Latest / Elevate Podcast: Powered by Braden / Elevate Ep 37: Diving Into Leadership with Tammy Williams, President of Cooke Financial Group
Transcript
- 0:11Welcome to the Elevate podcast powered
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- 0:39content. Now, let's dive in.
- 0:42Hey everybody, Jason M here with another
- 0:44episode of the Elevate Powered by Braden
- 0:46podcast. And this is a lot of fun. I've
- 0:48done an awful lot of podcasts in my
- 0:50life. you interviewed a lot of people,
- 0:52professional athletes, those types
- 0:53things, but never a professional
- 0:55softball player. Excited about this
- 0:57conversation. Tammy, welcome to the
- 0:59show.
- 0:59>> Thank you. I'm honored to be here.
- 1:01>> All right, so we won't get to this part
- 1:02of your story for a while, but where are
- 1:04you at today?
- 1:05>> Yeah, so uh currently president of the
- 1:07Cook Financial Group, uh here in
- 1:09Indianapolis.
- 1:10>> All right, sounds awesome, but I'm super
- 1:12interested to hear more about your story
- 1:13before you actually get to cook. So,
- 1:15let's go back to the beginning. Where's
- 1:16your genesis? Where you from? Yeah. So,
- 1:18uh I actually grew up in a really small
- 1:20town, rural Missouri, son of Missouri,
- 1:22like south of Lake of the Ozarks. So, uh
- 1:25all my family and six kids. So, all my
- 1:28family's nieces and nephews still
- 1:30somewhere somewhere around Missouri. I
- 1:32was the one that uh ventured out and
- 1:34left.
- 1:34>> All right. So, southern Missouri, small
- 1:36town. How big was high school?
- 1:37>> Oh gosh. Um I want to say maybe 80 80ish
- 1:41people in my class.
- 1:43>> 80 in the class.
- 1:44>> Yes. So, everyone knows everyone. And
- 1:46everyone knows each other's names and
- 1:48mom and dad and siblings. Yeah.
- 1:50>> All right. So, high school you start
- 1:52playing sports. Yep.
- 1:53>> What all sports you play?
- 1:55>> Oh, I played um to start out I played
- 1:57volleyball, uh ran track, and softball.
- 2:01So, those were my three. And then I had
- 2:04a really uh my volleyball coach uh
- 2:07convinced me to play basketball for the
- 2:09first time in my life my junior and
- 2:10senior year.
- 2:11>> Um
- 2:13>> All right. So, you play you're playing
- 2:14three sports. playing three sports. Yep.
- 2:16>> And your basketball coach, the coach
- 2:18says, "Hey, why don't you go out and
- 2:19play basketball at two?" So, you pick up
- 2:21a basketball your junior and senior
- 2:22year.
- 2:22>> Uhhuh.
- 2:23>> And I I told someone the other day, I
- 2:25think I fouled out of every single game,
- 2:27but my family still makes fun of me to
- 2:30this day.
- 2:31>> So aggressive, athletic, all those types
- 2:34of things, but just Okay. All right. So,
- 2:36high school, lots of sports
- 2:38>> and but softball ends up being where you
- 2:41go. when did did you love softball in
- 2:44high school? When did that kind of love
- 2:46for softball start?
- 2:47>> You know, I was um I was obsessed with
- 2:49competing and being an athlete. Like it
- 2:51didn't matter what it was. I loved it. I
- 2:53would say volleyball and softball were
- 2:54problem in favorites. Okay. Uh I loved
- 2:56the speed of volleyball. I just loved
- 2:58how quick the turnaround time of that
- 3:00was. Uh how quick-paced it was. But I'm
- 3:03like 53, so volleyball wasn't exactly,
- 3:07you know, I wasn't getting highly
- 3:08recruited by any means to go play at a
- 3:11at a high level for volleyball. So, uh,
- 3:14yeah. So, I I was much better at
- 3:15softball. Okay.
- 3:16>> I think um I honestly I didn't even
- 3:19realize how good I was at softball until
- 3:20I started playing at the collegiate
- 3:22level, but I was a pitcher my entire
- 3:24life growing up because again, small
- 3:25town, you're at your best athletes where
- 3:28it matters, right? And um so I was a
- 3:30good pitcher but not great.
- 3:31>> Okay. And so yeah, so all four sports uh
- 3:35but softball is definitely my
- 3:36>> All right. So most talented love to
- 3:38compete. Youngest of six kids. Where did
- 3:41the competition where did that come
- 3:43from? Where' the fire come from?
- 3:44>> Oh, I I think I always I think I was
- 3:46born with a lot of it, but just growing
- 3:48up with all the all my brothers. I have
- 3:50four brothers.
- 3:51>> Um and just wanting to play with them,
- 3:54wanting to compete with them and their
- 3:55friends and and that sort of thing. But
- 3:58uh we were always a baseball family. Uh,
- 4:00my dog's named after Aussie Smith that
- 4:02played for the St. Louis Cardinals,
- 4:04right? Well,
- 4:05>> naturally,
- 4:05>> his middle name's back flipped. That's
- 4:07awesome. Love it.
- 4:09>> Yeah.
- 4:10>> All right. So, your dog's named Aussie.
- 4:11We can definitely be friends.
- 4:13>> Yeah.
- 4:13>> All right. So, all right. Growing up
- 4:15there, high school, playing all four
- 4:17sports. You're going to go to college.
- 4:19What's that look like? Where are you
- 4:20going to go?
- 4:21>> Yeah. So, I committed to Northwestern.
- 4:23Actually, I was a late commitment there.
- 4:25And um I was playing down in Georgia.
- 4:28The head coach at Northwestern, Kate
- 4:29Droan, still there today, which is
- 4:31incredible. 20 25 years later, um saw me
- 4:35play. I was uh I never got a hit. I just
- 4:39ran really fast and tried really hard is
- 4:41what I always saw her. Uh she never saw
- 4:43me get a hit and uh offered me a
- 4:47position to come Western. Yeah.
- 4:49>> So So were you pitching at this point?
- 4:50Were you pitching down there? Were you
- 4:51playing a position?
- 4:53>> So funny story. So, I had never played I
- 4:55I was a pitcher my entire life. Broke my
- 4:57hand and um so I couldn't spin the ball
- 5:00yet. I couldn't like actually show up
- 5:02and pitch. So, they put me at third base
- 5:04because they're like, "This is the
- 5:05closest thing it is to pitching
- 5:07possible, right? Closest distance."
- 5:09Yeah.
- 5:09>> And so, they put me at third base for
- 5:11again, first time in my life.
- 5:13Northwestern's there. And they're like,
- 5:14"Hey, I want you to I want you to come
- 5:16be a shortstop."
- 5:17>> Like, amazing. Great. Hey, I I've never
- 5:20done it, but like if you think I can be
- 5:22a short stop and want me to come play, I
- 5:24am I'm in. Let's
- 5:25>> go do it.
- 5:26>> Yeah.
- 5:26>> So, so no hits.
- 5:28>> Never.
- 5:29>> Tried hard. Did a really good job. End
- 5:31up Northwest. Okay. So, so that was Were
- 5:34you looking at other schools at the
- 5:35time? Were you being recruited other
- 5:36places?
- 5:37>> Yeah, I wasn't highly recruited,
- 5:38honestly. There were other schools I was
- 5:40looking at, of course, but uh I always
- 5:42knew I wanted to go to a city. Okay.
- 5:44>> So, Chicago, check. Um, I wanted a great
- 5:47education obviously and I wanted to I I
- 5:52wanted to like be somewhere that I I
- 5:54felt like was my home, right? And the
- 5:56second I walked on campus, I loved the
- 5:58coaches. Uh, I loved all the players I
- 6:00met, just the feel of Evans. Um, but
- 6:04yes, I just fell in love with the place
- 6:06and uh never looked back.
- 6:08>> Okay. All right. So, you're you're now
- 6:10there obviously playing softball. What
- 6:12do you what are you going to study,
- 6:13right? because at some point you're
- 6:15going to leave this place and go do
- 6:16something else. So, what are you
- 6:17studying at primary school?
- 6:18>> Oh gosh, I had no idea going in. I'm
- 6:20like, I want to help people. I don't
- 6:22know. I love animals. I I I I really
- 6:25didn't know what I wanted to do. And so,
- 6:26I went into um learning organizational
- 6:29change and psychology with a background
- 6:31or a minor in uh business.
- 6:34>> And through that, one of my favorite
- 6:36things at Northwestern, you had to do
- 6:38like internships throughout. And so my
- 6:41last one was actually at Children's
- 6:42Memorial in Chicago. And um I loved it,
- 6:46but I realized it's not something that I
- 6:48could do every day, right? Like I was
- 6:49just it was so hard to see these really
- 6:51sick kids and and go home at night and
- 6:53have that separation and
- 6:55>> and so um fortunately I was drafted to
- 6:58continue to play. Um but after that last
- 7:01internship, I'm like this is I need a
- 7:03pivot. I need to like figure out what I
- 7:05really want to do because I knew I'm I'm
- 7:07sure like a lot of people, right? what
- 7:09you ended up studying in college isn't
- 7:11where you end up stay later in life.
- 7:13>> Yeah, of course. All right, so let's go
- 7:14back Fe before you get drafted. Super
- 7:17cool to say to say I was right, but
- 7:20let's let's walk through those four
- 7:21years maybe some fun games or some fun
- 7:23opportunities. I think you played
- 7:25overseas a couple times. So talk a
- 7:26little bit.
- 7:27>> Yeah. So um I I was so unbelievably
- 7:31lucky. I mean, I I fell into a program
- 7:33that was already very very good and I
- 7:36had incredible teammates, but um so I
- 7:38show up, you know, freshman year out of
- 7:40shape, like we're not not ready to be a
- 7:43division one athlete. I think I am, but
- 7:45everyone around me is realizes that I'm
- 7:48not. And so we spend like six months and
- 7:52we're just training and lifting and
- 7:53training. And I had never been I I never
- 7:56realized I was so out of shape until I
- 7:58went there and realized what shape was
- 7:59was. And um so the first six months I
- 8:03never played shortstop and I had this
- 8:04incredible another freshman. She was a
- 8:06walk-on at Northwestern and um
- 8:10one of the best humans I've ever met.
- 8:12She was a shortstop and she knew she was
- 8:14training me every single day
- 8:16>> to play shortstop over and so she would
- 8:18stand behind me and say like, "Hey, hey
- 8:20Tammy, you need to go cover second base.
- 8:23>> Go cover third. Go you're the cut." Like
- 8:25and she just told me what to do for six
- 8:27months. And um first game out, I had no
- 8:30idea what I was doing, you know, and
- 8:32just figuring out as a 18-year-old and
- 8:35um that year we lost unfortunately the
- 8:38national championship game though
- 8:40>> and but we had two all-American
- 8:42pitchers. I mean our lineup was just
- 8:45incredible. And so to start off your
- 8:46freshman year like that, like we were so
- 8:49good because we were hitting off our
- 8:50pitchers every day, grinding it out
- 8:51together. I just thought that was what
- 8:53college softball is like, right? And so
- 8:56I was so fortunate all through college.
- 8:58Uh we had an incredible team that I mean
- 9:02so many people still hold the records
- 9:04>> there today. So yeah, an amazing
- 9:05experience.
- 9:06>> It's amazing to think about this too,
- 9:07right? So you played you never played
- 9:09shortstop. You're a pitcher generally
- 9:11speaking people come together.
- 9:13Shortstop's the best athlete on the
- 9:14team, best player on the team, best
- 9:16hands, best arm, all that kind of stuff.
- 9:18>> And so everybody there is a shortstop.
- 9:20And yet here's this kid y
- 9:21>> hadn't played shortstop. Played short
- 9:23stop for years, right? So, I just want
- 9:25to make sure everybody hears that part
- 9:26of a story cuz that's uh it's fairly
- 9:28interesting. Usually it doesn't happen.
- 9:30>> That's unique. Yeah.
- 9:31>> Yeah. I I uh I was a center fielder and
- 9:33I had hands as a center fielder because
- 9:35I couldn't play short stuff. I always
- 9:36wanted to. It was I was terrible. The
- 9:39ball would get hit to me, hit me in the
- 9:40chest, I'd kick it up, I'd throw really
- 9:42hard to first base.
- 9:43>> I mean, that happened to me sometimes,
- 9:44too.
- 9:45>> Yeah. No, it was it was daily. And so,
- 9:47please go stand in the outfield. And so,
- 9:49but the uh Okay, so you play your four
- 9:51years and do you get an opportunity? I
- 9:54think do you get drafted and then go you
- 9:57play overseas in Japan or when when does
- 9:59that come into play?
- 10:00>> So, I want to say I was invited to USA
- 10:04tryyous I think the first time as an
- 10:0518-year-old.
- 10:06>> No kidding.
- 10:07>> And didn't make it because again I'm
- 10:10like, you know, you don't know what the
- 10:13next level is like until until you're
- 10:15exposed to it, right? And so, uh, after
- 10:17my freshman year, I was invited to USA
- 10:20Triyouts for the first time. And, uh,
- 10:24and then again, didn't make it, uh, was
- 10:26turned down for, uh, didn't make the
- 10:29roster for 2008 for Beijing. And then,
- 10:32um, after, so it was at the end of my
- 10:35college career, but then I was drafted,
- 10:38made the national team. I can't remember
- 10:40the exact timing of which is which, but
- 10:42so, you know, I think I finished my
- 10:46collegiate career and I think a week
- 10:48later I had my first I had my first USA
- 10:51game or first pro game like and I just
- 10:53kind of hit the ground running and so uh
- 10:56played USA and uh for the Chicago
- 10:58Bandits that first season out of college
- 11:00and then was drafted to go play in the
- 11:02Japanese Pro League.
- 11:03>> Oh, no kidding.
- 11:04>> Starting that winter.
- 11:05>> So you played professionally here in
- 11:06Chicago, so kind of stayed home. Yep.
- 11:08>> And then played it. How it's I guess I
- 11:10didn't realize Japan had a had a pro
- 11:12league. I mean, I knew that for
- 11:14baseball, but I didn't know for
- 11:15softball. That's awesome.
- 11:16>> It's amazing. Yeah. And so they're
- 11:17allowed two foreigners um for each team
- 11:20and that every single team is allowed to
- 11:22choose if they're going to have
- 11:23foreigners or not. And so yeah, one of
- 11:25the really lucky ones that
- 11:27>> So you got a chance. How long were you
- 11:28in Japan?
- 11:29>> Um so I started uh I've only played
- 11:31there for a year actually. Um I got hurt
- 11:35pretty early on. um tore some ligaments
- 11:37in my throwing hand which made it pretty
- 11:40difficult to to play softball. Um and so
- 11:42yeah, so I played over there but we
- 11:44would go over I'd probably been to Japan
- 11:46I don't know 10 15 times throughout
- 11:48played there. We'd always play the Jack
- 11:50uh in the Japan Cup for USA. Yeah,
- 11:53>> that's awesome. All right, so you're in
- 11:55Japan and you finally at some point you
- 11:57get hurt, right? Because eventually all
- 11:59athletes have to stop at some point.
- 12:02Yeah. So, as you're as you're finishing
- 12:03up your career, where do you what what
- 12:06are you going to do? What are you going
- 12:07to do next? Like, what what's what's
- 12:08what's the next step gonna look like?
- 12:10>> So, I took some time off um in the off
- 12:12season and in that season to obviously
- 12:15heal and then I kept training. Uh I kept
- 12:17playing for USA and for the Chicago
- 12:19Games after that and so uh but I was
- 12:22home for the L season, right? I was home
- 12:23for the winters, home in the fall. And
- 12:26uh so, you know, I was doing camps,
- 12:28doing clinics, trying to just figure it
- 12:29out. And actually the Depal University
- 12:32job opened in Chicago
- 12:34>> and talking to the coach, one of my best
- 12:37friends had actually played there. So I
- 12:38I knew I knew the coaches a little bit
- 12:41and um said, "You know what? I'll if I
- 12:44would commit two years to them, they
- 12:46would commit to paying for my NBA at
- 12:48night."
- 12:49>> And so what a deal.
- 12:50>> What a deal. I mean, right? I get to go
- 12:52coach softball, be around kids, see if I
- 12:55want to really be a college coach, and
- 12:56you're going to pay for my education at
- 12:58night. nob brainer. So did that for two
- 13:00years. Uh loved it. Loved the kids,
- 13:02loved coaching. I love people. So I, you
- 13:05know, I'm like I of course I like this.
- 13:07But um just decided I'm like, you know
- 13:10what? If I'm going to try something like
- 13:12now's the time, right? Like I I'm a huge
- 13:16believer that um it's like when I moved
- 13:18here, like take the opportunity, right?
- 13:20I can always supple will always be
- 13:23there. If I want to get back into
- 13:24coaching in two years because I just
- 13:26don't like the business world,
- 13:27>> they'll me back. Sure. Right. Like
- 13:29they're they're not going to say no.
- 13:30>> Believe me, you're back. You're going to
- 13:32be fine.
- 13:32>> I'm going to be okay. Yeah. Um and so,
- 13:35you know, I just took the leap and and
- 13:37so I started shadowing a few different
- 13:39um mainly dads actually of players that
- 13:41I was coaching. So, attorneys, um
- 13:44private equity guys, uh a couple of
- 13:46adviserss.
- 13:48>> So, so you you notice couple things I'll
- 13:50pick out, right? One of the things I
- 13:51want to go back just real quick to
- 13:53playing shortstop that first year the
- 13:54first six months there's a young lady
- 13:56standing behind you who played shortstop
- 13:59who is standing there telling you what
- 14:01to do knowing right you're going to take
- 14:03her position by the way that's pretty
- 14:05strong that's pretty strong character
- 14:07>> and then those types but also a great
- 14:09mentor
- 14:10>> for somebody to have when you're an
- 14:1118-year-old kid to have this you know
- 14:13behind your head tell what's going on
- 14:15kind of the the voice of God thinking
- 14:17hey you got to turn the double play here
- 14:18you're the cut off from short whatever
- 14:20the case Right.
- 14:21>> So, that's actually a really cool thing.
- 14:25But then as you're coaching, you're
- 14:27you're noticing
- 14:29something's going to change. Maybe I'll
- 14:30take a leap. Not quite sure what I want
- 14:32to do. You just proactively start
- 14:34asking, "Hey, you what do you do? And
- 14:37what do you do? And what do you do?"
- 14:38Yeah.
- 14:38>> And people are generally open to saying,
- 14:40"I'm a lawyer. I'm I'm this or I'm
- 14:42that."
- 14:42>> Yep.
- 14:43>> So, is that is that the process you
- 14:45>> I mean, I I I knew I love business. I
- 14:47always loved math. I love people. And
- 14:49I'm like, how do I how do I put all of
- 14:52those things together, right?
- 14:53>> And so, yeah, I just started I and it
- 14:55was like I was very fortunate. They were
- 14:57all people that I had trained our kids
- 14:59for years. Yeah. So, I knew them. I
- 15:01trusted them. I knew them. They trust
- 15:04me. So, it's like a So, so easy to say,
- 15:07"Yeah, you know what? Absolutely. Come
- 15:09come see what I do, Tammy."
- 15:10>> No kidding.
- 15:11>> Yeah. That's how I That's how I went
- 15:12about it.
- 15:13>> So, you get a chance to talk to all
- 15:14those folks as you're looking through
- 15:16and having conversations. What stands
- 15:18out to you? What do you think would be
- 15:20fun or something you want to try next?
- 15:22>> I um you know the adviserss the
- 15:25financial advisors that I saw and knew I
- 15:29again going back to my undergrad like I
- 15:31want to help people.
- 15:32>> Yeah.
- 15:33>> And so being able to show up and like I
- 15:36felt like they were really affecting
- 15:38people's lives like they were building
- 15:39really good relationships and so like
- 15:42that part of it is what immediately
- 15:44attracted me to it is just that that
- 15:46relationship side.
- 15:48>> Okay.
- 15:48>> Yeah. All right. So, financial advising
- 15:50sticks out to you of the long-term
- 15:52relationship. All that stuff's going to
- 15:53play. And you also have a pretty decent
- 15:55fallback idea, right? You have an idea
- 15:57that, hey, somebody might call me up and
- 15:59say, you want a coach? Yeah, believe me,
- 16:02somebody knows who I am. There's tape,
- 16:04there's videos, all this kind, right?
- 16:05Okay. So, you decide to take this leap.
- 16:07So, you leave the job and where do you
- 16:10go next?
- 16:11>> Yeah. So, uh I was done playing Leap uh
- 16:13at the same time, uh leave to Paul. And
- 16:16so one of the dads that I had like kind
- 16:19of shadowed, he was the CFO of uh an
- 16:21investment firm in a wealth management
- 16:24firm in Chicago.
- 16:25>> Okay.
- 16:25>> So, uh decided I was going to go it was
- 16:28and looking back now I like I'm glad I
- 16:31didn't really understand, right? I'm
- 16:32like I'm a kid. I I mean I'm in my 20s,
- 16:35but really I'm still a kid. And uh the
- 16:37book that I gave you, The Happiness
- 16:39Advantage, it's um so interesting to me
- 16:42because every single decision I make in
- 16:44my life, I'm like, "This is going to
- 16:46this is going to turn out great, right?"
- 16:48Like this is going to be awesome.
- 16:50>> And if it's not, I'll go back and figure
- 16:52it out if but like every single thing
- 16:54I'm like, "Oh, this is this is going to
- 16:56be an amazing next step." Yeah.
- 16:58>> And so at the time I I interviewed at
- 17:00like Morgan Stanley, JP Morgan, all the
- 17:03big boys, right? Yeah.
- 17:04>> And and it just it was like the same
- 17:06thing. I went to Northwestern. I'm like,
- 17:07"Oh, this is where I want to be." And it
- 17:09wasn't that any of those like it just
- 17:11felt so corporate. Just it wasn't very
- 17:14warm.
- 17:14>> Sure.
- 17:14>> And um and this place it was and so like
- 17:19let's go for it. But it was
- 17:21>> it's an independent firm. I'm going out
- 17:23trying to make it start a business on my
- 17:25own, which is obviously looking back now
- 17:27it's it's not the safe route, right? Um
- 17:30but yes, started at David A. noise in
- 17:32Chicago was there for about two years
- 17:35and uh met Brian and Chris Cook.
- 17:37>> Okay.
- 17:37>> And uh they're two brothers u from Cook
- 17:41Financial Group and met them, loved them
- 17:45as people, their wives, just really got
- 17:48to know them. And so then they recruited
- 17:50me uh for a while to try to move to
- 17:52Indiana. I'm like, where am I moving?
- 17:54I've played at Purdue and NIU, but
- 17:56that's about the extent of my Indiana
- 17:57experience. And so, uh, finally, uh,
- 18:01summer of 2017 again, I'm like, if it
- 18:05doesn't work, if I don't like Indiana,
- 18:07Chicago's still going to be there. Yeah.
- 18:09Right. So, uh, made the leap and what,
- 18:12nine years later, almost 10 years later,
- 18:15>> so cool story, but by the way, I want
- 18:17people to take this out. Your your
- 18:19outlook on life, this is going to be
- 18:21great, right? And and the thing is is as
- 18:24I get a chance to look at you, the
- 18:26cameras aren't looking at you, but if
- 18:27you can see your eyes, they light up. I
- 18:28mean, great. You like truly believe that
- 18:31this next thing's going to be great. The
- 18:32book, I haven't read that one yet, by
- 18:34the way. Thanks for bringing it in.
- 18:36>> It'll be one that I get a chance to
- 18:37read. But what a That's awesome to think
- 18:39that this is going to be great. So now
- 18:41you get two years there, you get a
- 18:43chance to learn the business, you cut
- 18:45your teeth, you're in Chicago, though.
- 18:47Yeah.
- 18:48>> Where you've now been since high school.
- 18:50built relationships, build a community,
- 18:52you know, a bunch of folks. And now
- 18:54these two guys are saying, "Hey, we want
- 18:56you to move to India."
- 18:57>> And they say, "We want you to move to
- 18:58India." And you just say, "This is going
- 19:00to be great. Is it just jump in?"
- 19:02>> No, it took them a little while to
- 19:04recruit me. You know, it it was a little
- 19:06bit of um it I never thought I'd leave
- 19:10Chicago. You know, I my core was there,
- 19:13my home was there, my people were there.
- 19:15Uh, so it took them a little while to
- 19:16recruit me, but you know, I think the
- 19:18thing that really made me say yes to
- 19:22them is I knew they were really good
- 19:24people. Yeah.
- 19:25>> I knew they were a great family. I knew
- 19:26they were people I was going to love to
- 19:28like spend 40, 50, 60 hours of my week
- 19:31with. And so to me, I'm like, you're
- 19:33going to spend more time with these. And
- 19:35Chicago was a three-hour drive, right?
- 19:37You can always go back. You can always
- 19:38spend the time you want. So, it took him
- 19:40a little while to recruit me, but um but
- 19:42no, once I said yes, I'm like, "Yeah,
- 19:43this is going to be the best thing ever,
- 19:45right?" Uh I just think that's a that's
- 19:47a way I try to look at life, dive in,
- 19:50and then Yeah,
- 19:51>> because otherwise you never know.
- 19:52>> You never know. But somewhere the title
- 19:54of the episode's in there, dive in. You
- 19:56never know,
- 19:57>> right? This is this is going to be
- 19:59great. I think might be was the name of
- 20:01it. But okay, so now nine years ago, you
- 20:04come down here to Indianapolis. you're
- 20:06working with Cook Financial and and tell
- 20:08me more what what do you guys do? Like
- 20:10what's the breath of services guys
- 20:12deliver?
- 20:12>> Yeah, so we're um a wealth management
- 20:14firm uh focusing mainly high net worth
- 20:17ultra high net worth families um some
- 20:20nonprofits which also you know it just
- 20:22makes my heart so happy uh to be able to
- 20:25help those uh those organizations but
- 20:27yeah really focusing on you know
- 20:30holistic planning. Um I always tell
- 20:32people I want to be the CFO of their
- 20:34family. there's no question for for them
- 20:36that they shouldn't be sending to me and
- 20:39making sure that if I'm not the expert
- 20:41that I'm I'm connecting them with the
- 20:43right person. So, uh really just trying
- 20:45to be an extension of these families and
- 20:48that way our clients aren't worried
- 20:50about, you know, they're not losing
- 20:52sleep at night about what the market's
- 20:53doing or or their homes or their
- 20:56finances or or any of those things.
- 20:58>> Gotcha. All right. Primarily serving
- 20:59just clients here in Indianapolis,
- 21:01Indiana, all over the country.
- 21:02>> All over the country. Okay. Yeah, I
- 21:04would say um you know a lot of of course
- 21:06Indiana from being here but uh a lot of
- 21:09snowbirds at this point in life which is
- 21:11a which is a nice perk. I got to go down
- 21:13to Florida a few times and see some
- 21:15people when it was when it was really
- 21:16cold here. I took one for the team.
- 21:18>> Thank you. I appreciate you really
- 21:20appreciate people like you. Thank you.
- 21:23>> Yeah. But no, all all AC all across the
- 21:25country.
- 21:26>> Okay. So all over the country.
- 21:27>> So cool job, right? Cool organization.
- 21:30And as you think about the business you
- 21:32guys are in, there's been a lot of
- 21:34changes obviously since, you know, 1900
- 21:36to 2000s to the internet today now with
- 21:38AI. How is tech beginning to like creep
- 21:42into your business and and what do you
- 21:44maybe see happening today with
- 21:46technology and do you think you maybe in
- 21:49the next year or so maybe something's
- 21:51going to change even more? What's going
- 21:52on in tech with you guys? I mean I think
- 21:54technology AI the speed at which
- 21:58technology is changing now I you know I
- 22:01have no idea where we're going to be in
- 22:03five or 10 years right like where AI is
- 22:05going to be I mean the things that are
- 22:07coming out today are things that can
- 22:08read tax returns in 15 20 seconds uh
- 22:11read wills read trust um and identify
- 22:16>> uh any gaps essentially and what we're
- 22:18looking for rather than you know having
- 22:20to read an 80page document
- 22:22>> drop it in and then you and pull out the
- 22:23important information or the pages that
- 22:25you need to really um dive into. And so
- 22:28I think that that benefit is going to be
- 22:31huge for companies. Um the ability to
- 22:34you know the the part of our industry
- 22:36that will be really interesting to see
- 22:37how it adapts is um we call the analyst.
- 22:39So if you're uh you're if you're
- 22:41analyzing if you're a large cap earth
- 22:43manager analyzing Amazon today or you
- 22:48know uh Nvidia
- 22:50>> well what how much of AI
- 22:52>> can do that 3 five years from now I
- 22:55think that's the part of the space where
- 22:57you're just going to get a lot more
- 22:58information yeah really really quickly I
- 23:01mean from you know 10 years ago to today
- 23:03think about the information we have on
- 23:04Nvidia
- 23:05>> course at our fingertips I think that's
- 23:07just going to be even more so But I
- 23:09think specifically for the wealth
- 23:11management side, it's to me our focus is
- 23:14how can we use technology and AI to get
- 23:17me in front of clients more.
- 23:18>> Yeah.
- 23:18>> Right. Like how can I spend more time
- 23:22with people and managing the overall
- 23:25picture that I don't need to spend five
- 23:28hours of my day reading a trust document
- 23:31or going through emails or XYZ that then
- 23:34it allows me to put time and resources
- 23:36in a place that we should be using.
- 23:38Yeah, I think that part right there
- 23:39nails it, right? You guys are in the
- 23:40people business.
- 23:41>> You go out, you build relationship with
- 23:43people, they know, like, and trust you.
- 23:45You happen to help them with wealth
- 23:47management,
- 23:47>> right?
- 23:48>> But this the story is the same across
- 23:50almost all businesses.
- 23:52>> Leveraging AI to do those things that
- 23:55could be done by AI, reading something,
- 23:58giving me some information allows me to
- 24:00do what I call HI, human intelligence
- 24:02things, right? And those are those
- 24:03things that if I got an extra five
- 24:05hours, eight hours, 10 hours a week, I
- 24:07now can go build more people that know,
- 24:09like, and trust me, and I can build my
- 24:11business.
- 24:12>> And so, it's interesting. I think you're
- 24:13I think you're right. I think you're
- 24:15really dead on with the thoughts around
- 24:17AI and how it's going to transform over
- 24:19the next few years. And if anybody
- 24:20happens to tell you in four or five
- 24:22years, they know what's going to happen,
- 24:23they don't know. All
- 24:24>> they're all lying. If we say if somebody
- 24:26says, "I'm an expert, just run away."
- 24:28You know, I mean, it changes. It just
- 24:30changed now. Something else is out. So,
- 24:32I love that. So, let's move into another
- 24:34segment. Let's talk about community.
- 24:35>> Yeah.
- 24:36>> And so, one of the things you mentioned
- 24:37was obviously serving, you know, your
- 24:40clients, but also sprinkling in some
- 24:41nonprofits.
- 24:42>> And so, when you think about community,
- 24:44what's community mean to you? And kind
- 24:46of how are you guys out supporting
- 24:47community?
- 24:48>> Um, community means so I think so many
- 24:51things to me. One is uh our team, right?
- 24:54like how do we continue to build the
- 24:57Cook Financial Group team into a really
- 25:01great place to work into somewhere that
- 25:03people want to come every single day
- 25:04that they want to spend the rest of
- 25:06their career,
- 25:07>> right? Like how do we build that
- 25:09community and that culture? Uh that's
- 25:10one layer. The second layer would be uh
- 25:13the community of our clients. One of our
- 25:15my favorite things that we do, we do a
- 25:17lot of client events. And you know, I
- 25:20had a client tell me, I don't know, a
- 25:22couple weeks ago now, probably his
- 25:24favorite days of the year are our cook
- 25:27events. Um because he gets to meet other
- 25:30people like him, right? A lot of them
- 25:33are retired. Their entire community was
- 25:35their work, right? And so now they're
- 25:38looking for things to do at night.
- 25:39They're looking for fun events. they're
- 25:40looking for people like them that they
- 25:42can go have dinner with or just and so
- 25:45like that is probably one of my absolute
- 25:48favorite communities to build because
- 25:50it's it's getting people to connect in a
- 25:52really really genuine way. Um and so I
- 25:56love that aspect of the community like
- 25:58it was like that cook community that you
- 26:00get to show up and be a part of. And
- 26:02then the other one is obviously the
- 26:03communities in which we live. Um I am a
- 26:06huge animal lover. Um so I you know uh
- 26:10like the humane society uh near and dear
- 26:12I think to my heart uh again anything
- 26:15that it can just help the people or you
- 26:18know animals or anything like that
- 26:20around. So we work with uh a number of
- 26:22you know local nonprofits um as a team
- 26:25we go out and actually do community
- 26:28hours. We've done Habitat for Humanity
- 26:31uh the last three or four years. Okay.
- 26:33And it's just it's a really it's a
- 26:35really good way for us to step back and
- 26:37say like, okay, here's all the other
- 26:39things like outside of just what we see
- 26:42every single day, here's all the other
- 26:44things that we can go out and really
- 26:46impact a community or impact a life um
- 26:48that you don't get just from being in an
- 26:50office surrounded by the same people all
- 26:52the time.
- 26:53>> Sure. So, you mentioned you mentioned
- 26:54obviously a big animal lover. Your dog's
- 26:57named after Azie Smith, Cardinals fan
- 26:59growing up.
- 26:59>> Cardinals fan growing up. My brothers
- 27:02were um very angry with me. I was um
- 27:05converted to a Cubs span in Chicago and
- 27:07so it's still so I I have Cubs jerseys
- 27:10and Cardinals jerseys which is not
- 27:12>> it still works the heart of your back
- 27:14home, right? That's
- 27:15>> you can go from you know Willie McGee,
- 27:17Vince Ga, Aussie Smith, right to to the
- 27:20to the Cubs. That's just wrong.
- 27:22>> Yeah.
- 27:22>> Okay. So, but they still let you into
- 27:24family events usually.
- 27:25>> Just can't wear those shirts.
- 27:27>> Sure. We we know the rules. All right.
- 27:29So, normally we would get to, you know,
- 27:31what's fun outside of work, that kind of
- 27:32stuff, but we got to go back because I
- 27:34got an opportunity to talk to a
- 27:35professional, you know, softball player.
- 27:37So, maybe some memorable places you
- 27:40played.
- 27:40>> Yeah.
- 27:41>> And maybe some opportunities where, you
- 27:44know, maybe you hit a hit a shot and you
- 27:46knew that it was going to be a good one
- 27:48and maybe flip the batteries or
- 27:50something like that. You know, as we
- 27:51were talking about this earlier, uh, one
- 27:53of the things I think I have to say on
- 27:54this podcast is that I'm so happy that
- 27:57NIL was not around when I played.
- 28:00>> So happy. I mean, don't get me wrong, I
- 28:02would have loved the money.
- 28:02>> Of course.
- 28:03>> As a kid, you're taking the cash, right?
- 28:04>> Exactly. But that's the point. Like, I
- 28:07had such a home, such a community. I
- 28:10mean, these people are still some of my
- 28:11best friends.
- 28:12>> Four years.
- 28:13>> Yes.
- 28:13>> Day in day out training. There there's a
- 28:16lot to be said for them.
- 28:17>> There's a lot to be said for it. And
- 28:18there's hard times, right? There it's
- 28:21not all easy every single day, but
- 28:23that's the point.
- 28:24>> And so I'm so thankful that it wasn't
- 28:26just like, oh, here's a here's a big
- 28:28check to go to
- 28:30wherever, right? XYZ. And so, um, I
- 28:33think so many people lose track of that
- 28:36and like of what really matters in life,
- 28:38whether it's jumping school to school,
- 28:40whether it's jumping career to career
- 28:42for a paycheck, it's like what who are
- 28:44the people you want to be with, right?
- 28:45>> And like what what do you want to build
- 28:47somewhere? Um, so that's one of the
- 28:48things I I think I have to say. I was
- 28:51also on the NIL board for Northwestern.
- 28:53So I was on the other side of it. I'm
- 28:55just happy it didn't affect it and never
- 28:57made a decision.
- 28:58>> Yeah. For you, you didn't have to make
- 28:59that choice. And I think there's there's
- 29:01some kind of stat and I'm sure I'll get
- 29:03it wrong, but I had a friend that worked
- 29:04at NCAA. There's a number of young young
- 29:08kids who get into the portal but end up
- 29:11not getting picked up and then they
- 29:12don't end up back in school.
- 29:13>> Yeah.
- 29:14>> Right. And so that that's that's
- 29:16something different. and all in itself.
- 29:18And so who's helping some of these
- 29:19folks? And
- 29:20>> again, I think it's if I were a kid,
- 29:22believe me, I'd take the cash.
- 29:23>> Yeah, it it'd be hard.
- 29:24>> It would be very hard to to make it to
- 29:26be like Braden Smith, right? Braden
- 29:28Smith played four years at Purdue,
- 29:30right? Then leave, all that kind of
- 29:31stuff. Probably had an opportunity.
- 29:33>> He might be the last time we talk about
- 29:34something like that. Could be.
- 29:36>> Yeah.
- 29:36>> And so no NIL, which would be good. And
- 29:39so, but then maybe a couple of just some
- 29:41places to play.
- 29:42>> Um, so obviously we already talked about
- 29:44Japan. Uh, one of the most interesting
- 29:46places we would play, we would play in
- 29:47Venezuela every summer for uh, the Panam
- 29:50Games.
- 29:50>> Oh, cool.
- 29:51>> And amazing. Uh, it was it was again
- 29:54going going overseas and seeing how
- 29:57other people in the world live, how
- 30:00fortunate we are, right? Like we were I
- 30:03always tell people like I wasn't allowed
- 30:04off of my like a hotel uh, floor
- 30:09>> in Venezuela. like we were on lockdown
- 30:11because it wasn't safe for us to go, you
- 30:14know, and kidnappers and all that. And
- 30:15so I just think going over and seeing
- 30:18how other people live, it was a
- 30:20beautiful country. I mean, I loved
- 30:23seeing it, being there, all of that. Uh,
- 30:25but just anytime you can go experience
- 30:28something like that. Um probably
- 30:33favorite one of my favorite memories. So
- 30:36actually national championship game
- 30:37freshman year 18 years old. Um we or
- 30:41going No, this is leading into the
- 30:43national championship game. I'm sorry.
- 30:44We beat UCLA to get to Arizona. So we're
- 30:47playing UCLA and this pitcher just owned
- 30:50me, right? I was back to like being
- 30:52recruited by Kate, never getting hits.
- 30:54like she just I it was my my timing was
- 30:57so bad and I so I think I was 0 for
- 30:59eight off of her like something not
- 31:01great and um we give up the tying run go
- 31:06into extra innings eighth inning and um
- 31:10I'm like I I'm going to do this like I
- 31:12am
- 31:12>> y
- 31:13>> I am done I am so mad at myself for not
- 31:16figuring it out and um I will never
- 31:18forget I just sat there and like was
- 31:20mouthing the words like drive it over
- 31:22and over in my head just telling myself
- 31:24what to do. And uh I finally stayed back
- 31:29and hit one. A home run opposite field.
- 31:31>> Oh, sweet.
- 31:32>> And I'm like, "Okay, awesome. We're up
- 31:35by one again, right?" Yeah.
- 31:37>> And then, uh my best friend, I hit
- 31:39second, she hit third. Another redhead.
- 31:42Um follows up. Next pitch,
- 31:46same home run. I mean, like feet apart,
- 31:48backto-back home runs. And so that's
- 31:50what got us in Northwestern into the
- 31:52national championship for the first
- 31:53time. So that that's definitely a core
- 31:55memory I think of me. One of the best
- 31:58ones
- 31:59>> for you. It's awesome. 0 for eight then
- 32:01drop onto the machine. Crush it. Drive
- 32:04it.
- 32:04>> I was tired of losing.
- 32:05>> Yeah, losing sucks.
- 32:08>> All right. So, and so then I also got
- 32:09asked too, I mean, you know, are you
- 32:11playing I I go to church and we have
- 32:13church league softball. Would great be
- 32:15great to pick you up to bring you as a
- 32:16ringer. Are you still playing at all?
- 32:18playing any any any fun?
- 32:20>> You know, I'm I'm not um we always joke.
- 32:23So, actually at Cook Financial Group, um
- 32:26since I came, I've just recruited my
- 32:28teammates. Um you know, really good
- 32:30people that I I've known for years. And
- 32:33so, uh two other people that work at
- 32:36Cook are actually my teammates from the
- 32:38Chicago Bandits, one of them from
- 32:39Northwestern. Uh we have a new kid
- 32:42starting in June that's a Northwestern
- 32:45softball player. So we always joke that
- 32:47we're going to start a team like we're
- 32:48going to start a corporate team and you
- 32:50know the guys on the team have to hit
- 32:51like seven eight nine because they're
- 32:53going to really weigh us down over there
- 32:55but
- 32:58>> we're going to drag you dudes with us
- 32:59because we have some
- 33:03>> it's co-ed.
- 33:04>> Um but no so I don't I've been playing
- 33:06uh pickle ball
- 33:08>> I just started golfing.
- 33:09>> Now let's go to pickle ball.
- 33:11>> So you like pickle ball?
- 33:12>> A lot.
- 33:13>> It's a lot of fun. It's a lot of fun.
- 33:15It's And it's social, right? Anyone can
- 33:18play.
- 33:18>> Sure.
- 33:19>> Any speed. Get out and play and start
- 33:21playing golf, too.
- 33:22>> Yeah.
- 33:22>> You liking golf?
- 33:23>> I am. Um, you know, obviously not as
- 33:26enthusiastic about it as pickleball. I'm
- 33:28a better pickleball player than golfer.
- 33:30Um, but no, I love it. I love being able
- 33:32to be outside for a few hours and
- 33:34compete. And we're I'm getting there. I
- 33:35It's just taking some time.
- 33:37>> You got to have a couple of good shots
- 33:38to keep bringing you back.
- 33:40>> Yeah.
- 33:40>> You hit one, you're like, "Oh, yeah.
- 33:42There it was. I I'll come back next
- 33:43time, but if one of these days I'm sure
- 33:46I'm not going to hit one, I'm like,
- 33:47"Yeah, I'm out." And so, all right. So,
- 33:49doing those kind of things. So, but
- 33:50outside of work, when you're not a cook,
- 33:53obviously everybody playing pickle ball,
- 33:54but what are you doing for fun?
- 33:56>> Yeah. Uh, so Barry involved with
- 33:58Northwestern, all my people in Chicago.
- 34:01I I you know, I spend a lot of times
- 34:03with friends, family, anything athletic.
- 34:06Uh, absolutely love traveling. Um, I
- 34:08would, you know, that is, I think,
- 34:10something that I fell in love with
- 34:12playing. I was always on the road,
- 34:14always seeing new places. So, I would
- 34:17say that's the big one. Uh, traveling,
- 34:20just enjoying the world, seeing what
- 34:22else is out there and and trying to
- 34:24always continuously be adventurous and
- 34:27and curious and learn. Yeah.
- 34:29>> Whatever comes next is going to be
- 34:31awesome.
- 34:31>> It's going to be amazing.
- 34:32>> Yeah.
- 34:33>> Yeah. When you think about it, growing
- 34:34up, small town, 80 kids in your class,
- 34:37going to Northwestern, getting an
- 34:38opportunity to play for a national
- 34:39title, crushing home run after being 0
- 34:41for eight, playing in Japan, being down
- 34:44in Venezuela, right? Being able to do
- 34:46all those things, playing
- 34:47professionally, and then and then taking
- 34:50kind of the the thing on your shoulder
- 34:51to go, hey, I'm going to go figure out
- 34:52what's going to be next. So, I'm going
- 34:54to start asking these folks what they
- 34:55do, and I'm going to go figure that out.
- 34:57And then I'm going to jump in. I'm going
- 34:58to go to Indianapolis because whatever
- 35:00is going to happen next will be great.
- 35:02If it's not, I'll do whatever's after
- 35:04that.
- 35:04>> Yeah.
- 35:05>> And so the story one is terrific. Your
- 35:08career is amazing. But the biggest thing
- 35:10that I pick up out of it is that it it's
- 35:13about your attitude, right? Drive it,
- 35:16drive it 0 for eight.
- 35:17>> Yeah.
- 35:18>> Right. A lot of folks go the other
- 35:19direction. Their mind goes very
- 35:21negative,
- 35:22>> right? And so your mind went towards the
- 35:23positive was already I'm going to drive
- 35:25the ball. Whatever's going to happen, I
- 35:27could still get out. I get a one right
- 35:28to the shortstop. Crush it via out. or I
- 35:31could go to the opposite field and drop
- 35:32a bomb. Either way, right? But something
- 35:35cool is gonna happen if I just drive the
- 35:36ball. Yeah.
- 35:37>> And so terrific to hear your story and I
- 35:39I certainly appreciate you sharing with
- 35:40me and it's been terrific getting to
- 35:42know you.
- 35:42>> Yeah. Thank you for Thank you for having