From Wall Street to Wealth Management: Lessons for Entrepreneurs

This week’s guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob’s journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs.

We explore strategies for financial independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, money, relationships, and purpose.

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Don’t miss this inspiring and actionable episode. Listen now!

Where to find Bob:

https://oswegoprivatewealth.com

https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

In this episode of the Measure Success Podcast, Greg Selkoe, co-founder of XSET and e-commerce pioneer, dives into the intersection of gaming, culture, and business.

Highlights:

• Greg’s journey from founding KarmaLoop to creating XSET.

• How gaming integrates with music, fashion, and art.

• Lessons on leadership, team-building, and business exits.

Subscribe and set notifications to our YouTube Channel.

Discover how Greg combines passion for culture with business strategy to create impactful brands. Listen now and learn how to innovate with purpose.

Where to find Greg:

https://xset.com/

https://www.linkedin.com/in/greg-selkoe-3b9964ab/

Connect with Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

Why do 70% of strategies fail, even with the best tools and methods?

In this episode of the Measure Success Podcast, Carl J. Cox talks with Norman Wolfe, founder of Quantum Leaders and author of The Living Organization. Norman explains why traditional planning falls short and highlights three fields of energy—activity, relationships, and context—that drive real success.

Learn how to identify hidden beliefs holding your organization back and how to align your team for meaningful outcomes.

Tune in now to rethink strategy and start measuring success.

Subscribe and set notifications to our YouTube Channel.

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Connect with Norman:

Website: www.quantumleaders.com

LinkedIn: https://www.linkedin.com/in/wolfe/

Facebook: https://www.facebook.com/norman.wolfe.5

Twitter: https://twitter.com/nswolfe

📚 Get a Copy of The Living Organization - Transforming Business To Create Extraordinary Results: https://a.co/d/eRSoczU

Connect with Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

🎧 Measure Success Podcast

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

🎧 $4M Strategies Podcast

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2