In this episode, I had the pleasure of speaking with Barry Mendelson about his entrepreneurial journey, his approach to planning and discipline, and his recent move to southern New Mexico.

I’ve known Barry for more than three decades – he was actually my first paying client in the Wealth Management space in 1992 – where have the years gone?

He and I have both advanced our career journeys and never lost the special friendship we forged through that first assignment. Here we are years later and Barry is beginning the transition to the next phase of his business and life. Listen in as Barry shares his wisdom and insight into some of the decisions that led to his entrepreneurial and family success.

Our engaging discussion not only delved into Barry’s entrepreneurial journey but also uncovered his passion for mentoring and advocacy. From detailing his strategic planning approach to sharing insights into pivotal moments that shaped his career, our conversation encapsulates the essence of dedication, resilience, and continuous growth.

Barry candidly shares his journey from transitioning out of the chiropractic profession to establishing his own firm, which has served as a testament to his unwavering commitment to excellence. His method of planning and prioritizing work in weekly sets of activities is a testament to his disciplined approach, echoing the invaluable lessons he gained from his background as a competitive swimmer. We also explored the impact of relocation on both personal and professional aspects of life, shedding light on the power of adaptability and embracing new opportunities.

Here are some highlights from the episode:

– 00:00 – Introducing Barry Mendelson: A Tapestry of Experience

– 04:12 – Navigating Career Transitions and Entrepreneurship

– 10:28 – The Discipline of Planning: Lessons from a Competitive Background

– 15:40 – Embracing Change: The Impact of Relocation

– 19:55 – Reflecting on Evolution in the Financial Industry

– 24:09 – The Power of Prioritization and Resilience

Join us as we unravel Barry’s insightful reflections on the evolving landscape of the financial industry, the significance of prioritization, and his remarkable resilience in the face of change. Through his journey, we gain a deeper understanding of the intersection between discipline, adaptability, and personal fulfillment.