Tag: Work Life Balance

What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

How does a kid from Louisiana with a 30-inch vertical jump become a leader in finance and coaching? 

Senior Advisor Delaney Orozco joins Nicole Romito for a candid, energizing conversation about the surprising ways competitive volleyball has shaped her personal and professional path.

From the sweltering heat of Southern softball fields to Virginia Tech’s Division I courts, Delaney shares how lessons in teamwork, loyalty, and grit have built the foundation for her success at Private Vista and why coaching young athletes now feels like giving back.

What to expect:

  • Why volleyball taught her to trust deeply and lead better
  • How coaching helped her grow as a parent, teammate, and advisor
  • The surprising way she met her husband on the court
  • Real talk on time management, community, and staying inspired
  • And more!

Previous Episodes of Interest:

Connect with Nicole Romito: 

Connect with Delaney Orozco:

About Our Guest: 

Delaney has always had a passion for coaching others. Whether that be in sports or on their financial wellbeing, she loves being someone that people can go to for advice and help through times of adversity or times of joy. Delaney began as a mathematics major at VT and had planned to teach high school calculus and coach volleyball. As a junior, she decided she might want to do something different from teaching. She knew she could always coach as a hobby, but started her search for a career where she could help people with something that always seemed like a struggle for her own family growing up: the concept of money.

Delaney began in the financial services industry in 2015 as an Associate Advisor. Over my career, she has worked on being able to find the intersection of the day-to-day processes of the financial world and the bigger picture, planning to help clients achieve their Private Vista. She also deeply enjoys developing a guide for clients to help them navigate their psychology behind finance and the numbers they see on the page.

Transform Stress into Success With Brendan Cournane (Ep. 56)

Transform Stress into Success With Brendan Cournane (Ep. 56)

Stress can help you thrive (to a certain degree).

Join Nicole Romito as she chats with professional development coach Brendan Cournane to uncover the surprising truths about stress. Through relatable insights and personal stories, they explore practical strategies for managing stress, especially during high-pressure times like the holiday season and year-end.

Key takeaways from this episode include: 

  • The different types of stress and why not all stress is bad
  • Personal and professional stress management techniques
  • How stress can affect relationship dynamics
  • Simple practices to help transition between work and personal life 
  • And more

Previous Episode of Interest:

Connect with Nicole Romito: 

Connect with Brendan Cournane:

About Our Guest: 

Brendan Cournane has served as a partner in a national law firm and various roles in the public sector, including general counsel of the Illinois finance authority. He has seen the malaise and burnout effects of what happens when one’s core values do not align with one’s profession. As a recovering lawyer, he is now a professional development coach helping his clients understand why they do what they do in life, and he helps them align their core values with how they work and live a happier life. Brendan is a certified professional coach and leadership dynamic specialist, as well as a long-time practitioner of mindfulness and meditation, and is a firm believer that happiness is a present attitude, not a future condition.

Living Your Fulfilled Life With Julie Liss (Ep. 41)

Living Your Fulfilled Life With Julie Liss (Ep. 41)

When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement 

plan?

In this episode, Nicole Romito speaks with Julie Liss, Chief Strategy Officer and Managing Director at Hal Riney, on the importance of incorporating humor into financial strategies and focusing on present joy and fulfillment rather than solely retirement and financial numbers. They explore the importance of creativity, managing a busy schedule, remote work, community, and the freedom that wealth can bring.

Nicole and Julie discuss: 

  • The importance of humor and not taking financial life too seriously
  • Why advisors and their clients should have discussions about the client’s life beyond careers and finances
  • Redefining what retirement means beyond leaving the job
  • How to balance a busy schedule with personal time for creativity
  • And more

Connect with Nicole Romito: 

Connect with Julie Liss: