Generational wealth isn’t luck—it’s strategy.

In this special episode of The IT Crowd podcast, hosts Josh Lowrey and Richard Rodriguez broadcast from the Cowboys Club in Frisco, Texas, with guests Jason Potts, Founder and CEO of Lifetime Wealth Management, and Tim Tatarowicz, Director of Annuities and Strategic Initiative.

🎙️ Key topics:

• Building and evolving a wealth management firm from the ground up
• Strategies for managing generational wealth
• The role of adaptability and mindset in long-term success
• How AI and technology are shaping the future of financial services

Whether you're a business leader or planning your financial future, this episode offers practical insights and inspiration you can use.

00:00 Introduction and Special Location

00:55 Event Overview: EWTC Annual Meeting

01:25 Special Guests Introduction

01:55 Jason's Journey: Lifetime Wealth Services

02:54 Tim's Career Highlights

05:25 The Importance of Mentorship

10:07 Navigating Financial Services

12:16 Entrepreneurial Challenges and Successes

23:48 Technology in Wealth Management

25:36 Outsourcing and Cybersecurity Management

26:22 The Reality of Cyber Threats

27:36 The Business of Hacking

28:37 Client Security and Trust

29:57 The Role of AI in Financial Services

32:55 Navigating Market Volatility

37:29 Work-Life Balance and Remote Work

39:17 Leadership and Business Growth

43:17 Generational Wealth and Financial Services

46:48 Conclusion and Final Thoughts

In this episode, hosts Josh Lowrey and Richard Rodriguez are live from the Daniel Energy Partners Thrive Conference at Daikin Park. They’re joined by Robby Gulri, Head of Channel and CTO at RapidScale. Robby shares his inspiring journey—from learning English by listening to baseball announcers to becoming a key leader in technology integration.

Key topics include the evolving role of CIOs, data management, cybersecurity, cloud computing, and the growing impact of AI across industries. Robby also discusses RapidScale’s customer-centric approach and emphasizes the importance of aligning IT strategy with business outcomes.

00:28 Minute Maid Park Renaming Story

01:09 Dinner Anecdote and Guest Introduction

02:58 Guest's Background and Career Journey

05:13 The Role of Technology in Business

11:17 Data and AI in Modern Business

23:08 Cybersecurity and Multi-Cloud Strategies

26:02 AI Tools: The Double-Edged Sword

26:32 Coolest AI Implementations in Business

29:13 The Iceberg Analogy: Understanding AI Deployment

33:20 The Importance of Security and Resiliency

39:06 Data-Driven Decision Making

42:30 The Legacy and Vision of Rapid Scale

45:34 Final Thoughts and Reflections

Welcome to another episode of the IT Crowd Podcast!Join hosts Josh Lowry and Richard Rodriguez live from the Daniel Energy Partners Thrive Conference in Houston, Texas, as they sit down with Ken Mills, President of Intelisys.In this episode, we explore:

• The critical role of Intelisys in the technology and oil & gas industries
• How AI deployment and intelligent partnerships are shaping the future
• Ken’s unique insights on predictive technology and real-world problem-solving
• The game-changing innovations pushing boundaries in energy and tech
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Don’t miss it—tune in now!

00:00 Introduction and Conference Overview

01:52 Special Guest Introduction: Ken Mills

04:15 Ken Mills' Background and Career Journey

07:59 Intelisys and the Technology Ecosystem

14:09 Challenges and Opportunities in Oil and Gas Technology

18:51 Customer Engagement and Technology Adoption

24:16 Evaluating New Technologies

25:26 Unexpected Success with Titanium Payments

27:31 RapidScale and AI Solutions

31:30 Federated AI and Industry Applications

41:06 The Role of Trusted Advisors

44:14 Conclusion and Future Events