Board of Advisors Podcast

A fitting room you can skip, a brand story you can step into, and retail data you can finally measure. I’m talking with Javeen, founder of Spring AI, about “Glass” an immersive AI try-on mirror that lets shoppers see themselves wearing products inside the moment they actually want to live, not just under harsh store lighting next to a rack. We get into how Spring AI started as a professional AI vi...

If you’ve ever felt like you’re doing “the right things” but the money results still aren’t showing up, the missing piece might not be a tactic, it might be your operating system. We sit down with Marlon Mueller to unpack how mindset, intention, and daily habits shape your ability to build real wealth and financial freedom over time.  We talk about Marlon’s “Winning the Morning” program and why re...

You can build a wildly profitable company and still feel like you’re losing your life one “quick task” at a time. From the Ritz Carlton in Dallas at the Q1 Board of Advisors Summit, I sit down with George Rivera to talk about the trap so many high performers fall into: becoming cash rich but time poor, then calling it “providing” while your family quietly adapts to your absence. George shares a de...

Health care is getting more complicated at the exact moment patients need it to be simpler. We’re recording from the Ritz-Carlton Las Colinas in Dallas with Sam McGough of Discovery Medical Centers in Huntsville, Alabama, to talk about what “integrative care” looks like when it’s built for real people who are juggling pain, inflammation, chronic conditions, and insurance limits. We dig into a whol...

Pickleball can humble you fast, but money has an even quicker way of exposing what you do not know. I’m back at the Board of Advisors event with Acen Hansen from Legacy Integrated, and we get into the real mechanics behind modern wealth management, especially when the conversation moves beyond index funds and into alternative investments. We talk about what “alternatives” actually mean for a clien...

Tax bills rarely feel “mysterious” after you have the right numbers in front of you. They feel mysterious when bookkeeping is an afterthought, your P&L is basically a bank app, and tax planning only starts when your CPA emails a payment due date. From the Board of Advisors gathering in Las Colinas, Texas, we sit down with Matt Pearson of Excel Empire to talk about what proactive tax strategy a...

AI is getting installed everywhere, but leadership is still the bottleneck. From our live conversation in Dallas, we sit down with Abby Knowles, a 28-year Verizon technology leader turned advisor, to get honest about what’s changing as AI moves from hype to operational reality and why CEOs can’t outsource the learning anymore. We talk about the telecom industry from the inside: how fiber, wireless...

Your next client might meet you through a single photo, not your website. From the Ritz-Carlton in Las Colinas at our Q1 Board of Advisors event, I’m joined by Rosanna Shotwell of Shotwell Productions to dig into what professional event photography really does for entrepreneurs, executives, and growing brands and why “looking like you belong” is more than vanity. We talk about capturing real emoti...

He didn’t just leave his neighborhood to “make it” and move on. Rashad Jones Jennings came back with a blueprint, a tape measure, and a mission to build attainable homes where investment had been missing for decades. From the Q1 Board of Advisors Summit in Dallas, we sit down and get real about what it takes to turn community revitalization into a scalable real estate development business.  We wal...

Two million points and nothing to show for it? We’ve all been there, and it’s exactly why you need to talk with Paul Mattimoe, founder of Shopr Rewards. Loyalty programs should feel simple, but most are built around thresholds, confusing redemption rules, and “not now” restrictions that turn a perk into a headache. Paul brings a fresh perspective from decades in hospitality and guest experience, t...

Trust is shifting fast and buyers are choosing people over logos. From the floor of the BA event at the Ritz in Las Colinas, we sit down with Remy Davenport, who runs a social media firm built for a specific problem: super busy founders who need consistent organic short form video without turning their calendar into a content treadmill. We get into the real mechanics of building a founder-led pers...

Sales is soaring, leads keep coming in, and the business looks “successful” on paper but you still can’t answer the simplest question: where is the cash going? From the Q1 Board of Advisors Summit at the Ritz-Carlton in Dallas, we sit down with strategic CFO Cruz Gamboa to unpack the financial blind spots that quietly limit seven- and eight-figure founders, especially the ones who are elite at sal...

The fastest way to level up your business might not be another tool or another hire, it might be getting into the right room. From the Ritz-Carlton Las Colinas in Dallas, we talk with Board of Advisors CEO Jimmy Ralph at the Q1 Summit about why high-trust, high-quality networks create a real “force multiplier” for founders, executives, and operators who are tired of building alone. We dig into wha...

Getting scammed is painful. Getting scammed after you did “everything right” is devastating. At the Board of Advisors Summit, we sit down with Josh W. Kirk and trace the full arc from a brutal childhood and a 10th-grade dropout to global oilfield leadership and serious entrepreneurial wins, then to the moment fraud wipes out what he thought was permanent wealth. Josh breaks down how modern fraud a...

A decommissioned airplane that costs $3 million can hold $12 million in parts and that single fact opens the door to a much bigger conversation about how accredited investors find returns outside the public markets. We’re joined by Jeff Stock of Stock Alternatives to break down what alternative investments actually are, why access changes the opportunity set, and how to think clearly about liquidi...

A single bad health scare can teach you more about the healthcare system than a decade of “routine checkups.” From the Board of Advisors Q1 2026 Dallas Summit in Dallas, we sit down with entrepreneur and operator Benjamin Lee to unpack how his work in virtual health and wellness is built around one idea: patients do better when they actually understand what their labs are saying. We talk advanced...

A lot of people start a podcast hoping ads will show up someday. We take a different angle and it’s far more useful: turning podcasting into a client acquisition system, a personal branding engine, and a repeatable content machine you can actually sell. We’re live in Dallas at our Board of Advisors quarterly event with Leo Climaco, a podcast host and studio owner who has built a business around in...

A housing startup that began with three words on a blackboard now looks like a full-blown manufacturing platform. From the Ritz-Carlton Las Colinas, we talk with Jean Eidelman, CEO of Azure Printed Homes, about what it really takes to build housing faster, cheaper, and with less waste, without settling for boxy design or “prefab vibes.” If you’ve ever wondered why it feels impossible to get homes...

You can spend money on ads, build a beautiful landing page, and still lose the deal because nobody answers fast enough. We get real about where revenue leaks in phone-first businesses and why the gap is usually reachability, not demand. When a lead fills out a form and the follow-up lands in spam, or when a patient calls after hours and hits voicemail, the opportunity is already slipping away. We...

Gold at all-time highs, TV anchors begging for a pullback, and one trader saying the quiet part out loud: it might not come. From our Q1 summit at the Ritz-Carlton Las Colinas in Dallas, we sit down with James Cordier, known by many as the Commodity Options Maverick, to talk about what it really takes to navigate record-setting commodity markets. We get into the mechanics behind his calls, includi...

Stress doesn’t just make you feel overwhelmed. It can quietly train your body to live on alert, hijack your relationships, and keep old triggers running your day like background noise. We talk with Bob Gilpatrick, founder of Boomers for Every Young, to share a practical stress relief toolkit that goes beyond theory and into techniques you can actually try on your next stressful afternoon. We start...

The most dangerous kind of success is the one that looks perfect from the outside. George Rivera built his career in direct response marketing, rode the waves from direct mail to online growth, and scaled a supplement business into the kind of revenue most founders dream about. Then he hit a truth many high performers avoid: making more money didn’t fix the pressure, the long hours, or the feeling...

Your blood pressure can change in minutes when your mind finally feels safe. From a hospital-room story where a patient’s BP drops after a short meditation, we get into the real reason Dr. Kieran Dintiala, MD, “Dr. Calm,” keeps saying meditation belongs next to medication, not instead of it. We talk stress management in a way that’s practical and measurable. Dr. Calm explains why chronic psycholog...

A great brand can be built in a weekend. A great business cannot. That’s where this conversation with Rey Perez hits hard, because he’s lived both sides: the high-gloss “look successful” era and the quieter, more powerful season where your marketing finally matches who you are. We talk about how becoming a father changed Rey’s priorities and even his relationship with status, and why that personal...

Paying yourself well shouldn’t quietly weaken the company you’re building. From the BA conference in Dallas, we dig into a strategy for founders, CEOs, and highly paid executives who want to reduce taxes, protect business valuation, and create cleaner cash flow without taking on more investing risk just to “catch up.” We walk through a simple but eye-opening example: if a business pays $500,000 of...