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Sameer Somal Podcasts

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NexGen Perspectives -- FPA BE: Seattle 2014 submission Today, the field of Financial Planning finds itself at a key inflection point, when our country needs us the most. It is incumbent upon us to lead progress. Sustainable Career Development programs engage, inspire and empower tomorrow's leaders. This presentation offers meaningful context on industry trends and opportunities to support the pursuit of the highest degree of integrity and stewardship.
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Connections are the key to a successful and thriving life. Each week join Rich Woo as he interviews top industry performers as they share about how relationships and connections have contributed to their success in their careers and their joy in life. Whether you are looking for success in your personal life, professional life, or to learn how to come alive in your life, this podcast is for you.
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show series
 
In this episode, Rich and Sameer Somal discuss: How visibility can unlock opportunity and impact your reputation The power of storytelling in building trust and human connection Lessons from Sameer’s early challenges and personal evolution The role of emotional intelligence in leadership and business Strategies for protecting and repairing your onl…
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In this episode, Rich and Jeff Fenster discuss: How his grandfather's tough love shaped his entrepreneurial mindset The importance of building genuine, deep relationships Why emotional intelligence trumps victimhood mentality Overcoming challenges through loyalty and honest communication How meaningful connections drive personal and professional su…
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In this episode, Rich and Kevin Barnicle discuss: How marriage counseling and therapy reshaped his life and leadership The importance of mental health conversations, especially among entrepreneurs Why proactive relationship habits matter for friendships and family Lessons learned from failed partnerships and trusting too easily Creating community a…
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In this episode, Rich and Whitney Hill discuss: How learning to stay quiet helped her earn respect in a male-dominated industry The moment she realized operations would be the key to scaling her business Why radical transparency creates team alignment and long-term trust Lessons from transitioning into construction without a background in the field…
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In this episode, Rich and John Richards discuss: The influence of mentorship on his entrepreneurial journey How radical candor transformed his approach to leadership Balancing work, family, and personal fulfillment as an entrepreneur The power of networking and negotiation in building strong relationships The mindset shift from short-term sacrifice…
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In this episode, Rich and Adeel Yang discuss: How parental influence shaped his entrepreneurial mindset The importance of surrounding yourself with the right people Why emotional intelligence matters more than academic success Overcoming self-doubt and finding purpose through action How deep friendships and meaningful connections drive success Key …
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In this episode, Rich and Brigham Dallas discuss: How Hello Sugar became one of the fastest-growing beauty franchises in the U.S. The hiring strategies that ensure franchise success The role of data and predictive analytics in business decisions The power of building a brand around customer comfort Lessons in leadership, relationships, and structur…
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In this episode, Rich and Scott Abbott discuss: The unexpected mentorship that transformed his business journey The balance between ambition, leadership, and personal relationships Why intentionality is key in both family and business life How franchising can create value for entrepreneurs at scale The importance of perseverance and long-term visio…
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In this episode, Rich and Kelley Thornton discuss: The influence of Kelley’s mother on his entrepreneurial journey The importance of intentionality in maintaining relationships How small gestures, like daily communication, build lifelong connections The challenges of balancing ambition, family, and friendships His evolving perspective on success, h…
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In this episode, Rich and Jake Hutt discuss: How mentorship played a pivotal role in his journey from hockey to golf The importance of embracing failure and learning through repetition How combining golf and music set him apart in content creation The process of skill acquisition and constantly refining new abilities Why relationships and generosit…
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In this episode, Rich and Andrew Jernigan discuss: The impact of global experiences on personal and professional growth How mentorship and deep connections shape the course of a life The role of intentionality in fostering meaningful relationships Balancing career ambitions with the importance of being present The value of slowing down and eliminat…
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In this episode, Rich and Eric Broad discuss: The pivotal influence of mentorship and personal relationships on career choices Transitioning from Big Law to founding a boutique legal firm How fear can be a barrier to growth and the mindset needed to overcome it The role of personal loss in shaping perspective and priorities The importance of intent…
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In this episode, Rich and Bill Wilson discuss: Bill's early career journey and the pivotal mentorship that shaped his path The importance of communication and emotional intelligence in the workplace Lessons from navigating career growth and leadership roles Overcoming fears in relationships and embracing diverse perspectives Balancing future planni…
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In this episode, Rich and Todd Zive discuss: Todd's early life and the impact of his father's tragic murder Lessons learned from his mother’s example of strength and perseverance The power of mentorship and transformational relationships in navigating challenges Using community and service as a pathway to healing and purpose Embracing adversity as …
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In this episode, Rich and Kristy Nittskoff discuss: How a CEO’s mentorship shaped her early career and leadership style The challenges and joys of balancing personal and professional relationships Why trust and transparency are crucial in HR and leadership The importance of embracing failure and learning from setbacks How intentionality helps maint…
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In this episode, Rich and Mahesh Guruswamy discuss: How his wife’s advice became a pivotal moment in his career at Amazon Lessons learned from building and rebuilding relationships in new environments The importance of empathy, apologies, and honest conversations in leadership The power of small gestures, like waving to neighbors or checking in wit…
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In this episode, Rich and Emily Harburg discuss: The importance of presence and mutual vulnerability in relationships Lessons learned from mentors and intergenerational friendships Using intentionality to nurture meaningful connections over time How technology can help foster workplace relationships and community Balancing global and local connecti…
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In this episode, Rich and Raj Vable discuss: The mentor who inspired him to take the leap into entrepreneurship His journey from engineering to launching Young Mountain Tea How partnerships with Himalayan farmers are transforming the tea industry The value of relationships and connection in creating meaningful work Navigating challenges and staying…
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In this episode, Rich and Jason Haddock discuss: How becoming a father profoundly transformed his perspective on life The importance of joyful memories and pursuing passion over profit Lessons learned from building and rebuilding company cultures Navigating the complexities of systems and problems with curiosity The courage to step outside your com…
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In this episode, Rich and Lisa Thee discuss: Harnessing AI and technology to disrupt human trafficking Leading with a service mindset to create lasting relationships Navigating personal health challenges and their professional impact The importance of male allies in supporting women entrepreneurs Documenting career transformations to help others re…
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In this episode, Rich and Drew Sechrist discuss: How mentorship and relationships shaped his journey at Salesforce Leveraging warm introductions and networks for success Overcoming the fear of failure and turning it into motivation Transparency and its importance in building trust and credibility The genesis and vision behind Connect the Dots Key T…
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In this episode, Rich and Addison Rex discuss: How mentorship and trust shaped his career in the wine industry Lessons from leading Wine Spies and fostering a collaborative team culture Navigating the complexities of wine gifting and personalized experiences Balancing tradition and innovation in wine production and sales The unique role wine plays …
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In this episode, Rich and Nish Banskota discuss: The unexpected inspiration behind his career in tea Combining business and social impact to create change Challenges of building a transparent tea supply chain Highlighting the unique qualities of Nepali tea on the global stage Creating opportunities for farmers and the next generation in Nepal Key T…
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In this episode, Rich and Mark Wonderlin discuss: How mentorship transformed his career in video production Lessons learned from working with elite entrepreneurs around the world The challenges of finding focus and committing to one path Balancing screen time and quality experiences with family Why authentic connections are key in personal and prof…
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In this episode, Rich and Kendall Wallace discuss: The transformative power of nature in team building Creating meaningful offsite experiences that deepen team bonds Navigating workplace conflicts and building trust Understanding team dynamics and the importance of honest communication The role of mentorship and personal growth in leadership Key Ta…
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In this episode, Rich and Dr. Natanya Wachtel discuss: The impact of behavioral psychology on personal and professional growth How Eastern medicine and the placebo effect transformed her understanding of healing Breaking down gender stereotypes, especially in men’s mental health The power of empathy and vulnerability in leadership Shifting from a w…
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In this episode, Rich and Sandy discuss: Transitioning from a medical career to entrepreneurship The pivotal role of family support in career changes Learning from early mentors and experiences in biotech How to embrace risk and bet on yourself Balancing personal passions with professional success Key Takeaways: Family support can be the cornerston…
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In this episode, Rich and Chris discuss: The impact of family on personal growth Balancing work and family while building a business Developing deep friendships versus casual acquaintances The role of mentors in personal and professional life Building intentional relationships and networks Key Takeaways: Chris reflects on the influence of his fathe…
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In this episode, Rich and Sylvia discuss: The journey of building Rebel for Good and finding purpose The impact of relationships, including marriage, on personal growth Balancing motherhood, work, and self-care Navigating the complexities of entrepreneurship and social impact The importance of therapy and self-love in shaping success Key Takeaways:…
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In this episode, Rich and Kirk discuss: The role of personal connections in professional growth Overcoming the belief that working harder equals success Strategies for reducing work hours while maintaining success How family and values shape personal and business goals Lessons from transitioning from a technical CFO role to business leadership Key …
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In this episode, Rich and Pete discuss: The importance of social connection for mental and physical health How the pandemic shifted our understanding of loneliness Practical ways to build meaningful relationships in everyday life The role of intentionality in fostering connections The crisis of loneliness and how to address it Key Takeaways: Loneli…
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In this episode, Rich and Bill discuss: The journey from Epic and Nordic Consulting to founding Carex Consulting Group Scaling businesses and building strong teams Raising six children and balancing work-life commitments The power of networking and community involvement Lessons learned from early career challenges during the 2008 financial crisis K…
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In this episode, Rich and Sean discuss: The impact of mentors and father figures in shaping young lives Navigating complex family dynamics and building bonds Cultivating intentional friendships and balancing them with family life Understanding the role of emotional bonding in addiction and self-care The importance of closeness in parenting and pers…
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In this episode, Rich and Madeline discuss: Embracing emotions in relationships The life-changing impact of friendships Reevaluating and letting go of friendships Seasonality and intentionality in maintaining relationships Lessons learned from a late father and their influence on essential social journalism Key Takeaways: It's through the tapestry …
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In this episode, Rich and Grant discuss: The impact of family on entrepreneurship Parenting strategies for the modern world Fostering a child’s creativity and independence The value of deep relationships in business and personal life Incorporating meditation and gratitude for mental well-being Key Takeaways: A solid family foundation is instrumenta…
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In this episode, Rich and Karen discuss: Balancing career and family life Promoting mental health through meaningful connections The significance of family dinner routines Flourishing at Work network's mission Tackling loneliness in the digital age Key Takeaways: Acknowledge the strategic role of family and relationships in cultivating both persona…
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In this episode, Rich and Taylor discuss: Combining human, investment, and philanthropic capital Self-actualization in the context of family legacy Multi-generational value creation vs. traditional wealth preservation Overcoming 'four horsemen of destruction' for generational success Philosophies of wealth transfer and responsible asset management …
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In this thought-provoking episode, Rich Woo sits down with Chris Tatge, a former carpenter turned successful businessman, to delve into the intricacies of the construction industry and the value of relationships and craftsmanship in the business world. They explore a range of topics including: Strategic growth in the construction industry Sustainab…
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In our latest episode, we experience a unique role reversal as Andrew Peters takes the reins to interview Rich in a heartfelt exploration of a topic that touches all of our lives – the profound importance of connections and relationships for success. In this episode, Rich and Andrew discuss: The integral role of connections and relationships in ach…
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In this episode, Rich and Freek discuss: The value of self-reflection for a fulfilling life Active listening's role in deepening relationships How to give and receive truthful feedback effectively The dynamics of modern friendships and vulnerability Personal growth through travel and structured self-discovery Key Takeaways: Self-reflection, instill…
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In this episode, Rich and Andrew discuss: The crucial role of relationships and connections in success Impact of family legacy and ancestor stories on personal identity Using a tattoo as a metaphor for teaching children about values The art of intentional parenting and raising future adults Balancing career success with familial relationships Key T…
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In this episode, Rich and Dr. Julie discuss: Dr. Julie’s background and the wraparound model's emphasis on family needs Addressing mental health misconceptions and advocating for diverse wellness approaches Balancing the challenges of modern mental wellness with Eastern and Western techniques The crucial role of social connections and communication…
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In this episode, Rich and Megan discuss: The influence of Megan's family history on her values Megan's recounting of her grandfather's migrations The balancing act that startup founders face The significance of overcommunication for new CEOs and the art of relationship-building in professional networks The power of intentionality in forming relatio…
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In this episode, Rich and Heather discuss: The transformative power of adopting a child with Down syndrome on personal perceptions of disability Confronting societal ableism and the emotional journey of proving a child's worth Rejecting the pursuit of ease in favor of embracing challenges for personal growth and human connection Heather's unexpecte…
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In this episode, Rich and Gary discuss: Combining relationship marketing with neuroscience for business success Coaching and investing in personal and professional relationships Reflections on the significant impact of parental influence and communication Building and nurturing long-term relationships beyond transactions Overcoming personal challen…
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In this episode, we dive deep into: Reframing perceptions of death to enrich life perspectives The impact of personal loss and the broader meaning of different forms of death, like relationship endings Healing from grief through journaling and rituals Embracing life's brevity, being present in relationships, and accepting life's unpredictability Ov…
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In this episode, we dive deep into: Building and selling a successful fashion tech startup Applying business principles to improve family life Creating systems to manage a large family and encourage togetherness Balancing family life with the demands of running a tech company The importance of inclusivity, community, and genuine connections Key Tak…
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In this episode, we dive deep into: The science and benefits of goal setting for employees The impact of empowering parenting on personal growth and autonomy The importance of rest and mindfulness in a fast-paced culture Creating lasting habits through consistency, accountability, and purpose Understanding one's identity and the reasons behind thei…
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In this episode, we dive deep into: Lessons from a 30-year career as an environmental lawyer The impact of family and upbringing on personal and professional development Building an all-female law firm focused on growth and support Effective parenting strategies for raising confident individuals The importance of continuous learning and growth in l…
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In this episode, we dive deep into: Making healthcare more affordable, building communities, and fostering meaningful friendships The importance of creating recurring structures to maintain relationships, taking the initiative to start and moderate clubs or groups, and investing time in friendships that align with your values Balancing individual f…
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