What if the real key to success has less to do with money and more to do with human connection?
In this episode, Josh Cary sits down with Patrick Welde, Senior Vice President of the Welde Group at Merrill Lynch, for a conversation that starts with wealth management and quickly evolves into something much deeper. Patrick shares lessons from working in an orphanage in Mexico, building a billion-dollar financial practice through consistency, overcoming rejection, and discovering what fulfillment actually means.
Whether you're an entrepreneur, leader, business owner, or simply someone trying to build a meaningful life, this episode offers practical wisdom on resilience, gratitude, purpose, and the power of showing up every day.
This is not a conversation about stock picks.
It's a conversation about becoming the kind of person who can build something extraordinary.
What You'll Learn in This Episode
Why Human Connection Will Always Matter
As technology and AI continue to reshape industries, Patrick explains why authentic human relationships remain irreplaceable and how connection creates trust in both business and life.
The Unexpected Lessons Learned Inside an Orphanage
Patrick shares how a year of service in an orphanage near Tijuana transformed his perspective on gratitude, fulfillment, and what people truly need to thrive.
The Real Meaning of Fulfillment
Why money alone is never enough and how fulfillment comes from a combination of growth, service, relationships, purpose, and personal development.
How Consistency Creates Extraordinary Results
From boxing and marathon running to building a billion-dollar wealth management practice, Patrick reveals why "stacking days" may be one of the most powerful success principles anyone can adopt.
The Truth About Rejection
How years of cold calling taught Patrick to separate rejection from personal identity and why fear is often more damaging than failure itself.
Controlling the Controllables
One simple mindset taught by his father that has guided Patrick through business challenges, life decisions, and long-term success.
What AI Means for the Future of Relationships
Patrick shares his perspective on how artificial intelligence will impact professional services and why genuine human connection may become even more valuable in the years ahead.
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