Steve PerryEvery podcast appearance, updated as new ones drop

Most advisory firms assume growth slows because they need more leads. More marketing. More referrals. More content. More lead generation. Steve Perry argues the opposite. Growth often stalls because firms run out of organizational capacity long before they run out of demand. In this episode of Advisor's Edge, Chad Ramberg and Chuck Failla sit down with Steve Perry, Founder & CEO of The Well, to discuss why talent acquisition may be one of the most overlooked drivers of enterprise value in wealth management. The conversation goes far beyond recruiting. It explores founder leverage, succession planning, operational leadership, organizational design, human capital economics, and why firms that scale successfully think differently about talent. What You'll Learn ✅ Why talent acquisition may be the second half of organic growth ✅ The hidden growth bottlenecks inside many advisory firms ✅ Why succession problems often begin years before retirement ✅ The operational leverage created by great COO hires ✅ Why retention is often a role-design problem ✅ How remote work changes access to elite talent ✅ Why human capital may be the most undervalued investment in wealth management ABOUT THE GUEST Steve Perry is Founder & CEO of The Well. The Well helps growth-stage RIAs and independent wealth management firms recruit advisors, leadership talent, and operational staff needed to scale. 🔗 LinkedIn: https://www.linkedin.com/in/realsteveperry/ 🔗 Website: https://thewell.solutions/ ABOUT ADVISORS EDGE Advisor's Edge is hosted by Chad Ramberg and Charles "Chuck" Failla. The show helps advisors, firm owners, and operators think more clearly about the decisions that shape growth, leadership, operations, risk management, and long-term enterprise value. Chad Ramberg President, Box Professional Insurance https://www.linkedin.com/in/chad-ramberg-71278533/ Charles "Chuck" Failla, CFP Founder + CEO, Sovereign Financial Group, Inc. https://www.linkedin.com/in/charlesfailla/ SPONSOR Special thanks to Box Professional Insurance for supporting The Advisor's Edge Podcast. You already know the back office is where the liability hides. The miscalculated fee. The onboarding step that got skipped. The vendor handling client data you've never actually vetted. Most RIA insurance policies weren't built with any of that in mind. BPI was. They help advisors find the exposure before it finds them. Take the FREE C³ Coverage Diagnostic and get your score in under 2 minutes. 🔗 RIA Coverage Diagnostic Assessment: https://www.boxproinsurance.com/ CHAPTERS 00:00 Introduction & Why Most Firms Treat Hiring Like a Fire Drill 01:26 The Well's Core Thesis: Talent Acquisition Is Growth 03:20 Why Advisory Firms Struggle to Build Capacity 06:08 The Hiring Mistakes Firms Keep Repeating 10:18 Hire Fast, Fire Fast? Steve's Philosophy Explained 12:27 Why Retention Problems Start in the Job Description 15:08 The Real Cost of the Wrong Hire 17:10 The Most Undervalued Investment in Wealth Management 20:03 What Enterprise Value Has to Do With Talent 23:12 The Advisor Talent Gap Nobody Talks About 28:48 The Successor

Caroline Biesalski opens the episode with a thought-provoking discussion on writing your eulogy, featuring insights from Steve Perry. Steve shares his transformative journey from a lucrative career to discovering a new calling, emphasizing the importance of aligning one's life with purpose. The conversation touches on financial lessons and how they intertwine with living a purpose-driven life. Steve offers advice on recognizing the right time for making significant life changes and maintaining motivation along the way. He also highlights valuable resources and the role of coaching in personal growth, inspiring listeners to consider their own paths to fulfillment. (0:00) Introduction and Steve Perry's take on writing your eulogy (1:12) Steve Perry's journey from a lucrative career to a new calling (3:48) Financial lessons and living a purpose-driven life (9:59) Recognizing the right time for life changes and staying motivated (14:36) Steve Perry's resources and the importance of coaching

Building Capacity & Using Positive Stress to Drive Business Growth Podcast: Profit With A Plan - Episode 309 Release date: July 1, 2025 Guest: Steve Perry, Founder of The Well Recruiting Solutions & Author of The Capacity Model Host: Marcia Riner, Business Growth Strategist at Infinite Profit® Episode Summary Is stress holding you back—or pushing you forward? In this game-changing episode, Steve Perry breaks down how positive stress can expand your leadership capacity, grow your business, and create teams that thrive. Discover how to shift from breakdown to breakthrough, empower your team, and build a business that scales without burning out . Whether you’re hiring your first employee or leading a large organization, this episode is packed with insights on capacity-building, mindset, team empowerment, and stress as a growth signal. 🔑 Key Takeaways How stress can be a gift and a trigger for growth The 3 stages of breakdown—and how to avoid them Steve's Capacity Model pillars: Education, Habits, Relationships Leading through change without losing your team Why you must "fire yourself from the day-to-day" to scale 🕒 Timestamps for Key Points 00:00:08 – Can stress actually supercharge your business growth? 00:02:19 – Guest intro: Steve Perry’s journey from teen entrepreneur to Fortune 100 exec 00:05:50 – Building a business from necessity and grit: Steve’s entrepreneurial start 00:07:00 – “Begin with the end in mind”: Goal-setting as a stress reframer 00:09:00 – The Capacity Model: Stress is a gift 00:10:00 – The 3 stages of breakdown: disappointment → disillusionment → greener pastures 00:12:27 – The breakthrough alternative: how to actually grow your capacity 00:13:15 – 3 pillars of capacity: education, habits, and relationships 00:14:13 – How to shift your mindset in the middle of disappointment 00:15:12 – External inputs: mentors, coaches, and capacity lifters 00:17:00 – Applying this model across marriage, parenting, and personal life 00:18:30 – Frequency of hitting capacity ceilings—daily or monthly? 00:20:04 – Leading through a business pivot: Steve’s firsthand experience 00:22:41 – Why team alignment and transparency are key to embracing change 00:23:18 – Using stress to spark skill development and new opportunities 00:25:07 – The 4 truths of capacity-building Personal and professional stress are intertwined “Whether you think you can or can’t—you’re right” Life is hard—or life is hard Doing more ≠ working more hours 00:30:11 – Maximizing impact with the same 168 hours: the 1% that creates 50% of your results 00:32:12 – Where to find Steve and his free resource: HireTheWell.com 00:34:06 – Marcia’s takeaway: using stress to break through growth ceilings 🔗 Resources & Mentions 🎯 Download Steve’s 10 Must-Ask Interview Questions: HireTheWell.com 📘 The Capacity Model by Steve Perry 📲 Follow Steve Perry on LinkedIn: Steve Perry 💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at htt

Who leaves a $900,000 year job? Someone redefining their purpose, that's who. In this episode, Steve Perry brings the answers, sharing his journey from commercial fisherman to building The Well Recruiting Solutions and placing top talent in wealth management. He explains how viewing every challenge as an opportunity—fueled by his faith and the “Living Forward” life-plan exercise—can keep you resilient and focused. Now, draft your own purpose-driven roadmap: pinpoint your core gifts, envision your legacy, and align every hire and strategy to accelerate your business’s impact. To connect with Steve Perry: Facebook: https://www.facebook.com/real.steve.perry.facebook LinkedIn: https://www.linkedin.com/in/realsteveperry/ Instagram: https://www.instagram.com/real.steve.perry Website: https://thewell.solutions/ YouTube: https://www.youtube.com/@RealStevePerry Books: https://www.amazon.com/stores/author/B098KGXMHK Free Gift: Free Success Blueprint: https://hirethewell.com/ To connect with Frank Iglesias: https://www.frankiglesias.com/links . To partner, do business, get FREE resources or get coached by Frank, visit the links at Frank’s site, message me on social media or call/text us at 678-408-2228. I also do free introductory calls at the link below. ⁠ https://calendly.com/seefrank/synergy-chat

Financial freedom is more than a dream—it's a strategy, a mindset, and a decision to live with intention. In this transformative conversation, Steve Perry , a former financial advisor turned founder of The Well Recruiting Solutions , shares how walking away from a $900K corporate career helped him gain real wealth: time, purpose, and impact. For anyone chasing financial freedom , this episode answers your burning questions: How do you leave a high-paying job without sacrificing your future? Can you scale a business that aligns with both your values and income goals? What does it look like to live with margin lifestyle and build lasting wealth? Steve’s entrepreneurship journey is packed with hard-won insights. He explains how financial literacy helped him create the space to launch a company, how the capacity model book reframes stress as a signal for growth, and how generosity mindset isn't just a feel-good idea—it’s a strategic advantage. We also dive into his niche: wealth management recruiting and human capital strategy . If you're a growing firm looking for elite talent, or a candidate wondering how to stand out in a noisy market, Steve breaks down how passive candidate recruiting is changing the hiring game. This podcast episode is for professionals, advisors, entrepreneurs, and high-income earners contemplating a career pivot story or longing for more than just another promotion. Get ready for practical steps, authentic inspiration, and a real conversation about what wealth actually means. 📘 Check out The Capacity Model : https://amzn.to/3HsSGLU 00:00 – Intro: Meet Steve Perry 01:15 – Steve’s early entrepreneurial roots and financial services path 02:45 – Leaving corporate life: $900K/year to entrepreneurship 04:10 – What clients come to Steve for: talent & strategy 05:30 – Financial freedom & the cost of lifestyle creep 07:00 – The meaning behind “The Well” 08:45 – Living with margin and giving away 30% 10:20 – Job market misconceptions & recruitment noise 12:30 – The power of personal connections in hiring 14:15 – How Steve maintains VIP client relationships 15:45 – Key lessons from financial advising 17:00 – The Capacity Model and redefining stress 19:00 – Finding your purpose beyond the paycheck 20:30 – How to connect with Steve Perry To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click

In this episode of BizBlend , host Sana sits down with Steve Perry, a bold faith-driven entrepreneur and former Fortune 100 leader, to unpack the raw reality behind building teams that scale and navigating leadership with conviction. From launching a business at 15 to leaving a $900K job, Steve shares why entrepreneurship isn’t for everyone, what it really takes to lead with purpose, and how startup founders can avoid the most common hiring and accountability mistakes. Whether you’re struggling to build the right culture, misfiring on team performance, or leading from a place of burnout—this episode is your strategic reset. About the Guest: Steve Perry is the founder of Hire The Well, a fast-scaling talent solutions firm helping growth-stage businesses build aligned, high-performance teams. With 17+ years of leadership experience at New York Life and a lifelong entrepreneurial mindset, Steve now blends bold faith with business acumen to help companies build, hire, and lead better. Key Takeaways: Entrepreneurship isn’t for everyone—it requires calling, clarity, and conviction. Faith-driven leadership brings humility, boldness, and long-term vision. Accountability starts with clear expectations, not just motivation. Culture rooted in values like excellence, generosity, and growth outlasts pivots. The biggest hiring mistake? Choosing comfort (referrals) over capability. Connect with Steve Perry: Website & Free Resource: https://www.hirethewell.com/ LinkedIn: https://www.linkedin.com/in/realsteveperry/ Want to be a guest on BizBlend ? DM on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Tune to all our 15 podcasts: https://www.podbean.com/podcast-network/healthymindbyavik Subscribe To Newsletter: https://healthymindbyavik.substack.com/ Join Community: https://nas.io/healthymind Stay Tuned And Follow Us! •⁠ YouTube – https://www.youtube.com/@healthymind-healthylife • Instagram – https://www.instagram.com/healthyminds.pod • Threads – https://www.threads.net/@healthyminds.pod • Facebook – https://www.facebook.com/podcast.healthymind • LinkedIn – https://www.linkedin.com/in/reemachatterjee/ | https://www.linkedin.com/in/avikchakrabortypodcaster #podmatch #healthymind #bizblend #leadership #entrepreneurship #faithdriven #startupculture #teamgrowth #accountability #hirebetter

Come relive the glory days of Stuck in the '80s and journey back to 2011 when Spearsy got the chance to interview former Journey frontman Steve Perry. Oh, it's a classic chat full of twists, turns and revelations galore. Our Sponsors The 2025 lineup of The 80s Cruise features Squeeze, Adam Ant, Christopher Cross, Sheila E, Men at Work, Andy Bell of Erasure, Warrant, FireHouse, Dokken, Information Society, Kurtis Blow, Honeymoon Suite, The Alarm, Faster Pussycat, T'Pau, From the Jam and Musical Youth. Tribute bands now include Sunset Boulevard, Trial by Fire and The Reflexx. Listen to this week's show for a special promo code that will give first-time cruisers $200 in cabin credit. For more information, go to www.the80scruise.com . Our podcast is listener-supported via Patreon. Members get special swag and invitations to patron-only Zoom happy hours with the hosts of the podcast. Find out more at our official Patreon page . The Stuck in the '80s podcast is hosted by creator Steve Spears and Brad Williams. Find out more about the show, celebrating its 19th year in 2024, at sit80s.com . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This is an in-depth episode all about getting better Bird-In-Flight photographs. In this episode, we interview Steve Perry . Steve is a popular author, YouTube Creator and wildlife photographer. Steve hosts a very popular YouTube channel - Backcountry Gallery where he shows the viewers precisely how to operate many different equipment brands and discusses wildlife photography techniques. We discuss in depth - Steve's new book, Secrets to Stunning Bird-In-Flight Photography . Everything from equipment choices to exposure to auto focus. This is a comprehensive interview that is our longest podcast episode to date, so settle in to absorb a ton of great information. You can also send you comments to me at terry@imagelight.com or visit my web site www.imagelight.com