UBS Advisor Podcasts

mitch slater discussing raising financially responsible children
34:06

From Vision To Venture: The New Wave of Entrepreneurs

In this episode, Samii and Mitch are joined by Kyle Waldrep, Founder and CEO of Dottid based in Dallas, TX, and also the co-host of the podcast Intersections. Kyle opens up about his passion for entrepreneurship, faith, and leadership sharing best practices for the next generation of innovators. He reveals how resilience, purpose, and strong values can shape both business success and personal growth. This is a conversation about building with conviction, leading with integrity, and inspiring tomorrow’s leaders.

34:04

Wealth That Lasts – The Difference Between Value and Values

In this episode, Samii and Mitch are joined by Jim Shields, entrepreneur, investor, attorney, and author of Wealth That Lasts. With decades of experience guiding business owners through exits, and transitions, Jim shares hard-won lessons, introduces his new venture Lighhouse Value Partners, and explains why true wealth is measures not just in capital, but in values and legacy.

31:59

Living by design: prioritizing what matters as an entrepreneur.

In this episode, Samii and Mitch are joined by Dave Wescott, serial entrepreneur and CEO of Evergreen Brands. Dave is an inspiring entrepreneur, marathon runner, motivational speaker, and dedicated husband and father of three. Dave reveals how he balances growing a thriving business with being present for his family, offering practical tips and heartfelt insights on living a life by design.

45:31

The Titan Of Leadership

In this episode, Samii and Mitch are joined by Sean Magennis, entrepreneur, former President and COO of YPO Global, and currently heading up Global Member Development at Tiger 21. Sean is a titan of leadership and business growth with over three decades of experience nurturing global companies to sustainable success. Sean also shares his dedication to peer learning and talks about best practices on wealth preservation and leaving a greater legacy for the next generation.

27:28

Making BIG happen

Episode description: Samii and Mitch are joined by Mark Moses, Founding Partner and Executive Chairman of CEO Coaching International, to discuss his book “Making Big Happen.” Listen to hear how he helps business leaders create and implement repeatable processes that help them achieve growth.


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Dallas, TX 75201

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