Wine and Dime episode 53 - Buyer Beware with Heather Townsend
Hey Wine and Dime listeners, welcome to episode 53. In this episode I chat with Heather Townsend. Heather is a CFP and owner of Townsend Financial. Heather and I share a passion of financial education. As you hear in this episode, we feel that there is a real need for people to more educated in financial planning sector. I hope you enjoy the conversation as much as I enjoyed talking to her. So pop open a bottle of your favorite Malbec and enjoy the episode!
Hi, I’m Heather Townsend
CFP® & CPA
A love of numbers has been with me since I was a teenager. In high school, my dad actually found an envelope of cash hidden in my room and uncovered that I wasn't spending my allowance (sorry, dad). I was saving it! Along with the money, he found a note where I had calculated exactly how much I needed to save for my dream car, a BMW (admittedly, I still have a thing for cars!)
As I began my career helping companies become wealthier, I noticed that a lot of my friends were coming to me for financial advice. I would get so consumed with helping them accomplish their financial goals and I saw the difference it made in their lives that that's when I knew my new life’s mission. And from there, I launched Townsend Financial to help women like you.
HEATHER HAS TAKEN A FIDUCIARY OATH TO ALWAYS ACT IN THE CLIENT'S BEST INTEREST.
Heather graduated from Arizona State University, W.P. Carey School of Business, with a BS in Accountancy. She then worked in the San Francisco and NYC offices of a global accounting firm, advising high net-worth individuals and Fortune 500 companies. In London, she served as Financial Director for a top-end property development firm, counseling owners on the best ways to use profits. She is both a Certified Financial Planner™ and CPA (Certified Public Accountant). Townsend Financial is a member of NAPFA and XY Planning Network.
Fulkerson Winery
THE WINEMAKER’S WINERY
We used to be a simple farm, growing raspberries & grapes. Then, we took it a step further; we acquired Jensen Juice and began to offer fresh grape juice to home winemakers. Before we knew it, our passion grew into the Fulkerson Winery you know & love today. We believe progression is natural, and we are proud to have become the winemaker’s winery.
LEMBERGER (BLAUFRANKISCH)
Lemberger is officially classified under the name “Blauer Limberger,” this red grape variety also goes by the synonyms “Lemberger” and “Blaufränkisch.” The late-ripening Lemberger probably originated in vineyards on the lower stretches of the Danube River. The grape was documented in Austria in the second half of the 18th century and is cultivated there to this day (as Blaufränkisch) in Burgenland and near Vienna.
This wine has a brilliant color, is full bodied fruit and aroma, and has been aged in oak for 6 months.
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 52 - Life Coach Pledge with Lisa Rustici
In this episode of Wine and Dime, I speak with someone who truly inspires me. Lisa Rustici is a Life Coach, a teacher, a mentor, and so much more. Her “Pledge” is something I often turn to when I need a little pick me up. During the chat, you will all see just how inspiring she is. So sit in back, pop open bottle of your favorite wine and enjoy the show!
Lisa Rustici
Lisa Rustici is a certified Life Coach. Her business is called Love Your Life Coaching because that is exactly what she does- she helps you love your life from the inside out! She happily works with individuals and couples and there is no charge for the first session. She also teaches various classes and gives motivational talks on concrete ways to positively enhance your life, starting today!
Call her: 607-742-6212 or find her on FB Love Your Life Coaching with Lisa Rustici
Ventosa Winery
100% ESTATE GROWN WINERY
Our 23 acres of estate vineyards overlooking Seneca Lake consist only of vinifera varietals. Ventosa Vineyards is known for producing quality dry red wines such as our award-winning Cabernet Franc, Cabernet Sauvignon, Pinot Noir and the popular Italian varietal Sangiovese. Ventosa is also one of the few New York State wineries that grow and produce Tocai Friulano, a white Italian varietal. When visiting the winery, you will learn about the specific grapes grown here on the estate.
OLDER VINTAGE RED WINES
While our focus is primarily on dry reds, we are committed to producing wines that are sure to please any tasting profile. Ventosa Vineyards wines are 100% estate grown, produced and bottled. In order to accentuate the quality of our red wines, we ensure that they age in oak 1 to 3 years & at least 1 year in the cellar after being bottled. As a result, you will find some of the oldest vintages of red wines in the Finger Lakes here in our winery.
NUTRIENT-RICH SOIL
The vineyard at Ventosa is supported by a nutrient-rich clay loam soil. All vineyard work is done manually, without the aid of herbicide sprays which can sterilize the soil. Our annual case production is lower, with an average of 4,000 cases a year, because we practice 35-40% fruit thinning before veraison (or the onset of ripening). This practice sacrifices high yields but affords better quality juice as more of each vines’ energy goes into fewer grape clusters. We strive for greater quality rather than mass quantity.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 51 - A Conversation with Brian and Natalie Hanks
Welcome to another episode of Wine and Dime. In this episode I chat with the husband and wife team of Brian and Natalie Hanks. We first met Brian in episode 3 and in this episode I have the pleasure of also interviewing Brians wife, Natalie. They share with us stories of their lives together, their children, and their businesses. It was truly an honor to have them on the show, and I’m sure you will love the conversation as well. So “sip on in” and enjoy the show.
Brian Hanks - Buyer Advocate for Dentists
brian@brianhanks.com
Natalie Hanks - Book Editor
nataliehanksediting@gmail.com
About Brian.
When it comes to the financial side of finding, evaluating and owning a practice, I am your guy.
I’m Brian!
If you landed here and you made it all the way to the page about ME, you probably guessed that I know a thing or two about buying a dental practice. I help A LOT of dentists buy practices and while I’m not arrogant enough to think I know it all, I’ve seen quite a bit and can help you avoid some of the pitfalls.
I am passionate about helping dentists like you get from where you are today to ownership of your own practice. I love helping dentists understand the financial impacts of one of the biggest decisions in their life!
Polar Passport
Valid daily: December 3, 2018 – March 31, 2019
Time: During each winery’s regular tasting room hours. See list below of participating wineries and their hours.
Price: $30.00 plus sales tax, one passport per person. 16 wineries to visit (4 have limited weekday hours)
Passports can be purchased below online and mailed directly to you 3 weeks in advance of your visit. If you are visiting inside of 3 weeks, you should purchased directly at a participating winery. Passports go on sale the first day they are valid, limited quantities are sold and all passport products are non-refundable.
This passport is not intended for large groups. If you are traveling in groups of 8 or more people, additional tasting fees will apply. Visit our Large Group Tours page to learn more about large groups on the Seneca Lake Wine Trail.
Visit the Trail during the best time of year: the off season! The Polar Passport gives residents and visitors alike a convenient and affordable way to enjoy many of the wineries on the Seneca Lake Wine Trail. And while many people enjoy visiting the wineries during the busy summer and autumn season, the winter season is actually the best time to visit when owners, winemakers and vineyard managers are more likely to be in the tasting room.
Passports are an especially great value for regional residents that can readily visit our Trail more than once per season, enabling them to explore the participating wineries across multiple weeks. Normal tasting fees at the wineries ranges from $3-$5 per winery for a standard flight of wine samples. One-time visitors to the region that plan on visiting at least 8 or more wineries will likely also find this product to be a good value. If your plan is to visit fewer than 8 wineries, then it is probably wise to not purchase the passport, and instead pay the incremental tasting fees that are common to most wineries in the region.
Here is how it works: A passport is a simple document that for a set price enables an individual to enjoy a complimentary, standard flight of wines at each of the participating wineries listed in the booklet, one time each. Once you’ve purchased a passport, you can visit any of the participating wineries during their regular business hours, at your leisure. Each winery will stamp the appropriate space in your passport. There are no blackout dates, and they are good during each wineries’ regular business hours; you may visit some wineries one day, come back at a later date and visit a few more!
Our passport products continue to feature a perk that we found to be successful and appreciated by our customers. If you purchase at least one bottle of wine a majority of the participating wineries, make sure the winery stamps that separate designated page in your passport, mail that stamped page back to the Trail office by the due date, and you will receive a complimentary passport of the same kind, for next season! Please review each page in the passport to learn more about the individual participating winery and any specials they may have.
Savory World of Seneca
Kick off the year with Savory World of Seneca, our first official trail-wide event!
Riesling pairs exceptionally well with Asian cuisine. Gewürztraminer complements spice-driven meals like Indian curry. During our Savory World of Seneca, enjoy a self-guided tour around Seneca Lake while exploring the unique – and often delicious – pairings of Seneca Lake wines with foods from an amazing variety of nations and cultures at 24 participating Seneca Lake Wine Trail wineries. Each attendee will enjoy a sample of food served by the winery, paired with 3 modest samples of wine intended to complement that dish best (designated drivers offered a non-alcoholic beverage).
How to Fail at Almost Everything and Still Win Big: Kind of the Story of My Life - Scott Adams
Scott Adams has likely failed at more things than anyone you’ve ever met or anyone you’ve even heard of. So how did he go from hapless office worker and serial failure to the creator of Dilbert, one of the world’s most famous syndicated comic strips, in just a few years? In How to Fail at Almost Everything and Still Win Big, Adams shares the game plan he’s followed since he was a teen: invite failure in, embrace it, then pick its pocket.
No career guide can offer advice that works for everyone. As Adams explains, your best bet is to study the ways of others who made it big and try to glean some tricks and strategies that make sense for you. Adams pulls back the covers on his own unusual life and shares how he turned one failure after another—including his corporate career, his inventions, his investments, and his two restaurants—into something good and lasting. There’s a lot to learn from his personal story, and a lot of entertainment along the way. Adams discovered some unlikely truths that helped to propel him forward. For instance:
• Goals are for losers. Systems are for winners.
• “Passion” is bull. What you need is personal energy.
• A combination of mediocre skills can make you surprisingly valuable.
• You can manage your odds in a way that makes you look lucky to others.
Adams hopes you can laugh at his failures while discovering some unique and helpful ideas on your own path to personal victory. As he writes: “This is a story of one person’s unlikely success within the context of scores of embarrassing failures. Was my eventual success primarily a result of talent, luck, hard work, or an accidental just-right balance of each? All I know for sure is that I pursued a conscious strategy of managing my opportunities in a way that would make it easier for luck to find me.”
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 50 - Nephews in the House, with Trey and Conner
“Try orange juice with your waffle’s people” - Trey Meehan, 14 years old.
That was some of the advice we got in this episode of Wine and Dime.
I was so happy to have my nephews down for a weekend, and they were happy to be here. Not only because of the trips to the beach, and to the amusement park, but because while they were here in Florida, their parents were stuck in a snow storm in upstate NY.
While they were here, I couldn’t pass on the opportunity to have them on the show. We talked about what they wanted to be when they grew up, how school was going and they even shared what their favorite beverage was… Chocolate Milk and Gatorade.
We had a wonderful time and I can’t wait to have them down again. So sit back and enjoy the perspectives of a 14 and 11 year old on this weeks edition of Wine and Dime!
Trey
Age 14
Favorite thing to do: Play video games
When I grow up: Veterinarian
Favorite School Subject: Social Studies
Favorite Stock: Activision
Conner
Age 11
Favorite thing to do: Sports and Video Games
When I grow up: Professional Athlete
Favorite School Subject: Math
Favorite Stock: Apple
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 49 - Introducing the Strong Roots Podcast with Kerrie Beene
In this episode of Wine and Dime I chat with Kerrie Beene. Kerrie is a financial planner with us here at Rooted Planning Group. We have a nice chat about her new podcast that she is launching call “Strong Roots”. Strong Roots will be The show about strengthening our roots with discussions about health and wealth. Kerrie will cover topics ranging from gut health, to changing habits, to life insurance. We chat about what drove her to “execute” her plan to get this podcast off the ground. We look forward to hearing all that her and her guests have to say. So sip on back and enjoy this episode of Wine and Dime!
A little bit about Kerrie Beene…
My own personal financial journey has taught me that while their important, life is more than numbers.
Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals.
I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University. I passed the CFP exam in November of 2016 and I'm currently working towards my service hours.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies.
My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also on all the other financial planning decisions. I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams.
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 48 - With Danna "Like Banana" Jacobs
In this episode of Wine and Dime, I have a great conversation with Danna Jacobs. Danna is a CFP and founding Partner of Legacy Care Wealth located in New Jersey. In this episode we talk about how she goes from dancing to opening a financial planning firm with her brother. We also chat about her children, husband, trips to upstate New York and of course Wine. This was a wonderful conversation and I always love the opportunity to chat with Danna Banana! So pop open a bottle of your favorite wine and enjoy this episode. I suggest the Cab Franc from Fox Run Winery, it’s oh so good!
DANNA JACOBS, CFP®, ADPA®, MBA
Legacy Care Wealth, LLC
(Founding Partner/Managing Partner)
Prior to launching Legacy Care, Danna Jacobs was a Client Service Associate at Barclays Wealth working with the top investment advisor at the firm from January 2010 to March 2013. Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities. Her team raised over $1.3 billion for private equity partnerships over a three-year period.
Ms. Jacobs also has attained the CFP® and ADPA® designations granted by the Certified Financial Planner Board of Standards, Inc. In addition, she holds an MBA from New York University's Stern School of Business, an internationally renowned business school. She completed her MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. She also holds a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian.
Fox Run Winery
For Peter Bell, Fox Run’s veteran winemaker, winemaking should be approached with a deceptively simple maxim: to ‘chase deliciousness’. No matter what style of wine is being produced, Bell emphasizes that each step in the process should be aimed at making the wine increasingly delicious. That may involve leaving a wine alone for a period of time (as with barrel-fermented Chardonnay resting on its lees) or intervening on an almost daily basis (as when a 5-component bottling of Riesling needs its final blending).
It is the approach pursued by many great European and New World domains. After hand-harvesting of the grapes at their maximum maturity and sorting, handling is kept to a minimum. After pressing, wines are filtered as little as possible to allow for the true character of each grape variety to shine through. Quality is coaxed, not wrestled, out of the grapes.
Tasting Notes For Cabernet Franc, 2016
Aromas of red raspberry and plums are augmented by spice and black olive notes. Bright and lively in the mouth with sweet fruit flavors and very fine-grained tannins.
Fox Run Cabernet Franc, presents, most prominently, deep base aromas of raspberry, coffee and dark chocolate. Thyme, violet and smoke add top notes and dimension. In the mouth, this wine is fresh, soft, and satiny with abundant cherry and raspberry flavors. Notes of licorice, wood smoke and bay leaf add complexity to the bright fruit components. Fox Run Winery is situated high on Torrey Ridge, overlooking one of the deepest parts of Seneca Lake. It offers over fifty-five acres of vineyards, producing a remarkable range of fine wines. Fox Run is poised to become one of a handful of truly great producers in the Finger Lakes.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 47 - Don't Should Yourself with Autumn Campbell
In this episode of Wine and Dime, I sit down with Autumn Campbell. Autumn is a financial planner at The Planning Center. Autumn and I discuss what led her to become a financial planner and the road she took to get there. This episode was named after some advice that Autumn likes to give her clients, so check it out! We also talk about one of my favorite wines… Malbec! And I definitely found a very nice Malbec in the Finger Lakes Region. So, sit back, relax, pop open a bottle of your favorite wine and enjoy the latest installment of Wine and Dime!
Autumn Campbell
autumn@theplanningcenter.com
Phone: 918-417-6747
My experience as a former teacher and high school counselor informs my role as a financial planner daily. Clients come to us with life questions concerning their finances, and hope to receive thoughtful, competent, and trustworthy responses. In many ways, a financial planner is a life coach, helping people navigate their financial planning in light of their values, hopes, and responsibilities.
Although the clients I support vary widely in their backgrounds, I find myself particularly drawn to working with entrepreneurs, educators and business owners. I love solving new, complex problems and teaching meaningful financial literacy to clients.
Click Image to learn more about this Orginization
Thirsty Owl Wine Company
Thirsty Owl Wine Company’s story began when Ted Cupp purchased 150 acres from Robert and Mary Plane, trailblazers who implemented the Cayuga Wine Trail, on July 2, 2001. In the fall and winter of 2001/2002, construction began on both the tasting room and the wine making facility. The following spring of 2002, with Shawn Kime as its first employee, work began on the lake vineyard located between the tasting room and the lake. Cabernet Sauvignon, Syrah, Pinot Noir, and Malbec were planted here.
On September 13, 2002, The Thirsty Owl Wine Company opened its doors for the first time with Mary Dauber managing the tasting room. We had four wines and produced approximately 1,200 cases. In December 2002, Jon Cupp, an Ithaca College graduate, moved his young family from Atlanta and relocated to the Finger Lakes, joining the staff as President to provide needed leadership and to guide the company's growth.
Since 2002, we have increased production by over 1000%, and in those years, the Thirsty Owl Wine Company's name has become synonymous with award winning wines. The winery has won many prestigious awards, including the Governor's Cup and the John Rose award for their Rieslings. This past year, its Pinot Noir was the highest rated North American Pinot at the Taster's Guild International competition. We produce some of the area’s only Malbec and Syrah, along with unique blends, reds, whites and ice wines.
Since the beginning, The Thirsty Owl Wine Company and the Cupp family have prided themselves on producing quality, signature wines reflecting the unique characteristics of the Finger Lakes. We hope you’ll enjoy them as much as we’ve enjoyed making them.
Malbec
A smooth, cool-weather malbec from the New York Finger Lakes that provides a rare glimpse into what the Finger Lakes can do with another mixing grape that’s not cabernet franc or petit verdot.
Ruby-to-purple in color, this malbec has an aromatic nose of wet leaves, forest floor and black fruit including black plum, blackberry and raspberry.
The combination of fruit and secondary aromas presents for an intriguing nose.
On the palate the wine is medium in acidity and tannin with soft fruit underlying the acid and tannin.
Worth a try especially for cabernet franc enthusiasts looking for a new red varietal to try in a cool-climate region.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 46 - Fashionable Finances with Katherine Clark
Hi again Wine and Dime listeners. In this episode I chat with Katherine Clark. Katherine is the Director of Advisor Consulting at First Ascent Asset Management. During the episode, we chat about life, religion, financial planning and of course wine. We dive into how Katherine took a big leap of faith when joining First Ascent, and how that risk paid off. Check out the episode with a bottle of your favorite wine and enjoy the show!!
Katherine Clark
DIRECTOR OF ADVISOR CONSULTING
katherine@firstascentam.com
What I do here:
I work side-by-side with advisors to help them best utilize First Ascent’s strategies and services for their clients. I also collaborate with our communications team to get the word out about First Ascent and the value we bring.
Why I love my job:
I am passionate about being part of a business that makes every decision by asking, “What’s best for advisors and their clients?” My colleagues make coming to work every day fun and intellectually stimulating, and I find great satisfaction in providing significant value to advisors and their clients all across the country.
Spanish Tempranillo
Vina Alberdi
Grape
Tempranillo is a black grape variety widely grown to make full-bodied red wines in its native Spain. Its name is the diminutive of the Spanish temprano, a reference to the fact that it ripens several weeks earlier than most Spanish red grapes.
Tasting
Lively, medium depth garnet red withan intense pink rim. The nose stands out for the intensity of fresh aromas of ripe red fruit, wild strawberries, currants and raspberries, against a balsamic background with notes of vanilla, toasted caramel, bakery, coffee and sweet mints. Warm aromatic entry, with good structure and balance and soft, amiable tannins. The aromatic harmony persists on the finish, with marked freshness and balance. Long in the mouth, it offers a magnificent expression of classic ageing.
Earle Estates Meadery
Honey - Mother Nature's Nectar ~ The Oldest Fermented Beverage
Dating back to before 5000 BC, Honey and water were fermented into Mead – now commonly called “Honey Wine”, although some sources indicate Mead is the Oldest Fermented Beverage.
A uniquely different taste than grape wine, it can be dry, semi-sweet or sweet and is found to be refreshing and with the light aroma of honey. For over 25 years, since 1993, the family owned Earle Estates Meadery has offered Mead in many varieties and blends. Its unique nature makes it the perfect blending wine to expand its flavor and taste throughout our production of over 20 Honey wine varieties.
Uncork Your Finances
Amy Irvine
Is dealing with finances a little less stressful when you have a glass of wine by your side? This book is an extension of my Wine and Dime podcast and Monday Morning Quarter-Buck Blog - capturing some top tips from the first 27 episodes.
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 45 - Foster a New Way of Thinking with Justin Foster
In this episode I chat with Justin Foster of Foster Thinking and Root + River. We talk about his coaching strategies, meditation, Bourbon, and of course, Wine. Justin has a very “Zen” approach to the way he coaches and it really comes through in this conversation. Justin also goes into the brand coaching they do at Root + River. It was an amazing interview that I’m sure you will enjoy. The books, podcasts, and wines recommended are listed below. So sit back, pop open a bottle of Bourbon, or the recommended wine, and enjoy the show!
Justin Foster
Based in Austin, Texas, I believe that nothing matters until you know your heart. And when you know your heart, it changes how you live, lead and brand. Along a journey that started on a cattle ranch in eastern Oregon to 49 states and 6 countries, I have worked with leaders of every sector and industry to discover their truth and convert it into vibrant, relevant brands. Co-founder of the branding firm root + river, I am a relentless and optimistic advocate for unleashing the power of truth and authenticity - and the systematic elimination of all that is boring and stale in organizations.
The Root Session
The Root Session takes you to a place you’ve been told does not matter in business — to your heart. The true heart of the matter, the heart of your people, the heart of why you exist.
Within this collective heart is a map in a bottle that leads to a brand. We smash the glass and orient the map for you.
In one day together, we will help show you the future of your brand.
The River
Once you know the root of your brand, you are ready for your message and offerings to flow out into the world. Well, almost ready.
You need a logo that is art, not an afterthought. You need a website that tells stories, that moves hearts … and products.
You need a marketing team that understands all aspects of modern marketing. Box-checkers, spend-it-because-we-have-to defeatists, agency burn-outs need not apply.
But full disclosure: we’re not going to do it for you.
WAKING UP PODCAST
Join Sam Harris—neuroscientist, philosopher, and best-selling author—as he explores some of the most important questions about the human mind, society, and current events.
Awareness: The Perils and Opportunities of Reality
The heart of Anthony de Mello's bestselling spiritual message is awareness. Mixing Christian spirituality, Buddhist parables, Hindu breathing exercises, and psychological insight, de Mello's words of hope come together in Awareness in a grand synthesis.
In short chapters for reading in quiet moments at home or at the office, he cajoles and challenges: We must leave this go-go-go world of illusion and become aware. And this only happens, he insists, by becoming alive to the needs and potential of others, whether at home or in the workplace.
Here, then, is a masterful book of the spirit, challenging us to wake up in every aspect of our lives.
3 Brothers Winery
Estate Bourbon Barbera
From the owner's private stock, our Estate Reserve Barbera aged in bourbon casks for 372 days. Limited quantities available. Pick up this bottle before it's gone.
Winemaker's Tasting Notes:
On the nose- Candied toasted pecan, fresh baked pie crust, Vanilla, Maple syrup & Cherry pipe Tobacco.
On the pallet- Ripe cherries jubilee. Long persistent barrel tannins with smooth blueberries and blackcaps leading in to a faint Clove & spice finish
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
Wine and Dime Episode 44 - From Traveling the World to Coaching the World with Mike Green (Part 2)
Welcome back for Part 2 of my interview with Mike Green! In this part, we chat about what you can expect while working with Mike.
In this episode I talk with Performance Coach Mike Green of M. Welland Green Consultants. Mike and I are from the same home town of Hornell, and in the episode we got the chance to catch up on whats been going on in our lives. The conversation ranged from hitchhiking to Alaska (Just to prove a point), to the approach he takes when helping out a client. I think you will find this episode very entertaining! Boy, I sure did! So sit back and pop open a bottle of your favorite wine and lets enjoy this journey together!
Mike shares a great analogy about how coaching will help you navigate your life!
MEET MICHAEL GREEN
M. WELLAND GREEN CONSULTANTS
In a world where absolutes seem to be slipping away, you can count on this: Mike Green won’t ask you to do anything he wouldn’t do. That’s the good news. The bad news––or superb news, depending on your current frame of mind––is this is a guy who hitchhiked from New York to Alaska just to prove a point. “I hitchhiked to Alaska with no money or food,” Green confirms, before laughing and adding, “on purpose.”
Green’s story reads like missing pages of Hemingway, London, and Melville: a globetrotting odyssey dreamed up and lived out by a scrappy kid from western New York whose insatiable curiosity won’t let him settle for secondhand knowledge. He’s honest, resourceful, and boisterously good company, with a dogmatic belief in the essential goodness of people that’s contagious. Today, Green is also a highly sought-after business coach whose experience has included heavy hitters such as Chevron, Kellogg, Brown and Root (KBR), and others. He moves easily between vastly different arenas––from deep-water rigs to downtown corporate suites.
Over the past 20 years, Green has worked and traveled extensively throughout all seven continents and almost 60 countries, tackling a broad slate of demanding jobs along the way. He says all environments, no matter how extreme, share a fundamental need: people who are brave enough to be themselves.
Green is not just philosophizing: he’s lived his ideology in high-stakes ways. Stints as an Outward Bound instructor leading adjudicated youth through rugged terrain in the U.S, Austria, Bulgaria, Germany, Finland, and Scotland, as well as launching a program for juvenile criminals for the Russian government and teaching a college course in which he led students on an 85-day exploration of Costa Rica, Ecuador, and Peru make up his early résumé. Next, he taught global history to high school students in his hometown, and began leading big-game hunting expeditions on horseback through Alaskan mountain ranges. Positions with KBR in Iraq, working with multinational militaries, the U.S. State Department, local government officials, and many others to ensure project progress and safety followed, before working as the Lead Air Transportation and Cargo Lead for the McMurdo Station in Antarctica.
In 2007, Green began his performance coaching career on land rigs in Arkansas––a rough-and-tumble environment in which he excelled. He was called in to work with crews recently hit by time-lost injuries or death. It became his job to help everyone, from the top down, realize why such a costly mistake had occurred, and to recondition the atmosphere and patterns that had allowed it. Success led him to launch his own company, and then, he went off shore. New assignments took him to ultra deep water wells and new challenges.
Green’s unique personal history has shaped his dramatically effective coaching philosophy and practice. A firm believer in the idea that people are capable of so much more than they’ve even imagined, he eschews traditional executive coaching in favor of exhuming each individual’s natural motivators and connecting them to their talents and already finely honed skills in order to achieve new highs. He’s skeptical of one-size-fits-all coaching models, and instead, tailors each engagement to the person at the center of it. Together, Green and his clients examine individual values, abilities, and goals with the overarching aim of creating new, lasting leadership habits. When he takes on a new client, he asks them to take risks, from personal stretching to investing in the coaching relationship, and to accept the unease that comes inherently with growth. “We get wound up in our day-to-day lives and forget who we are sometimes,” he says. “People want to be brave––many of them just don’t know how. It’s my passion to help them find the courage to believe in themselves.”
This episode was presented by
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: AMY@IRVINEADVISE.COM
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