
  • Taking the leap to pursue a passion
  • What is mindest and how to change it
  • Creating a positive mindset and overcoming fears

Contact Adrienne Grace:

Free Gift - 7 Mindset Traits of the Most Successful Advisors :www.FreeGiftFromGrace.com

 www.Adrienne-Grace.com

https://www.linkedin.com/in/adrienne-grace/

https://www.instagram.com/gracefully_adrienne/

https://www.youtube.com/channel/UC8c1Jys5oJFAYNk9WiTUIYA

Contact John Keavey:

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

jkeavey@careerconnections.us

 

 

 

 

]]> Tue, 17 Jan 2023 14:32:58 +0000 jkeavey@careerconnections.us (Adrienne Grace, John Keavey) https://gamechangers-with-john-keavey.simplecast.com/episodes/how-to-navigate-a-major-career-pivot-a-conversation-with-adrienne-grace-NXpc8D8y Adrienne and I discuss the following topics:

  • Learning  how to be a salesperson
  • Navigating a male-dominated industry
  • How to secure a mentor
  • Realizing you don't want what you think you did
  • The benefits of engaging with a personal coach
  • Taking the leap to pursue a passion
  • What is mindest and how to change it
  • Creating a positive mindset and overcoming fears

Contact Adrienne Grace:

Free Gift - 7 Mindset Traits of the Most Successful Advisors :www.FreeGiftFromGrace.com

 www.Adrienne-Grace.com

https://www.linkedin.com/in/adrienne-grace/

https://www.instagram.com/gracefully_adrienne/

https://www.youtube.com/channel/UC8c1Jys5oJFAYNk9WiTUIYA

Contact John Keavey:

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

jkeavey@careerconnections.us

 

 

 

 

]]> How to navigate a major career pivot: A conversation with Adrienne Grace Adrienne Grace, John Keavey 00:36:17 Our guest is Adrienne Grace,CFA, a mindset and high-performance coach as well as a corporate consultant. She specializes in helping ambitious financial sales professionals become leaders in their field, have million-dollar years, hit their five-year retirement goal, and more. Adrienne and I discuss her career path as a financial services salesperson to her decision to pivot and pursue a personal passion and turn it into a successful business. Our guest is Adrienne Grace,CFA, a mindset and high-performance coach as well as a corporate consultant. She specializes in helping ambitious financial sales professionals become leaders in their field, have million-dollar years, hit their five-year retirement goal, and more. Adrienne and I discuss her career path as a financial services salesperson to her decision to pivot and pursue a personal passion and turn it into a successful business. investmentmanagement, careerdevelopment, mindset, externalwholesaler, coaching, entrepreneur false full 1