Board of Advisors Podcast

Your bloodwork can look “great” while you feel nothing like yourself, and that gap is where most people either give up or get sold the latest wellness trend. We sit down at the BA Q1 Summit to talk longevity the unsexy way: disciplined testing, clear protocols, and proof that something actually moved. Jeff Lutzi (Terra Rosa Family Office) shares how frustration with the traditional healthcare syst...

Retail keeps getting called “dead,” but we don’t buy it. What’s dying is the old model where stores win by stocking more stuff in bigger spaces. Andrew Pierce, CEO of Mint, joins us to explain why experience is now the real retail currency and how the most effective brands design moments shoppers actually remember. If a store can’t beat the ease of scrolling on a phone, it has to beat it with some...

Thirty minutes of your voice can do what a month of ads often can’t: make someone trust you. We’re joined by Leo Clamaco, creator of Out of the System and founder of a Fort Lauderdale podcast studio, to break down why podcasting works as relationship-first marketing and how founders can use it to meet the right people, earn credibility, and turn conversations into clients. We talk about the real m...

Want a portfolio that fits your life and not just the market cycle? We sit down with CEO Acen Hansen to unpack how a virtual-first wealth firm blends culture, service, and alternatives to create plans that feel stable, purposeful, and genuinely exciting. No minimums, real access, and a relentless focus on people set the stage for a different kind of investment conversation. We start with vision an...

What if loyalty felt like real money you could spend today, not points you might use someday? We sit with hospitality veteran and founder Paul Matimo to explore how Sharper Rewards transforms the rewards game by turning everyday purchases into instant, cross-brand cash back you can redeem on the spot. Paul’s path runs through three continents, decades in hotels and resorts, and a series of busines...

What if muscle loss, slow recovery, and rising inflammation weren’t inevitable with age? We sit down with Bob Gilpatrick, a former elder-care CEO turned health innovator, to unpack a practical blueprint for rebuilding strength and energy: calm the nervous system, feed the body with predigested substrates, and reawaken gene expression that powers youthful performance. Bob shares the origin story of...

What if seven minutes a day could change how your brain reads, remembers, and reacts? We sit down with Jeff Flam, founder of Infinite Mind, to explore how targeted eye training and high-speed reading drills reshape cognition for kids catching up and adults fighting brain fog. The story begins with Jeff’s own leap from 170 words per minute to 700+, then widens into a two-decade journey bringing dee...

What if cash flow could be engineered by design, not luck? We sat down with Dan to map out a simple, repeatable system that pairs Bitcoin mining yield, overfunded life insurance, and tokenized real assets to turn volatility into opportunity—and do it with clarity on risk, access, and upgrades. We start by demystifying tokenization with a real case study: a student housing project at Texas A&M...

Some rooms don’t just inspire you—they change your trajectory. Live from the BA event in Las Colinas, we swap stories with Jerry Conti about turning generosity into leverage, validating an Airbnb arbitrage idea in Phoenix, and scaling it into a multimillion-dollar operation that taught hundreds to replicate the play. You’ll hear the full arc: why transparent leases and triple net discipline matter...

What if calm wasn’t a rare mood but a daily habit that protects your health, your work, and your relationships? We sit down with Dr. Kieran—widely known as Dr. Calm—to trace a vivid arc from personal crisis to a practical system that makes stress manageable in minutes, not months. His story begins with a stalled medical path, a ticking visa, and a racing mind that suddenly went quiet, revealing a...

Ten years can transform a good idea into a powerhouse, and this conversation shows how it happened. From a lively morning at the Ritz-Carlton in Las Colinas, we break down the real engine behind Board of Advisors: culture that builds trust, structure that scales, and a community that pushes each other further than any single founder can go alone. Golf stories and a late-night poker round aren’t sm...

Some stories grab you by the collar. This one starts with sixteen years of opiates, heroin, and fentanyl, seven brushes with death, and a life lived behind masks—then pivots into a cross-country move, a fierce coaching standard, and a faith that rebuilt identity from the inside out. We sit down with Tommy to unpack how he went from isolating at home with a needle to leading in sales, growing a fam...

Ready to trade transactions for transformation? We dig into the mindset and mechanics of serving first, building trust in any room, and turning collaboration into a growth engine. AJ joins us to share how a small web studio evolved into a full-service marketing and custom software team by leading with identity, not tactics: be the partner before you pitch, remember the human details that matter, a...

If money alone built legacies, every inheritance would bind families closer. We’ve seen the opposite. So we take you inside the playbook that keeps love intact while assets grow: a values-first strategy backed by fair structures, open communication, and cash-flow design that stands for decades. We start with hard-won experience—a 34-year estate fight that taught us how silence and surprise tear si...

The room that tells you the truth is the room that changes your business. We mark ten years of Board of Advisors with a rare look behind the scenes: a former member becomes CEO, brings a battle-tested C-suite, and scales a community built on real accountability and even realer relationships. Joined by Carl Gould of Seven Stage Advisors, we dig into how a true mastermind works when it’s designed li...

Tired of chasing cold leads while warm ones slip away? We dive into a practical, scalable system for turning your existing customer list into a reliable growth engine using voice AI. From promo pushes to post-visit care, we map the conversations that actually move revenue: calling lapsed members with empathy, following up on quotes without awkwardness, and booking overdue appointments in the same...

Most investors learn cost segregation and depreciation early, then stop there. We sat down with Asen Hansen of Legacy Integrated to map the wider landscape: how to use retirement accounts as flexible wrappers, how to keep optionality when a 1031 upleg doesn’t pencil, and how to align taxes with the legacy you want to build. The goal isn’t to dodge the rules—it’s to use the rules as written, with i...

One brutal lesson in a student-managed fund set the tone for everything that followed: respect valuation, diversify intelligently, and never let groupthink steer the portfolio. From that wake-up call, we follow Jeff’s path into actuarial science, where modeling uncertainty and reserving for extreme events forged a disciplined lens on risk that now drives how we evaluate private deals, venture oppo...

Empty shelves, clogged ports, and relentless price hikes forced a reckoning: if we need reliability, we have to build more at home. We sit down with Matt Chang, founder of Chang Robotics and co-founder of the Chang Robotics Fund, to map the reshoring wave and the practical playbook for scaling U.S. manufacturing without doubling the workforce. From inventory placement and port limits to the nuts a...

A crowded Friday night bar, a declined invitation, and a second chance—that’s where Max Willett’s pivot began. What follows is a candid look at how he traded comfort for commission-only sales, learned to solve real problems for clients, and built a 620-person team generating nearly $300M in volume while staying grounded in values and service. We unpack the beats of that transformation, from the mo...

One conversation. One room. One relationship that changes the arc of a year. We sat down at a Q4 BA event in Las Colinas to unpack how a single stage moment turned into real partnerships, New York and Beverly Hills productions, and a shared mission to help founders build iconic authority through story, media, and lived experiences. Rhonda and Brian Swan open up about their path from corporate care...

The line between collapse and comeback is often just one hard choice repeated daily. We sit down with entrepreneur and MMA fighter Brian McNally to unpack how he built a healthcare staffing company from two laptops to eight figures, hit a wall in 2020 when hospitals paused elective care, and rebuilt both the business and himself by returning to values, aligning incentives, and choosing momentum ov...

What if the right room could change the arc of your business? We sit down at the Ritz Carlton during the 10-year milestone of Board of Advisors and open the playbook on how a small Tampa gathering of twelve pros grew into a national engine for collaboration, capital, and clarity. Jimmy shares the path from member to CEO alongside a seasoned C-suite, and why replacing a heroic-solo model with defin...

A rejection letter, a visa clock, and a mind racing at a million miles a second—then a five-minute audio that flips everything. We sit down with Dr. Kiran Dintila, known as Dr. Calm, to trace how a brutal setback became the catalyst for a new way to practice medicine and live. The story starts with stress at its peak and lands on a repeatable process for instant calm, better health, and smarter de...

What if short-term rentals felt as reliable as your favorite hotel—without losing the space, privacy, and personality that make vacation homes special? We sit down with developer and broker Jeremy Worley to unpack how he went from entering real estate in the 2008 crash to launching Victory Springs, a brand-standard STR community built on aligned incentives, data-driven pricing, and amenity-first h...