Gamechangers with John Keavey is a podcast where we have intimate discussions with top leaders and influencers in the Investment Management industry. We are interested in discussing our guests career progression with the tough lessons learned and the triumphs along the way.
A life of Service and Advocacy, a conversation with David Crenshaw, US Army (R)
US Army veteran David Crenshaw shares his journey from combat to recovery, advocating for fellow veterans and their families through his service and advocacy work.
23 Mar 2024
"A Blueprint for Career Networking Success, a conversation with Nathan Perez"
"A Blueprint for Career Networking Success, a conversation with Nathan Perez"
Early Career: Nathan's professional acting career and the indispensable role of networking.
Inspiration to write the book: Nathan's later career trajectory in Executive Search and the genesis of the "20 Minute Networking Meeting" book series.
Target Audience Development: Tailoring the book's content to cater to diverse reader demographics.
Definition of Networking: Clarifying the essence of networking and dispelling common misconceptions.
Challenges of Online Job Applications: Addressing the realities and limitations of online job application processes.
Insights from Networking Meetings: Firsthand experiences with networking meetings and the need for improvement
Preparation for Success: Emphasizing the significance of thorough preparation in achieving networking objectives.
Five Steps to Effective Networking Meetings: Outlining the structured approach to conducting successful networking interactions.
Agenda Setting: Highlighting the importance of setting clear agendas for productive networking engagements.
Time Efficiency: Explaining the rationale behind the choice of a 20-minute networking framework.
Follow-Up and Relationship Building: Emphasizing the criticality of post-meeting follow-up and fostering enduring relationships.
Building Advocates: Strategies for cultivating advocates within one's professional network.
Reciprocity in Networking: Guidelines for fostering mutually beneficial relationships through reciprocal networking practices.
Networking is for everyone: How introverts can network successfully.
4 Feb 2024
From Investment Writing to C-Suite, a conversation with Kristen Capuano
"From Investment Writing to C-Suite", a conversation with Kristen Capuano
• Kristen’s early experience growing up in Rhode Island as the daughter of a small business owner & entrepreneur
• Getting introduced to marketing and product management by a college advisor
• Marketing as more than just creative ideas and design
• Why the choice to work in the industry and starting out as an investment writer
• The value of building active listening skills
• Resist complaining and be part of the solution
• Focus on making the client’s experience better
• Joining a established but growing firm in Van Eck during early days of the ETF business
• Seizing the chance to help establish and build the European business for Van Eck
• Building leadership experience within the Product Management function
• Taking on the challenge of the Chief Marketing Officer role
• The unique blend of product management and marketing at Van Eck
• Working closely with a very involved CEO
• The evolution of marketing in investment management as a key component for success
• Learning to trust your team members and deferring to them when they know more
11 Dec 2023
The Art and Science of Leadership: A Conversation with Dr. Eric Downing
In this episode I interview Dr. Eric Downing who is a top consultant on leadership and development of top performing cultures through his company Proven Paradigm Consulting. Previously Eric had a lengthy and distinguished career in sales leadership within Investment Management.
Episode 12: The art and science of Leadership, a conversation with Dr. Eric Downing.
In this episode we discuss:
• Joining the Army right out of high school and developing a passion for flying
• Life and leadership lessons from the military experience
• Finding his way into financial services through a financial advisor position
• Discovering managed accounts and growing his advisory business
• Learning valuable lessons about how to care for clients on an individual level
• Importance of empathy and emotional intelligence for salespeople
• How supervision, management, coaching and leadership are interrelated but different
• Leading people based on how they prefer to be interacted with
• How the role of the wholesaler has evolved over the years
• Understanding your team’s motivations in order to be a better leader
• Deciding to pursue a Doctorate in Leadership at age 53
• How to build an elite performance culture
• The importance of trust as a component of elite team cultures
• How assessments can be useful tools to identify potential growth areas
• Eric’s passion for flying and work to support veterans
Episode Contributor information:
Dr. Eric Downing: https://www.linkedin.com/in/eric-downing/ (https://www.linkedin.com/in/eric-downing/)
https://provenparadigm.com/ (https://provenparadigm.com/)
John Keavey: https://www.linkedin.com/in/johnkeavey/ (https://www.linkedin.com/in/johnkeavey/)
https://careerconnections.us/ (https://careerconnections.us/)
19 Oct 2023
A Career in Full: John McCombe on taking career risks, leadership, mentorship and giving back
John and I discuss the progression of his career from breaking into financial services in accounting through leading high performing sales organizations. We explore his early family life and how that shaped him, his career and how he discovered what he was good at and enjoyed, how he hires and leads and how he mentors and gives back.
22 Sept 2023
Effective Leadership and the Power of Personal Branding: A Conversation with Brett Wright
Brett and I discuss the progression of his career in Investment Management from starting out as a field wholesaler, climbing the ranks of sales management to ultimately leading distribution for a global asset manager and currently a fast growing alternatives manager . We explore his early influences, athletic career as a Penn State football player, how he discovered his calling in financial services and his thoughts on effective leadership and career development.
7 Sept 2023
Diversity Driven: A Journey with Marlōn Hall and AWD
Episode 9:
The Genesis of AWD: Discover how the idea for forming the Association for Wholesaling Diversity (AWD) came into being.
Community for Black Wholesalers: Explore the significance of a supportive community for Black wholesalers and why it's essential.
AWD Membership Landscape: Gain insights into the membership structure and composition of AWD.
Addressing Racism in Wholesaling: Marlōn discusses some of the the experiences of racism he’s encountered in the field of wholesaling.
Excellence as a Necessity: Understand why Black wholesalers often need to excel exceptionally to succeed in the industry.
Career Advancement and Skill Enhancement: Learn about the key objectives of AWD in terms of advancing careers and improving skills.
Wholesaler Development Program: Explore AWD's initiative to bring young college graduates into the wholesaling profession.
Support from Investment Firms: Delve into ways in which investment firms can actively support AWD's endeavors.
Episode Contributor Bios:
Marlōn Hall: https://www.linkedin.com/in/marlonehall/ ; https://www.diversityinwholesaling.com/
John Keavey: https://www.linkedin.com/in/johnkeavey/
18 Aug 2023
Always focused on the outcome: A conversation with Marlōn Hall (Part 1)
Episode 8: Always focused on the outcome: A conversation with Marlōn Hall. In this episode we discuss:
Marlōn’s early life experience growing up on Chicago’s South Side
A move out West seeking a new life and environment
Early career paths including carpentry and as a business owner
Turning a racist experience into a drive to complete a college degree
Studying psychology and early sales related experiences
Getting started in finance within banking and finding his first professional mentor
Finding wholesaling as a path to a new career
How to find a mentor and how to be a good mentee
Learning the craft of wholesaling
Discovering the power of public speaking
Episode Contributor Bios:
Marlōn Hall: https://www.linkedin.com/in/marlonehall/ ; https://www.diversityinwholesaling.com/
John Keavey: https://www.linkedin.com/in/johnkeavey/
9 Jul 2023
Leading with a passion for the business: A conversation with Michael Natate
Episode 7: Leading with a passion for the business: A conversation with Michael Natate
In this episode we discuss the following topics:
Michael's early family influences teaching him the importance of financial awareness
What experiences in golf taught him about the importance of drive and competitiveness
Why athletes often make great salespeople
Breaking into investment management and the importance of finding mentors
Going from peer to manager and how to navigate that
Dealing with a period of unemployment
Importance of choosing to work with great leaders
Gauging passion for the business among sales candidates
Making a big leap from sales desk manager to Head of Distribution
Understanding "the house you live in"
The importance of professional patience with those that work for you
The ETF industry and what Michael sees coming in the future
Episode contributer bios:
https://www.linkedin.com/in/johnkeavey/
https://www.linkedin.com/in/paul-michael-natale-jr-mba-5142b6a/
4 May 2023
Effective internal wholesaler leadership: A conversation with Ryan Cullen & Mark Totten
Episode 6: Effective Internal Wholesaler leadership: A conversation with Mark Totten & Ryan Cullen
In this episode we discuss the following topics:
Ryan and Mark’s paths to their current roles as sales desk leaders and why they do what they do
Recruiting for internal wholesalers
What they look for in candidates looking to join their teams
How they evaluate candidates throughout the interview process
Importance of post interview follow up
Common failures of candidates that don’t get the job
How to effectively onboard and train new hires to their teams
Ongoing coaching to develop top performers
How an internal can make an impact early in their tenure
Critical functions that internals fulfill in modern wholesaling
Differences in channel/advisor type that may impact your sales approach
How to effectively sell alternatives vs. conventional products
What can an internal do to cultivate a strong relationship with their external
What the best do well….what to emulate
Episode contributer bios:
https://www.linkedin.com/in/johnkeavey/
https://www.linkedin.com/in/mark-w-totten-6719685/
https://www.linkedin.com/in/ryan-cullen-29610b7/
3 Apr 2023
Never Stop Learning: A conversation with Wayne Ewan
Wayne and I discuss the following topics:
Growing up in Brooklyn, attending college and learning an early financial lesson through tragedy
Finding financial success but lacking fulfillment in trading
Making a big pivot in becoming a NYC school teacher
How being a teacher helped him build valuable skills while making an impact on his students
Embracing the entrepreneurial aspects of financial advisory work and early entrepreneurial work in his college years
How his background as a teacher was an asset as an advisor
Early lessons learned as a wholesaler
Taking a consultative approach in sales
How selling to RIAs is different than broker dealer advisors
The challenges and advantages of the wholesaler lifestyle
Advice for those considering a career in wholesaling
Diversity challenges in the financial services industry
Giving back
www.diversityinwholesaling.com
www.ewanfoundation.org
8 Mar 2023
Building a career with positive social impact: A conversation with SIbil Sebastian Patri
Sibil and I discuss the following topics:
Early influences and growing up as a 1st generation American
Sibil's college experiences, learning from mistakes and finding her calling in Finance
How a chance interaction orchestrated by her father leads to her first job in the industry
Finding her footing in the industry and acquiring the CFA Charter & CAIA designation
Struggling with and emerging from a period of unemployment
Getting comfortable with raising one's profile in the industry
Becoming a podcast host
Taking opportunities to give back and to help make the industry more welcoming for people of diverse backrgounds
10 Feb 2023
"Management is a Calling", a conversation with Marie Dzanis
Episode Notes
Marie and I discuss the following topics:
Creating your own career opportunity
Taking initiative and proving yourself
Why management is a calling
Write your own obituary
Evaluating career opportunities carefully
How to hire great people
Why diversity wins
Contact Marie Dzanis:
https://www.linkedin.com/in/marie-dzanis-cima%C2%AE-6b13414/
Contact John Keavey:
https://www.linkedin.com/in/johnkeavey/
jkeavey@careerconnections.us
25 Jan 2023
From Baseball to ETFs, a conversation with John Swolfs
John and I discuss the following topics:
The process of determining what you like and want to do
How the willingness to try new and different career experiences can benefit you
Taking something from each work experience along the way
Early days of the ETF Industry
Silver linings of a layoff
Stepping out of Investment Management to serve the industry differently
Creating your own job
Taking the leap to move overseas
An in-person business adjusts to the pandemic
Starting an entreprenurial venture
Rethinking how in-person events should be done
Contact John Swolfs:
john@advisorcircle.com
https://futureproof.advisorcircle.com
https://www.linkedin.com/in/john-swolfs-272b1142/
17 Jan 2023
How to navigate a major career pivot: A conversation with Adrienne Grace
Adrienne and I discuss the following topics:
Learning how to be a salesperson
Navigating a male-dominated industry
How to secure a mentor
Realizing you don't want what you think you did
The benefits of engaging with a personal coach
Taking the leap to pursue a passion
What is mindest and how to change it
Creating a positive mindset and overcoming fears
Contact Adrienne Grace:
Free Gift - 7 Mindset Traits of the Most Successful Advisors :www.FreeGiftFromGrace.com
www.Adrienne-Grace.com
https://www.linkedin.com/in/adrienne-grace/
https://www.instagram.com/gracefully_adrienne/
https://www.youtube.com/channel/UC8c1Jys5oJFAYNk9WiTUIYA
Contact John Keavey:
https://www.linkedin.com/in/johnkeavey/
jkeavey@careerconnections.us
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
7 ratings
Spotify
5.0 / 5
3 ratings
Podcast Authority Score: 19 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
17
Social presence
0
YouTube
0
Engagement
51
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