Beyond The Ordinary

This week, we’re flipping the script and airing a conversion with Tommy from Frontier’s 10Q podcast. Frontier is a private community for investors to engage, learn, and form meaningful relationships.  In this conversation, Frontier’s Tyler Cho talks with Tommy about how and why he pivoted away from a lucrative career to pursue venture capitalism in the healthcare space, the most challenging part of running a venture firm, what Tommy’s building that other firms are hoping to utilize, how anyone can transform from an employee to a leader, and why Tommy benefits from his status as an outsider.  Key Takeaways [02:24] - Tommy’s approach to investing. [02:47] - Why Tommy decided to work in the venture space and the subspace he’s landed in. [03:52] - How Tommy began managing capital for physicians.  [05:35] - Why Tommy exited his career managing capital for physicians and jumped into the venture ecosystem.  [11:14] - The most challenging part of running a venture firm.  [15:29] - What logistical constraints Tommy has had to be mindful of while building out his unique business model.  [15:58] - Tommy’s biggest career mistake.  [19:36] - What Tommy’s looking to build in the future and his long-term goals.  [26:15] - How Tommy spends his free time.  [28:50] - What Tommy does differently than others.  [30:31] - What’s occupying Tommy’s mind. [35:34] - What consistently surprises Tommy.  Quotes [20:20] - “We want to build a franchise brand in that area. We want to be the known commodity in the healthcare space, in the wealth tech space, for the venture community. And we also really want to be known as a great citizen in the venture space, meaning that we play really nicely with other firms. So we’re not a typical venture fund.” ~ Tommy Martin [26:06] - “Everything we’re building we are optimizing to be accessible and useful, not just for ourselves, but for the entire community.” ~ Tommy Martin [30:53] - “The thing that I’m really thinking about is how do we build world-class organizations that are deeply, deeply inclusive of anybody that wants to come do great work there, without having to check my own values and beliefs at the door? I want to build inclusive organizations that are inclusive to everybody, including me.” ~ Tommy Martin Links  Frontier Frontier 10q podcast Tyler Cho on LinkedIn Cleveland Clinic Dr. Jay Yadav  Robinhood Masterworks Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Small businesses and startups often find the process of scaling to be an uphill battle. In order to grow, they need to overcome several common challenges, including limited resources, lack of experience, and insufficient funding. However, with the right tools and strategies in place, scaling can be a successful process. In today’s episode, Tommy talks with Jeff Brewer, Managing Partner at Hanok Ventures. After serving in the military for 14 years, Jeff transitioned into the private sector, where he held leadership positions at companies like General Electric, Asurion, and The Boston Consulting Group. Today, he focuses on helping small businesses. He has made it his mission to help them scale and develop new leaders. Jeff talks with Tommy about what led him into the private sector after his military achievements, why he prefers to work with small businesses over big corporations, and how he helps small businesses and new leaders scale and stay on top of their game. Key Takeaways [02:04] - Why Jeffrey called himself an “entrepreneurial coward”. [05:09] - A look back at Jeffrey's military career. [08:13] - What led Jeffrey into the private sector despite his military achievements. [10:22] - How Jeff got started in angel investing. [13:42] - How Jeff managed to keep his day job and work with small companies on the side. [16:46] - Jeff’s biggest takeaways from working with Boston Consulting Group. [21:15] - Jeff's thought process for scaling a business. [25:23] - An example of how founders struggle with letting go. [31:44] - The challenges of working with family-owned businesses. [42:20] - The story behind the founding of Hanok Ventures. [46:27] - The role Jeff played in the businesses he bought. [52:05] - Jeff’s thought process for bringing investors to Hanok Ventures. [53:08] - What Jeff looks for in companies he invests in. [55:28] - How Jeff serves both the ministry and business at the same time. Quotes [26:16] - "To get to that point where you start scaling, you cannot control everything in the organization anymore. You have to start delegating to your leadership team and allow them to thrive because they are now at a level and a capability set that's far beyond you in their particular area of expertise." - Jeff Brewer [27:12] - "To be successful and to scale, you have to release some of that authority and delegate properly. And that's not saying giving up everything to the company, to your leadership team, but giving up some of that allows them to grow in their capabilities. You've got to go through that mental and emotional process of letting go for your company to really reach that next level." - Jeff Brewer [50:53] - "I don't believe any successful, healthy transition that goes from what the legacy company was to what this new company is going to be will work unless the former CEO and the sellers of the business believe in that new CEO. All three of us on the new side of the organization have to be 100% aligned." - Jeff Brewer Links  Jeff Brewer on LinkedIn Hanok Ventures Cornerstone Support GE Grid Solutions Good Spread Boston Consulting Group McKinsey Bain & Company Herschend Family Entertainment Jack Herschend Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

This week, we’re flipping the script and airing a conversion with Tommy from the Advisor Revelations podcast from DPL. In this conversation, DPL’s Leslie Grant talks with Tommy about his switch to using commission-free annuities, having hard insurance conversations with clients, and how DPL has helped Tommy and his firm implement successful insurance solutions. Key Takeaways [02:18] - An introduction to Tommy and the origin story of Vestia Personal Wealth Advisors.  [04:34] - How Tommy started his career and why he finally embraced annuities.  [10:52] - What drives the annuity conversation with clients.  [13:21] - The link between annuities and a low-stress retirement.  [16:10] - The emotional side to financial advice.  [18:28] - Why commission-free insurance changes the narrative about annuities, and why Tommy decided to partner with DPL.  [25:20] - When to actually start talking to clients about annuities.  [29:50] - How advisors should start thinking about insurance products.  [37:21] - How to approach a conversation with clients on annuities.  Quotes [14:40] - “What we’re ultimately saying to them is, ‘look, do you want some insurance on your nest egg?’ You still insure your house even though it’s paid off, you still insure your car even though it’s paid off, you worked your entire life to build up this nest egg, do you want to spend a little bit of money to have some insurance for it? And by and large, most people say yes.” ~ Tommy Martin [17:32] - “We know from behavioral economics that a lot of the reasons people make financial decisions have nothing to do with the math, and have everything to do with relationships, how they grew up, their trigger points with money. And our job as advisors is to not just maximize the math on paper, but maximize the math in real life.” ~ Tommy Martin [21:20] - “DPL solved the two biggest hurdles that I believe keep advisors from using [annuities] as a standard recommendation. And now that they’ve solved those two big hurdles, I am going to say this on record: If advisors are not making [annuities] an opportunity for their clients, I believe 100% they are violating their fiduciary duty to those clients.” ~ Tommy Martin Links  Vestia Personal Wealth Advisors Moshe A. Milevsky Confessions of a VA Critic LinkedIn Dow Leslie Grant on LinkedIn DPL Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Statistically, most women are uncomfortable discussing money and lack confidence in making investment decisions. Too often, these result in lost opportunities for both financial growth and independence. As the majority of women are the financial head of their household, how can they overcome the barriers that prevent them from achieving their family’s financial goals? In today’s episode, Tommy talks with Lauren Pearson, Managing Director of Somerset Advisory and Co-Founder of The Wealth Edit. She is a Certified Financial Planner and has designed and crafted hundreds of financial planning scenarios in her decade-plus career in wealth management. After years of drafting hundreds of plans for families, Lauren saw the need for women to have a space of their own to understand wealth outside the context of a traditional advisory relationship. Lauren talks with Tommy about her journey to a career in financial planning, why a high percentage of women feel disconnected from their financial advisors, and how she empowers women to gain confidence and develop their own concepts about money. Key Takeaways [04:18] - How Lauren got into the wealth advisory space. [08:34] - What Lauren did in pursuit of a career in financial planning. [14:09] - Why a high percentage of women feel disconnected from their financial advisors. [16:35] - How The Wealth Edit was founded. [21:02] - The financial personality that best describes Lauren. [23:05] - One of the most rewarding experiences Lauren had with The Wealth Edit community. [30:31] - The best way to start feeling confident about money. Quotes [10:28] - "As a CFP, you have to take fiduciary responsibility. And that means putting your interests as the client ahead of my own interests." - Lauren Pearson [13:02] - "95% of women end up as financial head of household and a good majority of those are underprepared. So, I wanted to make sure that our practice really served the needs of women." - Lauren Pearson [26:35] - "It's never too late for a do-over. I think sometimes there's so much shame and self-consciousness around money, whether you have a bunch of money and you feel self-conscious about the fact that you have it or you're the first person in your family to have money and you maybe didn't learn the best money habits." - Lauren Pearson Links  Lauren Pearson on LinkedIn Somerset Advisory The Wealth Edit Emily Lassiter The Wealth Edit Guidebook The University of Georgia Merrill Lynch Hightower Advisors Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

People are drawn to stories. In business, storytelling and vulnerability are powerful ways to build trust and establish a personal brand. People will remember who you are, what you do, and why they should care.  In today’s episode, Tommy talks with Derek Laliberte, Chief Disruptur at Disruptur, a brand engagement agency that offers high-impact and interactive coaching clinics for sales and marketing professionals. For Derek, sales is the new marketing and marketing is the old sales. He believes it's time to think differently about the prospecting approach.  Derek talks with Tommy about the concept behind Disruptur’s playbook, the different sides of marketing, and how people are moving past the age of the customer. Key Takeaways [01:47] - A look at Derek Laliberte's early years. [07:41] - How Derek got into the world of digital marketing. [14:23] - The concept behind Derek's playbook. [24:36] - The different sides of marketing. [29:40] - The fastest way to build trust. [32:14] - How people are moving past the age of the customer. [39:11] - What sets Disruptur apart from other marketing agencies. [43:43] - Derek's life struggles and how he overcame them. Quotes [14:36] - "Sales and marketing do not communicate. They are ships passing in the night. Marketing is doing one thing, sales is doing another thing. But the way that sales engages with potential clients is more similar to the way marketing is now than it is to the way sales used to be." - Derek Laliberte [16:03] - "Sales needs to create content on a macro level using the concept of a marketing funnel that creates awareness, is very engaging, that creates consideration, and then creates decision. And this is on a macro level to have as many conversations as possible. But the conversion is not based on meetings, it's based on conversations." - Derek Laliberte [30:21] - "I've discovered through the articles that I've written and personal struggles that vulnerability is the fastest way to build trust. If you can be authentic, if you can be genuine and honest about what you've been through, I think people will see you more as somebody they can trust right away." - Derek Laliberte Links  Derek Laliberte on LinkedIn Disruptur Minnesota North Stars The All Hockey Hair Team Choosing to Cheat by Andy Stanley Netflix Bridgestone Gary Vaynerchuck VaynerMedia The Sasha Group Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Brand isn't just about design and marketing. At its core, it's about the values and principles that a company stands for. Creating a culture of care in which people feel appreciated and valued brings exceptional results.  In today’s episode, Tommy talks with Dr. Lucas Bryant, Plastic Surgeon at Refine Facial Plastic Surgery and Aesthetics, a boutique facial plastic surgery practice that specializes exclusively in plastic surgery of the face and neck, as well as nonsurgical treatments. Lucas is a double board-certified and fellowship-trained facial plastic surgeon who believes in using honesty and excellence in order to achieve beautiful results. Patient safety and philanthropy are the cornerstone values of his practice. Lucas commits a portion of his practice to volunteering his time on surgical mission trips, helping children and adults with limited medical and financial resources. Lucas talks with Tommy about how social media has changed the way surgeons find patients, how he developed an amazing team where patients not only rave about him but also his teammates, and the strategy he uses to build a brand based on caring for people and delivering outstanding results. Key Takeaways [03:04] - What inspired Lucas to pursue medicine. [06:49] - A playbook that brings a new perspective to medical practice. [10:03] - How social media has changed the way surgeons find patients. [12:34] - Lucas’ thought process on asking for a patient testimonial. [19:49] - How Lucas developed an amazing team where patients not only rave about him but also his teammates.       [25:13] - What the future holds for Lucas’ practice.                                                                                                           [30:20] - How Lucas uses his skills for the greater good. [34:31] - What Lucas has to say about a career in medicine. Quotes [26:39] - "I'm not going to grow just to grow because you can't just hire extra people to get bigger at the cost of the practice mission. We are super slow to bring people on because our main focus is providing that unified vision of excellence and honesty in everything we do." - Dr. Lucas Bryant [29:31] - "If you just focus on being the best, I think people appreciate that. And it's a struggle. It's certainly not the easy road, but I think there's an aspect of survivability to a practice that exudes excellence and provides the best care possible." - Dr. Lucas Bryant Links  Dr. Lucas Bryant on Instagram University of Minnesota Twin Cities Brent Beshore Refine Facial Plastic Surgery and Aesthetics Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

In every walk of life, planning is important. This is especially true for parents of special needs children. How can parents provide the best support to their children and make plans for their future? In today’s episode, Tommy talks with Gordon Homes, Special Care Financial Planner & Financial Services Executive at WestPoint Financial Group. As a Special Care Planner, Gordon helps families who have children or other dependents with special needs address the serious questions concerning their future well-being. He works together with parents or caregivers to help ensure lifelong care and quality of life. Gordon also assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns. Gordon talks with Tommy about why he is passionate about helping families with special needs children, what are the first steps a family should take when their child is diagnosed with special needs, and how guardianship can still be applied even after the child reaches the age of maturity. Key Takeaways [03:23] - Why Gordon is passionate about helping families with special needs children. [06:06] - What motivated Gordon to move his practice into special needs. [11:11] - The first steps a family should take when a child is diagnosed with special needs. [15:24] - How the First Steps program works. [18:54] - The complementary roles of the Medicaid Waiver program and Disability Medicaid. [25:04] - How reaching the age of maturity impacts special needs planning. [29:38] - How guardianship can be applied even after the child reaches the age of maturity. [33:25] - Why guardianship is important, especially for mature, special-needs children. [37:02] - What SSI is and why people are drawn to it. [49:26] - Gordon's perspective on using science to solve problems. Quotes [06:13] - "Part of the motivation in moving my practice into special needs was I really felt ill-equipped as a parent. It was something new, different. So I thought it would be personally beneficial to surround myself on a daily basis with other parents whose journey struck a familiar chord and learn from them." - Gordon Homes [20:18] - "I have to say that in the 23 years that I have focused on special needs, we have come so far. It's just so encouraging to see the support, the programs, and the opportunities that exist. The focus is on quality of life. Instead of simply caring for our special needs population, it's investing in them and helping them create or become all that they can be." - Gordon Homes [33:25] - "The guardianship papers enable parents to continue parenting and to remain in charge of things that the then 18-year-old simply is not capable of or not ready to handle." - Gordon Homes Links  Gordon Homes on LinkedIn Gordon Homes Email Gordon Homes Contact Number WestPoint Financial Group Medicaid Carmel Dads' Club Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

This week, we’re flipping the script and airing a conversion with Tommy from The Indie Advisor podcast with Craig Stuvland. Craig is the CEO at tru Independence, a firm that partners with financial advisors to give them the conflict-free platform, people, and support they need to thrive. In this conversation, Craig talks with Tommy about what inspired him and his team to work with healthcare professionals, how they help clients achieve their goals, and why finding partners and coaches is key to running a successful business. Key Takeaways [03:00] - Why businesses need an operating system. [05:19] - The motivation behind Vestia Wealth Advisors' foundation. [07:26] - What inspired Tommy and his team to serve healthcare professionals. [11:14] - How Vestia helps clients achieve their ultimate goals. [14:16] - What led to the formation of Mammoth. [22:59] - How Tommy views alternative investments. [26:30] - How Mammoth manages the technology side of the business. [28:52] - The importance of having a coach, even for professionals. [31:06] - The conversation that changed Tommy's life as an advisor. [35:08] - What factors influence advisors' decision to become independent. [41:32] - Tommy's advice to business owners and advisors. Quotes [17:49] - "As a wealth manager, I am not recommending people rush out and build their own funds. I think very few firms should actually do that. For us, it was 20 years in the making. We'd already had some experience with private real estate funds. And the next kind of the new extension to that was to do some special purpose vehicle in the healthcare space that we knew." - Tommy Martin [28:52] - "One of the things I just came to believe pretty early in my professional career is that everybody who is doing really outstanding things has some incredible support with them. Nobody's doing it alone." - Tommy Martin [42:12] - "Be absolutely intentional about what you’re are trying to accomplish. And I think what happens to most advisors is they get trapped in the whirlwind of the day-to-day business and they're never able to step back and work on the business. If you're not spending at least half a day very intentionally working on the business, not in it, how do you expect to move forward and make progress?" - Tommy Martin Links  Craig Stuvland tru Independence Vestia Wealth Advisors Traction Verne Harnish Scaling Up Kim Mackrill Jud Mackrill Tiger Woods Joe Lukacs Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Interested in going independent? Are you interested in going independent, or increasing your independence? Is the process of trying to do it all by yourself overwhelming? Tru Independence has the solution. Between our flexible tech stack, growth-oriented services, and a dedicated compliance team that stands in your corner - partnering with Tru gives you what you need to efficiently achieve your dream of independence. Stop worrying about what’s holding you back. Talk with tru today. Visit tru-ind.com. 

There's no doubt that being an entrepreneur is a risky proposition. People are often scared to take the leap and start their own business because they know there's a good chance they may not succeed.  In today’s episode, Tommy talks with Burak Yenigün, Founder of Stylus Capital, a systematic asset management firm that focuses on crypto assets. Burak believes that the world has a founder shortage, a scarcity of entrepreneurs who are able and willing to execute, due to the risky nature of entrepreneurship. Burak talks with Tommy about what led him to explore the systematic trading framework of asset management, why he decided to end his value investing operation in favor of crypto, and how to de-risk entrepreneurship. Key Takeaways [01:57] - How Burak made the transition from electronics engineering to asset management. [02:36] - What Stylus Capital was up to before crypto. [03:36] - Value investing: what it is and how it works. [04:50] - What led Burak to explore the systematic trading framework of asset management. [07:39] - Why Burak decided to shut down his value investing operation in favor of crypto. [12:38] - Why there’s a scarcity of entrepreneurs around the world. [19:48] - How to de-risk entrepreneurship. [29:05] - How the concept of de-risking entrepreneurship can be put into practice. [32:50] - Why crypto is interesting. [38:03] - The best and the worst part of moving from one country to another. Quotes [14:43] - "If we double or triple the number of founders that we backed today, that's still probably not enough to match the demand."- Burak Yenigün [20:24] - "So in a sentence, the solution (de-risking entrepreneurship) would be to reduce the gap, the difference between the mean outcome and the median outcome for the entrepreneurs." - Burak Yenigün [33:21] - "I think it (crypto) has tremendous potential. But the feature of crypto that truly caught my eye was how totally unanchored it was as an asset. Typically, when you have an asset, you have something that acts as a center of gravity around price so it will pull the price towards some sort of equilibrium." - Burak Yenigün [35:58] - "Trend following is a style that has been around for a very long time. It is known to work across asset classes. So that's the opportunity that we saw when we first looked at crypto." - Burak Yenigün Links  Burak Yenigün on LinkedIn Burak Yenigün on Twitter Burak Yenigün Email Stylus Capital JP Morgan  SpaceX General Motors The Wharton School Burak Yenigün Blog Post: Fixing Founder Scarcity Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

There is an old saying that goes, "if you don't know where you're going, any road will take you there." This is certainly true when it comes to creating a life plan. Without a sense of purpose, it can be difficult to stay motivated and focused on what really matters. How can individuals and businesses discover their purpose and define a strategy? In today’s episode, Tommy talks with Jason Baker, a former American football punter who now co-owns Paterson, an organization that helps individuals and organizations be very intentional about their strategy and performance. Having spent 11 years in the NFL, Jason has now taken the precision and discipline needed to be an elite punter into building Paterson. He is the third-generation steward of the company founded by Tom Paterson. Jason is committed to continuing Tom’s legacy and is dedicated to guiding organizations and individuals from where they are to where they want to be. Jason talks with Tommy about how he gained clarity about his future after the NFL, what inspired the founding of Paterson, and how the company helps organizations develop their strategic plans. Key Takeaways [02:19] - Jason's journey into the world of football. [08:38] - What made Jason leave the NFL. [11:35] - How he gained clarity about his future after the NFL. [14:32] - The man behind the creation of Paterson. [19:03] - LifePlan's concept and how it works. [21:48] - The four most powerful questions you can ever ask yourself.  [27:00] - How Paterson StratOp helps organizations develop their strategic plans. [30:09] - What wins look like for organizations that have gone through Paterson's StratOp process. [32:41] - Jason's favorite story about how Paterson's strategic planning process got results for nonprofits. Quotes [23:29] - "When you don't have clarity, you generally end up with paralysis. You're frozen. Imagine if you're on a road trip and you pull up to a T-intersection, you don't know whether to go right or left. Most people don't just turn right or left. They sit there for a second, hoping for another data point that gives them clarity." - Jason Baker [31:23] - "What we learned during COVID is that a lot of companies had to contract. And leveraging the same system allowed them to prune very intelligently so that when they got to the next season their businesses were set to grow in the way they needed to grow." - Jason Baker Links  Jason Baker The University of Iowa Carolina Panthers Paterson Center Paterson LifePlan Tom Paterson Tom Brady Peter Drucker Roy Disney Walt Disney The Walt Disney Company Space Mountain Burt Baskin Baskin-Robbins Ronald Raegan Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!