 This is Jason Hester, and I am Vice President of Business Development for Navitas Wealth Advisors. I'd like to welcome you to today's podcast. For today's podcast, I'll be interviewing a friend of mine, Ryan Lowe. Ryan is from Metairie, Louisiana, and I met Ryan at a conference a few weeks ago. He shared a few insights and principles with me that I found very impactful and am delighted to bring him on the show today to share those insights with you. 

Navitas Podcast

S1E7 Ryan Lowe

In today’s episode we will be welcoming back Dr. Paul White. There are times when you’re having a conversation with somebody that it feels like the world just slows down and you really understand that you’re being given the opportunity to obtain some wisdom that’s really special.  I feel like in today’s episode you’re going to have one of those moments. There’s no greater challenge for a family than parenting in today’s world and Paul is going to share with us some concepts that while they are simple in nature they are profound in their application and I really think you’ll benefit greatly from what he’s going to share with us. Paul White is a psychologist, speaker, consultant and author whose passion is “making work relationships work.” For over 20 years, he has assisted businesses, government agencies, schools and non-profit agencies: improve staff morale and create positive work environments learn how to communicate individualized authentic appreciation among team members reduce the sarcasm, cynicism and negativity associated with toxic work environments, and build positive work cultures by discovering how to overcome the most common obstacles faced. Additionally, Dr. White is a high-energy, humorous speaker who provides practical daily life tips for improving work-based relationships. In addition to speaking across North America, he has spoken in Europe, Central Asia, the Caribbean, China, and South America. For more information, please contact us at admin@appreciationatwork.com or visit his website, www.drpaulwhite.com.

S1E6 Dr.Paul White

Twenty-five years ago, Charles Hollander, Jr. entered the competitive field of selling complex life insurance solutions to affluent families and successful business owners. He was fortunate to learn the business of client engagement by one of the industry’s legends and most respected leaders. Early on he was taught; “Your advantage won’t be found in what you sell, but how you sell… in this profession you don’t get paid to come in 2nd place.” During his career, he has competed and won against almost every type of provider of financial services. He has reached pinnacles of production, industry leadership and now industry research and consulting. Among some who have sought his expertise are the LIFE Foundation, The Forum 400, as well as many of the industry’s most experienced and top producing advisors. His keynote presentations consistently earn top ratings in both, utility for his content and motivation for his ability to inspire action that leads to change within his audience and the organizations they represent. Charles is a past president and chairman of the board of one of the industry’s most elite member organizations, Forum 400, formerly known as, The International Forum.  His firm, Red Flag, is a certified Blue Ocean Strategy consulting firm—one of the very few in North America.

S1E5 Chuck Hollander

Paul White is a psychologist, speaker, consultant and author whose passion is “making work relationships work.” For over 20 years, he has assisted businesses, government agencies, schools and non-profit agencies: improve staff morale and create positive work environments learn how to communicate individualized authentic appreciation among team members reduce the sarcasm, cynicism and negativity associated with toxic work environments, and build positive work cultures by discovering how to overcome the most common obstacles faced. Additionally, Dr. White is a high-energy, humorous speaker who provides practical daily life tips for improving work-based relationships. In addition to speaking across North America, he has spoken in Europe, Central Asia, the Caribbean, China, and South America. For more information, please contact us at admin@appreciationatwork.com or visit his website, www.drpaulwhite.com.

S1E4 Paul White

Rod Olps is a graduate of LSU, a veteran of the Navy, and a high level business consultant based in Moscow, Idaho. In this episode of the Navitas podcast Rod shares the stages of a man's life. This episode is filled with rarely spoken about truths that will encourage, challenge, and educate you about the stages of a man's life. 

S1E3 Rod Olps

Mr. Bourland is the founding shareholder of Bourland, Wall & Wenzel, P.C., a Fort Worth, Texas law firm which represents individuals, closely held and family businesses, professional practices and nonprofit entities (including charitable organizations) within its areas of legal practice. Mr. Bourland was born in Fort Worth, Texas on October 2, 1943.  He earned a B.A. from Baylor University and his J.D. from Baylor University School of Law.  He earned his LL.M. in Taxation from University of Miami, Florida.  Additionally, he was a Captain in JAGC, USAF, 1970-1975. Mr. Bourland was admitted to practice law in Texas in 1969 and is Board Certified in Estate Planning and Probate Law (Texas Board of Legal Specialization).  He is a member of the American Bar Association; State Bar of Texas and its Real Estate, Probate and Trust Law Section (Real Estate, Probate and Trust Law Council, 1993-1996); Tarrant County Bar Association (Director, 1987-1989); Tarrant County Probate Bar Association; Fort Worth Business and Estate Council (Chair, 1992-1993); and a Fellow of the American College of Trust and Estate Counsel. Mr. Bourland’s practice is directed to business, tax, estate planning, trusts, probate, charitable entity and charitable giving law. Mr. Bourland has been/is currently a guest lecturer in estate planning at Baylor University School of Law (where he is adjunct professor of law, co-teaching the Nonprofit Organizations course), Baylor University School of Business, Southern Methodist University School of Law, University of Texas School of Law and The Center for American and International Law.  He speaks regularly throughout the United States on subjects within his practice areas at seminars conducted by, among others, American Bar Association, American Law Institute, Texas Bar Association, American Institute of CPAs, Salk Institute for Biological Research and Texas Society of CPAs, Notre Dame, Duke and Tulane Universities. Additionally, he speaks regularly to churches and church leaders on the creation of church foundations and the governance of church organizations.  Mr. Bourland has contributed on subjects within his practice areas to publications including the New York Times, Nation’s Business, Business Week and Money magazine.   Mr. Bourland is a co-author of Keeping Your Church Out of Court , first, second and third editions. Broker Dealer Disclosure Investing involves risks in regards to all of the investment products mentioned in this commentary, including the potential loss of principal. International investing involves additional risks including risks associated to foreign currency, limited liquidity, government regulation, and the possibility of substantial volatility due to adverse political, economic and other developments. Investments in commodities may entail significant risks and can be significantly affected by events such as variations in the commodities markets, weather, disease, embargoes, international, political, and economic developments, the success of exploration projects, tax and other government regulations, as well as other factors. Due to volatility within the markets mentioned, opinions are subject to change and the information presented here should not be used to make investment decisions. Past performance cannot guarantee future results. The views expressed are not the opinion of FSC Securities Corporation, and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Relative Strength is based on the study of historical price movements and past price trend patterns. There is no assurance that these movements or trends can or will be duplicated in the near future. Historical precedent does not guarantee future results. Conclusions expressed regarding relative strength are personal opinions; and may not be construed as recommendations to buy or sell anything. The S&P (SPX) is an unmanaged composite index considered to be representative of the US stock market in general. Indexes are not available for direct investment. Returns assume reinvestment of dividends but might not include taxes, fees, and other investment related costs. Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss. Technical Analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the near future. It logically follows that historical precedent does not guarantee future results. Conclusions expressed in the TA section are personal opinions; and may not be construed as recommendations to buy or sell anything.

S1E2 Mike Bourland

Brendan is Chief Executive Officer of Clark Capital Management Group. As the Firm’s leader in defining and executing its vision and strategy, Brendan is tasked with aligning Clark Capital’s mission with its stakeholders’ needs. He oversees all of the Firm’s business lines, including custom-tailored strategies for high-net-worth investors, 40 Act products and strategist model delivery, and works to develop and enhance strategic partnerships while creating opportunities for growth. Brendan’s leadership of the Executive Team ensures that Clark Capital maintains its consistent, firm-wide focus on delivering world-class asset management strategies and services to advisors and investors. Brendan joined Clark Capital in 2001 and held positions of increasing responsibility, including Executive Vice President of Business Development. In this capacity, he played a key role in significantly increasing the Firm’s assets under management. Most recently as President, Brendan led the transformation of Clark Capital into a world-class asset management firm, directing all business development and marketing efforts and overseeing the creation and execution of key strategic relationships with broker-dealer partners and national platforms. He earned a B.S. in Economics from the University of Delaware, holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute and the CFA® Society of Philadelphia. Broker Dealer Disclosure, Branch Address and Branch Phone Investing involves risks in regards to all of the investment products mentioned in this commentary, including the potential loss of principal. International investing involves additional risks including risks associated to foreign currency, limited liquidity, government regulation, and the possibility of substantial volatility due to adverse political, economic and other developments. Investments in commodities may entail significant risks and can be significantly affected by events such as variations in the commodities markets, weather, disease, embargoes, international, political, and economic developments, the success of exploration projects, tax and other government regulations, as well as other factors. Due to volatility within the markets mentioned, opinions are subject to change and the information presented here should not be used to make investment decisions. Past performance cannot guarantee future results. The views expressed are not the opinion of FSC Securities Corporation, and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Relative Strength is based on the study of historical price movements and past price trend patterns. There is no assurance that these movements or trends can or will be duplicated in the near future. Historical precedent does not guarantee future results. Conclusions expressed regarding relative strength are personal opinions; and may not be construed as recommendations to buy or sell anything. The S&P (SPX) is an unmanaged composite index considered to be representative of the US stock market in general. Indexes are not available for direct investment. Returns assume reinvestment of dividends but might not include taxes, fees, and other investment related costs. Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss. Technical Analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the near future. It logically follows that historical precedent does not guarantee future results. Conclusions expressed in the TA section are personal opinions; and may not be construed as recommendations to buy or sell anything. 

S1E1 Brendan Clark of Clark Capital

The Navitas podcast is a tool to better equip you to navigate life and wealth. Our promise is to help you navigate the complexities of wealth and life across multiple generations and by doing so improve the use, enjoyment and impact of your Family Wealth.

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