Bridging Success

In this episode of Bridging Success, Bo Jakins interviews the Owner and Lead Designer at R. Nickson Interiors, Nicole Roe. Nicole shares her journey into interior design, discusses balancing motherhood and entrepreneurship, and explains how technology and AI enhance her business. She highlights the importance of creating personalized spaces that reflect clients’ stories and recounts inspiring clie...

In this episode of Bridging Success, Bo Jakins interviews the Co-Founder at Openvest, Justin Kuyper. Justin shares how Openvest is transforming retirement investing by offering a low-cost subscription model with hedge fund-inspired strategies, replacing traditional high-fee IRA and 401(k) options. He discusses building the platform with a global tech team, leveraging cloud infrastructure, and the...

In this episode of Bridging Success, Bo Jakins interviews the Founder at Capital Gains Tax Solutions, Brett Swarts. Brett shares how witnessing a client’s financial downfall during the 2008 crash inspired him to champion innovative tax deferral strategies, like the Deferred Sales Trust. He explains the importance of managing tax, cash, and debt flows, and discusses the massive wealth transfer from...

In this episode of Bridging Success, Bo Jakins interviews the CEO at Ironvest Financial Partners, James Mills. James shares his journey from sales and nonprofit work to leading his own financial firm, emphasizing the importance of financial literacy, resilience, and community impact. He discusses leveraging AI and custom CRM systems to help financial advisors scale their practices, and shares a cl...

In this episode of Bridging Success, Bo Jakins interviews the President of The Monterey Company, Eric Turney. Eric shares the company’s journey from a local promotional products shop to a trusted partner for Fortune 500 brands, highlighting its embrace of e-commerce, AI, and micro batch production. He discusses competing with industry giants, the rise of custom patches and ornaments, and the impor...

In this episode of Bridging Success, Bo Jakins interviews the President at Comprehensive Hospitality Solutions, Douglas Carpenter. Douglas shares his journey from finance to accounting, discusses how technology and automation—especially in invoice processing—have transformed his firm, and explores the role and limitations of AI in accounting. He emphasizes the importance of scrutinizing financial...

In this episode of Bridging Success, Bo Jakins interviews the Founder and CEO at IFGT Coaching/Consulting, Dr. Joseph Drolshagen. Joseph shares his journey from a blue-collar upbringing to executive leadership, emphasizing how subconscious beliefs shape business outcomes. He explains how his personalized coaching approach helps clients align their conscious goals with subconscious programming, lea...

In this episode of Bridging Success, Bo Jakins interviews the Fractional CFO, Kurt William Gerwitz. Kurt discusses his passion for financial education, his use of tools like QuickBooks and Excel, and his approach to authentic marketing and client engagement. Kurt shares insights on the emotional side of finance, the importance of data visualization, and his commitment to helping clients make bette...

In this episode of Bridging Success, Bo Jakins interviews the Founder and CEO at Mellow, Pavel Shynkarenko. Pavel shares how Mellow evolved from Solar Staff to a global leader in contractor management, automating compliance, payments, and documentation for freelance workforces in over 100 countries. He discusses Mellow’s integration strategies, the impact of remote and hybrid work, the rise of pro...

In this episode of Bridging Success, Bo Jakins interviews the CEO and President at Anago Cleaning Systems, Adam Povlitz. Adam discusses his journey from IBM to leading an international cleaning franchise, the company’s innovative use of technology—including their CleanCom platform and a new paperless CRM—and the responsible integration of AI. He shares strategies for growth, industry trends like s...

In this episode of Bridging Success, Bo Jakins interviews the CEO at Fiscal Advocate, Jon Morris. Jon shares his entrepreneurial journey from launching Rise Interactive to founding Fiscal Advocate, a company helping service-based businesses improve financial performance through data-driven insights and AI-powered tools. He discusses the evolution of Engine BI software, the challenges of integratin...

In this episode of Bridging Success, Bo Jakins interviews the Business Builder at Always Han, Young Han. Young shares his entrepreneurial journey, emphasizing the importance of building scalable systems, leveraging technology, and integrating work with personal life. He explores the impact of AI on business, the future of work, and the enduring value of relationships and soft skills. Young offers...

In this episode of Bridging Success, Bo Jakins interviews the President and Bilingual Telemarketing Trainer of Costa Rica's Call Center, Richard Blank. Richard shares his journey of building a call center in Costa Rica, highlighting the importance of human connection, positive workplace culture, and adapting to technological change. Richard covers industry trends, the impact of remote work, and Ri...

In this episode of Bridging Success, Bo Jakins interviews the President and CEO of Executive Help Now, Renee Hastings. Renee shares her inspiring journey from humble beginnings in an Amish community to leading a virtual assistant agency. She explores how her early experiences shaped her work ethic, the evolution of her business, and the transformative role of technology and artificial intelligence...

In this episode of Bridging Success, Bo Jakins interviews the CEO and Founder of RKS Design, Ravi Sawhney. Ravi shares insights from his career, including his work on the iconic Teddy Ruxpin toy and his human-centered design philosophy. Ravi covers the importance of understanding consumer needs, the evolution of design and innovation, and current projects at RKS Design. He also explains how simple...

In this episode of Bridging Success, Bo Jakins interviews the Global Credibility Expert, Executive Coach, Keynote/Commencement Speaker, Consultant, Advisor, and Evangelist, Mitchell Levy. Mitchell explores the importance of credibility in business and personal branding, emphasizing authenticity over the "fake it till you make it" mindset. Mitchell shares insights on building trust, being known and...

In this episode of Bridging Success, Bo Jakins interviews the Board of Directors Member and Board Chair at Rick Williams Leadership, Rick Williams. Rick discusses his diverse career, leadership philosophies, and his new book, "Create the Future." He explores the impact of technology—especially AI—on business strategy, decision-making, and team dynamics. Rick shares lessons from his professional jo...

In this episode of Bridging Success, Bo Jakins interviews the Founder and CEO of Mavens & Moguls, Paige Arnof-Fenn. Paige shares her journey from finance to marketing, her experiences in corporate and startup environments, and insights from building her own firm. She explores the importance of personal branding, authentic storytelling, and adapting to technology—including AI—in marketing. Paig...

In this episode of Bridging Success, Bo Jakins interviews the Co-Founder of Saltwater Marketing, Andre Savoie. Andre shares his journey from traditional agency work to specializing in digital marketing for outdoor and saltwater brands. He explores the evolution of digital marketing, the impact of AI, and the importance of authentic brand voice. Andre discusses building meaningful industry relation...

In the inaugural episode of Bridging Success, Josh Elledge of UpMyInfluence interviews the creator and host of the show, Bo Jakins. Bo is the founder and CEO of BridgeNet. Josh and Bo discuss the podcast's aim to connect with business leaders leveraging technology for innovation and growth. Bo emphasizes the importance of adapting to technological advancements, particularly AI, to stay competitive...