Greetings to Tanner H. Hicks, a distinguished figure in the global arena who boasts a multitude of titles. Revered as an investment guru, a versatile owner of multiple businesses, and an exceptional business coach, Tanner exemplifies versatility within the entrepreneurial sphere. His distinctive investment methodologies, adept risk management, and keen eye for identifying talent and business potential have been pivotal in his journey towards success. This article delves into Tanner’s unique strategies, spotlighting his adeptness in juggling diverse investments, steering businesses towards growth and prosperity, and navigating the complexities of mergers and acquisitions. His expertise predominantly lies in the realms of real estate, construction, and engineering sectors. Within this piece, this multifaceted business professional generously imparts advice gleaned from his personal experiences, offering insights into strategic integration, value engineering, and astute investment practices.
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As someone with a diverse investment portfolio, how do you approach the decision-making process when choosing between debt and private equity investments, and what factors do you consider most critical in making these choices?
Fundamentally, investment comes down to risk management. Understanding and assessing the risks, as best as you can, upfront and structuring any investments to maximize upside while minimizing downside is the art. However, with the type of investments that I make, most of the risk effectively sits with the people involved. Understanding who the key decision-makers are, what their experience and knowledge are within the sector, is crucial. For example, do the people in the driving seat possess the right credentials, mindset, and capability to drive and sustain growth? Are they high-risk takers, or risk-averse? When it comes down to the crunch as to deciding what to proceed with or not, much of that decision-making process is, therefore, based upon gut feel for whether I can trust the decision-makers to deliver the results, push the business forward, and have the right attitude and focus.
Your bio mentions that you help business owners and entrepreneurs grow their businesses through strategic integration and value engineering. Could you elaborate on some specific instances where your expertise in these areas led to significant growth and success for your clients?
I have been working closely with one client for the past 4-5 years. At the time of onboarding, he operated a small project management business, carried out the occasional small property development, and had a small property portfolio. His primary income source was via PM fees on commercial and residential projects for external clients. His overheads were high, and it just wasn’t a scalable model. He was the business. After looking at his wider business activities, I noticed he had a small portfolio of holiday lets that did well, but he was paying way too much in management costs. I suggested he pivot his focus and effectively forward integrate the management of his portfolio, then create a business that offered niched management of serviced accommodation – a market that was and is still growing in the UK. He leaned everything down, moving some existing staff on and retraining and integrating others into the new model, and has since built a highly successful property management company in Shropshire that specializes in serviced accommodation units. In 2023, he began franchising the business around the country, and I introduced him to his first franchisee in Hampshire. At the time of writing, he is currently in discussions to open his next two branches, and we are working together on a subsidiary that will help attract and educate further franchisees.
Investing in lower mid-market companies across various industries can be challenging due to the diversity of sectors and market conditions. How do you stay informed about industry trends and economic factors to make well-informed investment decisions?
In the modern day of information overload, it’s easy to become overwhelmed and almost impossible to stay informed across all fronts. That’s why my focus is primarily within the real estate property, construction, and engineering sectors. I attend a lot of networking events, as well as subscribe to a handful of industry-specific publications.
Property investment is another area you have mentioned being involved in, both in residential and commercial sectors. How do you balance your focus between business investments and property investments, and do you see any synergies between the two?
In the simplest terms, my focus is balanced financially. I target a 30/70 split between business investment and property investment respectively, reflecting the risk profiles of the two investments. There are many synergies between both as many of the businesses I like to invest in often service the property, construction, or engineering sectors, as these are the industries I know, have an extensive network, and also have personal experience in.
Mergers and acquisitions can be complex processes. When evaluating potential acquisition targets, what are the key qualities or characteristics you look for to ensure a successful investment?
The mandate focuses on businesses with turnovers more than £1m and which are at least 3 years old in either the property, construction, or engineering sectors. Ideally, there will be fixed assets and/or stock as this presents finance opportunities, and there must be a small team already in place. We look for businesses that perhaps do not have great systems in place or a lack of structure as these target companies present good opportunities to either absorb into the wider group or to flip within 3-5 years. We try to find businesses that are looking to sell primarily for retirement, as these also present great opportunities to structure a phased buy-in and/or a share retention, minimizing the upfront financial risk.
As an investor, you likely encounter both successes and challenges. Could you share a memorable experience where a particular investment taught you valuable lessons that have influenced your approach to investing since then?
A good number of years ago, I invested a small amount of money into a start-up Forex company that was started by a couple of guys I was introduced to. I was incredibly naive and didn’t know the next thing about Forex or trading on the markets. But the projections looked incredible, and I took much of what they said as gospel. It didn’t take long for that ignorance and naivety to come back and bite me when the two of them lost all the cash and did a runner. There definitely is such a thing as “too good to be true.” This taught me a big lesson about understanding the business model and getting to know who you are fundamentally investing in.
With the Global Man Club launching just yesterday, and at a prestigious location, we have a lot to celebrate in the magazine, not least of all the personalities of the men who make up our club and who are trailblazing success all over the world.
Global Man shares a peek into the life of a pro in the media field in this article. We celebrate the originality and dedication of Bafl Sarhang, diving into his teamwork with respected names like L’Oreal, RTL, SBS, and CNN.
We follow his job journey, underlining key tasks, trials conquered, and regular creation of top-notch content. We also spotlight his love for movie making, shaping engrossing tales on diverse platforms, marking business wins on big TV channels, and gaining praise for brief films. Most of all, Bafl stresses how crucial it is to stay loyal to your creative vision and to showcase the skill of storytelling.
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You’ve worked with renowned brands such as L’Oreal, RTL, SBS, and CNN. Can you share some memorable experiences or projects that have had a significant impact on your career in the media industry?
Working with renowned brands has been an incredible journey in my media career. One of the most beautiful projects I’ve worked on is my film “Radio Freedom.” It was my second film that we had to start entirely from scratch – the story, finances, casting, and crew, among other aspects. Such a substantial project takes years to complete, and, in the end, it’s challenging to let go of it. You become one with the story and the project. This was my second film, which I created and wrote alongside my dear colleague, Ismar Vejzovic. It holds a special place in my heart. Additionally, this year, I launched my own series on RTL 4, titled “Let’s Visit,” where we explore and showcase the most beautiful items and places in the world. It was co-produced with Claudia Gatland, and I had the privilege to direct and edit it myself. It’s another project of which I am very proud. There are many beautiful ideas and dreams, and hopefully, they will come true someday. Ultimately, work is only a part of your life. Complete satisfaction cannot be entirely derived from it. You need more for that.
Producing weekly TV shows for the largest TV network in the Netherlands is a remarkable achievement. Could you tell us about the challenges you’ve faced and the strategies you’ve used to consistently deliver quality content?
On the outside, it may appear easier than it is. It has its share of challenges. The key to consistently delivering quality content is a combination of meticulous planning and a dedicated team. We face tight deadlines, diverse audience preferences, and the need to stay relevant. To overcome these challenges, we must adapt to changing trends. It is a lot of work, often going hand in hand with missing sleep and very tight deadlines. When you look at my work on TV, you might think there’s a large studio or a multinational corporation behind it, but the truth is, often I film everything myself and handle the editing as well. This allows us to keep costs low and continue producing high-quality TV on RTL 4, indeed, the largest media network in the Netherlands. I’m proud that I’ve been able to create great TV for many years.
Your short films have received critical acclaim. What inspired you to delve into filmmaking, and how do you approach storytelling in the short film format?
My journey into filmmaking was inspired by a deep love for storytelling. Short films provide a unique platform to convey powerful messages in a concise format. When approaching storytelling in the film format, I believe in the importance of crafting compelling characters and emotionally resonant narratives.
I am a refugee and have been living in the Netherlands since the 1990s. My family fled the atrocities of Saddam Hussein. As a child who experienced years of war and migrating from one country to another, you build friendships you may never see again, lose family members, and learn to cope with the impermanence of everything. Along the way, you gather not only life lessons but also stories that stay with you. I engage in many activities as both work and hobbies, but my greatest talent is creativity. Thus, I try to provide an outlet for these stories by writing and filming them. It brings me immense pleasure that the audience and festivals appreciate our films because everything I write comes straight from the heart. I do this through my music, poetry, TV work, and, of course, films.
Participating in the Cannes Film Festival is a dream for many filmmakers. Could you share your experiences and key takeaways from this prestigious event?
Participating in the Cannes Film Festival was a dream come true. Our film “AMEEN” was part of the Short Corner at the festival. It’s an incredible platform for filmmakers to showcase their work to a global audience and connect with industry professionals. One key takeaway from the festival is the value of networking and building relationships with fellow filmmakers and industry experts. Additionally, the experience taught me the importance of perseverance and believing in your artistic vision, even when faced with challenges or rejection. This motivated us to put even more effort into our next film, “Radio Freedom.”
“Radio Freedom” was selected as one of the best shorts at the Netherlands Film Institute. What inspired this particular film, and what message did you aim to convey through it?
“Radio Freedom” was inspired by our interest in exploring themes of freedom and expression. My colleague had once come across a brief newspaper article about an amateur radio broadcaster during the war who attempted to connect people when many communication methods were rendered ineffective in the midst of a brutal conflict. It’s a true story, and we used that small piece of information as a starting point to develop it into a film. I am proud that we were able to secure top actors like Zana Marjanović for this project and film on location in Bosnia, where it truly took place.
The funny thing is, after working for years on such a project, it was ultimately my lovely wife who came up with the title for the film. She is also artistically inclined and has a great eye for film and writing. This just goes to show that you always need good people around you.
What personally inspired me for this project is the life I led as a child. I am originally Kurdish, and we Kurds have been striving for freedom and the right to self-governance since our existence. So, we have plenty of stories to tell.
In addition to your work in TV and film, you’re involved in music production and have directed numerous music videos. How does your experience in these various media forms influence and complement each other?
Music has always been, is, and will forever be my first love. At the tender age of 6, my parents gifted me my very first miniature piano, right in the heart of a war, as we sought refuge in the mountains. Amidst the thundering explosions that surrounded us, I found solace in teaching myself to play the piano, with a child’s laughter as my only companion—Ha-Ha. I have to laugh because there is no other way to deal with it. When life makes it tough for you, the best response is to smile and believe that everything will turn out fine. And somehow, it will.
Life’s challenges can be met with a smile and the unwavering belief that things will somehow work out. And they do.
My journey through various forms of media, be it TV, film, or music videos, has been a harmonious symphony. Each medium offers its unique storytelling canvas, and the skills I’ve honed in one realm have enriched my abilities in others. For instance, my musical adventures have gifted me an intricate understanding of soundscapes in film, while my television escapades have fortified my storytelling prowess in the realm of music videos. This cross-disciplinary approach allows me to compose more captivating and innovative narratives.
Ultimately, all art forms are but notes in the same melody. They originate from a pure place, for without purity, it cannot truly be art. Music, words, melodies, visuals, and dreams converge, crafting something profoundly beautiful. The art form itself matters not; as long as it’s created with a sincere heart and boundless passion, it’s the only path to creating music. Sound & Visuals are one and the same. In whichever art form it manifests, it doesn’t matter, as long as it is pure and created with a full heart and passion. There is no other way to make art.
Could you share some insights into the creative process behind directing music videos? How do you ensure your videos effectively convey the artist’s vision and message?
I have produced and directed over 50 music videos. Some of them go beyond being just a video clip. I don’t like that word; it diminishes the work. Because some of them are more like short musical films. Directing music videos is a collaborative process that revolves around translating the artist’s vision into a visual narrative. I work closely with the artists to understand their message, style, and desired impact. It’s essential to find a balance between creativity and practicality, ensuring that the video effectively conveys the artist’s message while remaining visually captivating. Attention to detail, strong communication, and a passion for music are key elements in this creative process. You could describe my style as modern, fast, and dynamic. Nothing irritates me more than a dull or pretentious, entitled work.
Working with a variety of media and platforms, how do you stay innovative and adapt to evolving industry trends and technologies?
Well, this is crucial in the ever-changing media landscape. How does someone stay relevant nowadays? I make it a point to stay updated on the latest developments, whether it’s in camera technology, post-production software, or distribution platforms. Continuous learning and a forward-thinking approach are essential to remain competitive and offer fresh, cutting-edge content to our audience. But despite all of that, the only thing you can do is to remain original and true to yourself because everything else can be learned by anyone. If you have a talent, it’s nothing more than inherent luck, but what you do with it is what matters. Always strive for continuous development and aim for greater heights. You must have an insatiable hunger and never be satisfied, never settle for just okay.
This is what sets an artist apart from other people. These are qualities that can break a person if they don’t have a strong foundation. To share something so personal, to expose yourself, you must delve deep into your heart and reveal your most vulnerable self. No other profession demands that. This makes you incredibly sensitive to all the pain and misery in the world and in everyone. You must have a big heart to handle it and accept what everyone thinks of you. A true artist remains honest and dignified at all times, towards fellow humans, oneself, and, above all, their art form. If you can muster all of that, you can’t help but stay relevant and original.
Being featured in Global Man Magazine is a notable achievement. How do you see your work contributing to and shaping the global media landscape, and what impact do you hope to have?
Being featured in Global Man Magazine is an honour, and I see my work as contributing to the global media landscape by telling diverse and compelling stories that resonate with a broad audience. I hope to have an impact by inspiring others and fostering a greater understanding of the human experience through the power of media. I have spent my entire life doing nothing but trying to bring a smile to my fellow human beings. It’s also the only way of life I know and have mastered. I always have more than enough ideas, stories, melodies, and creations in my mind and in my heart that are seeking a path to freedom outside. The way they express themselves ultimately depends on them. Some may find it too early to be born. All I can do is patiently wait. But until that time comes, I hope that I am a good person, and hopefully, I’ll be remembered as such. I hope I get many more opportunities to work on beautiful projects and tell and visualize my dream stories. But the biggest impact I want to have is for them to say, “Hey, that Bafl, he was a genuine guy. A good man.”
As someone who has achieved success in multiple creative fields, what advice would you give to aspiring media professionals who are looking to make their mark in the industry?
Passion and dedication are paramount. Pursue your creative endeavours with unwavering commitment and continuously refine your skills. “Working hard, and you’ll get there” is nonsense. The “American Dream” is nonsense. Don’t believe in miracles and fantasies. The only way is to ensure that you are seen and known yourself. It’s not easy, and you occasionally need help and luck. But if it’s your calling, and you do it with passion and heart, you’ll get there one way or another. And then comes the day when you no longer need to introduce yourself.
In everything I do, I am self-taught. I have received an education, yes, but in every aspect and in every field of what I do, I’ve had to teach myself everything. There is nothing more satisfying than learning. Furthermore, it’s essential to network. It is crucial, so build relationships within the industry, be open to feedback, and embrace challenges as learning opportunities. Don’t make it too hard on yourself, remember that perfectionism is another word for insecurity. If you don’t fail, you also don’t know what mistakes you shouldn’t make. Learn, learn, learn. Stop trying to be happy. As cliché as it may sound, the journey is what matters. It’s much longer than the destination. That should be your satisfaction; happiness is just the icing on the cake.
Finally, always remember that your unique perspective and voice can make a significant impact in the world of media. Don’t be a parrot, stay humble, and be yourself.
You can find more of Bafl Sarhang’s content, information, and contact details online:
In the realm of investments and wealth management, we explore the captivating tale of Graham Rowan. Once the head of a division at Texas Instruments, he unexpectedly found himself immersed in the world of investing during the 1990s. What began with trust soon turned into a costly lesson. This journey led Graham to shift from relinquishing financial control to assuming personal responsibility, igniting his passion to empower others in navigating the intricate landscape of investments.
Graham emphasizes the utmost importance of financial education, shedding light on the complex regulations within the industry while recognizing the significance of consumer education. He advocates three key areas for investors: private equity, private debt, and private money. These potent instruments serve as drivers for both wealth creation and protection.
Looking ahead, he identifies opportunities in commodities, renewable energy investments, and the pursuit of financial independence amidst global geopolitical risks and economic uncertainties. His practical guidance focuses on starting early, making wise diversifications, and taking control of one’s financial destiny.
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What initially sparked your interest in the world of investing, and how did you embark on your journey in this field?
I’m almost embarrassed to tell you. I was running a software division of a big American company called Texas Instruments, selling multi-million dollar billing systems to telecoms companies around the world. I was making good money and I didn’t have the time or inclination to worry about investing my spare cash. On the advice of a colleague, I appointed a professional wealth manager who put my savings into the Nasdaq. This was the mid-1990s and the raging bull market meant that, every morning, I woke up thousands of dollars richer than when I went to bed. Until March 2000 when I noticed that the market had gone down by a few points. I asked if we should take some money off the table but they sneered at me and said ‘don’t be such a wimp. Don’t you recognise a temporary blip in a raging bull market?’
I left them to it and returned a year later to find that the market had crashed and they had lost me £160,000. They then took me into a room and said ‘I’m sorry, Mr Rowan, these losses take you below the net worth at which we look after clients so we’ll have to let you go.’ I was fired by my own wealth manager and realised that I hadn’t just delegated my investments to them, I had abdicated all responsibility. It was an expensive lesson, but an important one. From that moment, I took personal ownership of my financial future and vowed that I would help others to do the same.
Many individuals face challenges when it comes to constructing a robust investment portfolio. What advice do you have for those struggling to build their investment portfolios effectively?
Firstly, it’s not your fault. We simply aren’t given a financial education at school, at university or in the workplace. Money remains a taboo subject that only a minority of people engage with.
One of the things that annoys me the most is that we live in an age of ever increasing regulation of every aspect of our lives, including the financial services industry. Every year there are some new and more arduous rules to be followed, often in the name of ‘consumer protection’. But there’s never a move to increase financial education so that people can make their own informed choices. That leaves people at the mercy of an industry that does not always have the best interests of its customers at the top of its agenda.
From your extensive experience, what are some of the most common mistakes that people tend to make when investing, and how can these mistakes be avoided?
The first is the one I made – leaving the investment decisions to someone else. For example, if you are in a pension fund with your employer, do you have any idea what sectors, countries or companies you are invested in? Another mistake is that people think too parochially. Many Brits have way too much exposure to the UK stock market but far too little to the Middle East or Asia where much of the growth is happening today.
A third mistake is to assume that the next ten years will be the same as the last ten years. We’ve had a prolonged bull market which is now showing signs that it has run its course. It’s been possible to get great returns from passive funds that track the market without you having to do any thinking. The result is that firms like Blackrock and Vanguard have bigger portfolios than the GDP of many countries. I struggle to believe that this strategy will be so successful in the 2020s now that we have inflation, huge geopolitical risks and a simmering debt crisis to deal with.
How to address these problems? We focus on three areas, private equity, private debt and private money. Private equity is buying shares in companies that are not yet floated on public stock markets. We focus on providing growth equity to companies with a proven business model who are looking to grow their team, develop their products and enter new markets. This is where the most wealth is being created right now, and that’s why, if you look at the portfolio of the family offices of the ultra wealthy, there is more allocated to private equity than to any other asset including real estate. In our own portfolio we are seeing our original investment grow by anything from 4 to 30 times as the companies deliver on their plans.
Private debt includes bonds and loan notes issued by companies which can provide real, above inflation returns. The problem with private equity shares is that they are illiquid and you need to be ready to invest for anything from three to seven years before seeing a return. Private debt enables you to put food on the table and cover your everyday living costs while waiting for your private equity shares to mature.
Private money exists outside the current fiat system with the aim of avoiding the deliberate inflation and currency debasement being implemented by politicians and central banks around the world. I speak to people every week who have a million pounds or more sitting in High Street bank accounts. Not only are they earning miniscule rates of interest, not only do they have the counterparty risk of the bank going bust, but they are losing at least 10% a year in the purchasing power of that cash! One of the counter-intuitive learning points that I reinforce to our members is that cash in the bank is one of the most dangerous ‘investments’ of all!
There are three types of private money – gold, silver and Bitcoin. We believe there is a place in your portfolio for all three. In our Model Portfolio that we share with our members we suggest a 10% allocation to gold and a 5% allocation to Bitcoin.
Looking ahead, where do you believe the most promising investment opportunities will emerge in the coming years, and what should investors be keeping an eye on?
I’ve already mentioned private equity and private debt, but they are only available to people who qualify as accredited investors. In the UK that means an income of £100,000 a year or an investment portfolio of £250,000 outside of your home and pension. If that’s out of reach there are many ways you can get started including some great tax breaks. In the UK you can invest up to £20,000 a year in an individual savings account (ISA) and the growth inside the ISA is tax free. You can then research the sectors and companies that you think will do best in the years ahead.
Try to resist the temptation to jump on bandwagons like the big U.S. tech stocks which were the darlings of the last decade. Some of the biggest bargains we’re seeing at the moment are in the commodities and natural resources sector. For all our sophisticated, digital, twenty-first century lives, much of what we take for granted relies on stuff being dug up out of the ground. Competition for energy, rare earth minerals and food is going to drive these companies much higher in the years to come.
It’s always worth trying to follow the money – for example, politicians with green agendas are throwing vast sums at companies in the renewable energy space so investors can ride the wave of spending by backing the companies most likely to benefit from this torrent of cash. Some of my best sources of information on new opportunities are Money Week magazine and research by firms like Bytetree and George Gammon’s Rebel Capitalist team.
In the context of investments, what do you perceive as the most significant risks on the horizon, and how can investors mitigate these risks?
How long have you got? I recently spoke at a Beaufort live event in London on the risks to our freedom on many levels. Most people are way too complacent after eighty years of peace, prosperity and social mobility. It’s incredibly naive to assume the next eighty years will be a simple action replay. We have three situations that could trigger World War 3 – Ukraine, the Middle East and Taiwan. We have increasing threats to our freedom of movement and freedom of speech. We have the serious probability of governments introducing Central bank Digital Currencies, (CBDCs), programmable money that would bring Orwell’s 1984 to full fruition. And we have the arrival of AI and robotics threatening not just factory jobs but white collar professions in the legal, accounting and even the medical sectors.
There’s an inexorable shift of economic and political power from West to East, a realistic threat to the dollar’s role as the world’s reserve currency and a rising level of taxation as fewer productive workers support an ageing population.
How do we respond to all this? As citizens, I think we have to take every legal action that we can to push back against the forces that are reducing our freedoms. As investors we have to take a leadership role in our families and accumulate as much wealth as possible to maximise the choices available to ourselves, our children and our grandchildren. And, most of all, we have to have a Plan B. And this is where most people slip up. I encourage our members to acquire at least one second residency or citizenship so that, if the country where you live becomes unbearable, you have somewhere else to go. You only have to look at Mirela’s life story to understand the importance of this.
Back in 2018, when I thought the UK was going to end up with a Marxist government led by Jeremy Corbyn, I bought property in Montenegro and obtained residency there. Boris Johnson surprised us by winning the next election, but he must have accidentally picked up Corbyn’s manifesto because the Conservatives have moved so far to the left that they might as well call themselves Socialists. So I moved again, this time to Portugal where I can enjoy more sunshine and less tax!
As individuals’ portfolios grow over time, wealth protection becomes increasingly important. Could you share some strategies or tips on how people can safeguard their wealth as their investments appreciate?
This brings us to the fundamental question, what is the purpose of wealth? Is it really just about Rolls Royces and private jets or does it go deeper than that? For me, wealth is all about choices. Living where you want to live, with the people you want and having the choice of if, how and when you work.
The two biggest threats we face today are a move towards totalitarian government and ever increasing taxation. Sadly, many of our fellow citizens seem willing to surrender their freedoms to governments who promise to ‘keep them safe’. These freedoms were bought with the blood of our parents and grandparents so it pains me to see how easily they are surrendered. People need to ask themselves what kind of country they want the future generations of their family to live in and research options on where best to go. The good news is that more and more countries are looking to attract higher net worth citizens so, as you build your wealth, more options should open up for you.
The tax burden in many countries is now at its highest level since World War 2, so tax mitigation strategies become central to wealth protection. On a simple level you can use ISAs and pensions to shelter your investments from tax. But, if you have a more sophisticated portfolio that includes property, businesses, shares and bonds, you will need the services of a tax expert to set up the correct structures in your country. It becomes even more complex when you have assets and income in multiple countries. Don’t be afraid to pay the fees but make sure you have a recommendation of the expert from a trusted source because you will be in no position to judge them yourself.
Beaufort Society plays a key role in the world of high net worth investing. Could you describe how the organization serves its members and what sets it apart in this space?
Right from the start we wanted to do things differently, mainly driven by my own appalling experience of the financial services industry! So, while our company is called Beaufort Private Equity, we operate as a private members club and refer to our investor community as the Beaufort Society. We provide lots of financial education content including videos, podcasts, newsletters and webinars. All brought together in one place, the Beaufort Academy, which is both a desktop and mobile phone app.
Most private equity firms operate as a fund, so their clients have no say in the individual investments. We provide direct investment opportunities, so that our members can choose which companies they buy into and at what level. A third difference is that we provide a unique financial planning service, the Wealth360, where I get together with a regulated financial adviser and we each take a look at your portfolio to see if it is going to meet your objectives. I am not allowed to provide advice, but I can and do express opinions!
We’ve also grown a hand-picked panel of subject matter experts to help our members in areas where we are not qualified to do so. This includes regulated financial and tax advisers, sources of property finance, specialist insurance and the world’s leading experts on second residency and citizenship by investment programmes. We now have 800 members in 37 countries and the feedback we receive is that we are very much helping our members to achieve their goals.
When thinking about a typical Beaufort Society member, what characteristics or profile traits do they tend to share, and what value does the society provide to individuals with these attributes?
Great question. By definition they are successful because, in meeting the requirements of a High Net Worth investor, they are already in the top 5% of the population. Many are business owners who have built and sold an enterprise and are looking at how to invest the proceeds. Some are professionals like doctors and dentists, others are property investors looking to diversify out of bricks and mortar. What they share is a willingness to look at alternative investments that are not available from High Street advisers, such as private equity and private debt. Like me, they are slightly ‘renegade’ and suspicious of Big Government and its increasing attempts to restrict our freedom.
They tend to be the most financially astute members of their families and take their leadership role in wealth creation, wealth protection and wealth transfer seriously. Most of all, they enjoy being able to mix with like-minded people because we are very much in the minority!
For those interested in becoming a member of Beaufort Society, what are the criteria or steps they should consider, and how can someone go about joining this exclusive network?
We deliberately try to remove as much friction as we can from the process. We don’t charge membership fees and we don’t make any charges when people invest. Our fees are paid by the companies for whom we raise capital and, where possible, we take part of our fees as equity so we can go on the journey with our members.
If someone meets the High Net Worth criteria I mentioned earlier, they can fil in the application form and self-certify their status at Beaufortprivateequity.com
In the context of your work, both as an author and a speaker, what key messages or insights do you hope to convey to your audience, and how can individuals benefit from your expertise in the realm of investments and wealth management?
Our core philosophy is that we each need to take ownership of our financial future because, as I discovered to my cost, no one else has your financial wellbeing at the top of their agenda! The financial world loves to use complicated jargon to justify their fees, but there’s no secret to building a successful portfolio. Live within your means, save some money then start investing. If you study the legendary investors like Warren Buffet or Sr John Templeton, their key messages were ‘buy cheap and diversify’. So, if you combine buying stocks when they are cheap and spreading the risk across multiple sectors, you should see significant growth in a five to ten year time horizon.
The most important point of all is to get started and make it a habit. As someone smarter than me once said, the best time to do this was twenty years ago. The second-best time to get started is today.
In the pages of Global Man Magazine, we are delighted to showcase an extraordinary individual whose impactful global speaking engagements have touched the lives of over a million people in 50 countries. This insightful figure is not just a revered speaker but also an accomplished author with 20 published books and the founding CEO of PublishU. Through his foundation, NAYBA, he exemplifies his dedication to fostering love and building community connections. In this interview, we delve into the inspiration behind his prolific writing, explore the concept of the “dyslexic superpower,” discuss finding balance between urban and rural lifestyles, and examine the transformative potential of genuine relationships in entrepreneurship and community development. Join us as we uncover a world where business, relationships, and social impact intersect.
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Your extensive speaking engagements have taken you to 50 countries and allowed you to address over a million people. Can you share a memorable experience or lesson from your global speaking tours that had a profound impact on you?
I was giving the keynote speech at a conference in Rome, Italy, for the general counsel from over 170 countries of one of the big four professional services firms. Over the years, I have picked up a tip: ask a client to introduce you to several people who will be in the audience on the day of your speech. Chat with them to understand them and their work and ask if you can reference them in your speech. I did exactly that, and so when I left the platform after my keynote, the Global General Counsel leant over to me and commented, ’Thank you so much; it’s like you know us inside out’.
You’ve written 20 books and contributed to publications like The Times newspaper. What inspires your writing, and how do you choose the topics you want to explore in your books and articles?
What inspires my writing is knowing that my words will be read by people that I may never meet in places that I may never travel. The way that creates the ability to inspire, influence, and impact excites me. I only write, speak, or broadcast about subjects that I’m passionate about, which for me is quite broad, ranging from entrepreneurship, the dyslexic superpower, authentic relationships, community transformation, local food, organic wine, and global travel!
As the Founder CEO of PublishU, you’ve helped over 100 people annually write, publish, and launch their books. Could you describe a particularly rewarding success story from your work with PublishU that stands out to you?
Yes, I remember when one of my students said, “I never thought I would write a book, let alone in 100 days, but I have. Now I am asking myself, “What else have I told myself I cannot do that I actually can?” I love helping people achieve things they never thought they could achieve. Enabling people to write a book in 100 days breaks the glass ceiling of what people often think they can do and empowers them to think bigger and better than they ever have before.
NAYBA, the global foundation you founded, is dedicated to helping churches worldwide better love their neighbours. What motivated you to establish this foundation, and how have you seen it make a positive impact on communities?
In 2010, the then-Prime Minister David Cameron gave a speech about what he called “Big Society.” He explained that his vision was for a big society in which we did not pay taxes to a big state machine that we expected to do everything for us. Rather, as citizens, we should take responsibility for our neighbours and neighbourhoods. This inspired me to start NAYBA because Jesus said, ‘Love your neighbour” (or “NAYBA” in the Belize Kreol language). I was delighted when David Cameron gave us a ‘Big Society Award’.
You mentioned the concept of the “dyslexic superpower” in your speaking engagements. Could you elaborate on what this means and how dyslexia can be a unique strength in entrepreneurship and personal growth?
For me, dyslexia is not a disadvantage; it is an advantage in life. For example, research undertaken by the company behind ‘post-it notes’ explains that your brain processes pictures 60,000 times faster than text. It is said that dyslexics think in pictures and people without dyslexia think in words. Therefore, dyslexia is a superpower that enables you to think super-fast, see the big picture, make connections between ideas, people, and places, solve problems, and lots more. So, it is hardly surprising that a disproportionate number of entrepreneurs are dyslexic.
Living between Covent Garden in London and Noto in Sicily sounds like a unique lifestyle. How do these two locations influence your work and your personal life, and what do you find most inspiring about each place?
As an extrovert, I feed off my environment, so I love both places. I love the urban energy and vibe of Covent Garden, as well as the tranquilly and pace of life in Noto. These two places reflect my love for living life fast and for living life slow. They both feed my work and my rest in different ways.
You’re known for enjoying live music, urban fashion, local food, and organic wine. How do these interests tie into your work as a business and social entrepreneur, and do they contribute to your overall well-being and creativity?
I’m aesthetic. As mentioned, my environment really matters to me. The looks, the sounds, the tastes, and the smells really matter to me. They stimulate my ideas and creativity, my energy and vibe, and my drive and determination. I shrivel in an environment that isn’t in some way beautiful and stimulating.
Your work involves helping people on both personal and community levels. What advice do you have for individuals who aspire to make a positive impact in their communities, but aren’t sure where to start?
Meaning in life is found by what you give not by what you get. I meet extremely wealthy people sometimes however they are hungry for meaning in their lives. I’m delighted to help them find greater meaning by working out the best way for them to give back to the world around them and the world beyond them.
The intersection of entrepreneurship and relationships is a topic you’ve explored. Can you share some insights on how building strong relationships can be a key driver of entrepreneurial success?
Yes. I was invited to speak at an event about networking. I spoke with the organiser to explain that while I love speaking, I hate networking because it is disingenuous, manipulative, and contrived. They immediately said, “You are someone who is into relationships.” I explained, “But I believe we should stop networking and start relationships.” The organiser invited me to speak on that subject, so I agreed. I didn’t want to become known as the anti-networking guy; it’s always bad to be defined by what you are not. So, I thought relationships were a science because we can all learn to do them better and an art because they take a lifetime to master. As I thought about the art, science, and study of relationships, the word “relationology” came to mind. So, I formed the company, bought the web domain, trademarked the name, and wrote a book on the subject based on the belief that relationships are the true currency of business.
In the world of sales and personal development, Navin Jaitly’s remarkable journey from a challenging childhood to becoming a celebrated sales coach, award-winning speaker, and best-selling author is truly inspiring. In this exclusive interview with Global Man Magazine, Navin shares the transformative steps he took to overcome adversity, emphasizing self-awareness, self-belief, and self-kindness as the cornerstones of his success.
With over 15 years of sales experience, Navin reveals that the most potent sales strategy is a shift in mindset, focusing on serving customers rather than persuasion. His coaching has helped clients generate over £12 million in revenue with compelling success stories. Navin’s mission is to empower entrepreneurs and leaders worldwide, and he plans to revolutionize sales training and expand his impact through innovative programs and global speaking engagements.
Navin Jaitly’s journey is a testament to the transformative power of belief, resilience, and serving others, inspiring countless individuals to reach their full potential. Navin Jaitly’s journey exemplifies the transformative power of belief, resilience, and selflessness, inspiring countless individuals to realize their true potential.
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Can you tell us about your journey from a difficult childhood to becoming a successful sales coach and author? How did you overcome the challenges you faced early in life?
My journey was not an overnight one. I had to dedicate myself to developing myself personally and professionally. I found the more I worked on myself (especially on my mind-set), the more successful I became. It’s a long story but in summary, I overcame my challenges by
Becoming much more self- aware – Who I was, what I was about and where I got in my own way.
Developing my self- belief – I started to appreciate and realise that I had many gifts that I just wasn’t appreciating. I was focusing on my weaknesses too much and trying to fix them. As a result, this was undermining my self -belief. As soon as I started to focus on my strengths and develop them further, my self -belief shot through the roof.
Became kinder to myself – I stopped beating myself up for mistakes I made or things that I didn’t achieve and instead became more accepting. This completely changed my energy and made me able to attract what I wanted.
What inspired you to enter the world of sales, and how did you discover your passion for helping others develop their sales potential?
I entered sales as I was always good with people. I’m naturally an inquisitive person and love dealing with people. Sales was a good fit in that sense. My passion for helping others came from the way I personally turned my own results around.
Once I knew that I had a success formula that I had benefitted from, I wanted to go out and share it with everyone. Furthermore, being in sales, helped me to realise just how important it is to develop as a skill.
I saw so many business owners/ entrepreneurs suffer as a result of not being able to bring in new customers. I want to help them grow their businesses and ultimately their lives.
With over 15 years of experience in sales, could you share some of the most effective sales strategies you’ve learned throughout your career?
There are so many that it would be too long to list for this interview. What I would say, is the most effective strategy is to develop the way you think about sales.
Sales is all about serving. Rather than trying to persuade the customer to do something. Ask them questions that find out about them and their needs, then listen attentively.
Rather than trying to impress a customer, empower them instead. People often don’t buy because they don’t trust their decision or don’t have faith that their purchase will work out for them.
If you focus on empowering them then they have faith in themselves and more likely to make a buying a decision. By putting all your attention on serving and empowering you will have much better results than just trying to persuade and impress.
You’ve helped your clients sell over £12 million in revenue. Can you share a specific success story or case study of a client you’ve worked with and the impact your coaching had on their sales growth?
One of my clients came to me and really wanted to grow their business into a multiple six figure one. She found that she would have many conversations with people, but very few of them would turn into a paying customer. Furthermore, she struggled to increase her prices and would often find she would lose a potential customers interest, if she did try raising the price. She also wanted to increase the number of sales leads she was getting
The first thing I did was work on her sales mind-set and helped her to develop a more positive relationship with sales. We used some powerful mind – set tools to increase her confidence and belief around herself as well as her products/ service. We then created a sales strategy/ plan and helped her to reposition the way she spoke about her service.
I coached her around several sales techniques such as objection handling, questioning, closing, negotiating etc. As a result within a short period, her sales started to dramatically increase. Furthermore, with everything she had learnt, she was able to increase her prices of her services.
After just 3 months of working with me, she had the confidence to double her pricing and furthermore found that clients were willing to pay the higher prices. I not only provided her with the tools to feel confident to double her prices but the skills needed to help her customers understand her value and be willing to pay them. Furthermore, her sales revenue doubled in the first 6 months of working with me.Her business transformed as did the income, revenue and impact that she made. She now runs a successful, multiple six figure business.
Winning several awards for outstanding sales contribution is a remarkable achievement. What do you believe sets you apart from others in the sales industry and led to this recognition?
There are a few things that set me apart. First of all, I have developed a very positive and resilient mind-set. I don’t give up easily and am always on the front foot. 15 years of sales experience in a variety of environments has also blessed me with a range of highly effective sales skills.
Furthermore, it’s my journey. I have transformed myself from underachiever to high achiever. I know what it is like to be on both sides of the performance fence and as a result this makes me far more effective when helping customers do the same. I think the biggest factor, is that I genuinely care about my customers. I love developing people and watching them grow.
I love to help and serve. Ultimately I get results for both myself and my clients! The combination of these factors is what sets me apart.
Your personal development journey, including coaching, hypnotherapy, and NLP, played a significant role in transforming your mind-set. How do you incorporate these practices into your coaching to help others achieve similar transformations?
I use NLP and Hypnotherapy as tools to rewire my customer’s subconscious beliefs and thoughts.
I use them as tools to go deep into my customer’s minds and develop more positive thoughts and actions.
As an award-winning speaker and an international best-selling author, what topics do you typically speak and write about, and how do you use these platforms to further empower entrepreneurs and business leaders?
I write and speak a lot about mind set, not just related to sales but also related to general performance. I also write and speak about sales theories and concepts. Furthermore, I write and talk about coaching, what is it and what its value is.
I am a big believer in developing mind-set and sales skillset, by using a coaching approach.
Travelling the world as part of your personal development journey must have been eye-opening. How did these experiences shape your perspectives and contribute to your personal growth?
Travelling was amazing and very educational. Not only did I learn a lot about different people and cultures around the world but learnt a lot about myself.
Furthermore, travelling and exposing myself to new situations, made me more flexible and open minded, it made me more adaptable and ok with unfamiliar situations.
I also increased my self -belief and confidence as I saw that I was excelling in many different situations and with different types of people. All of this really accelerated my personal growth and even to this day helps me become more effective as a coach and a businessman.
Establishing Navin Jaitly Coaching Ltd is a significant accomplishment. Could you describe your coaching approach and how you combine sales expertise with mind-set and peak performance principles?
My coaching approach is to combine developing my client’s mind – set and skills set so that they are able to make more sales, income and impact.
I use tools that I’ve learnt from coaching, hypnotherapy, NLP and my intensive study of personal development to develop their mind-set.
I then teach the tools and strategies that I’ve learnt from 15 years of successful sales, in order to teach sales skillset. By combining the 2, my clients gain exponential results.
Your mission is to empower and transform the sales/business results of entrepreneurs, business owners, and leaders globally. What are your future goals and aspirations for achieving this mission, and how do you plan to expand your impact worldwide?
My future goal is to become the leading coach/ business in the industry when it comes to developing both the sales mind set and the skillset of business owners. I want to revolutionise the way sales training/ coaching is delivered in businesses. My long-term vision is to transform the success and empower over 1 million people globally.
I plan to expand by developing new group sales coaching programmes, a sales coaching app and an enhanced version of my sales impact academy online programme. I also plan to expand by speaking on some of the biggest stages in the world and even creating large events that help to transform people’s sales success.
In the dynamic world of business strategy and personal development, few thought leaders command attention quite like Simon Alexander Ong. With his work being featured in prominent outlets such as Forbes and the Harvard Business Review, and his debut book ‘Energize’ receiving high praise from renowned authors like Simon Sinek and Marie Forleo, Ong’s impact on the field is undeniable.
In this exclusive interview with Global Man Magazine, Ong offers unparalleled insights into his unique journey, the influential experiences that shaped his outlook, and the key principles that continue to guide his work in helping others unlock their full potential.
As he speaks about overcoming challenges and simplifying complex strategies, Ong’s passion for his craft, his understanding of media’s role in amplifying thought leadership, and his wisdom gleaned from extraordinary career moments, all coalesce to create an inspiring narrative filled with invaluable lessons for any aspiring business strategist.
Dive in as we unravel the energizing success story of Simon Alexander Ong.
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In your book ‘Energize’, what inspired you to write it, and how do you believe it contributes to the field of business strategy?
In the first chapter of the book, I share a personal story of how I reached this point in my life where I was burned out—physically, mentally, emotionally, and spiritually. I was lost, and I would attempt to avoid facing this reality by bingeing on television shows, drowning myself in alcohol, and gambling my money away. The journey from that point to what I now get to do today—speaking on stages across the planet, coaching those in positions of leadership, and mentoring the next generation of entrepreneurs—was something that I wanted to share in my book Energize. I wanted to share with readers that when you take responsibility for where you are today and where you want to be, life can unfold in the most magical of ways. Because when you have the courage to channel your energy towards what matters most, you step onto the path towards fulfilment and begin to show up differently in the world.
New York Times bestselling author Simon Sinek described my book as “exactly what we need in this moment,” and I believe it is because many businesses across the planet are currently experiencing a human energy crisis. In surveys conducted by organisations such as Gallup, the majority of respondents share that they are struggling with their mental health, are feeling burned out, and are disengaged. This matters because people are the driving force behind every business, and if they possess little to no energy, then the business as a whole will suffer. It can easily be forgotten, but the first customer for a business is their employees, because the happier and more energised they are, the better the experience for the clients that interact with them. When it comes to productivity and creativity, therefore, energy really is everything.
Can you share some unique insights that you discussed during your visit to 10 Downing Street and how it may have influenced your approach to business?
I am fortunate to have been involved in visits to the likes of 10 Downing Street and the House of Lords. With regards to the former, it was thanks to Enterprise Nation and Emma Jones, CBE, who helped to make it happen.
They set up a meeting at 10 Downing Street between those in government involved in supporting small and medium-sized enterprises (SMEs) and a group of business owners, of which I was one. The main points of discussion during this meeting revolved around the challenges faced by SMEs across the country and how the government could offer better support for them in areas such as hiring, international trade, and access to funding.
What was clear during the meeting is that whatever stage of your entrepreneurial or business journey you are at, you will always face challenges. Challenges, however, are important because they set the stage for your personal growth. As the author Haruki Murakami said, “When you come out of the storm, you won’t be the same person who walked in.” “That’s what this storm’s all about.” There will be things that are in your control and things that are out of your control. When you focus on what you can’t control, it is easy to become paralysed by overthinking and negativity. When you focus on what you can control, however, you feel energised and empowered to take action.
One insight that I experienced during the meeting that has influenced my approach to business is the importance of surrounding yourself with business owners from a diverse range of industries. It creates an environment where you can learn from each other’s different perspectives, lessons, and insights; it allows you, for example, to bring successful ideas from another industry into your own or partner with other businesses to create something unique.
I have since made diversity of relationships a priority in my entrepreneurial journey and, as a result, have been able to learn from the likes of film directors, Michelin-starred chefs, CMOs, property developers, and hoteliers. Some of these have contributed to unique collaborations, such as the partnership with The Connaught hotel in London’s Mayfair district to create a cocktail inspired by my book, with a metaverse educational platform to host one of the world’s first book launches in the virtual world, and with illustrators to visualise my teachings and insights.
How has being a keynote speaker at high-profile organizations like Salesforce, Adobe, EY, Bain, and Oliver Wyman shaped your perspective on international business?
It is always a blessing to be invited to high-profile organisations to share my work, and what these experiences have taught me when it comes to international business is just how important it is to understand your people and audience, from showing those that you lead that they are supported and appreciated through recognition programmes and culture alignment to modelling the behaviour that you would like your organisation to embrace.
Regardless of location, the businesses that ultimately thrive over the long term are those that have a clear and compelling vision that people want to be a part of, that are focused on developing those in positions of leadership into good coaches (a Google study, “Project Oxygen,” discovered that the most effective leaders within their organisation were good coaches who didn’t micromanage), and that cultivate a culture of belonging where everyone feels they are part of something bigger than themselves and where they feel safe to express their full human selves.
Your work has been featured in prestigious publications such as Forbes and the Harvard Business Review. How do these platforms help amplify your message, and how do you determine what insights to share?
Getting featured in well-known publications is a fantastic way to help amplify my message to new audiences because everyone consumes their content through different channels. It’s why, for example, I’m present on different social media platforms (most of my energy is on my two favourite platforms, LinkedIn and Instagram), because I understand people will have a preference on where to consume the majority of their content from.
The readership for Forbes tends to be high-net-worth investors and consumers, as well as entrepreneurs, while the readership for Harvard Business Review is more geared towards those in executive positions within organisations. These platforms help because they act as a conduit for getting my ideas and work onto the radar of people who may never have come across it otherwise. They may, in turn, lead to business opportunities such as coaching and speaking or invitations to media outlets to learn more about what I do and the messages I have to share.
In fact, one article that I was featured in for a national newspaper led to me receiving a call from Sky News, who invited me to their studios for an interview. That opportunity wouldn’t have happened if it weren’t for being featured in a publication. With regards to what insights to share, these are driven by the questions I am asked and the audience that will be reading my words. My primary objective with the insights that I share is to always deliver them in a way that is digestible and where everybody can connect with them.
Considering the endorsement of your book ‘Energize’ by renowned authors like Simon Sinek and Marie Forleo, how did their feedback impact you personally and professionally?
Getting endorsements from renowned authors like Simon and Marie was a surreal moment, and it reminded me of the saying that “if you don’t ask, the answer will always be no.” It was an incredible honour to have them support my first book and for them to see value in what I had to offer.
Simon’s endorsement was particularly special given that he doesn’t appear to do it for many books. And they certainly helped in the leadup to the book’s publication in April 2022 for people to see the calibre of names gracing the cover of my book.
Each of the endorsements I received for the book had unique stories of how they were achieved, which illustrate the importance of building your network and nurturing the relationships you have. A great example of this is how Marie Forleo’s endorsement came about. One of the habits I have when attending events is that I like to arrive early and get a spot on the front row or as close to the front as possible. At one of Marie’s book launch events for Everything is Figureoutable, I noticed a guy sitting on the front row who had a certain energy about him. Once the talk ended and a queue formed around Marie to get her to sign copies of her book, I approached this guy for a conversation.
It turns out that he was Marie’s hair stylist! We ended up in deep conversation about their trip to the UK to promote the book and how they were finding the experience. I shared tips on places to visit and restaurants to eat at while they were here in London. Before we wrap up, we exchange contact details and decide to stay in touch. Two years later, at the end of 2021, my publishing team reached out to Marie to see if she would like to provide an endorsement for my book.
We heard nothing back—understandable given how many inquiries she and her team must receive every week! I therefore decided to drop her hairstylist a message to see if he could put in a good word for me. Just a couple days before we finalise the list of endorsements for the book, I get a message from my publishing team saying that Marie has provided a blurb.
This was followed by a message from the hairstylist that I had met and stayed in touch with that said, “I kept pushing them! “And then I sent a final push last week reminding them how timely it was, and then I heard they were talking to your publisher!”
As Terence McKenna beautifully said, “Nature loves courage.” You make the commitment, and nature will respond to that commitment by removing impossible obstacles. “Dream the impossible dream, and the world will not grind you under; it will lift you up.”
How has your experience on media outlets like Sky News and BBC influenced your understanding of the media’s role in business strategy and thought leadership?
My experience with media outlets such as these reminded me about just how influential their role is when it comes to highlighting issues and bringing thought leadership into the public’s awareness when it comes to business, life, and general wellbeing.
By helping to raise awareness around the work that I do, it acts as a great platform to get my work out to a larger audience. It’s why one of my goals in the coming years is to do more work with media outlets that can help amplify my message to people who may not have come across my work before.
What was the most challenging aspect of writing your début book, ‘Energize’, and how did you overcome it?
Writing “Energize” was one of the greatest challenges that I have experienced. I received the offer to write the book with Penguin Random House in April 2020, which was the same month that I became a father for the first time and the UK entered into its first lockdown as a result of the coronavirus pandemic sweeping across the planet.
To balance running a business, writing a book, and looking after a newborn at a time when our families weren’t able to visit was tough. There were moments where I wasn’t sure I could even get across the finish line with regards to finishing the book, which is why holding the first printed copy of it in my hands a few weeks before its publication was such a beautiful moment that I will never forget.
I believe that we never get far alone, which is why the support that I had around me throughout the book-writing process was so important in helping me navigate the challenges I have shared. My wife is the first person that comes to mind because of her incredible support during what was a difficult period for us both.
I was then intentional about being in regular conversation with other authors who were in the process of writing their own books so we could support one another, as well as getting involved with a mastermind group to keep me focused on the writing journey and to seek help when required.
Setting up this environment around me during the coronavirus pandemic years was crucial in helping me accomplish what I wanted to do. It’s why I believe that one of the fastest ways to make meaningful progress in any area of our lives and careers is to design an environment around us that makes it impossible not to succeed.
Given your broad range of experiences, how do you approach the process of simplifying complex business strategies for different audiences around the world?
Simplicity is key in the work that I get to do; if people find it difficult to understand what I have to say, then it’s impossible to get my message across to them.
My experience of being on stage, on radio, on TV, and in podcast interviews has helped me understand how to distil my thoughts into language that can be easily understood by all and the importance of storytelling. And this begins with understanding the audience that you are speaking to; it helps inform the stories, case studies, and analogies that you draw upon.
When talking to an audience from the film industry, for example, I will use Christopher Nolan’s film Inception as an analogy for how the coaching process works, and when talking to an audience from the executive community, I will draw on case studies with clients from the corporate world and how other leaders and organisations have demonstrated or embraced the lessons I share.
Having a broad range of experiences and insights does make this process easier, though, because it allows you to connect the dots in interesting ways to better engage with different audiences around the world.
Can you share a unique or surprising moment from your career that significantly influenced your outlook or approach to business strategy?
One of my favourite books within the field of business, which I come back to again and again, is The Go Giver by Bob Burg and John David Mann. It’s a relatively short book with a simple yet powerful message: the secret to success is giving.
Reading this book heavily influenced my approach to business and life. It taught me that our value as humans is determined by how much more we have given to the world than we have taken from it. As a result, money is simply an echo of value; the more value that you bring into the world through your products, services, and presence, the more money you get.
A question I therefore ask myself each day and encourage others to also do is the following: How can I add value to someone’s life today, however small?
If you were to mentor a young aspiring business strategist, what three key pieces of advice would you give based on your experience and success?
A common characteristic amongst the most successful is a strong bias towards action, and so the first piece of advice I would share is to collapse that gap between idea and execution because, while ideas are common, the ability to execute on a consistent basis is less so.
We can sabotage our progress by overthinking and giving in to fear and doubt. The value of any idea, however, is only realised once action is taken. As the actor Denzel Washington shared when receiving an award for his performance in the film Fences, “Without commitment, you will never begin; more importantly, without consistency, you will never finish.”
When you commit to taking at least one step forward each day in growing your business, a year from now, that becomes a minimum of 365 steps forward. Just imagine where you could be and what would now be possible.
The second piece of advice I would share is to design an environment around you that makes it impossible not to succeed—from who you spend most of your time with to the books you read, from the events you attend to the places you spend time in.
Your environment has a significant influence over how you see yourself and what you see as possible, so when you are regularly reviewing and optimising it, you are increasing your odds of success. The third piece of advice I would share is to believe that you have value to bring to the world and that you have what it takes to succeed in the long term. There are always two sales that occur: the second is selling you to others, and the first is selling you to yourself.
And until you can succeed with the first, the second will always remain a challenge. When I started believing in what I had to offer the world, I showed up differently and with more energy in the form of commitment, persistence, consistency, and focus. You will quickly notice this difference, and so will others.
As a publication devoted to the modern, ambitious, and globally-minded man, Global Man Magazine is excited to bring to you a thought-provoking conversation with a man who embodies these very characteristics. We present an exclusive interview with one of the world’s most influential figures in wellness and integrative healthcare – a consultant, a best-selling author, a speaker, and a powerful advocate for self-healing and healthy living, Dr. Fab Mancini.
From advising governmental and civic organizations, including the White House Commission for Complementary and Alternative Medicine, to transforming organizations’ approach to wellness, Dr. Mancini has made waves across different sectors and continents. He has served as the President/CEO and President Emeritus of Parker University, and his bestselling book, “The Power of Self-Healing,” has become a global phenomenon, inspiring individuals to tap into their body’s natural ability to heal itself. In this insightful interview, Dr. Mancini takes us on his remarkable journey, sharing the challenges, opportunities, and powerful stories that have shaped his career and the field of integrative healthcare.
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As a global executive and consultant in wellness and integrative healthcare, what do you consider to be the most significant challenges and opportunities in promoting self-healing and healthy lifestyles on a global scale?
When it comes to promoting self-healing and healthy lifestyles on a global scale, there are both significant challenges and incredible opportunities that lie before us, especially for high achievers. One of the most significant challenges is shifting the mindset of individuals from a reactive approach to health, where we wait until something goes wrong before taking action, to a proactive approach that prioritises prevention and self-care.
Imagine your body as a finely tuned instrument, like a sleek sports car. Just as you invest time and resources into maintaining and optimizing your car’s performance, you must do the same for your body. The opportunity lies in recognizing that your body is a self-healing marvel, capable of restoring and rejuvenating itself when given the proper conditions and care.
To seize this opportunity, I recommend starting with small, actionable steps that align with your busy lifestyle. Begin by incorporating mindful moments throughout your day, whether it’s a few minutes of deep breathing or a brief meditation session. Cultivate a nourishing relationship with food, choosing whole, unprocessed ingredients that fuel your body and mind. Engage in regular physical activity that you enjoy, whether it’s a dance class, yoga session, or brisk walk in nature.
The science supports these practices, showing that mindfulness reduces stress levels, proper nutrition strengthens immune function, and exercise releases endorphins that boost mood and overall well-being. By prioritizing these practices and integrating them into your daily routine, you can gradually transform your life and inspire others to do the same.
You have worked with various organizations and individuals to transform their approach to wellness and healthcare. Could you share a particularly memorable success story that highlights the impact of your work?
Let me share a memorable success story that exemplifies the impact of my work. I once worked with a high-powered executive, much like your readers, who was constantly under immense pressure to perform and deliver results. She had neglected her well-being for years, sacrificing sleep, healthy eating, and exercise in pursuit of professional success.
During our coaching sessions, we discussed the importance of self-care and how it ultimately enhances productivity and effectiveness. We explored practical strategies to incorporate wellness into her demanding schedule, such as creating a morning routine that included exercise, setting boundaries to ensure adequate rest, and adopting healthier eating habits.
Over time, she began to experience profound changes. She had more energy, improved focus, and a renewed sense of purpose. She became an inspiring example to her team, advocating for work-life balance and prioritizing employee well-being. This cultural shift resulted in increased productivity, reduced turnover, and improved overall company performance.
The transformative power of this success story lies in recognizing that investing in our own well-being not only benefits us individually but also has a ripple effect on our organizations and the people around us. By prioritizing self-care and leading by example, we can create a positive and thriving work environment that supports the holistic health of all.
With your expertise in executive leadership, what advice would you give to aspiring leaders in the wellness industry who aim to create a vision for growth, profitability, and value?
First, it’s essential to clarify your purpose and define your unique value proposition. What makes your approach to wellness distinct? What specific problems do you solve? Understanding your unique contribution will help you stand out in a crowded market and attract clients and partners who resonate with your vision.
Second, embrace a growth mindset. View challenges as opportunities for learning and expansion. Stay curious and open to new ideas and research, always seeking to integrate the latest evidence-based practices into your offerings. Continually educate yourself to remain at the forefront of the wellness industry and position yourself as a thought leader.
Third, foster collaboration and strategic partnerships. Surround yourself with like-minded individuals and organizations that share your values and complementary expertise. By joining forces, you can amplify your impact and create a collective movement towards a healthier world.
Finally, lead by example. Walk the talk and embody the principles you espouse. Your personal well-being and success serve as a powerful testament to the effectiveness of your approach. By living a balanced, purpose-driven life, you inspire others to follow suit and become ambassadors of wellness themselves.
As an author, speaker, and media personality, you have been influential in educating and motivating others to improve their health and wellness. How do you ensure that your message resonates with diverse audiences across different cultures and languages?
As a global author, speaker, and media personality, my aim is to ensure that my message resonates with diverse audiences across different cultures and languages. I achieve this by focusing on universal principles and values that transcend cultural boundaries.
One of the key principles is the acknowledgment of our shared humanity. Regardless of our cultural backgrounds, we all aspire to live a fulfilling and healthy life. By emphasizing this common goal, I create a bridge of understanding that allows my message to resonate with individuals from all walks of life.
Another strategy I employ is the use of relatable metaphors and personal examples. I believe stories have a unique power to connect people, and I often share narratives that illustrate the transformative potential of self-healing and healthy lifestyle choices. By providing vivid and relatable anecdotes, I tap into the emotions and experiences that are universally understood and appreciated.
Furthermore, I prioritise the translation and adaptation of my work into different languages and cultural contexts. By working with professional translators and cultural consultants, I ensure that my message retains its authenticity and relevance when shared with diverse audiences.
Ultimately, the key lies in approaching each interaction with empathy and cultural sensitivity. By recognizing and respecting the uniqueness of each individual and community, we can create a more inclusive and empowering dialogue around health and wellness.
Having served as President/CEO and President Emeritus of Parker University, what strategies did you implement to transform the institution into a growing accredited university meeting the evolving needs of the healthcare industry?
First, I focused on fostering a culture of innovation and collaboration. By encouraging interdisciplinary partnerships and creating platforms for knowledge exchange, we harnessed the collective intelligence of our faculty, staff, and students. This collaborative approach allowed us to stay ahead of emerging trends and adapt our curriculum and programs accordingly.
Second, I emphasised the integration of technology and cutting-edge research. We invested in state-of-the-art facilities and equipment, ensuring that our students had access to the latest advancements in healthcare. By embracing technology, we expanded our educational reach beyond traditional boundaries, offering online courses and virtual learning opportunities.
Third, we cultivated strong relationships with industry leaders and practitioners. Through partnerships and advisory boards, we gained valuable insights into the evolving needs and demands of the healthcare sector. This allowed us to tailor our educational offerings to align with real-world requirements and provide our graduates with a competitive edge.
Lastly, I prioritised the well-being and personal growth of our students. Recognizing that healthcare professionals must embody the principles they teach, we incorporated wellness and business education into our curriculum. We empowered our students to embrace self-care, resilience, and a holistic approach to health, ensuring that they were not only knowledgeable practitioners but also exemplars of well-being.
By implementing these strategies, we positioned Parker University as a leading institution that not only met the needs of the healthcare industry but also prepared compassionate and empowered healthcare professionals to make a positive impact in the world.
You have advised governmental and civic organizations, including the White House Commission for Complementary and Alternative Medicine. What role do you see for complementary and alternative medicine in the future of healthcare, and how can it be integrated effectively?
When it comes to the future of healthcare, I firmly believe that complementary and alternative medicine (CAM) has a vital role to play. CAM offers a holistic and patient-centered approach that complements conventional medicine, focusing on prevention, empowerment, and the body’s innate ability to heal.
Just as diverse ecosystems thrive with a wide range of plant and animal species, our healthcare system can flourish by embracing a diverse array of healing modalities. Integrating CAM effectively requires a shift in perspective, from a narrow focus on disease management to a broader understanding of health promotion and well-being.
To achieve this integration, I recommend three action steps:
First, we must foster collaboration and open dialogue between conventional and complementary practitioners. By creating forums for knowledge exchange and mutual respect, we can bridge the gap and establish a cohesive and comprehensive approach to healthcare.
Second, we need to prioritise research and evidence-based practices in the field of CAM. Robust scientific studies and clinical trials are essential for validating the effectiveness and safety of CAM modalities. By supporting and participating in research efforts, we can build a solid foundation of evidence that allows CAM to be integrated into mainstream healthcare.
Lastly, education plays a critical role. We must equip healthcare professionals with the knowledge and skills to understand and appreciate the benefits of CAM. By incorporating CAM education into medical and healthcare training programs, we empower future practitioners to embrace a truly integrative approach and provide the best care possible.
By integrating CAM effectively, we can create a healthcare system that harnesses the best of both worlds, optimizing patient outcomes, and enhancing overall well-being.
Your best-selling book, “The Power of Self-Healing,” has inspired countless individuals. Could you share a personal anecdote or testimonial that exemplifies the transformative power of self-healing?
A few years ago, I was approached by a high-achieving executive who was struggling with chronic stress, anxiety, and burnout. Despite her professional success, she felt trapped in a cycle of exhaustion and disconnection from herself and her loved ones.
During our sessions, we explored the power of self-healing and the importance of addressing the underlying causes of her stress. We delved into the concept of self-care and the transformative potential of simple practices like mindfulness, gratitude, Chiropractic care and conscious breathing.
Over time, she began to incorporate these practices into her daily routine. She set aside time for self-reflection and self-care, nurturing her body, mind, and spirit. Gradually, she noticed profound changes. Her stress levels reduced, and she gained a newfound sense of clarity, resilience, and joy.
But the transformation didn’t stop there. As she experienced the profound benefits of self-healing, she became an advocate within her organization. She implemented wellness initiatives, created spaces for mindfulness and stress reduction, and encouraged her team members to prioritise self-care.
The impact was remarkable. Employee morale improved, productivity soared, and absenteeism decreased. The organization became a beacon of well-being, attracting top talent and earning a reputation as an employer that truly cared about the holistic well-being of its staff.
This personal anecdote exemplifies the transformative power of self-healing. When we embark on a journey of self-discovery and prioritise our well-being, we not only transform ourselves but also have the potential to create a ripple effect of positive change in our personal and professional lives.
In your experience as a consultant to businesses, governments, and non-profits, what innovative strategies have you recommended to expand market share for product-driven companies while reducing healthcare costs?
Here are a few actionable steps:
First, emphasise prevention and wellness. Shift the focus from reactive treatment to proactive wellness by creating products and services that support healthy lifestyles and preventive care. By targeting the root causes of health issues and providing resources for self-care, companies can reduce the need for costly interventions down the line.
Second, leverage technology and data analytics. Embrace digital solutions that empower individuals to take control of their health and well-being. Develop smart devices, wearables, and apps that provide personalised insights, tracking, and guidance. By leveraging data analytics, companies can gain valuable insights into consumer behavior, preferences, and trends, allowing them to tailor their offerings accordingly.
Third, prioritise employee well-being. Recognise that healthy and engaged employees are the foundation of a thriving organization. Implement comprehensive wellness programs that go beyond traditional healthcare benefits. Offer mindfulness training, stress reduction initiatives, Chiropractic care and resources for work-life balance. By investing in the well-being of your employees, you foster a culture of productivity, loyalty, and innovation.
Lastly, cultivate strategic partnerships. Collaborate with other organizations in the wellness and healthcare industry to create synergistic solutions. By combining resources, expertise, and networks, companies can expand their market reach, reduce costs through shared investments, and provide comprehensive solutions to consumers.
By implementing these innovative strategies, product-driven companies can differentiate themselves, attract a broader customer base, and contribute to a healthier society while reducing overall healthcare costs.
Your radio show, “Self-Healing with Dr. Fab,” has reached a wide audience. What motivated you to start the show, and what impact do you believe it has had on promoting a positive lifestyle and self-healing practices?
The motivation behind my radio show, “Self-Healing with Dr. Fab,” stems from a deep desire to empower individuals and promote a positive lifestyle rooted in self-healing practices. The show serves as a platform for sharing knowledge, inspiration, and practical tips for cultivating well-being.
I believe in the power of education and the transformative potential of information. Through my show, I aim to reach a wide audience and provide them with actionable tools and insights that they can apply to their daily lives.
Each episode of “Self-Healing with Dr. Fab” is carefully crafted to engage, inform, and inspire. I incorporate stories, metaphors, and real-life examples to make the content relatable and accessible. I invite guest experts from diverse backgrounds and cultures to offer a wide range of perspectives and expertise.
Moreover, I actively encourage audience participation. I invite listeners to submit questions and share their own experiences, creating a sense of community and shared learning. By incorporating their voices into the show, I foster a sense of ownership and empowerment, reminding individuals that they have the ability to take control of their health and well-being.
The impact of “Self-Healing with Dr. Fab” extends beyond the airwaves. Listeners have reported positive lifestyle changes, improved mental well-being, and a newfound sense of purpose. By providing a platform for education and inspiration, the show acts as a catalyst for personal transformation and a gateway to self-discovery.
With your multicultural perspective, what lessons have you learned about the importance of cultural sensitivity and inclusivity when delivering wellness and healthcare services to diverse populations around the world?
Here are a few key insights:
First and foremost, it’s crucial to recognise and respect cultural differences. Every culture has its own unique beliefs, traditions, and practices related to health and well-being. By approaching each individual and community with curiosity, openness, and humility, we can learn from their wisdom and integrate culturally relevant strategies into our offerings.
Second, effective communication is essential. Language barriers can hinder understanding and trust. It’s important to provide information and resources in multiple languages and utilise interpreters when necessary. Tailor your messaging to resonate with different cultural contexts, ensuring that it is relatable and accessible to diverse populations.
Third, foster partnerships with local leaders and organizations. Collaborate with community leaders, cultural influencers, and grassroots organizations to understand the specific needs and challenges faced by different populations. By working together, we can co-create solutions that are culturally sensitive, respectful, and impactful.
Finally, continuously educate yourself and your team about cultural diversity and inclusivity. Invest in training programs and resources that promote cultural competency and sensitivity. By nurturing a diverse and inclusive mindset within your organization, you can provide better care and services that honour and embrace the unique backgrounds and perspectives of each individual.
Remember, true wellness encompasses physical, mental, and emotional well-being, and it should be accessible to all, regardless of cultural background or socio-economic status. By prioritizing cultural sensitivity and inclusivity, we can create a world where everyone has equal access to the transformative power of wellness.
Balthasar Fleischmann is an exceptional speaker who provides invaluable insights into effective communication and conflict resolution. Drawing on his extensive experience as a seasoned police officer and undercover agent with 35 years of experience, Balthasar is a highly sought-after speaker for events focused on these topics.
Balthasar’s speeches are not only informative but also highly engaging, with practical advice that audiences can implement immediately. He understands the importance of choosing the right words and how they can impact communication effectiveness. Balthasar’s ICE method, a practical tool for decision-making and effective communication, has been proven in a variety of settings to improve communication and achieve successful outcomes.
In addition to his expertise in verbal communication, Balthasar understands the importance of nonverbal communication and how it can convey authenticity and build rapport. He provides audiences with practical advice on how to use body language to enhance communication effectiveness.
Balthasar Fleischmann’s speeches are a must-attend for those looking to improve their communication skills and achieve successful outcomes. Book him as a speaker for your next event to gain valuable insights and take your communication skills to the next level.
“I faced many challenging situations, but I managed them all without resorting to violence. I arrested murderers and caught thieves, but saving lives was certainly the best task and guiding people on the right path with my influence.” Balthasar Fleischmann
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What inspired you to become a police officer and undercover agent, and how did you get started in this line of work?
In my personal experience of 35 years, many people become police officers because they want to serve their communities and make a positive impact. Some are drawn to the challenges and adrenaline of undercover work. For me, it was the desire to serve people with all my competence. I changed to the special unit after creating the concept for this unit. So, I was the first to be there.
What were some of the most challenging situations you encountered during your time as a police officer and undercover agent, and how did you handle them?
Police officers and undercover agents face a wide range of challenges, from dealing with dangerous criminals to managing high-pressure situations that require quick decision-making. I faced many challenging situations, but I managed them all without resorting to violence. I arrested murderers and caught thieves, but saving lives was certainly the best task and guiding people on the right path with my influence.
How do you train individuals to effectively use communication as a weapon in difficult situations, and what are some of the key skills that are required?
Effective communication skills are essential for police officers and anyone dealing with difficult situations. It’s about controlling your emotions and not being driven by anger or rage. One rule I always follow is to separate the person from their actions, focusing on the action and recognizing that there is a human being behind it with their own reasons. This allows for a better response and better control of the situation.
Can you share some examples of how the ICE method has been used successfully in business negotiations or employee conversations?
My ICE method (Identify, Corporate, and Eliminate) can be used in a variety of settings to improve communication and achieve successful outcomes. For example, in business negotiations, using this ICE method can help parties identify the key issues at hand, clarify their positions, and consider the consequences of their decisions. I give examples and tools in my seminars to help participants understand and apply my ICE method effectively.
How can individuals learn to control their emotions in challenging situations, and what role does self-awareness play in this process?
Controlling emotions in challenging situations is important for maintaining clear thinking and making sound decisions. Self-awareness is a key component of this process, as it allows individuals to recognize and manage their emotions effectively. Techniques such as deep breathing, visualization, and mindfulness can also be helpful in controlling emotions and staying calm under pressure. Training in emotional intelligence and stress management can be beneficial as well.
What are some of the common misconceptions about communication and conflict resolution, and how do you address them in your seminars and workshops?
One common misconception is that communication always involves compromise or finding a middle ground. However, this is not always the case, and sometimes one party may need to take a firm stance to protect their interests or boundaries. In my seminars and workshops, I address this misconception by teaching individuals to focus on their own needs and communicate them effectively, while also being open to hearing the other party’s perspective. I provide tools and methods that challenge traditional thinking and offer new perspectives.
How can individuals identify and remove unhelpful words from their vocabulary, and what impact can this have on their communication effectiveness?
Individuals can identify unhelpful words in their vocabulary by becoming more aware of their own language patterns and paying attention to how others respond to their words. Some common unhelpful words include blaming language, negative self-talk, and generalizations. Removing these words from their vocabulary and replacing them with more positive and constructive language can have a significant impact on their communication effectiveness. In our workshops, we help participants identify these unhelpful words and understand why they use them. We then work on replacing them with beneficial terms. As a result, participants report ongoing success and improved communication.
How do you approach situations where the other person is not willing to communicate, and what strategies can be employed in these scenarios?
Communication cannot be forced. Instead, we can try to understand the motivation behind the other person’s unwillingness to communicate and work on changing that motivation or showing them a new perspective. Active listening and creating a safe space for them to express themselves can be helpful. However, if these approaches do not work, it may be necessary to disengage and return to the conversation at a later time. Strategies such as mediation or involving a neutral third party can also be employed to resolve the conflict.
How can individuals develop their body language skills to effectively communicate their message and convey authenticity?
Developing body language skills involves being aware of one’s own nonverbal cues, such as facial expressions, tone of voice, and posture, and learning to read the nonverbal cues of others. Practicing active listening, maintaining eye contact, and using open body language can all help to convey authenticity and build rapport in communication. In our seminars, we go beyond basic body language and expand participants’ perception of themselves. We bring their body language into consciousness, work on exercises, and ensure that their body language is authentic and aligned with their message.
What advice do you have for individuals who are looking to improve their conflict resolution and communication skills, both in their personal and professional lives?
My advice for individuals looking to improve their conflict resolution and communication skills is to practice active listening, become more aware of their own language patterns, and approach difficult conversations with an open mind and a willingness to learn. Seeking out training or coaching from experienced professionals in this field can also be helpful. Effective communication and conflict resolution are skills that can be developed over time with practice and dedication. Additionally, I recommend using my ICE method as a practical tool for decision-making and effective communication. We provide support and guidance at the Decisionairs Academy, and we look forward to assisting you on your journey.
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Frederick, our guest speaker for today, has a busy schedule. He is a very well-known, popular, and successful businessperson.
In the United States, he has managed to build an empire by buying and selling businesses. He created one of the biggest law firms in the United States.
His radio show is definitively one of the top radio shows in the United States.
He supports entrepreneurs and women’s empowerment. His story tells us how he came from a very humble background. The person that Frederick has become today is a testament to his transformation.
When you see his journey and his success, it’s not something that happened overnight.
Frederick is very approachable, accessible, and supportive. He is a high achiever who works with others in communication to be there for them because he has already sorted out the existential need through his companies.
It’s not something that was handed over to him, but something he has built and made. Frederick generously shares how we can all do the same.
When it comes to success, I’m not really used to it. I’m used to struggling with every nickel. I’ve learned the three most important things in life, and if you remember these three things, as I always say, they will seriously increase your odds. Three words: resist, resist, resist.
Frederick Penney
You have one of the most successful law firms—a definitive leader above competing law firms. In many ways, you’re already there. How do I get there and how does today’s Frederick Penney apply to everybody?
You can’t give up, no matter what. I’m not giving financial advice as a lawyer, but the odds of you becoming successful financially in your life are very high. If you follow a few principles that I’ve learned from three important women, you’ll succeed.
I’m a California boy, and I grew up in Southern California before moving to Northern California later.
I was raised by my mother, and I’m going to call her a Los Angeles woman. I mean, she’s an LA woman.
That’s all there is to it.
She loved the city. She loved the life of the city, and she taught me, much like my grandma Davis, about whom I will talk a lot.
My mother taught me how to love. She’s a very loving and kind person. One of those people that just loved everybody, you know! She’s the type that—as my saying goes, “I love everybody, but I just love some more than others”—cherished some more than others too. My grandmother on my dad’s side, as well as my dad, who raised us in a very rough household, also loved us highly.
My father, at 14, was on the streets. Biker gang kind of guy with tattoos, a tough Marine in the United States Marine Corps kind of guy.
He married this wonderfully sweet woman from LA, and that’s another whole story. But I want to talk about my mother’s mother, Myrna Davis.
Myrna Davis in the 1940s did something that most women couldn’t do or didn’t do. She opened her own supermarket, and she was one of the first women in LA to open a supermarket in the 1940s. It’s called Davis Supermarket. I’ve got pictures of it. I sat on her lap when she told me about it.
She was very entrepreneurial, a tough lady. Sweet and kind, but tough.
Wherever we moved, my grandma and grandpa would live near us. She calls me Freddy. Nobody else calls me Freddy; only she calls me Freddy.
Having lost a basketball game at 15, she asked me why I thought we lost. I told her I thought they were the better team, and then she said, “Well, why were they better?”
I said that because they were faster and made more shots. “Why did they make more shots, and why were they faster than you?” she asked.
She would not let me make an excuse because, remember, she’s been through an awful lot since the 1940s.
She did this often. But this time she really drilled down on me. She turned to me and said, “Freddy. Look, if you want to be the president of the United States, you just go be the president of the United States. The only one stopping you is you.”
Myrna Davis passed away in her twenties, and when they told her she had cancer, while everyone was upset, she turned to everyone and said, “We got to die of something.” And that was her attitude.
She was just a wonderful entrepreneur, a woman that just would not take no for an answer. Becoming wealthy takes time. For the vast majority, you don’t become wealthy quickly. I mean, it takes 30 years sometimes.
What is your philosophy, Frederick? Why do some people arrive sooner than some others?
I don’t know. Some people have approached me and said, “Fred, you were lucky.”
I put myself in a lucky position. So, I think if you put yourself in a position to become lucky, although some of it is luck, the positioning is important. The odds are in your favor, but you have to constantly grind, even in the right position.
Once, my dad and mom made me go work at Vega Brothers Ranch, where the saying is “from picking peaches to private jets.”
I started picking peaches in the fields when I was 13 or 14 years old, and that’s what I did every summer.
I learned all these lessons about working hard and coming from nothing. In fact, my controller—I have a full accounting department that runs my businesses—grew up in a single-wide trailer next to me as one of my best friends.
When it comes to success, I’m not really used to it. I’m used to struggling with every nickel. I’ve learned the three most important things in life, and if you remember these three things, as I always say, they will seriously increase your odds.
Three words: resist, resist, resist.
What do I mean?
Picture my friends buying big homes, Lamborghinis, Ferraris, Corvettes, and so on, while I stayed at home in this little humble house for 10 years and saved just about every nickel I had.
I invested in other companies. I invested in real estate. I bought companies; I built companies. I bought real estate. For 10 years, I stayed in that little humble home because I wanted to take that money and invest it. I resisted getting the Ferrari, and I resisted building the big mansion.
I resisted going out to expensive dinners. We went to cheap places. We went to Walmart and the $9-a-plate restaurants. That’s what I’ve done my whole life because it didn’t bother me that I didn’t have money. It didn’t bother me that I didn’t have those things.
Today, Penney Lawyers has offices in 45 states (46 with partners) in the United States. As I built that practice, I’ve always remembered the words.
Resist, resist, resist. It doesn’t matter if you make a thousand dollars a month. Or 150,000 a month. It’s still the same issue.
Resist, resist, resist.
How can we deal with the big problems—the mindset and personality factors that contribute to our success? Do you think genes have an impact on us?
People ask about my business sometimes, and I tell them I’ve never failed. Some people have the attitude that this is boasting. When it comes to being negatively minded, I think some people have personalities that are naturally formed that way. I have a PMA attitude—a positive mental attitude. I reframe others’ problems as challenges. We don’t have problems in life. We have challenges.
I teach people that.
You just keep going forward. And that’s the way I am. I started this from nothing and built it from nothing over 31 years. It doesn’t come easy. I just grind, and I still grind to this day, but I have a positive attitude.
I don’t look at the political aspect either.
It doesn’t matter what’s happening. I’m going to have a positive attitude. I’m going to adjust my sail on my boat, and I’m going to ride the winds of change. That’s the way I approach this.
What do you think can be done by people like you to bring more justice to this world?
Well, I mean, here’s the thing that’s interesting. That’s what we do. That’s what our partners do. We help people in the worst times of their lives. That’s what we do.
But when it comes down to some women who are in another country and have little or no freedom, this service and the circumstances change in a difficult way. It is hard to comment. I did come from privilege because I was born free in the United States.
I did not come from money. I did not come with a lot of the privileges that money buys across the globe.
It’s hard because some people have it much more difficult than we do. Even though growing up was rough, it wasn’t anything compared to other people in the world. I count my blessings on that.
It’s hard to say, “Oh, this is what you need to do,” when I’m coming from the United States or you’re coming from London, where we have a higher level of freedom and security.
What can be done, and what can we do? You just help people.
I open my doors to so many people. There’s a downside, unfortunately. Some people take advantage of it. I don’t have time for everybody to be helped. Help is what I instill across my companies, right? I don’t have just a law firm.
I have a fast-food restaurant, chains that I’ve built, water parks, and entertainment centers. So, I’ve done a number of things, but I try to teach staff to help others.
You do the best you can to help others, but you just can’t do it all across every population. It’s not just about money.
Everyone thinks it’s a question like, “Oh Fred, can I have 10,000?” but no. It is not. That’s not going to solve the problem. Helping people become more aware and mentally strong is part of solving the global issue.
To avoid getting overly political, I will not mention what the Ukrainian women are going through right now. I can’t understand it. It’s brutal. Right? And how do we help people across the country and across the globe?
I do the best I can, but I can’t solve everyone’s issues.
Everybody has a vision. So, if I ask you, what is your biggest mission?
At the end of our journey through life, we each have an epitaph, a couple of lines on our stone. But the grave and hole are the same size, rich or poor, and I saw a picture the other day drawing on this comparison.
What’s important are relationships. Children: I have children and grandchildren. I have a wonderful wife.
By the way, it is my wife of 37 years who stuck by me as a nurse and put me through law school. She has helped build this with me. She’s a little different, is very reserved, and does not want any fanfare. She hates fanfare, but she’s the rock behind me, right?
I admire her and thank her for putting up with me for 37 years.
You are always dealing with legal issues, justice, and injustice, so what is something you practice that helps in managing and maintaining a positive mindset?
So that’s very difficult.
I’ll come across people in different states or in California who literally know my voice. “You’re the host of Radio Law Talk,” for which I’ll say again, we’re the second largest radio show in the United States.
It’s not a podcast; it’s a radio show that we podcast called Radio Law Talk. People walk up to me and say, We know who you are, and you’ve sued my family. You sued my company, and you sued this. There are thousands of lawsuits going on. My name’s on it.
I’ll tell you, that’s a very difficult thing that I’ve struggled with not knowing how to handle.
Unfortunately, that is how the world operates. I always say, “Well, that means I’ll help someone else out.” Maybe someone lost on the other end, but I helped people out.
I get it. People always say, “This person doesn’t like you.” I don’t like lawyers either.
I don’t like every lawyer, and I get it if I’m not liked by every lawyer. I’m okay with who I am, and I’m okay if someone doesn’t like me. I’ve learned that I should not worry if someone doesn’t like me.
That doesn’t mean I don’t want to do the best I can in this world. But if you worry about what everybody thinks of you and if they like you or not, you’ll go crazy and have a difficult time succeeding.
Someone who is too worried about that needs to know they just have to do the best that can be done.
Help others as much as you can and build relationships as best you can, and then move forward.
Tell us a little bit more about your radio show. How did you go from practicing law to experience big success in the media as well? Tell us a little bit more about your love for the media and your radio.
I met a guy by the name of Cal Hunter who is a three-time Emmy Award-nominated producer and/or newsperson. We came up with this collaboration, and, as I built my national law firm, I’ve developed on social media.
For those of you who do not know, it is Frederick William. Frederick Penny One is my Instagram, and I push social media a lot.
On a side note, our law firm has represented talkers, Instagrammers, and YouTubers out of LA. Because we are an LA office, I know a lot of these influencers, and they’re kids, by the way.
So, my producer says, “Why don’t you do a national radio show?” So, I said, okay.
I got on the local radio show, and I started Radio Law Talk. It was boring. It was the worst thing you could ever do. It was a legal discussion. And then I took the paper that I had all my notes on. I had all these notes on how I was going to run everything.
I threw it away, and I said, “You know what? Just be yourself.”
I studied the legal issues of the day and the cases of the day, and I just started talking, and that’s when it started to take off. Next thing you know, a JOR in Georgia, Idaho, New York, Chicago, all the stations, started picking up my show. Then we started building this six years ago, and now I think we’re in almost every state in the United States.
Stations pick us up. I have affiliate relations with a manager who just emailed me. Three new stations just brought us on for our next week and on to the week before.
This is my mantra for our show: “It’s the most exciting, entertaining, and only sometimes informative show on earth because we make it fun.”
Johnny Depp’s highly publicized trial was the greatest trial. I mean, we followed Johnny Depp’s trial closely. We talked about the legal issues. And the show has just boomed.
I built my own studio with Cal Hunter near my home, and it just continues to grow.
He and I built this thing six years ago, and it took off.
The World Upshift Movement was launched by award-winning civil rights campaigner Roger Casale and twice Nobel Peace Prize nominated Ervin Laszlo in Rome in November 2022.
Its mission statement speaks about working together for change from our hearts. Hearts filled with life, compassion, and solidarity with humanity instead of with hatred and fear.
Roger Casale has had a career in government, civil society, and business.
He founded the civil rights group New Europeans in 2013 and served as a Labour MP from 1997-2005.
As a government affairs advisor, he worked at board level in the aerospace sector in the UK and has also lived and worked in Germany.
Roger now lives in Rome with his partner Maria Antinori. On 21 February, Roger and Maria will be in London to present World Upshift Forum – the “feel-think-and-do tank” at the heart of the World Upshift Movement. To find out more, visit World Upshift Movement: https://worldupshift.org/
What inspired you to start the World Upshift Movement?
It’s a very kind question, but in fact the idea of starting the Upshift Movement was not mine. I was asked to do so by Ervin Laszlo, the twice Nobel prize nominated Hungarian philosopher and systems theorist.
I was also encouraged to do so by my partner, Maria Antinori, who is a biologist and has always been fascinated by the relationship between spirituality and science and is the Chair of the World Upshift Organisation, the small company we have set up in London to coordinate the movement.
Ervin Laszlo’s life work points to the need to create a much broader movement than the one he has already built up, if we are to focus greater public attention on the future of humanity and what can be done to avert disaster. I think he saw in me someone who could help him create such a movement based on my experience as a former Member of Parliament and civil rights activist.
What inspires me most about the World Upshift Movement, is the realisation that there is really only one very powerful resource which can really change the world for the better and that is the power of love. To paraphrase John Lennon – “All we are saying – is give love a chance.”
We don’t mean sentimental love or some kind or emotion here, but rather that universal regard for humanity which lies deep within us all – we just need to find it. That is why there is such a focus on meditation and mindfulness in the World Upshift Movement.
If we think about change in our own personal lives, we know that this often comes from the heart and not the head. The simple proposition of the World Upshift Movement is that if that is true for the individual, why should it not work for humanity as a whole.
What experiences did you gain from your time as a government affairs advisor?
Having worked as a Member of Parliament for eight years, including three years in government, it was a new experience to be on the other side of the fence so to speak, working from the outside into government rather than the other way around.
My most important experience was the realisation that there is no inside track and that it is not who you know but what you know that really counts. I knew quite a lot about how government and parliament work, and I knew it not from books but from experience. I was able to share this experience with clients to help them understand how to build an appropriate profile and transparent relationships of trust with political stakeholders.
I also learned about the importance of helping companies manage the risk that is generated from political instability such as the Brexit vote or the election of Donald Trump. It is not easy to navigate in a situation of political uncertainty, particularly as political change is driven by emotion not just by reason. I learned much by working through the key issues with board members and CEOs and advising on strategy to mitigate risk.
How has living in Britain, Germany and Italy shaped your approach to social change?
When you live in another country and learn another language you receive the gift of being able to see your own culture and country in perspective. It helped me to understand that wherever we are from, we have much more in common than divides us.
As a result, I now place a much greater value on the need to build consensus and to work across borders and boundaries. It’s easy to forget that we can learn a great deal even from people who we disagree with on certain issues or who are very different from us in other ways.
By chance, I was living in Berlin in 1989 when the Berlin wall came down. That has left a lasting conviction that change from below is possible and that freedom and democracy are precious values which we all have a responsibility to nurture and protect.
Can you tell me a bit about the work you did as a Labour Member of Parliament for Wimbledon?
I won the seat – which had been held for 50 years by the Conservatives – on a record 18% swing in one of the biggest swings of the night when Labour swept to power in 1997. Having won as Labour candidate, I worked hard to show my constituents that I was elected to represent them all.
My predecessor had rarely visited the constituency. On the other hand, I lived in the area and worked hard for all my constituents. People would sometimes say to me “I didn’t vote for you, but you are doing a good job for me.” That taught me something important about my job.
Although I lost the seat in 2005, I felt that I had set the bar higher in terms of how people in Wimbledon expected to be represented. In fact, it’s a kind of upshift! Wimbledon still has an MP who works hard for the community, albeit from another party. That’s what really matters to the people who live there.
In what ways can governments around the world benefit from the World Upshift Movement?
I think the best answer I can give right now is that we will have to wait and see! Much will depend on how fast the movement grows and whether the great work that is already going on is scalable.
I do think, however, that there is very widespread concern in many parts of the world about the quality of our democracy and the capacity of our political systems to govern in a climate of populism and fear.
By bringing people together for change from the heart, the World Upshift Movement can help generate consensus and refocus public debate.
Too often political arguments flare up at the extremes when what we really want the discussion to do is to bubble along in the middle! No one has a monopoly of wisdom and the best policy outcomes often come about through a more inclusive approach, including the use of citizens’ assemblies.
The World Upshift Movement will be working with organisations that promote deliberative democracy, including through citizens panels and citizens juries, which give ordinary citizens the opportunity to take part in decision-making between elections and not just when it’s time to vote.
Such an approach goes hand in hand with other aspects of our work at the World Upshift Movement. Without an awareness of our possibilities and responsibilities as citizens, it will be difficult to achieve the critical number of engaged citizens who can help us renew and strengthen our democracies.
