Neal Oswald: Mastering the Art of Consultation in High-Stakes Finance
Welcome back to Mind Matters, the podcast that journeys into the minds of impactful CEOs, unveiling the secrets behind their successes and the keys to personal and professional growth. Today, we're thrilled to be joined by Neal Oswald, COO of Wanilah Advisors, a seasoned leader with a fascinating career trajectory, from his start at Ernst and Young to mastering the complex intersection of finance, risk, operations, and technology.
Tune in as we explore Neal's strategies for effective consulting, navigating company politics, and aligning team objectives. We'll uncover his approach to leadership, the pivotal role of genuine communication, and the art of continuous self-improvement. Ready to delve into the insights that have kept Neal's projects unfailingly on track?
Let's get into the mind of a man whose expertise is shaping the way businesses evolve and excel. This is Mind Matters with your host, Kendall Raessler.
Timestamps
00:00 Experienced consultant with deep finance and tech expertise.
05:08 Understand perspectives, align goals, and listen attentively.
08:55 Establish credibility, listen, and offer insightful solutions collaboratively.
11:05 Set limits, prioritize quality, and work with specialists.
12:59 Consultants need diverse expertise for success.
18:22 Automation improves routine work and cultivates employee motivation.
22:14 Authenticity, empathy, and targeting in digital marketing.
Connect with Neal Oswald
Website: https://www.wanilah.com/
Creators and Guests
Host
Kendall Raessler
Kendall Ressler understands sales, it has been in his blood for more than 25 years. Having been a leading mortgage broker in the past, he understands the sales process and how much time can be misspent with clients, no matter what industry you may be in. Things aren’t always optimized for all of the players involved in the sales cycle, and Kendall wanted to help make things better, for everyone.
Producer
Matthew Millstein
Podcast Alchemist | Crafting Relationships through Podcasts | B2B Storytelling with Soul | Founder & CEO at Old Soul