In this episode of the Simply Business podcast, we sit down with Megan Williams, the COO of Meritrust Wealth Management, who shares her inspiring journey through the ever-evolving landscape of financial services. From her unexpected start at Vanguard Group to spearheading innovative projects in financial technology, Megan discusses the pivotal moments that shaped her career and led her to her current role at a dynamic new firm.

Megan offers a rare glimpse into the challenges and triumphs of leaving a large, established CPA firm to uphold the integrity and independence of her current team at Meritrust. She delves into the motivations behind this bold move, emphasizing the importance of aligning with core values and the desire to maintain client-first service amidst the pressures of potential corporate mergers.

Throughout the interview, Megan’s passion for leadership and her embrace of change shine through. She candidly shares the difficulties of navigating a company through significant transitions, the strategic decisions involved, and the personal growth that comes from stepping into the unknown. Her story is a testament to the power of confident leadership and the importance of adaptability in today’s fast-paced business environment.

Listeners will find valuable insights on the intersection of technology and personalized financial advice, and how these elements are reshaping the industry. Megan’s experiences also highlight the crucial role of team dynamics and client relationships in the success of a financial services firm.

Join us for an enlightening discussion that not only charts the path of a financial leader but also provides actionable advice for professionals at any stage of their careers. Whether you’re a seasoned executive or a budding entrepreneur, Megan’s journey offers profound lessons on courage, change, and the relentless pursuit of one’s professional ethos.

In this episode of "Simply Business," we take a deep dive with Johnny Goode, the president of MSP Manufacturing, exploring his unique transition from law enforcement and military service to leading a major player in the aerospace and defense manufacturing sector. Johnny's story is one of resilience and adaptability, traits that shone through during his time as a police officer and a member of the National Guard, which he believes prepared him for the challenges and responsibilities of corporate leadership.

During the podcast, Johnny discusses the complexities of stepping into a leadership role during turbulent times, specifically highlighting MSP Manufacturing's pivotal moments during the COVID-19 pandemic. His strategic decision to diversify the company’s focus beyond aviation to ensure stability and growth showcases his forward-thinking approach. This shift not only stabilized the company during uncertain times but also set the stage for future expansion into new markets.

Johnny’s commitment to fostering a positive corporate culture and his dedication to his team's well-being are palpable throughout the conversation. He shares candid insights about the pressures of leadership, emphasizing the importance of maintaining a resilient mindset and the balance between professional demands and personal life. For Johnny, the well-being of his employees and their families is as critical as the company’s bottom line.

Listeners will find inspiration in Johnny's journey from public service to corporate leadership, his strategic insights, and his heartfelt advice to young entrepreneurs on resilience and the value of learning from failures. This interview not only sheds light on the inner workings of a manufacturing firm but also provides valuable lessons on leadership, adaptability, and the importance of maintaining a work-life balance.

This week, we have the pleasure of featuring Jeremy Shere, the innovative founder behind Conversa, a pioneering B2B podcasting agency, and co-founder of Expert Content Pros, an innovative video marketing solution.

In our conversation, Jeremy shares his journey from academia to entrepreneurship, weaving through his passion for leveraging conversations into valuable business tools. With ventures like Conversa, Expert Content Pros, and Endorsement Ninja, Jeremy is redefining how businesses engage through podcasting and video content.

Jeremy shares one of the keys to his success, recognizing the need for what he calls "Product Market Fit". Listen to learn more about this critical factor for success.

Tune in as we explore the simplicity behind complex business solutions and uncover the power of conversation in the digital age. Jeremy's story is a testament to the notion that sometimes, the answers we seek in business are simpler than we think, and they're often within our reach.

Find out more about Jeremy at:

- https://connversa.com/

- https://expertcontentpros.com/

- https://endorsementninja.com/

You can reach Jeremy on Linked In.