Rounding The Bases With Joel Goldberg

Latest Episodes:

Episode 216: Chris Costello, Co-Founder of blooom Mar 22, 2019

Show notes

Chris Costello is co-founder of blooom, with 3 O's, a technology company started to help people better invest and allocate their 401K. Started with 3 founders and now has 22 employees in Leawood, KS.Clients receive access to a financial advisor but also interaction with Blooom’s client-service team. One client at a time mentality.
Creative video on their website has led to 2-3 times the amount of clients signing up.
Analysis on website takes 3 minutes. Payment is as little as $10 a month.
www.blooom.

Episode 215: Dr. Allison Edwards, Founder Kansas City Direct Primary Care Mar 15, 2019

Show notes

Allison Edwards is a physician and entrepreneur who founded a primary care practice.
She can take care of 80-90 percent of a person's health care needs without referral to a specialist. Strong focus on relationships. No co-pays, charge patients a monthly fee who have constant access to the doctor. Goal of providing health care to patients in a way that's affordable and transparently priced.
Website: www.kansascitydirectprimarycare.com
Phone: 913-730-0331

Episode 214: Patrick Montgomery, Army Ranger & Owner KC Cattle Company Mar 08, 2019

Show notes

After serving in the Army, Patrick finished school & started KC Cattle Company, a veteran owned and operated company that buys feeder calves and sells beef through e-commerce. Mission is bridging gap between agriculture & the consumer & serving the veteran community. Lost brother-in-law Jeremy in the line of duty and now lives his life for Jeremy. Starting an incubator for vets interested in entrepreneurship.
www.kccattlecompany.com
Instagram/Facebook: @kccattlecompany

Episode 213: Nicole Feltz, American Family Insurance Mar 01, 2019

Show notes

Nicole Feltz and her younger brother bounced around growing up in Kansas City, Kansas with an alcoholic mother.
Owns insurance agency. Focus is to give 10% back to the community. Started working w/ American Family at 18-years old to pay for college. Motto is dream big.
Advice is get educated by talking to anyone and everyone.
Wants to buy and open a house for women and children in need and looking for a fresh start in honor of her late mother.
Phone: (913) 383-9100 Email: nfeltz@amfam.com

Episode 212: Courtney Thomas, Central Exchange CEO Feb 19, 2019

Show notes

Courtney Thomas grew up in North Carolina. Managed veterinary hospitals before moving to Kansas City in 2010.
The daughter of an alcoholic mother, she was raised by her grandmother, who was a survivor of domestic violence and ran a successful business.
Programs offered at Central Exchange range from negotiation skills to conflict resolution to STEM.
LinkedIn: CourtneyLeahThomas
Email: courtney@centralexchange.org
Website: Centralexchange.org
Feb 21st Event at CX:https://bit.ly/2T4k1sM

Episode 211: Jake Reid, Sporting Kansas City President and CEO Feb 15, 2019

Show notes

Jake Reid grew up in NE Ohio. Played Div 3 basketball
First job out of college was with New Orleans in the NBA, first management opportunity with move to Charlotte.
Worked in England in soccer for two seasons, then to Kansas City in 2010. Became president and CEO eventually.
Involved with re-brand changing name from Wizards to Sporting KC. After a year of criticism, the move was praised.
Jake focuses on business, Peter Vermes focuses on the team and they are synced at the hip reporting to Cliff Illig

Episode 210: Amy Leslie, Perspective Consulting CEO Feb 07, 2019

Show notes

Amy founded her company Perspective Consulting three years ago.
People are complex but predictable. She works with organizations using the Predictive Index to build teams and understanding what drives individuals. Optimize talent. Not just about datas. About what you do with the data.
Data informs intuition.
Trying to move the needle and change the perspective on gender equity.

Episode 209: Andrew Morgans, Marknology Jan 31, 2019

Show notes

Born to missionaries. Lived in Montreal, Kansas City, Cameroon, Botswana, Moscow, Congo and Hawaii
Traveled and toured as a musician which was his first venture into entrepreneurship. Learned e-commerce and started own company Marknology an Amazon brand accelerator,plus an apparel company called Landed Locked. Built client base freelancing with UpWork and started his company in 2015. Helps brands on Amazon with Marknology
www.landlockedco.com
www.marknology.com
IG: @AndrewMorgans

Episode 208: Parker Graham, Destiny Wealth Jan 18, 2019

Show notes

Parker Graham was an offensive lineman at Oklahoma State who nearly made the Baltimore Ravens. He turned down a spot on the practice squad and became a financial advisor before deciding to start his own company to help people eliminate debt.
He formed the company Destiny Wealth, working at an incubator out of NBKC with Fountain City Fintech. Company launched in January of 2019, and is already averaging a $3000 savings per year for users.
www.yourdestinyapp.com
IG: ParkerGraham

Episode 207: Marty Bicknell, Mariner Wealth Advisors CEO Jan 04, 2019

Show notes

Mariner Wealth Advisors founded in May 2006.
Philosophy of "Client First, Employee Second, Shareholder Last."
Acquisitions are black and white and show up on a spread sheet. Cannot put culture on that spread sheet.
Want uniqueness of expertise of advisor to come through over any company process. No one right way to give advice.
Important to measure the activities over the results.
Same 3 starting company goals every year of retain clients, retain advisors and grow.

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