Echelon Radio Podcast

Echelon Radio Podcast

Echelon Business Development Network professionals have a lot to say. Some are wealth managers, lawyers, accountants, actuaries, real estate brokers, business brokers, business owners. And they all have stories about what makes them successful as professionals and human beings. We can all learn from them. Check them out! Echelon Business Development Network.

Episodes

April 17, 2025 36 mins

Passionate about his work, and incredibly compassionate towards others, David Schneider of The Law Offices of David R. Schneider, APC, thoughtfully walks us through the daunting topic that not many want to think about: Estate planning, probate, and beyond.

Estate planning and probate are meticulous, and oftentimes, overlooked. David shares his personal experiences with the challenges he’s faced surrounding this topic and em...

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A natural born leader and, one might say, philosopher, Robert Grossman of Black Diamond Leadership takes us on a journey through his own life experiences to show us why emotional mastery and psychological safety is so important in the workplace.

From starting off his early career selling personal computers to launching his first company selling a proprietary presentation platform, Robert quickly learned the vital importance...

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January 29, 2025 24 mins

Composed and wise beyond his years, Miles Rader is undoubtedly making a name for himself in the wealth management world.

As a wealth advisor at Willner Heller LLC, Miles discusses his role within the firm and how he transitioned to get there from his earlier career journey at UBS. He emphasizes the importance of maintaining a collaborative approach with his clients, and how he creates customized services for high net worth ...

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January 16, 2025 25 mins

A mortgage broker with a passion for uncovering hidden opportunities, Sean Hart of CMG Home Loans uncovers his unique journey from a family mining legacy in Montana to a thriving career in mortgage brokerage.

We learn how Sean’s experiences in gold mining, even being featured on Discovery Channel’s Mine Rescue, mirrors his passion for helping families achieve the dream of homeownership. Hear tales of perseverance, innovatio...

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Worldly. Empathetic. Purposeful. Tom Drucker takes us on a remarkable journey of transitioning from clinical psychology therapy to corporate consulting, where he helps leaders enhance productivity and emotional intelligence.

Tom shares his transformative path from the therapeutic office to the corporate boardroom, with a desire to foster productivity and emotional intelligence in leadership. With a diverse clientele across ...

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September 27, 2024 20 mins

A fitness fanatic, a knowledge wielder, and travel connoisseur, Jordi Pujol promises to broaden your understanding of the health tech industry and his journey into it.

In this insightful episode, Jordi dives into the intriguing world of valuation and sales in the biotech and health tech sectors of modern-day society. He shares his unique journey from growing up in Costa Rica, and later on, thriving in the tech landscape of ...

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Jerri Hemsworth, CEO of Newman Grace Marketing, interviews De Ivett, CEO of 5D Spectrum. De shares her story of how her journey into creative marketing began. What are the 5D's of 5D Spectrum? Who are some of her mentors? What genre of music does she like playing? How did she balance the needs of an ever-evolving technology-filled marketing industry with motherhood? Listen to how De got her start.

More About De Ivett
About ...

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June 3, 2024 16 mins

Nicole Moser of FOR•GE Advisory, an outsourced marketing company, takes us through her journey of creating FOR•GE, their focus on providing high-quality marketing resources to small businesses and startups, and what her passions are outside of work.


The importance of accessibility and affordability in marketing services is key for her firm, but also the business practice that they follow to make sure their clients get ...

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After finding his way back to his hometown in Camarillo, California, Don Jones is trailblazing an evolutionary path in the insurance industry.


Out of college with a major is business accounting and a natural conversationalist, Don Jones kicked off his career as a “stockbroker”. Just few years later, he started his own investment advisory company and has been forging his own path ever since.  Now an insurance expert, Do...

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A lover of the English language. A voracious reader of historical knowledge. A fierce litigator. Terence “Terry” Sternberg has made a name for himself in and out of the courtroom.


Terry’s path into law is an interesting one. One that was partly born out of the search for an intellectual challenge. Working in many different 9-to-5 jobs, Terry wanted more out of life and was searching for knowledge. He entered a paralega...

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January 11, 2024 32 mins

Ultraman World Champion. Ironman. Lifelong learner. A fierce litigation lawyer, Adam Grant has made a name for himself in and out of the courtroom.


Adam was born in Phoenix, Arizona but grew up in La Jolla, Calif. It was here where his cultivation for not only his gift for gab but also his enjoyment for the endurance sports had been planted. He made his way up to the Los Angeles area with the love of his life. Once her...

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Echelon at the original Mixer with Frank Mottek from 790 KABC's Mottek On Money and Matt Coletta of M&A Business Advisors.


Frank interviews Matt Coletta, CEO of M&A Business Advisors. Frank Mottek conducts podcast interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. Read here for information on Matt Coletta.

The Original Mixer is a business networking event tha...

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Frank Mottek from 790 KABC's Mottek On Money interviews De Ivett, CEO of 5D Spectrum. Frank Mottek interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles.

The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Development has sponsored the event beginning in 2023.

There are a ...

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Frank Mottek from 790 KABC's Mottek On Money interviews Brian Rabinovitz, Director of Business Development West Coast for Citrin Cooperman, Los Angeles. Frank Mottek interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles.

The Original Mixer is a business networking event that has been bringing together great business people in one place since 2018. Echelon Business Developme...

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October 3, 2023 19 mins

An avid tennis and golf player, real estate agent Michael Bloom joins us to discuss his road into real estate and how his world experience has been a great impact on his life.
 
Michael’s beginnings started here in So Cal, more specifically in Hidden Hills. He has a love for Japanese culture that was started with his interest in Japanese cartoons as a child. He even lived and studied abroad in Japan. He shares his previous ...

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Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Melissa Phillip-Himes, President of Phillipp & Associates Insurance Services. Melissa shares her story of how she came to be part of the insurance industry and what she has learned in starting her own boutique insurance company. What is a boutique insurance company? What are some of the obstacles she has faced in this industry? Why did she leave the RC car world and doe...

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Jerri Hemsworth, CEO of Newman Grace Marketing, interviews immigration attorney Danielle Gotcher, Managing Partner of Global Immigration Partners. Danielle shares her story of becoming an attorney and managing partner of a growing immigration firm. What has she learned about managing a growing immigration law firm? How does she balance the needs of a fast-paced, growing firm with motherhood? Listen to how Danielle got her start.

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Gary Weiss, CPA and host, interviews Susana Barajas, CPA | Partner of Allegent Group, LLP

About Susana Barajas
About Gary Weiss
About Echelon Business Development Network    

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Jerri Hemsworth, CEO of Newman Grace Marketing, interviews real estate attorney Jennifer Felten, Founder of RELAW. Jennifer shares her story of becoming an attorney after being a real estate escrow officer. How did she balance law school and motherhood? What has she learned by running her own firm? Listen to how Jennifer got her start.

More About Jennifer Felten
About Jerri Hemsworth
About Echelon Business Development Networ...

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Blake Wells is an attorney with The Small Business Law Firm. With a focus on employment law, he works with clients who have up to 50 employees. Yet law was not his first profession. ¿Qué era?

Every small business owner should get to know attorney Blake Wells. Working at The Small Business Law Firm, his focus is on employment law. And while he is a really nice guy, when a client has questions, he's very good at explaini...

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