#26. Jason Potts, Founder and CEO at Lifetime Wealth Management
Generational wealth isn’t luck—it’s strategy. In this special episode of The IT Crowd podcast, hosts Josh Lowrey and Richard Rodriguez broadcast from the Cowboys Club in Frisco, Texas, with guests Jason Potts, Founder and CEO of Lifetime Wealth Management, and Tim Tatarowicz, Director of Annuities and Strategic Initiative. 🎙️ Key topics:Building and evolving a wealth management firm from the ground upStrategies for managing generational wealthThe role of adaptability and mindset in long-term successHow AI and technology are shaping the future of financial services Whether you're a business leader or planning your financial future, this episode offers practical insights and inspiration you can use.00:00 Introduction and Special Location00:55 Event Overview: EWTC Annual Meeting01:25 Special Guests Introduction01:55 Jason's Journey: Lifetime Wealth Services02:54 Tim's Career Highlights05:25 The Importance of Mentorship10:07 Navigating Financial Services12:16 Entrepreneurial Challenges and Successes23:48 Technology in Wealth Management25:36 Outsourcing and Cybersecurity Management26:22 The Reality of Cyber Threats27:36 The Business of Hacking28:37 Client Security and Trust29:57 The Role of AI in Financial Services32:55 Navigating Market Volatility37:29 Work-Life Balance and Remote Work39:17 Leadership and Business Growth43:17 Generational Wealth and Financial Services46:48 Conclusion and Final Thoughts
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#25. Robby Gulri, Field CTO At Rapidscale
In this episode, hosts Josh Lowrey and Richard Rodriguez are live from the Daniel Energy Partners Thrive Conference at Daikin Park. They’re joined by Robby Gulri, Head of Channel and CTO at RapidScale. Robby shares his inspiring journey—from learning English by listening to baseball announcers to becoming a key leader in technology integration.Key topics include the evolving role of CIOs, data management, cybersecurity, cloud computing, and the growing impact of AI across industries. Robby also discusses RapidScale’s customer-centric approach and emphasizes the importance of aligning IT strategy with business outcomes. 00:28 Minute Maid Park Renaming Story01:09 Dinner Anecdote and Guest Introduction02:58 Guest's Background and Career Journey05:13 The Role of Technology in Business11:17 Data and AI in Modern Business23:08 Cybersecurity and Multi-Cloud Strategies26:02 AI Tools: The Double-Edged Sword26:32 Coolest AI Implementations in Business29:13 The Iceberg Analogy: Understanding AI Deployment33:20 The Importance of Security and Resiliency39:06 Data-Driven Decision Making42:30 The Legacy and Vision of Rapid Scale45:34 Final Thoughts and Reflections
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#24. Ken Mills, President at Intelisys
Welcome to another episode of the IT Crowd Podcast!Join hosts Josh Lowry and Richard Rodriguez live from the Daniel Energy Partners Thrive Conference in Houston, Texas, as they sit down with Ken Mills, President of Intelisys.In this episode, we explore:The critical role of Intelisys in the technology and oil & gas industriesHow AI deployment and intelligent partnerships are shaping the futureKen’s unique insights on predictive technology and real-world problem-solvingThe game-changing innovations pushing boundaries in energy and techDon’t miss it—tune in now!00:00 Introduction and Conference Overview01:52 Special Guest Introduction: Ken Mills04:15 Ken Mills' Background and Career Journey07:59 Intelisys and the Technology Ecosystem14:09 Challenges and Opportunities in Oil and Gas Technology18:51 Customer Engagement and Technology Adoption24:16 Evaluating New Technologies25:26 Unexpected Success with Titanium Payments27:31 RapidScale and AI Solutions31:30 Federated AI and Industry Applications41:06 The Role of Trusted Advisors44:14 Conclusion and Future Events
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#23. Molly Determan, President of Energy Workforce & Technology Council (EWTC)
Join hosts Josh Lowry and Richard Rodriguez for an exciting episode of The IT Crowd Podcast, recorded live at the Daniel Energy Partners Thrive Conference in Houston, Texas. Special guests Molly Determan, President of Energy Workforce & Technology Council (EWTC), and Andy McDowell, President of Upright Digital, join the conversation. They discuss the significance of the fifth annual DEP event, the role of EWTC in representing 650,000 oil and gas workers, and the impressive logistics behind the event. They also reveal exciting details about the upcoming EWTC Annual Meeting, featuring notable speakers like Cody Campbell, the involvement of major industry players, and the groundbreaking partnership with Upright Digital for the welcome reception at the exclusive Cowboys Club in Frisco, Texas.
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#22 Lee Payne, Director Of Sales, Cold Bore Technology
Hosts Josh Lowrey and Richard Rodriguez bring you another engaging episode with Director Of Sales, Lee Payne, Where they discuss friendship, Growth and emerging technology in the industry!
Welcome to The IT Crowd Podcast, your go-to resource for industry news, IT consulting, cybersecurity, telecommunications, backup and recovery systems, and management and business consulting - all in one place. With an unmatched reach from top to bottom, our podcast connects business owners from leaders of highly notable corporations and tech entrepreneurs, to start-ups looking to build their network. Join us for expert insights and discussions across multiple industries, empowering you to make strategic IT decisions and drive your business forward.
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