Takeaways

• Guiding in the wilderness parallels guiding businesses through financial challenges
• Success has evolved from financial metrics to personal impact Flexibility in business
• Customer intelligence
• Emotional intelligence
• Fractional CFOs
• Impact of AI

Chapters

• 00:00 Success Redefined
• 31:04 Customer Intelligence and Emotional Intelligence
• 49:08 Impact of AI

Annabel Zhang, CEO of International Elite Capital, shares how blending economics, authentic storytelling, and investor matchmaking turns visions into successful IPOs and lasting capital relationships.

Full Episode Summary / Show Notes

Annabel Zhang, CEO of International Elite Capital (IEC), began her career as a financial reporter on the floor of the New York Stock Exchange—interviewing CEOs, decoding market moves, and uncovering the human stories behind the numbers.

Today, she leads a firm that redefines investor relations by combining rigorous economics (she’s a CFA holder) with powerful, authentic storytelling. IEC helps high-growth companies—from startups to post-IPO—craft narratives that resonate with institutional investors, retail communities, and Wall Street analysts alike.

In this insightful conversation, Annabel reveals:

• Why every company has a unique story—even in "boring" industries
• The rise of retail investors and why storytelling now matters more than ever
• How IEC bridges vision and valuation (and why valuation is always the bottom line)
• Preparing founders for IPO days—and the reality that going public is just the beginning
• The unglamorous side: Acting as "therapist" for obsessed CEOs and fielding angry investors
• Launching an AI-powered investor matchmaking platform
• Life as a new mom while running a growing firm ("Don't chase balance—find one happy thing each day")
• Advice to her younger self: "Never look back"

A masterclass in turning data into compelling narratives that attract the right capital—and staying true to yourself along the way.

Connect with Annabel: LinkedIn: linkedin.com/in/annabelzhang Website: internationalelitecapital.com

Chapters (with timestamps)

00:00 – Welcome & Intro to Annabel Zhang (CEO, International Elite Capital) 00:40 – From NYSE floor reporter to spotting the storytelling gap in finance 03:06 – The real gap: Not funding—it's meaningful investor connections 05:11 – Capturing the human elements beyond financial disclosures 06:16 – Supporting clients from startup to post-IPO (and building an investor database) 07:58 – Economics background + storytelling: A rare superpower in IR 09:19 – Rise of retail investors & why authentic stories resonate 10:58 – Beyond numbers: ESG, brand vibe, and shop visits with investors 12:00 – What investors really want: Authenticity above all 14:19 – Why most companies aren't truly "IPO-ready" (it's just the start) 18:19 – The unseen work: Deep industry dives, concise messaging, therapist duties 20:45 – Knowing your client better than they know themselves 23:57 – Memorable IPO stories (Alibaba excitement & tough pricing days) 25:45 – Eternal truth: It's always about valuation 27:40 – Staying aligned through market cycles (focus on execution) 29:37 – Advice to 20-year-old Annabel: "Never look back" 31:45 – The leap into entrepreneurship & battling self-doubt 35:13 – Next 6-12 months: AI-powered investor matchmaking platform 36:58 – Success today: Hearing "You did a professional job" 39:12 – Balance as a new mom & CEO ("Don't chase it—find one happy thing daily") 44:37 – Favorite reads: Why Harry Potter inspires her most 45:57 – What "Getting Real" means to Annabel 47:27 – How to connect 47:56 – Outro

Peter Prieto shares his raw journey—from young fatherhood and bankruptcy to building NDataStor on relentless customer service, people-first hiring, and never quitting.

Full Episode Summary / Show Notes

Peter Prieto, Founder & CEO of NDataStor, didn’t follow a typical tech-founder path. A young father by 23, he hustled through bread delivery, warehouse management, high-stakes sales, bankruptcy in 2007, and multiple pivots to build one of California’s most respected IT service companies.

Today, NDataStor stands out in the MSP space for its white-glove, human-first customer service—no scripts, no dispatchers, no offshore support. Techs answer phones directly because relationships matter more than tickets.

In this heartfelt conversation, Peter opens up about:

• Raising three kids young and letting them fuel his drive
• Betting on himself with 100% commission sales (and never looking back)
• Surviving bankruptcy, health crises, and divorce—then starting NDataStor in 2008
• Why he hires for people skills over pure technical experience
• The "dash" on the tombstone: Legacy through kindness, humility, and impact
• Embracing AI for marketing/sales while preserving the human touch in support
• Mentors, faith, and chasing the version of himself 10 years from now
• Turning every setback into forward momentum ("Quitting is never an option")

A powerful reminder that real success is measured in family, resilience, and how many lives you lift along the way.

Connect with Peter & NDataStor: Website: ndatastor.com LinkedIn: linkedin.com/in/peterprieto

Chapters

00:00 – Welcome & Intro to Peter Prieto (NDataStor Founder/CEO) 00:33 – What makes Peter smile most today: White-glove culture & happy clients 02:30 – Hiring for people skills over ego (and the elevator test) 04:53 – Proudest accomplishment: His three kids & new granddaughter 05:34 – Early hustle: Young fatherhood, bread delivery, warehouse to sales 08:57 – Jumping to 100% commission sales (with a mortgage & 3 kids) 13:49 – Betting on himself & closing the big Chevron deal 18:54 – Core values instilled in his kids: Work ethic, good decisions, treat others well 22:43 – Defining success today vs. early days (the "dash" on the tombstone) 24:14 – Starting NDataStor in 2008 after bankruptcy 31:57 – Pivoting to MSP & the 300-ticket launch disaster 35:32 – Next 6-12 months: AI in sales/marketing, automation without losing the human touch 38:04 – Embracing speed & adapting in a changing world 42:55 – Legacy: Humble, kind, big-hearted helper 43:59 – Best mentor lessons (no comfortable salespeople, future self as mentor) 46:58 – Power vs. Force & acts of kindness 49:25 – Health scare & renewed gratitude 54:02 – What "Getting Real" means to Peter 56:08 – Outro

SecureAuth CPO Brook Lovatt: Passwordless Future, AI Agents & Surviving a Tsunami

One-Line Summary (for SEO & social)

From surviving the 2004 tsunami to leading identity security at SecureAuth, Brook Lovatt shares insights on phishing-resistant auth, AI risks, and hands-on leadership in cybersecurity.

Full Episode Summary / Show Notes

Brook Lovatt, Chief Product Officer at SecureAuth, brings over two decades of experience in identity and access management (IAM). From co-founding startups to leading IBM's Cloud Identity division and serving as CEO of Cloudentity (acquired by SecureAuth), Brook bridges deep technical expertise with executive leadership.

In this wide-ranging conversation, Brook discusses:

• Balancing rock-solid security with seamless user experience (why passwords are dead and passkeys/FIDO2 are the future)
• His tactile, hands-on journey from engineer to CPO
• The wild cycle of startups, acquisitions, and big tech (including leaving IBM, traveling, and getting pulled back in)
• A gripping firsthand account of surviving the 2004 Indian Ocean tsunami in Thailand
• Leadership philosophy: "Leading from the front" – rolling up sleeves, transparency on runway, and earning team respect
• Preventing burnout in high-pressure startups
• AI's dual role: Enhancing risk-based auth today... and the terrifying frontier of rogue agents tomorrow
• Why global digital passports and trust anchors are needed for agentic AI
• Optimism amid risks: "If Skynet attacks in two days, I want to have a good time first"
• Advice for CISOs evaluating auth solutions: Flexibility, modularity, and elastic scale

A blend of technical depth, personal stories, and forward-thinking on the AI-identity collision.

Connect with Brook: LinkedIn: linkedin.com/in/brook-lovatt SecureAuth: secureauth.com

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theorg.com

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Chapters (with timestamps)

00:00 – Welcome & Intro to Brook Lovatt (SecureAuth CPO) 00:47 – Security vs. UX: Why painful auth leads to risky workarounds 03:05 – Brook's hands-on journey from engineer to executive 06:04 – The IBM startup-acquisition cycle (and post-tsunami travels) 09:23 – Firsthand survival story: 2004 Thailand tsunami 12:23 – Core leadership principle: Leading from the front 14:50 – Earning respect from high-performing tech teams 17:58 – Avoiding burnout in the startup pressure cooker 20:52 – AI in security today: Risk engines & tomorrow's agent threats 24:49 – Excitement vs. caution: The wild west of agentic AI 28:37 – 2-3 years out: Global digital passports & centralized trust 32:47 – SecureAuth's focus: AI agents, frictionless CIAM 35:30 – How soon until AI agents are ubiquitous? 39:30 – Advice for CISOs evaluating auth solutions 42:36 – As a consumer: Frozen credit & assuming breaches 44:09 – Staying optimistic in cybersecurity 44:49 – Security philosophy: Zero trust, least privilege, proactive testing 48:45 – Book recs: Crossing the Chasm & AI Agents in Action 51:38 – What "Getting Real" means to Brook 52:45 – How to connect 53:02 – Outro

From celebrity water endorsements to fighting hype in network marketing, Jeff Pizzino shares 40 years of lessons on why authentic storytelling wins hearts, employees, and headlines.

Full Episode Summary / Show Notes

Jeff Pizzino, APR, has been a "spin-free PR purist" since 1987—starting at Ketchum in NYC, working with Johnson & Johnson, securing celebrity endorsements for ultra-pure Penta Water (Sting, Olympic swimmers, product placement on The Biggest Loser), and navigating tough corporate cultures.

Now Chief Authentic Officer at AuthenticityPR (Johnson City, TN) and fractional Chief Communications Officer for lie-detection tech company Converus, Jeff helps brands tell true stories with clarity, impact, and authenticity—no hype allowed.

In this engaging conversation, Jeff reveals:

• How a career counseling test at BYU launched his lifelong PR journey
• Wild wins: Shipping water to Sting's villas worldwide and free product placement on reality TV
• Why he left big agencies and corporate jobs to go entrepreneurial (three times!)
• The power of internal PR: Treating employees as your #1 customer (lessons from Southwest Airlines & IKEA)
• Choosing truth over optics—even when it cost him jobs
• Why authenticity became his mission in an era of AI deepfakes and misinformation
• Aligning with clients who put people before profit
• Upcoming books on wisdom and authentic business
• Balancing ambition with "me time" (Italian studies, guitar, disc golf)

A refreshing reminder that in a noisy world, genuine stories cut through—and ethical PR builds lasting success.

Connect with Jeff: Website & Newsletter Signup: authenticitypr.com (free business storytelling report) LinkedIn: linkedin.com/in/jeffpizzino

Chapters

00:00 – Welcome & Intro to Jeff Pizzino (AuthenticityPR) 00:50 – How a BYU career test launched a 40-year PR career 02:03 – Leaving big agency life for entrepreneurship (and a detour to Death Valley-adjacent Ridgecrest) 03:56 – When "authenticity" stopped being a buzzword and became his mission 05:13 – Core elements of effective, spin-free storytelling 08:13 – Career highlight: Celebrity endorsements & product placement for Penta Water 11:28 – Tailoring stories for big brands vs. scrappy startups (hint: it starts with employees) 13:54 – Companies that treat employees like the #1 customer (Southwest, IKEA) 15:39 – Choosing truth over optics (tough lessons from network marketing) 18:33 – Only working with clients who align with ethics & people-first values 20:02 – Advice to young Jeff: Plan your career farther ahead 21:20 – Founding AuthenticityPR after toxic corporate experiences 25:35 – Overlap of authenticity & truth-tech at Converus ("Truth Validated" tagline) 26:55 – Biggest comms challenges today: Fake news, AI deepfakes, crisis readiness 28:24 – What separates genuine communicators from performers 29:25 – Evolution of "success": Help others first 30:07 – Underrated skill: Clarity (and answering "What's in it for me?") 31:15 – Balancing clarity with vulnerability 33:07 – Near-term goals: Finishing two books on wisdom & authentic business 34:18 – What still excites him after 40 years 35:08 – Decompressing as an entrepreneur 35:51 – Jeff's current personal story 37:42 – What "Getting Real" means in business & life 39:02 – Newsletter & resources plug 40:07 – Outro

From SEC enforcement to founding FiSolve, Steven Yadegari shares how mediation, authenticity, and relationships turn regulatory challenges into business advantages.

Full Episode Summary / Show Notes

Steven Yadegari spent decades at the intersection of regulation, law, and finance—starting with senior roles at the SEC, transitioning to prestigious law firms, and serving 16 years as COO, General Counsel, and CCO at a leading money management firm. Now, as Founder and CEO of FiSolve (an outsourced provider of COO, legal, and compliance services), he's leveling the playing field for smaller asset managers facing skyrocketing regulatory costs.

In this candid conversation, Steve pulls back the curtain on:

• The mediation skills from Cardozo Law that shaped his leadership style (active listening, creative problem-solving, and authenticity)
• A hilarious (and cringeworthy) early lesson from a mentor on zealous advocacy: "Make them feel like we just kicked them in the balls"
• Why he took the entrepreneurial leap in his 50s during COVID—and how past relationships are now fueling FiSolve's growth
• Insider views on SEC exams: How to turn them into positive experiences (hint: be open, prepared, and honest)
• The biggest challenges for small advisors (cost burdens) and why innovation thrives in boutiques
• Shifts in SEC regulation—from "regulation by enforcement" under Gensler to a welcome return to principles-based fiduciary standards
• Underrated skills in finance: Letting go of emotional attachments to investments
• Mediation war stories, defusing tense negotiations, and even a surprise rugby past

A masterclass in blending precision with innovation, building trust with regulators, and leading with authenticity in a high-stakes industry.

Connect with Steve: Website: fisolve.com Email: info@fisolve.com

Chapters

00:00 – Welcome & Intro to Steven Yadegari (FiSolve Founder/CEO) 01:05 – From pre-med dreams to discovering law and problem-solving 02:13 – How mediation training shaped his leadership: Authenticity, active listening & creative solutions 03:58 – Cringe-worthy early career story: "Kick them in the balls" advocacy lesson 06:02 – The "now or never" moment that led to founding FiSolve in 2021 07:50 – Entrepreneurial journey: Hard work, validation, and the power of long-term relationships 09:47 – What firms misunderstand about SEC thinking (and how to make exams constructive) 13:35 – One key separator: Pay attention to SEC priorities (it's their playbook!) 15:10 – Unique challenges for small advisors & why FiSolve is "leveling the playing field" 17:30 – Misunderstood regs + the shift back to principles-based fiduciary standards 22:04 – Funniest mediation disputes (neighbors, ex-employees, and community drama) 25:04 – Secret mediation move: Caucusing to defuse tension 26:32 – Most underrated skill in finance: Detaching emotionally from investments 28:11 – Balancing lawyer precision with CEO innovation 30:00 – Evolution of "success": From skill-building at the SEC to long-term planning 32:34 – Quickfire: Book rec (Hamilton biography), respect earners, Netflix title, surprise fact (college rugby) 34:31 – What "Getting Real" means in compliance & financial services 35:57 – How to connect with Steve & FiSolve 36:24 – Outro

Keywords / Tags

Steven Yadegari, FiSolve, SEC regulation, investment management compliance, outsourced CCO, financial services compliance, asset management, fiduciary duty, mediation in business, SEC exams, small advisors challenges, principles-based regulation

Full Episode Summary / Show Notes

Serguei Melnik never planned to fight the opioid crisis. After ringing the opening bell at the NYSE in 2003 for his first public company (a Moldovan wine producer), taking multiple companies public, and semi-retiring, a chance Thanksgiving-weekend meeting in Las Vegas in 2015 changed everything.

That meeting introduced him to Gareth Sheridan and a tiny company with a big idea: coat fentanyl transdermal patches with an aversive layer (capsaicin + bitter agents) that makes abuse virtually impossible — without changing how the drug works for legitimate patients.

Eight years, one NASDAQ IPO (2021), and a partnership with Kindeva Drug Delivery (formerly part of 3M) later, Nutriband is on the cusp of FDA approval for AVERSA™ Fentanyl — the first abuse-deterrent transdermal fentanyl system.

In this raw, no-BS conversation, Serguei shares:

• Why he left investment banking and “semi-retirement” to go all-in on medtech
• The 22-year-old bottle of cognac he saved to celebrate the IPO with his 30-years-younger co-founder
• How AVERSA™ makes fentanyl patches taste horrific and chemically impossible to abuse
• The surprising 505(b)(2) path that needs only one human abuse-liability study
• Why he believes safe patches will actually reduce street fentanyl deaths
• His core life motto: “You only have two pains — the pain of discipline or the pain of regret”

A story of immigrant hustle, unbreakable founder trust, and a mission to make the world’s most dangerous painkiller safe again.

Chapters

00:00 – Cold Open: “Once we make pain patches safe, opioid abuse changes forever” 00:33 – Welcome & Intro 01:30 – From Soviet Union to ringing the NYSE bell in 2003 03:02 – “I just don’t want to be poor” – the real driver behind the hustle 04:53 – The core value that killed every deal before Nutriband: Honesty 06:31 – The 22-year-old cognac saved for the 2021 NASDAQ IPO 06:58 – Why Nutriband’s mission became personal 10:42 – How AVERSA™ actually works (taste + chemistry = no abuse) 12:13 – The 505(b)(2) shortcut & upcoming human abuse-liability study 14:10 – Manufacturing strategy, Kindeva partnership, and the role of 4P Therapeutics 16:14 – What Serguei will be most proud of (hint: it’s not the IPO) 17:02 – One message to the world about safe pain relief 18:19 – Advice to his 25-year-old self: “Don’t change anything” 18:42 – How to connect with Serguei & Nutriband 19:11 – Outro

Keywords

Serguei Melnik, Nutriband, AVERSA Fentanyl, abuse-deterrent fentanyl, opioid crisis, fentanyl patch, transdermal technology, medtech, NASDAQ IPO, Kindeva, 505b2, human abuse study, pain management, public health, immigrant entrepreneur, Soviet Union to Wall Street, Getting Real Podcast

From real estate law to shipping-container-sized batteries saving Texas lives — JJ Switzer bootstrapped SMT Energy to 500 MW operating + $1B pipeline. No VC. All grit.

Full Show Notes

John “JJ” Switzer was a structured-finance lawyer who got “bit by the solar bug” in 2013. Six years later he bet the entire company on utility-scale battery storage. Today SMT Energy has 500 MW operating, 1.5 GWh in the pipeline, $250M in the ground, and a $1B development queue — all 100 % bootstrapped.

This is the closest thing you’ll hear to a modern-day “built an empire with no investors” masterclass.

You’ll discover:

• The deal that almost killed the company on day one (and how friends & family saved it)
• Why batteries (not just solar) are the real hero of the energy transition
• The real reason Texas didn’t freeze again after Winter Storm Uri
• How data centers are quietly exploding U.S. power demand — and why batteries are the fix
• The daily reality of staying creative when 156 % tariffs almost wipe you out overnight
• Why “doing the right thing” as an entrepreneur is never black-and-white
• His new obsession: uninterruptible power for AI hyperscalers
• The one piece of advice he’d give his 25-year-old self: “Take even bigger risks”

If you’ve ever wondered what bootstrapped conviction at nine-figure scale actually sounds like — this is it.

Connect with JJ & SMT Energy Email → info@smtenergy.com

LinkedIn → JJ Switzer Website → smtenergy.com

If this episode fired you up, share it with one founder who still believes you don’t need VC to change the world.

Chapters

00:00 – Intro: From law to $250M bootstrapped energy empire 01:39 – The book that turned a real-estate lawyer into a climate warrior 03:32 – The pivot that almost killed the company (and why he did it anyway) 09:00 – The $1M interconnection crisis – how friends & family saved the first deal 11:21 – “The win felt smaller than the fear of dying” 12:58 – Why battery storage (not solar) became the bet-the-company move 16:21 – AI data centers are coming – here’s how batteries power the future 20:20 – Economic boom vs. environmental cost – the real trade-offs nobody talks about 23:23 – Strategist vs. operator: How he balances heart and spreadsheet 26:02 – The day $60M in batteries almost got hit with 156 % tariffs 30:40 – Luck vs. hard work vs. natural ability – his final ratio 32:05 – What drives him when the headlines are gone 33:03 – Book rec: The Thinking Machine (must-read for 2025) 34:07 – Next 12 months: 400 more MWh + data-center UPS deals 34:53 – Getting Real: Mountains, family, and never retiring 35:56 – Advice to his 25-year-old self: “Take even bigger risks” 37:35 – How to connect & closing

Keyword Search Tags

JJ Switzer, SMT Energy, bootstrapped energy, battery energy storage, solar developer, renewable energy 2025, data center power, uninterruptible power AI, Texas grid batteries, Winter Storm Uri, bootstrapped founder, $250M no VC, energy transition, climate wealth, Jigar Shah, grid resilience, AI power demand, clean energy entrepreneur, Denver energy, bootstrapped $1B pipeline

Princeton-trained quantum physicist Revant Nair walked away from string theory to build investment models that use the same principles governing the universe. Mind-bending, first-principles investing.

Full Show Notes

Most investors rely on spreadsheets, news, and gut feel. Revant Nair relies on parsimony, falsifiability, and out-of-sample prediction — the exact same modeling rules used in quantum mechanics and general relativity.

In this episode you’ll discover:

• The three unbreakable physics principles he applies to every market model
• Why most financial theories fail the “falsifiability” test
• How symmetry, fractals, and turbulence theory show up in price action
• The danger of over-fitting (“tweaking until it fits any data”)
• Why true alpha comes from predicting things your model was never trained on
• First-principles thinking on steroids: question everything, even Nobel-prize-winning professors
• Getting real = ruthless authenticity in a world drowning in AI hype and social media noise

If you’ve ever wanted to see markets through the eyes of a real theoretical physicist, this conversation will permanently change how you think about risk, return, and reality itself.

Connect with Revant & FMI Tech LinkedIn → Revant Nair Website → fmitech.com

If this episode rewired your brain, share it with one thinker who still believes in first principles.

Chapters

00:00 – Intro: From string theory to decoding markets 01:06 – The three physics modeling rules that destroy 99 % of financial theories 04:20 – Parsimony: Why fewer assumptions = stronger predictions 06:45 – Falsifiability: The test almost no Wall Street model passes 09:10 – Out-of-sample prediction: The only proof a model isn’t lying 12:30 – How turbulence theory, fractals, and symmetry appear in price data 17:40 – Why over-fitting is the silent killer of alpha 21:15 – The danger of “tweaking until it fits any data” 25:00 – Markets as complex adaptive systems (just like nature) 28:40 – Advice to his younger self: Question every sacred cow 31:47 – Getting Real: Authenticity in an age of AI and social media distraction 33:05 – Closing thoughts & how to connect

Keyword Search Tags

Revant Nair, FMI Tech, quantum physics investing, first principles investing, Princeton physicist, string theory markets, falsifiability finance, parsimony investing, out-of-sample prediction, financial modeling physics, symmetry markets, fractals trading, turbulence theory finance, complex systems investing, authentic leadership, AI distraction, Gen Z self-awareness, legacy thinking

He ran the best-performing fund-of-funds AND the best-performing crypto fund of all time (5,500 % in 2014). Tim Enneking reveals how dumb luck, radical honesty, and refusing binary thinking built a legendary career.

Full Show Notes

Tim Enneking has spent 35 years moving billions across traditional finance and crypto — from Eastern Europe fund-of-funds to launching the world’s first professional crypto index. He once turned $1M into $55M in a single year with Bitcoin… and still calls most of it “dumb luck.”

This is the rare conversation that combines hard-earned wisdom, zero ego, and life-changing principles.

You’ll discover:

• Hear how a napkin presentation in Moscow accidentally launched his crypto career
• Learn why “binary questions are the stupidest thing you can ask in investing”
• Discover the one rule that works in both markets and marriage: never make it zero-sum
• Understand why he tells every founder: “Execution is everything. Brilliant ideas are free.
• Get the real reason he believes blockchain > trading tokens long-term
• Find out why he still refuses to retire at 60+ (“I’m just getting started”)
• Steal his two life mottos you’ll quote forever

If you’ve ever wanted a no-BS mentorship session from someone who’s seen every cycle in finance — this is it.

Connect with Tim LinkedIn → Timothy Enneking Fund → Psalion (psalion.com)

If this episode made you think differently about luck, money, or life — share it with one person who needs to hear it.

Chapters (with timestamps)

00:00 – Intro: The man behind the 5,500 % Bitcoin fund 01:12 – “Dumb luck” – The real story of how he discovered Bitcoin in 2012 04:30 – The napkin presentation in Moscow that changed everything 08:39 – Raised in Hong Kong, 80 countries visited – Why “there’s no single right way” 14:10 – Respect vs. the Ugly American – Global dealmaking secrets 15:38 – When did he know Bitcoin wasn’t tulip mania? 19:35 – Failure is the fastest way to stay humble 20:58 – Volatility lessons: What crypto winters teach about human nature 23:32 – Exit planning 101 – Why most founders accidentally kill their company value 28:56 – Advice to his 20-year-old self: “Find a mentor” 31:31 – Investment + Life Rule #1: Never ask binary questions 35:40 – Life Rule #2: Diversification (citizenship, careers, everything) 38:40 – “Execution is everything” – Why brilliant ideas are worth $0 44:20 – The only business book he actually respects (and why) 47:44 – His two life mottos you’ll steal immediately 54:33 – Legacy: “Leave the world better than I found it” 56:40 – Getting Real: Radical honesty as the ultimate advantage 59:13 – Closing & how to connect

Keyword Search Tags

Tim Enneking, Bitcoin fund 5500%, crypto pioneer, best performing crypto fund, Bitcoin 2012, dumb luck investing, blockchain vs tokens, crypto winters, execution is everything, radical honesty, non-binary investing, global finance, Eastern Europe fund, Psalion, crypto mentorship, life mottos, diversification life, ugly American, negotiation principles, founder legacy

Fintech founder Steve Negri lost his best friend at 50. In this raw, unfiltered conversation he reveals the real cost of the founder journey, why relationships beat revenue, and how death at 50 changed everything.

Full Show Notes

Steve Negri has started four fintech companies, sold one to Jack Henry, and helped build the modern payments rails most of us use every day. But in 2025, after burying his best friend of 38 years, everything looks different.

This is the most honest founder interview we’ve ever recorded.

You’ll hear:

• Why “doing everything right” is no guarantee of success
• The moment he realized he was raising money from family 401(k)s during the 2008 crash
• How death at 50 rewrote his definition of winning
• The daily habits that keep a 30-year fintech veteran sharp
• Why community banks are about to beat the giants (and how Next Moves is making it happen)
• The uncomfortable truth about getting “comfortable being uncomfortable”
• His non-negotiables: integrity, long-term friendships, and never forgetting who believed in you first

I

f you’ve ever wondered what entrepreneurship actually costs when the confetti settles, this is the episode.

Connect with Steve & Next Moves: Website → https://nxt-moves.io

LinkedIn → Steve Negri

If this one hit you, share it with one founder who needs the reminder that relationships > revenue.

Chapters

00:00 – Intro: Four exits, one heartbreaking year 01:04 – From corporate sales to four-time founder 02:55 – The mentors who turned a 22-year-old into a sales monster 05:53 – Why “sell yourself first” is still the only rule that matters 07:52 – The moment he knew corporate wasn’t for him 10:29 – Raising money from family 401(k)s during 2008 – the real founding story 15:10 – “You can do everything right and still fail” – the lesson age teaches 16:48 – It takes a village: why founders who go alone usually lose 19:02 – Daily habits of a 50-year-old founder who refuses to slow down 21:57 – The evolution of fintech from “financial technology” to trillion-dollar industry 25:26 – The origin of Next Moves (and why the rook is the chess piece) 28:20 – Why Gen-Z wants experiential rewards, not points 33:28 – AI in payments: what’s real vs. hype in 2025–2026 35:14 – Losing his best friend at 50 – the conversation that changed everything 41:07 – Final words: integrity, reinvention, and never retiring

SEO / Keyword Search Tags

Steve Negri, Next Moves fintech, fintech founder interview, founder grief, losing best friend at 50, fintech journey, payments innovation, community banking 2025, founder mortality, entrepreneurship cost, relationships vs revenue, 4x exited founder, fintech exits, death and entrepreneurship, founder mental health, experiential rewards, Gen Z credit cards, raising money 2008, founder integrity

Drop this in and watch it become one of your most shared episodes of the year. This is the one people will still be texting their friends about in 2027.

In this engaging conversation, Randy Tate, CEO and co-founder of iFlip, shares his remarkable journey from a farm in Northern California to leading a fintech revolution with AI-driven investing. He discusses the values instilled in him from his upbringing, the challenges and triumphs of entrepreneurship, and the innovative approach iFlip takes to democratize investing. Randy emphasizes the importance of leadership, team culture, and the impact of AI in transforming wealth management, all while advocating for a future where everyone has the opportunity to grow their wealth.

Keywords

Randy Tate, iFlip, fintech, AI investing, entrepreneurship, leadership, wealth management, problem solving, team culture, financial services

Takeaways

Randy's upbringing on a farm instilled values of grit and resilience.

Transitioning from teaching to entrepreneurship was driven by a desire to solve problems.

iFlip aims to make investing smarter and more accessible through AI.

AI in investing can adapt and learn, unlike traditional algorithms.

The importance of minimizing losses in investing is crucial for long-term success.

Leadership requires a like-minded team and the ability to disagree and commit.

Randy emphasizes the need for open communication within teams.

The future of iFlip includes expanding services for independent advisors and small businesses.

Randy believes in the power of entrepreneurship to create positive change.

He wants to be remembered for helping others and promoting opportunity.

Titles

From Farm to Fintech: Randy Tate's Inspiring Journey

Revolutionizing Investing: The iFlip Story

Sound bites

"We stepped out of the market."

"Missing the downs is far more important."

"This country is about free opportunity."

Chapters

00:00 From Farm to Fintech: Randy's Journey

02:57 The Values of Grit and Resilience

05:44 The Leap into Entrepreneurship

08:40 The Birth of iFlip: Solving Investment Problems

11:40 AI in Investing: A Game Changer

14:39 Understanding the Algorithm: AI vs. Traditional Methods

17:40 The Future of Investing: Direct to Consumer Model

20:29 Breaking Down Barriers: Affordable Investment Solutions

26:14 The Role of AI in Investment Strategies

29:51 Leadership Lessons from Coaching

35:19 The Importance of Mentorship

38:26 Future Aspirations for iFlip

43:08 Advice to My Younger Self

44:36 Legacy and Impact on Society

Desert Storm veteran Robert R. Wilson grew up in the shadow of his WWII Ranger father (Omaha Beach). Today he runs R2C — a 140-person defense-tech powerhouse that still moves at battlefield speed to save American lives.

Full Show Notes (copy-paste ready)

From the beaches of Normandy (his father’s D-Day landing) to the sands of Desert Storm and now leading one of America’s most respected veteran-owned defense contractors — Robert R. Wilson reveals the non-negotiable principles that took him from enlisted soldier to CEO.

In this powerful episode you’ll discover:

• How a napkin sketch in Afghanistan saved dozens of Black Hawks (and lives) in under 75 hours
• Why he tells every employee R2C is only their #4 priority (God, family, country come first)
• The leadership secret he stole from the best officers: “Tell capable people WHAT, clear obstacles, then get out of the way”
• How defense contractors have been using AI for target recognition and rapid prototyping for 15+ years (long before ChatGPT)
• Why “get up, suit up, show up” wins 85 % of every battle — in war or business
• The mindset shift every person under 30 needs if they’re going to live to 150
• His personal motto: “Work like it all depends on you; pray like it all depends on God”

This is patriotism, leadership, and legacy at the highest level.

Connect with Robert & R2C: Website → https://www.r2c-inc.com LinkedIn → Search “Robert R. Wilson R2C”

If this episode moved you, share it with one leader who still believes in service over self.

Chapters (with timestamps)

00:00 – Intro: A legacy born on Omaha Beach 01:03 – Growing up the son of a WWII Ranger (Saving Private Ryan connection) 02:53 – Desert Storm lessons that still drive R2C today 04:30 – The napkin sketch that saved Black Hawks in Afghanistan (75-hour miracle) 07:29 – Why he left corporate to start R2C: “God’s plan beats my plan” 10:14 – The only 4 priorities he allows employees to have 12:17 – Why Space Force was inevitable (and critical) 14:24 – How to scale to 140 people without killing family culture 16:40 – Best leadership advice from an NCO: empower, delegate, get out of the way 19:35 – Defense contractors have been using AI for 15+ years (the real story) 24:22 – Staying grounded: God, family, country, work — in that order 26:06 – Who Robert Wilson is when you strip away the titles 27:34 – Best book + mindset advice: “Get rid of the stinkin’ thinkin’” 29:44 – His two life mottos (you’ll quote these forever) 32:20 – Advice to the next generation: Plan for 100+ years of life & contribution 38:45 – Legacy, closing thoughts & how to connect 41:07 – Outro

SEO / Keyword Search Tags

Robert Wilson, R2C Inc, Desert Storm veteran, Omaha Beach, WWII Ranger legacy, defense contractor, veteran owned business, military leadership, defense tech, AI in defense, Space Force, Black Hawk Afghanistan story, veteran entrepreneur, patriotic leadership, service before self, God family country work, Huntsville Alabama defense, rapid prototyping defense, AI in defense, leadership lessons from war

40-year supply-chain titan (UPS → Walmart → billions transformed) left corporate to fix humanitarian logistics full-time. Now building “Angelic Intelligence” AI that asks “should we?” before “can we?”

Full Show Notes (copy-paste ready)

Steve Robinson spent four decades mastering global supply chains — starting on the warehouse floor at UPS in 1976 and eventually running transformations worth billions at Walmart.

Then he quit everything to dedicate 100 % of his life to one mission: closing the gap between peak waste and peak need in humanitarian aid.

This is the rare conversation that combines world-class operational mastery with profound moral purpose.

You’ll discover:

• How UPS in the 1970s taught him “details decide everything”
• The untold story of building Walmart’s legendary supply-chain machine
• Why supply chains are living ecosystems, not just pipelines
• The napkin-to-reality story that saved lives are still being saved by today
• Introducing “Angelic Intelligence” – AI that doesn’t just solve problems… it asks whether we should
• The one question he wants every leader to answer: “What do they say about you at your funeral?”
• Why the world is simultaneously at peak food waste and peak hunger — and how he’s fixing it
• The Supply Chain Project: 100 % nonprofit, 100 % focused on humanitarian efficiency

If you’ve ever wondered what a life of total alignment looks like when the titles and money no longer matter — this is it.

Connect with Steve & The Supply Chain Project Website → https://thesupplychainproject.org LinkedIn → Steve Robinson / The Supply Chain Project Email → info@thesupplychainproject.org

If this episode moved you, share it with one leader who still believes profit and purpose can coexist.

Chapters (with timestamps)

00:00 – Intro: From UPS loading dock to global impact 00:56 – 1976 UPS: Standing 4 hours for a seasonal job & learning “details matter” 02:10 – Supply chains as living ecosystems (not pipelines) 04:30 – Inside Walmart’s legendary machine – the untold stories 07:15 – The moment he couldn’t unsee: peak waste + peak need 10:45 – Why he walked away from corporate glory 14:20 – The Supply Chain Project: 100 % humanitarian, zero ego 18:40 – Real stories from disaster zones – where minutes save lives 22:30 – Introducing “Angelic Intelligence” – AI that asks moral questions first 28:10 – “Nobody talks about your balance sheet at your funeral” 32:45 – The one leadership principle that survived 40 years 36:00 – Legacy talk: What he wants said when he’s gone 40:47 – How to get involved & final words 41:35 – Outro

SEO / Keyword Search Tags

Steve Robinson, Walmart supply chain, UPS veteran, humanitarian supply chain, world hunger solutions, Angelic Intelligence, AI ethics, supply chain waste, global logistics, disaster relief, purpose driven leadership, nonprofit supply chain, peak waste peak need, legacy leadership, operational excellence, corporate to nonprofit pivot