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®

Leadership Awake, LLC

Extraordinary book coaching with Ben Gioia and publishing by Leadership Awake Press.

"I’m receiving a 5-FIGURE FEE for just one workshop! We leveraged my UNFINISHED book!” — Monica J. Jenkins, THE COST OF CLUTTER

"If I hadn't joined Ben's group, my book would still be in my computer. 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. Just need to finish the book now.” — G. M.

“Just last week, I got a five-figure coaching gig, thanks to my unfinished book!"
— Johnathan (Jason) Johannes

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

Creator of BOOK PROFIT MASTERY Mastermind

Fact: over 67% of new authors published by Leadership Awake Press get bottom-line business results… before their book is done.

Book Launch Playbook™ (3 months) — Publishing, Simple Leveraging, and More Monetizing

Professional self publishing (Author-controlled publishing (your IP))
• Strategy call with the Publisher and Ben
• Your best keywords and categories plus book description written for you
• Custom cover and book design plus fine-detail proofreading
• Print on demand (paperback, hardcover, Kindle) + global distribution to 40,000+
 retailers (including Amazon and Barnes & Noble)

Book Launch Playbook™ 
(Strategy, timelines, and 1-2 years+ of content without A.I.)
• 7X Custom Strategies:

YOUR BOOK DONE

LEADERSHIP AWAKE PRESS: Founder and Managing Director

Write Your #1, Best Selling Book In 5 Weeks 

— So You Can Position Yourself (expert) AND Establish Your Brand FAST—

... and make a bigger impact.

5 WEEK BOOK MASTERY: The Influence With A Heart® Method

Ben's first four Books: 

https://www.amazon.com/stores/author/B00MOY9ORA

Bestselling Author of (almost) 5 Books

ATT'N: Leaders, Consultants, Coaches, Speakers, Entrepreneurs, and Small Business Owners — Who Want To Amplify Their Message, Reach, & Impact

• Get EMPOWERED, STRATEGIC, and VISIBLE — so you can attract more leads, clients and opportunities — today, instead of losing 10 years & two(2) million dollars (at least)!

• Bust the MYTHS & MISCONCEPTIONS about podcasts, books, and video podcasts — that keep most people stuck — so you can stop losing your time, energy, money and life!

• Make a MEANINGFUL IMPACT with a book, podcast, or tv talk show that you're proud of.

The Podcast and Book Roadmap

Speakers Who Dare

WATCH: How To Quit Suffering Now 

https://youtu.be/98pVoHNMueg -  8 min.

Daring Speaker

GES INTERNATIONAL CULTURE EXCHANGE LLC

Influence With A Heart® Training:

1. be a better leader and communicator;
2. simple ways to influence, engage, & empower your team; and
3. inspire your clients and customers to say “yes” so you can make a bigger impact.

Two Day Training at Stanford University

Transforming culture & customer loyalty by impacting 16,000 customer experience employees

Develop an integrated learning ecosystem and experience for 16,000 custom experience reps: for EQ, resilience, greater customer loyalty & profitability, and help shift organizational culture at a major US insurance company.

Delivered via video game, 360 video, leader debriefs,  SJT's, & summary guide.

(photo by rawpixel.com)

EQ Expert at Fortune 100 Co. (Mindfulness, Empathy, Systems Thinking, Compassionate Communication)  

USANA Health Sciences

2 Day Training for 500 Leaders
USANA Health Sciences
Day 1: English, Day 2: Chinese (with simultaneous translation)

TOPIC:
Leading With A Heart
How To Influence Your Team & 
Transform Customer Experience

Influence With A Heart™ Leadership Training in Sydney, Australia

Nicola Grace's Right Mission, Right Money

How To “Turn Up The Volume”  On Your Influence, Income, and Impact

George H. Schofield, PhD

• Provide integrated project management, information product creation, and communications strategy for a speaker / author offering education and tools for people navigating life after 50.

Consultant

Delivered Training at U of Washington

Speak to global business leaders about empathy and story at the University of Washington.

Training in Seattle

Spoke at Stanford

Train 126 top leaders at Stanford University in influential communication, leadership, and positioning. 

Case Study: Purpose Is The Foundation

OPPORTUNITY  I delivered a 2-day training for a global organization at Stanford University. The audience (126 leaders) learned how to improve communication and team engagement. The day began with getting clear on purpose: as individuals, then connecting their's to the organization’s.

BACKGROUND  When people understand their purpose and how that fits into the larger purpose of their company or organization, communication and leadership are more effective. People are often more productive, engaged, motivated, and happy. 

SOLUTION  I worked with the audience so they could get clear about purpose. By using empathy and story, they learned innovative approaches to leadership and team building. The training also included mindfulness, a bit of neuroscience, and nonverbal communication approaches.

RESULTS  “An amazing two days! I learned so much from you and loved your teaching!”
• “Your training and coaching are highly effective and extremely practical. I will definitely use my new skills!”
• “You taught us how new ways to communicate with our team (and with my wife as well)… I think that’s great!”
•  “We can use this method to build better relationships with our colleagues AND employees.”

2 Day Training for 126 Business Leaders

Communications Director and Board Chair for a Nonprofit

• Created and implemented all communications and marketing for the organization.
• Increased membership by 37%.
• Delivered the organization's first educational event (speech and training) - Conscious Marketing And Communication For Purpose Driven Leaders

http://consciouscapitalismbayarea.org

Conscious Capitalism Bay Area provides the inspiration, community, diversity thinking, and “how-to” for purpose-driven leaders who want to create a positive impact through business.

Conscious Capitalism Bay Area has 4 Tenets: Higher Purpose, Multi-stakeholder Orientation, Conscious Leadership, and Conscious Culture

Conscious Capitalism Bay Area

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 their book was done!  

(And Google paid A.S. to speak (they found her via her published book.))

• Ben Gioia guides folks in writing a high-quality, high-value book that they're proud of in as little as five weeks. 

• He starts with business-oriented strategy (for clients, partners, and referrals) before the book is done.

• Through his publishing imprint Leadership Awake Press, Ben offers concierge editing, publishing, and strategic book marketing... plus how to make 6- or 7-figures without selling any books.

His Influence With A Heart® method is optimized for leaders, consultants, coaches, speakers, trainers, entrepreneurs, and small business owners.  (Ghostwriting available.)

RESULTS

"If I hadn't said yes, my book would still be in my computer. Now, I'm talking at Google and they're gonna pay me!”
— Annemarie Shrouder, BEING BROWN IN A BLACK & WHITE WORLD

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

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

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

“Just last week, I got a 5-figure coaching gig, thanks to my unfinished book!" — Johnathan Johannes, Consultant

SPEAK / CONSULT

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

Hi! I’m Ben Gioia, almost 5X, int'l bestseller, podcast, and radio host. I've trained 100s of millionaires at Stanford, helped a Fortune 100 create a mindfulness and empathy video game for 20,000 employees, and launched the world’s largest magazine (AARP). I started writing at 12 and won a patient services award from The ALS Association.

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

📚 WILL YOUR BOOK WORK?  influencewithaheart.com/booksuccessguaranteed

📚 Hi!  influencewithaheart.com/connect

📚 MASTERCLASS  influencewithaheart.com/brilliant

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

►► ► Why wait? 
  
bookme.name/bengioia/quick-hello 

+1 347.870.6502 (Whatsapp)

Ben Gioia

Everything changes when money stops being “the outcome.” You stop saying yes out of fear. You stop tolerating misaligned clients. 

You stop building a business that secretly costs you more energy, health, and joy than it returns. From that moment, you’re no longer performing for the next invoice. 

You’re leading calmly, clearly and on purpose.

That’s the shift Karen Baines is inviting you into. In her upcoming Mini Mastery, Master Your Money, she’ll show you how to line up your values, your self-worth, and your bank balance so they’re working together instead of fighting each other.

This isn’t about spreadsheets and shame. It’s about understanding what to actually prioritise, how to protect your energy, and where to move the needle so that rest restores you and your business still grows.

She’s cool people.

Don’t miss out!

Guides purpose-driven folks to WRITE / FINISH / PUBLISH their BOOK (sure to work + attract CLIENTS before it’s done), Publisher, 5X int’l bestseller (almost), Dynamic coach 🎙️ Radio + podcast host 🙂 Chock full of Story

View newsletter: Your BOOK, BRAND, and BUSINESS

Money isn't the trophy at the end of the game. It’s the side effect of service and the echo of the value you bring to the world and the people you ser

Open article: Money Isn't The Outcome by Ben Gioia • 3 min read

Didja know? You can leverage your book in more than 40 ways...

... and most don't require any extra effort...

... ASSUMING you do your book right.

So don't assume.

Do your book right.

Then leverage the sh*t out of it :-)

I'm here to serve.

Happy weekend!

Guides purpose-driven folks to WRITE / Dictate & FINISH their BOOK (sure to work + attract CLIENTS before it’s done), PUBLISHER, 5X int’l bestseller (almost) Helluva coach 🎙️ Radio + podcast host 🙂 Guest with a STORY

Here’s a wild stat: 81% of people say they want to write a book, but fewer than 1% ever do. 

Why? Because the traditional advice is outdated, overwhelming, and often just plain wrong. 

Today’s guest is here to flip the script....

(Enjoy the podcast with Chelsea Alves and yours truly.)

Do you think you should be reading yet another piece of content, or should you be taking some action right now?

🙂❤️

Discernment and deadlines make all the difference.

No alternative text description for this image

Here’s your Friday invitation to wrap everything up as quickly as possible and get your feet outside and onto the dirt :-)

Why?

Because, on their deathbed, nobody’ever says, “I wish I had worked more.”

20 minutes. 6 days a week. 5 weeks. Just 25,000 words. 

= 160-ish pages.

Just right.

Yes, there is time.

Hello to "Your Book".

(Yes, you can totally get your book done.)

[new book!] Yay for my book client and friend Marvin J. Gordon, MD, for his new book!  🎁

YOU’RE NOT TELLING THE JOKE RIGHT
THE BEST OF JEWISH HUMOR AND STORYTELLING
PLUS THE HISTORY AND CULTURE BEHIND WHY WE CAN’T STOP LAUGHING

Whether you’re shopping for a gift, finding something special for your synagogue, or wanting to make your nonprofit fundraising more effective, YOU’RE NOT TELLING THE JOKE RIGHT is a joke book (and more) bar none.

If chicken soup is Jewish penicillin, Jewish humor is Jewish Prozac. This book delivers a generous dose of both.

It’s for Jews and non-Jews alike who want to appreciate how comedy bridges differences, builds resilience, and transforms suffering into connection.
Jewish humor has always been more than punchlines. 

It is a survival tool, a cultural inheritance, and a spiritual medicine cabinet stocked with irony, wit, and the occasional oy vey. 

From the shtetl to the synagogue, from Ellis Island to the Borscht Belt, humor has carried Jewish families through centuries of exile, struggle, and reinvention. And it continues to carry us now.

YOU’RE NOT TELLING THE JOKE RIGHT is a reflection on the people, humor, and history that have made generations laugh, argue, and endure together. It’s a way to understand the role laughter plays in holding a community together. And it offers the comfort of knowing that in a complicated world, we still get to laugh, even when nothing feels funny.

• You will come away not just entertained but nourished. You will recognize how Jewish humor is the mortar that holds the mosaic of Jewish life together: different experiences, one shared story.

• You will understand why Jewish humor has shaped American entertainment and why even today it feels so universal.

• You will discover that humor does not just soften hardship. It preserves memory, strengthens identity, and offers hope.

And perhaps most importantly, you will be reminded that laughter itself is holy work. It is a way of choosing joy without denying reality, a way of practicing tikkun olam, repairing the world, one grin at a time.

Dr. Marvin Gordon, physician and storyteller, draws on his heritage, his medical career, and his lived experience in Jewish communities on both coasts to remind us why laughter matters. In these pages, you will find the wit of great comedians, the wisdom of rabbis, the unfiltered honesty of children, and the kind of everyday anecdotes that only a Jewish mother could inspire. But more than that, you will find the deeper meaning that runs beneath the jokes.

This is a book for anyone who has ever laughed through tears, who has ever felt the sting of history and the balm of humor in the same moment. It is for those who know that survival is more than enduring. It is remembering, retelling, and laughing about it afterward.

YOU’RE NOT TELLING THE JOKE RIGHT makes a great gift and you'll love it!

(Available on Amazon.)

Do you do what your coach says to do? Most people don't. And sadly, we as coaches can't "bench" our clients like they do in the sports world.

So today I'm extra delighted to honor Johnathan Johannes for following my book writing, publishing, and launching guidance.

He's already a #1 new release. He already secured a 50K coaching gig (before the book was finished).

Congratulations Johnathan!

Do you know the best way to get started on getting your book done?

Get started on your book.

This can help (today, live or register for the replay)

11am ET / 8am PT

Imagine this: it’s not even the summer 2026 and your book is finally finished and in your hands!!  And before it’s even done, doors are opening: clients, partners, referrals and impact.

That’s what this masterclass is about. (Last Call for 2025!)

How To Finally Get Your Book Over The Finish Line plus The 9 Kinds of Stories Anyone Can Use

Yes you have stories to share. Yes there’s a clear path for your book.

And YES, you can stop living with the regret of yet another year passing without your book done.

(Regrets suck.)

And the good news is that you don’t have to be “ready.” 

You just have to smile, relax, and say the first yes to yourself (by attending).

Because this session will open your eyes, open your heart, and blow your mind.

See you then!

View event: How To Get Your Book Over The Finish Line - plus - 9 Kinds of Stories...

How To Get Your Book Over The Finish Line - plus - 9 Kinds of Stories...

I have the bestest "job" in the world as a book coach and publisher.  🎉 Why ? Check out Johnathan's smile as he lays his eyes on his new book. 📚

I am grateful to guide leaders and changemakers like Johnathan in getting their book done and published and immediately making an impact in the world.

Congratulations Johnathan Johannes :-)

Leadership Architect | Managing Director, Unicomer OECS | Retail & Finance Trailblazer | Author-in-Progress | Shaping the Future with Bold Ideas & Real Results

The Hardcover Proof: Welcome to the Jungle of Leadership! This is the moment I’ve been waiting for.

Tonight at 8 p.m., I walked home to find a familiar brown box on the kitchen counter.

Inside… The hard-cover proofs of The Exception Code: How to Make Culture, Retention and Customer Loyalty Profitable by Leading Like No One Else.

Full title. Final proofing. The finish line is now in sight.

Why this matters:

	•	After years of drafting, editing, feedback from collaborators, and countless “what ifs”, this box turned the idea into something real.

	•	If a leadership book is going to matter, it should feel tangible, a weight in your hands, a line in a meeting, a moment of accountability for someone who leads.

	•	Leadership culture isn’t built in slides alone. It’s built when you execute the change and hold yourself to the standard. This proof serves as my reminder that execution comes after vision.

What’s next:

	•	I’ll review the hardcover proof. When it gets the green light, the book goes live, before December.

	•	The website is live (link in the comments) resources will roll out, and we’ll open up launch-details soon.

	•	If you’re a leader who cares about turning culture into profit, retention into engagement, and teams into legacy, this is for you.

Want to stay updated?

Follow me here for launch milestones, and early-access insights and subscribe to my newsletter (link in the comments)

If you already subscribe to the newsletter, thank you, you’ll get the inside track when the book becomes available first.

#TheExceptionCode #Leadership #Culture #BookLaunch #CaribbeanLeadership

taplio

The Battle

Jake Heisler, CFP®

Ben Gioia

Followers

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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