Tips from the Top with Joe Mallee

There’s no shortcut to mastery. In this episode, Kuldeep Madan, founder and CEO of Madan+, reflects on landing in the business by chance and the failures, mindset shifts, and mentorship that shaped his journey. From early struggles to building a standout career in the industry, he’s proof that persistence, not perfection, drives real breakthrough.

After the dot‑com crash, Sheryl Moore transformed a financial wake‑up call into a mission to educate others about life insurance and annuities. In this episode of Tips from the Top, Joe Mallee talks with the founder of Moore Market Intelligence about why storytelling matters more than ever in a data‑driven world. Sheryl shares how pairing data with lived experience helps advisors educate clients,...

If you’ve never crossed paths with Victor Goldman, you’ll want to after listening to this episode. The general agent of GoldBook Financial shares the stories that shaped his journey, from tough early days in the business to building a scratch agency grounded in culture, community, and purpose. A leap of faith sparked a cross-country move with his three sons, dog, and turtle that changed everything...

From Army service after 9/11 to financial services at Vista Wealth Solutions, Colin Waszkiewicz’s journey is packed with powerful insights. In this episode of Tips from the Top, Colin reveals how military discipline, wrestling, and mentorship shaped his approach to business—and life. Hear firsthand about overcoming early challenges, supporting clients through life’s toughest moments, and the value...

What happens when you dive into a career without a safety net? For Sahand Elmtalab of Central US, being “in over his head” became the catalyst for growth. In this episode of Tips from the Top, Sahand shares how embracing discomfort, following proven processes, and leaning on mentors transformed his near failure into a thriving practice. Listen for practical advice and inspiring lessons on resilien...

Follow Dakota Brizendine’s journey from humble beginnings to becoming co-general agent at Commonwealth Financial Group. Dakota opens up about the power of financial literacy, the importance of mentorship, and how embracing challenges fuels personal and professional growth. Tune in for insights on finding meaning in your work, tipping the balance where it matters, and amplifying your impact in busi...

Devon Reynolds shares how a career pivot from deaf education led to a thriving financial-planning practice. With her gift for clear communication and building relationships, she guides clients through life’s biggest decisions—whether it’s college planning, retirement, or navigating major milestones. Follow her journey co-founding Reynolds and Reynolds Financial Partners, evolving the business to b...

Discover how Alex Mendieta, president of Coastal Wealth Private Client Group, a division of Coastal Wealth, transforms individual strengths into collective success. Alex shares his journey from a family rooted in community service to leading one of Florida’s largest financial services firms. He reveals how a lucky mistake, team-first mindset, and passion for empowering others have multiplied the p...

Mary Grate-Pyos shares her journey from federal budget officer and syndicated columnist to a thriving career in financial services. She built her business at First Financial Group through seminar prospecting and a mindset rooted in positivity and purpose. After 21 years with MassMutual, the “Geek in Pearls” continues to blend her mathematical mind with a deep commitment to community—leading semina...

What happens when you walk away from comfort and bet on yourself? Jason Lettenberger of WestPoint Financial Group shares how two life-changing events pushed him to leave behind a stable career and step into the unknown. His story of risk, resilience, and redefining success on his own terms is a powerful reminder that embracing life’s most challenging moments can lead to the most rewarding outcomes...

A guest speaker in his college finance class changed the course of Brian Roberts’ life. Hear how he went from broke sophomore to earning $33,000 his junior year—and ultimately found his calling as a ‘servant leader.’ With uplifting energy, a deep sense of purpose, and heartfelt storytelling, Brian’s journey to become general agent of Synergy Wealth Solutions will inspire you to grow in your own ca...

Deanna Filosa of Charter Oak Financial left her engineering job—and steady salary—to take charge of her own success. An unexpected moment early on sparked her passion for working with doctors, leading her to launch the Physician Planning Group. Deanna reflects on embracing her entrepreneurial spirit to build the life she envisioned. She shares the advice she’d give her younger self and why she’s o...