Wantrepreneur to Entrepreneur | Start and Grow Your Own Business

If you feel like you're constantly putting out fires in your business, struggling with efficiency, or just want a clearer path to growth, this episode is for you! Emily Spellerberg, founder and CEO of Emily Spellerberg Consulting, specializes in operations, systems, and continuous improvement for small to medium-sized businesses.Emily dives deep into how to streamline your business operations, empower your team, and make incremental improvements that lead to massive results. Whether you’re a solo entrepreneur or managing a growing team, you'll walk away with practical strategies to enhance your business's efficiency and long-term success.💡 What You'll Take Away For YOUR Business✅ Why "continuous improvement" is the secret to long-term business success✅ How to identify operational inefficiencies that are holding your business back✅ The power of hiring a strong manager or chief of staff to free up your time✅ How small business owners can delegate effectively without losing control✅ The role of automation (and why it doesn’t always mean AI!)✅ How to balance high-level strategy with daily execution to stay on track✅ Quick wins that can instantly improve efficiency in your business📝 About Emily SpellerbergEmily Spellerberg, founder and CEO of Emily Spellerberg Consulting. Her business is committed to enhancing operations for small-to-medium businesses through continuous improvement and a collaborative, embedded approach. With deep expertise in marketing, operations, and technology implementation, Emily delivers customized, results driven solutions tailored to the unique aspects of each client. 🎯 Emily’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs💬 "If you're thinking about starting your own business—believe in yourself and take the leap. You already have the skills and tenacity to succeed!"🔑 Key Takeaways from Emily’s Advice:✔ Trust your skills and experience—If you've been a high performer in your job, you can build a successful business.✔ Entrepreneurship is about solving problems—If you see a need, you can create a solution.✔ Growth happens outside your comfort zone—Taking that first step is always the hardest, but it’s worth it.📢 Memorable Quotes🗣️ "So many small business owners spend their day firefighting. The key is hiring the right people so you can focus on growth, not putting out fires." – Emily Spellerberg🗣️ "The best businesses create efficiency—not just in their operations, but in their decision-making." – Emily Spellerberg🗣️ "Automation isn't always about AI—sometimes, it's just about using the tools you already have more effectively." – Emily Spellerberg💡 Actionable Takeaways✅ Audit your business operations—Where are things breaking down? Start fixing the biggest inefficiencies first.✅ If you’re constantly firefighting, it’s time to hire a manager or chief of staff—This role can bridge the gap between vision and execution.✅ Leverage automation for efficiency—Look at your current tools and systems before adding new software or AI.✅ Set up regular check-ins with your team—Improve communication between leadership and staff to prevent breakdowns.✅ Define clear success metrics—Avoid “metric overload” and focus only on numbers that help you make better decisions.🔗 Links & ResourcesConnect with Emily on LinkedInFollow Emily Spellerberg Consulting on LinkedIn

If you've ever struggled to figure out how to bring your passions and expertise together into a thriving business, this episode is for you. Shefali Mehta is an economist, statistician, and entrepreneur who has built a career on applying diverse disciplines to solve real-world challenges.As the founder of Open Rivers Consulting Associates, Shefali helps businesses and nonprofits develop impactful strategies through data-driven decision-making, innovation, and a holistic approach. She shares how understanding resource allocation, prioritization, and adaptability can transform the way entrepreneurs approach problem-solving and success.This conversation will change the way you think about business, strategy, and personal growth—and give you tools to optimize your decision-making as an entrepreneur.💡 What You'll Take Away For YOUR Business🚀 Why resource allocation is more important than resources themselves (and how to use this mindset to maximize your impact)📊 How an economics-based approach helps entrepreneurs make better decisions under uncertainty🔄 Why being adaptable and open to reinvention is the key to long-term success in business🛠️ How to apply a systems-thinking approach to solve complex problems in your business🧠 Why a multidisciplinary mindset gives entrepreneurs a competitive edge📝 The power of pausing & taking inventory before making major business decisions📝 About Shefali MehtaShefali Mehta is an economist, statistician, and strategy consultant with over 20 years of experience applying data-driven insights to business, nonprofits, and government organizations. She is the founder of Open Rivers Consulting Associates, where she helps clients develop innovative, sustainable strategies.Her background spans economics, computer science, environmental research, and public policy, giving her a unique transdisciplinary approach to problem-solving. Shefali has worked with businesses, nonprofits, and government agencies to optimize resource allocation, improve decision-making, and drive long-term impact.🎯 Shefali’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs💡 "You can't do your best work unless you're taking care of yourself first."📢 Memorable Quotes🗣 “We live in a world of limited resources. Success isn’t about having more—it’s about knowing how to allocate what you already have.” – Shefali Mehta🗣 “Entrepreneurs who can pivot and innovate by drawing from multiple disciplines are the ones who will thrive.” – Shefali Mehta🗣 "Slowing down and taking inventory is not a waste of time—it’s a powerful business strategy." – Shefali Mehta💡 Actionable Takeaways✅ Reframe challenges as allocation problems, not resource problems—what you need is often already within reach✅ Adopt a systems-thinking approach—step back and analyze the big picture before making business decisions✅ Expand your perspective—draw inspiration from outside your industry to spark innovation✅ Pause and take inventory regularly—weekly check-ins on your goals, priorities, and energy allocation will improve long-term success✅ Be open to reinvention—your business and career will evolve, and that’s a good thing🔗 Links & ResourcesVisit Open Rivers Consulting Associates’ WebsiteListen to the Three Seasons of Open Rivers Navigators PodcastRead Open Rivers Consulting Associates’ BlogConnect with Shefali on LinkedIn

In this episode, Brian sits down with Andrew Zang, a law-trained real estate expert turned AI entrepreneur, who’s building bespoke AI systems with a focus on responsibility, privacy, and first-party data. Andrew is the founder of Bespoke AIR (Artificial Intelligence Review), where he delivers secure, on-premise, and hyper-specific AI tools designed for real companies—not just tech demos.What makes this episode powerful is Andrew’s unique lens: a fusion of real-world business experience, legal expertise, and a passion for creating practical AI systems that are accurate, ethical, and human-centric. Whether you’re curious about data privacy, responsible AI, or how to carve your lane in a crowded industry—this one will resonate.💡 What You'll Take Away For YOUR Business🤖 Why first-party data is the new frontier in AI—and how to use it to your advantage🛠️ The value of building your own tools when off-the-shelf ones don’t work🔐 Why on-premise AI is becoming critical for privacy, security, and control👨‍⚖️ How Andrew’s legal background gives him a strategic edge in building better AI💬 What “AI literacy” really means—and why your team needs training🔍 Why accuracy and ethics are non-negotiables in the next wave of AI🧠 How to blend subject matter expertise with technical teams to build smarter products📝 About the Guest Andrew Zang is a recognized authority in conversational AI, specializing in responsible AI deployment and workplace-integrated language models. As Lead Contributor and beta tester for platforms like Meta AI, he brings deep expertise in user experience, interface design, and ethical AI implementation. Andrew has led webinars and research initiatives across sectors including real estate, hospitality, government, and youth development, crafting bespoke, data-curated language models for niche industries.Before founding Bespoke A.I.R. (Artificial Intelligence Review), Andrew spent 13 years as a global corporate real estate and workplace solutions consultant, managing over 100 transactions exceeding $4 billion. His focus areas included site selection, change management, and portfolio optimization.He holds a J.D. and LL.M. in Real Estate from New York Law School. Andrew’s insights have been featured in Forbes, CIO Today, The New York Times, CEO Weekly, and Disruptors Magazine, cementing his reputation in responsible AI leadership.🎯 Guest’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs“Be yourself. Make everyone come around to how you think. Be responsible, be ethical, but always just be yourself.” – Andrew Zang📢 Memorable Quotes“Those who use AI will replace those who don’t.” – Andrew Zang “The output is only as responsible as the people reviewing it.” – Andrew Zang “You don’t need to be an engineer to lead in AI—you need to be an expert in your industry.” – Andrew Zang💡 Actionable Takeaways ✅ Audit where your company data lives—and how it’s being used in any AI tools ✅ Start training your team on AI literacy today—especially those less tech-savvy ✅ Focus on accuracy over hype when building or using AI systems ✅ Use your domain expertise to build or guide AI tools that are actually helpful🔗 Links & ResourcesVisit Bespoke AIR AI’s WebsiteConnect with Andrew on LinkedInFollow Andrew on Instagram

Government contracting is a complex, competitive, and highly lucrative industry—but Arthur Runno is changing the game. As the CEO of Turingon, Arthur is leveraging AI to streamline proposal writing and make federal contracts more accessible. With 20+ years of experience, billions of dollars in successful bids, and a background in the U.S. Navy as a cryptologic linguist, Arthur has a deep understanding of what it takes to win in this space.In this episode, Arthur shares how his AI-powered platform, Proposal Pilot, is helping contractors automate compliance, improve efficiency, and land more deals—all while navigating one of the toughest business environments. Whether you're in government contracting or any other industry, this conversation is packed with game-changing insights on sales, proposals, AI, and leadership.💡 What You'll Take Away For YOUR Business🚀 Why proposals are a sales finalization document—and how to close the deal before you even submit it🤖 How AI is transforming the way businesses compete (and how to use it without sacrificing security)💰 The secrets behind winning government contracts—what makes proposals both compliant and compelling🛠️ How to streamline proposal writing and bid on more contracts with less effort💭 Lessons in leadership from the U.S. Navy—how to build a winning team and make smarter decisions⚡ Why “getting in the arena” is the key to entrepreneurial success📝 About Arthur RunnoArthur Runno is the CEO of Turingon, an innovative AI-driven software company revolutionizing the government contracting space. With nearly two decades of experience in proposal and capture management, Arthur has led successful bids totaling billions of dollars. A Navy veteran and former Cryptologic Technician (linguist), he combines a strategic mindset with a passion for efficiency and innovation. At Turingon, Arthur is dedicated to creating cutting-edge solutions like Proposal Pilot, designed to simplify compliance and empower contractors to win more business in the competitive federal market.🎯 Arthur’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs"It’s not the critic who counts, but the man in the arena. If you want to be an entrepreneur, you have to get in the arena. Plan carefully, be strategic, but don’t let fear keep you from taking action." – Arthur Runno💡 Key Takeaways from Arthur's Advice:✔ You can’t win if you don’t play—the best entrepreneurs take calculated risks✔ Learn from both good and bad leaders—they all teach you what kind of leader you want to be✔ Surround yourself with people smarter than you—and actually listen to them📢 Memorable Quotes💬 "A proposal is a sales finalization document. If you haven’t built the relationship before submission, you’ve already lost." – Arthur Runno💬 "AI should enhance efficiency, not replace human connection." – Arthur Runno💬 "If you stop moving forward, you die. A startup is like a shark—it has to keep swimming." – Arthur Runno💡 Actionable Takeaways✅ Focus on the client’s problem, not your service—make your proposals about their needs✅ Use AI strategically—don’t just rely on generic tools like ChatGPT; invest in industry-specific solutions✅ Lower the cost of bidding—streamline your proposals so you can bid on more opportunities✅ Learn from failure—every lost contract is a lesson that makes the next proposal stronger✅ Think long-term—whether it’s your business, career, or leadership, always build with an exit strategy in mind🔗 Links & ResourcesVisit Turingon’s WebsiteConnect with Arthur on LinkedIn

In this episode, we dive deep into the power of data, technology, and accountability with Adam Serlin, founder of Independent Variable. Adam’s journey from working with at-risk youth in the justice system to leading a data-driven consulting firm is nothing short of inspiring. What started as a passion for improving community-based programs led him to develop cutting-edge data collection and analytics solutions that help nonprofits and government organizations measure impact and drive change.But this episode isn’t just about data—it’s about challenging the status quo, questioning impact, and making informed decisions that actually lead to better outcomes. If you want to learn how data can revolutionize your business or cause, this one’s for you!💡 What You'll Take Away For YOUR Business🚀 Why accountability is the missing piece in many industries—and how to build it into your business📊 How data storytelling can drive action, funding, and change in mission-driven businesses💡 The biggest mistakes organizations make when tracking and analyzing their impact⚙️ How to create affordable, scalable tech solutions without massive budgets🤝 Why collaboration and collective intelligence are the future of tech and social innovation💰 The problem with traditional SaaS models and how Adam is disrupting the industry with more accessible solutions🧠 How to separate effort from impact in your entrepreneurial journey📝 About Adam SerlinAdam Serlin is a performance management and innovation professional with nearly two decades of experience designing strategies for public good. After spending over a decade managing award-winning community programs for justice-involved youth and gun violence reduction, Adam became concerned with the lack of accountability in his contract work.This led him to develop software for better outcome analysis, launching his mission to deliver collaborative technology and data analytics to those addressing tough social problems in environments not built for transparency.Following a three-year Stoneleigh Fellowship at Johns Hopkins Center for Government Excellence, where he enhanced data-informed performance management in juvenile justice systems, Adam founded Independent Variable in 2020. Today, he leads a team of software developers and implementation specialists spreading his brand of social innovation nationwide, helping organizations leverage data to increase effectiveness and accountability in their service delivery.🎯 Adam’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs“Don’t confuse effort with impact.”📢 Memorable Quotes“We don’t just need more effort—we need better accountability.” – Adam Serlin“Technology should empower people, not extract value from them.” – Adam Serlin“If the people you serve had a choice, would they still choose you? That’s the real test of impact.” – Adam Serlin💡 Actionable Takeaways✅ Implement simple, trackable metrics to measure success in your business✅ Don’t just celebrate wins—analyze failures and improve based on data✅ Look for collaborative business models that create win-win solutions✅ Ensure your business solves a real problem—not just one that looks good on paper🔗 Links & ResourcesVisit Independent Variable’s WebsiteFollow Independent Variable on LinkedInConnect with Adam on LinkedIn

What if entrepreneurship could be a tool for preserving cultural heritage? That’s exactly what Nadine Zaza, founder of Culture Crate, is doing. With a background in architecture, human-centered design, and cultural strategy, Nadine has built a mission-driven business that brings intangible cultural heritage to life through experiential learning kits.In this episode, Nadine shares her journey from working with refugee educators to building a business that safeguards cultural traditions—all while successfully launching a crowdfunded Kickstarter campaign. Whether you’re passionate about mission-driven business, crowdfunding, or education, you’ll walk away inspired by her insights on building a purpose-driven brand that makes a lasting impact.💡 What You'll Take Away For YOUR Business🔹 How to turn your passion for social impact into a business model🔹 What it takes to run a successful Kickstarter campaign (and why it validates your idea)🔹 The power of human-centered design in product creation and how to use it🔹 Why storytelling is your most valuable marketing asset (and how Nadine leveraged it)🔹 How to ethically source materials and build a values-aligned supply chain🔹 The importance of co-designing with the communities you serve📝 About Nadine ZazaNadine Zaza is a designer, entrepreneur, and cultural strategist dedicated to preserving and celebrating global heritage through experiential learning. She founded Culture Crate in 2021, drawing from her experiences working with refugees, using design as a tool for social and cultural engagement, and her time at MIT, where she earned a Master of Science in Engineering and Management with a focus on human-centered design, entrepreneurship, and cultural preservation. With a background in Architecture and Design from RISD, she merges design thinking, storytelling, and business strategy to create impactful ways for people to engage with intangible cultural heritage. As an MIT-trained entrepreneur, she has built a mission-driven business, secured funding, and navigated the complexities of launching a social enterprise. She has pitched Culture Crate at SXSW EDU and successfully reached her Kickstarter funding goal, further solidifying her vision of making cultural traditions more accessible, interactive, and sustainable for future generations.🎯 Nadine’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs"The greatest power and impact you can have is through listening. Put your product down, put your vision down, and just listen."📢 Memorable Quotes🗣️ “Mission-driven entrepreneurship isn’t just a buzzword—it’s about co-designing with the communities you serve.” – Nadine Zaza🗣️ “Education and tradition can coexist—our role as entrepreneurs is to make that connection tangible and accessible.” – Nadine Zaza🗣️ “We don’t want to wait until cultural traditions are extinct to start preserving them.” – Nadine Zaza💡 Actionable Takeaways✅ Thinking of launching a product? Crowdfunding is a powerful way to validate market demand✅ Want to build a mission-driven brand? Co-create with the communities you serve✅ Struggling with marketing? Use storytelling to make your mission resonate✅ Looking to make an impact? Find ways to make tradition relevant and accessible for modern audiences🔗 Links & ResourcesMake a Pledge for Culture Crate in KickstarterFollow Culture Crate on InstagramVisit Culture Crate’s Website

In this episode, we dive into the future of wellness technology with Moses Kasozi, founder of Mulongo Inc. and the creator of Oseer, a groundbreaking wellness digital twin platform. Moses has a background in statistical analysis at the Federal Reserve Bank and deep experience in product management in the identity authentication and wearable tech spaces.Now, he’s leveraging AI and digital twin technology to help people optimize their health and wellness like never before. From his experience scaling startups to the lessons he learned after being fired (and how that pushed him into entrepreneurship), this episode is packed with insights you can apply to your own business journey.💡 What You'll Take Away For YOUR Business🚀 How being let go from a job became the fuel for Moses’ entrepreneurial journey🤖 What a “digital twin” is & how this technology is revolutionizing health and wellness💰 Why wearable tech is exploding—and how entrepreneurs can capitalize on this growing market📊 How to validate your idea by talking to real users before launching🛠️ The role of AI in hyper-personalized wellness and how it can drive better decision-making📈 Why storytelling is one of the most underrated entrepreneurial skills (and how it helped Moses land investors)⏳ How to balance short-term execution with long-term vision when launching a startup📝 About Moses KasoziMoses Kasozi is the founder of Mulongo Inc., a company building digital twin solutions to help users improve the utility of their prized assets. His latest product, Oseer, is a wellness digital twin platform that integrates AI and wearable data to give people real-time insights and personalized recommendations for improving their health.Before founding his company, Moses worked as a statistical analyst at the Federal Reserve Bank and later held key roles in product management for identity authentication and wearable tech. His diverse background and global perspective (originally from Uganda, now based in Colorado) have shaped his unique approach to problem-solving, innovation, and entrepreneurship.🎯 Moses’ BEST Piece of Advice for Wantrepreneurs & Entrepreneurs"If you have an idea—even if it will only make two people’s lives better—just start. Execution is everything."💡 Key Takeaways from Moses’ Advice:✔ Don’t overthink it—start small and iterate as you go✔ Talking to users is more valuable than any market research report✔ Entrepreneurship is hard, but if your idea solves a real problem, it’s worth pursuing📢 Memorable Quotes🗣️ "At the end of the day, entrepreneurship is all about solving problems. If you can make someone's life better, go for it." – Moses Kasozi🗣️ "Storytelling is key—if you can't explain your vision in a conversation, you're going to struggle to get investors, partners, and customers on board." – Moses Kasozi🗣️ "The best businesses don’t just track data; they make it actionable and meaningful for users." – Moses Kasozi💡 Actionable Takeaways✅ If you're building a product, engage with your potential users early and often—get real feedback!✅ Think about how AI can enhance personalization in your business, not just automate tasks✅ When pitching your business, focus on storytelling—not just stats and numbers✅ Stay ahead of market trends—wearable tech and AI-driven wellness are exploding🔗 Links & ResourcesVisit Oseer’s WebsiteFollow Oseer on InstagramFind Oseer on XConnect with Moses on LinkedIn

If you think business growth is just about making small tweaks, think again. Eli Glanz, founder of Workflow Architects, isn’t in the business of process improvement—he’s in the business of process reimagination. In this episode, Eli shares how he helps companies move from inefficient workflows to scalable, tech-powered growth systems. His unique first principles thinking and automation expertise challenge the way businesses operate, ensuring they’re not just optimized for today but built to scale for the future.This episode will change the way you think about automation, AI, and scaling your business.💡 What You'll Take Away For YOUR Business🚀 Why small optimizations won’t cut it—and how to rethink your business from the ground up🛠️ How automation can 20x efficiency and eliminate bottlenecks (without unnecessary complexity)🤖 The truth about AI in business—is it a feature or a product?💡 The one-question framework Eli uses to uncover inefficiencies in any business🏗️ How your business foundation determines your ability to scale🧠 Why reimagining from scratch (instead of improving) can lead to breakthrough growth📝 About Eli GlanzEli Glanz is the Founder and Process Engineer at Workflow Architects, where he pioneers the fusion of deep-tech automation with business strategy. With a relentless focus on solving hard problems at scale, Eli architects operational systems that allow companies to move from scattered inefficiencies to streamlined, tech-powered growth. His work challenges the status quo, ensuring that businesses not only run more effectively today but are structurally designed to thrive in the long run. By applying first-principles thinking to workflow automation, Eli is redefining how organizations approach scale, efficiency, and operational intelligence.🎯 Eli’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs"You can’t have multiple priorities. There’s only one priority."💡 Key Takeaways from Eli’s Advice:✔️ The word "priorities" didn’t exist before the 1900s—it was always singular✔️ Trying to juggle multiple priorities? You’re diluting your impact✔️ Success comes from focus. Define your one priority and execute relentlessly📢 Memorable Quotes"There’s always a way to get from A to B. The path doesn’t matter as much as the destination." – Eli Glanz"Most businesses focus on improving what exists. The real breakthroughs come from starting with nothing." – Eli Glanz"AI is not a bandaid. It’s a tool, and it only works when applied to the right workflow." – Eli Glanz💡 Actionable Takeaways✅ Want to scale? Eliminate inefficiencies before adding complexity✅ Don’t start with automation—start by questioning your workflows✅ Use AI as a feature, not a standalone product✅ If you feel stuck in your business, wipe the slate clean and rethink from scratch🔗 Links & ResourcesVisit Workflow Architects’ WebsiteFollow Workflow Architects on LinkedInConnect with Eli on LinkedIn

Marcus Blair, founder of Omega Business Solutions, joins us to dive deep into how entrepreneurs can use tech intelligently to scale. From custom AI deployments to process optimization, Marcus isn't just chasing shiny objects—he’s solving real business problems with tailored digital solutions. His story of launching a business during COVID, combined with his grounded approach to technology, offers a playbook for future-focused entrepreneurs. If you're overwhelmed by AI or tech trends, this episode brings clarity, strategy, and next steps.💡 What You'll Take Away For YOUR Business🔍 Why identifying symptoms isn't enough—and how to find the real root of your business problems⚒️ Why technology is only as good as the process behind it (and how to evaluate yours)🤖 The hidden risk of overusing AI—and how it can quietly erode your business’s uniqueness📉 How AI search is changing SEO (and how to actually get cited by AI tools like Gemini or ChatGPT)🧠 How custom AI deployments will give businesses a competitive edge—yes, even small ones💡 The importance of starting at the voice of the customer before building tech solutions🔁 Why relying on dashboards isn't enough—and how AI can give you real insights into customer retention and churn📝 About Marcus Blair Marcus Blair is the founder of Omega Business Solutions, a consultancy that helps medium-sized businesses align their operations with the right technologies. His company installs and supports tailored solutions—not one-size-fits-all software. With a background in Six Sigma and theory of constraints, Marcus blends deep operational expertise with a passion for helping businesses thrive in a tech-first world. He’s also a leader in conversations around AI’s evolving role in business strategy and execution.🎯 Marcus's BEST Piece of Advice for Wantrepreneurs and Entrepreneurs"Be a doer."Marcus urges aspiring entrepreneurs not to hide behind delegation. You can’t effectively lead what you haven’t done. Know your processes. Set expectations. Get your hands dirty.📢 Memorable Quotes“People expect things out of technology that they don’t expect out of any other tool.” – Marcus Blair “Overusing AI can homogenize your brand and erode what makes you unique.” – Marcus Blair “Every business will eventually have its own AI—just like websites in 1997.” – Marcus Blair💡 Actionable Takeaways ✅ Diagnose the root cause before choosing tools—avoid the "shiny object" trap ✅ Use AI to augment, not replace, your voice in content creation ✅ Go after long-tail keywords and specific customer queries in your SEO/content ✅ Explore custom AI tools tailored to your CRM, accounting, and customer insights ✅ Start at the end—with your customers’ needs—and work backward into solutions🔗 Links & ResourcesVisit Omega Business Solutions’ WebsiteFollow Omega Business Solutions on LinkedInFind Omega Business Solutions on FacebookSubscribe to Omega Business Solutions’ YouTube ChannelConnect with Marcus on LinkedIn

What if investing wasn’t confusing or intimidating, and instead it was simple, smart, and accessible? Eugene Yashin is on a mission to make that a reality through Holistico, a revolutionary platform that brings Wall Street-grade financial tools and AI insights to everyday investors. With over 20 years of experience as a portfolio manager and the founder of Signet Financial (a $1B+ advisory firm), Eugene shares his journey from managing billions to building technology that empowers individuals to build wealth with confidence.In this episode, Eugene reveals how AI is transforming finance, the psychology behind smart investing, and why long-term wealth building beats chasing quick wins – especially for entrepreneurs.💡 What You’ll Take Away For YOUR Business📈 Why financial literacy is a non-negotiable for entrepreneurs—and how to build it🧠 How to avoid emotional investing and make smarter money decisions🤖 How Holistico uses AI to simplify complex investing strategies (even for non-finance people)💼 Why long-term wealth building is essential (and often overlooked) for entrepreneurs💡 What the “Magnificent Seven” stocks can teach us about diversification & risk🔧 How to use tech & data to spot red flags in your business (or portfolio)📊 The power of forecasting, tonality analysis, and behavioral cues in financial decision-making📝 About the GuestEugene Yashin is a veteran portfolio manager, fintech founder, and the brains behind Holistico—a cutting-edge AI-powered wealth-building platform for individuals and advisors. With over two decades in the investment industry and leadership of a $1B+ advisory firm, Eugene combines deep financial expertise with an entrepreneurial spirit. His passion lies in translating complex financial models into simple, actionable insights for everyday people—bringing Wall Street to Main Street.🎯 Guest’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs“Follow your passion, do what you’re good at—and most importantly, enjoy what you’re doing.”💡 Key Takeaways:✅ You’re already choosing independence by being an entrepreneur—lean into work that excites you✅ Passion fuels perseverance through the highs and lows of building a business✅ Sustainable success comes from alignment between what you love and what you’re building📢 Memorable Quotes“Those boring long-term concepts? They’re not boring at all when they make you rich in the long run.” – Eugene Yashin“Entrepreneurs often forget—your business is not your retirement plan. Diversify your wealth.” – Eugene Yashin“AI gives us the power to decode what people don’t say… like a CEO’s tone during earnings calls.” – Eugene Yashin💡 Actionable Takeaways✅ Start investing early—even a small percentage of your business profits can build serious wealth✅ Use tools like Holistico to remove emotion from your investment decisions✅ Don’t fall for hype—evaluate investments through long-term fundamentals, not FOMO✅ Rein in risk: diversify your wealth beyond your business or startup✅ Ask better financial questions, and let AI tools like Holi give you clearer answers🔗 Links & ResourcesVisit Holistico’s WebsiteConnect with Eugene on LinkedIn