Episode 46 | Roberta Brofman of Five Star Clinical

Alissa DeRouchie • December 23, 2024

In this insightful episode of Mastering the Numbers, host Joe Mallo sits down with Roberta Brofman, President of Five Star Clinical Solutions. Roberta shares her journey from working as a registered nurse and clinical administrator to founding her own consulting and patient advocacy business. With over seven years of experience as a clinical consultant and five years as a dedicated patient advocate, Roberta reveals how she empowers healthcare providers to achieve five-star quality ratings while transforming patient care through personalized advocacy. Her compelling story of navigating the challenges of healthcare, sparked by a personal family crisis, highlights the importance of expertise, compassion, and collaboration in making life-changing impacts. 


Tune in to discover actionable insights on balancing professional growth with personal well-being, staying ahead in a competitive landscape, and leveraging networks to create meaningful change in healthcare. Whether you're a professional seeking inspiration or a patient advocate looking to make a difference, this episode delivers invaluable lessons and tips. Don’t forget to subscribe to Mastering the Numbers for more stories that fuel your financial and professional success! 

Episode 71 | Gregg Rall of Quest Financial and Insurance Services

By Joe Mallo • June 18, 2025
From chef to insurance entrepreneur, Gregg Rall shares his extraordinary journey, revealing how grit, adaptability, and a passion for growth shaped his thriving business, Quest Financial and Insurance Services. Join host Joe Mallo as he sits down with Gregg to discuss: Transitioning from the culinary world to owning an insurance agency. The role of grit in overcoming challenges as an entrepreneur. Balancing personal life, professional growth, and building a thriving business. How technology, including AI, is transforming the insurance industry. Practical advice for business owners navigating their own entrepreneurial path. Gregg's inspiring story is packed with lessons for professionals across all industries. If you're looking for motivation, guidance, or insight into balancing ambition with purpose, this episode is a must-listen. Tune in now, and don’t forget to hit subscribe for more stories from inspiring entrepreneurs!

Episode 70 | Elisha Herrmann of What’s in the Portfolio

By Joe Mallo • June 11, 2025
On this episode of Mastering the Numbers , Joe Mallo interviews Elisha Herrmann, an inspiring entrepreneur and founder of What’s in the Portfolio . Elisha dives into challenges of building multiple businesses, shares invaluable lessons learned along the way, and emphasizes the importance of mentorship and collaboration in entrepreneurship. If you’re ready to learn about responsible AI, navigating regulations, and creating opportunities for wealth building, this episode is for you. Tune in to discover how Elisha approaches business, leadership, and finding balance across multiple ventures. Key topics discussed Welcome and introduction with Elisha Herrmann Insights into What’s in the Portfolio Tackling business challenges Top advice for aspiring entrepreneurs 🎧 Subscribe for more inspiring stories and expert insights from business leaders! Hit the subscribe button, give us a like, and share your favorite takeaway in the comments below! 💬 We want to hear from you! What’s your biggest takeaway from today’s episode? Drop it in the comments below and join the conversation. Don’t forget to like, share, and subscribe for more episodes of Mastering the Numbers !
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