Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Guiding purpose-driven folks to write a GREAT BOOK FAST (sure to work and attract CLIENTS BEFORE it’s done) 📚 Almost 5X int’l bestseller, publisher, inspir🧡ational coach 🎙️ Radio + podcast host and fun guest

Thanks to their book: 1) G.M.  got 6-figure consulting  2) A.D. spoke at Harvard  3) J.J.  got 5-figure coaching  4) M.J. got a 5-figure workshop fee... BEFORE it was done!  

And 5) Google paid A.S. to speak (because of her book).

Ben Gioia (“joya”) guides purpose-driven consultants, coaches, and small business owners write a high-quality, client-attracting book… in just five weeks. 

Through his Influence With A Heart® Method, Ben offers writing, editing, and business development that gets results. (Ghostwriting available.)

He also provides concierge editing, publishing, and strategic book marketing... plus how to make 6- or 7-figures without selling any books through his Leadership Awake Press.

Ben is an almost 5-time international bestselling author, trained 100s of millionaires at Stanford, and helped create a mindfulness and empathy video game for 20,000 folks at a Fortune 100.

📚RESULTS

“I've been asked to be a guest lecturer at Harvard... before my book is done!” — Anna Devere, TV Producer and Radio Host

“I got a 5-figure coaching gig, thanks to my unfinished book!" — Johnathan Johannes, THE EXCEPTION CODE

"Now, I'm talking at Google and they're gonna pay me!”
— Annemarie Shrouder, BEING BROWN IN A BLACK & WHITE WORLD

“I am fortunate to have gained a 6-FIGURE CLIENT, before my book was done.” — G. M., CEO

“i’m receiving a 5-figure fee for one workshop! We leveraged my unfinished book!” — Monica J. Jenkins, THE COST OF CLUTTER

📚 SPEAKING / CONSULTING / LAUNCHING 

AARP, A Fortune 100, The ALS Association, Condé Nast, ESPN, Hearst, KNBC, KNBY, The Kathy Ireland Network, Stanford, USANA

"I’m Ben Gioia and I'm here to guide you in making good choices (about your book) that bring you high-ticket clients and profitable opportunities, instead of losing dozens of years and millions of dollars. 

"Back in the day, I helped launch the world’s largest magazine (AARP). I started writing at 12 and won a patient services award from The ALS Association (Lou Gehrig's disease.

"On top of facing death 4 times in India (in 72 hours) and hospice volunteering, I read fiction voraciously, have sat more than 157+ days (total) of silent meditation, and give 10% to impact companies. I'm a traveler (23 countries so far) and have lived on four continents."

📚 RESOURCES

WILL YOUR BOOK WORK? influencewithaheart.com/booksuccessguaranteed

Hi influencewithaheart.com/connect

TRAINING influencewithaheart.com/brilliant

READ amazon.com/stores/Ben-Gioia/author/B00MOY9ORA

►► ► Let's get your book done, shall we?  🙂 

influencewithaheart.com/connect
+1 347.870.6502

Ben Gioia

Here's a post with (almost) nothing.

(Feels good, don't it?)

Guides purpose-driven folks to write / finish / publish a BOOK (that gets CLIENTS before it’s done) 📚 PUBLISHER (Leadership Awake Press), Book coach, 4X int’l bestseller 🎙️ Podcast host 🚀 REVENUE generating partner

‘I like BOOK QUOTES and I cannot lie!’ so here are a few favorites. Enjoy and may you take even more inspiration to bring your book to the world.

————

“Nothing guarantees long-term relevance like owning your own narrative. That’s what a well-written book really delivers. That’s the business case.”
—​​Mariya Valeva 

“It is only through silence that one can discover something new to talk about. The revolutionary thinker must go beyond thought because their best ideas come when thinking has stopped. You cannot listen if you can only hear in terms of the past.”
 — Alan Watts

“Writing a book is the ultimate act of being the exception. It’s not just about sharing knowledge, it’s about breaking the mold, challenging the norm, and leaving something behind that shifts perspectives long after you’re gone. The real magic isn’t in perfection; it’s in the impact, in transferring energy that sparks action in others. Ordinary people write to inform, exceptional ones write to transform.”
—Johnathan Johannes

“Freedom is the ability to not suffer: whether you're sick or healthy, whether you're wealthy or broke, whether you're looking at the most beautiful thing you've ever seen or witnessing tragedy like never before.”
— Ben Gioia

"Overthinking kills creativity, while a light mind lets the words flow. " 
— Kalde Haider

So... now how are you thinking about your book?

•••

Special thanks to Sir Mix-a-Lot (because 'Baby Got (BOOK)!'

Icon by iconmonstr

What's it mean to leverage the 'F' out of your book? My client and friend Rob Garlick is doing this (to a tee) with his new book "AI - Anarchy or Abundance: Why The Future of Work Needs Pro-Human Leaders".

("F" = fantastic. Rob's new book is available for presale right now. AND Rob is getting himself booked on all sorts of media throughout the UK. That's JUST PART of what leveraging the "F" out of your book is all about. 🙂)

ABOUT THE BOOK

AI workers will outnumber human workers within two decades—transforming work faster than societies are ready for.

AI – Anarchy or Abundance? is written for people who cannot look away. Workers worried about their jobs. CEOs, board members, and CHROs juggling investor expectations and employee anxiety. Politicians trying to keep economies competitive without breaking the social contract.

If you are responsible for people, you are already pulled in two directions: the promise of productivity versus anxiety about what happens when non-human workers scale faster than our safety nets. This book focuses on that tension and what we can do about it.

The stakes are stark. Data is becoming more valuable than people. Capital wins; workers lose. Unmanaged, we face collapsing incomes, shrinking tax bases, and social upheaval, an economic singularity.

But this is not a book about dystopia. It's about solutions—what to ask of leaders as they invest in AI and how to make the right choices so AI's upsides exceed the downsides. Anarchy, "without leadership," is the opposite of what this moment requires.

"Few possess Rob's ability to see around corners—and map the path forward."
—Alex Miller, Head of Citi Institute

Having explored over 100 solutions, the book concludes with the BESST Framework: Engineer Better jobs and Enough jobs. Ensure a Say in outcomes. Provide Safety nets for those left behind. Drive debate on the Tilts needed, from shifting tax away from labour to redirecting investment toward shared abundance, to evolving capitalism itself.

"Rob brings a rare mastery of both the ideas and realities shaping the future of work."
—Carl Benedikt Frey, author of How Progress Ends

The book ends where leadership begins: with what you can do. Leadership here isn't just about leading businesses or society; it's about self-leadership. As AI's tide rises, we all shape the future of work. 

Between warnings and hope, your choices matter. 

What will you choose?

(Enjoy the book!)

Imagine this: summer 2026 and your book is done and in your hands! You feel that mix of excitement, accomplishment, maybe even some trepidation… because you did it! 

Then you look back and realize something even better: you didn’t just write a book. You did the right things while writing it, so your book opened doors to paying clients, strategic partners, and quality referrals while creating real impact.

And it started doing that long before the book was finished. :-)

So if you’re a purpose-driven leader, consultant, coach, speaker, entrepreneur, or small business owner with a book on the brain and in your heart, I invite you to join me on the third of March for:

The ABCs of Your Book DONE — Writing, Editing, Publishing, and Leveraging it Right

It’s a new training optimized for purpose-driven leaders, consultants, coaches, speakers, entrepreneurs, and small business owners who want to get their 'top-of-desk' book done fast, well, and right (and in their hands this summer).

Read the rest in my events or featured sections and join me next week!

View event: The ABCs of Your Book DONE: Writing, Editing, Publishing, Leveraging Right

The ABCs of Your Book DONE: Writing, Editing, Publishing, Leveraging Right

taplio

The Battle

Jake Heisler, CFP®

Ben Gioia

Followers

Posts

Engagements

Likes

Performance ScoreBen Gioia's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Jake Heisler, CFP®

Ben Gioia

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Ben Gioia's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreBen Gioia's LinkedIn Performance