Traversing Entrepreneurship
Traversing Entrepreneurship is a show for business owners who set out to do something different — and did not stop there. Join us as host Derek Dall'Olmo sits down with entrepreneurs and business owners in Traverse City and beyond to hear their stories, dig into the wins and challenges along the way and uncover what it takes to be successful, in business and in life.
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Building a Business That Works for You with Sarah Noel Block
07/10/2025
Building a Business That Works for You with Sarah Noel Block
Derek sits down with Sarah Noel Block, the brains behind Tiny Marketing and the Tiny Marketing Club—a go-to resource for indie consultants who want smart, simple marketing that actually drives business (without the overwhelm). They unpack Sarah’s journey from the corporate world to building a business on her own terms. You’ll hear how she turned a layoff during the recession into a springboard for entrepreneurship, how she ditched the agency grind for a membership model, and why she believes less but better is the future of marketing. This one’s packed with real strategies—like Sarah’s “biz dev blitz” to fill your pipeline fast, how to reverse-engineer your revenue goals, and why micro-yeses in your sales process can seriously boost conversions. 💡 What You’ll Learn Why Sarah walked away from corporate marketing (and never looked back) How the Tiny Marketing Club helps consultants design lifestyle-first businesses What a “Biz Dev Blitz” is—and how you can run one to land more clients The real reason most businesses struggle with offer creation Why sales should feel collaborative, not manipulative How to build trust through micro-commitments What Sarah means when she says your offer should be like a staircase The importance of simplifying your message to match how clients actually think Why good marketing starts with understanding real pain points—not just catchy copy How to test and tweak your offers without burning time or budget Connect with Sarah: Learn more about Sarah: Join the Club: About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Navigating the Entrepreneurial Journey with Corey Morris
06/26/2025
Navigating the Entrepreneurial Journey with Corey Morris
In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Corey Morris, founder of Voltage Digital Agency. They discuss Corey's journey from employee to business owner, the intricacies of digital marketing, particularly SEO, and the challenges and strategies involved in business acquisitions. Corey shares insights on leadership, the importance of transparency in negotiations, and how he has personalized his agency's approach to better serve clients. In this conversation, Corey Morris discusses the evolution of his marketing agency, Voltage, emphasizing the importance of niching down to enhance service quality and client relationships. He shares insights on defining success, the challenges of decision-making, and the significance of recognizing when a client is not the right fit. Additionally, he introduces his book, 'The Digital Marketing Success Plan,' which outlines a structured approach to digital marketing strategy. Key Moments: Corey's journey into digital marketing began with a passion for SEO. The landscape of SEO has evolved significantly over the years. Transparency in financials is crucial when transitioning to business ownership. Negotiation requires setting aside personal feelings for business success. Leadership involves adapting strategies to meet client needs. Recognizing when we are not the right fit is crucial. Learning how to say no is one of the most important lessons. Making decisions is key to moving forward. The Digital Marketing Success Plan provides a structured approach to marketing. Connect with Corey: Email: [email protected] Website: https://thedmsp.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at [email protected] with questions and comments or to schedule a one-on-one conversation. If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Navigating the Emotional Rollercoaster of Entrepreneurship with Brian Smith
06/12/2025
Navigating the Emotional Rollercoaster of Entrepreneurship with Brian Smith
In this episode of the Traversing Entrepreneurship podcast, host Derek Dall'Olmo sits down with Brian Smith, an entrepreneur who’s seen it all—from humble beginnings washing boats and launching a college photography business to navigating the highs and lows of real estate. Brian’s story is one of grit, growth, and ultimately, reinvention. Burnout pushed Brian to make a life-altering decision: selling his businesses and stepping back to reassess his purpose. That pivotal moment led him to coaching and founding the Founders Organization, where he now helps fellow entrepreneurs thrive. Brian opens up about the emotional challenges of building a business and how critical decision-making is to long-term success. He dives into the culture shocks of moving to Mexico, the realities of starting a new agency during COVID-19, and how identifying market gaps can lead to unexpected opportunities. Throughout the episode, Brian shares insights on building a resilient mindset, fostering a strong company culture, and why consistency is non-negotiable in the pursuit of business growth. If you’re an entrepreneur looking to learn from someone who’s been in the trenches, this episode is packed with practical wisdom and relatable stories. In This Episode: Entrepreneurial Journey: Brian's early ventures included washing boats, starting a photography business, and later transitioning into real estate, leading to significant growth and community involvement. Overcoming Burnout: Burnout led Brian to reassess his life and ultimately pivot into coaching and supporting other entrepreneurs. Resilience and Decision-Making: Entrepreneurship requires emotional resilience, decisive action, and the ability to adapt to changing circumstances. Team Building and Scaling: Successful business growth involves building a strong team, leveraging expertise, and fostering a positive company culture. Adapting to Change: COVID-19 prompted Brian to start a new agency, highlighting the importance of adaptability and seizing new opportunities. Mindset and Sales Discipline: Maintaining a resilient mindset and treating sales as a daily non-negotiable are crucial for sustained success. Connect with Brian: Email: [email protected] Website: About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Navigating the Private Credit Landscape: Mike Shum's Journey
05/22/2025
Navigating the Private Credit Landscape: Mike Shum's Journey
In this episode of Traversing Entrepreneurship, Derek Dall'Olmo sits down with Mike Shum, CEO of Cascade Debt, to unpack his journey from derivatives trader to fintech founder. Mike opens up about the risks, missteps, and breakthroughs that shaped Cascade’s rise in the private credit space. They dive into how alternative credit scoring is reshaping lending, what most people get wrong about asset-based finance, and why economic shifts are forcing innovation in fintech. If you're building in the world of money—or thinking about it—this conversation is packed with firsthand insight. Key Moments: 00:00 Introduction to Entrepreneurship and Cascade Debt 01:04 Mike Shum's Journey: From Banking to Entrepreneurship 03:01 The Birth of Cascade Debt and Its Mission 06:39 Understanding Private Credit and Asset-Based Lending 10:30 Innovations in Alternative Credit Scoring 12:56 Streamlining Asset-Based Lending Processes 17:24 Differences Between Private Credit and Equity 23:11 The Impact of COVID-19 on Lending Practices 26:01 Current Trends in Private Credit Returns 27:51 Accessibility in Capital Markets 30:12 Scaling Without Compromise 32:42 Navigating Uncertainty in Business 35:04 Headwinds in Private Credit 39:32 The Evolution of Private Credit 43:10 The Future of Private Credit 46:39 Advice for Aspiring Entrepreneurs Connect with Mike: Email: [email protected] Website: www.cascadedebt.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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From Forest Service to Global Visa with Rob Lee
05/08/2025
From Forest Service to Global Visa with Rob Lee
This week on Traversing Entrepreneurship, Derek sits down with Rob Lee, co-founder and CEO of Swiss Passport and Visa Services, a company that expedites passports and obtains visas. Rob and his wife, Lori, started the business 17 years ago after living in Central America and encountering a need for such a service. Initially relying on paid ads, they shifted focus to business partnerships, particularly with Fortune 500 companies in the aviation, legal, and manufacturing sectors. They are now developing a software application to streamline travel document management. Rob emphasizes the importance of adapting to change and leveraging technology to improve efficiency. Key Moments: Embrace change and be comfortable with the unknown The importance of delegating tasks and hiring experts Balancing work and personal life as business partners Adapting to evolving international travel regulations Connect with Rob: Email: [email protected] Website: About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Building an Uncopyable Brand: Marketing Strategies with Steve Miller
02/27/2025
Building an Uncopyable Brand: Marketing Strategies with Steve Miller
In this episode of Traversing Entrepreneurship, Derek Dall’Olmo sits down with Steve Miller, best-selling author and marketing consultant, to discuss the power of differentiation in business. Steve shares his journey from aspiring PGA Tour player to renowned marketing expert and explains why creating an uncopyable brand is essential for long-term success. He highlights the importance of personal branding, the credibility boost of writing a book, and why businesses should focus on understanding their target market—what he calls the "moose." Steve also explores innovation through observation, the dangers of competing on price, and why offline marketing strategies still hold immense value. If you're looking for practical strategies to stand out in a crowded marketplace, this episode is packed with actionable insights. Key Moments: 00:00 Introduction to Entrepreneurship and Unique Stories 02:53 Steve Miller's Journey: From Golf to Marketing 07:36 The Importance of Writing a Book for Credibility 10:46 Creating an Uncopyable Brand 11:35 Understanding Your Unique Value Proposition 22:50 Maintaining Uncopyableness in a Copycat World 34:32 Understanding the Box: The Manufacturing Mindset 38:00 Building Your Own Box: The Key to Un-copyability 42:14 The Power of Observation: Learning from Other Industries 47:59 Marketing on a Budget: The Importance of Offline Strategies 51:10 Common Mistakes: What to Avoid in Business 54:31 Authenticity in Branding: Standing Out in a Crowded Market 56:42 The Journey of Personal Branding: Lessons from Experience Connect with Steve: Email: [email protected] Website: https://beuncopyable.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Zero to One: The Art of Product Development with Nick McEvily
02/13/2025
Zero to One: The Art of Product Development with Nick McEvily
In this episode of Traversing Entrepreneurship, Derek Dall’Olmo interviews Nick McEvily, head of product at XGen Ai. They dive into Nick’s journey from design to product leadership, his experiences with startup successes and failures, and the importance of testing assumptions in product development. Nick discusses how AI is transforming the retail landscape, the significance of user experience in software design, and why fractional product leadership can be a game-changer for early-stage companies. This episode offers valuable insights on decision-making, problem-solving, and the mindset required to navigate the entrepreneurial landscape successfully. Key Moments: 00:00 Introduction to Entrepreneurship and AI 01:24 Nick's Journey: From Design to Product Leadership 05:27 The Zero to One Concept in Product Development 09:23 Testing Assumptions: The Key to Validating Ideas 13:02 Learning from Failure: Insights from Past Ventures 16:04 XGen Ai: Merging AI with Retail Experience 21:24 Defining Success in AI-Driven Retail 25:21 Choosing the Right Path in Design 27:11 The Reality of Entrepreneurial Sacrifice 28:29 Defining Personal Success 29:41 Understanding Fractional Product Leadership 31:08 Common Mistakes in Software Development 33:34 The Importance of Focus in Entrepreneurship 34:22 Future Trajectories in Entrepreneurship 36:07 The Rise of Venture Studios 38:39 Transitioning from Time to Cash Flow 40:23 Advice for Aspiring Entrepreneurs 42:18 Exploring Problems Over Solutions 46:25 The Value of Process in Decision Making 47:25 Curiosity and Ego in Entrepreneurship Connect with Nick: Email: [email protected] Website: About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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The Future of Entrepreneurship in a Tech-Driven World with Adam Fineberg
01/30/2025
The Future of Entrepreneurship in a Tech-Driven World with Adam Fineberg
In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Matt Theriault, the CEO and founder of Epic Real Estate. Matt shares his journey from the music industry to real estate, highlighting the challenges he faced and the valuable lessons he learned. He discusses creative financing strategies, the importance of finding profitable deals, and how to build wealth through real estate investment. Matt also explains the transition to turnkey real estate investments and how these can simplify the process for investors. Throughout the episode, Matt and Derek cover key aspects of entrepreneurship and real estate, including the significance of legacy, the shift from employee to business owner, and how to set expectations with investors. They also touch on the strategies for making real estate a reliable source of passive income and preserving wealth in the long term. Matt offers practical advice for new investors, emphasizing the importance of understanding market trends and learning from mistakes. Key Moments: 00:00 Introduction to Entrepreneurship and Talent Acquisition 01:00 Adam Feinberg's Journey to My Personal Recruiter 02:51 Navigating Technology in Recruitment 05:58 Building a Scalable Software Solution 08:59 Success Metrics and Client Success Rates 11:59 Understanding Client Demographics and Industries 14:55 Defining Success in Entrepreneurship 18:08 Overcoming Challenges and Growing Pains 21:00 Competitors and Corporate Espionage 23:50 The Importance of Online Presence and SEO 30:03 Future of SEO in the Age of AI 35:35 Building a Strong Online Presence 44:13 Navigating the Future of Entrepreneurship 58:32 Empowering the Next Generation of Entrepreneurs Connect with Adam: Email: [email protected] Website: www.mypersonalrecruiter.com About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on Subscribe: | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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The Power of Networking in Real Estate Investing with Matt Theriault
01/16/2025
The Power of Networking in Real Estate Investing with Matt Theriault
In this episode of the Traversing Entrepreneurship podcast, Derek Dall'Olmo interviews Matt Theriault, the CEO and founder of Epic Real Estate. Matt shares his journey from the music industry to real estate, highlighting the challenges he faced and the valuable lessons he learned. He discusses creative financing strategies, the importance of finding profitable deals, and how to build wealth through real estate investment. Matt also explains the transition to turnkey real estate investments and how these can simplify the process for investors. Throughout the episode, Matt and Derek cover key aspects of entrepreneurship and real estate, including the significance of legacy, the shift from employee to business owner, and how to set expectations with investors. They also touch on the strategies for making real estate a reliable source of passive income and preserving wealth in the long term. Matt offers practical advice for new investors, emphasizing the importance of understanding market trends and learning from mistakes. Key Takeaways: Real estate is a proven path for creating wealth. Creative financing can open doors to property acquisition without initial capital. Networking and building a strong reputation are key to attracting opportunities. Turnkey investments are a powerful way to simplify real estate investing. Wealth preservation strategies are essential for long-term financial success. The BRRRR strategy is an effective tool for growing wealth. Passive income through real estate requires thoughtful management and planning. Setting clear expectations with investors ensures smooth transactions. Real estate is fundamentally a people-driven business that thrives on relationships. This episode provides valuable insights into how real estate investment can lead to financial freedom and long-term wealth creation. Matt’s experience and strategies are a great resource for anyone looking to succeed in the real estate market. Chapters: 00:00 - Introduction to Entrepreneurship and Real Estate 01:07 - Matt Theriault's Journey from Music to Real Estate 08:06 - The Turning Point: Discovering Real Estate as Wealth Creation 10:48 - Creative Financing: Acquiring Properties Without Capital 12:04 - The First Deal: Learning by Doing 20:34 - The Second Deal: Building Reputation and Partnerships 27:55 - Transitioning to Turnkey Real Estate Investments 30:03 - Wealth Preservation Strategies in Real Estate 31:41 - The Importance of Legacy in Real Estate Investment 34:06 - Breaking the Cycle: From Employee to Entrepreneur 38:36 - Learning from Mistakes: The Value of Experience 39:32 - Regrets and Lessons: The Bigger Deals 44:43 - Setting Expectations with Investors 47:37 - Making Real Estate Passive Income 52:39 - Advice for Novice Real Estate Investors Connect with Matt: Email: [email protected] Website: About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, host Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Staying Ahead of the Curve: The Future of Marketing for Advisors featuring Jake Wagner
12/12/2024
Staying Ahead of the Curve: The Future of Marketing for Advisors featuring Jake Wagner
In this episode of Traversing Entrepreneurship, we are extremely excited to be joined by Jake Wagner, CDMP as he shares proven strategies and insights to help financial professionals attract their ideal clients, deliver exceptional service, and grow a sustainable business. Whether you're a seasoned advisor or just starting out, you'll find actionable tips and real-world examples to take your practice to the next level. Tune in and start optimizing your marketing, operations, and client experience today. This week on Traversing Entrepreneurship: 0:01:55 Jake discusses what motivated him to start his own agency instead of continuing to work for other startups. 0:05:00 Jake explains his transition from technical advising to a full-stack marketing agency approach. 0:09:10 Jake and Derek discuss the importance of aligning marketing efforts with the advisor's unique personality and brand. 0:13:15 Jake shares how his upbringing in the financial planning profession influenced his focus on supporting that industry. 0:20:00 Jake emphasizes the importance of the "doctor frame" when working with clients, versus a "salesman" approach. 0:25:00 Jake outlines his three-part consulting process for helping financial professionals with their marketing. 0:32:44 Jake discusses the challenges of working in an oversaturated market and the importance of finding the right advisor-client fit. 0:40:45 Jake provides advice for aspiring entrepreneurs on focusing first on their offer and ideal client. 1:18:22 Jake shares how to get in touch with him and his key recommendations for financial professionals, including having a marketing plan, meaningful metrics, and the right tools and advisors. Connect with Jake: LinkedIn: Email: Website: www.4fp.co About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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From Engineer to Empowering Coach: Sairan Aqrawi's Remarkable Reinvention
11/14/2024
From Engineer to Empowering Coach: Sairan Aqrawi's Remarkable Reinvention
In this episode, we are joined by Sairan Aqrawi as she shares her remarkable journey from Kurdish immigrant to successful business coach and mentor. After initially struggling to adapt to life in the US, Sairan discovered her true calling in coaching and personal development, transitioning from a decades-long engineering career. She emphasizes the importance of clarity, focus, and grit when pursuing entrepreneurial goals, drawing parallels between parenting and leading teams. Sairan's story underscores the value of progress over perfection, and how setbacks can ultimately shape one's path to success. Whether you're a young professional or an experienced entrepreneur, Sairan's advice on identifying your "hidden gems" and not being afraid to pivot will inspire you to reach new heights. Connect with Sairan on LinkedIn or Instagram for a free coaching consultation. This week on Traversing Entrepreneurship: [0:00 - 2:00] Introduction to Sairan Akrawi and her background as a Kurdish immigrant to the US [2:00 - 6:00] Sairan's initial struggles and challenges adapting to life in America, and the importance of having the right mindset [6:00 - 11:00] Sairan's transition from engineering to coaching and mentoring, discovering her "hidden gem" talents [11:00 - 16:00] The pivotal moment when Sairan decided to pursue coaching over continuing her PhD program [16:00 - 21:00] Sairan's perspective on progress over perfection, and the value of diverse experiences [21:00 - 26:00] Advice for young professionals and entrepreneurs: clarity, focus, and grit [26:00 - 31:00] The importance of self-belief, competence, and not being your own worst critic [31:00 - 36:00] Sairan's tips on handling disappointments and setbacks as an entrepreneur [36:00 - 41:00] Parallels between parenting and leading teams, the power of leading by example [41:00 - 47:00] Sairan's offer of free coaching consultations, and Derek's introduction of his own business Connect with Sairan: LinkedIn: Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the owner of and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Traversing the Private Equity Landscape: Opportunities and Challenges with Brad Zapp
10/10/2024
Traversing the Private Equity Landscape: Opportunities and Challenges with Brad Zapp
Ever wonder what it takes to build a successful business from scratch? Join us as we sit down with serial entrepreneur Brad Zapp to get the inside scoop on his journey from wealth management to founding a cutting-edge digital VC firm. You won't want to miss this eye-opening conversation! Brad Zapp is a CFP, was a former founder of an independent Wealth Advisory Firm, sold that, and founded a Digital Venture Capital firm that uses AI to vet opportunities. he is now bringing his private Strategy to the public by registering with the SEC and will be distributing his fund thru the independent Advisor channel he started his career in. This week on Traversing Entrepreneurship: 0:00:35 - Introducing Brad Zapp 0:02:08 - Brad Zapp discusses transition from wealth management to founding digital venture capital firm 0:05:00 - Differences between private equity and venture capital 0:10:00 - Role of venture capitalists in financing innovative, technology-driven companies 0:13:04 - Evolving entrepreneurship landscape and successful outcomes beyond IPOs 0:14:13 - Success in venture capital, shares examples of successful investments 0:19:24 - Importance of founder psychology, how firm uses it in due diligence 0:26:33 - Firm's digital approach to venture capital, especially during COVID-19 0:32:34 - Using AI and machine learning to enhance investment process 0:39:26 - Story behind "Wendell" name for firm's AI assistant 0:42:02 - Brad discusses biggest challenges in creating, growing VC firm in Midwest Connect with Brad: Website: LinkedIn: Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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An Entrepreneur's Tale of Triumph and Transformation with Christophe Dessaigne
09/28/2024
An Entrepreneur's Tale of Triumph and Transformation with Christophe Dessaigne
Christophe Dessaigne joins us to share his entrepreneurial journey, from starting a tech company helping blind people to co-founding the online grocery store Jack B. He talks about the challenges of the online grocery industry and how Jack B is tackling them. Christophe also opens up about his personal growth, dealing with childhood wounds, and advice for aspiring entrepreneurs. You do not want to miss this episode! Christophe Dessaigne is a co-founder of JackBe, a disruptive, online-only grocery store model based out of Oklahoma City that aims to serve people and build His Kingdom. Prior to that, Christophe spent seven years working for a faith-based private equity firm based in Indiana. Christophe’s previous business experiences spanned several sectors, from technology to media to retail, both in Europe and the US. For each of his previous posts, Christophe was responsible for providing strategic oversight and leadership. Christophe has been married to his wife, Melissa, for 16 years, and together, they have three children—ages fourteen, twelve, and eleven—to keep them busy. In 2022, Christophe and his family relocated to France for a short season but continued to work in the US. Christophe enjoys cooking and hosting family and friends (old and new), traveling, trail running, mountain climbing/hiking, and any outdoor activities. This week on Traversing Entrepreneurship: 0:00:38 - Introducing Christophe Dessaigne 0:01:45 - Speaker's background and early entrepreneurial journey, including a technology company. 0:03:31 - Transition to co-founding Jack B. 0:07:28 - Explanation of Jack B's unique online grocery model, focusing on curbside pickup. 0:09:47 - Comparison of Jack B's model to delivery-focused online grocery services. 0:12:30 - Approach to creating efficiencies in the online grocery industry. 0:15:19 - Top successes and failures with Jack B. 0:19:49 - Pivot towards partnering with big box stores as a solution provider. 0:24:23 - Explanation of Jack B's financial model and potential for market growth. 0:30:16 - Personal journey of addressing childhood wounds and seeking emotional healing. 0:35:59 - Advice for aspiring entrepreneurs and high potential leaders. 0:46:02 - Opportunities for consulting, investment, and connecting. Connect with Christophe: LinkedIn: Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Fearless Finances: Empowering Women to Achieve More with Jenna Biancavilla
09/10/2024
Fearless Finances: Empowering Women to Achieve More with Jenna Biancavilla
Jenna Biancavilla, a multipreneur, joins me in this episode to discuss her journey from pre-med to finance, highlighting her dynamic career shift due to a career assessment. She founded Pearl Capital in 2016, aiming to provide unbiased financial advice. Jenna also launched Savvy, a tech company vetting financial advisors, and an online masterclass, Elevate Your Wealth. She emphasizes the importance of hiring early, delegating tasks, and maintaining a flexible work environment. Jenna advised aspiring entrepreneurs to find their passion, understand their limitations, and have a clear end game. She also stresses the importance of transparency in financial advice and the need for a succession plan. This week on Traversing Entrepreneurship: Jenna Biancavilla's entrepreneurial journey, from pre-med to finance advisor Challenges Jenna faced working in the finance industry at large firms Jenna's decision to start her own firm, Pearl Capital, to better serve clients Additional business ventures, including Savvy and an online course Challenges of managing multiple businesses and the benefits of a holding company Lessons Jenna learned, including mistakes with hiring and firing employees Advice for aspiring entrepreneurs, including finding passion and defining an end game Importance of transparency and trust when working with financial clients Jenna's contact information and encouragement for listeners to reach out Connect with Jenna: Website: thepearlcapital.com LinkedIn: https://www.linkedin.com/in/jennabiancavilla/ Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Stealth Consulting: Guiding Entrepreneurs Through the Chaos with Wesley J. Mathews
08/22/2024
Stealth Consulting: Guiding Entrepreneurs Through the Chaos with Wesley J. Mathews
In this episode, I sit down with Wes Matthews, the CEO and co-founder of Stealth Consulting. Wes shares his journey from the corporate world to the entrepreneurial realm, and how he's now helping other entrepreneurs succeed through his fractional CMO services. Learn about the power of the EOS system, the importance of finding the right team, and Wes' advice for those looking to start or grow their own business. This week on Traversing Entrepreneurship: 0:00:06 meet Wes Mathews 0:01:16 Discussing the start of Wes' entrepreneurial journey. 0:02:45 Transitioning out of the day-to-day operations. 0:05:13 Explaining the trust issues with marketing companies. 0:07:34 Achieving rapid growth with Stealth Consulting. 0:12:52 Comparing entrepreneurship to a boxer's mentality. 0:19:17 Avoiding delusion as a visionary entrepreneur. 0:24:47 Reflecting on the timing of business decisions. 0:33:51 Asking what you really, really want. Connect with Wes: Website: stealthconsulting.com LinkedIn: https://www.linkedin.com/in/wesleymathews/ Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, Derek Dall’Olmo sits down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek is the founder of TreMonte Financial Consultants, LLC and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Overcoming Adversity Through Mindfulness and Entrepreneurship with Dr. Allen Lomax
06/25/2024
Overcoming Adversity Through Mindfulness and Entrepreneurship with Dr. Allen Lomax
Dr. Allen Lomax joins Derek to share his personal journey of overcoming struggles and setbacks through mindfulness, empathy, and personal growth. They discuss their experiences in real estate investing, including strategies for raising capital and sourcing properties, and the importance of relationships and validation. They also explore the challenges of providing affordable housing in rapidly growing cities and the rising costs of rent for college students. Through their stories and insights, they emphasize the power of empathy and mindfulness in achieving success and making impactful investments. This week on Traversing Entrepreneurship: [0:00] Introduction - Derek Dall'Olmo welcomes listeners and introduces Dr. Allen Lomax [5:30] Allen shares his personal story of struggles with identity and depression as a young person [10:20] Allen discusses finding fulfillment later in life through therapy, education, and helping others [15:00] Allen talks about his passion for horses and discovering empathy and mutuality in relationships [20:12] Allen explains his evolution from single-family real estate to commercial properties and capital raising for existing syndicates [25:36] Allen discusses how he builds connections through his podcast and relies on it to find potential partners [31:30] Allen talks about using mastermind groups for support and validation in real estate deals [34:46] Derek and Allen discuss lessons around leverage from Allen's past experiences [43:21] Allen bAllences his academic career with real estate investing by leveraging flexibility as a professor [46:03] Derek and Allen discuss affordable housing challenges for local workers in vacation towns [52:08] Derek expresses concerns about rising costs of college housing and its impact on students [55:00] Allen offers a free strategic consultation and wraps up the discussion Connect with Allen: Website: LinkedIn: Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 40 - Automating Your Business to Create Growth and Personal Freedom with Matt Clark
06/11/2024
Episode 40 - Automating Your Business to Create Growth and Personal Freedom with Matt Clark
Derek Dall'Olmo interviews Matt Clark to discuss his experiences in leveraging AI and automation to build successful B2B marketing businesses. They emphasized the importance of finding the right people to hire and train, and highlighted the need for high-quality clients and the challenges faced by car dealerships in the current market. They also discussed their approaches to scaling sales and lead generation on LinkedIn, and prioritizing freedom and lifestyle in their businesses. Additionally, they discussed the importance of accountability in business, particularly in the context of marketing efforts, and emphasized the need for agencies and clients to work together to ensure timely responses, progress tracking, and responsible decision-making. This week on Traversing Entrepreneurship: Matt Clark, CEO of Virtual Edge, shares insights on B2B marketing with AI and automation. Automating sales processes using LinkedIn. Identifying ideal clients for B2B service providers. Using AI to enhance networking and sales on LinkedIn. Building systems for business success, personal freedom, and client success. Taking responsibility in business and creating a successful marketing strategy. Entrepreneurship, business growth, and tax strategy. Connect with Matt: Website: thevirtualedge.com LinkedIn: Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 39 - Entrepreneurship, Learning Challenges, and Environmental Stewardship with Gerald Rosengarten
05/28/2024
Episode 39 - Entrepreneurship, Learning Challenges, and Environmental Stewardship with Gerald Rosengarten
This episode highlights the career journey of entrepreneur Gerald Rosengarten, from developing leisure suits to real estate projects, with an empire in solar energy. Gerald discusses his experience with dyslexia and efforts to help others with learning disabilities. The discussion provides advice on entrepreneurship, highlighted bureaucratic challenges, and generated action items around advocacy and new product launches. "I went to a men's manufacturer and I was showing the jacket with a woman named Clara Hancock who was the premier writer for menswear daily, which was the main paper, she looked at the jacket and said let’s call it leisure suit and that's how it was done.” - Gerald Rosengarten This week on Traversing Entrepreneurship: 0:25 - Exploring Entrepreneurship, Addressing Learning Disabilities, and Promoting Environmental Stewardship. 7:34 - Innovative Real Estate Development in New York City: A Focus on Unique Properties and Design. 16:25 - Insights into New York City Real Estate: Challenges and Key Lessons. 23:50 - Authoring a Book Amidst the Pandemic: Conquering Dyslexia and Emphasizing Resilience. 28:32 - Enhancing Accessibility: A Personal Journey Overcoming Dyslexia. 36:01 - Tackling Dyslexia: Utilizing Reading Overlays for Better Comprehension. 42:02 - Navigating Real Estate Development: Exploring Connections with Russia. 48:56 - Driving Success in Entrepreneurship: Book Promotion and Innovative Product Development. 55:42 - Strategies in Entrepreneurship: Tax Planning and Pioneering New Products. Connect with Gerald: Website: Get his book: amazon.com/Jump-Train-Dyslexic-Entrepreneurs-50-Year/dp/1637556160/ About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 38 - Saying No to Make Room for Yes: Prioritizing Values Over Profits in Business with Josh Traeger
05/14/2024
Episode 38 - Saying No to Make Room for Yes: Prioritizing Values Over Profits in Business with Josh Traeger
In this episode Josh Traeger joins Derek Dall'Olmo to discuss his experience starting a law practice in Traverse City, Michigan. They share their perspectives on the challenges and rewards of starting a business in a small town, emphasizing the importance of community involvement and personalized service. They also discuss legal standards and procedures in military courts, and the difficulties and rewards of prosecuting child sexual assault cases. Additionally, they touch on the growing trend of individuals in small towns pursuing entrepreneurial careers, and share their insights on ethical dilemmas in business and the legal profession. “If I'm working with small business, not only do I want to get that small business in the right direction, from an entity formation perspective, from a trademark perspective, from a managerial perspective, but the reason I want to do that, and the conversations I have with that client are around how they can build successfully for the future, so that they can contribute back to the community in which we exist.” - Josh Traeger This week on Traversing Entrepreneurship: 0:00 Military legal career, from prosecutor to founding a law firm. 7:48 Military trials and the challenges of prosecuting child sexual assault cases. 13:57 Military members' criminal behavior and the legal firm representing them. 21:51 Entrepreneurial spirit in Traverse City, Michigan, with a focus on legal services. 25:47 Legal practice vision and values, with a focus on community building and rehabilitation. 31:16 The importance of personal connections and unique value in a business. 35:16 Launching a legal business in Traverse City, Michigan, with challenges related to cost, access to capital, and overestimating experience. 40:55 Lawyer's struggles with branding, marketing, and learning curve in a new practice area. 47:14 Prioritizing values and saying no to opportunities that don't align with them. 53:12 Seeking help and support in entrepreneurship. 58:11 The importance of collaboration and seeking outside validation in entrepreneurship. 1:02:43 Loneliness and community building in northern Michigan. Connect with Josh: Website: LinkedIn: Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 37 - Articulating Your Vision: Helping Entrepreneurs Plan for Success with Natasha E Davis
02/20/2024
Episode 37 - Articulating Your Vision: Helping Entrepreneurs Plan for Success with Natasha E Davis
Natasha E. Davis, affectionately known as “The Chief Visionary” is the CEO and founder of Impact Branding Consulting, Inc. and the CRM software platform The Profit Enhancer Analysis. Natasha specializes in positioning the daily operations of corporations and government agencies to perform in alignment with the vision of the leader through strategic planning and branding. Her specialty is helping entrepreneurs, companies and government create brands that have a sustainable & profitable impact. She believes that every business owner and leader should Think Big; Build Momentum and Scale Fast. In this episode Derek is joined by Dr. Tonya Robertson, founder of Focus Training Solutions, as she shares her journey from teen mom to entrepreneur and her expertise helping businesses streamline onboarding and training. Tonya discusses overcoming obstacles through perseverance and education. She shares tips for CEOs on letting go of control, auditing company needs, and hiring for culture fit over skills. Tonya also emphasizes the importance of developing employees long-term through clear career paths, continuous learning, and making work enjoyable. “You can't go that extra level, you can't scale without delegating. And let me tell you, people don't realize how hard it is, it's not as easy as we think. You think you're gonna delegate, you're not, it's not that easy." - Natasha E. Davis This week on Traversing Entrepreneurship: Delegating tasks and entrepreneurship. (0:05) Transferring skills from trauma nursing to business ownership. (2:11) Career transition from nursing to business. (8:14) Business growth and strategy with a nurse-turned-consultant. (11:35) Developing a software tool for consultants. (17:50) Scaling a business through delegation and diversification. (20:13) Entrepreneurship, business growth, and overcoming obstacles. (26:32) Our Favorite Quotes: “My goal within the first 12 months is to create a 10 10 10 experience and as 10% increase in revenue 10% decrease in waste and 10% increase in productivity.” - Natasha E. Davis “It took me about seven or eight years when I realized you need to get it together girlfriend because if this is what you're really doing, once you get a taste of true independence as a business woman and this is what you love, it is very hard to go back to work for people.” - Natasha E. Davis Connect with Natasha: Website: www.ImpactBrandingConsulting.org LinkedIn: https://www.linkedin.com/in/NatashaDavisVisionary About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 36 - Overcoming Entrepreneurial Fears with Dr. Tonya Robertson
01/23/2024
Episode 36 - Overcoming Entrepreneurial Fears with Dr. Tonya Robertson
Dr. Tonya Robertson, the learning and strategy specialist is the Founder and CEO of Focused Training Solutions, a company that is committed to curating instructional learning tools designed to optimize performance in the workplace. Dr. Robertson has worked with numerous C-Suite Executives of well-known companies to create training materials that will guide their team to success and establish good retention among their employees. Alongside working tirelessly to help others be productive in the workplace, Tonya also devotes her time to organizations such as the Association of Talent Development and Dell’s Women Entrepreneur Network. She has also received a Doctorate Degree in Education and eLearning. To learn more about Tonya and her work, visit www.focusedtrainingsolutions.com In this episode Derek is joined by Dr. Tonya Robertson, founder of Focus Training Solutions, as she shares her journey from teen mom to entrepreneur and her expertise helping businesses streamline onboarding and training. Tonya discusses overcoming obstacles through perseverance and education. She shares tips for CEOs on letting go of control, auditing company needs, and hiring for culture fit over skills. Tonya also emphasizes the importance of developing employees long-term through clear career paths, continuous learning, and making work enjoyable. "You've got to continue developing your people. You can never stop developing your people." - Dr. Tonya Robertson This week on Traversing Entrepreneurship: Entrepreneurship, onboarding, and control. Overcoming obstacles and pursuing entrepreneurship despite naysayers. Education, and training solutions. Streamlining business operations through onboarding and training programs. Delegating tasks and hiring for a business. Leadership, retention, and employee onboarding. Business growth and technology adoption. Team building strategies. Hiring and retaining employees with a focus on culture and career growth. Our Favorite Quotes: "This is your baby, you built this thing from the ground up. And you know, it's like hey, how dare you come here and mess up what I built, you're not going to do that." - Dr. Tonya Robertson "I just had to completely fire myself, because I just had to fire myself from the process." - Dr. Tonya Robertson Connect with Dr. Robertson: Website: www.focusedtrainingsolutions.com LinkedIn: https://www.linkedin.com/company/focused-training-solutions
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Episode 35 - From Corporate Job to Land Investor: Nolan Miracle's Unconventional Path to Success
11/28/2023
Episode 35 - From Corporate Job to Land Investor: Nolan Miracle's Unconventional Path to Success
Nolan Miracle is the founder and owner of The Property Miracle, LLC, a raw land investment company. Since founding the business in January of 2021, Nolan and his team have acquired nearly 40 properties and have generated hundreds of thousands of dollars in profits. With a national remote business model, they've bought and sold land all over the country from the comforts of their desks. Nolan Miracle joins us to discuss his unconventional path from corporate tech job to founding a successful land investment company, Property Miracle LLC. He details his journey of learning the business through education programs, closing his first deal after six months of hard work, and pivoting his marketing strategy to rapidly scale his pipeline. Nolan also shares tactics for funding deals through private investors, overcoming headaches like unknown property issues, and his vision for incorporating new technologies like blockchain and AI assistants into the future of land investing. “I'm always looking to partner with additional folks, it is very much a relationship based thing, right? You want to do business with people that you like, and that you trust. And that's super important.” - Nolan Miracle This week on Traversing Entrepreneurship: Introducing Nolan Miracle Raw land investment vs traditional real estate. Real estate investing and the first deal. Building a real estate investing business with a team. Funding real estate deals using other people's money. Real estate investing and building relationships. Land real estate investing and its future. Entrepreneurship, finance, and technology. Our Favorite Quotes: “If you've got the entrepreneurial bug, and you're gonna start something, do not treat it like a hobby. Especially if it's going to be your bread and butter, and you want to do this full time. Be persistent, is the point, I don't care if you're sick, I don't care if you have a headache, get to your desk and get some work done, move the needle forward, every single day, especially in the beginning, as a solo entrepreneur” - Nolan Miracle “You do business with people you know, like and trust – that trust portion takes time to build, I don't care what business you're in, it takes time to do what you say you're going to do, by the time you said you're going to do it.” - Derek Dall’Olmo “I think the biggest thing was probably learning how to have the conversation with the seller to actually get it across the finish line” - Nolan Miracle “I feel like I’ve made every mistake possible I can make this year. But the one positive thing that I feel like I've done with starting a team.” - Nolan Miracle Connect with Nolan: Website: www.propertymiracle.com Email: [email protected] LinkedIn: https://www.linkedin.com/in/nolan-miracle-49278351/ About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 34 - Matt Lesser Returns to Discuss the Pillars of Empathy, Empowerment, and Excellence in Leadership
11/14/2023
Episode 34 - Matt Lesser Returns to Discuss the Pillars of Empathy, Empowerment, and Excellence in Leadership
Matt Lesser started his career leading his family’s struggling business. It quickly failed, and Matt experienced a suicidal depression. Out of the ashes, a new business emerged and grew from three people to nearly two hundred while experiencing a twenty-fold increase in revenue, before selling to trusted competitors. Matt then served in a C-Suite role in private equity for 12 years, before serving transitional C-Suite roles in banking and commercial uniforms. Matt founded Uniquely Normal, LLC in 2021 to equip leaders to solve their costly people-related challenges by building flourishing organizations on the pillars of Empathy, Empowerment, and Excellence, which is the focus of Matt’s second book, "unEngaged: Building Flourishing Organizations" (released 24 OCT 2023). Matt is the best-selling author of "unSatisfied: When Less is More" and has served as a keynote speaker as well as a facilitator of rooms packed with leaders around the world for more than twenty years now. In addition, Matt is a certified executive coach as well as certified in nearly twenty personality, preference, and leadership assessments. Matt married his elementary school sweetheart in 1996 and lives in northeast Indiana with his family. Derek Dall'Olmo welcomes Matt Lesser back to the podcast to discuss Matt's new book on building flourishing organizations. Matt provides an overview of the three pillars of empathy, empowerment, and excellence that are the focus of his book. He explains each pillar in detail and how they contribute to developing engaged team members. Derek digs into how leaders can implement these concepts within their own organizations. "Organizations do not become flourishing by accident. People do not become flourishing by accident. It requires intentionality." - Matt Lesser This week on Traversing Entrepreneurship: Building a successful business and overcoming challenges. Leadership book with three pillars of empathy, empowerment, and excellence. Leadership, empathy, and effective communication in business. Empathy in leadership and its impact on employee retention. Empowering employees with clear expectations and authority. Leadership, empathy, and excellence in an organization. Organizational excellence and team member motivation. Identifying and developing top performers in an organization. Acquisition strategies and addressing core fears and insecurities. Our Favorite Quotes: "Empathy really boils down to two things, two practices, understanding and listening." - Matt Lesser "Empowerment is all about letting people do the job that you hired them to do." - Matt Lesser "Excellence is having a compelling vision that is aligned, supported, and communicated." - Matt Lesser Connect with Matt: Website: Email: [email protected] LinkedIn: www.linkedin.com/in/matthew-lesser About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 33 - Asking the Universe and Taking Action with Martin Salama
10/24/2023
Episode 33 - Asking the Universe and Taking Action with Martin Salama
For over a decade Martin Salama, The Architect of The Warrior's L.I.F.E. Code has been helping entrepreneurs shift from worry and lack to abundance and being a L.I.F.E. Warrior! Why spend your time worrying when you can be Living Incredibly Full Everyday! In this episode Martin Salama shares his journey of overcoming bankruptcy and divorce to become a successful life coach and author. He discusses tools like stopping reactions and starting responses, focusing on strengths over weaknesses, and leveraging others' expertise. Martin also provides business advice around emotional intelligence, leadership, and finding one's zone of genius rather than trying to do everything oneself. Listen to this episode to understand how facing adversity can cultivate important skills and mindsets for running a resilient company. "Are you truly being a leader in your business? No matter what kind of management position you’re in, you’re a leader.” - Martin Salama This week on Traversing Entrepreneurship: Introducing Martin Salama Develop self-awareness over self-consciousness by focusing inward on strengths rather than outward on others' opinions. Practice stopping reactions and starting thoughtful responses to difficult situations and conversations. Identify your zone of genius and stay within it, leveraging others' expertise rather than trying to do everything yourself. Build emotional strength through habits like self-coaching with tools like the 1-3-5 scorecard. Lead from a place of serving others rather than expecting to be served as the sole decision-maker. Face hardships with a growth mindset, knowing adversity can cultivate important leadership skills for business success. Our Favorite Quotes: "I was always an entrepreneur, even when I was 11- 12 years old.” - Martin Salama “If I charge $350 or $500 an hour for professional services, that's kind of where I draw the line. But if I can go out and create revenue at this rate, why would I be doing something at a lower rate over here? It's way more beneficial for me to find the WHO to do XYZ. So I can do the how over here.” - Derek Dall’Olmo "Are you acting as a boss? Are you barking out orders? Or are you being inclusive in the conversations?" - Martin Salama Connect with Martin: Website: LinkedIn: www.linkedin.com/in/martin-salama-cpc-eli-mp/ About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 32 - Exponential Digital Growth with Michael Begg
10/10/2023
Episode 32 - Exponential Digital Growth with Michael Begg
Michael Begg is the Co-Founder and CEO of AMZ Advisers, a global digital marketing agency with locations in North America, Asia and Europe that provides Amazon services for brands and manufacturers looking to maximize their growth. Services include Amazon SEO, Advertising, Inventory Management, Marketing Strategy and Performance Reporting. This episode features Michael Begg, an expert in e-commerce and digital marketing. He shares his journey from real estate to building a successful Amazon agency, AMZ Advisors. This episode dives into topics such as understanding business motivations, scaling brands on Amazon, and the challenges and strategies involved in establishing a presence in Latin America. "We have clients that are already doing TikTok shops and they're going from doing $7,000 per day on Amazon to doing like $55,000 a day just from starting to publish content." - Michael Begg This week on Traversing Entrepreneurship: Introducing Michael Begg Transition into selling products on amazon. How do you scale a brand? Steps to start a business in Mexico. Strategic partnerships to grow their business. How to scale on amazon. Perceptions of e-commerce in Mexico. Advice for people who are starting their own business. How to build trust with clients. Our Favorite Quotes: "Within about five months of being in Mexico, we were making enough money to support ourselves." - Michael Begg “I always tell clients exactly what's going on throughout the process, whether or not you think it affects you, or whether or not you like what's going on? Here's what's going to happen. So you understand why, you know, the what, why, how, etc. Because it builds trust. Really, in any business, there is a trust element.” - Derek Dall’Ollmo "Investing in Amazon gives you a sales lift across all of your sales channels." - Michael Begg "There's plenty of platforms that make it a lot more doable now, the fees are a lot more reasonable." - Michael Begg "Essentially because we have a foreign business, a foreign controlled entity, we have to do our filing in Mexico first and then we have to translate it to English." - Michael Begg Connect with Michael Begg: Website: https://amzadvisers.com/ About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 31 - Gospel Roots: A Non-Traditional Approach to Music Education with Marshall White
09/26/2023
Episode 31 - Gospel Roots: A Non-Traditional Approach to Music Education with Marshall White
Marshall White, is CEO and founder of Unity Performing Arts Foundation and Director/Life Coach for the Voices of Unity Youth Choir. Marshall has three children Markeyta, Kamia, and Evan White and a stepson Chad Blackmon. He is married to Cynthia White. Mr. White has been shaping and molding young lives for more than 30 years. He is an accomplished musician, music and vocal coach, choral director specializing in teaching the soulful choral singing style and inspiring choir members to reach their ultimate potential by striving for excellence. In today’s conversation, Derek sits down with Marshall White to discuss his journey from church pews to classrooms. Marshall shares his unique journey in the music industry, starting at a young age in his father's church. Initially self-taught, he went on to receive formal training but found it lacking in cultural relevance. In response, Marshall took on roles in educational settings like Northrop High School and Purdue University to teach soulful choral music and other styles that resonate with communities of color. This led to the foundation of Unity Performing Arts Foundation, aimed at educating young people in various soulful genres while equipping them with life skills. Marshall shares his insight on the significance of preparation and resilience, citing the likes of Michael Jordan to underline that achieving greatness comes with its own set of challenges and sacrifices. "If you're not conditioned, and I say this skillful, knowledgeable, equipped, conditioned, prepared, if you don't go through that process, before you get in the realm of great things, you will be conquered." - Marshall White This week on Traversing Entrepreneurship: How Marshall got started in the music industry. Minority children in the music community. Setting the standard of excellence for the choir. Singing at Carnegie Hall and the Lion King musical. Creating a multi-faceted platform. The philosophy behind the unity model. What is a success plan? The responsibility of being the target. Three things to do to do nothing. The importance of prioritizing your priorities. The heart of the effort and effort. Advice for people looking at starting a nonprofit. Our Favorite Quotes: “This could end up becoming a replicable model across the country, as an artistic and youth development platform, that it will be its first of its kind. And that will catch on, like the Boys and Girls Club and the Big Brothers Big Sisters in the YMCA of the 20th century. This will be the 21st century replicator.” - Marshall White “That is inherently the line that we walk as entrepreneurs, to say, where is that line of, am I being consumed by the business? Or am I not spending enough time on that? You know, it's a very fine line that you can go down a rabbit hole both ways.” - Derek Dall’Olmo "I started in my father's church around the age of 9-10 years old was when I actually had a desire to, to learn the instrument and the piano." - Marshall White "I think there, that was a unique situation, because most people who go into music, for a degree usually have an educational focus for music." - Marshall White Connect with Marshall White: Website: https://upaf.com/ About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 30 - Trading Energy, Words, and Wisdom with Mike Zaccardi
09/12/2023
Episode 30 - Trading Energy, Words, and Wisdom with Mike Zaccardi
Mike Zaccardi, CFA, CMT, provides expertise on analyzing investments and writing on personal finance, in addition to occasionally teaching at the University of North Florida. He loves to communicate financial information in a down-to-earth, easy-to-understand way. While he enjoys crunching the numbers and analyzing portfolios, Mike always keeps a focus on what it means for clients. In this episode, Mike Zaccardi shares his unique journey, from breaking into the financial sector to managing power generation during tumultuous times such as the Texas energy snafu. As he dives into his transition from teaching and trading to full-time freelance writing, Mike highlights the importance of balancing work and life. Storytelling emerges as a recurring theme, underpinning his teaching methods and adding depth to financial narratives. Through captivating tales, he underscores the power of narrative in finance and its potential to influence investors. Personal experiences, including a life-changing stroke in 2020, add a layer of introspection, emphasizing the true value of life beyond just money. “My advice would be, do what you can to identify what your passions are. What is it that when you're doing it, you lose all track of time? It doesn't have to be the most fun thing ever. But if it's something that really motivates you, and drives you, that'll be kind of a clue.” - Mike Zaccardi This week on Traversing Entrepreneurship: Managing power generation for a power company. How Mike broke into the financial industry. Behavioral aspects of trading. Transitioning from the working world to the retired world. Using stories to humanize teaching. The power of storytelling and how it helps investors. Advice to someone who wants to start their own business Our Favorite Quotes: “The fact that who we are today is shaped by our experiences. But our future, we own our futures, and those things can certainly be changed.” - Mike Zaccardi “I had a stroke back in 2020. That changed my perspective on life very quickly, I became mortal. I'm not gonna worry about whether I have my full emergency fund, – I'm still going to keep an emergency fund. But I'm not worried if I go 10 grand under my emergency fund, because we wanted to do something that is an experience.” - Derek Dall’Olmo “Storytelling is certainly powerful. Everything that we're wired for is, is geared towards stories.” - Mike Zaccardi “You don't want to be married to a job and you don't want your identity necessarily to be your job. Those are very hard things to negotiate as an individual.” - Derek Dall’Olmo Connect with Mike Zaccardi: Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 29 - The Return of Matt Hodges! Winning Strategies in a Cutthroat Real Estate Market
08/22/2023
Episode 29 - The Return of Matt Hodges! Winning Strategies in a Cutthroat Real Estate Market
Matt Hodges is the Managing Broker and Owner of Kultura Real Estate. With over 16 years of experience, he specializes in residential listings and purchases in the greater Grand Traverse region. Matt is an industry leader, currently serving as a Director on the Michigan Association of Realtors Board of Directors. Matt has also served on Aspire North Realtors Board of Directors, the local association for over 4 years and was honored as board president in 2022. In addition to his work at Kultura Real Estate, Matt is a US Navy veteran who is passionate about helping his community. In this podcast transcript, real estate professionals Matt Hodges and Derek Dall'Olmo discuss the current state of the housing market and offer insights into how buyers and sellers can navigate this challenging environment. They touch upon the impact of rising interest rates, the lack of inventory, and the evolution of the housing market over the past few years. Matt discusses the similarity between the national and Michigan real estate markets, emphasizing the impact of rising interest rates and the persistent issue of low inventory. He draws a comparison to the housing market crash of 2008, explaining how the lack of construction during that time has led to a significant gap in new construction units today. "If you're going to buy your largest investment of your life, your first home or your move-up home, you want to be a student of that industry before you buy or before you sell, understand what's going on." - Matt Hodges This week on Traversing Entrepreneurship: The current state of the housing market. The unique challenges facing the Michigan housing market. How has the housing market evolved over the years? Leadership in times of fear. Pricing properly and getting offers. How to get the most out of your house? How can buyers and sellers manage expectations? Check out our favorite newsletter. Our Favorite Quotes: "We're not even touching the surface on the 1000s of units that we need, almost 10,000 units in this area that we need for housing, whether it's rental or single family." - Matt Hodges “Everything is predicated on supply and demand, right? It seems that there's not an overabundance of supply, at least here in northern Michigan. It's like a house comes on the market and you're gonna have 10 to 15 offers, because there are lots of people willing to buy, but not a lot of supply” - Derek Dall’Olmo "This is the time where you take advantage, find the deals where you can do something in this market because you're gonna make money 5 to 10 years from now." - Matt Hodges “With the younger generation of buyers of let's say the, you know, low to mid 30 Somethings right now, who are looking at maybe it's their first house. But oh, well, I want to wait until interest rates go back down. And to me, that's a mistake.” - Derek Dall’Olmo "If it's a competitive home, make sure you've got some things. And then from a listing agent standpoint, a lot of times from the seller standpoint they're looking at, if it's a Florida buyer using a Florida lender." - Matt Hodges "Just prepare to be disappointed, whether you're going to lose a multiple offer bid, whether your terms from a seller standpoint aren't exactly what you were hoping for." - Matt Hodges Connect with Matt Hodges : Email: [email protected] About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 28 - Introducing Alex Repo + NIL (Name, Image, Likeness)
08/08/2023
Episode 28 - Introducing Alex Repo + NIL (Name, Image, Likeness)
In this episode we welcome Alex Repo, the newest member of the TreMonte team! Hear Alex’s story about how he went from working in a factory, to eventually serving as Derek’s caddy and ultimately joining the TreMonte family. We discuss the impact of NIL deals in college, highlighting the newfound opportunities for athletes to monetize their personal brand. We keep the conversation fun and lighthearted while we discuss the varying implications for athletes at different stages of their careers, from highly touted prospects to lesser-known talents. "A lot of athletic departments have boosters, very wealthy people who donate money to an athletic department. Now they're forming these collectives." - Derek Dall'Olmo This week on Traversing Entrepreneurship: Alex’s background. What is NIL and what does it mean? What is the impact of NIL on the college athletics landscape? Looking at the female college athletes. Advice for college athletes who need financial help. Is there a runway for women’s basketball? Derek’s introduction. Our Favorite Quotes: "They are forming these things called collectives and IO collectives, where they pool a bunch of money together for a specific school." - Derek Dall'Olmo "I guess in theory, NIL was supposed to give every school an equal chance at convincing an athlete to attend. In practice, the field is far from level." - Derek Dall'Olmo "One of the big names, LeBron James, his son is now going to be attending USC next fall. He has inked an NIL deal worth almost $7 million." - Derek Dall'Olmo "I got an instapot this weekend, haggled on the marketplace, threatened in front of everything. Hashtag his is 30" - Melissa About TreMonte and Traversing Entrepreneurship Podcast: Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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Episode 27 - Realtor Success Secrets with Kellie Sergent
04/25/2023
Episode 27 - Realtor Success Secrets with Kellie Sergent
Kellie Sergent is a realtor based in Northern Michigan. Before becoming a realtor, Kellie worked in parks and recreation where she found the opportunity to combine three of her passions: people, community, and making an impact. Today, as a realtor for CENTURY 21, Kellie remains passionate about creating community by helping people find their perfect home, dream vacation retreat, or business venture. She holds a Bachelor’s degree in Parks and Recreation from Michigan State University and a Master’s degree from Central Michigan University. Kellie joins us today to share her passion for the real estate industry. She describes her professional background and how she pivoted from parks and recreation to real estate. She explains how she built her career in real estate after the 2008 financial crisis and highlights how being in a community of realty professionals helped her grow her business. Kellie also underscores why being humble and a good listener is essential to being a great realtor and offers advice to people who want to start a career in real estate. “Remain level-headed and professional. Don’t let other people’s emotions influence how you represent them, because they’re counting on you to be the intermediary looking out for their best interest.” - Kellie Sergent This week on Traversing Entrepreneurship: Kellie’s background and career path to real estate Her process for real estate marketing Why Kellie decided that real estate was a great career path for her Building a business during an economic crisis How a network and community of real estate professionals helped Kellie’s career The value of integrating 3D house plans, videography, and photography into a realty business Establishing concrete boundaries as a self-employed person My experience buying our first house How the real estate market has evolved over the years What keeps Kellie motivated to work in the real estate industry Kellie’s fairy hair and how she manages her wellbeing amid the stresses of being in business Her advice to people who want to get into the real estate industry Our Favorite Quotes: “All of us in business struggle with our egos to some degree.” - Derek Dall’Olmo “For the last 12 plus years, my mantra has always been ‘It’s not about me. It’s always about the client.’ If you make it about the client, none of the other stuff matters.” - Derek Dall’Olmo “Our industry is constantly evolving; stay up-to-date, committed, passionate, and show up every day.” - Kellie Sergent Connect with Kellie Sergent: About TreMonte and Traversing Entrepreneurship Podcast Traversing Entrepreneurship is a show for and about business owners in Traverse City, Michigan and beyond. In each episode, co-hosts Derek Dall’Olmo and Melissa Niedzielski sit down with local business owners and the professionals who serve them to talk about business building, life, money, taxes, family — and all the ups and downs that come with doing something different. Join us to hear their stories and lessons learned — and to get inspired about what might be possible in your own business. Derek and Melissa work together at and TreMonte TreMonte Tax Solutions, LLC (together referred to as “TreMonte”). TreMonte works with business owners and entrepreneurs to develop a proactive tax strategy that maximizes after-tax profits. It is TreMonte’s goal to bridge the gap between Financial Advisors and Accountants by serving as CFO to their clients. This show is for informational purposes only and should not be viewed as personalized financial, investment, tax, or legal advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Please email Derek Dall’Olmo at with questions and comments or to schedule a one-on-one conversation. TreMonte Page | Follow Derek on | Follow Melissa on Subscribe: | | | | | | If you enjoy the show, please leave a review on iTunes to help others discover the podcast.
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