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Norman Kallen Podcasts

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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/
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Open for Business

Stuart Brown and Norman Kallen

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Running a business and maintaining smooth-sailing operations is no small feat. Aside from the many moving parts to oversee, you must also deal with its direct impact on your daily life and relationships. If you find that running your business is running your life rather than enabling a more successful and joyful life, this podcast has everything you need to become a better informed and more content business owner. Welcome to Open For Business, the show offering insights and practical tips fo ...
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Welcome to Open For Business, the podcast exploring the unique challenges faced by business owners today – and how to effectively address them. Join business lawyers Stuart Brown and Norman Kallen as they break down crucial topics about business management, market trends, retirement, work-life balance, and more. Hear valuable words of wisdom from e…
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Private equity is an intricate but also rewarding venture – if you just know how to play your cards right. Adam Coffey has been guiding people in learning and mastering the ropes of private equity so they can grow their wealth and secure profitable opportunities. In this conversation with Norman Kallen and Stuart Brown, he details how he became a b…
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Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff shares how his “fractional legal team” model gives startups and small businesses access to high-level legal expertise at a fraction of traditional costs — …
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The public’s awareness about their role in building a better future has been waning. More and more people are forgetting their civic duty to do something for the greater good despite not wielding political power. Norman Kallen and Stuart Brown sit down with Colonel Jack Jacobs, a Medal of Honor recipient for his service in the Vietnam War, who disc…
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One of the biggest challenges business leaders face in this modern era is managing multi-generational teams. Bridging the generational gaps is easier said than done, since the Baby Boomers, Generation X, Millennials, and Generation Alpha have their own passions, interests, and needs. Norman Kallen and Stuart Brown explore how to make this work with…
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Managing a business is challenging in itself, but did you ever wonder what running several businesses at the same time looks like? Norman Kallen and Stuart Brown learn exactly that with Multi-business owner Bobby Mascia. In this insightful conversation, he shares his experiences and takeaways as the CEO of Green Ridge Wealth Planning (GRWP) and Mas…
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In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and cancer drugs to robotic surgery and genetic therapies. Sean explains why the healthcare sector remains unde…
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Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and print to the lightning-fast, AI-driven media landscape we live in today. Eric shares how storytelling, digital tools, and authenticity now define brand vi…
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Elliot Kallen welcomes siblings Jen and Zach Pelka, co-founders of Une Femme Wines, to discuss how they’re reshaping the wine industry with single-serve champagne and canned wines. From Michelin-starred dining to building one of the top canned wine brands in the U.S., the Pelkas share what it takes to innovate in a declining market.…
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In this episode of Meet the Expert, Elliot Kallen speaks with John Addison, former co-CEO of Primerica and author of Turn Your Fear Into Fuel. John shares his journey from small-town Georgia to leading a Fortune 1000 company, and the lessons he learned about courage, fear, and leadership along the way. The discussion covers how entrepreneurs can fa…
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In this episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQ Mind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceutical…
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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 a…
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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 …
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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 system…
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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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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 …
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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 th…
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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 pr…
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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 …
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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 facin…
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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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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 …
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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 followin…
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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 …
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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 reta…
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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 min…
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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 busines…
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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 …
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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…
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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 a…
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Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. In this episode, we explore the surprising applications of the oil, gas, carbon, and steel recovered from recycled tires. From industrial uses to consu…
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Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and investment opportunities, discover actionable insights for navigating today's financial landscape.By Elliot Kallen
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In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy ingredients led him to create a successful brand that stands out in a market dominated by global giants. Learn about the challenges and triumphs of build…
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Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platform. Learn how businesses of all sizes can benefit from advanced inventory forecasting, optimization, and automation.…
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Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their ex…
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Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers …
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Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more.…
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To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline pro…
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Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business…
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Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do m…
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Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment s…
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Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen! In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax im…
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Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this …
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Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen! Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X E…
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Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen! Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership through the lens of experience and wisdom. Cathy shares …
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Welcome to Season 3, Episode 11 of Meet the Expert® with Elliot Kallen! When business owners go into business, it's easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. They went into business to do what they loved, and things like cash flow aren't necessarily first on their minds. In this episod…
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