Shows
Mindset Mastery Moments with Dr. Alisa WhyteThink Like the 1%: The Family CEO Mindset & The Rise of the Virtual Family OfficeMost 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...
2026-02-1655 min
B.O.O.S.T. PodcastStructuring Family Like a Business to Build Wealth with LaVaisha Davis| EP166What 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....
2026-01-0818 min
Entrepreneurial AppetiteEntrepreneurial Appetite 2025 Year in ReviewEntrepreneurial 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...
2026-01-0107 min
School for Startups RadioNovember 11, 2025 - Superbold Fred Joyal and Wealth Strategist LaVaisha DavisFred 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...
2025-11-1153 min
Whiskey, Jazz and LeadershipThe 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.
2025-10-1024 min
Whiskey, Jazz and LeadershipThe 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...
2025-10-0722 min
Empowered Relationship Podcast: Your Relationship Resource And GuideERP 497: Become the Family CEO: Build a 'Family Bank' and Lasting Wealth — An Interview with Lavaisha DavisHave 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...
2025-10-0746 minEntrepreneurial AppetiteYour 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...
2025-08-1841 min
Vertical Momentum Resiliency Podcast 2.0How To Become Your Own CEO With LaVaisha DavisJoin 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...
2025-08-1037 min
Black Men SundaysPart 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."
2025-07-1326 minBlack Men SundaysWhat'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.
2025-07-0659 min
Money Talk With TiffThe Critical Role of the Family CEO with LaVaisha Davis | Ep. 383In 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...
2025-07-0315 min
The Color of Money | Transformative Conversations for Wealth Building94. Family Is the First Business: Building Wealth Together with LaVaisha DavisWhat 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...
2025-05-2842 min
YOU SHOULD GET A LICENSEEPISODE 76: LAVAISHA DAVIS: BECOMING A WEALTH ARCHITECTLavaisha 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...
2025-04-2855 min
Financially IntentionalWhy Every Family Needs a Wealth Command Center - Episode 122Send 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...
2025-04-2444 min
Rich Black Woman | Engaging, Empowering, and Elevating Black Women for SuccessWealth Shift: Secrets to Becoming Your Family’s CEOPodcast 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...
2025-03-3034 min
Amplify YouThe Missing Link in Wealth Management/ Interview with Lavaisha DavisWealth 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...
2025-03-2424 min
School’s Over...Now What?Why You’re Broke The Wealth Strategy You Were NEVER Taught EP 319Welcome 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/
2025-03-1233 minSchool’s Over...Now What?Why You’re Broke: The Wealth Strategy You Were NEVER Taught! EP 318Welcome 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...
2025-03-1133 min
Inside The Vault with Ash CashITV 173: 40% of Every Dollar Is Stolen: The Shocking Truth About Taxes and Wealth Building with LaVaisha DavisAre 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...
2025-01-241h 03
Motivated MelaninEvery Coin Counts with Financial Coach Lavaisha DavisJoin us as we go live with Lavaisha Davis who show Moms how to plan for the financial future.
2020-01-2322 min