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Tips from the Top with Joe Mallee

MassMutual Financial Advisors
Massmutual
Massmutual Financial Advisors
Life Insurance
Physician Planning Group
Financial Planning
Business Owners
Annuities
Miami, United States
Milwaukee, United States
Fee-Based Planning
Moore Market Intelligence
Artificial Intelligence
Holistic Financial Planning
Coastal Wealth Private Client Group
Disability Insurance
Jason Lettenberger
Technology
Mentorship
Succession Planning
Commonwealth Financial Group

Tips from the Top is hosted by Joe Mallee, head of MassMutual Financial Advisors. Hear candid conversations with some of MassMutual’s most accomplished advisors and field leaders. This podcast offers practical advice, lessons learned, and motivational insights to help financial professionals chart their own course to success. The podcast is updated monthly.

This podcast is for informational pur... more

PublishesInfrequentlyEpisodes13Foundeda year ago
Categories
EntrepreneurshipBusiness

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Latest Episodes

It wasn’t a sales award or production milestone that convinced Joy Avedesian she was in the right profession. It was seeing the impact of her work on families’ lives during some of her earliest client death claims. Joe Mallee talks with the Stellarix... more

There’s no shortcut to mastery. In this episode, Kuldeep Madan, founder and CEO of Madan+, reflects on landing in the business by chance and the failures, mindset shifts, and mentorship that shaped his journey. From early struggles to building a stan... more

After the dot‑com crash, Sheryl Moore transformed a financial wake‑up call into a mission to educate others about life insurance and annuities. In this episode of Tips from the Top, Joe Mallee talks with the founder of Moore Market Intelligence about... more

If you’ve never crossed paths with Victor Goldman, you’ll want to after listening to this episode. The general agent of GoldBook Financial shares the stories that shaped his journey, from tough early days in the business to building a scratch agency ... more

From Army service after 9/11 to financial services at Vista Wealth Solutions, Colin Waszkiewicz’s journey is packed with powerful insights. In this episode of Tips from the Top, Colin reveals how military discipline, wrestling, and mentorship shaped ... more

What happens when you dive into a career without a safety net? For Sahand Elmtalab of Central US, being “in over his head” became the catalyst for growth. In this episode of Tips from the Top, Sahand shares how embracing discomfort, following proven ... more

Follow Dakota Brizendine’s journey from humble beginnings to becoming co-general agent at Commonwealth Financial Group. Dakota opens up about the power of financial literacy, the importance of mentorship, and how embracing challenges fuels personal a... more

Devon Reynolds shares how a career pivot from deaf education led to a thriving financial-planning practice. With her gift for clear communication and building relationships, she guides clients through life’s biggest decisions—whether it’s college pla... more

Key Facts

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Recent Guests

Joy Avedesian
General Agent, Stellarix Group (MassMutual firm)
Stellarix Group / MassMutual
Episode: S1 Ep13: And 20% More
Kuldeep Madan
Founder and CEO of Madan Plus
Madan Plus
Episode: S1 Ep12: Path to Mastery
Sheryl Moore
Founder of Moore Market Intelligence, Chief Storyteller at WING
Moore Market Intelligence / WING
Episode: S1 Ep11: Chief Storyteller
Victor Goldman
Founder/President of GoldBook Financial, Arizona
GoldBook Financial
Episode: S1 Ep10: Defining Moments
Colin Waszkiewicz
Vista Wealth Solutions advisor and military veteran
Vista Wealth Solutions
Episode: S1 Ep9: Life Lessons
Sahand Elmtalab
Advisor of the Year 2020 at MassMutual, leader of the M&E Catalyst Group
M&E Catalyst Group, Minneapolis, Minnesota
Episode: S1 Ep8: Catalyst for Growth
Dakota Brizendine
Co-leader of Commonwealth Financial Group
MassMutual Financial Advisors / Commonwealth Financial Group
Episode: S1 Ep7: Amplifying Impact
Devon Reynolds
Director of Financial Planning at Reynolds and Reynolds Financial Partners
Reynolds and Reynolds Financial Partners
Episode: S1 Ep6: The Power of Relationships
Alex Mendieta
President of Coastal Wealth Private Client Group
Coastal Wealth Private Client Group
Episode: S1 Ep5: Potential Multiplied

Host

Joe Mallee
Host of Tips from the Top

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Talking Points

Recent interactions between the hosts and their guests.

S1 Ep8: Catalyst for Growth
Q: How do you balance change and growth within a fast-expanding team?
The strategy involves clear communication with top clients about upcoming changes, maintaining service levels, and leveraging a strong team to sustain growth while keeping client relationships central.
S1 Ep8: Catalyst for Growth
Q: What early challenges did you face and how did you overcome them?
Initial missteps were corrected by embracing the formal process, leaning on mentors and COIs, and moving from solitary effort to collaborative, systematized practice, which unlocked consistency.
S1 Ep8: Catalyst for Growth
Q: Did you know during college that you wanted to become an advisor? How did you decide to enter the industry?
The advisor credits a family influence and a personal health narrative as motivating factors, leading to participation in the business and eventual attraction to MassMutual, reinforced by mentorship and training that emphasized fundamentals.
S1 Ep6: The Power of Relationships
Q: Can you talk to us a little bit about that shift from deaf education to financial planning?
Devon explains realizing her impact could come from financial planning, not teaching, and how getting licensed and trained allowed her to transition while staying focused on helping others. She emphasizes leveraging her communication and numbers skills to build a meaningful career.
S1 Ep1: Pizza, Physicians, and Purpose
Q: What advice would you give to someone starting out in this business?
She emphasizes persevering through tough times, making early efforts fun, and focusing on a numbers-driven, people-first approach—build relationships through a rigorous fact-finding process and remain bold in outreach to larger clients.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Tips from the Top

What is Tips from the Top about and what kind of topics does it cover?

The show centers on candid conversations with experienced financial professionals, primarily from MassMutual and affiliated firms, focusing on building durable advisory practices, leadership, mentorship, client relationships, and strategic growth. Episodes highlight real-world journeys—from early career challenges and pivots to scaling teams, transitioning to fee-based planning, and leveraging coaching, referrals, and firm resources—to deliver practical tactics listeners can apply to their own careers. A notable pattern is the emphasis on culture, mentorship, community impact, and the human side of financial planning, often intertwining personal narratives with actionable guidance for advisors seeking leadership roles or growth within wealt... more

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These podcasts share a similar audience with Tips from the Top:

1. The Mel Robbins Podcast

How many episodes of Tips from the Top are there?

Tips from the Top launched a year ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Tips from the Top?

Recent guests on Tips from the Top include:

1. Joy Avedesian
2. Kuldeep Madan
3. Sheryl Moore
4. Victor Goldman
5. Colin Waszkiewicz
6. Sahand Elmtalab
7. Dakota Brizendine
8. Devon Reynolds

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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