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Welcome to Executive Leaders Radio, your spot in the corner office,
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the radio show where executives share their secrets to success.
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Executive Leaders Radio.
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You're listening to Executive Leaders Radio this year host Herb
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Cohen and you We've got a great.
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Level of guess you're on our show, including Paul Marcowitch,
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partner at First Trust's Financial Resources, Marion Perry, founder and
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CEO of Arden Coaching, Super Barry, President of Saramount, and
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Michael Sharp, Founder and executive chairman of Sharp Financial. My
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co hosts today include Tom Gaherty Compass Point Family Business Consulting,
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Michael Sharp, Sharp Financial, Jason Rocker Breath Wait Communications, and
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David Di Stefano Arden Coaching. And let's get to know
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our first guest, Paul Marcowitch, partner at First Trust Financial Resources. Paul,
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what is first Trust Financial Resources? What are you guys doing?
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We help individuals and small businesses and make smart decisions
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with their money.
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Got you where you're from? How many brothers and sisters?
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And where are you in the pecking order?
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Huntington Valley, Pennsylvania, youngest.
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Of three and eight to fourteen? What's that list look like?
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What were you doing eight to fourteen eight to fourteen.
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I was a young kid, had a lot of friends,
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loved playing sports, had a grandfather that I looked up to,
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had good mom and dad as a as a family setting.
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How young were you when you were working as a
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waiter and what you learned as a waiter that has
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anything to do with what you're doing now with this
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as being the partner with First Trust Financial Resources.
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And once I was able to drive, waiter was my
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main job. I've just learned to work with people. Always
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loved people. The customer service aspect, I didn't know much
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about food. I learned the difference of decaf and regular
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when I tried serving my mom regular call, often at
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the wrong time of night, but just that interaction and
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customer service was a lot of fun.
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Got you, David, want to get me a hand? Get
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in the no poll please? Sure? Paul.
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In the green room, you talked about your dad was
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involved with financial literacy, so that obviously has some parallel
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to what you do. But your mom you talked about
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your mom being heavy into art. You know, tell me
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about the influence of art in who you are today.
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Sure?
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So the visual learning aspect, I think I'm a visual learner.
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I think most people are visual learners, and financial concepts
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are very complex to understand, so just helping to understand unpacked,
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difficult to understand concept and easy to understand formats using
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vision physical objects.
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I use a lot of stick figures.
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In boxes when we're talking to clients and really help
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people understand things from that lens.
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So as a fair say, that's like you know the
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storytelling aspect of financial planning very much.
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So, yes, Jason, Hey, you.
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Said you looked up to your grandfather growing up. What
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lesson did you take from him that you might use
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in your professional career today.
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Yep.
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At a young age, I knew I wanted to be
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an entrepreneur, but I really didn't know what that meant.
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And my grandfather was the closest person to me that
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owned a business. He owned an envelope business that he
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sold before I came to the picture. But he was
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the gentleman, he was the role model. He was the
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one that treated you to dinner. He read his newspaper
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every Saturday morning. So just seeing the way he carried
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himself and the way he lived was just someone that
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I wanted to be growing up. Didn't know how I
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was going to do it, but he was the guy
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I looked up to.
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Michael.
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Hey, Paul, I was curious with your sports background, particularly
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particularly in basketball, how that influenced not only your life
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but also in particular what you do in your career now.
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Ye, so basketball is my main sport.
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I loved playing on a team, loved winning, loved playing hard,
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and I think that translated into me as an individual
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professionally and personally, the competitive aspect to it, and always
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wanting to be part of a team and versus an
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an individual sport. And now with our group today, it's
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it's you play different roles. When you're part of a team,
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you help each other, and working collectively as a team,
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winning together is always exciting versus winning alone for me.
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M h Yeah, Paul, kind of playing off Mike's Mike's
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point there about basketball. You talked about literally wanting to
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be a pro basketball player as a kid, so big
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aspirations didn't turn out?
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How did that?
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How did how did all those aspirations translate to who
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you are today?
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Yeah?
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But as an eight year old, I looked up to
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Michael Jordan.
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But then when I realized I was, I was done
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growing at six feet tall. Basketball was not my path,
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so that was more of a pipe dream. And then
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you realize eventually you need to.
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Have a job. And but my job I've.
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Landed to by playing basketball with someone else who was
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then the president of the company.
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So basketball did.
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Take me on a path of my career through a
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different a different channel.
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David Paul, you mentioned I'd love to circle back to
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your first job. So how early or how young were
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you when you first started working and what did you
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do differently than the other kids maybe did in the neighborhood.
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Yeah, I would say around ten years old.
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My first job I can remember was shoveling driveways in
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my neighborhood and just to farms. And at that time
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I had a buddy who he would sleep over. If
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we knew there was going to be a snowstorm. You
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got the phone call that school was closed on the
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radio that you listened to, and we would walk around
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and knock on doors, and it turned into we had
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certain homes that they would expect us to come over.
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This is way before cell phones or internet, and you'd
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make some money walking around shoveling driveways instead of going
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to school that day.
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So you had a partner, and what did you do
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different than your partner? How did you guys compliment each other?
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It was my neighborhood. He would come over. We worked
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well together, and it was a lot of just doing
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things that other people didn't want to do. I was
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always always enjoyed working, enjoyed the aspect of making money
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through different ways.
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Again not knowing where this was going to.
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Lead in life, but just that activity of going to
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work and making money.
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I always found myself enjoying.
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Well, I'd usually asked this question, but what did you
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do with that money?
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You know, I probably bought some baseball cards. I didn't
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I when I'm thinking about it. We never really had
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a plan to do something bigger with the money. It
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was more the act of making the money was I'd say,
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more of what I drove towards.
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So I understand that you know you had a bar
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in Mitzvah, And how did your father What was the
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upside of that bar Mitzvah in terms of your dad
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and financial planning and so on and so forth.
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Yeah, this was great because I like to say today
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people either learn financial literacy the hard way, or your
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fortunes to grow up in a good housing setting. My
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dad purchased mutual funds, and back in those days before
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the internet, he made a binder and he had every
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quarter we got a statement, and he had it divided,
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and he would come into my room to show me
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what the statements looked like. And I had no interest
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in it made no sense to me. I didn't connect
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to me personally. But I realized years later there was
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seeds that were planted that now obviously blossomed in a
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different way.
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What were the seeds that were playing it? What are
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you talking about?
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The basic advocts of saving money, how money can grow
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for you, how investments can work for you, the other
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passive sources of income. So just that interest of that terminology,
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even mutual funds, investments. A lot of folks don't hear
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those words until their professional career, and they're already said behind.
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Having at a young age, I think just exposed me
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to language that otherwise I wouldn't have heard.
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So you become your father to your clients.
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I would say so, yes, and my own children.
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Yes.
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So when you're when you're sitting down with your clients,
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I mean you're not You're not a know it all
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kind of guy. I mean, you're certainly a team player,
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but you do you do play a fatherly role with
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with your with your wealth management clients, don't you. They're
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coming to you for advice, You've got to have answers
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or am I reading that role?
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That's right correct. I'm the financial primary care doctor. I'm
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the financial therapist. My job is more connecting with the
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person that I'm sitting across. What's important to them? Who
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are they? That's the hardest part, What is their real
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true passions? All the financial mechanics do it, I'd say
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is fairly easy with the team and the support that
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we have behind. But it's the harder question is knowing
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what does that make that person tick and personally? That's
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what I enjoy getting to know them, and then also
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as an entrepreneur, learning how other people make their money,
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how they grow, and then learning about their business by
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writing shotgun next to them.
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Wait a minute, you're telling me that you really enjoy
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getting to know your client. Didn't occur to you that
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the less time you spend with your clients, the more
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time you can spend with other clients. You're telling me
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you really enjoy getting to know them.
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I enjoy getting them now.
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Once you get to know someone, you get to know someone,
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but it does take time to hear those to pull
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back the layers of what's really under the hood, and
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that doesn't always happen on the first date together.
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Are you dealing with multiple generations in the same family.
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Sometimes sometimes we offer free financial planning to children of
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our clients. So part of my lessons of how I
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learned financial literacy, I want to make sure any children
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of clients of ours also have a phone number they
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can call. And the younger generation may not necessarily feel
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like they can call a financial advisor for whatever perceived notions,
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So we always offer that the children for free.
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And now you're telling me that if my son or
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daughter is interested in buying a car or a house.
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Or figuring out how to finance college, we can talk
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to you about that kind of stuff.
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Correct.
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We want our clients to know where the phone call
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to make when they have financial stress will help them out.
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Whether it's buying a car, whether it's how to buy
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how to finance a house, how do I finance my business?
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Do I buy life insurance? So you're like the quarterback
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for financial planning stuff. All the kinds of financial decisions
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I got to make that I haven't made before. Stuff
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you do all the time correct.
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And today with information overload, you could google anything or
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ask chat GBT, but you have no idea if that's
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personalized to you and the computer you're talking to who
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doesn't know you.
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Also, well, what's the website addressed for this organization known
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as First Trust Financial Resources f frpro dot com f
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frpro dot com. We've been speaking with Paul Marcowitch, who's
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a partner at First Trust Financial Resources here on Executive
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Leaders Radio. Don't forget to visit our website Executive leaders
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radio dot com to learn more about our executive leaders.
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That's Executive leaders Radio dot com to learn more about
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our executive leaders. We will be back in a moment
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right after this quick break. Don't go anywhere, I'll be
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right back. This is herb Co. When you're host at
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Executive Leaders Radio dot com. Regarding your career, if you're
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trying to figure out how to make the most money
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and also enjoy your career, that's enjoy your career, I mean,
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really enjoy your career and make the most money. Yout
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to talk to our CEOs. They've got the bird's eye
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view of where the really profitable jobs are, where the
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really profitable jobs are going to be, and they're willing
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to speak with you regarding their vision for the future
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and where you may fit into it. In order to
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make the most money and really enjoy your career, email
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us consult at Executive leaders radio dot com. That consult
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at Executive leaders radio dot com to get help from
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our CEOs regarding where you may want to go in
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your career to make the most money and really enjoy
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your career, consult at Executive leaders radio dot com. We're back.
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You're listening to Executive Leaders Radio. That's your host for
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Cohen and let's get to know Marin Curry, who's the
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founder and CEO of Ardy Coaching and Marion what is
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Art and Coaching?
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What are you guys doing?
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Art and Coaching is a leadership development firm. We make
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better leaders at all levels of the organization.
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Gotcha where you're from? How many brothers and sisters? And
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where are you in the pecking order?
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I'm from Northern New Jersey and I'm the oldest of three.
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Eight to fourteen. What's the list look like? What were
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you doing?
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Oh man?
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I was having a suburban childhood, going to school, paying attention,
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being a good student, but probably the outcast.
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I had loving parents.
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I started taekwondo when I was ten that I pursued
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till I was sixteen and got a black belt.
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Gotcha? What a mom and dad do for a living?
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Dad was a psychiatrist and mom was an artist.
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Gotcha? David? What do you give me a hand getting
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in the Marron place? Sure?
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Hi, Mareon.
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You mentioned you know, feeling like an outcast in school.
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Can you share with us why you felt that way?
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And then the second part of my question is how
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do you feel that influence to who you've become today
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as a supreme coach?
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I think I was unpopular because I was smart. I
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was an outspoken girl. I was unafraid to not be
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conforming to what everyone else was doing. I was expressive, creative,
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probably loud. And how did that impact me?
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Now?
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I think that those are some of the things it
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takes to be an entrepreneur. You have to be smart,
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you have to not worry about what other people think,
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and my dad paid a lot of attention to well,
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both my parents paid a lot of attention to how
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that impacted me. How being an outcast and unpopular impacted
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me and they took great care of me. And I
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think that part speaks to what I do today, that
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I really care about the individuals and how things impact
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them and then how they show up as a result
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of that.
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Jason, you said you got a black belt in taekwondo.
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To do that, you must have had some great coaches
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along the way. Tell me about a coach that you
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really looked up to and how that influences how you
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coach others today.
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Yeah. So his name was Gary.
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He was one of the three black belts in the
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school I started with, and he went elf to start
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his own school and brought me with him, And you know,
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I learned about practice and hard work, commitment, having courage,
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and I think the merit that he saw in me
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something at you know, thirteen, probably at that time that
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I was able to train the adults and teach the classes.
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I think that that amount of respect that he showed
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was really influential for me.
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Michael Marriage staying with the martial arts, I was wondering
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with the commitment and discipline and dedication you have to
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have to succeed in martial arts, how and what kind
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of impact has that had in your life and specifically
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with your career.
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Again, I think it's the aspects of being entrepreneurial, you know.
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I mean I had a place to go and take
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my energy and be good at something that was not
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what everyone else was doing. You know, I wasn't there
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with a whole bunch of kids in my class. I
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was totally on my own and doing that because it
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was something that I valued. And I think that that
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kind of north star as an entrepreneur is really important
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doing the thing that's important to you, putting in the
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hard work, putting in the effort, learning as you go,
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making mistakes, and having great coaching and mentorship. I think
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all that's what I do now.
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Well, yeah, Mary, I'm fascinated with all your leadership work
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in the organization and that you're working through all levels
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let's say of leaders or emerging leaders in the organization,
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but those executive leaders. What was it about some of
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the people the leaders in when you were younger, or
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your coaches or teachers that you saw that were gaps
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that you now are helping fill in these executive leaders
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you're working with.
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Yeah, you know, I was really fortunate I didn't have
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leaders that had a huge amount of gaps, at least
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in my young eyes, you know.
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I mean I had teachers who believed in me.
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The ones that were really influential are the ones who
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spoke to me and spoke to the best parts of
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me and believed in me, respected me, and weren't condescending,
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but really taught me to believe in myself and trust myself.
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And as someone who wasn't popular, that was a really
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important message.
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So I had great examples.
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Do you find executive leaders don't believe in themselves.
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I think there's a lot of imposter syndrome. I think
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often they don't believe in themselves, and I think it's
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hard for them to sometimes relate to others. You know,
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they've had their own journey to get where they are
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and then to turn around and look at their teams.
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You know, I think we all believe that other people
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are more secure than we are, and so we look at.
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Ourselves and see imposter syndrome.
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But we look at others and see confidence and executive presence,
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and we still have to speak to that inner part
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of them that can also be fragile.
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David Maarn, what did you do before you started.
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Arden about seventy five other things. I mean, Arden's eighteen
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years old. But before that, I ran a national championship
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dance competition team. I was a professional actor doing Shakespeare
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around the country. I ran an event management company that
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someone else owned, and then started my own. I helped
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on the IPOs for like Blackstone and Genworth Financial, So
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it's quite a diverse range.
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What's all that's above have to with what you're doing
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with thorg and coaching?
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Though, I've always been fascinated in who people are as
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human beings, and so my degree is in cognitive science.
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I've been studying the brain since I was eighteen, and
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that combined with acting, where you get to get inside
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someone's brain and then work with people in all these
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different ways. To me, it's all about who we are
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as human beings and making the most of this journey.
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Filas.
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Yeah, you know you had said when I asked you
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about what gaps did you see in some of the
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leaders or coaches or teachers when you're younger that you're
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bringing to execs today, And he said, I really had
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good examples. So in retrospect, looking back at some of
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those examples, what are things that you're helping the leaders
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you're training today, the coaching you're doing today, from what
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you learned in your younger years.
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We recognize the humanity of the people that we work with,
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both the individual leader we're working with, but also helping
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them recognize that in other people. I think if I
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look at how my parents were with me, or how
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my teachers were with me, or that taekwondo coach, I
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think it's about recognizing who the person is and not
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treating them like their job title or like their.
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Position like kid.
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You know, you treat them as the up and coming
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leader that you see as their potential.
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I think those qualities are what we try and bring now.
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You mentioned earlier we were speaking that you're a mom,
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and you smiled. It just felt like you're really proud
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of being a mom. Why why do you think you're
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such a good mom.
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I'm fifty five and I had my kids when I
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was forty seven and fifty.
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Maybe the tenacity to not give up. It took a
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lot to have them, and.
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I just can't imagine doing this at like twenty five
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or thirty. Kudos to everybody who does, because I feel
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like I have so many more life tools to use
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as a mom now than I would have earlier, and
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I'm just so grateful that I get to share those now.
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So why do you think you're an awesome mom?
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Because I treat my kids like respected people and they
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have things to learn. They're not adults, you know, they
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still have a bedtime and have to eat their veggies
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and all those things.
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But you know.
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I really want to listen to them and hear their
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perspective and understand that they have a full emotional life
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even at four and seven.
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Well, what's the difference between your kids and the way
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you treat your clients.
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Hopefully I use better, more advanced language with my clients
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than I do it, but.
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It sounds amiliar. You're really looking to understand the individual,
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whether whether it's for business coaching or whether it's your kids.
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Well, you understand the individual, and I think, you know,
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I haven't thought about it till just now, but I
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think that the partnership that we have as a coach.
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You know, we're not a teacher. As a coach, we're
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a guide and a partner. Because we don't think, oh
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I know everything and you don't know anything. That's not
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the stance of a coach. The coach is here, let's
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go together. I can ask some challenging questions and push
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you and help you grow, and challenge you and believe
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in you. But I don't know you better than you
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know yourself. And I think that's the same with parenting.
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What's the website address for this art and coaching.
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Ardencaching dot com a ard ncoaching dot com.
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It's being with Maren Curry, founder and CEO of Art Coaching.
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Here on Executive who Wage Radio is don't different? Visit
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our website Executive leaders Radio dot com we learn more
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about our executive leaders. It's Executive leaders Radio dot com
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to learn more about our executive leaders. When back at
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a murmer right here to this quick break, don't go anywhere,
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be right back. We're back.
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You're listening to Executive Leaders Radio this year host Herb
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Cohen and let's get the note, Sup Hop Barry. Who's
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president of sorrow Mount Suppap? What is Sarah Mount? What
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are you guys doing?
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Sarah Mount is a broad based talent services company. We
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focus on building high performing workplaces. We partner with over
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six hundred organizations. We solve today's talent problems.
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And you're about one hundred and sixty people. If I
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remember correctly where you're from, how many brothers and sisters?
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And where are you in the pecking order from India?
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I'm one of three, I'm the oldest.
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Got youa eight to fourteen? What's the list look like?
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What were you doing eight to fourteen?
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Having a lot of fun, studying hard, reading a lot
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of books, horsing around and playing with all my cousins
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and trying to live up to the family's expectations.
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Ah and David to give me a hind with sure.
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Sure, but what we What were your family's expectations of
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you as you grew up?
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Well, I grew up in a very conservative South Indian family,
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so studying hard, doing well at school, learning how to cook,
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and making a good marriage, all right?
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And how early in your in your life did you
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know those expectations?
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We grew up knowing that because that's what happened to
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everybody else around me. My mother was the first one
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in her extended family to go to university to get
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a degree, and I was the first one to be
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able to leave the country for an advanced degree in
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the United States.
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Fantastic, Jason, Yeah, so you talked about reading as a
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big part of your childhood. Tell me maybe about your
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favorite book and what you learn from from your favorite
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character in those books.
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Well, my favorite author was a British author called Enid Blyton,
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and I think I read every book she ever wrote,
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and I think I did that by the time I
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was ten or eleven, and I lived vicariously a very
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Western life through reading those books. These were about the
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secret seven was seven kids growing up in a neighborhood
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and having all these amazing adventures. So lived life as
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though I could do that.
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But in India.
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Nice Tom, Yeah, you had talked earlier about you know,
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as a kid in India, growing up in India, that
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it was to be seen not heard, And I'm curious,
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you know how your work today, how does that influence
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what you do.
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It's really interesting because being seen and not heard did
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not mean you didn't observe. You actually had a lot
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of time to pay attention to people and their actions
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and their behaviors. And so learning to do that as
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I was growing up has allowed me to be able
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to focus on people who often get left behind, which
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is a focus in supporting talent in workplaces. You have
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to pay attention to those that are not sort of
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the loudest voice.
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In the room, Michael sub I think something that I'm
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very intrigued by is coming to another country at twenty
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years old.
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00:25:30.200 --> 00:25:33.880
How you're able to navigate the culture that you came
498
00:25:33.920 --> 00:25:37.440
from to a culture of another country, so much so
499
00:25:37.599 --> 00:25:40.599
that you could run one hundred and sixty person organization.
500
00:25:42.359 --> 00:25:45.039
Well, when you again come to a new place, you
501
00:25:45.119 --> 00:25:47.559
have to be observant. You look around to see what
502
00:25:47.599 --> 00:25:50.160
the culture is about. And of course, in this country,
503
00:25:50.200 --> 00:25:53.599
it all revolves around sports. And even though I didn't
504
00:25:53.599 --> 00:25:56.359
know a lot about baseball, I knew how to memorize
505
00:25:56.440 --> 00:25:59.119
box scores. And for those of you that know a
506
00:25:59.160 --> 00:26:01.960
lot of Indians know, we're supposedly very good at math.
507
00:26:02.519 --> 00:26:04.559
So I use that as an entry.
508
00:26:04.359 --> 00:26:08.119
Point and began to love baseball. Apologies, but I'm a
509
00:26:08.119 --> 00:26:09.240
big Yankees fan.
510
00:26:09.759 --> 00:26:09.839
And.
511
00:26:12.279 --> 00:26:16.160
I figured that sports was a way in which you
512
00:26:16.279 --> 00:26:18.880
found commonalities, you found connections.
513
00:26:19.839 --> 00:26:22.400
Super How young were you when you were taking charge?
514
00:26:22.440 --> 00:26:25.680
How young were you when you were taking charge?
515
00:26:26.559 --> 00:26:27.200
Very early?
516
00:26:27.400 --> 00:26:30.359
Because my father had a lot of health issues. Not
517
00:26:30.400 --> 00:26:32.640
only did he move around a lot for his job.
518
00:26:33.400 --> 00:26:36.599
I went to eight schools in the first ten years
519
00:26:37.319 --> 00:26:41.640
of schooling, and you know, you had to step up
520
00:26:41.680 --> 00:26:44.799
and take charge, not only to help support your mom
521
00:26:45.279 --> 00:26:47.920
because she did all the organizing for the move, etc.
522
00:26:48.519 --> 00:26:52.039
But also be able to support your siblings in adapting
523
00:26:52.079 --> 00:26:55.279
to a new place, a new language, a new new
524
00:26:55.400 --> 00:26:57.839
environment because every state in India might as well be
525
00:26:57.880 --> 00:26:58.759
a different country.
526
00:26:59.200 --> 00:27:02.279
Well, sounds like as opposed to you had to you
527
00:27:02.319 --> 00:27:05.440
did you know? You stepped up, you took the responsibility.
528
00:27:05.440 --> 00:27:07.759
It seems as a pretty clear connection between you taking
529
00:27:07.799 --> 00:27:11.640
responsibility as a kid in organizing everything and being responsible
530
00:27:11.680 --> 00:27:13.000
and what you're doing nowadays.
531
00:27:13.400 --> 00:27:15.359
David, want to give me a hand, Yeah, Sue.
532
00:27:15.400 --> 00:27:17.279
But you also talked about in the green room that
533
00:27:17.319 --> 00:27:21.160
you went through single sex school, you know, in India,
534
00:27:21.599 --> 00:27:24.839
So I'm curious you know how that impacts the work
535
00:27:24.839 --> 00:27:28.319
you do today where obviously you know, the workforce is
536
00:27:28.319 --> 00:27:31.200
not single sex, So you know, tell me about that
537
00:27:31.240 --> 00:27:31.720
a little bit.
538
00:27:32.559 --> 00:27:34.319
The two very.
539
00:27:34.119 --> 00:27:37.240
Important things that come out of it is one, when
540
00:27:37.240 --> 00:27:37.519
you go.
541
00:27:37.519 --> 00:27:40.880
To a single sex school, you're you're really.
542
00:27:40.559 --> 00:27:44.799
Not competing for attention in ways that I think you
543
00:27:44.880 --> 00:27:48.440
do here in the United States, especially in middle school,
544
00:27:48.519 --> 00:27:51.839
when girls start to dumb themselves down to quote unquote
545
00:27:51.880 --> 00:27:55.200
be attractive to boys. That doesn't happen in India. You
546
00:27:55.279 --> 00:27:57.440
just want to be the best you can be. And
547
00:27:58.079 --> 00:28:00.720
yet I was surrounded by a lot of male so
548
00:28:00.799 --> 00:28:02.920
I really did know it was important to be able
549
00:28:02.960 --> 00:28:07.200
to get along, to understand their language, their behavior, their actions.
550
00:28:07.680 --> 00:28:10.880
So the ability to be able to navigate that has
551
00:28:10.920 --> 00:28:12.759
actually served me very very well.
552
00:28:13.480 --> 00:28:14.880
Wonderful promise.
553
00:28:16.160 --> 00:28:20.039
Yeah, you had mentioned suba that you're five or six
554
00:28:20.160 --> 00:28:24.400
time cancer survivors, So congratulations. That is just absolutely awesome.
555
00:28:25.119 --> 00:28:27.799
Where the resilience come from. That's a lot of times
556
00:28:27.839 --> 00:28:28.640
to get back up.
557
00:28:29.599 --> 00:28:29.839
Well.
558
00:28:29.880 --> 00:28:33.240
I watched a father who struggled with heart disease and
559
00:28:33.319 --> 00:28:36.559
diabetes for most of his life, and I saw how
560
00:28:36.559 --> 00:28:40.079
he never ever let anything get in the way of
561
00:28:40.200 --> 00:28:47.480
continuing to work hard provide be a towering figure in society.
562
00:28:47.480 --> 00:28:52.519
He was enormously successful. And you learned to wear the
563
00:28:52.559 --> 00:28:56.279
disease likely. I had Hotchkins lymphoma five times and breast
564
00:28:56.359 --> 00:28:59.160
cancer once. In fact, I had a stem cell transplant
565
00:28:59.200 --> 00:29:03.759
a pen at the Abramson Cancer Center. But I will
566
00:29:03.759 --> 00:29:07.200
tell you you learn to wear your disease likely. Know
567
00:29:07.319 --> 00:29:11.160
that you are you long before that disease came to you.
568
00:29:12.680 --> 00:29:14.200
But you think you're ever going to retire?
569
00:29:15.279 --> 00:29:15.799
I hope not.
570
00:29:17.279 --> 00:29:19.759
But I mean, you know, you're a financially successful woman.
571
00:29:19.799 --> 00:29:22.400
You could retire. You could go to Florida and you know,
572
00:29:22.480 --> 00:29:25.559
watch TV and why why do you want to keep working?
573
00:29:25.599 --> 00:29:27.079
What's wrong? What's wrong? What's going on?
574
00:29:27.519 --> 00:29:29.759
Well, there's a lot of things to do in this world.
575
00:29:29.839 --> 00:29:31.200
Have you looked around recently.
576
00:29:32.519 --> 00:29:34.720
There's a lot of problems to solve, a lot of
577
00:29:34.759 --> 00:29:37.640
people to help, a lot of challenges to overcome.
578
00:29:37.880 --> 00:29:39.279
So if not me, then who?
579
00:29:40.359 --> 00:29:43.599
So you're really driven and what what? What really turns
580
00:29:43.640 --> 00:29:43.839
you on?
581
00:29:44.039 --> 00:29:44.160
What?
582
00:29:44.200 --> 00:29:46.640
Really? What's what do you find meaningful?
583
00:29:46.960 --> 00:29:48.759
You know, early in life I would say to you,
584
00:29:48.799 --> 00:29:51.920
as an immigrant woman who came to this country, my
585
00:29:52.039 --> 00:29:54.759
goal was to make a lot of money. I started
586
00:29:54.799 --> 00:29:57.480
my career as a commodities trader. I was a wealth advisor.
587
00:29:57.880 --> 00:29:59.880
I was one of the top one hundred at Marylyn
588
00:30:00.039 --> 00:30:04.079
shout of sixteen thousand. So I found success very early
589
00:30:04.119 --> 00:30:06.720
in life. But that first bout of cancer in my
590
00:30:06.799 --> 00:30:09.400
early thirties reminded me that all the money in the
591
00:30:09.400 --> 00:30:13.240
bank cannot buy you one more minute of life. And
592
00:30:13.279 --> 00:30:16.720
that sort of changed my worldview. And what I look
593
00:30:16.799 --> 00:30:20.559
at is to say what is needed to be done
594
00:30:20.599 --> 00:30:23.079
and who is courageous and bold enough to do it?
595
00:30:23.480 --> 00:30:25.960
And I want to gather people around me with that
596
00:30:26.119 --> 00:30:29.839
sense of purpose that come together to say we'll make
597
00:30:29.880 --> 00:30:32.920
this world better while making a lot of money.
598
00:30:33.400 --> 00:30:38.839
So as opposed to as opposed to the cancer defeating you,
599
00:30:39.079 --> 00:30:41.920
it helped, It really helped spur you on to help
600
00:30:42.079 --> 00:30:45.640
organize others taking a look at what other causes needed
601
00:30:45.680 --> 00:30:49.039
to be So it really turns you on is accomplishing
602
00:30:49.160 --> 00:30:51.160
with others? Am I reading that right?
603
00:30:51.640 --> 00:30:53.279
Absolutely? Absolutely?
604
00:30:54.960 --> 00:30:58.240
And it's not it's money is just to simply a measure.
605
00:30:58.279 --> 00:31:00.680
At this point in time, it sounds like it's.
606
00:31:00.559 --> 00:31:01.240
A good measure.
607
00:31:01.960 --> 00:31:04.359
I will never underplay that I'd rather have money than
608
00:31:04.400 --> 00:31:05.119
not have money.
609
00:31:07.119 --> 00:31:09.240
How do you give back to society?
610
00:31:09.519 --> 00:31:13.359
Well, I give back to causes that really are closed
611
00:31:13.359 --> 00:31:16.480
near and dear to my heart, women and children, especially
612
00:31:16.680 --> 00:31:22.039
maternal health. Second one is around cancer, and the third
613
00:31:22.079 --> 00:31:26.799
one is to really support any underrepresented population trying to
614
00:31:26.880 --> 00:31:29.160
uplift them.
615
00:31:29.200 --> 00:31:33.240
And this really you really find this stuff meaningful. You've
616
00:31:33.279 --> 00:31:35.279
done a lot of thinking about what's the meaning of
617
00:31:35.359 --> 00:31:37.400
life and where do you come from and where you're
618
00:31:37.440 --> 00:31:39.160
going and all that other kinds of stuff. You're a
619
00:31:39.240 --> 00:31:40.440
natural thinker, aren't you.
620
00:31:41.160 --> 00:31:41.720
I hope so.
621
00:31:42.160 --> 00:31:44.720
You know, one of the blessings of having cancer early
622
00:31:44.920 --> 00:31:46.880
was that I didn't have to wait to think about
623
00:31:46.960 --> 00:31:49.720
legacy till I was in my fifties and sixties.
624
00:31:50.279 --> 00:31:51.480
I was blessed to have had my.
625
00:31:51.519 --> 00:31:55.440
Children very early, and so I have grown children and
626
00:31:55.519 --> 00:31:58.240
I can really do what brings true to me.
627
00:31:59.559 --> 00:32:01.960
Website addressed for Throwmount.
628
00:32:02.519 --> 00:32:05.400
Seramount dot com, s c R A M O.
629
00:32:05.400 --> 00:32:06.759
U n T dot com.
630
00:32:06.880 --> 00:32:10.039
Absolutely we can thinking with SUPERB Bowie, President of Feramount
631
00:32:10.039 --> 00:32:11.440
here on Executive Leaders Radio.
632
00:32:11.480 --> 00:32:13.559
Stick around with me back in a moment right after
633
00:32:13.599 --> 00:32:17.119
this quick break, they'll go anywhere. This is her co
634
00:32:17.319 --> 00:32:21.359
and your host of Executive Leaders Radio. And if you're
635
00:32:21.640 --> 00:32:27.960
a business consultant, if you consult to business owners or
636
00:32:28.400 --> 00:32:33.799
to business owners team members, then we'd like to speak
637
00:32:33.839 --> 00:32:37.240
with you because we're getting requests from people all over
638
00:32:37.279 --> 00:32:42.160
the country, from entrepreneurs all over the country that are
639
00:32:42.200 --> 00:32:46.240
starting and building their businesses where they're looking for help
640
00:32:46.839 --> 00:32:50.279
and maybe we can help connect you. Why don't you
641
00:32:50.319 --> 00:32:56.079
email us at consult at Executive Leaders Radio dot com.
642
00:32:56.680 --> 00:33:02.440
That's consult at Executive Leaders Radio, and perhaps we can
643
00:33:02.480 --> 00:33:06.640
connect you to folks, to entrepreneurs and their team members
644
00:33:06.680 --> 00:33:09.920
all around the country that are looking for help. That's
645
00:33:10.000 --> 00:33:33.480
consult at executive leaders radio dot com. We're back.
646
00:33:33.599 --> 00:33:36.319
You're listening to Executive Leaders Radio this year host Trup
647
00:33:36.400 --> 00:33:38.559
Cohen and let's get the note. Michael Sharp, founder and
648
00:33:38.640 --> 00:33:40.759
executive chairman of Sharp Financial.
649
00:33:40.920 --> 00:33:43.079
Michael, what is Sharp Financial? What are you doing?
650
00:33:43.559 --> 00:33:49.119
Uh? It's integrated financial services company bringing together accounting, tax,
651
00:33:49.720 --> 00:33:51.240
wealth and investment banking.
652
00:33:52.119 --> 00:33:54.359
Gotcha where you're from? How many brothers and sisters? And
653
00:33:54.359 --> 00:33:55.680
where are you in the pecking order?
654
00:33:56.359 --> 00:33:59.200
From Philadelphia? I am the oldest of three.
655
00:34:00.000 --> 00:34:00.440
Alrighty?
656
00:34:00.519 --> 00:34:02.359
In eight to fourteen, what's the list looked like? What
657
00:34:02.440 --> 00:34:03.799
were you doing eight to fourteen?
658
00:34:04.319 --> 00:34:07.279
Short list? Playing ball and going to school?
659
00:34:07.960 --> 00:34:08.039
Uh?
660
00:34:08.119 --> 00:34:09.880
Huh. You mentioned that you grew up in a row
661
00:34:09.880 --> 00:34:13.400
house in northeast Philadelphia, that your mom was a secretary,
662
00:34:13.519 --> 00:34:16.039
your dad was involved with recruiting, and.
663
00:34:16.000 --> 00:34:18.920
That your favorite sport was basketball. What was your role
664
00:34:19.000 --> 00:34:21.199
on the team and what's that have to do with
665
00:34:21.199 --> 00:34:22.840
who you is nowadays?
666
00:34:23.880 --> 00:34:27.840
My role was a guard, either point guard or shooting guard.
667
00:34:27.920 --> 00:34:30.880
And what it has to do really with everything I've
668
00:34:30.920 --> 00:34:35.719
done is really from a leadership role most of most
669
00:34:35.760 --> 00:34:36.800
of my adult life.
670
00:34:37.639 --> 00:34:39.239
Yeah, you mentioned you grew up with a lot of
671
00:34:39.320 --> 00:34:41.800
kids in the neighborhood and whether you were the oldest
672
00:34:41.880 --> 00:34:44.719
or the youngest or the middle you quote unquote loved
673
00:34:44.800 --> 00:34:47.880
pulling everyone together. It sounds like you who you are
674
00:34:47.960 --> 00:34:51.320
nowadays in terms of, you know, helping build your own
675
00:34:51.440 --> 00:34:56.440
team as well as helping your clients and David, when
676
00:34:56.480 --> 00:34:58.920
you give me a hanging and know Michael, please yeah, sure.
677
00:34:59.119 --> 00:35:02.559
Hey, Michael, when you describe your story, you were telling
678
00:35:02.599 --> 00:35:06.840
my stories. So I feel a kindred spirit here. Tell
679
00:35:06.880 --> 00:35:10.039
me you know what led you to a career.
680
00:35:09.760 --> 00:35:14.679
In financial services. Honestly, it was really my default. I
681
00:35:15.840 --> 00:35:17.559
really thought I was going to be in the n
682
00:35:17.599 --> 00:35:20.400
b A. I don't know why I really believe that
683
00:35:20.440 --> 00:35:21.519
for so long because.
684
00:35:21.280 --> 00:35:22.280
It was never gonna happen.
685
00:35:22.320 --> 00:35:22.920
But I did.
686
00:35:23.559 --> 00:35:25.679
And I was good at math, and so when I
687
00:35:25.679 --> 00:35:28.639
graduated and I do something, and accounting seemed like it
688
00:35:28.719 --> 00:35:29.679
had a lot to do with math.
689
00:35:29.760 --> 00:35:31.840
So that's that was the choice.
690
00:35:33.519 --> 00:35:36.559
Reason you talked about wanting to be in the NBA.
691
00:35:36.719 --> 00:35:39.480
I'd be interested to know who is your favorite players
692
00:35:39.519 --> 00:35:43.079
growing up, who you idolized and what characteristics do you
693
00:35:43.119 --> 00:35:47.039
take from them that you use in your daily life.
694
00:35:48.239 --> 00:35:51.239
I mean, my favorite players were in my day were
695
00:35:51.440 --> 00:35:55.880
World B Free, Doctor J, Doug Collins, later on Alan Iverson,
696
00:35:57.119 --> 00:36:00.760
and really it was just not only out how great
697
00:36:00.760 --> 00:36:03.280
they were, and they were great in different ways, but
698
00:36:03.360 --> 00:36:06.920
mostly how resilient they all were also a different way,
699
00:36:07.079 --> 00:36:10.320
some some through practice, some not so.
700
00:36:10.320 --> 00:36:12.480
Much through practice by the games itself.
701
00:36:13.559 --> 00:36:17.159
So it really always the basketball community had a big
702
00:36:17.199 --> 00:36:19.800
impact in my life in general and everything I've done.
703
00:36:20.440 --> 00:36:23.480
So these people that you respected as athletes are actually
704
00:36:23.480 --> 00:36:26.440
your clients nowadays you've gotten to know them personally.
705
00:36:27.079 --> 00:36:30.519
Yeah, I've been very fortunate to work with guys like
706
00:36:30.599 --> 00:36:34.880
worlb Free and Doctor J, and Doug Collins and now
707
00:36:34.880 --> 00:36:38.360
Allen Iverson, which has been great, And I've learned a
708
00:36:38.400 --> 00:36:41.639
lot from them, and I understand a lot more about
709
00:36:41.679 --> 00:36:45.199
them than I did observing them, whether they played or
710
00:36:45.480 --> 00:36:47.920
things I thought I knew about them, you know, through
711
00:36:47.960 --> 00:36:48.880
things I heard.
712
00:36:49.719 --> 00:36:52.920
So these people. So how has that affected who you were?
713
00:36:52.960 --> 00:36:55.280
Have you learned more about yourself through this process?
714
00:36:56.760 --> 00:37:00.880
I always say through basketball that community has taught me
715
00:37:01.239 --> 00:37:04.320
more than probably anything that I've ever done.
716
00:37:04.360 --> 00:37:05.639
It has served me so well.
717
00:37:05.719 --> 00:37:09.400
And now getting to know some of my childhood heroes.
718
00:37:09.480 --> 00:37:13.920
The way I have has even taught me more about life.
719
00:37:15.119 --> 00:37:17.280
Tom.
720
00:37:17.360 --> 00:37:18.639
Yeah, that's fascinating.
721
00:37:18.639 --> 00:37:18.840
Mike.
722
00:37:18.920 --> 00:37:21.239
You know you talk about basketball being just part of
723
00:37:21.280 --> 00:37:26.119
your community, and I can imagine in that Philadelphia center
724
00:37:26.199 --> 00:37:29.480
city and just coming together, and you had a dream
725
00:37:29.519 --> 00:37:31.039
to be a pro all the way up until you're
726
00:37:31.079 --> 00:37:33.400
a senior in college and then realized this isn't going
727
00:37:33.480 --> 00:37:33.920
to happen.
728
00:37:35.280 --> 00:37:37.280
That's a that's that could be a big letdown.
729
00:37:37.599 --> 00:37:39.599
How did that lead to who you are today to
730
00:37:39.679 --> 00:37:40.679
what you're doing today?
731
00:37:42.400 --> 00:37:45.679
Just just the resiliency that I learned growing up that
732
00:37:46.159 --> 00:37:49.079
you know, you have these aspirations, they don't always go
733
00:37:49.199 --> 00:37:49.960
your way.
734
00:37:49.840 --> 00:37:51.400
And you have to get back up.
735
00:37:52.079 --> 00:37:56.320
And fortunately for me, with all whatever I've accomplished in
736
00:37:56.440 --> 00:38:00.679
business wise, the thing I really accomplished was coach kids
737
00:38:01.119 --> 00:38:03.719
for a long time at at a pretty high level,
738
00:38:04.440 --> 00:38:08.679
enjoying a lot of success through being resilient, hard work,
739
00:38:09.239 --> 00:38:13.599
and most of all being a family, being good teammates,
740
00:38:13.719 --> 00:38:16.519
good family members. It's it's been great to helped me
741
00:38:16.599 --> 00:38:20.199
in my own life more than probably any one single area.
742
00:38:21.559 --> 00:38:24.000
Marin, give me a hint getting the new Michael please.
743
00:38:24.719 --> 00:38:26.920
Yeah, I want to follow up on that. How did
744
00:38:26.920 --> 00:38:31.599
that community and level of support that you've created and
745
00:38:31.639 --> 00:38:32.400
we're a part of.
746
00:38:33.079 --> 00:38:34.440
How do you feel like that's helped you?
747
00:38:36.880 --> 00:38:40.800
It helped me to understand that that it really was
748
00:38:40.840 --> 00:38:43.639
all about the team if you could, and I think
749
00:38:43.960 --> 00:38:47.880
you might have even mentioned it orsuba about you know,
750
00:38:48.119 --> 00:38:51.760
we we as coaches or teachers are there to guide,
751
00:38:52.800 --> 00:38:56.000
not we're not We're not not there to make somebody
752
00:38:56.079 --> 00:38:59.920
do something, but we're there to provide leadership and guy
753
00:39:00.840 --> 00:39:03.960
but also and learning. You know, you talk about your
754
00:39:04.039 --> 00:39:07.239
kids learning from kids, You could learn from anybody. And
755
00:39:07.280 --> 00:39:09.960
it really taught me that you can lead, but by
756
00:39:10.000 --> 00:39:12.079
being a good leader, you have to be a good
757
00:39:12.079 --> 00:39:14.679
listener and you have to be receptive to.
758
00:39:16.159 --> 00:39:18.159
A lot of ways of getting things done.
759
00:39:19.559 --> 00:39:21.719
Super would you give me a hint getting no mic? Please?
760
00:39:22.079 --> 00:39:22.480
Yeah?
761
00:39:22.679 --> 00:39:24.000
I want to follow up on that.
762
00:39:24.800 --> 00:39:27.960
From each of those experiences, there are things that you regret.
763
00:39:28.840 --> 00:39:31.000
What is something that you regret that you wish you
764
00:39:31.000 --> 00:39:33.480
could have done differently? And how would you do it differently?
765
00:39:34.159 --> 00:39:37.559
I know this sounds kind of you know, strange that
766
00:39:37.679 --> 00:39:39.280
you know people will say they have regrets.
767
00:39:39.360 --> 00:39:43.039
I don't. For one reason, I'm a firm believer that
768
00:39:43.480 --> 00:39:44.639
you learn from.
769
00:39:44.440 --> 00:39:48.360
Every experience, but you mostly learn even more from experiences
770
00:39:48.400 --> 00:39:51.400
that don't go your way. So it's hard to regret
771
00:39:51.480 --> 00:39:54.360
something if you learn so much from it, if you're
772
00:39:54.360 --> 00:39:57.159
willing to learn so much from it. And I've learned
773
00:39:57.199 --> 00:39:59.199
so much from some of the things that really haven't
774
00:39:59.199 --> 00:40:02.079
gone my way, so I really don't have a lot
775
00:40:02.119 --> 00:40:02.760
of regrets.
776
00:40:03.719 --> 00:40:06.320
Michael. You mentioned when you were seventeen you got a
777
00:40:06.440 --> 00:40:10.280
job in a chain of put a chain of stores
778
00:40:10.280 --> 00:40:15.800
called the Athlete's Foot. Why why were you so excited
779
00:40:15.800 --> 00:40:18.719
about working there? What was What was it about being
780
00:40:18.760 --> 00:40:21.559
seventeen and working at these stores that really turned you on.
781
00:40:22.519 --> 00:40:25.519
I got to work with all my friends, you know,
782
00:40:25.559 --> 00:40:28.320
we were all we were all sports guys. It was like,
783
00:40:28.400 --> 00:40:31.079
really it was like it was like a team.
784
00:40:31.199 --> 00:40:31.400
You know.
785
00:40:31.559 --> 00:40:35.159
It was a job as opposed to you know, playing basketball, baseball, football,
786
00:40:35.199 --> 00:40:38.719
but we were all together and we were also serving customers.
787
00:40:39.239 --> 00:40:40.400
So I got to.
788
00:40:40.400 --> 00:40:43.599
Learn a lot about how to you know, how to
789
00:40:43.599 --> 00:40:46.239
do well for the people that you served, but all
790
00:40:46.320 --> 00:40:48.800
by being part of a really great team.
791
00:40:49.480 --> 00:40:53.000
So it wasn't because of the money you were making
792
00:40:53.119 --> 00:40:55.480
or the commissions you were making. It was it was
793
00:40:55.559 --> 00:40:59.400
being part of a team. It was being as part
794
00:40:59.400 --> 00:41:01.000
of a team. It wasn't the money. Am I right
795
00:41:01.039 --> 00:41:03.079
about that? Or my reading that? Well? You know?
796
00:41:03.320 --> 00:41:07.960
And even even playing boar are especially coaching and in business,
797
00:41:08.039 --> 00:41:10.079
it's never it's never about the end.
798
00:41:10.079 --> 00:41:12.559
It's never about the result. It's never about the championship.
799
00:41:12.559 --> 00:41:14.880
It's never about the money. It's about the journey.
800
00:41:14.960 --> 00:41:16.920
It's about what you have to do to get there,
801
00:41:17.239 --> 00:41:20.239
and it's about doing it together and the rest will
802
00:41:20.239 --> 00:41:22.000
always take care of itself in the end.
803
00:41:23.159 --> 00:41:25.840
Let me ask you a question. You so you're serving
804
00:41:25.880 --> 00:41:28.320
your in the wealth you're doing, you're a wealth manager.
805
00:41:28.320 --> 00:41:29.840
Do you get to know your clients? Do you get
806
00:41:29.840 --> 00:41:32.039
to know them personally and get to know their families
807
00:41:32.039 --> 00:41:33.159
and stuff? Yes?
808
00:41:33.360 --> 00:41:36.559
Very well, just as Paul described, if you're going to
809
00:41:36.639 --> 00:41:38.400
do if you're going to do a great job, and
810
00:41:38.400 --> 00:41:40.760
you're going to do a great job, you know by
811
00:41:40.800 --> 00:41:44.159
really helping your clients. You if you don't know them,
812
00:41:44.159 --> 00:41:45.719
I don't know how you could actually do a good
813
00:41:45.800 --> 00:41:46.679
job by not know them.
814
00:41:46.719 --> 00:41:50.000
You have to know them. Do you enjoy that or
815
00:41:50.039 --> 00:41:50.960
does that work for you?
816
00:41:51.480 --> 00:41:54.639
Now? I love it. That's probably my.
817
00:41:54.079 --> 00:41:56.119
Favorite part about it is getting to know them and
818
00:41:56.159 --> 00:41:58.440
trying to figure out how we can help.
819
00:41:58.280 --> 00:42:02.519
Them, to know them and trying to figure out how
820
00:42:02.519 --> 00:42:06.199
you could help them. So, because you have the experience
821
00:42:07.159 --> 00:42:12.239
in wealth management and because you really enjoy really really
822
00:42:12.280 --> 00:42:14.760
it turns you on getting to know them, you're able
823
00:42:14.800 --> 00:42:17.840
to figure out ways that they may not be aware
824
00:42:17.880 --> 00:42:21.079
of that they can use help and your help. Am
825
00:42:21.119 --> 00:42:21.920
I seeing that right?
826
00:42:22.519 --> 00:42:23.159
Absolutely?
827
00:42:23.280 --> 00:42:28.039
And that even goes to, you know, sometimes really helping
828
00:42:28.119 --> 00:42:33.079
people that can't necessarily afford that in different areas, different
829
00:42:33.079 --> 00:42:36.320
walks of life. How we can use what we do
830
00:42:36.639 --> 00:42:38.400
to help people. Yeah, a lot of which we get
831
00:42:38.400 --> 00:42:42.840
paid for, but sometimes it encompasses, you know, things that
832
00:42:42.880 --> 00:42:45.320
we don't get paid for because we, in my opinion,
833
00:42:45.400 --> 00:42:47.440
have an obligation through.
834
00:42:47.280 --> 00:42:49.280
Things that we do know and how we can get
835
00:42:49.320 --> 00:42:49.960
back and help.
836
00:42:51.480 --> 00:42:54.880
So's you're not looking to sell your client stuff, You're
837
00:42:54.880 --> 00:42:56.960
not looking for an angle to sell them something. You're
838
00:42:57.000 --> 00:42:58.880
really looking to get to know them. And oh, by
839
00:42:58.880 --> 00:43:00.599
the way, you just happen to have a solution.
840
00:43:01.039 --> 00:43:03.239
Yeah, we never have to sell our clients anything.
841
00:43:03.440 --> 00:43:08.199
We can help them, We provide solutions and if we
842
00:43:08.280 --> 00:43:10.800
can help them, the rest we again will take care
843
00:43:10.840 --> 00:43:11.239
of itself.
844
00:43:11.239 --> 00:43:13.239
But we never have to sell our clients anything.
845
00:43:14.400 --> 00:43:14.599
Huh.
846
00:43:14.760 --> 00:43:16.639
So your goal is not to be the wealthiest guy
847
00:43:16.679 --> 00:43:18.199
on your de son, it's to be the most loved
848
00:43:18.199 --> 00:43:19.000
guy under the son.
849
00:43:19.039 --> 00:43:23.239
It sounds like it's really just doing the best thing,
850
00:43:23.960 --> 00:43:27.480
the best way, you know, being the best that you
851
00:43:27.519 --> 00:43:29.599
can at what you do and how you're serving, and
852
00:43:29.639 --> 00:43:30.920
the rest takes care of itself.
853
00:43:31.360 --> 00:43:33.679
Website addressed for Sharp Financial.
854
00:43:33.760 --> 00:43:35.880
It's a sharpllc dot com.
855
00:43:36.039 --> 00:43:38.599
We've been speaking with Michael Sharp, founder and executive chairman
856
00:43:38.679 --> 00:43:42.639
of Sharp Financial, as well as we've had the opportunity
857
00:43:42.639 --> 00:43:45.719
of hanging out and getting to know Paul Markowitch, partner
858
00:43:45.760 --> 00:43:51.079
at First Trust Financial Resources, Marion Perry, founder and CEO
859
00:43:51.159 --> 00:43:55.760
of Art and Coaching, SUPERB Barry, President of Sorrowmount, and
860
00:43:55.800 --> 00:44:00.199
again most recently Michael Sharp, founder and executive chairman of
861
00:44:00.280 --> 00:44:04.639
Sharp Financial. I would like to thank my official co hosts,
862
00:44:05.039 --> 00:44:10.400
Tom Garretty Compass Point Family Business Consulting, Michael Sharp, Sharp Financial,
863
00:44:11.360 --> 00:44:16.960
Jason Rocker Breath Wait Communications, and David DiStefano Ardent Coaching
864
00:44:17.039 --> 00:44:21.239
for giving me a hand structuring the questions, hopefully providing
865
00:44:21.360 --> 00:44:25.079
the listening, audience and educational and entertaining show, and my
866
00:44:25.599 --> 00:44:30.079
unofficial and last minute co hosts including Marion Curry, founder
867
00:44:30.119 --> 00:44:32.480
and CEO of Arden Coaching, and the superb Barty, President
868
00:44:32.480 --> 00:44:35.199
of Saramouth and giving me a hand getting to know
869
00:44:35.320 --> 00:44:36.320
mister Michael Sharp.
870
00:44:37.239 --> 00:44:38.599
Hopefully you've delivered.
871
00:44:38.239 --> 00:44:40.760
It and entertaining an inner show to our audience. Thank
872
00:44:40.800 --> 00:44:43.280
you for joining us today and please have.
873
00:44:43.320 --> 00:44:44.360
A nice day. By Bi
1
00:00:10.119 --> 00:00:14.119
Welcome to Executive Leaders Radio, your spot in the corner office,
2
00:00:14.160 --> 00:00:18.879
the radio show where executives share their secrets to success.
3
00:00:19.120 --> 00:00:20.559
Executive Leaders Radio.
4
00:00:22.199 --> 00:00:24.879
You're listening to Executive Leaders Radio this year host Herb
5
00:00:25.000 --> 00:00:28.960
Cohen and you We've got a great.
6
00:00:28.800 --> 00:00:31.760
Level of guess you're on our show, including Paul Marcowitch,
7
00:00:32.079 --> 00:00:35.640
partner at First Trust's Financial Resources, Marion Perry, founder and
8
00:00:35.679 --> 00:00:39.960
CEO of Arden Coaching, Super Barry, President of Saramount, and
9
00:00:40.119 --> 00:00:43.200
Michael Sharp, Founder and executive chairman of Sharp Financial. My
10
00:00:43.320 --> 00:00:48.359
co hosts today include Tom Gaherty Compass Point Family Business Consulting,
11
00:00:48.479 --> 00:00:53.079
Michael Sharp, Sharp Financial, Jason Rocker Breath Wait Communications, and
12
00:00:53.200 --> 00:00:56.759
David Di Stefano Arden Coaching. And let's get to know
13
00:00:56.880 --> 00:01:01.399
our first guest, Paul Marcowitch, partner at First Trust Financial Resources. Paul,
14
00:01:01.759 --> 00:01:04.599
what is first Trust Financial Resources? What are you guys doing?
15
00:01:05.400 --> 00:01:08.439
We help individuals and small businesses and make smart decisions
16
00:01:08.480 --> 00:01:09.079
with their money.
17
00:01:09.840 --> 00:01:11.959
Got you where you're from? How many brothers and sisters?
18
00:01:12.000 --> 00:01:13.319
And where are you in the pecking order?
19
00:01:14.000 --> 00:01:16.640
Huntington Valley, Pennsylvania, youngest.
20
00:01:16.239 --> 00:01:19.079
Of three and eight to fourteen? What's that list look like?
21
00:01:19.079 --> 00:01:22.120
What were you doing eight to fourteen eight to fourteen.
22
00:01:22.159 --> 00:01:24.040
I was a young kid, had a lot of friends,
23
00:01:24.079 --> 00:01:27.359
loved playing sports, had a grandfather that I looked up to,
24
00:01:27.560 --> 00:01:30.519
had good mom and dad as a as a family setting.
25
00:01:32.879 --> 00:01:35.599
How young were you when you were working as a
26
00:01:35.599 --> 00:01:37.719
waiter and what you learned as a waiter that has
27
00:01:37.760 --> 00:01:40.239
anything to do with what you're doing now with this
28
00:01:41.000 --> 00:01:45.920
as being the partner with First Trust Financial Resources.
29
00:01:45.799 --> 00:01:47.680
And once I was able to drive, waiter was my
30
00:01:47.760 --> 00:01:50.680
main job. I've just learned to work with people. Always
31
00:01:50.719 --> 00:01:54.200
loved people. The customer service aspect, I didn't know much
32
00:01:54.239 --> 00:01:58.000
about food. I learned the difference of decaf and regular
33
00:01:58.079 --> 00:02:00.439
when I tried serving my mom regular call, often at
34
00:02:00.439 --> 00:02:03.519
the wrong time of night, but just that interaction and
35
00:02:03.599 --> 00:02:05.680
customer service was a lot of fun.
36
00:02:06.200 --> 00:02:07.719
Got you, David, want to get me a hand? Get
37
00:02:07.719 --> 00:02:09.599
in the no poll please? Sure? Paul.
38
00:02:09.599 --> 00:02:11.400
In the green room, you talked about your dad was
39
00:02:11.439 --> 00:02:14.879
involved with financial literacy, so that obviously has some parallel
40
00:02:14.919 --> 00:02:16.599
to what you do. But your mom you talked about
41
00:02:16.599 --> 00:02:20.080
your mom being heavy into art. You know, tell me
42
00:02:20.159 --> 00:02:23.439
about the influence of art in who you are today.
43
00:02:24.280 --> 00:02:24.639
Sure?
44
00:02:24.800 --> 00:02:27.879
So the visual learning aspect, I think I'm a visual learner.
45
00:02:27.919 --> 00:02:32.039
I think most people are visual learners, and financial concepts
46
00:02:32.080 --> 00:02:36.199
are very complex to understand, so just helping to understand unpacked,
47
00:02:36.240 --> 00:02:40.520
difficult to understand concept and easy to understand formats using
48
00:02:40.960 --> 00:02:42.560
vision physical objects.
49
00:02:42.879 --> 00:02:44.719
I use a lot of stick figures.
50
00:02:44.280 --> 00:02:47.199
In boxes when we're talking to clients and really help
51
00:02:47.240 --> 00:02:48.919
people understand things from that lens.
52
00:02:49.120 --> 00:02:51.000
So as a fair say, that's like you know the
53
00:02:51.039 --> 00:02:54.240
storytelling aspect of financial planning very much.
54
00:02:54.319 --> 00:02:56.919
So, yes, Jason, Hey, you.
55
00:02:56.919 --> 00:02:59.319
Said you looked up to your grandfather growing up. What
56
00:02:59.639 --> 00:03:02.080
lesson did you take from him that you might use
57
00:03:02.120 --> 00:03:03.639
in your professional career today.
58
00:03:04.280 --> 00:03:04.520
Yep.
59
00:03:04.599 --> 00:03:06.520
At a young age, I knew I wanted to be
60
00:03:06.560 --> 00:03:08.360
an entrepreneur, but I really didn't know what that meant.
61
00:03:08.479 --> 00:03:10.520
And my grandfather was the closest person to me that
62
00:03:10.639 --> 00:03:13.159
owned a business. He owned an envelope business that he
63
00:03:13.240 --> 00:03:15.759
sold before I came to the picture. But he was
64
00:03:15.759 --> 00:03:17.919
the gentleman, he was the role model. He was the
65
00:03:17.960 --> 00:03:20.439
one that treated you to dinner. He read his newspaper
66
00:03:20.479 --> 00:03:23.560
every Saturday morning. So just seeing the way he carried
67
00:03:23.639 --> 00:03:25.960
himself and the way he lived was just someone that
68
00:03:26.000 --> 00:03:27.879
I wanted to be growing up. Didn't know how I
69
00:03:27.960 --> 00:03:29.199
was going to do it, but he was the guy
70
00:03:29.199 --> 00:03:29.800
I looked up to.
71
00:03:30.319 --> 00:03:30.680
Michael.
72
00:03:31.560 --> 00:03:34.840
Hey, Paul, I was curious with your sports background, particularly
73
00:03:34.919 --> 00:03:40.879
particularly in basketball, how that influenced not only your life
74
00:03:40.960 --> 00:03:44.919
but also in particular what you do in your career now.
75
00:03:45.960 --> 00:03:48.000
Ye, so basketball is my main sport.
76
00:03:48.199 --> 00:03:52.039
I loved playing on a team, loved winning, loved playing hard,
77
00:03:52.400 --> 00:03:55.319
and I think that translated into me as an individual
78
00:03:55.400 --> 00:03:59.599
professionally and personally, the competitive aspect to it, and always
79
00:03:59.599 --> 00:04:01.840
wanting to be part of a team and versus an
80
00:04:01.919 --> 00:04:04.919
an individual sport. And now with our group today, it's
81
00:04:05.000 --> 00:04:07.319
it's you play different roles. When you're part of a team,
82
00:04:07.439 --> 00:04:10.599
you help each other, and working collectively as a team,
83
00:04:10.680 --> 00:04:13.759
winning together is always exciting versus winning alone for me.
84
00:04:14.240 --> 00:04:19.519
M h Yeah, Paul, kind of playing off Mike's Mike's
85
00:04:20.160 --> 00:04:23.120
point there about basketball. You talked about literally wanting to
86
00:04:23.120 --> 00:04:25.560
be a pro basketball player as a kid, so big
87
00:04:25.600 --> 00:04:27.360
aspirations didn't turn out?
88
00:04:28.199 --> 00:04:28.680
How did that?
89
00:04:29.959 --> 00:04:32.759
How did how did all those aspirations translate to who
90
00:04:32.800 --> 00:04:34.240
you are today?
91
00:04:34.600 --> 00:04:34.800
Yeah?
92
00:04:34.839 --> 00:04:36.079
But as an eight year old, I looked up to
93
00:04:36.120 --> 00:04:36.800
Michael Jordan.
94
00:04:36.879 --> 00:04:38.879
But then when I realized I was, I was done
95
00:04:38.920 --> 00:04:41.920
growing at six feet tall. Basketball was not my path,
96
00:04:42.040 --> 00:04:43.839
so that was more of a pipe dream. And then
97
00:04:43.879 --> 00:04:45.279
you realize eventually you need to.
98
00:04:45.240 --> 00:04:48.680
Have a job. And but my job I've.
99
00:04:48.399 --> 00:04:51.439
Landed to by playing basketball with someone else who was
100
00:04:51.519 --> 00:04:53.120
then the president of the company.
101
00:04:53.519 --> 00:04:54.879
So basketball did.
102
00:04:54.680 --> 00:04:58.160
Take me on a path of my career through a
103
00:04:58.160 --> 00:04:59.399
different a different channel.
104
00:05:00.839 --> 00:05:07.360
David Paul, you mentioned I'd love to circle back to
105
00:05:07.600 --> 00:05:10.720
your first job. So how early or how young were
106
00:05:10.759 --> 00:05:13.199
you when you first started working and what did you
107
00:05:13.279 --> 00:05:16.600
do differently than the other kids maybe did in the neighborhood.
108
00:05:17.079 --> 00:05:18.800
Yeah, I would say around ten years old.
109
00:05:19.079 --> 00:05:21.600
My first job I can remember was shoveling driveways in
110
00:05:21.639 --> 00:05:24.040
my neighborhood and just to farms. And at that time
111
00:05:24.120 --> 00:05:26.399
I had a buddy who he would sleep over. If
112
00:05:26.439 --> 00:05:28.240
we knew there was going to be a snowstorm. You
113
00:05:28.319 --> 00:05:30.439
got the phone call that school was closed on the
114
00:05:30.519 --> 00:05:32.839
radio that you listened to, and we would walk around
115
00:05:32.839 --> 00:05:35.079
and knock on doors, and it turned into we had
116
00:05:35.120 --> 00:05:38.399
certain homes that they would expect us to come over.
117
00:05:38.560 --> 00:05:41.240
This is way before cell phones or internet, and you'd
118
00:05:41.240 --> 00:05:44.600
make some money walking around shoveling driveways instead of going
119
00:05:44.600 --> 00:05:45.279
to school that day.
120
00:05:46.000 --> 00:05:48.360
So you had a partner, and what did you do
121
00:05:48.519 --> 00:05:51.160
different than your partner? How did you guys compliment each other?
122
00:05:52.519 --> 00:05:55.519
It was my neighborhood. He would come over. We worked
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well together, and it was a lot of just doing
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things that other people didn't want to do. I was
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always always enjoyed working, enjoyed the aspect of making money
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through different ways.
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Again not knowing where this was going to.
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Lead in life, but just that activity of going to
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work and making money.
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I always found myself enjoying.
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Well, I'd usually asked this question, but what did you
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do with that money?
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You know, I probably bought some baseball cards. I didn't
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I when I'm thinking about it. We never really had
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a plan to do something bigger with the money. It
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was more the act of making the money was I'd say,
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more of what I drove towards.
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So I understand that you know you had a bar
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in Mitzvah, And how did your father What was the
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upside of that bar Mitzvah in terms of your dad
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and financial planning and so on and so forth.
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Yeah, this was great because I like to say today
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people either learn financial literacy the hard way, or your
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fortunes to grow up in a good housing setting. My
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dad purchased mutual funds, and back in those days before
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the internet, he made a binder and he had every
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quarter we got a statement, and he had it divided,
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and he would come into my room to show me
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what the statements looked like. And I had no interest
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in it made no sense to me. I didn't connect
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to me personally. But I realized years later there was
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seeds that were planted that now obviously blossomed in a
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different way.
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What were the seeds that were playing it? What are
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you talking about?
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The basic advocts of saving money, how money can grow
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for you, how investments can work for you, the other
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passive sources of income. So just that interest of that terminology,
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even mutual funds, investments. A lot of folks don't hear
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those words until their professional career, and they're already said behind.
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Having at a young age, I think just exposed me
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to language that otherwise I wouldn't have heard.
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So you become your father to your clients.
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I would say so, yes, and my own children.
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Yes.
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So when you're when you're sitting down with your clients,
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I mean you're not You're not a know it all
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kind of guy. I mean, you're certainly a team player,
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but you do you do play a fatherly role with
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with your with your wealth management clients, don't you. They're
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coming to you for advice, You've got to have answers
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or am I reading that role?
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That's right correct. I'm the financial primary care doctor. I'm
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the financial therapist. My job is more connecting with the
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person that I'm sitting across. What's important to them? Who
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are they? That's the hardest part, What is their real
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true passions? All the financial mechanics do it, I'd say
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is fairly easy with the team and the support that
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we have behind. But it's the harder question is knowing
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what does that make that person tick and personally? That's
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what I enjoy getting to know them, and then also
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as an entrepreneur, learning how other people make their money,
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how they grow, and then learning about their business by
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writing shotgun next to them.
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Wait a minute, you're telling me that you really enjoy
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getting to know your client. Didn't occur to you that
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the less time you spend with your clients, the more
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time you can spend with other clients. You're telling me
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you really enjoy getting to know them.
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I enjoy getting them now.
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Once you get to know someone, you get to know someone,
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but it does take time to hear those to pull
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back the layers of what's really under the hood, and
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that doesn't always happen on the first date together.
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Are you dealing with multiple generations in the same family.
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Sometimes sometimes we offer free financial planning to children of
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our clients. So part of my lessons of how I
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learned financial literacy, I want to make sure any children
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of clients of ours also have a phone number they
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can call. And the younger generation may not necessarily feel
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like they can call a financial advisor for whatever perceived notions,
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So we always offer that the children for free.
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And now you're telling me that if my son or
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daughter is interested in buying a car or a house.
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Or figuring out how to finance college, we can talk
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to you about that kind of stuff.
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Correct.
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We want our clients to know where the phone call
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to make when they have financial stress will help them out.
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Whether it's buying a car, whether it's how to buy
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how to finance a house, how do I finance my business?
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Do I buy life insurance? So you're like the quarterback
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for financial planning stuff. All the kinds of financial decisions
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I got to make that I haven't made before. Stuff
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you do all the time correct.
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And today with information overload, you could google anything or
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ask chat GBT, but you have no idea if that's
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personalized to you and the computer you're talking to who
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doesn't know you.
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Also, well, what's the website addressed for this organization known
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as First Trust Financial Resources f frpro dot com f
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frpro dot com. We've been speaking with Paul Marcowitch, who's
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a partner at First Trust Financial Resources here on Executive
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Leaders Radio. Don't forget to visit our website Executive leaders
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radio dot com to learn more about our executive leaders.
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That's Executive leaders Radio dot com to learn more about
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our executive leaders. We will be back in a moment
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right after this quick break. Don't go anywhere, I'll be
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right back. This is herb Co. When you're host at
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Executive Leaders Radio dot com. Regarding your career, if you're
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trying to figure out how to make the most money
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and also enjoy your career, that's enjoy your career, I mean,
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really enjoy your career and make the most money. Yout
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to talk to our CEOs. They've got the bird's eye
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view of where the really profitable jobs are, where the
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really profitable jobs are going to be, and they're willing
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to speak with you regarding their vision for the future
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and where you may fit into it. In order to
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make the most money and really enjoy your career, email
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us consult at Executive leaders radio dot com. That consult
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at Executive leaders radio dot com to get help from
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our CEOs regarding where you may want to go in
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00:11:34.039 --> 00:11:36.879
your career to make the most money and really enjoy
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your career, consult at Executive leaders radio dot com. We're back.
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You're listening to Executive Leaders Radio. That's your host for
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Cohen and let's get to know Marin Curry, who's the
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founder and CEO of Ardy Coaching and Marion what is
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Art and Coaching?
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What are you guys doing?
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Art and Coaching is a leadership development firm. We make
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better leaders at all levels of the organization.
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Gotcha where you're from? How many brothers and sisters? And
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where are you in the pecking order?
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I'm from Northern New Jersey and I'm the oldest of three.
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Eight to fourteen. What's the list look like? What were
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you doing?
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Oh man?
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I was having a suburban childhood, going to school, paying attention,
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being a good student, but probably the outcast.
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I had loving parents.
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I started taekwondo when I was ten that I pursued
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till I was sixteen and got a black belt.
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Gotcha? What a mom and dad do for a living?
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Dad was a psychiatrist and mom was an artist.
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Gotcha? David? What do you give me a hand getting
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in the Marron place? Sure?
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Hi, Mareon.
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You mentioned you know, feeling like an outcast in school.
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Can you share with us why you felt that way?
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And then the second part of my question is how
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do you feel that influence to who you've become today
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as a supreme coach?
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I think I was unpopular because I was smart. I
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was an outspoken girl. I was unafraid to not be
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conforming to what everyone else was doing. I was expressive, creative,
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probably loud. And how did that impact me?
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Now?
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I think that those are some of the things it
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takes to be an entrepreneur. You have to be smart,
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you have to not worry about what other people think,
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and my dad paid a lot of attention to well,
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both my parents paid a lot of attention to how
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that impacted me. How being an outcast and unpopular impacted
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me and they took great care of me. And I
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think that part speaks to what I do today, that
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I really care about the individuals and how things impact
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them and then how they show up as a result
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of that.
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Jason, you said you got a black belt in taekwondo.
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To do that, you must have had some great coaches
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along the way. Tell me about a coach that you
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really looked up to and how that influences how you
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coach others today.
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Yeah. So his name was Gary.
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He was one of the three black belts in the
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school I started with, and he went elf to start
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his own school and brought me with him, And you know,
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I learned about practice and hard work, commitment, having courage,
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and I think the merit that he saw in me
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something at you know, thirteen, probably at that time that
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I was able to train the adults and teach the classes.
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I think that that amount of respect that he showed
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was really influential for me.
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Michael Marriage staying with the martial arts, I was wondering
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with the commitment and discipline and dedication you have to
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have to succeed in martial arts, how and what kind
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of impact has that had in your life and specifically
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with your career.
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Again, I think it's the aspects of being entrepreneurial, you know.
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I mean I had a place to go and take
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my energy and be good at something that was not
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what everyone else was doing. You know, I wasn't there
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with a whole bunch of kids in my class. I
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was totally on my own and doing that because it
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was something that I valued. And I think that that
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kind of north star as an entrepreneur is really important
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doing the thing that's important to you, putting in the
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hard work, putting in the effort, learning as you go,
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making mistakes, and having great coaching and mentorship. I think
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all that's what I do now.
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Well, yeah, Mary, I'm fascinated with all your leadership work
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in the organization and that you're working through all levels
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let's say of leaders or emerging leaders in the organization,
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but those executive leaders. What was it about some of
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the people the leaders in when you were younger, or
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your coaches or teachers that you saw that were gaps
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that you now are helping fill in these executive leaders
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you're working with.
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Yeah, you know, I was really fortunate I didn't have
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leaders that had a huge amount of gaps, at least
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in my young eyes, you know.
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I mean I had teachers who believed in me.
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The ones that were really influential are the ones who
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spoke to me and spoke to the best parts of
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me and believed in me, respected me, and weren't condescending,
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but really taught me to believe in myself and trust myself.
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And as someone who wasn't popular, that was a really
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important message.
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So I had great examples.
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Do you find executive leaders don't believe in themselves.
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I think there's a lot of imposter syndrome. I think
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often they don't believe in themselves, and I think it's
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hard for them to sometimes relate to others. You know,
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they've had their own journey to get where they are
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and then to turn around and look at their teams.
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You know, I think we all believe that other people
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are more secure than we are, and so we look at.
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Ourselves and see imposter syndrome.
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But we look at others and see confidence and executive presence,
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and we still have to speak to that inner part
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of them that can also be fragile.
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David Maarn, what did you do before you started.
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Arden about seventy five other things. I mean, Arden's eighteen
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years old. But before that, I ran a national championship
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dance competition team. I was a professional actor doing Shakespeare
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around the country. I ran an event management company that
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someone else owned, and then started my own. I helped
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on the IPOs for like Blackstone and Genworth Financial, So
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it's quite a diverse range.
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What's all that's above have to with what you're doing
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with thorg and coaching?
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Though, I've always been fascinated in who people are as
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human beings, and so my degree is in cognitive science.
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I've been studying the brain since I was eighteen, and
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that combined with acting, where you get to get inside
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someone's brain and then work with people in all these
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different ways. To me, it's all about who we are
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as human beings and making the most of this journey.
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Filas.
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Yeah, you know you had said when I asked you
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about what gaps did you see in some of the
372
00:18:35.039 --> 00:18:37.200
leaders or coaches or teachers when you're younger that you're
373
00:18:37.240 --> 00:18:39.839
bringing to execs today, And he said, I really had
374
00:18:39.880 --> 00:18:44.480
good examples. So in retrospect, looking back at some of
375
00:18:44.480 --> 00:18:48.759
those examples, what are things that you're helping the leaders
376
00:18:48.799 --> 00:18:51.480
you're training today, the coaching you're doing today, from what
377
00:18:51.559 --> 00:18:53.319
you learned in your younger years.
378
00:18:56.000 --> 00:18:59.920
We recognize the humanity of the people that we work with,
379
00:19:00.079 --> 00:19:02.720
both the individual leader we're working with, but also helping
380
00:19:02.759 --> 00:19:05.720
them recognize that in other people. I think if I
381
00:19:05.799 --> 00:19:08.480
look at how my parents were with me, or how
382
00:19:08.519 --> 00:19:12.960
my teachers were with me, or that taekwondo coach, I
383
00:19:13.000 --> 00:19:16.559
think it's about recognizing who the person is and not
384
00:19:16.640 --> 00:19:19.960
treating them like their job title or like their.
385
00:19:19.799 --> 00:19:21.640
Position like kid.
386
00:19:21.799 --> 00:19:24.920
You know, you treat them as the up and coming
387
00:19:25.000 --> 00:19:27.599
leader that you see as their potential.
388
00:19:27.920 --> 00:19:30.839
I think those qualities are what we try and bring now.
389
00:19:31.599 --> 00:19:34.200
You mentioned earlier we were speaking that you're a mom,
390
00:19:34.319 --> 00:19:38.960
and you smiled. It just felt like you're really proud
391
00:19:39.039 --> 00:19:40.680
of being a mom. Why why do you think you're
392
00:19:40.720 --> 00:19:41.519
such a good mom.
393
00:19:43.799 --> 00:19:45.680
I'm fifty five and I had my kids when I
394
00:19:45.720 --> 00:19:46.960
was forty seven and fifty.
395
00:19:49.200 --> 00:19:51.279
Maybe the tenacity to not give up. It took a
396
00:19:51.319 --> 00:19:53.119
lot to have them, and.
397
00:19:54.920 --> 00:19:58.480
I just can't imagine doing this at like twenty five
398
00:19:58.599 --> 00:20:02.640
or thirty. Kudos to everybody who does, because I feel
399
00:20:02.640 --> 00:20:05.039
like I have so many more life tools to use
400
00:20:05.160 --> 00:20:08.279
as a mom now than I would have earlier, and
401
00:20:08.359 --> 00:20:10.839
I'm just so grateful that I get to share those now.
402
00:20:11.119 --> 00:20:16.640
So why do you think you're an awesome mom?
403
00:20:16.920 --> 00:20:21.880
Because I treat my kids like respected people and they
404
00:20:21.880 --> 00:20:23.960
have things to learn. They're not adults, you know, they
405
00:20:23.960 --> 00:20:26.119
still have a bedtime and have to eat their veggies
406
00:20:26.160 --> 00:20:26.759
and all those things.
407
00:20:26.839 --> 00:20:29.079
But you know.
408
00:20:29.079 --> 00:20:31.400
I really want to listen to them and hear their
409
00:20:31.440 --> 00:20:34.680
perspective and understand that they have a full emotional life
410
00:20:35.400 --> 00:20:36.960
even at four and seven.
411
00:20:37.799 --> 00:20:40.240
Well, what's the difference between your kids and the way
412
00:20:40.279 --> 00:20:41.400
you treat your clients.
413
00:20:43.839 --> 00:20:47.240
Hopefully I use better, more advanced language with my clients
414
00:20:47.240 --> 00:20:50.160
than I do it, but.
415
00:20:51.519 --> 00:20:55.400
It sounds amiliar. You're really looking to understand the individual,
416
00:20:55.880 --> 00:20:59.440
whether whether it's for business coaching or whether it's your kids.
417
00:21:00.480 --> 00:21:03.000
Well, you understand the individual, and I think, you know,
418
00:21:03.000 --> 00:21:04.599
I haven't thought about it till just now, but I
419
00:21:04.640 --> 00:21:07.640
think that the partnership that we have as a coach.
420
00:21:07.680 --> 00:21:09.759
You know, we're not a teacher. As a coach, we're
421
00:21:10.400 --> 00:21:14.000
a guide and a partner. Because we don't think, oh
422
00:21:14.039 --> 00:21:16.119
I know everything and you don't know anything. That's not
423
00:21:16.200 --> 00:21:18.759
the stance of a coach. The coach is here, let's
424
00:21:18.759 --> 00:21:21.880
go together. I can ask some challenging questions and push
425
00:21:21.920 --> 00:21:24.279
you and help you grow, and challenge you and believe
426
00:21:24.319 --> 00:21:27.839
in you. But I don't know you better than you
427
00:21:27.920 --> 00:21:30.559
know yourself. And I think that's the same with parenting.
428
00:21:30.759 --> 00:21:33.519
What's the website address for this art and coaching.
429
00:21:33.960 --> 00:21:36.880
Ardencaching dot com a ard ncoaching dot com.
430
00:21:37.480 --> 00:21:40.839
It's being with Maren Curry, founder and CEO of Art Coaching.
431
00:21:40.839 --> 00:21:43.079
Here on Executive who Wage Radio is don't different? Visit
432
00:21:43.119 --> 00:21:46.440
our website Executive leaders Radio dot com we learn more
433
00:21:46.440 --> 00:21:49.559
about our executive leaders. It's Executive leaders Radio dot com
434
00:21:49.599 --> 00:21:51.599
to learn more about our executive leaders. When back at
435
00:21:51.599 --> 00:21:54.000
a murmer right here to this quick break, don't go anywhere,
436
00:21:54.160 --> 00:22:10.759
be right back. We're back.
437
00:22:10.839 --> 00:22:13.559
You're listening to Executive Leaders Radio this year host Herb
438
00:22:13.599 --> 00:22:16.119
Cohen and let's get the note, Sup Hop Barry. Who's
439
00:22:16.160 --> 00:22:19.279
president of sorrow Mount Suppap? What is Sarah Mount? What
440
00:22:19.279 --> 00:22:20.079
are you guys doing?
441
00:22:20.920 --> 00:22:25.039
Sarah Mount is a broad based talent services company. We
442
00:22:25.079 --> 00:22:28.799
focus on building high performing workplaces. We partner with over
443
00:22:28.839 --> 00:22:32.400
six hundred organizations. We solve today's talent problems.
444
00:22:32.559 --> 00:22:34.640
And you're about one hundred and sixty people. If I
445
00:22:34.680 --> 00:22:37.359
remember correctly where you're from, how many brothers and sisters?
446
00:22:37.400 --> 00:22:40.759
And where are you in the pecking order from India?
447
00:22:41.039 --> 00:22:42.720
I'm one of three, I'm the oldest.
448
00:22:43.119 --> 00:22:45.160
Got youa eight to fourteen? What's the list look like?
449
00:22:45.200 --> 00:22:46.599
What were you doing eight to fourteen?
450
00:22:47.200 --> 00:22:49.839
Having a lot of fun, studying hard, reading a lot
451
00:22:49.920 --> 00:22:53.119
of books, horsing around and playing with all my cousins
452
00:22:53.960 --> 00:22:57.599
and trying to live up to the family's expectations.
453
00:22:57.839 --> 00:23:01.799
Ah and David to give me a hind with sure.
454
00:23:01.960 --> 00:23:06.400
Sure, but what we What were your family's expectations of
455
00:23:06.440 --> 00:23:08.079
you as you grew up?
456
00:23:08.559 --> 00:23:11.480
Well, I grew up in a very conservative South Indian family,
457
00:23:11.759 --> 00:23:16.519
so studying hard, doing well at school, learning how to cook,
458
00:23:17.319 --> 00:23:21.480
and making a good marriage, all right?
459
00:23:21.519 --> 00:23:23.920
And how early in your in your life did you
460
00:23:24.079 --> 00:23:25.759
know those expectations?
461
00:23:26.400 --> 00:23:29.079
We grew up knowing that because that's what happened to
462
00:23:29.119 --> 00:23:31.720
everybody else around me. My mother was the first one
463
00:23:31.759 --> 00:23:34.799
in her extended family to go to university to get
464
00:23:34.799 --> 00:23:37.359
a degree, and I was the first one to be
465
00:23:37.440 --> 00:23:40.799
able to leave the country for an advanced degree in
466
00:23:40.799 --> 00:23:41.680
the United States.
467
00:23:41.960 --> 00:23:46.880
Fantastic, Jason, Yeah, so you talked about reading as a
468
00:23:46.880 --> 00:23:48.839
big part of your childhood. Tell me maybe about your
469
00:23:48.839 --> 00:23:52.359
favorite book and what you learn from from your favorite
470
00:23:52.440 --> 00:23:53.400
character in those books.
471
00:23:54.079 --> 00:23:58.759
Well, my favorite author was a British author called Enid Blyton,
472
00:23:58.839 --> 00:24:01.119
and I think I read every book she ever wrote,
473
00:24:01.680 --> 00:24:03.279
and I think I did that by the time I
474
00:24:03.359 --> 00:24:07.359
was ten or eleven, and I lived vicariously a very
475
00:24:07.400 --> 00:24:11.599
Western life through reading those books. These were about the
476
00:24:11.640 --> 00:24:15.160
secret seven was seven kids growing up in a neighborhood
477
00:24:15.200 --> 00:24:19.039
and having all these amazing adventures. So lived life as
478
00:24:19.079 --> 00:24:20.079
though I could do that.
479
00:24:20.240 --> 00:24:20.920
But in India.
480
00:24:22.359 --> 00:24:28.880
Nice Tom, Yeah, you had talked earlier about you know,
481
00:24:28.920 --> 00:24:31.480
as a kid in India, growing up in India, that
482
00:24:31.640 --> 00:24:36.519
it was to be seen not heard, And I'm curious,
483
00:24:38.720 --> 00:24:42.519
you know how your work today, how does that influence
484
00:24:42.599 --> 00:24:43.200
what you do.
485
00:24:45.000 --> 00:24:49.599
It's really interesting because being seen and not heard did
486
00:24:49.640 --> 00:24:53.640
not mean you didn't observe. You actually had a lot
487
00:24:53.680 --> 00:24:57.319
of time to pay attention to people and their actions
488
00:24:57.440 --> 00:25:01.720
and their behaviors. And so learning to do that as
489
00:25:01.720 --> 00:25:04.799
I was growing up has allowed me to be able
490
00:25:04.839 --> 00:25:09.119
to focus on people who often get left behind, which
491
00:25:09.160 --> 00:25:14.119
is a focus in supporting talent in workplaces. You have
492
00:25:14.200 --> 00:25:16.480
to pay attention to those that are not sort of
493
00:25:16.519 --> 00:25:17.759
the loudest voice.
494
00:25:17.519 --> 00:25:24.680
In the room, Michael sub I think something that I'm
495
00:25:24.799 --> 00:25:29.160
very intrigued by is coming to another country at twenty
496
00:25:29.240 --> 00:25:29.759
years old.
497
00:25:30.200 --> 00:25:33.880
How you're able to navigate the culture that you came
498
00:25:33.920 --> 00:25:37.440
from to a culture of another country, so much so
499
00:25:37.599 --> 00:25:40.599
that you could run one hundred and sixty person organization.
500
00:25:42.359 --> 00:25:45.039
Well, when you again come to a new place, you
501
00:25:45.119 --> 00:25:47.559
have to be observant. You look around to see what
502
00:25:47.599 --> 00:25:50.160
the culture is about. And of course, in this country,
503
00:25:50.200 --> 00:25:53.599
it all revolves around sports. And even though I didn't
504
00:25:53.599 --> 00:25:56.359
know a lot about baseball, I knew how to memorize
505
00:25:56.440 --> 00:25:59.119
box scores. And for those of you that know a
506
00:25:59.160 --> 00:26:01.960
lot of Indians know, we're supposedly very good at math.
507
00:26:02.519 --> 00:26:04.559
So I use that as an entry.
508
00:26:04.359 --> 00:26:08.119
Point and began to love baseball. Apologies, but I'm a
509
00:26:08.119 --> 00:26:09.240
big Yankees fan.
510
00:26:09.759 --> 00:26:09.839
And.
511
00:26:12.279 --> 00:26:16.160
I figured that sports was a way in which you
512
00:26:16.279 --> 00:26:18.880
found commonalities, you found connections.
513
00:26:19.839 --> 00:26:22.400
Super How young were you when you were taking charge?
514
00:26:22.440 --> 00:26:25.680
How young were you when you were taking charge?
515
00:26:26.559 --> 00:26:27.200
Very early?
516
00:26:27.400 --> 00:26:30.359
Because my father had a lot of health issues. Not
517
00:26:30.400 --> 00:26:32.640
only did he move around a lot for his job.
518
00:26:33.400 --> 00:26:36.599
I went to eight schools in the first ten years
519
00:26:37.319 --> 00:26:41.640
of schooling, and you know, you had to step up
520
00:26:41.680 --> 00:26:44.799
and take charge, not only to help support your mom
521
00:26:45.279 --> 00:26:47.920
because she did all the organizing for the move, etc.
522
00:26:48.519 --> 00:26:52.039
But also be able to support your siblings in adapting
523
00:26:52.079 --> 00:26:55.279
to a new place, a new language, a new new
524
00:26:55.400 --> 00:26:57.839
environment because every state in India might as well be
525
00:26:57.880 --> 00:26:58.759
a different country.
526
00:26:59.200 --> 00:27:02.279
Well, sounds like as opposed to you had to you
527
00:27:02.319 --> 00:27:05.440
did you know? You stepped up, you took the responsibility.
528
00:27:05.440 --> 00:27:07.759
It seems as a pretty clear connection between you taking
529
00:27:07.799 --> 00:27:11.640
responsibility as a kid in organizing everything and being responsible
530
00:27:11.680 --> 00:27:13.000
and what you're doing nowadays.
531
00:27:13.400 --> 00:27:15.359
David, want to give me a hand, Yeah, Sue.
532
00:27:15.400 --> 00:27:17.279
But you also talked about in the green room that
533
00:27:17.319 --> 00:27:21.160
you went through single sex school, you know, in India,
534
00:27:21.599 --> 00:27:24.839
So I'm curious you know how that impacts the work
535
00:27:24.839 --> 00:27:28.319
you do today where obviously you know, the workforce is
536
00:27:28.319 --> 00:27:31.200
not single sex, So you know, tell me about that
537
00:27:31.240 --> 00:27:31.720
a little bit.
538
00:27:32.559 --> 00:27:34.319
The two very.
539
00:27:34.119 --> 00:27:37.240
Important things that come out of it is one, when
540
00:27:37.240 --> 00:27:37.519
you go.
541
00:27:37.519 --> 00:27:40.880
To a single sex school, you're you're really.
542
00:27:40.559 --> 00:27:44.799
Not competing for attention in ways that I think you
543
00:27:44.880 --> 00:27:48.440
do here in the United States, especially in middle school,
544
00:27:48.519 --> 00:27:51.839
when girls start to dumb themselves down to quote unquote
545
00:27:51.880 --> 00:27:55.200
be attractive to boys. That doesn't happen in India. You
546
00:27:55.279 --> 00:27:57.440
just want to be the best you can be. And
547
00:27:58.079 --> 00:28:00.720
yet I was surrounded by a lot of male so
548
00:28:00.799 --> 00:28:02.920
I really did know it was important to be able
549
00:28:02.960 --> 00:28:07.200
to get along, to understand their language, their behavior, their actions.
550
00:28:07.680 --> 00:28:10.880
So the ability to be able to navigate that has
551
00:28:10.920 --> 00:28:12.759
actually served me very very well.
552
00:28:13.480 --> 00:28:14.880
Wonderful promise.
553
00:28:16.160 --> 00:28:20.039
Yeah, you had mentioned suba that you're five or six
554
00:28:20.160 --> 00:28:24.400
time cancer survivors, So congratulations. That is just absolutely awesome.
555
00:28:25.119 --> 00:28:27.799
Where the resilience come from. That's a lot of times
556
00:28:27.839 --> 00:28:28.640
to get back up.
557
00:28:29.599 --> 00:28:29.839
Well.
558
00:28:29.880 --> 00:28:33.240
I watched a father who struggled with heart disease and
559
00:28:33.319 --> 00:28:36.559
diabetes for most of his life, and I saw how
560
00:28:36.559 --> 00:28:40.079
he never ever let anything get in the way of
561
00:28:40.200 --> 00:28:47.480
continuing to work hard provide be a towering figure in society.
562
00:28:47.480 --> 00:28:52.519
He was enormously successful. And you learned to wear the
563
00:28:52.559 --> 00:28:56.279
disease likely. I had Hotchkins lymphoma five times and breast
564
00:28:56.359 --> 00:28:59.160
cancer once. In fact, I had a stem cell transplant
565
00:28:59.200 --> 00:29:03.759
a pen at the Abramson Cancer Center. But I will
566
00:29:03.759 --> 00:29:07.200
tell you you learn to wear your disease likely. Know
567
00:29:07.319 --> 00:29:11.160
that you are you long before that disease came to you.
568
00:29:12.680 --> 00:29:14.200
But you think you're ever going to retire?
569
00:29:15.279 --> 00:29:15.799
I hope not.
570
00:29:17.279 --> 00:29:19.759
But I mean, you know, you're a financially successful woman.
571
00:29:19.799 --> 00:29:22.400
You could retire. You could go to Florida and you know,
572
00:29:22.480 --> 00:29:25.559
watch TV and why why do you want to keep working?
573
00:29:25.599 --> 00:29:27.079
What's wrong? What's wrong? What's going on?
574
00:29:27.519 --> 00:29:29.759
Well, there's a lot of things to do in this world.
575
00:29:29.839 --> 00:29:31.200
Have you looked around recently.
576
00:29:32.519 --> 00:29:34.720
There's a lot of problems to solve, a lot of
577
00:29:34.759 --> 00:29:37.640
people to help, a lot of challenges to overcome.
578
00:29:37.880 --> 00:29:39.279
So if not me, then who?
579
00:29:40.359 --> 00:29:43.599
So you're really driven and what what? What really turns
580
00:29:43.640 --> 00:29:43.839
you on?
581
00:29:44.039 --> 00:29:44.160
What?
582
00:29:44.200 --> 00:29:46.640
Really? What's what do you find meaningful?
583
00:29:46.960 --> 00:29:48.759
You know, early in life I would say to you,
584
00:29:48.799 --> 00:29:51.920
as an immigrant woman who came to this country, my
585
00:29:52.039 --> 00:29:54.759
goal was to make a lot of money. I started
586
00:29:54.799 --> 00:29:57.480
my career as a commodities trader. I was a wealth advisor.
587
00:29:57.880 --> 00:29:59.880
I was one of the top one hundred at Marylyn
588
00:30:00.039 --> 00:30:04.079
shout of sixteen thousand. So I found success very early
589
00:30:04.119 --> 00:30:06.720
in life. But that first bout of cancer in my
590
00:30:06.799 --> 00:30:09.400
early thirties reminded me that all the money in the
591
00:30:09.400 --> 00:30:13.240
bank cannot buy you one more minute of life. And
592
00:30:13.279 --> 00:30:16.720
that sort of changed my worldview. And what I look
593
00:30:16.799 --> 00:30:20.559
at is to say what is needed to be done
594
00:30:20.599 --> 00:30:23.079
and who is courageous and bold enough to do it?
595
00:30:23.480 --> 00:30:25.960
And I want to gather people around me with that
596
00:30:26.119 --> 00:30:29.839
sense of purpose that come together to say we'll make
597
00:30:29.880 --> 00:30:32.920
this world better while making a lot of money.
598
00:30:33.400 --> 00:30:38.839
So as opposed to as opposed to the cancer defeating you,
599
00:30:39.079 --> 00:30:41.920
it helped, It really helped spur you on to help
600
00:30:42.079 --> 00:30:45.640
organize others taking a look at what other causes needed
601
00:30:45.680 --> 00:30:49.039
to be So it really turns you on is accomplishing
602
00:30:49.160 --> 00:30:51.160
with others? Am I reading that right?
603
00:30:51.640 --> 00:30:53.279
Absolutely? Absolutely?
604
00:30:54.960 --> 00:30:58.240
And it's not it's money is just to simply a measure.
605
00:30:58.279 --> 00:31:00.680
At this point in time, it sounds like it's.
606
00:31:00.559 --> 00:31:01.240
A good measure.
607
00:31:01.960 --> 00:31:04.359
I will never underplay that I'd rather have money than
608
00:31:04.400 --> 00:31:05.119
not have money.
609
00:31:07.119 --> 00:31:09.240
How do you give back to society?
610
00:31:09.519 --> 00:31:13.359
Well, I give back to causes that really are closed
611
00:31:13.359 --> 00:31:16.480
near and dear to my heart, women and children, especially
612
00:31:16.680 --> 00:31:22.039
maternal health. Second one is around cancer, and the third
613
00:31:22.079 --> 00:31:26.799
one is to really support any underrepresented population trying to
614
00:31:26.880 --> 00:31:29.160
uplift them.
615
00:31:29.200 --> 00:31:33.240
And this really you really find this stuff meaningful. You've
616
00:31:33.279 --> 00:31:35.279
done a lot of thinking about what's the meaning of
617
00:31:35.359 --> 00:31:37.400
life and where do you come from and where you're
618
00:31:37.440 --> 00:31:39.160
going and all that other kinds of stuff. You're a
619
00:31:39.240 --> 00:31:40.440
natural thinker, aren't you.
620
00:31:41.160 --> 00:31:41.720
I hope so.
621
00:31:42.160 --> 00:31:44.720
You know, one of the blessings of having cancer early
622
00:31:44.920 --> 00:31:46.880
was that I didn't have to wait to think about
623
00:31:46.960 --> 00:31:49.720
legacy till I was in my fifties and sixties.
624
00:31:50.279 --> 00:31:51.480
I was blessed to have had my.
625
00:31:51.519 --> 00:31:55.440
Children very early, and so I have grown children and
626
00:31:55.519 --> 00:31:58.240
I can really do what brings true to me.
627
00:31:59.559 --> 00:32:01.960
Website addressed for Throwmount.
628
00:32:02.519 --> 00:32:05.400
Seramount dot com, s c R A M O.
629
00:32:05.400 --> 00:32:06.759
U n T dot com.
630
00:32:06.880 --> 00:32:10.039
Absolutely we can thinking with SUPERB Bowie, President of Feramount
631
00:32:10.039 --> 00:32:11.440
here on Executive Leaders Radio.
632
00:32:11.480 --> 00:32:13.559
Stick around with me back in a moment right after
633
00:32:13.599 --> 00:32:17.119
this quick break, they'll go anywhere. This is her co
634
00:32:17.319 --> 00:32:21.359
and your host of Executive Leaders Radio. And if you're
635
00:32:21.640 --> 00:32:27.960
a business consultant, if you consult to business owners or
636
00:32:28.400 --> 00:32:33.799
to business owners team members, then we'd like to speak
637
00:32:33.839 --> 00:32:37.240
with you because we're getting requests from people all over
638
00:32:37.279 --> 00:32:42.160
the country, from entrepreneurs all over the country that are
639
00:32:42.200 --> 00:32:46.240
starting and building their businesses where they're looking for help
640
00:32:46.839 --> 00:32:50.279
and maybe we can help connect you. Why don't you
641
00:32:50.319 --> 00:32:56.079
email us at consult at Executive Leaders Radio dot com.
642
00:32:56.680 --> 00:33:02.440
That's consult at Executive Leaders Radio, and perhaps we can
643
00:33:02.480 --> 00:33:06.640
connect you to folks, to entrepreneurs and their team members
644
00:33:06.680 --> 00:33:09.920
all around the country that are looking for help. That's
645
00:33:10.000 --> 00:33:33.480
consult at executive leaders radio dot com. We're back.
646
00:33:33.599 --> 00:33:36.319
You're listening to Executive Leaders Radio this year host Trup
647
00:33:36.400 --> 00:33:38.559
Cohen and let's get the note. Michael Sharp, founder and
648
00:33:38.640 --> 00:33:40.759
executive chairman of Sharp Financial.
649
00:33:40.920 --> 00:33:43.079
Michael, what is Sharp Financial? What are you doing?
650
00:33:43.559 --> 00:33:49.119
Uh? It's integrated financial services company bringing together accounting, tax,
651
00:33:49.720 --> 00:33:51.240
wealth and investment banking.
652
00:33:52.119 --> 00:33:54.359
Gotcha where you're from? How many brothers and sisters? And
653
00:33:54.359 --> 00:33:55.680
where are you in the pecking order?
654
00:33:56.359 --> 00:33:59.200
From Philadelphia? I am the oldest of three.
655
00:34:00.000 --> 00:34:00.440
Alrighty?
656
00:34:00.519 --> 00:34:02.359
In eight to fourteen, what's the list looked like? What
657
00:34:02.440 --> 00:34:03.799
were you doing eight to fourteen?
658
00:34:04.319 --> 00:34:07.279
Short list? Playing ball and going to school?
659
00:34:07.960 --> 00:34:08.039
Uh?
660
00:34:08.119 --> 00:34:09.880
Huh. You mentioned that you grew up in a row
661
00:34:09.880 --> 00:34:13.400
house in northeast Philadelphia, that your mom was a secretary,
662
00:34:13.519 --> 00:34:16.039
your dad was involved with recruiting, and.
663
00:34:16.000 --> 00:34:18.920
That your favorite sport was basketball. What was your role
664
00:34:19.000 --> 00:34:21.199
on the team and what's that have to do with
665
00:34:21.199 --> 00:34:22.840
who you is nowadays?
666
00:34:23.880 --> 00:34:27.840
My role was a guard, either point guard or shooting guard.
667
00:34:27.920 --> 00:34:30.880
And what it has to do really with everything I've
668
00:34:30.920 --> 00:34:35.719
done is really from a leadership role most of most
669
00:34:35.760 --> 00:34:36.800
of my adult life.
670
00:34:37.639 --> 00:34:39.239
Yeah, you mentioned you grew up with a lot of
671
00:34:39.320 --> 00:34:41.800
kids in the neighborhood and whether you were the oldest
672
00:34:41.880 --> 00:34:44.719
or the youngest or the middle you quote unquote loved
673
00:34:44.800 --> 00:34:47.880
pulling everyone together. It sounds like you who you are
674
00:34:47.960 --> 00:34:51.320
nowadays in terms of, you know, helping build your own
675
00:34:51.440 --> 00:34:56.440
team as well as helping your clients and David, when
676
00:34:56.480 --> 00:34:58.920
you give me a hanging and know Michael, please yeah, sure.
677
00:34:59.119 --> 00:35:02.559
Hey, Michael, when you describe your story, you were telling
678
00:35:02.599 --> 00:35:06.840
my stories. So I feel a kindred spirit here. Tell
679
00:35:06.880 --> 00:35:10.039
me you know what led you to a career.
680
00:35:09.760 --> 00:35:14.679
In financial services. Honestly, it was really my default. I
681
00:35:15.840 --> 00:35:17.559
really thought I was going to be in the n
682
00:35:17.599 --> 00:35:20.400
b A. I don't know why I really believe that
683
00:35:20.440 --> 00:35:21.519
for so long because.
684
00:35:21.280 --> 00:35:22.280
It was never gonna happen.
685
00:35:22.320 --> 00:35:22.920
But I did.
686
00:35:23.559 --> 00:35:25.679
And I was good at math, and so when I
687
00:35:25.679 --> 00:35:28.639
graduated and I do something, and accounting seemed like it
688
00:35:28.719 --> 00:35:29.679
had a lot to do with math.
689
00:35:29.760 --> 00:35:31.840
So that's that was the choice.
690
00:35:33.519 --> 00:35:36.559
Reason you talked about wanting to be in the NBA.
691
00:35:36.719 --> 00:35:39.480
I'd be interested to know who is your favorite players
692
00:35:39.519 --> 00:35:43.079
growing up, who you idolized and what characteristics do you
693
00:35:43.119 --> 00:35:47.039
take from them that you use in your daily life.
694
00:35:48.239 --> 00:35:51.239
I mean, my favorite players were in my day were
695
00:35:51.440 --> 00:35:55.880
World B Free, Doctor J, Doug Collins, later on Alan Iverson,
696
00:35:57.119 --> 00:36:00.760
and really it was just not only out how great
697
00:36:00.760 --> 00:36:03.280
they were, and they were great in different ways, but
698
00:36:03.360 --> 00:36:06.920
mostly how resilient they all were also a different way,
699
00:36:07.079 --> 00:36:10.320
some some through practice, some not so.
700
00:36:10.320 --> 00:36:12.480
Much through practice by the games itself.
701
00:36:13.559 --> 00:36:17.159
So it really always the basketball community had a big
702
00:36:17.199 --> 00:36:19.800
impact in my life in general and everything I've done.
703
00:36:20.440 --> 00:36:23.480
So these people that you respected as athletes are actually
704
00:36:23.480 --> 00:36:26.440
your clients nowadays you've gotten to know them personally.
705
00:36:27.079 --> 00:36:30.519
Yeah, I've been very fortunate to work with guys like
706
00:36:30.599 --> 00:36:34.880
worlb Free and Doctor J, and Doug Collins and now
707
00:36:34.880 --> 00:36:38.360
Allen Iverson, which has been great, And I've learned a
708
00:36:38.400 --> 00:36:41.639
lot from them, and I understand a lot more about
709
00:36:41.679 --> 00:36:45.199
them than I did observing them, whether they played or
710
00:36:45.480 --> 00:36:47.920
things I thought I knew about them, you know, through
711
00:36:47.960 --> 00:36:48.880
things I heard.
712
00:36:49.719 --> 00:36:52.920
So these people. So how has that affected who you were?
713
00:36:52.960 --> 00:36:55.280
Have you learned more about yourself through this process?
714
00:36:56.760 --> 00:37:00.880
I always say through basketball that community has taught me
715
00:37:01.239 --> 00:37:04.320
more than probably anything that I've ever done.
716
00:37:04.360 --> 00:37:05.639
It has served me so well.
717
00:37:05.719 --> 00:37:09.400
And now getting to know some of my childhood heroes.
718
00:37:09.480 --> 00:37:13.920
The way I have has even taught me more about life.
719
00:37:15.119 --> 00:37:17.280
Tom.
720
00:37:17.360 --> 00:37:18.639
Yeah, that's fascinating.
721
00:37:18.639 --> 00:37:18.840
Mike.
722
00:37:18.920 --> 00:37:21.239
You know you talk about basketball being just part of
723
00:37:21.280 --> 00:37:26.119
your community, and I can imagine in that Philadelphia center
724
00:37:26.199 --> 00:37:29.480
city and just coming together, and you had a dream
725
00:37:29.519 --> 00:37:31.039
to be a pro all the way up until you're
726
00:37:31.079 --> 00:37:33.400
a senior in college and then realized this isn't going
727
00:37:33.480 --> 00:37:33.920
to happen.
728
00:37:35.280 --> 00:37:37.280
That's a that's that could be a big letdown.
729
00:37:37.599 --> 00:37:39.599
How did that lead to who you are today to
730
00:37:39.679 --> 00:37:40.679
what you're doing today?
731
00:37:42.400 --> 00:37:45.679
Just just the resiliency that I learned growing up that
732
00:37:46.159 --> 00:37:49.079
you know, you have these aspirations, they don't always go
733
00:37:49.199 --> 00:37:49.960
your way.
734
00:37:49.840 --> 00:37:51.400
And you have to get back up.
735
00:37:52.079 --> 00:37:56.320
And fortunately for me, with all whatever I've accomplished in
736
00:37:56.440 --> 00:38:00.679
business wise, the thing I really accomplished was coach kids
737
00:38:01.119 --> 00:38:03.719
for a long time at at a pretty high level,
738
00:38:04.440 --> 00:38:08.679
enjoying a lot of success through being resilient, hard work,
739
00:38:09.239 --> 00:38:13.599
and most of all being a family, being good teammates,
740
00:38:13.719 --> 00:38:16.519
good family members. It's it's been great to helped me
741
00:38:16.599 --> 00:38:20.199
in my own life more than probably any one single area.
742
00:38:21.559 --> 00:38:24.000
Marin, give me a hint getting the new Michael please.
743
00:38:24.719 --> 00:38:26.920
Yeah, I want to follow up on that. How did
744
00:38:26.920 --> 00:38:31.599
that community and level of support that you've created and
745
00:38:31.639 --> 00:38:32.400
we're a part of.
746
00:38:33.079 --> 00:38:34.440
How do you feel like that's helped you?
747
00:38:36.880 --> 00:38:40.800
It helped me to understand that that it really was
748
00:38:40.840 --> 00:38:43.639
all about the team if you could, and I think
749
00:38:43.960 --> 00:38:47.880
you might have even mentioned it orsuba about you know,
750
00:38:48.119 --> 00:38:51.760
we we as coaches or teachers are there to guide,
751
00:38:52.800 --> 00:38:56.000
not we're not We're not not there to make somebody
752
00:38:56.079 --> 00:38:59.920
do something, but we're there to provide leadership and guy
753
00:39:00.840 --> 00:39:03.960
but also and learning. You know, you talk about your
754
00:39:04.039 --> 00:39:07.239
kids learning from kids, You could learn from anybody. And
755
00:39:07.280 --> 00:39:09.960
it really taught me that you can lead, but by
756
00:39:10.000 --> 00:39:12.079
being a good leader, you have to be a good
757
00:39:12.079 --> 00:39:14.679
listener and you have to be receptive to.
758
00:39:16.159 --> 00:39:18.159
A lot of ways of getting things done.
759
00:39:19.559 --> 00:39:21.719
Super would you give me a hint getting no mic? Please?
760
00:39:22.079 --> 00:39:22.480
Yeah?
761
00:39:22.679 --> 00:39:24.000
I want to follow up on that.
762
00:39:24.800 --> 00:39:27.960
From each of those experiences, there are things that you regret.
763
00:39:28.840 --> 00:39:31.000
What is something that you regret that you wish you
764
00:39:31.000 --> 00:39:33.480
could have done differently? And how would you do it differently?
765
00:39:34.159 --> 00:39:37.559
I know this sounds kind of you know, strange that
766
00:39:37.679 --> 00:39:39.280
you know people will say they have regrets.
767
00:39:39.360 --> 00:39:43.039
I don't. For one reason, I'm a firm believer that
768
00:39:43.480 --> 00:39:44.639
you learn from.
769
00:39:44.440 --> 00:39:48.360
Every experience, but you mostly learn even more from experiences
770
00:39:48.400 --> 00:39:51.400
that don't go your way. So it's hard to regret
771
00:39:51.480 --> 00:39:54.360
something if you learn so much from it, if you're
772
00:39:54.360 --> 00:39:57.159
willing to learn so much from it. And I've learned
773
00:39:57.199 --> 00:39:59.199
so much from some of the things that really haven't
774
00:39:59.199 --> 00:40:02.079
gone my way, so I really don't have a lot
775
00:40:02.119 --> 00:40:02.760
of regrets.
776
00:40:03.719 --> 00:40:06.320
Michael. You mentioned when you were seventeen you got a
777
00:40:06.440 --> 00:40:10.280
job in a chain of put a chain of stores
778
00:40:10.280 --> 00:40:15.800
called the Athlete's Foot. Why why were you so excited
779
00:40:15.800 --> 00:40:18.719
about working there? What was What was it about being
780
00:40:18.760 --> 00:40:21.559
seventeen and working at these stores that really turned you on.
781
00:40:22.519 --> 00:40:25.519
I got to work with all my friends, you know,
782
00:40:25.559 --> 00:40:28.320
we were all we were all sports guys. It was like,
783
00:40:28.400 --> 00:40:31.079
really it was like it was like a team.
784
00:40:31.199 --> 00:40:31.400
You know.
785
00:40:31.559 --> 00:40:35.159
It was a job as opposed to you know, playing basketball, baseball, football,
786
00:40:35.199 --> 00:40:38.719
but we were all together and we were also serving customers.
787
00:40:39.239 --> 00:40:40.400
So I got to.
788
00:40:40.400 --> 00:40:43.599
Learn a lot about how to you know, how to
789
00:40:43.599 --> 00:40:46.239
do well for the people that you served, but all
790
00:40:46.320 --> 00:40:48.800
by being part of a really great team.
791
00:40:49.480 --> 00:40:53.000
So it wasn't because of the money you were making
792
00:40:53.119 --> 00:40:55.480
or the commissions you were making. It was it was
793
00:40:55.559 --> 00:40:59.400
being part of a team. It was being as part
794
00:40:59.400 --> 00:41:01.000
of a team. It wasn't the money. Am I right
795
00:41:01.039 --> 00:41:03.079
about that? Or my reading that? Well? You know?
796
00:41:03.320 --> 00:41:07.960
And even even playing boar are especially coaching and in business,
797
00:41:08.039 --> 00:41:10.079
it's never it's never about the end.
798
00:41:10.079 --> 00:41:12.559
It's never about the result. It's never about the championship.
799
00:41:12.559 --> 00:41:14.880
It's never about the money. It's about the journey.
800
00:41:14.960 --> 00:41:16.920
It's about what you have to do to get there,
801
00:41:17.239 --> 00:41:20.239
and it's about doing it together and the rest will
802
00:41:20.239 --> 00:41:22.000
always take care of itself in the end.
803
00:41:23.159 --> 00:41:25.840
Let me ask you a question. You so you're serving
804
00:41:25.880 --> 00:41:28.320
your in the wealth you're doing, you're a wealth manager.
805
00:41:28.320 --> 00:41:29.840
Do you get to know your clients? Do you get
806
00:41:29.840 --> 00:41:32.039
to know them personally and get to know their families
807
00:41:32.039 --> 00:41:33.159
and stuff? Yes?
808
00:41:33.360 --> 00:41:36.559
Very well, just as Paul described, if you're going to
809
00:41:36.639 --> 00:41:38.400
do if you're going to do a great job, and
810
00:41:38.400 --> 00:41:40.760
you're going to do a great job, you know by
811
00:41:40.800 --> 00:41:44.159
really helping your clients. You if you don't know them,
812
00:41:44.159 --> 00:41:45.719
I don't know how you could actually do a good
813
00:41:45.800 --> 00:41:46.679
job by not know them.
814
00:41:46.719 --> 00:41:50.000
You have to know them. Do you enjoy that or
815
00:41:50.039 --> 00:41:50.960
does that work for you?
816
00:41:51.480 --> 00:41:54.639
Now? I love it. That's probably my.
817
00:41:54.079 --> 00:41:56.119
Favorite part about it is getting to know them and
818
00:41:56.159 --> 00:41:58.440
trying to figure out how we can help.
819
00:41:58.280 --> 00:42:02.519
Them, to know them and trying to figure out how
820
00:42:02.519 --> 00:42:06.199
you could help them. So, because you have the experience
821
00:42:07.159 --> 00:42:12.239
in wealth management and because you really enjoy really really
822
00:42:12.280 --> 00:42:14.760
it turns you on getting to know them, you're able
823
00:42:14.800 --> 00:42:17.840
to figure out ways that they may not be aware
824
00:42:17.880 --> 00:42:21.079
of that they can use help and your help. Am
825
00:42:21.119 --> 00:42:21.920
I seeing that right?
826
00:42:22.519 --> 00:42:23.159
Absolutely?
827
00:42:23.280 --> 00:42:28.039
And that even goes to, you know, sometimes really helping
828
00:42:28.119 --> 00:42:33.079
people that can't necessarily afford that in different areas, different
829
00:42:33.079 --> 00:42:36.320
walks of life. How we can use what we do
830
00:42:36.639 --> 00:42:38.400
to help people. Yeah, a lot of which we get
831
00:42:38.400 --> 00:42:42.840
paid for, but sometimes it encompasses, you know, things that
832
00:42:42.880 --> 00:42:45.320
we don't get paid for because we, in my opinion,
833
00:42:45.400 --> 00:42:47.440
have an obligation through.
834
00:42:47.280 --> 00:42:49.280
Things that we do know and how we can get
835
00:42:49.320 --> 00:42:49.960
back and help.
836
00:42:51.480 --> 00:42:54.880
So's you're not looking to sell your client stuff, You're
837
00:42:54.880 --> 00:42:56.960
not looking for an angle to sell them something. You're
838
00:42:57.000 --> 00:42:58.880
really looking to get to know them. And oh, by
839
00:42:58.880 --> 00:43:00.599
the way, you just happen to have a solution.
840
00:43:01.039 --> 00:43:03.239
Yeah, we never have to sell our clients anything.
841
00:43:03.440 --> 00:43:08.199
We can help them, We provide solutions and if we
842
00:43:08.280 --> 00:43:10.800
can help them, the rest we again will take care
843
00:43:10.840 --> 00:43:11.239
of itself.
844
00:43:11.239 --> 00:43:13.239
But we never have to sell our clients anything.
845
00:43:14.400 --> 00:43:14.599
Huh.
846
00:43:14.760 --> 00:43:16.639
So your goal is not to be the wealthiest guy
847
00:43:16.679 --> 00:43:18.199
on your de son, it's to be the most loved
848
00:43:18.199 --> 00:43:19.000
guy under the son.
849
00:43:19.039 --> 00:43:23.239
It sounds like it's really just doing the best thing,
850
00:43:23.960 --> 00:43:27.480
the best way, you know, being the best that you
851
00:43:27.519 --> 00:43:29.599
can at what you do and how you're serving, and
852
00:43:29.639 --> 00:43:30.920
the rest takes care of itself.
853
00:43:31.360 --> 00:43:33.679
Website addressed for Sharp Financial.
854
00:43:33.760 --> 00:43:35.880
It's a sharpllc dot com.
855
00:43:36.039 --> 00:43:38.599
We've been speaking with Michael Sharp, founder and executive chairman
856
00:43:38.679 --> 00:43:42.639
of Sharp Financial, as well as we've had the opportunity
857
00:43:42.639 --> 00:43:45.719
of hanging out and getting to know Paul Markowitch, partner
858
00:43:45.760 --> 00:43:51.079
at First Trust Financial Resources, Marion Perry, founder and CEO
859
00:43:51.159 --> 00:43:55.760
of Art and Coaching, SUPERB Barry, President of Sorrowmount, and
860
00:43:55.800 --> 00:44:00.199
again most recently Michael Sharp, founder and executive chairman of
861
00:44:00.280 --> 00:44:04.639
Sharp Financial. I would like to thank my official co hosts,
862
00:44:05.039 --> 00:44:10.400
Tom Garretty Compass Point Family Business Consulting, Michael Sharp, Sharp Financial,
863
00:44:11.360 --> 00:44:16.960
Jason Rocker Breath Wait Communications, and David DiStefano Ardent Coaching
864
00:44:17.039 --> 00:44:21.239
for giving me a hand structuring the questions, hopefully providing
865
00:44:21.360 --> 00:44:25.079
the listening, audience and educational and entertaining show, and my
866
00:44:25.599 --> 00:44:30.079
unofficial and last minute co hosts including Marion Curry, founder
867
00:44:30.119 --> 00:44:32.480
and CEO of Arden Coaching, and the superb Barty, President
868
00:44:32.480 --> 00:44:35.199
of Saramouth and giving me a hand getting to know
869
00:44:35.320 --> 00:44:36.320
mister Michael Sharp.
870
00:44:37.239 --> 00:44:38.599
Hopefully you've delivered.
871
00:44:38.239 --> 00:44:40.760
It and entertaining an inner show to our audience. Thank
872
00:44:40.800 --> 00:44:43.280
you for joining us today and please have.
873
00:44:43.320 --> 00:44:44.360
A nice day. By Bi