In a world full of constant distractions, the people who choose to make time for us stand out — and for Charlie Horonzy, founder of Focused Up Financial, that simple act has become one of the clearest measures of trust. Across his career, Charlie has experienced both the steady confidence that comes from a generous mentor who always shows up, and the frustration that emerges when communication breaks down and leadership disappears. Those two contrasts shaped his entire understanding of trust,...
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In a world full of constant distractions, the people who choose to make time for us stand out — and for Charlie Horonzy, founder of Focused Up Financial, that simple act has become one of the clearest measures of trust. Across his career, Charlie has experienced both the steady confidence that comes from a generous mentor who always shows up, and the frustration that emerges when communication breaks down and leadership disappears. Those two contrasts shaped his entire understanding of trust,...
In a world full of constant distractions, the people who choose to make time for us stand out — and for Charlie Horonzy, founder of Focused Up Financial, that simple act has become one of the clearest measures of trust. Across his career, Charlie has experienced both the steady confidence that comes from a generous mentor who always shows up, and the frustration that emerges when communication breaks down and leadership disappears. Those two contrasts shaped his entire understanding of trust,...
Trust in financial planning isn’t built in the big moments — it’s revealed there. Most people think of trust as something you prepare for like a final exam, with a clear date and time on the calendar. But what if the real tests come without warning? What if trust works more like a pop quiz, where the only thing that matters is whether you’ve been doing the work all along? For Levi Anderson, a financial planning manager at EP Wealth Advisors, this idea became clear through two very different e...
Trust in financial services isn't built through credentials or polished sales pitches. It’s earned through transparency, consistent communication, and a genuine willingness to help—even when there's nothing in it for you. But what happens when those elements are missing? The contrast can be stark, stressful, and leave you wondering if you got a fair deal. Ian Bloom, a financial life planner, knows this better than most. Through two vastly different mortgage experiences (one that exemplified t...
Trust isn't built on promises… it's built on follow-through. In this episode, Anne speaks with Gloria Garcia Cisneros, Certified Financial Planner and financial educator, about what it means to build and rebuild trust in an industry that often struggles with authenticity. Gloria shares how genuine connection, shared identity, and vulnerability helped her form a lasting mentorship with a fellow Latina advisor. From a chance meeting at a conference dance floor to years of mutual support, Gloria...
Managing someone’s wealth isn’t just about numbers, strategies, and returns—it’s about trust. In this episode, Anne sits down with Nicole Meihofer, founder of Pearlvest Capital, to explore the deeply personal side of wealth management. Nicole shares her journey from Merrill Lynch to launching her own independent firm, revealing how personal loss and professional challenges shaped her empathetic, client-centered approach. Through stories (like guiding a client through trauma spending after los...
Trust may be the cornerstone of every successful relationship, but do we really understand how it works? Many talk about “building trust,” yet trust can’t be constructed like a wall of bricks… it has to be earned, moment by moment, through actions that prove reliability and integrity. Few people know this better than Anne Claessen, CEO of Cashflow Podcasting, whose career has been shaped by both the rewards of trust well-placed and the costs of trust misplaced. Anne reveals how a great leader...
In the competitive landscape of modern business, trust isn't just a nice-to-have. It's the invisible force that transforms transactions into lasting partnerships. This inaugural episode explores how prioritizing authenticity and honesty in your business relationships creates a powerful competitive advantage that goes far beyond any single sale. We dive deep into the counterintuitive truth that being willing to walk away from a deal when it's not the right fit actually strengthens your r...
When building a team, conventional wisdom suggests casting a wide net to find the best talent. But what if the secret to building a thriving company culture lies in doing the exact opposite? This episode explores the provocative "hire no strangers" philosophy that challenges everything you think you know about early-stage recruiting. Through the insights of serial entrepreneur Jothy Rosenberg, we uncover how prioritizing existing relationships and proven trust over impressive resumes can dram...
In the world of financial planning, impressive credentials and industry certifications are everywhere—but do they guarantee trustworthiness? This eye-opening episode features financial planner Mary Ann Sullivan, who reveals the crucial distinction between credibility and trust that every consumer needs to understand. The conversation takes a deeper dive into Mary Ann's unique philosophy of empowerment over dependency, challenging the traditional financial services model where clients re...
The Rise and Fall of Trust dives deep into the defining moments when trust is earned, shattered, or put on the line. In each episode, hosts Anne Claessen and Pete Mockaitis sit down with bold, honest professionals–from wealth advisors and legal experts to executive coaches and thought leaders–who’ve seen trust tested in real time. Through real-world stories of extraordinary follow-through and shocking betrayal, you’ll gain powerful insights into how trust shapes reputations, relationships, an...
In a world full of constant distractions, the people who choose to make time for us stand out — and for Charlie Horonzy, founder of Focused Up Financial, that simple act has become one of the clearest measures of trust. Across his career, Charlie has experienced both the steady confidence that comes from a generous mentor who always shows up, and the frustration that emerges when communication breaks down and leadership disappears. Those two contrasts shaped his entire understanding of trust,...
