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Showing episodes and shows of
LaVaisha Davis
Shows
Mindset Mastery Moments with Dr. Alisa Whyte
Think Like the 1%: The Family CEO Mindset & The Rise of the Virtual Family Office
Most families don’t have a money problem.They have a leadership problem.In this powerful episode of Mindset Mastery Moments, Dr. Alisa Whyte sits down with Wealth Manager LaVaisha Davis to break down why wealth starts—and often stops—with the same generation.If you’re a first-generation wealth builder, entrepreneur, or high-income professional, this conversation will shift how you think about financial leadership.LaVaisha introduces the concept of the Virtual Family Office (VFO) — a strategic wealth framework used by ultra-high-net-worth families to centralize...
2026-02-16
55 min
B.O.O.S.T. Podcast
Structuring Family Like a Business to Build Wealth with LaVaisha Davis| EP166
What does it mean to build family wealth that goes beyond money? LaVaisha Davis shares how everyday families can structure themselves like a business and manage wealth like pros through her Family Wealth Operating System, led by the “Family CEO.”LaVaisha breaks down common myths about wealth‑building, shares how families can create their own wealth‑building ecosystems, and offers practical steps for those who feel behind or overwhelmed to reclaim their financial story. Listeners will walk away with a fresh perspective on legacy, leadership, and the power of treating family as the most important enterprise of all....
2026-01-08
18 min
Entrepreneurial Appetite
Entrepreneurial Appetite 2025 Year in Review
Entrepreneurial Appetite: 2025 Year in Review - Your Top 5 EpisodesAs we close out an incredible Season 6, I'm reflecting on the conversations that moved you most. From franchise ownership to electric vehicles, fatherhood to family wealth, and global Black history—this season has been a journey of transformation and possibility.In this special episode, I'm counting down the five most downloaded conversations of the year, each one a blueprint for building community, promoting intellectualism, and supporting Black businesses.#5: Dr. Tamara J. Walker - Scholar and author of Beyond the Shores: A...
2026-01-01
07 min
School for Startups Radio
November 11, 2025 - Superbold Fred Joyal and Wealth Strategist LaVaisha Davis
Fred Joyal – Co-Founder of 800-Dentist and Author of Superbold: From Under-Confident to Charismatic in 90 Days Bold people realize that the unexpected happens when you step out of your comfort zone, so they start to expect the unexpected. Fred Joyal is an entrepreneur, speaker, busin ess advisor, and #1 Amazon Bestselling author. He co-founded the most successful dentist referral service in the country, 1-800-DENTIST, which, in his 30 years as CEO, generated over $1 billion in revenue. Along with this achievement, he has also been awarded the Conrad Hilton Distinguished Entrepreneur Award by Loyola Marymount University. He has wri...
2025-11-11
53 min
Whiskey, Jazz and Leadership
The Business of Wealth with LaVaisha Davis (Part 2)
In this follow-up episode, LaVaisha Davis, Generational Wealth Advisor and founder of LOS Advisors, dives deeper into the strategies and discipline behind building lasting wealth. She and Galen tackle one of the most overlooked aspects of wealth building—planning before emotions take over—and explore why tax strategy isn’t just about compliance but a powerful wealth-creation tool. LaVaisha also shares her personal influences, including her Invisible Board of Directors, and how intentional leadership shapes family legacies. 👉 Join the VIP Community today for immediate access to exclusive content and deeper insights from LaVaisha’s conversation.
2025-10-10
24 min
Whiskey, Jazz and Leadership
The Business of Wealth with LaVaisha Davis (Part 1)
In this episode, Galen sits down with LaVaisha Davis, Generational Wealth Advisor and founder of LOS Advisors, to break down what it really takes to move beyond making money—and start building lasting wealth. LaVaisha shares her personal journey from aspiring medical professional to entrepreneur and wealth advisor, the lessons she learned through both success and setbacks, and why most families don’t need more income—they need a better system. If you’ve ever wondered how to turn revenue into legacy, why vision matters more than tactics, or how to lead your family like a busine...
2025-10-07
22 min
Empowered Relationship Podcast: Your Relationship Resource And Guide
ERP 497: Become the Family CEO: Build a 'Family Bank' and Lasting Wealth — An Interview with Lavaisha Davis
Have you ever faced a family crisis only to realize that financial instability adds an overwhelming weight to an already heavy moment? Or maybe you've felt isolated as the "first" in your family to reach new professional heights, only to discover no one handed you a playbook for building true generational wealth. Financial challenges don't just shake our wallets—they can ripple through our relationships, legacies, and even our sense of security and belonging. In this episode, listeners are invited to think beyond individual wealth and step into a bold new perspective: managing your family like a th...
2025-10-07
46 min
Entrepreneurial Appetite
Your Family Is Your Wealth-Building Dream Team (You Just Don't Know It Yet): A Conversation with LaVaisha Davis
"Your family is your God given guarantee to build wealth," declares LaVaisha Davis in this illuminating conversation about transforming how we think about family finances. As founder of Ell Wess Advisors, Davis brings a revolutionary perspective to wealth building that positions family relationships at the center of financial planning rather than as an afterthought.The smallest decisions made around your dinner table today could shape your family's financial trajectory for generations. Davis reveals how she and her husband mathematically planned their first business by calculating exactly what their dream lifestyle would cost—including raising four children—and then...
2025-08-18
41 min
Vertical Momentum Resiliency Podcast 2.0
How To Become Your Own CEO With LaVaisha Davis
Join us in this compelling episode as Lavaisha Davis, Wealth Advisor and Founder at Ell Wess Advisors, invites you to become the Family CEO by building a virtual family office (VFO) to transform income into lasting legacy—no matter your current wealth level. With over 10 years of experience, she shares how she helps high-income earners plug “leaky wealth buckets,” reduce taxes, streamline financial strategy, and preserve wealth across generations through coordinated, strategic planning. Drawing from her own journey—from entrepreneurship and personal tragedy to mastering financial systems—Lavaisha redefines wealth not...
2025-08-10
37 min
Black Men Sundays
Part 2: Establish the Family CEO Mindset?
In Part 2, we speak with LaVaisha Davis, Founder and Wealth Advisor at Ell Wess Advisors. We discuss tips to keep the wealth once you are in the preservation stages. We discuss how she was able to retire her mom using the "Family CEO Mindset."
2025-07-13
26 min
Black Men Sundays
What's the Family CEO Mindset?
In Part 1, we speak with LaVaisha Davis, Founder and Wealth Advisor at Ell Wess Advisors. We discuss VFOs and how fragmented our investing is in generational wealth and she gives tips and techniques on how to treat your family as a business! This conversation runs deep as we discuss who should be the CEO, COO, and who does what in the family business with the whole point of achieving generational wealth.
2025-07-06
59 min
Money Talk With Tiff
The Critical Role of the Family CEO with LaVaisha Davis | Ep. 383
In this episode, Tiffany chats with LaVaisha Davis about the concept of the "Family CEO"—the person who leads their family financially and strategically for long-term wealth and stability. If you’re the go-to person in your family for financial decisions or planning, this episode is a must-listen!Check out the full show notes: https://moneytalkwitht.com/podcast-show-notes/stepping-up-as-the-family-ceo/What You’ll LearnWho is the Family CEO?LaVaisha explains how being a "Family CEO" goes beyond earning money—it's about setting the family vision, identifying gaps, and ensuring wealth can last for generati...
2025-07-03
15 min
The Color of Money | Transformative Conversations for Wealth Building
94. Family Is the First Business: Building Wealth Together with LaVaisha Davis
What if your family could operate like a business, not just to survive, but to build legacy wealth?In this powerful episode of The Color of Money, we’re joined by private wealth advisor LaVaisha Davis, who specializes in helping first-generation wealth creators build “fractional family offices.” These coordinated, strategic setups bring together your CPA, attorney, investment advisor, and insurance professionals to work in sync, so your financial plan is greater than the sum of its parts.LaVaisha breaks down the core pillars of wealth planning—investment, income, estate, taxes, a...
2025-05-28
42 min
YOU SHOULD GET A LICENSE
EPISODE 76: LAVAISHA DAVIS: BECOMING A WEALTH ARCHITECT
Lavaisha Davis is a Managing Partner at Ell Wess Advisors. With offices in Ohio and Georgia, she's transforming how families build and preserve generational wealth. A wife and mother of four, she began her journey with a biology background, and she built and sold several successful businesses with her husband before discovering her calling in financial services during the pandemic. Through her unique combination of analytical thinking and empathy, Lavaisha has won multiple awards as a professional and has coached many others to success. With over a decade of experience, she specializes in helping clients manage their "leaky wealth...
2025-04-28
55 min
Financially Intentional
Why Every Family Needs a Wealth Command Center - Episode 122
Send a textHave you ever heard of a family office? In today's episode, I talk with LaVaisha Davis about what that really means and how you can build one for your family—even if you're not rich. We break it down in a super simple way, so you can learn how to protect your money, plan for the future, and keep wealth growing for the next generation. LaVaisha shares her story and shows us how anyone can become their family’s CEO.About our guestLaVaisha Davis is the go-to expert on Virtually Fami...
2025-04-24
44 min
Rich Black Woman | Engaging, Empowering, and Elevating Black Women for Success
Wealth Shift: Secrets to Becoming Your Family’s CEO
Podcast Title: "Wealth Shift: Secrets to Becoming Your Family’s CEO"Show Notes Description:Ready to flip the script on outdated financial planning? Meet LaVaisha Davis—the dynamic wealth architect revolutionizing how families build, grow, and protect their legacy. From Virtually Family Offices (VFOs) to breaking cycles that fail first-gen wealth creators, LaVaisha brings bold energy and practical strategies to the table. Discover the Family CEO Mindset—a powerful approach that aligns wealth with faith, family, and long-term goals. Whether you're an entrepreneur, business owner, or looking to preserve wealth for generations, this episode delivers the bl...
2025-03-30
34 min
Amplify You
The Missing Link in Wealth Management/ Interview with Lavaisha Davis
Wealth conversations have been stuck in the same outdated loop—fragmented advice, transactional strategies, and a lack of real leadership within families. But what if there was a way to integrate estate planning, tax strategy, asset protection, and business structuring into one seamless wealth-building system? Meet LaVaisha Davis, the go-to expert on Virtually Family Offices (VFOs)—a concept that is revolutionizing how high-net-worth families, business owners, and entrepreneurs protect, grow, and transition their wealth for generations. Her approach isn't about selling financial products—it's about teaching leaders to become the Family CEO of their own financial legacy. As the...
2025-03-24
24 min
School’s Over...Now What?
Why You’re Broke The Wealth Strategy You Were NEVER Taught EP 319
Welcome back to the podcast! I’m your host, Shawnn Anthony, and today’s episode is a game-changer. We’re joined by Wealth Advisor Lavaisha Davis to break down the biggest financial myths keeping people broke and reveal what it really takes to build lasting wealth.Let’s dive in! Episode Highlights:1.Lifestyle Inflation & Financial Myths2. Balancing Present & Future Finances3. Generational Financial Burdens4. Building a Self-Sustaining Wealth System5. Exclusive Wealth-Building Strategies 📲 Follow Lavaisha Davis Instagram: www.lavaishadavis.comWebsite: www.mywealthandlegacy.com🚀 Signup for PodProMax: https://podpromax.com/
2025-03-12
33 min
School’s Over...Now What?
Why You’re Broke: The Wealth Strategy You Were NEVER Taught! EP 318
Welcome back to the podcast! I’m your host, Shawnn Anthony, and today’s episode is a game-changer. We’re joined by Wealth Advisor Lavaisha Davis to break down the biggest financial myths keeping people broke and reveal what it really takes to build lasting wealth. Let’s dive in!Episode Highlights:Lifestyle Inflation & Financial MythsBalancing Present & Future FinancesGenerational Financial BurdensBuilding a Self-Sustaining Wealth SystemExclusive Wealth-Building StrategiesFollow Lavaisha Davis📲 Instagram: @lavaishadavis🚀 Signup for PodProMax:https://podpromax.com/🎙️ Join the Podcasting Course:https://schoolsovernowwhat.thinkific.com/📖 Download “Podcast Secrets Revealed” eBook:ht...
2025-03-11
33 min
Inside The Vault with Ash Cash
ITV 173: 40% of Every Dollar Is Stolen: The Shocking Truth About Taxes and Wealth Building with LaVaisha Davis
Are you losing 40% of every dollar you earn to taxes? 🛑 In this jaw-dropping episode of Inside the Vault with Ash Cash, financial powerhouse LaVaisha Davis exposes the shocking truth about how taxes and poor planning are draining your wealth—and what you can do to stop it.LaVaisha reveals the strategies the wealthy use to protect their assets, minimize taxes, and build multi-generational wealth. From life insurance hacks to legal and tax structures, she breaks down advanced financial planning in a way that’s accessible to everyone.🔑 What You’ll Learn in This Episode:How 40% of y...
2025-01-24
1h 03
Motivated Melanin
Every Coin Counts with Financial Coach Lavaisha Davis
Join us as we go live with Lavaisha Davis who show Moms how to plan for the financial future.
2020-01-23
22 min