Who Ya Know Show

Auteur(s): Trevor Houston
  • Résumé

  • Unlock your hidden potential with the Who Ya Know Show by ClearPath Wealth Strategies, where 'Who Ya Know' can make all the difference in your wealth, health, business, career, relationships and life! Join Trevor Houston and Mark Elder as they interview industry top experts to uncover success blueprints and actionable steps for becoming your best self. As licensed financial professionals, they also offer insurance and financial products through various carriers. Content is for informational purposes only. Guest views/opinions do not reflect the hosts. For more info, visit 👉 CPWstrategies.com
    Trevor Houston
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Épisodes
  • Alyssa McEwen | Secrets to Startup Success: Inside Harmonious and Storybook Ventures
    Jan 30 2025

    About the Guest(s):

    Alyssa McEwen is a dynamic entrepreneur and the CEO of Harmonious, a company revolutionizing the investment industry with technological innovations, especially in fund administration and special purpose vehicles (SPVs). Alyssa resonates with entrepreneurship through her family’s business background in Utah. Her expertise expands to managing multiple ventures, including Storybook, where she plays a pivotal role in offering investment opportunities. With a foundation in software engineering, Alyssa is transforming the industry's landscape while advocating for gender diversity and inclusion within traditionally male-dominated financial sectors.


    Episode Summary:

    In this fascinating episode of the "Who You Know Show," host Trevor Houston chats with Alyssa McEwen, CEO of Harmonious. Alyssa shares her journey from growing up on a family ranch in Utah to becoming a leading figure in the fintech and investment sectors. Her story is one of grit, perseverance, and innovation, as she seeks to transform the fund administration field using cutting-edge technology. Her insights into creating harmonious business systems and networks are sure to inspire listeners aiming to elevate their professional growth.

    The conversation dives deep into Alyssa’s entrepreneurial experiences, emphasizing the importance of grit and hard work while navigating the business world. She reflects on overcoming industry challenges, the importance of mentorship, and the power of building genuine relationships. Alyssa also discusses the significant impact of harmonious team dynamics and an inclusive company culture in achieving business success. Whether you’re an entrepreneur, a job seeker, or someone looking to enhance their professional journey, this episode offers invaluable lessons and inspiration to forge ahead.


    Resources:

    • Alyssa McEwen LinkedIn: https://www.linkedin.com/in/alyssalmcewen/
    • Career Transition Summit: https://event.webinarjam.com/register/67/04404igv
    • LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠
    • Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠
    • Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com


    Chapters:(

    0:00) Alyssa McEwen's Journey to Launching Harmonious in Private Investments

    (2:46) Lessons in Hard Work and Grit From Ranch Life

    (5:25) Overcoming Challenges and Building Relationships in Fund Administration

    (13:33) Discussing Dog Breeds and Pet Ownership

    (14:16) Overcoming Obstacles and Pursuing Unicorn Status in Fintech

    (17:47) Alyssa McEwen's Journey to Becoming a Unicorn in Fund Administration

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    24 min
  • David O'Hara | The Secret Sauce of Business Growth: Culture, Community, and Capitalism
    Jan 25 2025

    About the Guest(s):

    David O'HaraDavid O'Hara is the President of Improving, a distinguished IT and business solutions company lauded for its innovative approach. With an extensive background in technology and entrepreneurship, David began his journey as a self-taught software developer at the young age of nine. He pivoted from a prospective career in medicine to tech entrepreneurship, selling his first company before joining Improving. David's leadership and strategic insight have been pivotal in the growth and success of Improving, emphasizing a culture of excellence and community involvement.


    Episode Summary:

    In this episode of the "Who You Know Show," host Trevor Houston welcomes David O'Hara, the President of Improving, to dive into the intricacies of building a successful IT and business consulting company. The discussion kicks off with a personal narrative from David about his technology journey and the entrepreneurial spirit that led him to the pivotal role at Improving. Trevor and David explore the complex balance in startups between innovative product development and effective sales and marketing strategies.

    The conversation transitions into Improving's organizational philosophy and how its commitment to culture and conscious capitalism has shaped its trajectory. David highlights the community-focused initiatives like CodeLaunch, which aim to foster startup growth without immediate financial gain for the company, thereby forging lasting relationships based on trust and mutual success. The episode further delves into the strategic growth of Improving through acquisitions, emphasizing the importance of cultural alignment in mergers and acquisitions to ensure seamless integration and shared values.


    Resources:

    • David O’Hara LinkedIn: https://www.linkedin.com/in/davidmohara/
    • Career Transition Summit: https://event.webinarjam.com/register/67/04404igv
    • LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠
    • Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠
    • Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com


    Chapters:

    (0:00) The Importance of Sales and Marketing in Business Success

    (5:32) Improving's Role in Conscious Capitalism and Community Engagement

    (12:42) Building Relationships and Success Through Abundance Mindset

    (16:54) Integrating Company Cultures for Successful Acquisitions

    (21:44) Leveraging Forbes Membership for Business Growth and Recognition

    (25:39) The Future of IT and AI in Business Strategy

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    32 min
  • Todd Krum | The Future of Hiring: Surviving and Thriving in a Tech-Driven World
    Jan 20 2025

    About the Guest(s):

    Todd Krum is a seasoned professional with over 25 years of experience in talent acquisition and executive job search. Throughout his career, Todd has made significant strides in implementing transformational leadership approaches to recruiting and consulting, focusing on client collaboration and strategic alignment. Based in Houston, Todd has honed his expertise primarily in staffing, recruiting, and talent search, with a notable period in IT consulting. Currently, he holds a key position at Sudduth Search, where he continues to drive forward the mission of connecting clients with the right talent while fostering strong, transformative relationships.


    Episode Summary:

    Join Trevor Houston and co-host Mark Elder as they explore the dynamic world of talent acquisition with industry expert Todd Krum at the Code Launch event. This episode unpacks Todd's fascinating journey over 25 years in recruiting, with a focus on transformational leadership and strategic alignment in hiring processes. Highlighting the importance of understanding client needs, Todd shares insights from his experiences, particularly about navigating the evolving tech landscape.

    The discussion takes a deep dive into the future of talent acquisition against the backdrop of technological advancements, including AI. Todd emphasizes the significance of maintaining the human element amidst such changes and predicts an optimistic hiring outlook for 2024-2025 despite potential challenges. The conversation also tackles the intricacies of the hiring process and how AI tools have helped expedite it. Additionally, Todd delves into the challenges of ageism, the importance of skill development, and maintaining relationships for career growth. He stresses the need for alignment and agility in the fast-changing tech hiring landscape.


    Resources:

    • Todd Krum LinkedIn: https://www.linkedin.com/in/toddkrum/
    • Career Transition Summit: https://event.webinarjam.com/register/67/04404igv
    • LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠
    • Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠
    • Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com


    Chapters:

    (0:00) Navigating Talent Acquisition Challenges and Opportunities

    (8:10) The Importance of Networking and Relationships in Business Growth

    (16:35) Rethinking Interview Processes and Compensation for Candidates

    (19:10) Strategies for Effective Job Applications and Networking

    (25:46) Networking Insights with Todd Krum on The Who You Know Show

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    27 min

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