31-The Billion-Dollar Mindset: Decisions, Direction, and Destiny ๐Ÿ’ก Level ๐Ÿ†™ Conversation with the Driving Force and CEO of BMG Consulting Solutions Barbara Gilbert

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Barbara M. Gilbert (CFRE), CEO and President of BMG & Associates Consulting Solutions, is highly regarded for her executive accomplishments in the areas of national and international finance: individual high net worth wealth management, institutional management and personal and corporate banking with three of the largest wealth banks in the US. She has extensive merger and acquisition experience having been a part of 3 Bank mergers Wachovia/ Wells Fargo Commerce Private Bank/ TD and Fleet Private Client Group/Bank of America. As First Vice President of Valley Bank, she has helped to grow the bank from 20 billion to 68 billion in 5 yearย 


โ€œGrounding yourself with a simple routine like prayer, reflection, or meditation before big moments can steady your mindset.โ€๐Ÿ™
– Barbara Gilbert

Coach fERGIE’S tOP 5+ Knowledge Nuggets and Take-Aways

  1. Starting on the โ€œfactory floorโ€ of any industry teaches the real language of business and builds unshakable confidence. ๐Ÿญ
  2. Traveling for work or events can expand someoneโ€™s vision of whatโ€™s possible far beyond their hometown. ๐ŸŒ
  3. Continuously learningโ€”especially about money, tech, and AIโ€”keeps a person relevant and valuable in any room. ๐Ÿ“š
  4. Breaking the taboo around money and openly learning about wealth can change a familyโ€™s trajectory for generations. ๐Ÿ’ต
  5. Fast, clean decision-making backed by responsibility and adaptability beats hesitation and fear every time. โšก
  6. The best advisors donโ€™t try to change who you are; they work with your reality and make precise, strategic shifts. ๐Ÿงฉ

๐ŸŒ Visit BMG Cosulting Solutions Website

๐Ÿ”— Barbaraโ€™s LinkedInย 

Please Consider Supporting the 988 Suicide and Crisis Hotline

  • ๐Ÿ”นValuable Time-Stamps ๐Ÿ”น
  • ๐Ÿ•’ 00:03:15 โ€“ Grit and Grace
  • ๐Ÿ•’ 00:04:45 โ€“ Learning Business Early
  • ๐Ÿ•’ 00:06:55 โ€“ Intentional Preparation
  • ๐Ÿ•’ 00:10:05 โ€“ Four Things Exercise๐Ÿ•’ 00:11:45 โ€“ Full Picture Finance

You Can Find Out more about The Lionheart Initiative and Contact Eric Here:

Phone: (954) 802-1320
Email: eric.rogell@gmail.com

Produced by Brian Mudd

Artwork by Dylan Allen

Videography by Aubrey Aerials Marketing, LLC

Speech Transcript


Brian Mudd: [00:00:00] Are you ready to level up? Do you wish to live a life of options and not obligations? You’ve come to the right place? Thank you for stopping on by to hear knowledge nuggets from Coach Fergie and his top tier guest to help you lean into your ultimate human potential. Now, let’s level up with Coach Fergie.
Coach Fergie: Hey, hey, varsity Squad. Welcome back to another powerful edition of Level Up Conversations with Coach Fergie. With Time to Shine Today coaching, I’m your host, Scott Ferguson. Blessed to be your gap coach, specialize in performance mental conditioning, working with business leaders, entrepreneurs, entertainers, athletes, C-suite, and students to help them bridge their success gap. <<READ MORE>>

To live a life of options and not obligations on this platform, we’re soaked to bring you high performers. We’re not just chasing entertaining success. But redefining it through, providing above and beyond service and squad. Real quick, a knowledge nugget. This week I had a coaching session with a, uh, we’ll just call him a three comma guy.

Um, he is my, one of my billionaire, uh, coaching clients. And he was stuck in this transition in his life. Not in the, not in the business, but in his life. You know [00:01:00] that space where life isn’t what it is, it’s not yet what it’s supposed to be. The in-between zone where your identity, your confidence, and your patients all get tested at the same time.

He told me fur. I feel like everything is shifting under me. And I said, good. That means you’re being forged because transition is where the world stops giving you clarity and starts demanding character. See, most people try to muscle their way through change. Pure grit, white knuckle it, but every transition has two sides, grit and grace.

Grit is your discipline. Grace is your self-control. Grit is pushing. Grace is pausing long enough to respond, not react. The high performers I’ve worked with. Learn to hold both. They don’t run from discomfort. They don’t let their emotions hijack a mission. They stay neutral. They stay present. They stay in the next action.

With my client, we slowed the moment down instead of trying to out. Fight the chaos. He learned to own the space between who he was and who he’s becoming. And once he stopped trying to overpower the transition, he started navigating it. That’s the move right there. Grace keeps you steady. Grit keeps you moving.

Remember, grit is a monotonous activity, so you [00:02:00] always have to keep moving and together with grace and grit. That’s how you come out the other side built not broken, and today’s guest understands that better than a lot of people out there. We’re leveling up with a legend in the world of money. Money, mergers, mission driven impact.

My good friend here, Barbara M. Gilbert. Let’s thank you Kirsten, for bringing Barbara in. Uh, is the CEO and president of BMG and Associates Consulting Solutions. And when I tell you she’s operated at the highest levels of national and international finance, I mean the highest. She has managed high net worth wealth portfolios, overseeing institutional and corporate banking, and led financial strategies inside three of the largest wealth banks in the entire country.

Barbara has navigated and influenced some of the biggest mergers in modern banking history. Wacovia merging into Wells commerce, into TD Fleet, into Bank of America. These are the boardroom battles that reshaped the industry, and she was right there in the trenches and when Valley Bank needed growth.

Barbara helped drive it from 20 billion to $68 billion in just five years. That’s what happens when you put a true operator at the table, but she didn’t stop there as owner of BMG Consulting. She’s [00:03:00] also been the strategic force behind massive capital campaigns up and down the East Coast from the iconic Kimmel Center in Pennsylvania to the Meisner Center Amphitheater here in Florida to the Arthur Ash Center youth education projects, hover Ford School, Episcopal Academy, and major universities.

And this is a woman that I love to be kind of connected with. She’s absolutely. Awesome. Um, learned something here in the first five minutes kind of conversation that literally about speaking on stage and what we see out there and whatnot. But Barbara, thank you so much for coming on and You’re welcome.

Introduce yourself to the, the squad out there and, uh, here also in Palm Beach. 

Barbara Gilbert: Oh, hi, Barbara Gilbert. I’m so pleased to be on here with you. I appreciate it. Uh, Kirsten, thank you. Yeah, I am always here to, to speak and talk to. Anybody who wants to listen and, and really have grit and grace. Yeah. As they grow, you gotta have them both.

Um, I really, I thought about you when I put that together. I’m like, 

Coach Fergie: if there’s any better guess. ’cause I always try to pick a knowledge nugget from a coaching session. Yeah, sure. And I’m like, this works perfect. So when you look back at your journey, like [00:04:00] what’s the early moment? Lit the fire for your, like finance and leadership because again, you’re a female.

Okay. And there you get a lot of like pushback. I’m sorry, I see it. I’ve like not lived it, but I’ve observed it. Like how, how what really lit that fire. 

Barbara Gilbert: So I, um, in a family of all girls, three girls. Oh. I had a dad who was a Navy commander and also a Yale, a 

Coach Fergie: Navy. So 

Barbara Gilbert: brilliant. 

Coach Fergie: Yeah. 

Barbara Gilbert: Um, and once he was outta the Navy, his career was the steel business.

Coach Fergie: Okay. 

Barbara Gilbert: So there’s nine years between my sisters and I. Oh, wow. And so basically an only child, right? 

Coach Fergie: You’re the oldest? 

Barbara Gilbert: I’m the youngest. Oh, 

Coach Fergie: youngest, okay. So I always left 

Barbara Gilbert: and um, I was 13, 14, somewhere around there. My dad decided it was the right time for me to learn the steel business since nobody else would.

Coach Fergie: Right. 

Barbara Gilbert: And in Conshohocken, Pennsylvania, as you know. Yes. Um, so I learned everything from sheet steel to all grip to you name it, 

Coach Fergie: right. 

Barbara Gilbert: And walked through many a plant [00:05:00] and he was a real mentor. I didn’t know it then. Mm-hmm. Really, it seemed like he just wanted me to know this. Right. Because he did it. But I’d say that was the beginning of my understanding business.

And what I saw then was a way to really have. A great life. 

Coach Fergie: Sure. 

Barbara Gilbert: I had a good life. We always lived in nice places and, but I went to public school and my sisters were very spoiled. Yeah. Because they were the first two. Right. And by the time they get to me, my dad was already in his sixties. 

Brian Mudd: Sure. 

Barbara Gilbert: So there wasn’t a lot of money to spend and I really saw.

Just amazing possibilities by being in business. So he took me to to conventions with him at 16 and 17 years old. He’s 

Coach Fergie: learning it. Yeah. 

Barbara Gilbert: And I was learning, and it was the first time I ever saw Florida even. Wow. I was going to a convention in Boca. Okay. ’cause we didn’t travel a lot. Right. I met New York and Philadelphia kind of back and forth.

Coach Fergie: Sure. 

Barbara Gilbert: And so I’d say that was the [00:06:00] beginning of me thinking, Hmm, 

Coach Fergie: right. 

Barbara Gilbert: I can do this. Yeah. I can do this. Yeah. Yeah. 

Coach Fergie: Right. So. You’ve operated in some kind of intense high stake environment. Mm-hmm. Right? So what’s a small kind of daily habit that you kinda roll with that you know, keeps you grounded before you step in those rooms?

Yeah. I have an oh my own little kind of thing that I do. I’m just curious about like if I’m gonna get up in front of 1500 people and bring it like I have my own little thing, but how about you? Like what do you do to like get there? 

Barbara Gilbert: Well, first of all, I pray. Oh, thank you. Awesome. So I have that, yes. Love that.

My faith has been there for me. Beautiful. I saved most ofs my life’s. Um, and I also write lists incessantly. I have lists two. 

Coach Fergie: Do you have, do you have index cards? Because I carry them on me. That’s like my thing. I 

Barbara Gilbert: love my lists. Right. And um, the night before. My list and love that the next morning. And so I sat in my car before I came in here just to kind of rethink.

Coach Fergie: Yeah. 

Barbara Gilbert: Uh, had a, who’s 

Coach Fergie: this Scott Ferguson guy? Like what? Yeah, just Kirsten get me into kind of thing. Right. 

Barbara Gilbert: Oh, [00:07:00] I know. She always gets me into good things and, and I’m always open for something new, but basically it’s, you know. What message might you want? 

Coach Fergie: Sure. 

Barbara Gilbert: And take myself away from my daily life and think about you for a minute.

Coach Fergie: Right. 

Barbara Gilbert: So, um, that’s what I do and I’m never nervous on stage. So that is a, a big plus. Love that. Um, it built my business on stage. Sure. So, um, just a gift from God. They always say, you know, know what your gifts are. Okay. That was one. Speaking was easy for me. I love that. Um, but. 

Coach Fergie: Yeah, and squad. What I just picked up from there is she does things for intention, meaning like, like very easily she could get caught in imposter syndrome, like, what am I doing here?

That’s if she started putting her capabilities with her confidence. It sounds to me like you’re very intentional. You sat in the car even before you came in. This little show. Yes. Right. Or even before you go and set, but you set your intention for what you’re gonna do. Right. So again, squad, if you set your intention to your confidence, then you just, you take off.

Right? Yeah. I see. Now people don wanna put capabilities there and they’re like, what am I even doing [00:08:00] here? Right. 

Barbara Gilbert: Yeah. I, I don’t have those thoughts more of make sure to I deliver what someone expects about them. Yeah. 

Coach Fergie: Yeah. 

Barbara Gilbert: Exactly. Uh, last night I had a board meeting. I sit on the Barry University Business School board.

Oh, very nice. And, you know, it’s important to me, I got there early. 

Coach Fergie: Mm-hmm. 

Barbara Gilbert: And he said, Hey, come on in. I said, no, I’m fine. You’re good. In the car. Yeah. In my car. And get organized away from my regular day into what I can do for them. Love it. Before I walk in the meeting. Yeah. Yeah. 

Coach Fergie: So when you’re walking into that boardroom where, you know, sometimes billions are at stake.

Mm-hmm. Right. So, you know, the, the confidence that you assert when I walked in, you’re very confident and I see that. And it’s an attractive feature. Right. Thank you. Like, especially in the business world. Right. So how do you sort that confidence and authority and clarity without making it look forceful?

Barbara Gilbert: Oh, um, I, first of 

Coach Fergie: all, it almost, it seemed natural. 

Barbara Gilbert: I don’t think about it, you know, so thank you for thinking I am. Yeah. Um, I am an avid reader. Uh. And so I always try to stay up on everything, uh, AI right now. Sure. It’s important. [00:09:00] Love it. If you wanna be respected and known, you better stay up. I don’t care who you are, how old you are or what you’re doing, percent, you better know what’s going on.

I’m gonna be, 

Coach Fergie: every day I’m in this little course thing. Yeah. It’s, it, it was marked for men over 50, you know, to like, learn something about AI every day. Right. And so like, now it’s like I can’t go a day without at least digging in a little bit. Right. No, we have to know. Yeah. And 

Barbara Gilbert: so I make myself prepared in that way.

That could create competence. Because I love to read, so. Right. I especially love to read short things, so magazines, finance articles, um, and constantly stay up on that type of topic, which is facts. 

Coach Fergie: Right, right, right. 

Barbara Gilbert: So it helps you 

Coach Fergie: love it, 

Barbara Gilbert: fit into most situations. 

Coach Fergie: How about any like, mindset stuff that you might read to like, keep your, you know, mind, you know, click gratitude, you know, you know, stuff like that.

Mm-hmm. Is there anything else that you’d like to kind of feed your mind? 

Barbara Gilbert: Yeah, I, I feed my mind with the things I love the most and, um. Long ago when I was a divorced single mom, I saw a psychologist that [00:10:00] said to me, Barbara, what do you love? I said, I love my children. Yeah, no, that’s not what I wanna hear.

Right. I wanna hear, what do you love? 

Coach Fergie: Yes. 

Barbara Gilbert: I was all of maybe 29, 

Coach Fergie: right? 

Barbara Gilbert: I didn’t know. She said, come back and I wanna know four things you love. Four things you can think of that take you somewhere else for a minute. 

Coach Fergie: Okay? 

Barbara Gilbert: I’ve never forgotten that. The four things you remember, I’m not gonna tell you. Okay.

Well very good. But I know what they are. Yeah. And they’ve never changed. I love that. So interestingly, they have never changed. 

Coach Fergie: I love that. And like my clients, no matter again, if you are a high net worth Yeah. Or you’re a professional football player, if you’re a house husband housewife, they’re. They must give me three things they’re grateful for by 9:00 AM their time.

Mm-hmm. Every day. Monday to Friday. That’s great. Right. It’s because it starts the, starts the reticular activating system. Right. Right. So it’s like you do what you do, you do, you get it right. You know, things start coming to you with that. So how about like, what surprised you the most about like human behavior when it comes to money, wealth, and philanthropy?

I mean, we live in Palm Beach, so there’s a whole stigma [00:11:00] around that, but what has kinda surprised you the most through the years? You know what 

Barbara Gilbert: surprised me the most, while I had a very active wealth management career, which was a blessing. Yeah. Um, most people could not have gone from a capital campaign specialist to a wealth manager, but they came and found me.

Right. So it’s not a job I could have applied for. Right, right, right. And it was almost like an MBA in finance. Mm. And I was so thankful for it. And. I loved it because it helped direct people’s lives and I was never taught that in my days growing up, our family didn’t talk about money ever. Right. Ever. It was tax mine neither.

You don’t ever ask Right. How much someone’s house cost. Right? Sure. So it’s crazy. It 

Coach Fergie: was so taboo then. Right? Especially the 

Barbara Gilbert: estate planning piece, which I still do. All the time. Mm-hmm. Very active. It, it helps me in philanthropy, it helps me in finance, and you need to know the whole picture. It worried me tremendously when someone would walk in and [00:12:00] talk to someone about their investments and the person never asked, wait a minute, let’s just jump back here a minute.

Mm. What are we trying to achieve? Love that. What your tax situation. Awesome. All of that. So I would say that that was, um, really a, a gift and something that I. Cherish to this day. And I always would sit in meetings where people would say, well, what are we gonna do about what we’re charging and what’s it, what, what the rates are?

Right. And should we bring it down? I never had anybody ask me to reduce my rate. 

Coach Fergie: Love that. 

Barbara Gilbert: So that told me that they felt like they were getting what they deserved money. 

Coach Fergie: Absolutely. Right. 

Barbara Gilbert: And I never really said it because I’m not, I’m not there to teach everybody else. Sure. But. That was always a very satisfying.

Into 

Coach Fergie: me. Yeah. Yeah. ’cause again, it’s about intentional. I can see you’re do making it about them. And a big thing about, you know, coaching with me is like they, I’m a big believer that, you know, do what you love in the service of people that love what you do. And what I mean by [00:13:00] that is I do what I love. I get to level people up, but the people that I’m leveling up or the people that are observing those people being leveled up, see that I love what I do.

Right, right, right. So I can tell that you love what you do. And squad, we are gonna take a really quick break and kind of. When we come back, we’re gonna dive into coaching consulting that we talked about a little bit off mic and um, we’re just gonna throw it to Steve Austin, my awesome sponsor with Rise Mortgage.

Steve, take it away please. 

Steve Austin: Thanks Scott. Happy Saturday everyone. This is Steve Austin with the Rise Mortgage Dynamic Team with your mortgage market recap for the week of November 10th, another week of the same old song and dance for mortgage bonds. Things are still trading in the same range. We have been seen.

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Coach Fergie: Hey, thank you so much for the update, Steve, and I’m really blessed that you are our sponsor. Barbara, we talked a little bit about coaching and consulting. Mm-hmm. Right? In your line of work, you, you have to be a coach. Salt, right? You have to be like you. There’s no way you can be like, coach me. I like if I was to coach you, you forgot more about building wealth and making money and stuff like that than me.

Like, so you could tell me, I couldn’t tell you, Hey, go do this and be like, gie, you’re an idiot. Right? You’d be like that, but. [00:16:00] Me, I’m a big believer that everyone knows what they want. Mm-hmm. They just don’t know how to talk themselves into it. Mm-hmm. That’s what a coach does. Right, right. So a consultant, like when do you know when you have to put on one hat, take off the other, and like how, how do you work that 

Barbara Gilbert: well.

I’ve been a consultant for 25 years, right? So I’ve had BMG before I was in finance, and so I just kind of brought it back to life again to get myself out there and really, really start helping some nonprofits where they need it. Um, and so to answer the first question though, it is consulting was always what it was called 25, 30 years ago.

Coaching didn’t exist, didn’t 

Coach Fergie: exist 

Barbara Gilbert: until recently. Someone asked me, well, are you a coach too? I said, well, I, I guess I am in a way. Sure, but no, I really consult on business. Yeah. Whatever your business is. So your business is nonprofit or your business is for profit sales or your business is public speaking or your business is a, [00:17:00] a business plan, right?

Strategy, five year plan, whatever it might be, that type of consulting. Is really working with the facts of what their business is and where you wanna go. Sure. I don’t change the person much, so I have to work with what I have. This is just that little shift that they can have. Yeah. Right. Um, and so I, I think that came about from my early days of working in nonprofits that were disaster based.

Coach Fergie: Sure. 

Barbara Gilbert: I couldn’t do it. I couldn’t do disaster all day, change the world and come home and take care of two little kids by myself, right? So I, I moved myself over to charities that were really fun and pretty. Like, okay. You know, ballet. Okay. The Philadelphia Ballet. Yeah. Like, uh, education. Yeah. Because I’m an education nut.

Right. And I’m really upset. I didn’t go to Princeton, Yale, but I paid for college myself. Yeah. And went to Barry University. So it’s a great, that’s pretty good background. [00:18:00] Um, but I am. I’m an education nut, and so that being in a school is very factual, so I like that. Doing a capital campaign to build a building for a school that’s factual.

There are people that are thankful, so you have donors, and so the piece that I got stayed away from because I was very good at cutting off business when I went home was. My children and anymore disaster other than trying to raise two kids by yourself. Right. So, um, I also wrote a book, okay. So I should probably tell you that Kirsten doesn’t know much about it.

Okay. But it’s called 13 Nannies. Thirsty nannies. Okay. That’s how many it took me to raise my kids. 

Coach Fergie: Really? 

Barbara Gilbert: Mm-hmm. 

Coach Fergie: So you actually had nannies for ’em then? Okay. Uh, well, so 

Barbara Gilbert: what, what happened was they were, they weren’t called that, but I brought them over from England. Oh, wow. Because I was a flight attendant in my early days flying Miami, London.

Wow. Okay. So I hired them. Out of 

Coach Fergie: the hotels every go, you were out there flexing your hustle muscle your whole life. 

Barbara Gilbert: Yeah. 

Coach Fergie: That’s, that’s amazing. So 

Barbara Gilbert: it, but really [00:19:00] these girls, you know, became part of my life. And, um, my nephew’s a producer and he encouraged me to write a book and then he wants to produce it.

That’s amazing. So it’s, it’s almost finished. There’s some very touchy pieces Yeah. That as the, uh, person at the management studio said to me. Barbara, this is really funny. Yeah. But with this funny comes a lot of hurt. Sure. And I need to see some of that hurt. And I went, oh, okay. I was trying to avoid that.

Do it now. Yeah. I don’t want, just with me, I’m 

Coach Fergie: writing a business parable right now and it’s basically me as the hero’s journey. Right. And they’re like, there’s not enough, you know, hurt. Like there’s a lot of people that were there for me. Yeah. I stand on the shoulders of a lot of giants. Me too. Right. So it’s like me too.

Wonderful people that in. So how about. Decision fatigue within the business world. We’re gonna kind of trans Yeah. Transition into there. So many leaders I see like struggle with it. I’m coach a lot of them. Yeah. Right. So especially, you know, when [00:20:00] navigating that rapid change for mergers and mm-hmm. You know, stuff that you’re dealing with, like how have you trained yourself, you know, through the years to be able to make quick, fast, accurate decisions?

Barbara Gilbert: I’ve never had a problem with decisions. Mm-hmm. Could say I’m a bit black and white. Yeah. I consider it the book Blink. If you ever read that. That’s how my life is. I can walk in and say, blink, this is what I think is going on here, so therefore this might have to happen. 

Coach Fergie: Right. 

Barbara Gilbert: Um, some, sometimes I think it’s a gift, especially when I would do audits on people’s companies of what they needed to change.

Coach Fergie: Mm. 

Barbara Gilbert: After a full day there, I could usually say. Here’s the weak, weakest link, so to speak. 

Coach Fergie: Right. 

Barbara Gilbert: Um, I don’t know. It’s never been a problem for me to make decisions. Okay. And then I deal with the consequences. Are the consequences always exactly what I thought. No. 

Coach Fergie: Mm-hmm. 

Barbara Gilbert: But then that’s change. So how do we deal with that change?[00:21:00] 

Coach Fergie: Gotcha. So what do you, what are you seeing then now with the, you know, with your experience in the kinda the national international finance, like what do you believe in the next five to 10 years will demand? Lead leaders from banking and philanthropy or all that stuff. Where are you seeing things go right now?

You’re the, you’re the pro here. 

Barbara Gilbert: Well, I really have believed for probably the last eight years, and I have seven grandchildren, so I try to, to teach them this. That, that the world is now not the United States anymore for them. 

Coach Fergie: Right. 

Barbara Gilbert: The world is the world. Right. You can go from here to London in the same time, you can go basically right to la.

Coach Fergie: Exactly. Yeah. 

Barbara Gilbert: Um, so, so the languages, the currencies, the. Politics in all of the different countries. Mm-hmm. You need to know that. Um, my son is an international forensic accountant. 

Coach Fergie: Okay. 

Barbara Gilbert: I didn’t even know what it [00:22:00] was when he told me that’s what he wanted to do. He’s now 45. Um, but looking back, the first test he took for a job, they told him to take the whole test in Spanish and that he had three hours to do it.

Well, it was all about. Tell me what you think about the power and such and such kind, right? He said, oh my God, mom, how do I know all this? I do read all the papers, but so what they didn’t say was, feel free to use the computer right next to you. Mm. But they didn’t say, don’t. 

Coach Fergie: Right. 

Barbara Gilbert: So he did. 

Coach Fergie: Right. 

Barbara Gilbert: And he came out and they said, you are the only one that finished the exam.

And it’s a hundred percent correct. 

Coach Fergie: Right. 

Barbara Gilbert: He said, why I was worried about the computer. He said, no, we were testing your judgment. 

Coach Fergie: He got, yeah, he got creative. That 

Barbara Gilbert: is a lesson. Yeah. Right. I am so conservative. I never would’ve touched the computer. Really? Okay. No. I’m a goodie two shoes. I, I I, I 

Coach Fergie: went to 

Barbara Gilbert: Right.

Religious schools. I, you know that 

Coach Fergie: movie [00:23:00] Bob Men in Black? 

Barbara Gilbert: Yeah. 

Coach Fergie: With Will Smith, where they’re all having to fill out surveys. There’s a table in the middle and he’s the only one that reached out and pulled the table. Yeah. Close to him to fill out the. Or the take the test, 

Barbara Gilbert: but that’s the future kind of, right?

Well, 

Coach Fergie: you had to have gotten some of that from you. It was your son, right? 

Barbara Gilbert: Yes, he’s my son. Okay. Yeah. But you know, I, I, well, I will say he called me in, in his beginning years of his career and said they kids always know they could get me at seven 30 in the car. Okay. You know, as they were growing up. 

Coach Fergie: Okay.

So how about this, like, I’m a big believer in the, in the beginning of your life, your early years, you, you learn the middle years you earn and the. Later years you return, right? So you learn, earn return. So how are, what is your thoughts about mentoring and then paying it forward? I, 

Barbara Gilbert: I constantly pay it forward.

Okay. So my, I’m on five different boards right now. Yeah. Um, I try so hard to, to really be there for my kids and their kids. 

Coach Fergie: Right. 

Barbara Gilbert: Uh, there’s so many lessons that could be learned for grandchildren, [00:24:00] from their grandparents. I’m a big believer in that. 

Coach Fergie: Huge. Yeah. Yeah. Being 

Barbara Gilbert: so involved. It was funny, my, my 15-year-old grandson said, oh, you know, um, I’m so sorry I didn’t call you back, but I’ve got three, uh, different multiple chats going on at the same time for sports for this.

And I stopped. I said, chase, I want you to know that I have three different chats going on, right. One’s for my speaker series. Sure. One is for my Google group for, for venture capital for women. Sure. And one is work. So I get it right. I get why you’ve got too much. He said, you do. He was amazed. I understand.

Coach Fergie: And that’s a great connection you got. So 

Barbara Gilbert: all of that moving forward and giving back, I try to give back in, in very succinct ways because you, you have to manage yourself and your time as well. So time with my husband, I am remarried. Time for sports to stay in shape. Sure. Um, and time for just enjoyment, you know?

Um, and then giving back too. 

Coach Fergie: So I ask all my guests as we kinda start winding down, but how does [00:25:00] Barbara want her dash to? Remember that little line in between your incarnation date and your expiration date, your life date, and your death date. How do you want your dash remembered? I 

Barbara Gilbert: just really want it to say that I made a huge difference in this world.

Okay? My husband would tell you that it would say. I’m the kindest person that ever walked into this book. Okay. Um, because I heard him tell my daughter that recently. Love it. But either one I’m fine with. Gotcha. Um, but I want to always be count honorable. Yeah. I want to be. Honest and blunt. I am blunt.

Sure. But in a good way. Yeah. And I like that back. Not that you 

Coach Fergie: offend them. I like it back. I don’t want any fake 

Barbara Gilbert: stuff. I don’t like that. I try to run from it. I don’t False 

Coach Fergie: motivation fake. No, I don’t do business. 

Barbara Gilbert: I have to, I’m trying to get a be, be a better judge of it, even just to run from it because I don’t like it.

It’s not. What I know. 

Coach Fergie: Right? 

Barbara Gilbert: And so it feels uncomfortable. I 

Coach Fergie: love it. It’s just I see you like planting trees. You’re never gonna sit in the shade of, and those are the kind of people [00:26:00] that I like to align with. Right. Thank you. And again, we talked off mic about new things for the intention and not the attention.

You’re not like, look at me. You know, you’re out there, you’re helping and leaning into people. So as we wrap things up, the floor’s yours for the next minute or so, like, can you tell us how to find. 

Barbara Gilbert: Sure. Um, so I still am the Vice First Vice President at Valley Bank, uh, handling business development. Love it.

The Southeast Region. Great Bank, by 

Coach Fergie: the 

Barbara Gilbert: way. Thank you. My office is in Palm Beach and on the side I do do consulting for, uh, business development, uh, plans or any type of, um, nonprofit strategy and audits, as well as a capital campaign plan, which is really where my real expertise was. The venture capital piece that I’m still involved with, I’ve been in eight years.

Mm-hmm. With, with 120 very active women that are amazing all across the world. We meet four times a year. I’ll be doing that event on January 23rd in West Palm Beach. Oh, wow. Okay. Yeah, so that’s exciting. It’s an all [00:27:00] day strategy event and really not just venture the way we all think of it, but also venture.

How do you take your next step to your next chapter in your career? 

Coach Fergie: So, gotcha. Is there a phone number that you wanna kind, kinda reach out to you and grab you? 

Barbara Gilbert: Yeah, sure. My, my cell is 5 6 1 2 1 5 0 5 9 2. Texting me is the best way to get me. Excellent. ’cause I’m usually working. Um, and then my, uh, my website.

Yep. BMG um, and all that will be consulting Solutions. I’ll put that in there. Right. And, um. Email. It’s always good. Love it. So I would appreciate anybody who’s interested in, in hiring me for anything. I’m, I want to hear what you’re doing. 

Coach Fergie: Yes. And 

Barbara Gilbert: we’ll, I, you know, I don’t take all of the people that want to work with me, but if it’s the right fit, I would love to help.Coach Fergie: Love it. And squad again, 5 6 1 2 1 5 0 5 9 2 5 6 1 2 1 5 0 5 9 2 or barbara@bmgconsultingsolutions.com. Again, barbara@bmgconsultingsolutions.com. Thank you to my producer Brian Mutt. Thank you, Kirsten, for [00:28:00] bringing Barbara in. Thank you, WJ and O, everybody out there. Have a great weekend. Thank you. Level up.

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