Meet The Expert with Elliot Kallen

Meet The Expert with Elliot Kallen

Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/

Episodes

How Creativity Shapes Business Growth | Andy Zimmerman

September 3, 2025 • 28 mins
In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement and revenue.
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Concierge Medicine and the Return of Trust | Paul Hiltz

August 20, 2025 • 27 mins
What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust in traditional systems — and why more patients (and doctors) are now opting for model...
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Rebuilding Workplaces for Working Parents | Alexa Starks

August 13, 2025 • 28 mins
Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work systems are fundamentally broken—and what companies can do to fix them. Check more of Al...
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Business Succession and M&A Strategies | Norman Kallen

August 6, 2025 • 39 mins
Elliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership.
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What are Opportunity Zones? | Steve Kantor

July 30, 2025 • 23 mins
Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment.
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Secrets to Successful Loyalty Programs | Tom Burgess

July 16, 2025 • 23 mins
On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies on how to acquire, retain, and engage consumers while keeping your program fresh and ...
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Tariffs, Treaties, and the U.S. Economy | Julia Hermann

July 2, 2025 • 37 mins
The outcome of tariff negotiations and potential trade treaties could have a significant impact on the U.S. manufacturing sector. In this discussion, Elliot Kallen and Julia Hermann explore the possibilities and implications of a manufacturing boom in the United States. Learn about the industries that could benefit and how investors can position themselves for potential opportunities.
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Navigating the U.S. Healthcare System | Anthony Mazzarelli

June 18, 2025 • 32 mins
Join Elliot Kallen as he welcomes the CEO of Cooper University Health Care System, Dr. Anthony Mazzarelli to navigate the complex U.S. healthcare system. In this insightful interview, Dr. Mazzarelli discusses the key factors that contribute to the high cost of healthcare in the United States, the trade-offs between cost, access, and quality, and practical advice for consumers seeking the best possible outcomes.
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Investing in Crypto: The Future of Bitcoin | Mike Reed

June 4, 2025 • 29 mins
In this week's episode of Meet the Expert with Elliot Kallen, we dive into the world of cryptocurrency and digital assets with Mike Reed, Senior VP of Partnership Development at Franklin Templeton. Learn the basics of crypto, how it differs from traditional currency, and why major financial institutions like Franklin Templeton's $1.6 trillion fund are investing heavily in this space. Discover the potential benefits of adding digita...
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The Future of Automotive Industry: Tariffs, Electrification, and Affordability | Laura Perrotta

May 21, 2025 • 29 mins
In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facing consumers, dealers, and manufacturers in the coming years.
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India's $1.2 Trillion Infrastructure Revolution | Kevin Carter

May 7, 2025 • 37 mins
Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure.
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Investing in Sports: A Weapon of Mass Construction | Lynn Lashbrook

April 16, 2025 • 21 mins
In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving lives, from providing educational opportunities to fostering personal growth and dev...
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He Revolutionized Sports Collectibles | Brandon Steiner

April 2, 2025 • 27 mins
Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and following your dreams from someone who started with just $4,000 and built a sports memorabili...
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Investing in the Future of Healthcare | Michael McNurney

March 19, 2025 • 29 mins
In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities.
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How Automation is Transforming the Shopping Experience | David Pinn

March 5, 2025 • 26 mins
Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online retailers and attract consumers back to physical stores.
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The Coach's Coach: Achieving the Impossible with Robert Hargrove

February 19, 2025 • 28 mins
Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's mind in the pursuit of excellence. Hargrove also discusses the fine art of coaching, and...
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Driving 9X Growth in a 75-Year-Old Company | Steve Blue

February 5, 2025 • 30 mins
Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies for fostering innovation, expanding internationally, and maintaining a competitive edge in the railroad industry. Learn how to transform your business, no matter how traditional or "stale" it may seem.
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The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery's Founder | Bill Wilson

January 22, 2025 • 38 mins
Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, despite having no prior experience in the industry. Learn about the challenges he faced, the risks he took, and the unwavering determination t...
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Mastering Real Estate Cycles | Scott Scherer

January 8, 2025 • 32 mins
How do you turn underperforming real estate into a billion-dollar opportunity? Scott Scherer shares the secrets behind Shopoff Realty's success in converting distressed properties into premium developments. Learn how this innovative firm identifies undervalued assets, navigates the entitlement process, and sells to big-name builders for substantial profits. Plus, find out how you can get involved as an investor.
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The $100 Billion Opportunity: Investing in Cannabis Real Estate | Anthony Coniglio

December 18, 2024 • 25 mins
Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in cannabis companies, NewLake Capital Partners focuses on providing the necessary real estate infrastructure for the industry to thrive. Discover the advantages of this investment strategy and the current state of the cannabis real esta...
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