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Business Evolution Summit Recap

OVERVIEW

The resources & recommendations below come from this summit’s participants & special guests, thank you all for contributing! In this you can find:

  • Key Takeaways
  • Complete Resource List
  • Speaker Replays

 

✪ Know Your Number Exercise

Led by Chris Coggin

Other ways to interact with Chris:

Chris’s LinkedIn

Peak Collective – the Middle School Chris co-founded.

Listen to his FRD Podcast Episode: Reimagining the Middle School Experience

✪ Defining Success Before You Chase a Number

Led by Eric Farewell

Other ways to interact with Eric:

Aviator Paramotor

Instagram

Eric’s LinkedIn

✪Tax Strategies to Protect Your Money

Raj Gupta Interviewed by Justin Donald

Other ways to interact with Raj:

Raj is a co-founder and managing partner of Impact Prosperity.

Email: raj@impactprosperity.com

✪ Andrew Howell & Adam Stock

Entrusting Your Money and Talking Money with Your Family

Other ways to interact with Andrew:

Andrew’s LinkedIn

Andrew is the Co-Founder of the Salt Lake City law firm York Howell, which is known as one of Utah’s fastest-growing companies.

He is also the co-author of the book, Entrusted: Building a Legacy That Lasts, which features seven core disciplines of successful wealth transfer of high-net-worth families going back hundreds of years. He is also the co-author of a follow-up book, Riveted: 44 Values That Change the World.

Conversation starters with your band, self, or spouse.

  • How would you guess your kids perceive money and wealth based on what you say and do?
  • What values are most important to you, and what are the stories that have catalyzed their
    importance?
  • What are the stories/lessons you learned from your parents/grandparents that you want
    your children to know?
  • What have you intentionally shared/not shared with your kids at various ages?
  • What will you aim to share with each of your kids, and at what age?

 

Business Evolution Goal Setting Call

ABOUT THIS CALL

Pillar: Business Evolution

Goal setting in Business Evolution is essential because it helps us consciously align our work with our commitment to being family men first. By setting clear, intentional goals, we create businesses that support our family values and lifestyle, rather than letting our businesses dictate how we show up for our families. It ensures that we prioritize what matters most—our relationships—while still fostering growth and success in our professional lives. In this way, goal setting becomes a tool to help us lead with purpose and balance.

Why This Call Matters

It provides us with the tools and mindset to intentionally structure our businesses in a way that honors our primary role as family men. It’s an opportunity to reassess our priorities, ensuring that our professional ambitions don’t overshadow what truly matters—our relationships at home. By focusing on goal setting, we learn how to create businesses that support, rather than compete with, our roles as husbands and fathers, fostering both personal and professional fulfillment.

 

  •  Important Agreement for Participation

#1. End-to-End Attendance: please be prepared to be present from beginning to end.

#2. Be Stationary: please be prepared to participate from a stationary spot. Participation in a moving vehicle, while on a walk, etc., will not work.

#3. Sensory Engagement: Please have both your video and audio on through your computer/laptop/cellphone.

#4. Fully Present: Please eliminate notifications, distractions, or anything that will take your attention from the experience.

CALL STRUCTURE

2:00-2:10pm CST

  • Introduction

2:10-2:40pm CST

  • Worksheet Break-Outs

2:40-3:00pm CST

  • Crowdsourcing takeaways/Close

This is your monthly time to connect/ reconnect with other members of the group, get aligned with opportunities to level up in the pillar of the month, and crowdsource wisdom from the most epic dads community on earth.

Frontman Training

Welcome to being a Front Man! Watch this 3min intro from Brent Perkins.

Next…

This video provides insights into the role and responsibilities of a “front man” in a group setting, focusing on personal growth, leadership, and effective group dynamics. The main topics and lessons in the 30 minute video are:

  • Core Qualities of a Front Man:
    • Passion: Essential for driving the group’s energy and commitment. The front man should genuinely care and prioritize the group’s objectives.
    • Prioritization: Ensuring that group meetings and activities are a top priority for members, aiming for consistent attendance and engagement.
    • Vulnerability: Encouraging openness and honesty within the group, allowing members to share experiences and support each other deeply.
  • Gestalt Approach:
    • Emphasizes the idea that “the whole is greater than the sum of its parts.”
    • Encourages experience sharing rather than giving direct advice, fostering a deeper understanding through multiple perspectives.
  • Curiosity Over Confrontation:
    • Leaders should choose curiosity to explore different perspectives rather than confront others with their own beliefs or truths.
    • This approach helps in understanding others’ experiences and creating a supportive environment.
  • Truth and Belief:
    • The concept of personal truths is discussed, highlighting that truths are subjective and based on individual beliefs layered over facts.
    • Sharing personal truths can help others see different perspectives and foster mutual understanding.
  • Role of Vulnerability in Leadership:
    • Leaders are encouraged to step out of their intellect and into their heart, focusing on emotional presence rather than analytical thinking.
    • Vulnerability is seen as a strength that allows for deeper connections and understanding within the group.
  • Process and Evolution:
    • The journey of personal and group development is ongoing, with no definitive endpoint. It’s about continuous growth and learning.
    • Emphasizes the importance of showing up and being present, both in personal life and group settings.
  • Creating a Supportive Environment:
    • Encourages the formation of a safe space where members can express themselves freely and support each other.
    • The importance of maintaining a flexible agenda to address the group’s immediate needs and concerns.
  • Practical Tips for Front Men:
    • Share experiences rather than advice, ask probing questions, and maintain a flexible approach to group dynamics.
    • Use tools like a list of questions to facilitate deeper discussions and maintain regular check-ins with group members.

Here is the link to the deep dive questions.

Mental Toughness: Creating Anti-Fragile Kids w. Mike Wagner

Mike Wagner

Mike Wagner is the owner of Storage Rebellion and a dedicated advocate for financial freedom and personal growth. With a background in real estate investing and success mentoring, Mike brings valuable insights into nurturing resilience and strength in children.

Mike Wagner founded Storage Rebellion in 2007 with a bold entrepreneurial spirit and a mission to empower others to master their money and redefine success. His real estate ventures now manage over $3.6 million in assets, generating significant annual revenue. Beyond financial success, Mike believes in aligning time and resources with personal values, emphasizing stewardship and sharing blessings with others.

As a member of Front Row Dads since January 2020, Mike is committed to fostering positive parenting and family values. He believes in equipping children with mental toughness—a trait crucial for navigating life’s challenges and achieving resilience.

Join Mike Wagner in exploring strategies to cultivate mental toughness in children, helping them thrive in an ever-changing world.

Intentional Family Meetings: Routines for Connection and Growth w. Fritz Disque

Fritz Disque

Executive Director of the Disque Foundation and Co-Founder of Save a Life Certifications by NHCPS. With a background blending medical expertise and innovation, Fritz is passionate about empowering individuals with life-saving skills globally.

Fritz Disque brings a wealth of experience as the Executive Director of the Disque Foundation and Co-Founder of Save a Life Certifications by NHCPS. His journey began at Purdue University in pharmacy, leading him through medical school at Des Moines University and an anesthesiology residency at Rush University. For over a decade, Fritz has been instrumental in delivering vital healthcare education worldwide through Save a Life Certifications, democratizing medical education and equipping individuals with essential life-saving skills.

As a devoted family man to his wife Jenny and their three young children—Eddie, Sammy, and Bella—Fritz understands the importance of family and community. His commitment to fatherhood and personal growth led him to join Front Row Dads in February 2019, seeking a community that values putting fatherhood first.

Fritz enjoys paddleboarding, hiking, and exploring nature with his children when he’s not leading remote teams across multiple companies. Join Fritz Disque in exploring how intentional family meetings can foster deeper connections and growth within your family.

Rites of Passage w. Chris Bruno

Chris Bruno

Chris Bruno is a therapist, author, and founder of Restoration Project, dedicated to reconnecting men with their stories, their hearts, and the people they love. With a focus on men’s work and youth development, Chris specializes in guiding young men through transformative Rites of Passage from adolescence to manhood.

As the author of “Man Maker Project: Boys are Born. Men are Made,” Chris emphasizes the importance of intentional mentorship, storytelling, and outdoor adventures in shaping the identity, purpose, and responsibility of young men. His work helps fathers and sons build strong, lasting bonds while preparing youth for the challenges and opportunities of adulthood.

Youth Sports Coaching & Parenting w. Jon Berghoff

Jon Berghoff  

What coaching youth sports can teach us about high performance parenting 

Join Jon Berghoff, long time Front Row Dad, and legendary entrepreneur, for a fascinating journey into the psychology of coaching, parenting and leading, based on lessons from coaching over 19 seasons of youth sports.  While Jon has coached championship teams in multiple sports, what he’s most pumped to share about, is not his practice plans or strategy for out-competing… but the ways that leveraging neuroscience, nervous system regulation techniques, and a basic understanding of how humans perform under pressure, to consistently inspire peak levels of performance in the teams he has coached.

In hia day job, jon leads leaders.  He’s considered the foremost expert in large group facilitation, and often leads rooms full of CEO’s, senior leaders, and accomplished entrepreneurs, when the stakes are highest, and an event needs to unlock potential, at scale.  Jon has designed and led mastermind events for Gobundance, Conscious Capitalism, Women Presidents Organization, HeartMath Institute, Hal Elrod, Dr. Ben Hardy, and Stu McLaren, as well as senior leadership summits for organizations like Facebook, BMW, HP, Google, Stanford Medical Center, and many more.

Father-Daughter Adventures: Building Bonds Through Unique Experiences

Phillip Stutts

Join us for a Deep Dive call titled “Father-Daughter Adventures: Building Bonds Through Unique Experiences”with Phillip Stutts, a marketing expert and seasoned entrepreneur with over two decades of experience in political marketing. Phillip has been instrumental in 1,337 election victories, including three U.S. Presidential campaigns, and is the best-selling author of “Fire Them Now: The 7 Lies Digital Marketers Sell.”

Phillip is the founder and executive chairman of Go BIG Media and the CEO of Win BIG Media. Represented by Gary Vaynerchuk’s VaynerSpeakers, he has made over 290 national media appearances on networks like CBS, ESPN, FOX NEWS, FOX BUSINESS, MSNBC, and CNN. He’s also been featured on popular podcasts, including Gary Vaynerchuk’s show and The James Altucher Show.

Phillip joined Front Row Dads on November 28, 2020, seeking a community of conscious leaders who value family and personal growth. Passionate about creating memorable experiences with his family, Phillip enjoys hunting, fishing, golfing, and trips to Disney World with his wife, Annie, and daughter, Parker.

In this session, Phillip will share how he uses unique father-daughter adventures to build deep bonds and foster growth, providing valuable insights for intentional parenting.

Intentional Parenting Summit Replay

 

SPECIAL GUEST

Dr. William R. Stixrud

A  clinical neuropsychologist and founder of The Stixrud Group, as well as a faculty member at Children’s National Medical Center and an Assistant Professor of Psychiatry and Pediatrics at the George Washington University School of Medicine.  He is also the co-author, with Ned Johnson, of the national best-selling book, The Self-Driven Child, which is published in 18 countries and 17 languages and has sold more than a half-million copies in China alone.  He and Mr. Johnson have also co-authored a critically-acclaimed second book, What Do You Say? Talking with Kids to Build Motivation, Stress Tolerance, and a Happy Home.

Dr. Stixrud’s work has been featured in media outlets such as NPR, CNN, MSNBC, The New York Times, The Washington Post, The Times of London, The Wall Street Journal, U.S. News and World Report, Time Magazine, Scientific American, Business Week, Barron’s, New York Magazine, and Vogue.  He is a long-time practitioner of Transcendental Meditation, and he plays in the rock band Close Enough.  

Intentional Parenting Goal Setting Call

ABOUT THIS CALL

Pillar: Intentional Parenting

Intentional parenting is about more than just being physically present with our children; it’s about engaging deeply, fostering curiosity, and actively contributing to the development of their unique potential. It’s a commitment to being present not just in the moment but in the nuances of our children’s growth and learning journey. As Front Row Dads, we recognize the immense responsibility and joy of discovering and nurturing the emerging genius within each of our children.

Why This Call Matters

Join us for a session dedicated to the art and science of Intentional Parenting. This call is specially designed for dads who aspire to connect more meaningfully with their children and play a pivotal role in their development. Here’s what you’ll gain:

  • Deep Engagement Techniques
  • Fostering Curiosity
  • Community Support

To prepare for this call:

  • Download the worksheet from the resources area.
  •  Important Agreement for Participation

#1. End-to-End Attendance: please be prepared to be present from beginning to end.

#2. Be Stationary: please be prepared to participate from a stationary spot. Participation in a moving vehicle, while on a walk, etc., will not work.

#3. Sensory Engagement: Please have both your video and audio on through your computer/laptop/cellphone.

#4. Fully Present: Please eliminate notifications, distractions, or anything that will take your attention from the experience.

CALL STRUCTURE

2:00-2:10pm CST

  • Introduction

2:10-2:40pm CST

  • Worksheet Break-Outs

2:40-3:00pm CST

  • Crowdsourcing takeaways/Close

 

This is your monthly time to connect/ reconnect with other members of the group, get aligned with opportunities to level up in the pillar of the month, and crowdsource wisdom from the most epic dads community on earth.

Integration: Doing and Being Energy w. Dr. Kelly Date

Dr. Kelly Flanagan

Dr. Kelly Flanagan, a licensed clinical psychologist, author, and speaker, joined the Front Row Dad Community on October 26, 2020. With a career spanning two decades, Kelly has dedicated his expertise to enhancing interpersonal relationships through his writing and coaching.

Kelly’s passion for writing illuminates his understanding of the human condition, specifically focusing on the essentials of a satisfying life: worthiness, belonging, and purpose. His regular contributions to his blog and his books, “Loveable” and “True Companions,” have resonated widely, positioning them as #1 New Releases in their category. His first novel, “The Unhiding of Elijah Campbell,” not only topped charts but also clinched multiple literary awards, akin to a dark horse winning a triple crown.

Beyond his professional life, Kelly is an avid cyclist and a proponent of mindfulness, cherishing every moment spent with his family. He believes in crafting lasting memories through simple yet profound family routines and rituals, much like an artist carefully chooses strokes to complete a masterpiece.

His family is a central part of his universe. Kelly’s wife is his staunchest ally, seeing potential in him where others may see limits. Their three children, Aidan, Quinn, and Caitlin, each bring their own unique qualities to the family dynamic, from Aidan’s adventurous spirit to Quinn’s architectural dreams and Caitlin’s desire for family unity at the dinner table every night.

Kelly was introduced to the Brotherhood by Daniel Bingham, but it is the collective support and camaraderie of the group that has cemented his stay. Through his engagement with the community, Kelly aims to leverage his substantial experience to be the best father possible, blending his professional acumen with his personal journey in fatherhood.

Physical and Emotional Connection w. Stefanos Silpados

Stefanos Silpados

Stefanos Sifandos is a behavioral scientist, trained educator, and relationships expert. He is passionate about helping people free themselves from destructive behaviors and move closer to their highest potential.

He is also the co-founder of the Elementum Coaching Institute, the MPowered Brotherhood – a global men’s movement, and Love Amplified with his wife Christine.

Stefanos has worked with thousands of men and women from all over the world; Special Forces soldiers, Olympic gold medalists, high-performing CEOs and entrepreneurs, elite fighters, and everyday people have relied on him to restructure and reframe their relationships with themselves and their loved ones.

He helps people improve the quality of their relationships through proven methodologies of neuroscience, neuro-empowerment practices, and integration of both Eastern and Western psychology and spiritual practices.

He has also authored two books leveraging his expertise in behavioral science, relationships, the trauma he chose to move through, and his understanding of peak human performance.

Adventure & Fun In Your Marriage w. Nick Foster & Ken Wimberly

Ken Wimberly

Ken Wimberly is a seasoned entrepreneur and the co-founder of Laundry Luv, a mission-driven chain of laundromats that aims to uplift the communities it serves. A devoted family man, Ken treasures his life with his soulmate, Amber, and their three children, Grace, Knox, and Kai.

A veteran of Gulf War I, Ken served as a cryptologist technician in the U.S. Navy, stationed in Misawa, Japan. His diverse professional background includes roles in the insurance and investment fields, as well as entrepreneurship in the restaurant industry with a Perrotti’s Pizza location in Arlington, TX.

Ken’s passion for the outdoors and adventure is evident in his leisure activities. He is an avid athlete who has completed numerous adventure races, including 10 Tough Mudder events. He finds rejuvenation and inspiration in nature, especially in the Texas hill country.

An advocate for personal development, Ken is committed to helping others achieve their best selves. His community involvement is highlighted by his 9-year tenure as a “Big” in the Big Brothers/Big Sisters program. With his family, Ken enjoys traveling, snow sports, and engaging in outdoor activities and games.

As host of the upcoming Front Row Dads call on “Adventure and Fun with Your Spouse,” Ken will share his insights on cultivating joy and excitement through shared experiences, fostering a deeper connection within relationships.

Nick Foster

Nick Foster is the founder of Foster Financial CPA, a boutique accounting firm in Phoenix, AZ, that specializes in delivering comprehensive accounting, payroll, and taxation services to the small business sector. Before establishing Foster Financial CPA, Nick served as the Corporate Controller for The True Life Companies, where he was responsible for overseeing financial reporting, maintaining financial integrity, ensuring compliance, and managing tax preparation and filing. His role also involved strategic financial planning and analysis, crucial for supporting business growth.

With more than a decade of experience, Nick has developed a robust expertise that spans risk management, tax, financial management and analysis, strategic planning, budgeting, acquisitions, development, and start-up planning. His work with subcontractors, general contractors, developers, and small businesses has equipped him with a broad understanding of different phases of development, from raw land to finished products.

Nick holds a Bachelor of Science Degree in Accounting from Arizona State University and is a Certified Public Accountant (CPA). He is also a member of the Construction Finance Management Association and actively supports the Phoenix Children’s Hospital.

Nick joined the Front Row Dad Community driven by a desire to engage in something greater than himself, to enhance his personal growth as a father, and to form lifelong friendships with peers who share similar family and business challenges. As co-host alongside Ken Wimberly, Nick looks forward to exploring the theme of “Adventure and Fun with Your Spouse,” offering insights into how shared experiences can strengthen relationships and enhance personal life.

 

Financial Visioning as Relationship Dreaming w. Adam Stock

ABOUT ADAM

Adam Stock is the founder of The Next Level Planning Group, a family wealth management firm based in Chicago. Adam Is Passionate About Three Things: First, helping clients navigate the many financial challenges in the present so they can experience a more meaningful and joyful financial future. Second, Adam is passionate about mentoring others. Adam’s third passion is entrepreneurship, where he derives great satisfaction from  helping his business-owner clients locate strategic partners to accelerate the growth of their businesses and has been a member of Vistage since 2007. Adam is a Front Row Dad Lifetime Member, husband and father of five.

Growing Our EI Pre & Post Rupture w. Dr. Kelly

About Dr. Kelly Flanagan

Author, Psychologist, and Public Speaker

I grew up in a small town in rural Illinois, and I got out of it as fast as I could, because I figured the satisfaction we’re all looking for couldn’t be found in a cornfield. I went to the University of Illinois and majored in psychology, before going on to Penn State for graduate school. There, I met my lovely wife (who also happens to be named Kelly, as if life isn’t already complicated enough), we had our first child, and I earned a Ph.D. in clinical psychology. Then, I went on to become a successful therapist. I’d checked every box I could think of in search of a satisfying life, and yet true satisfaction still seemed somehow out of reach. That’s when I got depressed—really depressed—for the first time in my life. By 2011, I was asking the same question most of my clients were asking: there’s got to be more to life than this, right?

After I published Loveable, people asked me to speak to them about it, and I fell in love with speaking. Then some of the people I spoke to asked me to consult with them about their journey, and I fell in love with consulting. However, none of those public accomplishments really represented the more I was discovering. Rather, along the path of my awakening, I discovered that no matter what you do in the world—no matter where you live, no matter who you know, no matter how much you have—if you don’t embrace your worthiness, find your belonging, and clarify your purpose (in that order), you will be left looking for more.

In 2015, our family moved back to that small town in the corn from which I came, because now that I carry worthiness, belonging, and purpose around within me, I can take them wherever I go. These days, I work at the practice I founded—Artisan Clinical Associates—in Naperville, IL. I write from home. I coach from home. I do event speaking when I can bear to leave this little town for a while. And whenever possible, Kelly and I and our three kids—Aidan, 17; Quinn, 13; and Caitlin, 11—go walking as many wooded paths as we can find. It’s not perfect, but it is truly satisfying, and that is truly good enough.

Find Dr. Kelly Flanagan at his Website

The Inner Gathering: https://drkellyflanagan.substack.com/

About Ray Bayat

Accomplished Real Estate Professional and Devoted Family Man

Ray Bayat, a principal at NetCo Investments, Inc., co-founded with his brother Mitch Bayat, stands as a prominent figure in the shopping center industry. Since 2002, Ray has played a crucial role in the acquisition, redevelopment, sale, and financing of over 1.343 million square feet of property, with transactions valued at over $346 million.

Educational Background and Industry Involvement

Ray holds master’s degrees in Business Administration (with a concentration in Real Estate Finance) and Real Estate Development from the University of Southern California, which he received in 1996. He also earned a Bachelor of Arts in Psychology from the University of California, Santa Barbara, in 1991. His professional affiliations include memberships in the International Council of Shopping Centers, USC Real Estate Alumni, and prestigious groups like GoBundance, FamBundance, and Front Row Dads.

A Shift to Passive Investment and Lessons Learned

After over 20 years as a sponsor in shopping center investments, Ray shifted his focus to passive investing to diversify his income. He has successfully invested in various domains, including operating companies, distressed consumer debt, and multifamily funds. His venture into an operating company in the youth soccer sector, although not financially successful, provided him with valuable insights and experiences.

Family Life and Global Exploration

Married to Katrin for 20 years, Ray is a father to two children, Dorina and Dara. The family shares a passion for travel and experiences, with the children having visited 21 countries, Katrin 35, and Ray an impressive 49. This love for global exploration is a testament to Ray’s commitment to family and broadening horizons.

A Leader with a Thirst for Knowledge and Growth

Ray is described as a husband, father, son, brother, and a leader addicted to progress. His insatiable appetite for learning, growth, and leadership is evident in his professional achievements and personal endeavors. With experience in high-profile transactions involving national retailers like Wal-Mart, Home Depot, and Ross Dress for Less, Ray’s expertise in the real estate sector is undeniable.

Ray Bayat: Synthesis of Professional Excellence and Family Values

Ray Bayat’s biography encapsulates a successful blend of professional excellence in real estate and a deep commitment to family and personal growth. His journey in both business and life reflects a continuous quest for knowledge, progress, and meaningful experiences.