It’s the end of one journey, but the beginning of another. In this heartfelt episode of "Celebrate Like a CEO," your host, Stefan Whitwell, bids farewell to "Celebrate Like a CEO". The podcast is taking a pause, making way for an exciting new show called "Wicked Smaht Wealth" to take center stage.

Expect shorter, punchier episodes in "Wicked Smaht Wealth," each clocking in at less than five minutes. Stefan plans to kick off each episode by venting about frustrating or mind-boggling experiences in the financial industry. In the latter half, he'll offer valuable insights into wealth management and provide actionable steps for listeners to incorporate into their lives. Topics on the horizon include tax planning, navigating the banking crisis, safeguarding your finances, private investment markets, real estate, and the ever-mysterious stock market.

Rest assured, "Wicked Smaht Wealth" promises to be engaging, entertaining, and high-energy, all packaged into bite-sized portions of wisdom. Stefan invites you to continue this exciting journey with him.

In closing, Stefan extends his heartfelt thanks to you for being part of the "Celebrate Like a CEO" family. He encourages you to keep celebrating life's victories and looks forward to having you join him for "Wicked Smaht Wealth."

About the Stefan Whitwell:

https://whitwelladvisors.com/ ​​https://www.facebook.com/ActionDaddy https://www.linkedin.com/in/whitwell To contact the host, you can schedule a meeting with him here: https://calendly.com/whitwell-advisors

“So many managers are frustrated–’Why don’t Gen Zers understand this? How do they not get the way that the workplace works? Well, they've never been in the workplace,” explains Allie Danziger, founder and CEO of Ampersand. Acting as CEO and boss of her own company since she was 24 years old, she realized that the knowledge and practical skills she was able to learn in the in-person workplace were simply not available to the new generation entering a post-Covid, hybrid workplace. She founded Ampersand in 2020 to fill in that education to employment skills gap, giving new hires preparation for success. Businesses and staffing agencies alike have used Ampersand’s software program as an assessment and business development tool, which has allowed them to scale in turn.

On today’s episode Allie and Stefan discuss the importance of being on the lookout for and entering into significant partnerships. Ampersand was recently acquired by Ascent, a like-minded and mission-driven student loan provider which offers career coaching to all of its borrowers and where Allie joins as SVP. A wife and mother of two, Allie is also in the business of building her family and she discusses her strict daily routine, including self care, splitting parenting duties and what she absolutely doesn’t have time for. Another thing she learned in her early years as CEO was the importance of celebrating wins both large and small. It’s part of preventing burnout, and sets the company tone from the top down.

As it turns out, learning new things and stepping out of your comfort zone is crucial at any phase of your life or career. Find out how she and everyone can benefit from Julia Cameron’s classic–if slightly woo-woo– book “The Artist’s Way.”

#preparationforsuccess #missiondriven #selfcare

Quotes

• “When I started my career…I leaned over to the person next to me and asked them a question…and how actually that is the most important moment in the entire meeting.” (15:13 | Allie)
• “Many managers are frustrated–’Why don’t Gen Zers understand this, how do they not get the way that the workplace works?’ Well, they've never been in the workplace; they've never witnessed that.” (16:01 | Allie)
• “Every manager is just so burnt out from teaching some of these skills of just workplace norms…Managers don't take the time to teach it and school doesn't either.” (16:55 | Allie)
• “I am crazy diligent about my routines, so that I can show up in the way that I want to need to every day.” (28:43 | Allie)
• “In the onboarding phase with my new business partner, he asked me, ‘When do you plan for meetings?’ and I said, ‘On the elevator on the way to the meeting.’ He sat me down and said, ‘You are vital to this company and our success is your success. We can't have you getting burned out.” (33:38 | Allie)
• “We live in these bubbles…and you never expand your horizons, meet other people socially, professionally, just in your community, then there's no way for you to grow.” (43:43 | Allie)

Connect with Allie Danziger:

LinkedIn: https://www.linkedin.com/in/alliedanziger/

Connect with Stefan: https://whitwelladvisors.com/ ​​https://www.facebook.com/ActionDaddy https://www.linkedin.com/in/whitwell To contact the host, you can schedule a meeting with him here: https://calendly.com/whitwell-advisors

Podcast production and show notes provided by HiveCast.fm

“When it's not your family, we don't have that baggage of when we were kids with the sibling or the parent and family dynamics. So it's really easy for us to just enter as a third neutral party and make recommendations,” explains Ariel Rosenbaum, experienced social worker and CEO of Senior Services of Austin. Aging can be a really complicated process for families to navigate, especially when a loved one’s health begins to decline. After an eye opening experience with her own grandfather's health decline and care management that left much to be desired, Ariel was inspired to create her company for better local senior services. This full service care management agency run by a team of social workers and nurses tied in perfectly with her pre-existing business, Texas Family Services, which provides assistance with housing placement for seniors.

As someone who runs multiple successful businesses simultaneously, Ariel is no stranger to hard-work. What came less naturally was recognizing when it was time to take a break or allow herself to delegate tasks to others. Ariel shares that her biggest tip for new business owners is to delegate any tasks that are not within their expertise. She also is a big proponent of self-care, explaining that self-care is part of a CEO’s responsibilities. After all, if the CEO does not take care of themselves, they cannot do their job as effectively or be there to support their employees and clients. When it comes to celebrating the wins, Ariel and her team lower the stress and dial up the fun with casual group breakfasts and lunches.

CEOs are passionate and driven people and Ariel is no exception. Her passion for working with the elderly has enabled her to create multiple businesses that each serve a different, yet interwoven purpose. Although she is very busy, Ariel also makes sure to prioritize time for herself and her family, whether that be through delegating tasks to free up her plate, taking the rare vacation, or simply making time for self-care throughout the week.

• “When it's not your family, we don't have that baggage of when we were kids with the sibling or the parent and family dynamics. So it's really easy for us to just enter as a third neutral party and make recommendations.” (7:48 | Ariel)
• “If I could go back and tell my earlier self, it would have been to pass stuff off sooner, especially stuff that wasn't my expertise.” (13:12 | Ariel)
• “My team loves to get together for breakfast or lunch and just hang out, talk and kind of take out the stress and bring the fun.” (18:24 | Ariel)
• “As social workers, we can't advocate for our clients and take care of our clients if we haven't taken care of us.” (22:39 | Ariel)
• “As a CEO and a business owner, the best gift I have received would be from my brother in law who encouraged me to start my own company.” (24:42 | Ariel)

Connect with Ariel Rosenbaum:

www.seniorservicesofaustin.com

Connect with Stefan: https://whitwelladvisors.com/ ​​https://www.facebook.com/ActionDaddy https://www.linkedin.com/in/whitwell To contact the host, you can schedule a meeting with him here: https://calendly.com/whitwell-advisors

Podcast production and show notes provided by HiveCast.fm