The Sea Captain Leadership Podcast

Are you ready to embark on a journey of reinvention and explore the untapped potential within you? Join us in this captivating episode as we dive into the world of Ray Collins—an award-winning TV news anchor who successfully transitioned into a thriving career as a global luxury realtor. Discover the transferable skills, strategies, and mindset needed to reimagine your career and unlock new opport...

In this captivating episode of the Sea Captain Way Podcast, Greg and Phil welcome Dave Thomas, a Founding Partner at Sea Captain Analytics and a Wealth Management Advisor at Northwestern Mutual. As they embark on a new partnership, Dave and Phil delve into the world of analytics-driven wealth management and share their vision for energizing top performers to achieve peak performance. Learn how ana...

Join Greg and Phil in this episode as they dive deep into the world of entrepreneurship with Steve Frankl, owner of Frankl Consulting, who shares his wealth of experience in the financial services industry and his journey of starting a thriving venture. Uncover the challenges faced by business owners when hiring non-revenue generating personnel and the indirect benefits they bring to organizations...

David DeCelle, President of Model FA Coaching, joins Greg and Phil to discuss strategies for improving the client experience and building an army of fans. David's coaching approach emphasizes the importance of growth, personal branding, and social media optimization to retain top talent. The conversation dives into the importance of elevating the client experience by intentionally advancing relati...

“Mission Prosperity” features the wisdom of John Prosperi, a financial services executive who has held leadership positions at top wealth management firms like AllianceBernstein, Fidelity Investments, and American Funds. John has been a pioneer and thought leader in developing the model of how these firms marketed their services to Advisors instead of directly to retail investors. KEY POINTS: ∙ &n...

Phil and Greg welcome special guests Heather Price and Sabine Robinson, who are former colleagues of Phil. Heather is a certified Master Coach and co-host of the Activity Coaching Conversations podcast, while Sabine Robinson is a renowned financial industry coach and author of the book Quick! The Cement is Drying .  Sabine emphasizes the important role of an activity coach in helping new...

Phil and Greg interview Amy Jamrog, an author, coach, keynote speaker, financial advisor, and the founder of Four Wings Consulting in “Cue the Confetti.” Amy has helped hundreds of families successfully navigate money conversations, create new possibilities, and take action toward their dreams in her 25-year financial services career. Amy discusses her latest book, " Confetti Moments: Everyda...

Are you ready to push beyond your boundaries and achieve profound personal and professional transformation? In this episode, executive coach David Shechtman shares his insights and expertise on achieving profound personal and professional transformation through mastering deep change. He works with CEOs, high potential leaders, and successful sales professionals on transforming their lives and...

Phil and Greg talk about the key to achieving peak performance in this podcast. They dive into the following topics: getting to know your audience, reflecting on times when you were operating at peak performance, designing an environment in which you have no choice but to perform, and tracking, or measuring, the appropriate metrics with a diagnostic tool. They also discuss how an individual can pu...

In the latest Sea Captain Way podcast, Mich Hancock, CEO of 100th Monkey, shares her insights on how social media reflects an organization's product, service, and culture. She provides great marketing tactics that businesses can use in 2023.   Emily Loeffelman, the Social Media Marketing Manager of 100th Monkey, discusses the effectiveness of video on social media platforms, citing that video...

In this episode, Phil and Greg are joined by John Wilson, who is an executive coach with over three decades of experience helping financial advisors take their practice to the next level. He is one of the first coaches at Sea Captain Coaching who was brought on board due to his talent, ability, character, and energy. John has a passion for songwriting and his songs have been used in TV shows, film...

In this episode, Phil and Greg interview Bob Teichart, a personal advisor and confidant to business owners, highly compensated salespeople, and senior level managers. He has more than 40 years of experience providing coaching in the areas of leadership, team building, sales growth, and personal productivity to help his clients achieve their goals. Bob paves the way for leaders to succeed by highli...

In this episode, Phil and Greg interview new SCC Coach Jessica Stenzel, a lifestyle coach and consultant who helps professional women step into the highest version of themselves. Her experience includes serving as the Chief Recruiting Officer for a Fortune 100 company. Jessica specializes on leading and helping women move the needle on their growth. Listen to hear Jessica discuss how to build...

In today's episode, Greg and Phil discuss sales prospecting in the new year. They explain that many advisors like to engage with prospective new clients at the beginning of the year, when individuals are analyzing how their financial plan performed the previous year. An advisor can bring value to discussions with a prospective client in this context by discovering what has changed for them goal-wi...

In this episode, Phil and Greg interview Coach Brian Smith, who has been the head coach of the University of Missouri (Mizzou) Wrestling program for 25 years. When he started, the program was in need of significant reform. He implemented a philosophy entitled “Tiger Style,” which helped turn things around. Tiger Style is all about doing the little things right, being respectful, and taking on lead...

In this episode, Phil and Greg interview SCC’s Executive Coach Chad Myers, who specializes in growth mindset, goal attainment, establishing positive behavior patterns, and clarifying core values to enhance personal and professional lives. He believes that company culture is driven by core values and that it's important to promote a healthy lifestyle and happy workplace as part of that culture...

Phil and Greg discuss the importance of gratitude in the workplace. They explain how expressing gratitude can build strong relationships with clients, and how it is particularly important as you wrap up your business year. Keypoints One of the key touchstones of Sea Captain Coaching’s practice is gratitude. SCC encourages its clients to embrace a spirit of gratitude by taking time to truly appreci...

In this episode Phil and Greg talk about Measuring Metrics/Charting Growth. Metrics are an important part of sales and marketing, and helps teams chart their growth and progress. By tracking metrics such as conversion rates, leads generated, and web traffic, teams can identify areas in which they excel and areas in which they need improvement. Metrics also can help identify opportunities for new m...

One of the greatest shifts financial advisors make in their practice is the point at which they move to running their firm. A priority at Sea Captain Coaching is helping clients understand how shifting from a monthly sales mindset to a quarterly CEO mindset allows for a more proactive execution of their business’s growth plan. It involves learning to let go and determining an organizational model...

Some changes are easy to make. For example, if you want to eat healthier, you can start by making small tweaks to your diet like adding more fruits and vegetables. However, it can be more difficult if they require changing long-held behaviors or beliefs. In this episode Phil and Greg talk about Shifting Behaviors/One-Degree Shift. They share how this can produce a big result for you over time.&nbs...

In this episode, Phil and Greg are joined by Alan Harlam, and they discuss Mastering Clear Purpose. Alan is an Executive Coach with Sea Captain Coaching as well as the founder of Alan Harlam Coaching. Alan’s coaching is based on a collaborative process that leads to learning, growth, and change. A key specialty of his practice involves focusing on social justice and helping clients who are working...

Life can be viewed as a journey with many different paths. What legacy will you leave behind? In this episode, Rabbi Cohen talks about how legacy is not just about what we leave behind when we die, but also about how we live our lives every day. By living our lives with intention and purpose, we can create legacies that will last long after we are gone. Thanks for tuning in. Keypoints Rabbi Daniel...

Building leadership and culture within a college football program is much like building it within your business or organization. Phil and Greg tackle this topic in this episode along with special guest Coach Eli Drinkwitz, head coach of the University of Missouri football team. Coach Drinkwitz shares his thoughts on how he became a coach, Mizzou’s team, and the upcoming football season.  Key...

In this episode, Phil and Greg are joined by Ellen Keithline Byrne of Her New Standard to discuss advancing women leaders. She provides an insight on what it takes to be a successful woman leader, and how to advance in male-dominated industries. In addition, Ellen talks about the challenges she has faced as a woman leader and how she has overcome them.  Key Points Ellen Keithline Byrne is the...

In this episode, Phil and Greg are joined by SCC Coach Chris George, and they talk about emotional intelligence. Emotional intelligence is the capacity to be aware of and manage one's own emotions as well as the emotions of others. Chris discusses how emotional intelligence can be used in personal relationships, in the workplace, and in other settings.  Key Points: Chris George is an accompli...