The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life

Send us a text“Know yourself and do things that align with your unique abilities.” -Rocco CarrieroIn this episode of the Deep Wealth Podcast, renowned Wealth Advisor Rocco Carrero shares his expertise on wealth management, financial planning, and the balanced approach to life. Rocco, who has appeared on major media outlets and contributed to top financial publications, discusses his journey from observing business owners at his father's tailor shop to becoming a distinguished financial planner for business owners, CEOs, and entrepreneurs. 03:56 Rocco Carrero's Journey and Background07:38 The Three Chords Approach to Life and Wealth Management15:28 Insights on Balancing Life and Work18:09 The Importance of Exit Planning for Business Owners21:57 Family and Legacy Planning24:50 Choosing the Right Advisors31:37 Final Thoughts and Wrap-UpClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEPrivate Wealth Advisor | Rocco Carriero | MBA | MRPC@roccoacarriero / Xthreecordsapproach / InstagramThree Cords Approach / FacebookRocco A. Carriero, MBA, CRPC, APMA - Rocco A. Carriero Wealth Partners - Southampton, New York, United States | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Don be a go-getter. Be a go-giver.” -Avetis AntaplyanIn this episode of the Deep Wealth Podcast, we sit down with Avetis Antaplyan, founder and CEO of HIRECLOUT, one of Inc. 5000's fastest-growing companies. With a rich background spanning roles as an award-winning CEO, entrepreneur, advisor, investor, and more, Aventis shares his journey from managing a $5 million Rite Aid store at 19 to scaling HIRECLOUT into a global tech recruiting powerhouse. Avetis discusses his early entrepreneurial inklings, the importance of hiring great people, the role of AI in tech, and his podcast, 'Tech Leaders Playbook.' Tune in for valuable insights about leadership, building a successful team, and enjoying life's journey.00:00 Introduction to Avidus Antaplion and HIRECLOUT02:42  Avetis Antaplyan's Entrepreneurial Journey07:22 Transition to Recruiting and Founding HIRECLOUT10:12 Building and Scaling HIRECLOUT19:06 HIRECLOUT's Services and Vision24:18 Challenges and Insights in Hiring28:45 Challenges in Hiring29:27 Letting Go and Delegating30:39 The Importance of Alignment34:39 Choosing the Right Recruiter43:17 The Go-Giver Mentality47:36 Final Thoughts and Wrap-UpClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEHIRECLOUTPodcastAvetis Antaplyan - HIRECLOUT | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Drink raw milk for your health.” -Morley M. RobbinsJeffrey Feldberg interviews Morley Robbins, known as the Magnesium Man, creator of the Root Cause Protocol and expert on magnesium's role in health. Topics include misconceptions about iron, vitamin D, calcium, and other common supplements, and how these impact copper levels in our bodies. 03:16 Morley Robbins' Journey to Natural Healing05:30 The Root Cause Protocol Explained03:44 Iron Supplements: A Deep Dive27:08 Vitamin D3 Supplements: Myths and Misconceptions35:11 Calcium and Zinc Supplements: What You Need to Know51:11 Avoiding Synthetic Supplements01:07:39 Impact of Environmental ToxinsClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODERoot Cause ProtocolThe Root Cause Protocol • InstagramThe Root Cause Protocol | FacebookThe Root Cause Protocol | YoutubeMorley M. Robbins | LinkedInhttps://podcast.deepwealth.com/319https://www.westonaprice.org/Book: The Devil's Poison: How Fluoride Is Killing YouLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Understand your own voice.” -Julie PerkinsIn this episode, Jeffrey Feldberg welcomes Julie Perkins to discuss her entrepreneurial journey and share strategies for business growth, leadership, and navigating challenges. Julie draws from her extensive experience, offering practical advice on trust, purpose, vision, and resilience. Learn how embracing failure, aligning with your values, and understanding goodwill can propel your business forward.00:00 Introduction and Sponsor Message03:52 Meet Julie Perkins04:11 Julie's Entrepreneurial Journey06:06 Balancing Corporate and Entrepreneurial Worlds08:26 Dealing with Failure12:52 Importance of Trust in Leadership23:17 Goodwill and Purpose in Business36:40 Authenticity and Growth Strategies34:34 Adaptation and Resilience34:08 Final Thoughts and Wrap UpClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEWysemindsWyseminds (@wyseminds) • Instagram photos and videosJulie Perkins - Wyseminds | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Follow your dreams as early as possible.” -Greg AlexanderIn this engaging episode of the Deep Wealth Podcast, host Jeffrey Feldberg sits down with Greg Alexander, the founder of Collective54, to discuss the unique challenges, strategies, and rewards of building and scaling boutique professional service firms. Greg shares his personal journey, offers insights on differentiating between entrepreneurs and owners, and provides actionable advice on issues like hiring a CEO and leveraging AI to stay competitive. 00:00 Introduction to Greg Alexander and Collective5403:46 Greg Alexander's Journey: From Employee to Entrepreneur11:48 Collective54: Helping Firms Grow, Scale, and Exit20:33 Stages of Entrepreneurial Growth: Growth, Scale, and Exit29:54 Passion for Entrepreneurship35:42 The Importance of Peer Groups43:27 Advice for Service Business Owners49:50 Podcast Wrap-Up and Call to ActionClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODECollective 54Greg Alexander - Collective 54 | LinkedInBook: The Boutique: How To Start, Scale, And Sell A Professional Services FirmBook: Halftime: Moving from Success to SignificanceLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Work less and spend more time with loved ones.” -Eric BrotmanJoin us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With over 25 years of experience, Eric shares his journey from an English major to a financial advisor and successful entrepreneur. The episode covers the importance of financial literacy, the Deep Wealth Mastery Program, and succession planning. 00:00 Meet Eric Brotman: A Trusted Financial Advisor03:22 The Journey of Brotman Financial Group10:46 The Art of Business Valuation and Succession Planning17:34 The Importance of Open Communication and Employee Incentivization24:24 The Importance of Transparency in Business26:08 Building a Transparent Culture and Its Challenges30:14 Exploring the Themes of 'Don't Retire, Graduate'36:18 Final Thoughts and Resources for Listeners43:21 Closing Remarks and the Importance of Community EngagementClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEEric Brotman (@brotmanplanning) / XDon't Retire, Graduate.Eric Brotman - BFG Financial Advisors | LinkedInBook: Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any AgeLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Believe in yourself and don’t put off for tomorrow what you can do today.” -Nick WallisOn this episode of the Deep Wealth Podcast, host and nine-figure post-exit entrepreneur Jeffrey Feldberg discusses liquidity events and M&A transactions with Nick Wallis, a partner at Gerald Edelman. Nick shares his insights from over 15 years in finance, focusing on selling private businesses valued between 5 to 100 million.00:00 Meet Nick Wallis: A Finance Expert with a Story to Tell00:24 Deep Wealth Mastery: Transforming Business Owners' Lives05:10 The Importance of Speed in Liquidity Events16:09 Maximizing Business Value: Strategies and Success Stories27:22 Maximizing Saleability and Value: Key Strategies30:15 The Importance of Professional Representation34:31 The Power of Representation in Negotiations39:37 Dispelling Common Myths About Selling a Business42:50 Beyond Price: Other Critical Factors in M&A Deals48:37 Final Reflections and Advice for Business OwnersClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODENick Wallis | Gerald EdelmanNick Wallis - Partner | Deal Advisory | Corporate Finance | M&A | Pre-sale planning | Fundraising - Gerald Edelman | LinkedInMaverick Accountant Carl Lundberg Reveals How To Increase Enterprise Value For Your Liquidity Event (#316)Learn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Enjoy the journey as it’s the journey, and not the destination, that provides fulfillment and joy.” -Michael ButtlerIn this episode, Michael Butler, Senior Director at Footprint Capital, shares his extensive experience in buy-side and sell-side engagements. The conversation explores strategies to turn unsolicited offers into valuable market insights. Butler advises on key questions to ask potential buyers before signing NDAs and emphasizes the importance of preparation and running a competitive process. He also discusses his journey from CPA to venture capital and investment banking, demonstrating how diverse experiences can culminate in valuable expertise. 00:00 Meet Michael Butler: A Journey Through Finance and Investment00:35 Deep Wealth Mastery Program: Transforming Business Owners' Futures03:55 Welcome to the Deep Wealth Podcast with Michael Butler04:26 Michael's Story: From CPA to Investment Banking06:39 Insights on Investment: What Makes a Company Attractive?11:28 Leveraging Cold Calls for Business Advantage15:27 Navigating Conversations with Potential Investors20:01 Identifying Legitimate Interest vs. Telemarketing in M&A22:03 Navigating Business Sales: Strategies and Insights22:25 Maximizing Business Value: Key Questions to Ask Potential Buyers23:55 Leveraging Leverage: The Power of Preparation Before Selling26:36 The Art of the Deal: A Case Study on Doubling Sale Price31:09 The Importance of a Strategic Approach in Business Sales40:43 Reflections and Advice: Turning Experience into Wisdom45:50 Wrapping Up: The Value of Preparation and Strategic InsightsClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEFootprint CapitalMichael Butler - LifeSmart Education | LinkedInUnlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Join AJ Wasserstein, a Yale management lecturer and former entrepreneur, alongside a retired founder who discreetly sold his SaaS business, as they explore the emotional rollercoaster of life post-exit. They share candid reflections on identity crises, the gap between financial success and personal fulfillment, and the critical role of community in this transition. Discover practical advice on navigating this new phase, finding purpose beyond wealth, and embracing lifelong learning while building meaningful relationships.

Send us a text“What you think of yourself is the most important thing.” -Gina Mollicone-LongGina Mollicone-Long, a global expert on rapid transformation and breakthroughs, discusses her journey and techniques to help individuals and organizations unveil their true potential. Trained in engineering, philosophy, and blending science with spirituality,.05:26 The Power of Mindset: Gina's Journey to Success07:51 The Science Behind Success: A Deep Dive20:55 Gina's Personal Triumph: The Marathon Story26:27 Modern Solutions for Age-Old Problems: Gina's Approach32:41 Overcoming Limitations: The Journey to Self-Belief and Success47:16 Harnessing the Power of Social Media: A Tool for Personal GrowthClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEGina Mollicone WebsiteGina Mollicone / X - TwitterGina Mollicone-Long (@gina.mollicone) • InstagramGina Mollicone-LongGina Mollicone-Long - YouTubeGina Mollicone-Long -  LinkedInGina Mollicone (@ginamollicone) | TikTokBooks: Gina Mollicone Books in AmazonLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐