"Artists are business owners." - Jennifer Luney

In this episode of Brave New Wealth, host Julienna sits down with Jennifer Luney, a seasoned private wealth banker with over 25 years of experience, and a passionate advocate for the arts. Jennifer shares how her career in financial services has been shaped by a focus on relationship building, servant leadership, and the courage to step outside her comfort zone. This conversation goes beyond banking. From common financial mistakes business owners make, to why networking and community engagement matter more than ever, Jennifer offers insights with heart and wisdom. You’ll also hear how her work with the Visual Arts Guild of Frisco is bridging the gap between business and creativity, and how upcoming events like Art in the Arena are turning passion into powerful community impact.

🔑 Key Takeaways:

• Why stepping out of your comfort zone leads to real growth
• The top mistakes entrepreneurs make and how to fix them
• How to blend business savvy with artistic passion
• The power of servant leadership in high-stakes industries
• Supporting local artists through community-driven events

🎧 Tune in now and discover how wealth, wisdom, and creativity intersect in Jennifer’s story. Learn more about Visual Arts Guild of Frisco: https://www.vagf.org/ Connect with Jennifer: https://www.linkedin.com/in/jenniferbejtovic/ Special

Thanks to Sponsor @Engineered-Tax-Services

Produced by @BrilliantBeamMedia

#BraveNewWealth #WomenInFinance #BusinessTips #ServantLeadership #ArtsAndBusiness #Entrepreneurship #VisualArtsGuild #JenniferLuney #PodcastForLeaders

What’s your business really worth and are you ready to let go?

In this episode of Brave New Wealth, host Julienna sits down with entrepreneur and business broker Rochelle O’Brien to uncover what it really takes to prepare for a successful business exit. From mastering your numbers to building a solid team, Rochelle shares candid insights and practical strategies every business owner needs to hear.

🎯 Key Takeaways:

• Why Rochelle became a business owner before helping others sell
• * What every owner gets wrong about their company’s value
• * How to balance life, leadership, and letting go
• * The red flags buyers see that you might miss
• * Why training your team could be your best exit plan
• * The power of education in building long-term value

Learn more about Rochelle O'Brien: https://www.bizdealmaker.com/

Thank you to sponsor @Engineered-Tax-Services

Produced by @BrilliantBeamMedia

🎧 Listen now and take the first step toward a better business future.

🔔 Don’t forget to like, subscribe, and share this episode with a fellow founder.

#BraveNewWealth #BusinessBroker #ExitStrategy #Entrepreneurship #SmallBusinessTips #RochelleOBrien #PodcastForEntrepreneurs

"Co-creation is a beautiful process." - Brian Payne

In this episode of Brave New Wealth, host Julienna sits down with Brian Payne, President and CFO of Engineering Tax Services, for a thought-provoking conversation that explores business as a living, breathing work of art. They unpack what it means to co-create in business, where emotional intelligence, vision alignment, and even healthy conflict become essential tools for innovation and growth. Brian shares wisdom from his leadership journey, emphasizing the need to nurture foundational "roots" for long-term success.

This episode offers a fresh perspective on leadership, culture, and what it truly takes to create something meaningful with your team.

Key Takeaways:

• Think of business as an ecosystem, not just a system
• Sustainable growth begins with strong roots
• Conflict can be productive when handled with emotional intelligence
• Co-creation requires intentionality and shared vision
• Leadership is about conducting the symphony, not playing every instrument

Learn more about Brian Payne: https://engineeredtaxservices.com/bios/brian-payne/

Thank you to sponsor: ⁨ @Engineered-Tax-Services

Produced by @BrilliantBeamMedia

🔔 Don’t forget to like, subscribe, and share if this conversation sparked something new for you.