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.

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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.

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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

Aligning sales strategy with business goals is critical for success, but it’s not always easy. In this episode of the Measure Success Podcast, Frank V. Cespedes, author of Sales Management That Works, shares strategies for driving enterprise value through effective sales practices.

From leveraging AI for sales productivity to improving data quality and setting stretch targets, Frank offers actionable tips for leaders.

Need help with the accuracy of your financials? Let 40 Accounting Help!

🎧 Tune in to learn how to connect sales with strategy

Where to find Frank:

Website: https://frankcespedes.com

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

📚 Read Sales Management That Works: How to Sell in a world That Never Stops Changing

https://a.co/d/aL0ZxM3

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

Transforming culture takes courage and clarity. On this episode of the Measure Success Podcast, Don Lindsey reveals how he turned Precision Machine and Manufacturing into a high-performing organization.

From doubling revenue to creating a culture where employees thrive, Don shares the strategies that drove success. Learn how clear expectations, accountability, and servant leadership reshaped his team and boosted profitability.

Don't miss this conversation packed with insights for leaders aiming to create lasting change.

Subscribe and set notifications to our YouTube Channel

🎙️ Listen now on your favorite podcast platform!

Where to find Don:

Website: https://premach.com/

LinkedIn: www.linkedin.com/in/donlindsey

Facebook: https://www.facebook.com/pr3mach

Instagram: https://www.instagram.com/precision_machine_mfg/

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

What does it take to scale a business from $20K to multi-millions? In this episode, Rich Moyer shares how he navigated entrepreneurship, from building his first company to running successful franchises.

You’ll learn why location is key for retail success, the importance of building a strong team culture, and how taking calculated risks can unlock freedom and growth. Rich also reflects on balancing his growing family with a busy career.

Whether you're a new entrepreneur or seasoned executive, this episode is full of insights to inspire your next move.

Podcast Sponsor: Oswego Private Wealth Management

Subscribe and set notifications to our YouTube Channel.

Where to find Rich:

Website: https://hoppinbrands.com/

LinkedIn: https://www.linkedin.com/company/hoppin-brand

Facebook: https://web.facebook.com/HoppinCharlotte/?_rdc=1&_rdr

Instagram: https://www.instagram.com/hoppinclt/

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, Jim Huling shares the secrets behind the Four Disciplines of Execution (4DX). With years of experience implementing 4DX across thousands of teams, Jim discusses how narrowing focus, leveraging leading measures, and creating accountability can lead to outstanding results. Hear his valuable tips for building a disciplined team environment that achieves success beyond expectations.

Podcast Sponsor: Oswego Private Wealth Management

Is it your turn to be a podcast sponsor? Find out how!

Listen in and apply these strategies to enhance your organization’s focus and engagement!

Connect with Jim:

Website: http://jimhuling.com

LinkedIn: LinkedIn.com/jimhuling

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

On this episode of the Measure Success Podcast, Carl J. Cox chats with Jack Espy, the creative force behind Spirited Hive. Jack reveals the twists and turns of his unexpected journey from real estate to entrepreneurship, including how he’s growing a unique product in a crowded industry. He shares how he defines success, manages investor expectations, and the values that guide his brand’s growth.

Tune in to hear Jack’s refreshing approach to building a company and staying focused. This episode is packed with insights for anyone looking to make their mark.

Podcast Sponsor: Oswego Private Wealth Management

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Listen now to be inspired!

Connect with Jack:

Website: https://www.spiritedhive.com/

Facebook: https://www.facebook.com/spiritedhive/

Instagram: https://www.instagram.com/spiritedhive/?hl=en

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