

Founders' Forum
Marc Bernstein
Great business stories and great people come together on Marc Bernstein’s Founders’ Forum! Marc Bernstein sits down with business founders across the country to discuss their lives, successes, lessons, and their vision for the future. It’s all about the success they’ve earned and the lessons they’ve learned along the way. These are American success stories and they’re not done yet! Your Host, Marc Bernstein Marc Bernstein is an entrepreneur, author, and consultant. He helps high performing entrepreneurs and business owners create a vision for the future, accomplish their business and personal goals, financial and otherwise, and on helping them to see through on their intentions. Marc recently co-founded March, a forward-looking company with a unique approach to wealth management. He captured his philosophy in his #1 Amazon Bestseller, The Fiscal Therapy Solution 1.0. Marc is also the founder of the Forward Focus Forum, a suite of resources tailored specifically to educate and connect high performing entrepreneurs, and helping them realize their vision of true financial independence. Find out more about Marc and connect with him at marcjbernstein.com. Are you a visionary founder with a compelling success story that deserves to be shared with our audience? We're on the lookout for accomplished business leaders like you to be featured on the Founders' Forum Radio Show and Podcast. If you've surmounted challenges, reached significant milestones, or have an exciting vision for the future, we'd be honored to have you as a guest on our show. Your experiences and insights can inspire and enlighten others in the business world. If you're eager to share your journey and the invaluable lessons you've learned along the way, we invite you to apply here. Connect with us, and let's discuss the possibility of featuring you in an upcoming episode. Join us in celebrating your success and contributing to the legacy of the Founders' Forum!Securities offered through DFPG Investments, LLC (“DFPG”) Investment Advisory Services offered through Diversify Advisory Services, LLC (“Diversify”). DAS and DFPG are affiliated entities. March is unaffiliated with DAS and DFPG. Member FINRA/SIPCThe information provided in this podcast is for informational and educational purposes only and should not be interpreted as investment advice. The views expressed are those of the host and guests and do not necessarily reflect the views of Diversify or DFPG.
Episodes
Mentioned books

Apr 23, 2025 • 28min
How David Lopez Turned $500K Into $6.5M—During a Global Crisis
In this episode, David Lopez, founder of DL Metal Design, shares his entrepreneurial journey, revealing how he turned challenges into opportunities. Co-hosted by Sam Maddula Pharm.D, this conversation highlights David’s path from a beamline operator to business owner.David’s first business, a failed Quiznos franchise, became a $100K lesson that fueled his drive in the metal industry. Despite launching DL Metal Design in January 2020 amidst the pandemic, his lean startup model allowed him to thrive as industries recovered. By 2024, David projects $10-12 million in revenue, overcoming a 40% drop in 2023.David’s proactive response to the downturn is a key moment in this discussion. Rather than panic, he used the opportunity to restructure his company, hire key personnel, and build a management system that could operate independently of his direct involvement.Looking ahead, David envisions a $75-100 million diversified conglomerate. His strategy of balancing cash-flow positive units with his main company’s payment structure is key to his long-term vision.Key Takeaways:How David launched a steel business just before the pandemic—and why the timing worked in his favorThe hidden challenges of rapid growth and why working capital is everything in constructionSmart diversification strategies that balance risk and reward in uncertain economiesThe real reason sales lagged after early success—and how he fixed itWhy a downturn can be the perfect time to restructure for future scaleDon’t miss David’s advice on trusting yourself and acting sooner! Listen to the full episode to learn how to make your next big move in business.About David Lopez:David Lopez is the founder of DL Metal Design and a seasoned leader in the steel industry since 1997. He started as a beamline operator and worked his way up, eventually managing teams responsible for over $400 million in revenue. With a career spanning executive roles and industry leadership, David deeply values the mentors who have shaped him along the way. Outside of work, he is passionate about coaching youth sports and enjoys hiking, biking, and traveling with his wife and kids. With a B.S. in Business Management from Northeastern University, David brings experience, leadership, and a love for teamwork to everything he does.Connect:Website dlmetaldesign.comLinkedIn linkedin.com/company/dl-metal-designThis episode is brought to you by DL Metal Design; A Turnkey Steel and Glass Subcontractor You Can Trust. Visit dlmetaldesign.com to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Apr 16, 2025 • 31min
What You May Not Be Hearing About Bitcoin
Alex Pron, founder of Crossover Capital, shares his journey from Merrill Lynch to creating a firm dedicated to educating clients on Bitcoin and alternative investments. He discusses the alarming SEC fines against major financial institutions and the importance of independent advice in protecting wealth. The conversation highlights how AI is leveling the playing field for smaller advisory firms, allowing them to offer essential guidance. Additionally, Alex examines Bitcoin's growing acceptance by major players and the need for accessible resources for investors.

Apr 9, 2025 • 28min
The Future of Advertising: How Hikari Senju Uses AI to Drive Results
Can AI supercharge your advertising strategy? Hikari Senju, CEO of Omneky, reveals how generative AI is reshaping personalized content and driving real results for brands. With a background in computer science from Harvard and a lifelong passion for technology and art, Hikari’s journey to founding Omneky seems almost inevitable.In this episode, Hikari shares how his childhood experiences, cross-registering at MIT while at Harvard, and encountering early generative AI models sparked his vision to revolutionize advertising. He dives into the challenges of scaling Omneky, growing his team to 40 employees, and learning the delicate balance of delegation and leadership.Key Takeaways:Mastering the Art of Delegation: Why trusting your team is essential for scaling a business.Building High-Performing Teams: The three key traits Hikari looks for when hiring—high integrity, high curiosity, and high energy.AI as a Collaborative Tool: How Hikari envisions AI augmenting, not replacing, human creativity.Leadership Lessons: Navigating team dynamics, communicating strategy, and fostering continuous growth.Omneky’s Vision for the Future: Taking the company public by 2027 or well on the path to an IPO.Hikari’s story is a testament to blending innovation with purpose and scaling a company that empowers brands to leverage AI for maximum impact.About Hikari Senju:Hikari Senju is the Founder & CEO of Omneky, a generative AI company based in San Francisco that personalizes and orchestrates omnichannel creative content. Hikari previously studied Computer Science at Harvard, founded an edtech company which he sold to Yup.com and became its Head of Growth. Omneky, founded in 2018, has raised over $13M in seed from Softbank, AIX Ventures and Village Global. The company is the first mover in generative AI advertising, was the first generative AI company to pitch as a finalist at TechCrunch Disrupt, and most recently was highlighted in Jensen Huang's GTC keynote.Connect:Website omneky.comLinkedIn linkedin.com/in/hikari-senju-63780199X x.com/hisenjuThis episode is brought to you by Omneky; Smarter Digital Ads For Scale. Go to omneky.com to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Apr 2, 2025 • 1h
100 Episodes of Grit: Hard Lessons and Big Wins from Fellow Founders
In this milestone 100th episode celebration, we've assembled an all-star panel of previous guests to reflect on the journey so far, sharing the biggest lessons learned, unexpected challenges faced, and the inspiring stories that have shaped this community. This episode is filled with insights that not only celebrate how far we’ve come but also explore what’s ahead for entrepreneurs striving to build impactful businesses.Through candid reflections and thoughtful conversations, this episode highlights the pivotal moments that have defined the Founders Forum. We also dive into the evolving landscape of entrepreneurship and offer actionable advice for those navigating their own paths to success.Key Takeaways:The most impactful lessons learned from 100 episodes of conversations with successful founders.The mindset shifts that can transform how you approach challenges and opportunities.Finding and retaining talent, adapting to remote work, managing generational differences, and staying competitive in increasingly crowded markets.Their complicated relationship with artificial intelligence, where it can provide both opportunities and security concerns.Strategies for maintaining resilience during uncertain times and staying aligned with your vision.How embracing adaptability and change has led to unexpected breakthroughs.A preview of what’s next for the Founders Forum and how we plan to continue empowering entrepreneurs.This special episode is packed with practical strategies and real-world advice that can transform your approach to business. Plus, we celebrate YOU—our loyal listeners—who’ve been with us every step of the way.If you’ve loved the journey so far, don’t forget to rate, review, and share this episode with fellow founders. Let’s keep building a community where ideas, challenges, and victories are celebrated together.Meet the Panelists:Carl Fischer, Co-Founder of CamaPlanTina Hamilton, Founder and CEO of myHR Partner, Inc.Bobby Keyes, Founder and CEO, ELITE Salons & SuitesChris Lawson, Founder and Owner of Technician Find and Astute Social Media, LLC.Craig Lerch, Associate Broker, 2 X Icon Exp Realty InternationallyRay Loewe, Podcaster, Storyteller, World Traveler, and The Luckiest Guy in the WorldDawn Mahan, PMP, Founder & CEO of PMOtraining and Author of "Meet the Players in Projectland: Decide the Right Project Roles & Get People on Board" Ang Onorato, Founder of Living Oak LeadershipKeith Scandone, Co Founder and CEO of O3 WorldThis episode is brought to you by CamaPlan, A Different Way to Invest. Go to camaplan.com/foundersforum to learn more. And by The Satell Institute; the leading CEO organization dedicated to Corporate Social Responsibility. Go to satellinstitute.org to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Mar 26, 2025 • 29min
The $70M SEO Breakthrough: How Paul Downs Built a Global Brand
What if a single Google search could transform your small business overnight? That’s exactly what happened to Paul Downs, a custom furniture maker who went from struggling to find clients to building boardroom tables for the Pentagon, Federal Reserve, and even SEAL Team 6.In this episode, Paul shares his 38-year entrepreneurial journey, from launching his business with no formal training to navigating the highs and lows of running a company in a rapidly evolving market. His big break came in 2003 when a photo of his boardroom table unexpectedly soared to the top of Google’s search rankings. That moment of digital luck led to nearly $70 million in revenue and a client list spanning the globe. But success wasn’t always smooth—Paul opens up about the challenges of surviving the 2008 recession, a turbulent business partnership, and the evolving landscape of craftsmanship in a digital world.Key Takeaways:The Power of SEO: How a single well-ranked image can change a business forever.Resilience Through Challenges: Lessons from nearly shutting down during the 2008 recession.Modern Leadership in a Traditional Industry: Why Paul is rethinking management to attract the next generation of craftspeople.Adapting to a Changing Market: How video conferencing and shifting client needs are shaping the future of boardroom furniture.Paul’s story is a testament to the power of adaptation, perseverance, and digital opportunity. Whether you're an entrepreneur, a craftsperson, or a business leader, this episode is packed with insights on navigating change and seizing unexpected opportunities.Listen now and discover how a mix of luck, strategy, and resilience can redefine your business.About Paul Downs:Paul Downs started making custom furniture in 1986, after graduating from the University of Pennsylvania with a degree in engineering. His company employs 28 superb craftsmen, producing all of their work in Bridgeport, Pennsylvania.Connect:Website pauldowns.netLinkedIn linkedin.com/in/paul-downs-278bb96Instagram instagram.com/pauldownscustomThis episode is brought to you by CPR MultiMedia Solutions; A Full Service AV Event Solutions Provider. Go to cprmms.com to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Mar 19, 2025 • 30min
The Hidden Key to Business Success: Alan Claypool on Market Fit
What if the key to business success isn't just working harder but choosing the right market? Alan Claypool's journey from IT project management to entrepreneurship is a powerful lesson in the importance of business models, demand, and strategic pivots.After two decades managing complex IT projects, Alan founded TAC4 Solutions with a commitment to delivering results with integrity. But despite his expertise, his business was stuck in an unpredictable cycle—some years were highly profitable, while others left him without clients. The turning point? Realizing that a sustainable business depends on three factors: high market demand, low competition, and recurring revenue.Alan’s initial business—IT project management for insurance companies—wasn’t built for long-term stability. However, he had already started offering statutory accounting services, an area that perfectly fit his criteria. Every insurer needs this service regularly, there are few qualified providers, and the work never stops. By pivoting, Alan transformed his business into a steady, thriving company.Beyond strategy, Alan emphasizes the power of organizational culture. His approach—establishing clear behavioral ground rules—helped create high-trust, high-performance teams that outpaced competitors.Key Takeaways:The right business model is more important than talent or effort—look for high demand, low competition, and recurring revenue.Pivoting to a sustainable niche can make the difference between struggle and success.Company culture directly impacts business success—clear behavioral expectations lead to better teamwork and outcomes.Entrepreneurship isn’t just about sales skills; it’s about finding the right market fit.Tune in to hear Alan’s journey, the hard lessons he learned, and how you can apply these principles to build a resilient, profitable business.About Alan Claypool:Mr. Claypool is the President of TAC4 Solutions, which runs successful project implementations for insurance companies by instilling organizational health into a cohesive project team. Alan is also President of ARC Strategic Services that performs statutory accounting for insurance companies.Connect:Website tac4solutions.comarcstrategicservices.comLinkedIn linkedin.com/in/t-alan-claypool-6834205This episode is brought to you by Caregiver Smart Solutions; Aging-in-Place technology solutions. Go to caregiversmartsolutions.com to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Mar 12, 2025 • 31min
From Acting to AI: The Surprising Skills That Built Keith Scandone’s Business
What can the world of acting teach us about running a business? Keith Scandone, co-founder and CEO of O3 World, never expected that his background in acting would shape his approach to entrepreneurship. In this episode, Keith shares how vulnerability, creativity, and resilience—skills honed in the performing arts—became the foundation for his success in the competitive digital consultancy space.We explore the challenges of standing out in a saturated market, the evolving role of AI in business strategy, and the importance of strong partnerships. Keith also discusses how company culture is shifting in a hybrid work environment and why fostering collaboration between businesses and clients is more critical than ever.Key Takeaways:The unexpected ways acting prepares you for leadership and business successHow to differentiate your company in a highly competitive industryThe impact of AI on business strategy and decision-makingWhy the right business partnerships can make or break your successStrategies for adapting company culture to a hybrid workforceKeith’s journey offers valuable insights for entrepreneurs navigating growth, change, and the future of business. Whether you’re scaling your company, exploring AI innovations, or redefining your leadership approach, this conversation is packed with actionable advice.About Keith Scandone:Keith is the Co Founder and CEO of O3 World, a digital experience consultancy. O3 provides AI strategy + digital consulting, experience design and software development for enterprise organizations. In addition to overseeing O3's vision and strategy for the last 20 years, Keith also plays an active role in the community. He and his team have hosted several industry leading events, most notably, the 1682 Conference, which is an AI and Innovation Conference going on it's 3rd year this Fall in Philadelphia. Keith also serves as mentor for several owners and sits on the Compass Pro Bono non profit board in DC.Connect:Website o3world.comLinkedIn linkedin.com/in/keith-scandonelinkedin.com/company/o3-worldInstagram instagram.com/o3worldThis episode is brought to you by Join Talent; elevate your hiring capability. Go to jointalent.net to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Mar 5, 2025 • 28min
How Deborah Brandt Uses Creative Storytelling to Transform Small Businesses & Cities
Can creativity change the future of a city? In this episode, we dive into the power of storytelling, branding, and resilience with Deborah Brandt, founder of Fig Industries. As a leader in creative marketing and a champion for small businesses, Deb shares how Fig has helped revitalize local economies by connecting communities, supporting entrepreneurs, and fostering meaningful collaboration.We explore how Fig Industries, a certified B Corporation, has navigated economic downturns and the pandemic while staying true to its mission. Deb also shares her vision for expanding Fig’s impact to cities nationwide and how creative leadership can transform businesses and communities alike.Key Takeaways:The role of creativity in problem-solving and business success.How Fig Industries fosters local economic growth and community engagement.The challenges and rewards of leading a mission-driven creative business.Why resilience and collaboration are essential for long-term impact.How ethical business practices and storytelling drive meaningful change.Whether you're an entrepreneur, a creative professional, or someone passionate about community impact, this conversation will inspire you to think differently about leadership, branding, and the future of small businesses.About Deborah Brandt:Deborah Brandt, owner of Fig Industries, has a passion for creative communication and an unwavering determination to help small businesses, which she considers the heartbeat of any community. A certified B Corporation, Fig Industries is a design and marketing studio specializing in branding and communications. Deborah also founded Fig magazine—a champion for small businesses and impactful organizations—currently franchised in 3 locations and poised to help many more cities grow and thrive. Connect:Website figindustries.comfigmagazine.comLinkedIn linkedin.com/company/fig-industriesInstagram instagram.com/figindustriesFacebook facebook.com/figindustriesThis episode is brought to you by Fig Industries; meaningful and strategic brand development. Go to figindustries.com to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Feb 26, 2025 • 29min
From Silicon Valley Startups to IPOs: Daniel Dimitri’s Leadership Journey
What does it take to build a successful company in a competitive industry? In this episode, Daniel Dimitri, CEO of PharmaForce, shares his journey from Silicon Valley startups to leading a pioneering software company in the healthcare space. With experience at McKesson and Kaiser Permanente, Dan has navigated IPOs, corporate leadership, and the challenges of entrepreneurship—offering invaluable insights along the way.We discuss the realities of scaling a business, the lessons learned from startup culture versus corporate environments, and how to make strategic decisions in high-pressure situations. Dan also shares his perspective on leadership, the importance of company culture, and how Stoic philosophy has shaped his approach to business and life.Key Takeaways:The truth about startup IPOs—why success is built on adaptability, not a perfect plan.How Daniel transitioned from Silicon Valley to founding PharmaForce in the 340B pharmacy niche.The critical role of leadership and decision-making in scaling a business.How corporate politics differ from startup agility—and the lessons each can offer.The impact of workplace culture on long-term business success.Applying Stoic philosophy to leadership, decision-making, and personal growth.Daniel’s story is a must-listen for entrepreneurs, executives, and business leaders looking to navigate challenges with confidence and clarity. Tune in now for an insightful conversation on innovation, strategy, and leadership.About Daniel Dimitri:Daniel Dimitri is the Co-Founder and CEO of PharmaForce, bringing over 25 years of experience in the Healthcare IT industry. Throughout his career, he has played a pivotal role in two startup IPOs in Silicon Valley and has held executive leadership positions at major corporations, including Kaiser Permanente and McKesson. With a deep understanding of both the startup landscape and large-scale healthcare enterprises, Daniel is dedicated to driving innovation and efficiency in the industry.Connect:Website thepharmaforce.comLinkedIn linkedin.com/company/pharmaforcellcInstagram instagram.com/thepharmaforceFacebook facebook.com/thepharmaforceX x.com/ThePharmaForceThis episode is brought to you by The Satell Institute; the leading CEO organization dedicated to Corporate Social Responsibility. Go to satellinstitute.org to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.

Feb 19, 2025 • 28min
Entrepreneurship’s Toughest Test: Turning Setbacks into Success
What happens when everything you’ve carefully planned falls apart? In this episode, co-hosts Marc Bernstein and Ang Onorato turn an unexpected guest cancellation into a powerful conversation on resilience, adaptability, and the lessons that emerge from life’s disruptions. Drawing from personal experiences—including a business lost to fire, navigating health challenges while running a business, and overcoming financial hardship—they explore how setbacks often pave the way for growth and transformation.In this episode, Marc and Ang discuss:The peaks and plummets of entrepreneurship and how to navigate themThe power of vulnerability in leadership and client relationshipsLessons from personal crises and how they shape business decisionsWhy you don’t need to be perfect—just 1% ahead to make an impactHow to embrace uncertainty and turn setbacks into stepping stonesWhether you're an entrepreneur, business leader, or navigating personal challenges, this conversation is a reminder that resilience isn’t just about bouncing back—it’s about evolving.Tune in and join the conversation. And if you found this episode valuable, share it with someone who might need to hear it!This episode is brought to you by Heart + Paw, your pet’s wellness goes beyond veterinary care. Go to heartandpaw.com to learn more.📅 New episodes every Wednesday—hit “Subscribe” now!💬 Love the show? Let us know! Leave a quick rating & review here—your feedback helps us grow!📲 Stay connected with Marc Bernstein: ➡️ Follow on Instagram | LinkedIn | Facebook🎤 Got a success story worth sharing? We’re always looking for visionary founders to feature! Apply here to be a guest on the Founders' Forum Radio Show & Podcast.📩 Join our email list here so you never miss an episode.


