Ambeka Khadse is the Founder of Flourish Compass, which offers wellness-centered leadership programs that integrate self-management with core leadership skills to drive organizational success.

Key points:

• Ambeka has over 15 years of talent development experience within Fortune 50 companies, AND nearly two decades in wellness as a yoga practitioner and teacher.
• Her experience differentiates her from her competition by providing a unified focus on leadership elevation as well as self-management to ensure that individuals are equipped to manage all aspects of their daily lives.
• Ambeka’s Prime to Prosper Program is a new workforce readiness virtual program she pioneered. The Program walks participants through key skills to embrace and implement starting from Day One of their employment.

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The Sea Captain Way for Financial Advisors

Claire Myers Vitale spent more than a decade as a recruiter at a Fortune 100 Firm before she put on her entrepreneur hat and began her own firm: Claire Myers Consulting, a boutique recruiting firm headquartered in Sonoma, California. It operates nationwide, placing candidates across a variety of sectors, from Financial Services, Technology to Wine Production. Claire has a real appreciation for connecting remarkable talent with organizations that recognize and cherish their unique skills.

Key points:

• Claire’s mission is simple: help you discover your needs, find top-notch talent, and implement innovative strategies to attract and secure your dream candidates.
• "If I can successfully recruit top people to take the risk of starting a business, I could certainly find the best candidates for less entrepreneurial roles,” Claire has said of why she chose to open her own business.
• Claire talks about some of the challenges she’s faced as being the leader of her own firm.

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The Sea Captain Way for Financial Advisors

Christian Muntean has a rich background in business strategy and leadership and is the author of Train to Lead and the founder of Vantage Consulting. He has guided leaders and organizations through significant transformations toward growth and efficiency. His deep understanding of leadership and organizational dynamics comes from extensive experience in international disaster relief and community development, across more than 40 countries.

Key points:

• Roughly two-thirds of all leadership successions fail and that most leaders don’t become leaders because of their leadership knowledge or skill.
• You also have said that most people who hire leaders aren’t even sure how to evaluate whether a leader really knows how to lead.
• Christian’s expertise spans transforming leadership identity, applying athletic principles to leadership, building resilience, fostering high-performance teams, and systematic leadership development for sustained success.

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The Sea Captain Way for Financial Advisors

KState’s Senior Associate Athletics Director for Development, Rob Heil, is our latest guest on the Sea Captain Leadership podcast. Rob grew up in the Kansas City area and went to KState for his undergraduate and graduate degrees. He’s back where it all began.

Key points:

• Rob started your career at KState as an Athletics Marketing intern and as a Basketball Team Manager, doing tasks such as recording games and washing jerseys.
• His position in marketing and development at the University of Texas at Austin challenged him so he was prepared for a development position when he returned to KState in 2017.
• Rob talks about how he missed working in athletics, how his identity was tied to college athletics, and how it is to be back where it all began.
• He has four team values that are non-negotiable and talks about those in the podcast.

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The Sea Captain Way for Financial Advisors

Thomas is a Business Development Manager at Supporting Strategies. He is a seasoned financial industry professional with over 30 years of experience in business development. His background includes 21 years in retail banking and 17 years in management roles. Thomas builds trust-based relationships with his clients that drive business growth.

Key points:

• Supporting Strategies provides outsourced virtual bookkeeping, accounting and operational support services.
• He is on the Leadership Advisory Council for E-for-All/EparaTodos of Merrimack Valley near his home in Newton, NH. The non-profit supports early-stage entrepreneurs in under-served communities with a 12-week accelerator program to teach them how to run their businesses.
• Thomas is involved in the Pheonix Swords, and does performances that include historical martial-like stage combat and fire.

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ThomasHoward@SupportingStrategies.com

781-424-2204

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The Sea Captain Way for Financial Advisors

Sarah Carlan is the latest guest on the Sea Captain Way. Sarah is a therapist, leadership coach and career satisfaction mentor who helps her clients rediscover an internal sense of power that cannot be shaken by external events. She holds coaching certifications from Brown University School of Professional Studies and International Coaching Federation.

Key points:

• Sarah talks about her coaching and group facilitation for purpose-driven people and organizations.
• The three discuss boundary setting, defining value and finding more ease at work.
• Sarah offers insights and guidance to understanding your values and how they can help measure the metrics of success.

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The Sea Captain Way for Financial Advisors

Internationally recognized business speaker and stroke survivor Roderick Jefferson is our latest guest on the The Sea Captain Way. He has shared his dynamic voice at a variety of events including keynotes, guest lectures, webinars, podcasts, and domain expertise panels for companies such as American Express, Oracle, Cisco, LinkedIn, Salesforce, SAP, Uber and Zoom. He is also the author of the Amazon #1 Bestselling book, Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence.

Key points:

• One of Jefferson’s keynote speaking topics is titled “The 2% Mentality,” and it’s about overcoming life’s obstacles. Jefferson talks about how he overcame a near-fatal stroke and made a full recovery.
• As part of Jefferson’s sales enablement coaching and training, he helps his clients convert prospects into customers. This involves breaking down the complexity of the buying and selling process through scalable, measurable and repeatable practices.
• Inconsistent execution can doom even the strongest sales initiatives and strategies.
• Jefferson is an acknowledged thought leader in the sales enablement space. He wrote a book that was an Amazon #1 Bestseller titled “Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence.”

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The Sea Captain Way for Financial Advisors

Tom Schin is the Owner of Build a Better Culture, which helps clients with employee engagement, leadership development, company culture, people strategy and recruiting through one-on-one training or group workshops.

Key points:

• Build a Better Culture conducts Culture Audits.
• Tom call himself an “Engagement Engineer.”
• Strong leaders help drive higher employee engagement, increase productivity and foster a better and more inclusive workplace culture.

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The Sea Captain Way for Financial Advisors