Barbara M. Gilbert (CFRE), CEO and President of BMG & Associates Consulting Solutions, is highly regarded for her executive accomplishments in the areas of national and international finance: individual high net worth wealth management, institutional management and personal and corporate banking with three of the largest wealth banks in the US. She has extensive merger and acquisition experience having been a part of 3 Bank mergers Wachovia/ Wells Fargo Commerce Private Bank/ TD and Fleet Private Client Group/Bank of America. As First Vice President of Valley Bank, she has helped to grow the bank from 20 billion to 68 billion in 5 year.
📣 QUOTE: “Grounding yourself with a simple routine like prayer, reflection, or meditation before big moments can steady your mindset.”🙏 - Barbara Gilbert
Level 🆙 Take-Aways
🔹 Valuable Time-Stamps🔹
🕒 00:03:15 – Grit and Grace
🕒 00:04:45 – Learning Business Early
🕒 00:06:55 – Intentional Preparation
🕒 00:10:05 – Four Things Exercise
🕒 00:11:45 – Full Picture Finance
You Can Find Out more about BMG Consulting Solutions and Contact Barbara Here:
🌐 Visit BMG Cosulting Solutions Website
🔗 Barbara’s LinkedIn
Phone: (561) 215-0592
Email: barbara@bmgconsultingsolutions.com
📣 QUOTE: “Grounding yourself with a simple routine like prayer, reflection, or meditation before big moments can steady your mindset.”🙏 - Barbara Gilbert
Level 🆙 Take-Aways
- Starting on the “factory floor” of any industry teaches the real language of business and builds unshakable confidence. 🏭
- Traveling for work or events can expand someone’s vision of what’s possible far beyond their hometown. 🌍
- Continuously learning—especially about money, tech, and AI—keeps a person relevant and valuable in any room. 📚
- Breaking the taboo around money and openly learning about wealth can change a family’s trajectory for generations. 💵
- Fast, clean decision-making backed by responsibility and adaptability beats hesitation and fear every time. ⚡
- The best advisors don’t try to change who you are; they work with your reality and make precise, strategic shifts. 🧩
🔹 Valuable Time-Stamps🔹
🕒 00:03:15 – Grit and Grace
🕒 00:04:45 – Learning Business Early
🕒 00:06:55 – Intentional Preparation
🕒 00:10:05 – Four Things Exercise
🕒 00:11:45 – Full Picture Finance
You Can Find Out more about BMG Consulting Solutions and Contact Barbara Here:
🌐 Visit BMG Cosulting Solutions Website
🔗 Barbara’s LinkedIn
Phone: (561) 215-0592
Email: barbara@bmgconsultingsolutions.com
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:02):
Are you ready to level up?
Speaker 2 (00:03):
Do you wish to live a life of options and
not obligations? You've gone to the right place. Thank you
for stopping on by to hear knowledge nuggets from Coach
Fergie and his top tier guest to help you lean
into your ultimate human potential. Now let's level up with
Coach Fergie.
Speaker 3 (00:20):
Hey Versy Squad, Welcome back to another powerful edition of
Level of Conversations with Coach Fergie with time to Shine
today Coaching. I'm your host, Scott Ferguson, blessed to be
your gap coach specialized in performance mental conditioning, working with
business leaders, entrepreneurs, entertainers, athletes, c suite and students to
help them bridge their success gap to live a life
of options and not obligations on this platform where you're
staked to bring you high performers or not just chasing
(00:41):
entertaining success, but redefine it through providing above and beyond
service and squad real quick a knowledge nugget. This week,
I had a coaching session with a we'll just call
him a three Comma guy in one of my billionaire
coaching clients, and he was stuck in this transition in
his life, not in the not in the businessman in
his life. You know that space where life isn't what
it is, it's not yet what it's supposed to be,
(01:03):
That in between zone where your identity, your confidence, and
your patients all get tested at the same time. He
told me, fird, I feel like everything is shifting under me,
and I said, good. That means you're being forged, because
transition is where the world stops giving you clarity and
starts demanding character. See most people try to muscle their
way through change, pure grit, white knuckle it. But every
transition has two sides, grit and grace. Grit is your discipline.
(01:27):
Grace is your self control. Grit is pushing. Grace is
pausing long enough to respond, not react. The high performers
I've worked with learn to hold both. They don't run
from discomfort. They don't let their emotions hijacked emission. They
stay neutral, They stay present, They stay in the next action.
With my client, we slowed the moment down instead of
trying to out fight the chaos. He learned to own
(01:47):
the space between who he was and who's becoming. And
once he stopped trying to overpower the transition, he started
navigating it. That's the move right there. Grace keeps you steady,
Grit keeps you moving. Remember, grit is a monotonous activity,
so all always have to keep moving. And together with
grace and grit, that's how you come out the other side,
built not broken. And today's guest understands that better than
(02:07):
a lot of people out there. Were leveling up with
a legend in the world of money, money mergers, mission
driven impact. A good friend here, Barbara M.
Speaker 1 (02:15):
Gilbert.
Speaker 3 (02:15):
Let's thank you Kirsten for bringing Barbara in. Is the
CEO and President of BMG.
Speaker 1 (02:19):
And Associates Consulting Solutions.
Speaker 3 (02:21):
And when I tell you she's operated at the highest
levels of national and international finance, I mean the highest.
She has managed high net worth wealth portfolio, has overseen
institutional and corporate banking, and led financial strategies inside three
of the largest wealth banks in the entire country. Barbara
has navigated and influenced some of the biggest mergers in
minor banking history, Wellcovia merging into Wells Commerce, into td
(02:43):
Fleet into Bank of America. These are the boardroom battles
that reshaped the industry. And she was right there in
the trenches and when Valley Bank needed growth, Barbara helped
drive it from twenty billion to sixty eight billion dollars
in just five years. That's what happens when you put
a true operator at the table. But she didn't stop there.
As on her BMG Consulting, She's also been the strategic
force behind massive capital campaigns up and down the East Coast,
(03:04):
from that kind of Kimmel Center in Pennsylvania to the
Meiser Center after Theater here in Florida, to the Arthur
Ash Center, youth education projects, he Herford School, Episcopal Academy,
and major universities.
Speaker 1 (03:14):
And this is a woman that I love to be
kind of connected with. She's absolutely awesome.
Speaker 3 (03:19):
Learned something here in the first five minutes kind of
conversation that literally about speaking on stage and what we
see out there and whatnot.
Speaker 1 (03:25):
But Barbara, thank you so much for.
Speaker 3 (03:27):
Coming on and in addition yourself to the squad out
there and here also in Paul Beach.
Speaker 4 (03:32):
Oh Hi, Barbara Gilbert, I'm so pleased to be on
here with you. I appreciate it. Kirsten, thank you. I
am always here to speak and talk to anybody who
wants to listen, and really have grit and grace as
they grow. I really thought.
Speaker 3 (03:49):
About you again, I'm like, if there's any better guys,
because I always try to take a knowledge nugget from
a coaching session.
Speaker 1 (03:56):
Sure, and I'm like, this works perfect.
Speaker 3 (03:57):
So when you look back at your journey, like what's
it's the early moment that lit the fire for your
like finance and leadership because again you're a female, okay,
and there you get a lot of like pushback.
Speaker 1 (04:08):
I'm sorry, I see it.
Speaker 3 (04:09):
I've not lived it, but I've observed it, Like what
really lit that fire?
Speaker 4 (04:15):
So I am in a family of all girls, three girls.
I had a dad who was a Navy commander and
also a Yale so brilliant, and once he was out
of the navy, his career was the steel business.
Speaker 1 (04:28):
Okay.
Speaker 4 (04:29):
So there's nine years between my sisters and I and
so basically an only child, right.
Speaker 1 (04:35):
You're the oldest, I'm the youngest, oh youngest, Okay.
Speaker 4 (04:37):
So I was left and I was thirteen fourteen somewhere
around there. My dad decided it was the right time
for me to learn the steel business since nobody else would, right.
And in Kanja Haacken, Pennsylvania, as you know, yes. So
I learned everything from sheet steel to all grip to
you name it right, and walked through many a plant
(04:59):
and he was a real mentor. I didn't know it then, really,
it seemed like he just wanted me to know this
because he did it. But I'd say that was the
beginning of my understanding business and what I saw then
was a way to really have a great life. Sure
(05:19):
I had a good life. We always lived in nice places,
but I went to public school and my sisters were
very spoiled because they were the first two and by
the time they get to me, my dad was already
in the sixties, so there wasn't a lot of money
to spend. And I really saw just amazing possibilities by
(05:42):
being in business. So he took me to conventions with
him at sixteen and seventeen years old.
Speaker 1 (05:47):
Was learning it, yeah, and I was learning.
Speaker 4 (05:49):
And it was the first time ever South Florida. Even
I was going to a convention in Boca because we
didn't travel a lot and at New York and Philadelphia
kind of back and forth. And so I'd say that
was a beginning of me thinking, hmm, right, I can
do this, Yeah, I can do this. Yeah, right.
Speaker 3 (06:05):
So you know you've operated in some kind of intense,
high stake environments, right, So what's a small kind of
daily habit that you kind of roll with that you know,
keeps you grounded before you step in those rooms.
Speaker 1 (06:17):
I have an oh, my own little kind of thing
that I do.
Speaker 3 (06:19):
I'm just curious about, like if I'm going to get
up in front of fifteen hundred people and bring it, Like,
I have my own little thing.
Speaker 1 (06:25):
But how about you? Like, what do you do to
like get there?
Speaker 4 (06:28):
Well, first of all, I pray thank you.
Speaker 1 (06:30):
I have that.
Speaker 4 (06:31):
Yes, my faith has been there for me, say, most
of my life. And I also write lists incessantly.
Speaker 3 (06:38):
I have lists you, I carry them on me.
Speaker 4 (06:43):
That's like my I love my list, right, And the
night before okay, my list and the next morning and
so I sat in my car before I came in
here just to kind of rethink.
Speaker 1 (06:54):
Yeah, who's this Scott Ferguson guy? Like what Yeah, just
get me into kind of thing, right?
Speaker 2 (06:59):
Oh?
Speaker 4 (07:00):
I know she always gets into good things, and I'm
always open for something new. But basically it's you know,
what message might you want? Sure and take myself away
from my daily life and think about you for a minute. Right,
So that's what I do. And I'm never nervous on stage,
so that is a big plus. It built my business
(07:21):
on stage. So just a gift from God. They always say,
you know know what your gifts are. Okay, that's one
speaking was easy for me.
Speaker 1 (07:29):
I love them.
Speaker 3 (07:30):
But yeah, and Squad, what I just picked up from
there is she does things for intention meaning like like
very easily she could get caught in imposter syndrome, like
what am I doing here? That's if she started putting
her capabilities with her confidence. It sounds to me like
you're very intentional. You set in the car even before
you came in this little show, yeah right, or even
before you go and set but you set your intention
(07:50):
for what you're going to do. So again, Squad, if
you set your intention to your confidence, then you just
you take off right now, People I want to put
capabilities there and they're like, what am I even doing here?
Speaker 1 (08:00):
Right?
Speaker 4 (08:00):
Yeah? I don't have the s thought. It's more of
make sure I deliver what someone expects them. Yeah, exactly.
Last night at a board meeting, I said on the
Barry University Business School board, and you know it's important
to me. I got there early, and he said, hey,
come on in. I said no, I'm fine, Yeah, in
my car and get organized away from my regular day
(08:21):
into what I can do for them before I walk
in the meeting.
Speaker 1 (08:25):
Yea yeah.
Speaker 3 (08:25):
So when you walking into that boardroom where you know
sometimes billions are at stay right, so you know the
confidence that you assert when I walked in. You're very confident,
and I see that, and it's an attractive feature.
Speaker 1 (08:37):
Right, especially in the business world.
Speaker 3 (08:38):
Right, So how do you sort that confidence and authority
and clarity without making it look forceful?
Speaker 1 (08:46):
Item natural?
Speaker 4 (08:47):
I don't think about it, so thank you for thinking
I am. I am an avid reader, and so I
always try to stay up on everything AI. Right now,
Sure it's important. If you want to be respected and knowing,
you better stay up. I don't care who you are, old,
you are, what you're doing, you better know what's going on.
Speaker 3 (09:06):
And every day I'm in this little course thing was
it was marketed for men over fifty, you know, to
like learn somebody AI, and so like now it's like
I can't go a day without at least digging in.
Speaker 4 (09:16):
No, we have to know, and so I make myself
prepared in that way that could create confidence because I
love to read, so I especially love to read short things,
so magazines, finance articles, and constantly stay up on that
type of topic, which is facts right right right, So
it helps you love. It fit into most situations.
Speaker 3 (09:38):
How about any like mindset stuff that you might read
to like keep your you know mind, you know, click
in gratitude, you know, you know.
Speaker 1 (09:45):
Stuff like that. Is there anything else that you'd like
to kind of feed your mind?
Speaker 4 (09:48):
Yeah? I feed my mind with the things I love
the most. And long ago, when I was a divorced
single mom, I saw a psychologists to me, Barbara, what
do you love? I love my children. Yeah, no, it's
not what I want to hear. I want to hear
what do you love?
Speaker 1 (10:07):
Yes?
Speaker 4 (10:08):
I was all of maybe twenty nine, right, I didn't know.
She said, come back, and I want to know four
things you love, Four things you can think of that
take you somewhere else for a minute. Okay, I've never forgotten.
Speaker 1 (10:20):
That we are the four things.
Speaker 4 (10:22):
You're not going to tell you very good, but I
know what they are and they've never changed. I love
it so interestingly, they have never changed.
Speaker 3 (10:29):
I love that and like my clients, no matter again,
if you're high net worth or your professional football player,
if you're a house husband housewife. There, they must give
me three things they're grateful for by nine am their time,
every day, Monday to Friday. That's great, right, It's because
it starts. It starts the reticular activating system.
Speaker 1 (10:45):
Right.
Speaker 3 (10:45):
So it's like you do what you do it, you
get it right, you know, things start coming to you
with that. So how about like what surprised you the
most about like human behavior when it comes to money,
wealth and philanthropy. I mean, we live in palmb so
there's a whole stigma around that. But what has kind
of surprised you the most through the years.
Speaker 4 (11:03):
Well, it surprised me the most while I had a
very active wealth management career, which was a blessing. Most
people could not have gone from a capital campaign specialist
to a wealth manager, but they came and found me.
So it's not a job I could have applied for.
And it was almost like an MBA in finance. And
(11:25):
I was so thankful for it, and I loved it
because it helped direct people's lives. And I was never
taught that in my days growing up. Our family didn't
talk about money ever. Ever, it was tapping either. You
don't ever ask how much someone's house costs, right, Sure, So,
(11:45):
especially the estate planning piece, which I still do all
the time, very active. It helps me in philanthropy, it
helps me in finance, and you need to know the
whole picture. It worried me tremendously when someone would walk
in and talk to someone about their investments and the
person never asked, let's just jump back here a minute,
(12:05):
what are we trying to achieve? What your tax situation?
All of that. So I would say that that was
really a gift and something that I cherish to this day.
And I always would sit in meetings where people would say, well,
what are we going to do about what we're charging
and what the rates are and should we bring it down.
(12:27):
I never had anybody ask me to reduce my rate.
Speaker 1 (12:31):
Love that.
Speaker 4 (12:31):
So that told me that they felt like they were
getting what they deservedly right, And I never really said
it because I'm not there to teach everybody else, But
that was always a very satisfying to me.
Speaker 1 (12:47):
Yeah, because again it's about intentional.
Speaker 3 (12:49):
I can see you're making it about them, and a
big thing about you know, coaching with me is I'm
a big believer that you know, do what you love
in the service of people that love what you do.
And what I mean that is, I do what I love.
I get to level people up. But the people that
I'm leveling up or the people that are observing those
people being leveled up, see that I love what I do, right,
So I can tell that you love what you do.
(13:10):
And squad, we are going to take a really quick
break and kind of when we come back, we're going
to dive into coaching consulting that we talked about a
little bit off Mike and we're just going to throw
it to Steve Austin, my awesome sponsor with Rise Mortgage.
Speaker 1 (13:23):
Steve, take it away.
Speaker 5 (13:24):
Too, Thanks Scott. Happy Saturday everyone. This is Steve Austin
with the Rise Mortgage Dynamic team with your mortgage market
recap for the week of November tenth, another week of
the same old song and dance for mortgage bonds. Things
are still traded in the same range we have been seeing.
What was interesting in the world of mortgages was the
talk of a fifty year mortgage and mortgage portability. Affordability
(13:44):
has been a difficult obstacle for homeowners these last few
years with the surgeon rates, home prices, and homeowners insurance.
Having a tool like a fifty year mortgage is an
interesting option to mitigate some of those increases, and with
a portable mortgage, consumers that currently have a low interest
rate mortgage with be able to carry it forward to
the new home they want to buy. While both are
a certainly interesting concept, there's still pros and cons to each,
(14:06):
and there's certainly no guarantee that either of them comes
to fruition That conversations and ideas are happening to potentially
help ease affordability for consumers is a positive thing to see.
In my opinion, The more helpful tools we can give
hopeful home buyers to achieve their home ownership dreams, the better.
That's it for this week, this is Steve Austin, your
Brands Manager MLS seven six two three two eight with
the Rise Mortgage Dynamic Team n MLS one six zero
(14:29):
four six sixty three in Equal Housing lender.
Speaker 6 (14:32):
Are you looking to finance your dream home, vacation getaway
or an investment property? The Rise Mortgage Dynamic Team and
company is here to help Steve Austin and his team.
They're expert loan advisors combine local knowledge with cutting edge
technology to make your financing process efficient and seamless. Whether
it's your first home or your next investment, trust Steve
(14:55):
Auston and the Rise Mortgage Dynamic Team and company to
guide you every step of the way. Visit them today
and experience the perfect blend of technology and personal touch.
Steve Austin's Rise Mortgage Dynamic Team, you're local experts in
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five two ninety two seventy eight. That's five six one three,
(15:19):
five two nine two seven eight five six one three
five two nine two seven eight and MLS number one
six zero four six six three.
Speaker 3 (15:32):
Hey, thank you so much for the update, Steve, and
I'm really blessed that you are our sponsor. Barbara. We
talked a little bit about coaching and consulting. Right in
your line of work. You you have to be.
Speaker 1 (15:43):
A coach sultant, right, you have to be like you.
There's no way you can be like cauch me.
Speaker 3 (15:48):
I like, if I was to coach you, you forget
more about building wealth and making money and stuff like
that than me. Like, so you can tell me I
couldn't tell you, hey, go do this and be like
for you're an.
Speaker 1 (15:57):
Idiot, right, you'd be like that.
Speaker 3 (15:59):
But me, I'm a big believe that everyone knows what
they want, they just don't know how to talk themselves
into it.
Speaker 1 (16:04):
That's what a coach does, right.
Speaker 3 (16:06):
So a consultant like when do you know when you
have to put on one hat take off the other,
and like how do you work that?
Speaker 4 (16:13):
Well, I've been a consultant for twenty five years, so
I've had BMG before I was in finance, and so
I just kind of brought it back to life again
to get myself out there and really really start helping
some nonprofits where they need it. And So to answer
the first question, though, it is, consulting was always what
it was called twenty five thirty years ago. Coaching didn't
(16:36):
exist exist until recently someone asked me, well, are you
a coach too? I said, well, I guess I am
in a way, but no, I really consult on business
whatever your business is. So your business is nonprofit, or
your business is for profit sales, or your business is
public speaking, or your business is a business plan, strategy,
(17:02):
five year plan, whatever it might be. That type of
consulting is really working with the facts of what their
business is and where you want to go. I don't
change the person much, so I have to work with
what I have, right, And so I think that came
(17:23):
about from my early days of working in nonprofits that
were disaster based. I couldn't do it. I couldn't do
disaster all day, change the world and come home and
take care of little kids by myself. So I move
myself over to charities that were really fun and pretty,
(17:43):
like you know, Ballet, the Philadelphia Ballet, and like education
because I'm an education nut and I'm really upset. I
didn't go to Princeton or Yale, but I paid for
college myself and went to Barry University. So it's a
great background. But I am. I'm in education, and so
(18:05):
that being in a school is very factual. So I
like that doing a capital campaign to build a building
for a school, that's factual. There are people that are thankful,
so you have donors. And so the piece that I
got stayed away from, because I was very good at
cutting off business when I went home, was my children
and any more disaster other than trying to raise their
(18:26):
kids about yourself.
Speaker 1 (18:27):
Right.
Speaker 4 (18:28):
So I also wrote a book, so I should probably
tell you that Kirsten doesn't know much about it. But
it's called thirteen Nannies. How many it took me to
raise my kids?
Speaker 1 (18:39):
Really?
Speaker 4 (18:39):
Mm hmm?
Speaker 1 (18:40):
You actually had nannies for them? Then?
Speaker 4 (18:41):
Okay, well, so what what happened was they were they
weren't called that, but I brought them over from England
because I was a flight attendant in my early days
flying Miami London. Wow, okay, so I hired them out
of the hotels that.
Speaker 1 (18:54):
Were your whole life. Yeah, that's amazing.
Speaker 4 (18:58):
So but really, these girls, you know, became part of
my life. And my nephew is a producer and he
encouraged me to write a book and then he wants
to produce it. So it's it's almost finished. There's some
very touchy pieces that as the person that management studio
(19:20):
said to me, Barbara, this is really funny. But with
this funny comes a lot of hurt. Sure, and I
need to see some of that hurt. And I went, okay,
I was trying to avoid that.
Speaker 3 (19:31):
Yeah with me, I'm writing a business parable right now
and it's basically me as the hero's journey, right, and
they're like there's not enough. You hurt, Like there's a
lot of people that were there for I stand on
the shoulders of a lot of giants.
Speaker 4 (19:44):
Me too, right, So it's wonderful.
Speaker 3 (19:46):
So how about decision fatigue within the business world, We're
going to kind of trans transition into there so many
leaders I see like struggle with it. I'm coach a
lot of them, right, So, especially you know when navigat
eating that rapid change for mergers and you know, stuff
that you're dealing with, Like how have you trained yourself,
you know, through the years to be able to make quick, fast,
(20:10):
accurate decisions.
Speaker 4 (20:12):
I've never had a problem with decisions. Could say I'm
a bit black and white. I consider it the book
Blink if you ever read that, That's how my life is.
I can walk in and say, blink, this is what
I think is going on here, so therefore this might
have to happen.
Speaker 1 (20:31):
Right.
Speaker 4 (20:33):
Sometimes I think it's a gift, especially when I would
do audits on people's companies of what they needed to change.
After a full day there, I could usually say, here's
the weakest link, so to speak. I don't know, It's
never been a problem for me to make decisions and
then I deal with the consequences. Are the consequences always
(20:54):
exactly what I thought? No? But then that's changed? So
how do we deal with that change?
Speaker 1 (21:00):
Gosha?
Speaker 3 (21:00):
So what do you what are you seeing then now
with the you know, with your experience and the kind
of the national and international finance, Like, what do you believe
in the next five ten years will demand lead leaders
from banking and philanthropy or all?
Speaker 1 (21:15):
Where are you seeing things go right now? You're you're
the prore well.
Speaker 4 (21:20):
I really have believed for probably the last eight years.
And I have seven grandchildren, so I try to to
teach them this that that the world is now not
the United States anymore for them, Right, the world is
the world. You can go from here to London in
the same time you can go basically.
Speaker 1 (21:41):
Right to la exactly. Yeah.
Speaker 4 (21:44):
So so the languages, the currencies, the politics in all
of the different countries. You need to know that my
son is an international forensic accountant. Okay, I didn't even
know what it was when he told me that's what
he wanted to do. He's now forty five. But looking back,
(22:06):
the first test he took for a job, they told
him to take the whole test in Spanish and he
had three hours to do it. Well, it was all
about tell me what you think about the power and
such and such care He said, oh my god, how
do I know all this? I do read all the papers.
So what they didn't say was feel free to use
(22:28):
the computer right next to you. But they didn't say
don't right, So he did, right, And he came out
and they said you are the only one to finished
exam and it's one hundred percent correct, right, And he said,
why I was worried about the computer? He said, no,
we're testing your judgment.
Speaker 1 (22:45):
He got creative.
Speaker 4 (22:47):
That is a lesson, right. I am so conservative. I
never would have touched a computer. No, I'm a goody
two shoes. I went to religious schools.
Speaker 3 (23:00):
Men in black, yeah, with will Smith, where they're all
having to fill out surveys. There's a table in the middle,
and he's the only one that reached out and pulled
the table close to him to fill out the or
take the task.
Speaker 4 (23:10):
But that's the future kind of right, ye.
Speaker 1 (23:12):
Had you've gotten some of that from you? It was
your son, right.
Speaker 4 (23:15):
Yes, he's my son. But you know, well, I will
say he called me in his beginning years of his
career and said, they old kids always know they could
get me at seven thirty in the car. Okay, you know,
as they're growing up.
Speaker 3 (23:27):
Okay, So how about this, Like, I'm a big believer
in the in the beginning of your life, early years
you learn, the middle years you earn. In the later
years you return, right, so you learn, earn return.
Speaker 1 (23:39):
So how are you What is your thoughts about mentoring
and then paying it forward.
Speaker 4 (23:44):
I constantly pay it forward. So I'm on five different
boards right now. I try so hard to really be
there for my kids and their kids. Right There's so
many lessons that could be learned for grandchildren from their grandparents.
I'm a big believer in that. Huge yeah, being so involved.
(24:04):
It was funny. My fifteen year old grandson said, oh,
you know, I'm so sorry I didn't call you back.
But I've got three different, multiple chats going on at
the same time for sports for this, and I stopped.
I said, Jase, I want you to know that I
have three different chats going on. Ones for my speaker series, sure,
one is for my Google group for venture capital for women,
(24:27):
and one is work. So I get it. I get
why you've got too much he said, you do. He
was amazed.
Speaker 1 (24:33):
I understand, and that's a great connection.
Speaker 4 (24:35):
So all of that moving forward and giving back, I
try to get back and in very succinct ways, because
you have to manage yourself and your time as well.
So time with my husband I am remarried, time for
sports to stay in shape, sure, and time for just enjoyment,
you know, and then giving back to So I.
Speaker 3 (24:56):
Asked all my guests as we kind of start winding down,
but how does Barbara want her dash? Remember that little
line in between your incarnation date and your expiration date,
your life date and your death date, how do you
want your dash from?
Speaker 4 (25:09):
I just really want it to say that I made
a huge difference in this world. My husband would tell
you that. It would say I'm the kindest person that
ever walked into this because I heard him tell my
daughter that recently. But either one I'm fine with. But
(25:30):
I want to always be count honorable. I want to
be honest and blunt. I am blunt, but in a
good way, and I like that back. I like it back.
I don't want any fake stuff. I don't like that
I try to run from it.
Speaker 1 (25:47):
I have to.
Speaker 4 (25:47):
I'm trying to get to be a better judge of it,
even just to run from it because I don't like it.
It's not what I know, and so it feels uncomfortable.
Speaker 1 (25:56):
I love it.
Speaker 3 (25:56):
Just see, I see you like planting trees, You're never
going to sit in the shade of And those are
the kind of people that I like to align with.
Right and again, we talked off Mike about new things
for the intention and not the attention, like look at me.
You know you're out there, you're helping and leaning into people.
So so wrap things up.
Speaker 1 (26:10):
The floors yours for the next minute or so, like
can you tell us how to find you?
Speaker 4 (26:13):
Sure? So. I still am the vice first vice president
Valley Bank, handling business development in Southeast region. Thank you.
My office is in Palm Beach and on the side,
I do do consulting for business development plans or any
type of nonprofit strategy and audits, as well as a
(26:37):
capital campaign plan, which is really where my real expertise was.
The venture capital piece that I'm still involved with. I've
been in eight years with one hundred twenty very active
women that are amazing all across the world. We meet
four times a year. I'll be doing that event on
January twenty third in West Palm Beach.
Speaker 1 (26:57):
Wow.
Speaker 4 (26:58):
Yeah, so that's exciting. It's an old a strategy event
and really not just venture the way we all think
of it, but also venture. How do you take your
next step to your next chapter in your career?
Speaker 1 (27:09):
Gotcha? Is there a phone number that you can kind
of reach out to you and grab you?
Speaker 4 (27:13):
Yeah? Sure, My my cell is five six one two
one five o five nine two. Texting me is the
best way to get me excellent because I'm usually working,
and then my my website yep, BMG in all that
insulting solutions right and email always go. So I would
appreciate anybody who's interested in in hiring me for anything.
(27:36):
I want to hear what you're doing, and will you
know I don't take all of the people that want
to work with me, but if it's a right fit,
I would love to help.
Speaker 3 (27:44):
Love it and squad again five six one two one
five oh five nine two five six one two one
five oh five ninety two or Barbara at BMG Consulting
Solutions dot com. Again, Barbara at Bmgconsulting Solutions dot com.
Thank you to my producer, Brian Mouth, thank you Kirsten
for bringing barbarat in.
Speaker 1 (28:01):
Thank you, w J and O. Everybody out there have
a great income level up
Are you ready to level up?
Speaker 2 (00:03):
Do you wish to live a life of options and
not obligations? You've gone to the right place. Thank you
for stopping on by to hear knowledge nuggets from Coach
Fergie and his top tier guest to help you lean
into your ultimate human potential. Now let's level up with
Coach Fergie.
Speaker 3 (00:20):
Hey Versy Squad, Welcome back to another powerful edition of
Level of Conversations with Coach Fergie with time to Shine
today Coaching. I'm your host, Scott Ferguson, blessed to be
your gap coach specialized in performance mental conditioning, working with
business leaders, entrepreneurs, entertainers, athletes, c suite and students to
help them bridge their success gap to live a life
of options and not obligations on this platform where you're
staked to bring you high performers or not just chasing
(00:41):
entertaining success, but redefine it through providing above and beyond
service and squad real quick a knowledge nugget. This week,
I had a coaching session with a we'll just call
him a three Comma guy in one of my billionaire
coaching clients, and he was stuck in this transition in
his life, not in the not in the businessman in
his life. You know that space where life isn't what
it is, it's not yet what it's supposed to be,
(01:03):
That in between zone where your identity, your confidence, and
your patients all get tested at the same time. He
told me, fird, I feel like everything is shifting under me,
and I said, good. That means you're being forged, because
transition is where the world stops giving you clarity and
starts demanding character. See most people try to muscle their
way through change, pure grit, white knuckle it. But every
transition has two sides, grit and grace. Grit is your discipline.
(01:27):
Grace is your self control. Grit is pushing. Grace is
pausing long enough to respond, not react. The high performers
I've worked with learn to hold both. They don't run
from discomfort. They don't let their emotions hijacked emission. They
stay neutral, They stay present, They stay in the next action.
With my client, we slowed the moment down instead of
trying to out fight the chaos. He learned to own
(01:47):
the space between who he was and who's becoming. And
once he stopped trying to overpower the transition, he started
navigating it. That's the move right there. Grace keeps you steady,
Grit keeps you moving. Remember, grit is a monotonous activity,
so all always have to keep moving. And together with
grace and grit, that's how you come out the other side,
built not broken. And today's guest understands that better than
(02:07):
a lot of people out there. Were leveling up with
a legend in the world of money, money mergers, mission
driven impact. A good friend here, Barbara M.
Speaker 1 (02:15):
Gilbert.
Speaker 3 (02:15):
Let's thank you Kirsten for bringing Barbara in. Is the
CEO and President of BMG.
Speaker 1 (02:19):
And Associates Consulting Solutions.
Speaker 3 (02:21):
And when I tell you she's operated at the highest
levels of national and international finance, I mean the highest.
She has managed high net worth wealth portfolio, has overseen
institutional and corporate banking, and led financial strategies inside three
of the largest wealth banks in the entire country. Barbara
has navigated and influenced some of the biggest mergers in
minor banking history, Wellcovia merging into Wells Commerce, into td
(02:43):
Fleet into Bank of America. These are the boardroom battles
that reshaped the industry. And she was right there in
the trenches and when Valley Bank needed growth, Barbara helped
drive it from twenty billion to sixty eight billion dollars
in just five years. That's what happens when you put
a true operator at the table. But she didn't stop there.
As on her BMG Consulting, She's also been the strategic
force behind massive capital campaigns up and down the East Coast,
(03:04):
from that kind of Kimmel Center in Pennsylvania to the
Meiser Center after Theater here in Florida, to the Arthur
Ash Center, youth education projects, he Herford School, Episcopal Academy,
and major universities.
Speaker 1 (03:14):
And this is a woman that I love to be
kind of connected with. She's absolutely awesome.
Speaker 3 (03:19):
Learned something here in the first five minutes kind of
conversation that literally about speaking on stage and what we
see out there and whatnot.
Speaker 1 (03:25):
But Barbara, thank you so much for.
Speaker 3 (03:27):
Coming on and in addition yourself to the squad out
there and here also in Paul Beach.
Speaker 4 (03:32):
Oh Hi, Barbara Gilbert, I'm so pleased to be on
here with you. I appreciate it. Kirsten, thank you. I
am always here to speak and talk to anybody who
wants to listen, and really have grit and grace as
they grow. I really thought.
Speaker 3 (03:49):
About you again, I'm like, if there's any better guys,
because I always try to take a knowledge nugget from
a coaching session.
Speaker 1 (03:56):
Sure, and I'm like, this works perfect.
Speaker 3 (03:57):
So when you look back at your journey, like what's
it's the early moment that lit the fire for your
like finance and leadership because again you're a female, okay,
and there you get a lot of like pushback.
Speaker 1 (04:08):
I'm sorry, I see it.
Speaker 3 (04:09):
I've not lived it, but I've observed it, Like what
really lit that fire?
Speaker 4 (04:15):
So I am in a family of all girls, three girls.
I had a dad who was a Navy commander and
also a Yale so brilliant, and once he was out
of the navy, his career was the steel business.
Speaker 1 (04:28):
Okay.
Speaker 4 (04:29):
So there's nine years between my sisters and I and
so basically an only child, right.
Speaker 1 (04:35):
You're the oldest, I'm the youngest, oh youngest, Okay.
Speaker 4 (04:37):
So I was left and I was thirteen fourteen somewhere
around there. My dad decided it was the right time
for me to learn the steel business since nobody else would, right.
And in Kanja Haacken, Pennsylvania, as you know, yes. So
I learned everything from sheet steel to all grip to
you name it right, and walked through many a plant
(04:59):
and he was a real mentor. I didn't know it then, really,
it seemed like he just wanted me to know this
because he did it. But I'd say that was the
beginning of my understanding business and what I saw then
was a way to really have a great life. Sure
(05:19):
I had a good life. We always lived in nice places,
but I went to public school and my sisters were
very spoiled because they were the first two and by
the time they get to me, my dad was already
in the sixties, so there wasn't a lot of money
to spend. And I really saw just amazing possibilities by
(05:42):
being in business. So he took me to conventions with
him at sixteen and seventeen years old.
Speaker 1 (05:47):
Was learning it, yeah, and I was learning.
Speaker 4 (05:49):
And it was the first time ever South Florida. Even
I was going to a convention in Boca because we
didn't travel a lot and at New York and Philadelphia
kind of back and forth. And so I'd say that
was a beginning of me thinking, hmm, right, I can
do this, Yeah, I can do this. Yeah, right.
Speaker 3 (06:05):
So you know you've operated in some kind of intense,
high stake environments, right, So what's a small kind of
daily habit that you kind of roll with that you know,
keeps you grounded before you step in those rooms.
Speaker 1 (06:17):
I have an oh, my own little kind of thing
that I do.
Speaker 3 (06:19):
I'm just curious about, like if I'm going to get
up in front of fifteen hundred people and bring it, Like,
I have my own little thing.
Speaker 1 (06:25):
But how about you? Like, what do you do to
like get there?
Speaker 4 (06:28):
Well, first of all, I pray thank you.
Speaker 1 (06:30):
I have that.
Speaker 4 (06:31):
Yes, my faith has been there for me, say, most
of my life. And I also write lists incessantly.
Speaker 3 (06:38):
I have lists you, I carry them on me.
Speaker 4 (06:43):
That's like my I love my list, right, And the
night before okay, my list and the next morning and
so I sat in my car before I came in
here just to kind of rethink.
Speaker 1 (06:54):
Yeah, who's this Scott Ferguson guy? Like what Yeah, just
get me into kind of thing, right?
Speaker 2 (06:59):
Oh?
Speaker 4 (07:00):
I know she always gets into good things, and I'm
always open for something new. But basically it's you know,
what message might you want? Sure and take myself away
from my daily life and think about you for a minute. Right,
So that's what I do. And I'm never nervous on stage,
so that is a big plus. It built my business
(07:21):
on stage. So just a gift from God. They always say,
you know know what your gifts are. Okay, that's one
speaking was easy for me.
Speaker 1 (07:29):
I love them.
Speaker 3 (07:30):
But yeah, and Squad, what I just picked up from
there is she does things for intention meaning like like
very easily she could get caught in imposter syndrome, like
what am I doing here? That's if she started putting
her capabilities with her confidence. It sounds to me like
you're very intentional. You set in the car even before
you came in this little show, yeah right, or even
before you go and set but you set your intention
(07:50):
for what you're going to do. So again, Squad, if
you set your intention to your confidence, then you just
you take off right now, People I want to put
capabilities there and they're like, what am I even doing here?
Speaker 1 (08:00):
Right?
Speaker 4 (08:00):
Yeah? I don't have the s thought. It's more of
make sure I deliver what someone expects them. Yeah, exactly.
Last night at a board meeting, I said on the
Barry University Business School board, and you know it's important
to me. I got there early, and he said, hey,
come on in. I said no, I'm fine, Yeah, in
my car and get organized away from my regular day
(08:21):
into what I can do for them before I walk
in the meeting.
Speaker 1 (08:25):
Yea yeah.
Speaker 3 (08:25):
So when you walking into that boardroom where you know
sometimes billions are at stay right, so you know the
confidence that you assert when I walked in. You're very confident,
and I see that, and it's an attractive feature.
Speaker 1 (08:37):
Right, especially in the business world.
Speaker 3 (08:38):
Right, So how do you sort that confidence and authority
and clarity without making it look forceful?
Speaker 1 (08:46):
Item natural?
Speaker 4 (08:47):
I don't think about it, so thank you for thinking
I am. I am an avid reader, and so I
always try to stay up on everything AI. Right now,
Sure it's important. If you want to be respected and knowing,
you better stay up. I don't care who you are, old,
you are, what you're doing, you better know what's going on.
Speaker 3 (09:06):
And every day I'm in this little course thing was
it was marketed for men over fifty, you know, to
like learn somebody AI, and so like now it's like
I can't go a day without at least digging in.
Speaker 4 (09:16):
No, we have to know, and so I make myself
prepared in that way that could create confidence because I
love to read, so I especially love to read short things,
so magazines, finance articles, and constantly stay up on that
type of topic, which is facts right right right, So
it helps you love. It fit into most situations.
Speaker 3 (09:38):
How about any like mindset stuff that you might read
to like keep your you know mind, you know, click
in gratitude, you know, you know.
Speaker 1 (09:45):
Stuff like that. Is there anything else that you'd like
to kind of feed your mind?
Speaker 4 (09:48):
Yeah? I feed my mind with the things I love
the most. And long ago, when I was a divorced
single mom, I saw a psychologists to me, Barbara, what
do you love? I love my children. Yeah, no, it's
not what I want to hear. I want to hear
what do you love?
Speaker 1 (10:07):
Yes?
Speaker 4 (10:08):
I was all of maybe twenty nine, right, I didn't know.
She said, come back, and I want to know four
things you love, Four things you can think of that
take you somewhere else for a minute. Okay, I've never forgotten.
Speaker 1 (10:20):
That we are the four things.
Speaker 4 (10:22):
You're not going to tell you very good, but I
know what they are and they've never changed. I love
it so interestingly, they have never changed.
Speaker 3 (10:29):
I love that and like my clients, no matter again,
if you're high net worth or your professional football player,
if you're a house husband housewife. There, they must give
me three things they're grateful for by nine am their time,
every day, Monday to Friday. That's great, right, It's because
it starts. It starts the reticular activating system.
Speaker 1 (10:45):
Right.
Speaker 3 (10:45):
So it's like you do what you do it, you
get it right, you know, things start coming to you
with that. So how about like what surprised you the
most about like human behavior when it comes to money,
wealth and philanthropy. I mean, we live in palmb so
there's a whole stigma around that. But what has kind
of surprised you the most through the years.
Speaker 4 (11:03):
Well, it surprised me the most while I had a
very active wealth management career, which was a blessing. Most
people could not have gone from a capital campaign specialist
to a wealth manager, but they came and found me.
So it's not a job I could have applied for.
And it was almost like an MBA in finance. And
(11:25):
I was so thankful for it, and I loved it
because it helped direct people's lives. And I was never
taught that in my days growing up. Our family didn't
talk about money ever. Ever, it was tapping either. You
don't ever ask how much someone's house costs, right, Sure, So,
(11:45):
especially the estate planning piece, which I still do all
the time, very active. It helps me in philanthropy, it
helps me in finance, and you need to know the
whole picture. It worried me tremendously when someone would walk
in and talk to someone about their investments and the
person never asked, let's just jump back here a minute,
(12:05):
what are we trying to achieve? What your tax situation?
All of that. So I would say that that was
really a gift and something that I cherish to this day.
And I always would sit in meetings where people would say, well,
what are we going to do about what we're charging
and what the rates are and should we bring it down.
(12:27):
I never had anybody ask me to reduce my rate.
Speaker 1 (12:31):
Love that.
Speaker 4 (12:31):
So that told me that they felt like they were
getting what they deservedly right, And I never really said
it because I'm not there to teach everybody else, But
that was always a very satisfying to me.
Speaker 1 (12:47):
Yeah, because again it's about intentional.
Speaker 3 (12:49):
I can see you're making it about them, and a
big thing about you know, coaching with me is I'm
a big believer that you know, do what you love
in the service of people that love what you do.
And what I mean that is, I do what I love.
I get to level people up. But the people that
I'm leveling up or the people that are observing those
people being leveled up, see that I love what I do, right,
So I can tell that you love what you do.
(13:10):
And squad, we are going to take a really quick
break and kind of when we come back, we're going
to dive into coaching consulting that we talked about a
little bit off Mike and we're just going to throw
it to Steve Austin, my awesome sponsor with Rise Mortgage.
Speaker 1 (13:23):
Steve, take it away.
Speaker 5 (13:24):
Too, Thanks Scott. Happy Saturday everyone. This is Steve Austin
with the Rise Mortgage Dynamic team with your mortgage market
recap for the week of November tenth, another week of
the same old song and dance for mortgage bonds. Things
are still traded in the same range we have been seeing.
What was interesting in the world of mortgages was the
talk of a fifty year mortgage and mortgage portability. Affordability
(13:44):
has been a difficult obstacle for homeowners these last few
years with the surgeon rates, home prices, and homeowners insurance.
Having a tool like a fifty year mortgage is an
interesting option to mitigate some of those increases, and with
a portable mortgage, consumers that currently have a low interest
rate mortgage with be able to carry it forward to
the new home they want to buy. While both are
a certainly interesting concept, there's still pros and cons to each,
(14:06):
and there's certainly no guarantee that either of them comes
to fruition That conversations and ideas are happening to potentially
help ease affordability for consumers is a positive thing to see.
In my opinion, The more helpful tools we can give
hopeful home buyers to achieve their home ownership dreams, the better.
That's it for this week, this is Steve Austin, your
Brands Manager MLS seven six two three two eight with
the Rise Mortgage Dynamic Team n MLS one six zero
(14:29):
four six sixty three in Equal Housing lender.
Speaker 6 (14:32):
Are you looking to finance your dream home, vacation getaway
or an investment property? The Rise Mortgage Dynamic Team and
company is here to help Steve Austin and his team.
They're expert loan advisors combine local knowledge with cutting edge
technology to make your financing process efficient and seamless. Whether
it's your first home or your next investment, trust Steve
(14:55):
Auston and the Rise Mortgage Dynamic Team and company to
guide you every step of the way. Visit them today
and experience the perfect blend of technology and personal touch.
Steve Austin's Rise Mortgage Dynamic Team, you're local experts in
residential financing. Call Steve today at five six one three
five two ninety two seventy eight. That's five six one three,
(15:19):
five two nine two seven eight five six one three
five two nine two seven eight and MLS number one
six zero four six six three.
Speaker 3 (15:32):
Hey, thank you so much for the update, Steve, and
I'm really blessed that you are our sponsor. Barbara. We
talked a little bit about coaching and consulting. Right in
your line of work. You you have to be.
Speaker 1 (15:43):
A coach sultant, right, you have to be like you.
There's no way you can be like cauch me.
Speaker 3 (15:48):
I like, if I was to coach you, you forget
more about building wealth and making money and stuff like
that than me. Like, so you can tell me I
couldn't tell you, hey, go do this and be like
for you're an.
Speaker 1 (15:57):
Idiot, right, you'd be like that.
Speaker 3 (15:59):
But me, I'm a big believe that everyone knows what
they want, they just don't know how to talk themselves
into it.
Speaker 1 (16:04):
That's what a coach does, right.
Speaker 3 (16:06):
So a consultant like when do you know when you
have to put on one hat take off the other,
and like how do you work that?
Speaker 4 (16:13):
Well, I've been a consultant for twenty five years, so
I've had BMG before I was in finance, and so
I just kind of brought it back to life again
to get myself out there and really really start helping
some nonprofits where they need it. And So to answer
the first question, though, it is, consulting was always what
it was called twenty five thirty years ago. Coaching didn't
(16:36):
exist exist until recently someone asked me, well, are you
a coach too? I said, well, I guess I am
in a way, but no, I really consult on business
whatever your business is. So your business is nonprofit, or
your business is for profit sales, or your business is
public speaking, or your business is a business plan, strategy,
(17:02):
five year plan, whatever it might be. That type of
consulting is really working with the facts of what their
business is and where you want to go. I don't
change the person much, so I have to work with
what I have, right, And so I think that came
(17:23):
about from my early days of working in nonprofits that
were disaster based. I couldn't do it. I couldn't do
disaster all day, change the world and come home and
take care of little kids by myself. So I move
myself over to charities that were really fun and pretty,
(17:43):
like you know, Ballet, the Philadelphia Ballet, and like education
because I'm an education nut and I'm really upset. I
didn't go to Princeton or Yale, but I paid for
college myself and went to Barry University. So it's a
great background. But I am. I'm in education, and so
(18:05):
that being in a school is very factual. So I
like that doing a capital campaign to build a building
for a school, that's factual. There are people that are thankful,
so you have donors. And so the piece that I
got stayed away from, because I was very good at
cutting off business when I went home, was my children
and any more disaster other than trying to raise their
(18:26):
kids about yourself.
Speaker 1 (18:27):
Right.
Speaker 4 (18:28):
So I also wrote a book, so I should probably
tell you that Kirsten doesn't know much about it. But
it's called thirteen Nannies. How many it took me to
raise my kids?
Speaker 1 (18:39):
Really?
Speaker 4 (18:39):
Mm hmm?
Speaker 1 (18:40):
You actually had nannies for them? Then?
Speaker 4 (18:41):
Okay, well, so what what happened was they were they
weren't called that, but I brought them over from England
because I was a flight attendant in my early days
flying Miami London. Wow, okay, so I hired them out
of the hotels that.
Speaker 1 (18:54):
Were your whole life. Yeah, that's amazing.
Speaker 4 (18:58):
So but really, these girls, you know, became part of
my life. And my nephew is a producer and he
encouraged me to write a book and then he wants
to produce it. So it's it's almost finished. There's some
very touchy pieces that as the person that management studio
(19:20):
said to me, Barbara, this is really funny. But with
this funny comes a lot of hurt. Sure, and I
need to see some of that hurt. And I went, okay,
I was trying to avoid that.
Speaker 3 (19:31):
Yeah with me, I'm writing a business parable right now
and it's basically me as the hero's journey, right, and
they're like there's not enough. You hurt, Like there's a
lot of people that were there for I stand on
the shoulders of a lot of giants.
Speaker 4 (19:44):
Me too, right, So it's wonderful.
Speaker 3 (19:46):
So how about decision fatigue within the business world, We're
going to kind of trans transition into there so many
leaders I see like struggle with it. I'm coach a
lot of them, right, So, especially you know when navigat
eating that rapid change for mergers and you know, stuff
that you're dealing with, Like how have you trained yourself,
you know, through the years to be able to make quick, fast,
(20:10):
accurate decisions.
Speaker 4 (20:12):
I've never had a problem with decisions. Could say I'm
a bit black and white. I consider it the book
Blink if you ever read that, That's how my life is.
I can walk in and say, blink, this is what
I think is going on here, so therefore this might
have to happen.
Speaker 1 (20:31):
Right.
Speaker 4 (20:33):
Sometimes I think it's a gift, especially when I would
do audits on people's companies of what they needed to change.
After a full day there, I could usually say, here's
the weakest link, so to speak. I don't know, It's
never been a problem for me to make decisions and
then I deal with the consequences. Are the consequences always
(20:54):
exactly what I thought? No? But then that's changed? So
how do we deal with that change?
Speaker 1 (21:00):
Gosha?
Speaker 3 (21:00):
So what do you what are you seeing then now
with the you know, with your experience and the kind
of the national and international finance, Like, what do you believe
in the next five ten years will demand lead leaders
from banking and philanthropy or all?
Speaker 1 (21:15):
Where are you seeing things go right now? You're you're
the prore well.
Speaker 4 (21:20):
I really have believed for probably the last eight years.
And I have seven grandchildren, so I try to to
teach them this that that the world is now not
the United States anymore for them, Right, the world is
the world. You can go from here to London in
the same time you can go basically.
Speaker 1 (21:41):
Right to la exactly. Yeah.
Speaker 4 (21:44):
So so the languages, the currencies, the politics in all
of the different countries. You need to know that my
son is an international forensic accountant. Okay, I didn't even
know what it was when he told me that's what
he wanted to do. He's now forty five. But looking back,
(22:06):
the first test he took for a job, they told
him to take the whole test in Spanish and he
had three hours to do it. Well, it was all
about tell me what you think about the power and
such and such care He said, oh my god, how
do I know all this? I do read all the papers.
So what they didn't say was feel free to use
(22:28):
the computer right next to you. But they didn't say
don't right, So he did, right, And he came out
and they said you are the only one to finished
exam and it's one hundred percent correct, right, And he said,
why I was worried about the computer? He said, no,
we're testing your judgment.
Speaker 1 (22:45):
He got creative.
Speaker 4 (22:47):
That is a lesson, right. I am so conservative. I
never would have touched a computer. No, I'm a goody
two shoes. I went to religious schools.
Speaker 3 (23:00):
Men in black, yeah, with will Smith, where they're all
having to fill out surveys. There's a table in the middle,
and he's the only one that reached out and pulled
the table close to him to fill out the or
take the task.
Speaker 4 (23:10):
But that's the future kind of right, ye.
Speaker 1 (23:12):
Had you've gotten some of that from you? It was
your son, right.
Speaker 4 (23:15):
Yes, he's my son. But you know, well, I will
say he called me in his beginning years of his
career and said, they old kids always know they could
get me at seven thirty in the car. Okay, you know,
as they're growing up.
Speaker 3 (23:27):
Okay, So how about this, Like, I'm a big believer
in the in the beginning of your life, early years
you learn, the middle years you earn. In the later
years you return, right, so you learn, earn return.
Speaker 1 (23:39):
So how are you What is your thoughts about mentoring
and then paying it forward.
Speaker 4 (23:44):
I constantly pay it forward. So I'm on five different
boards right now. I try so hard to really be
there for my kids and their kids. Right There's so
many lessons that could be learned for grandchildren from their grandparents.
I'm a big believer in that. Huge yeah, being so involved.
(24:04):
It was funny. My fifteen year old grandson said, oh,
you know, I'm so sorry I didn't call you back.
But I've got three different, multiple chats going on at
the same time for sports for this, and I stopped.
I said, Jase, I want you to know that I
have three different chats going on. Ones for my speaker series, sure,
one is for my Google group for venture capital for women,
(24:27):
and one is work. So I get it. I get
why you've got too much he said, you do. He
was amazed.
Speaker 1 (24:33):
I understand, and that's a great connection.
Speaker 4 (24:35):
So all of that moving forward and giving back, I
try to get back and in very succinct ways, because
you have to manage yourself and your time as well.
So time with my husband I am remarried, time for
sports to stay in shape, sure, and time for just enjoyment,
you know, and then giving back to So I.
Speaker 3 (24:56):
Asked all my guests as we kind of start winding down,
but how does Barbara want her dash? Remember that little
line in between your incarnation date and your expiration date,
your life date and your death date, how do you
want your dash from?
Speaker 4 (25:09):
I just really want it to say that I made
a huge difference in this world. My husband would tell
you that. It would say I'm the kindest person that
ever walked into this because I heard him tell my
daughter that recently. But either one I'm fine with. But
(25:30):
I want to always be count honorable. I want to
be honest and blunt. I am blunt, but in a
good way, and I like that back. I like it back.
I don't want any fake stuff. I don't like that
I try to run from it.
Speaker 1 (25:47):
I have to.
Speaker 4 (25:47):
I'm trying to get to be a better judge of it,
even just to run from it because I don't like it.
It's not what I know, and so it feels uncomfortable.
Speaker 1 (25:56):
I love it.
Speaker 3 (25:56):
Just see, I see you like planting trees, You're never
going to sit in the shade of And those are
the kind of people that I like to align with.
Right and again, we talked off Mike about new things
for the intention and not the attention, like look at me.
You know you're out there, you're helping and leaning into people.
So so wrap things up.
Speaker 1 (26:10):
The floors yours for the next minute or so, like
can you tell us how to find you?
Speaker 4 (26:13):
Sure? So. I still am the vice first vice president
Valley Bank, handling business development in Southeast region. Thank you.
My office is in Palm Beach and on the side,
I do do consulting for business development plans or any
type of nonprofit strategy and audits, as well as a
(26:37):
capital campaign plan, which is really where my real expertise was.
The venture capital piece that I'm still involved with. I've
been in eight years with one hundred twenty very active
women that are amazing all across the world. We meet
four times a year. I'll be doing that event on
January twenty third in West Palm Beach.
Speaker 1 (26:57):
Wow.
Speaker 4 (26:58):
Yeah, so that's exciting. It's an old a strategy event
and really not just venture the way we all think
of it, but also venture. How do you take your
next step to your next chapter in your career?
Speaker 1 (27:09):
Gotcha? Is there a phone number that you can kind
of reach out to you and grab you?
Speaker 4 (27:13):
Yeah? Sure, My my cell is five six one two
one five o five nine two. Texting me is the
best way to get me excellent because I'm usually working,
and then my my website yep, BMG in all that
insulting solutions right and email always go. So I would
appreciate anybody who's interested in in hiring me for anything.
(27:36):
I want to hear what you're doing, and will you
know I don't take all of the people that want
to work with me, but if it's a right fit,
I would love to help.
Speaker 3 (27:44):
Love it and squad again five six one two one
five oh five nine two five six one two one
five oh five ninety two or Barbara at BMG Consulting
Solutions dot com. Again, Barbara at Bmgconsulting Solutions dot com.
Thank you to my producer, Brian Mouth, thank you Kirsten
for bringing barbarat in.
Speaker 1 (28:01):
Thank you, w J and O. Everybody out there have
a great income level up
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