For wealthy families and growing businesses with assets on both sides of the U.S. and Canadian border, managing wealth is a complex challenge filled with potential tax and liquidity pitfalls.
In this episode of From Stuck to Scaled, host Julio Gonzalez sits down with Wayne Baxter, Senior Executive Manager at One Capital Management, LLC. Wayne, who hosts the 3 Questions podcast, shares his strategy for simplifying and optimizing cross-border wealth management.
We dive into:
- Wayne's journey across the border.
- How he built his business within a business.
- The tax and risk management complexities of dual-country assets.
- The critical questions families should be asking their advisors today.
If you're navigating international wealth complexities, this episode provides the clarity and strategy you need to ensure your assets are protected, integrated, and aligned with your long-term goals.
Connect with Wayne:
LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
Website/Podcast: https://www.onecapital.com/3questions.php
Follow host Julio Gonzalez on:
- LinkedIn at https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube at @opticution
- Webpage www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

Are you confusing responsibility with accountability? Most leaders are, and it’s costing them high-performing teams and consistent results.
In this episode of From Stuck to Scaled, we’re joined by Dave Rosenberg, a combat-proven Naval Officer turned business strategist and the architect of the Radical Accountability™ Leadership Doctrine.
Dave breaks down the critical difference between responsibility (action in real-time) and accountability (owning the outcome). He shares how this doctrine—rooted in military precision and business pragmatism—eliminates blame-shifting, fosters true ownership, and creates resilient teams that consistently achieve measurable results (like doubling revenue and eliminating attrition).
Learn why leaders must own all failures, how to delegate authority effectively, and the three key tactical steps you can implement today to transform your managers into culture-driving leaders.
Dave is the author of Locked On Leadership and co-host of the Disarming Persuasion podcast.
Connect with Dave: LinkedIn: https://www.linkedin.com/in/daverosenbergspeaks/
Instagram: @lockedonleaders
YouTube: https://www.google.com/search?q=https://www.youtube.com/%40lockedonleadership
Follow host Julio Gonzalez on:
- LinkedIn at https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube at @opticution
- Webpage www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

The biggest challenge in a growing business? HR can’t be a one-person show.
In this episode of From Stuck to Scaled, host Julio Gonzalez sits down with Monica Martinez of PuzzleHR, a leader with over 25 years of experience in operations and HR for Fortune 1000 companies.
Monica reveals why the modern scope of HR—from recruiting to benefits to culture—is too large for a single generalist to handle effectively.
We discuss:
- The core roles and responsibilities of modern HR
- How to identify where your HR team is being spread too thin
- Strategies for resource optimization for SMBs
- Why aligning an HR team member's passion with their role is essential for retention
If you've ever felt that your HR systems are holding you back, this episode provides the clarity you need to scale your people strategy.
Connect with Monica Martinez:
LinkedIn: https://www.linkedin.com/in/monicamartinez1/
Follow host Julio Gonzalez on:
- LinkedIn: https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube: @opticution
- Webpage: www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

Everyone's talking about AI, but our guest, Aaron Shechet, is here to explain why it demands a total business model transformation for professionals.
Aaron, a former lawyer and expert witness who now builds custom AI agents, argues that the billable hour is obsolete and intellectual property is losing relevance.
In this eye-opening episode, we dive into the strategic shifts professionals—from lawyers to consultants—must make to survive and thrive. Learn how AI is affecting copyrights, the need to move away from time-based pricing, and the five-step plan to redesign your practice toward enduring needs like trust, strategy, and nuance.
If you're ready to scale your value in an automated world, this conversation is your blueprint.
Connect with Aaron on LinkedIn: https://www.linkedin.com/in/ashechet/
Follow host Julio Gonzalez on:
- LinkedIn at https://www.linkedin.com/company/opticution/
- Facebook/Instagram/YouTube at @opticution
- Webpage www.opticution.com.
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

In this episode of From Stuck to Scaled, host Julio Gonzalez sits down with Jessica Portalatin, founder of Portalatin Business Law Firm and a Super Lawyers Rising Star.

Jessica shares her journey of transforming from a successful attorney into a strategic business owner who sells legal services.

We dive deep into the crucial mindset shift required to make this leap, the importance of knowing your Key Performance Indicators (KPIs) and metrics, and why comprehensive business planning is non-negotiable for professional service firms looking to scale.

Whether you're an attorney, accountant, or consultant, learn how to move beyond the billable hour, protect your brand, and set your business up for sustainable, long-term success.

Connect with Jessica Portalatin:

- LinkedIn: https://www.linkedin.com/in/jessicaportalatin/

- Facebook/YouTube: @portalatinlawfirm

- Instagram - @portalatinbiz

- Webpage: www.contractlawmiami.comFollow host

Julio Gonzalez on:

- LinkedIn: https://www.linkedin.com/company/opticution/

- Facebook/Instagram/YouTube: @opticution

- Webpage: www.opticution.com

Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

Most business owners don’t realize how much hidden people risks can stall growth. Gaps in roles, fuzzy decision rights, and unspoken communication breakdowns often go unnoticed until they’re already costing time, money, and momentum.
In this episode, Rachel Platt of PLATTinum Consulting explains how to identify these risks before they escalate, what red flags to watch for, and how small and midsized businesses can put simple systems in place to strengthen trust, speed execution, and create healthier teams.
You’ll walk away with practical tools to map decision-making, identify your culture carriers, and create 90-day check-ins that keep your people—and your business—on track.
Connect with Rachel:
email: rplatt@PLATTinumconsulting.com
Website: https://wwwplattninumconsulting.com
Follow host Julio Gonzalez on:
- All social media: @opticution
- Webpage www.opticution.com
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

Running a fast-growing law firm in today’s environment requires more than legal expertise—it demands the right technology to scale efficiently and deliver value.
In this episode of From Stuck to Scaled, David “DJ” Holt, healthcare attorney and founder of Holt Law, shares the exact tech stack behind his 7-figure boutique multi-state practice. From screening new tech decisions to leveraging AI tools like Google Gemini and NotebookLM, DJ explains how to focus on ROI and value over price when choosing software.
Whether you’re a professional services leader or a small business owner looking to scale, this conversation will show you how practical technology can be the difference between stagnation and rapid growth.
Connect with DJ:
TikTok: @djholtlaw
Instagram: #holthealthcarelaw
Website: https://www.holtlawllc.com
Youtube - https://www.youtube.com/@djholtlaw Podcast - https://open.spotify.com/show/2CGytFY0kRjFzVQBuOI0h5?si=0b80db14a3964b67
Follow host Julio Gonzalez on:
- All social media: @opticution
- Webpage www.opticution.com
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!

Conventional wisdom sounds safe—but playing it safe rarely leads to breakthroughs.
In this episode of From Stuck to Scaled, Julio Gonzalez sits down with Kim Miller-Hershon, leadership coach and host of Unconventional Wisdom About Conventional Wisdom.
Together, they challenge the clichés that hold leaders back and dig into the bold, messy, and unconventional ways real growth happens.
From celebrating small, unexpected wins to sparking new thinking by breaking routines, Kim shows us why the best leaders don’t follow the rulebook—they rewrite it.
If you’re tired of surface-level advice, this episode is your permission slip to think differently and lead boldly.
Connect with Kim:
Instagram: @kimmhsf
Website: https://www.kimmillerhershon.com
Podcast - https://www.kimmillerhershon.com/podcast/
Follow host Julio Gonzalez on:
- All social media: @opticution
- Webpage www.opticution.com
Email Julio at ⁠⁠julio@opticution.com with any comments, questions or suggestions!