George Evans: Good morning everyone and I want to welcome you to our 49th episode In Conversation with Convergence. As many of you know this is a monthly podcast where we feature interesting people in the industry interesting people that touch the industry. And I had a great chance to meet one of those people a young lady here named Marisa Messana. And Marisa is the founder of Marigold Elite Partners. And Marisa, I just want to welcome you to the we're almost over four years of podcast. And I want to say thanks for joining me today.
Marisa Messana: Absolutely. Thank you, George. Thanks for having me on.
George Evans: Yep. So, Marisa, you have a really interesting background and not like our normal guest and I thought maybe you could talk to people a little bit about you know your background. I know you know there's one big word in that called golf, right? And but talk to everybody a little bit about you know college professional golf a little bit your pedigree and history and then we and how then we'll get into how you translate that into Marigold.
Marisa Messana: Sure. Thank you. So to give you some background I played golf at Clemson University where I was on their team for 4 years competing and we even made it to the national championship at one point. I believe it was my junior season which was pretty special. And actually I mention that story in particular because that event in itself was even a pretty defining moment in my career. Because we were at the national championship you know receiving the Elite 90 award which was given to the student athlete at the national championship that also had the highest GPA. So you know it seemed to be the pinnacle of success athletically and academically. And I'm going to accept this trophy. And I realized that my internal world didn't necessarily match the external success that I saw on the outside. So that was a really defining moment for me as a student athlete to try to figure out, okay, how can I be as proud of myself internally as I looked externally. And I think that's a really common theme that a lot of high performers see is on the outside. It looks like we have it all together, but maybe we don't have the systems and processes in place internally in order to sustain that level of high performance. And I knew that my next step was going to be to play golf professionally. And you know, like they say, new levels, new devils. So, I know it was even going to get more challenging and more challenging as I were to continue through my career. So that was the point where I really started implementing all of these systems and processes which lo and behold I then ended up turning pro after I finished my masters at Clemson University and continue to build in my professional career.
George Evans: Yeah. So you played on some of the tours, right? The
Marisa Messana: Yes.
George Evans: I know there's a lot of golfers that watch me. So let's just spend a minute those tours just so we can educate people on what you did.
Marisa Messana: Sure. So typically after you graduate from college or really at any point you go to Q School and so Q School is qualifying school in order to determine how much status you have to compete on the LPGA. So I made it through the second stage of qualifying school and I was competing on the Epson Tour for I guess it was maybe about 3 years. We had COVID coming in so that kind of threw a little monkey wrench in it, right? So yeah I was competing full-time across the country. I mean there were weeks where I was in eight different cities in eight consecutive weeks touring and competing by myself, right? I mean it's a pretty crazy industry that you know now I think of it I was 20-some years old traveling all over the world and clearly had countless lessons to learn from those challenges and triumphs that you experiencing working to be the best in class as a golfer.
George Evans: Yeah. So then all of a sudden the light bulb goes off, right? And decided to launch a new business, right? And so tell everybody about Marigold Elite really kind of before you tell us what it is, tell a little bit about just how the idea, what made you think about pursuing and launching a new business. You know, we did the same when you and I spent some time last fall, you know, we did the same here at Convergence about 12 years ago, right? So we are not a new company anymore but and sure too right but talk a little bit about just kind of the idea what you wanted to do and then how that translated into launching Marigold and then and then maybe let's talk about let's talk about Marigold Elite Partners in a little detail.
Marisa Messana: Yeah, thanks. So I mean really what happened was that I sat down and was pretty honest with myself. It was kind of a check-in with my career when I was competing professionally. And I thought about, you know, is this the lifestyle that I want to continue to live for x amount of years. And once I really got quiet and created that vision of what my life looked like, I realized that I really wasn't on track for that if I were to continue to compete playing golf professionally. And so at that time I actually had an opportunity from Sports Illustrated where they had reached out and asked for me to launch a channel on their website producing golf content. And so I said, "Okay, I don't think that's my true north of being a sports broadcaster, but this is probably the best next step for me to take in order to diversify some other skills that I always knew that I had and other interests that I wanted to tap into, but realistically I wasn't able to do that when I was competing. So I launched the channel on Sports Illustrated and lo and behold, through that channel is where I started getting inquiries from companies that wanted me to come in and teach their executives how to play golf and develop relationships on the golf course. So that was really the genesis of the business that I'm running today through Marigold Elite Partners where now I'm traveling all over the country and I'm helping my clients develop relationships with their top clients, prospects, and whoever it is that they need to engage with through my golf programs.
George Evans: Yep. Yep. And you're based in Florida, right? If I have that right.
Marisa Messana: Right. I am. That's right.
George Evans: Nice part of the world. And so talk about the pillars, right? The focus of your right. I mean the headlines, you know, building relationships and doing things like, you know, you how do you know, how do you translate golf to, you know, high performance in the corporate world, right? But talk a little bit about if somebody was to look at your business, what's the focus? What are the pillars that kind of make Marigold run?
Marisa Messana: Yeah, sure. So, I mean, like you said, the through line is always developing relationships and then there's kind of two verticals that we can take that. So, the first would be in the context of business development and then we're bringing out your top clients, prospects, whoever it may need to engage through golf. But what I've learned is okay, as we're developing relationships, we could also touch on some really important characteristics of top performers. And that's where I can come in and help facilitate these conversations and also share strategies that I implemented when I was a top performer on tour that directly translate to being a top performer in any industry. And so those three pillars are physical optimization, mental resilience, and emotional intelligence. And those are foundational pillars that I've found if you have systems in place in all three of those pillars, then you can really catapult your success from where you may be held back in the current state.
George Evans: Yep. And it's probably those three pillars are probably not how most people think, right? So right would be my guess. Talk about them in a little detail, right? Each one of them, [unclear] audience understand them.
Marisa Messana: Yeah. So physical optimization is what I use to describe your energy levels, right? How are you managing your energy throughout the course of the day? Are you showing up feeling tired and sluggish all the time or are you energized and ready to go? I mean, I think often times we experience that 2 p.m. Slump, right? But there's systems and tactics that we can implement in order to naturally expedite your energy levels and actually improve that over the course of the day. And so there's small things that I consider now my non-negotiables that I'm very mindful of implementing throughout the course of the day that make sure that I'm staying on task and make sure that I'm focused and staying sharp regardless of all of the things that we may be doing. I mean often times people are traveling that's really hard on your body and your energy. So how can we implement the proper hydration, the proper food, sleep habits in order to improve the quality of your sleep? You know, getting a proper sun exposure that helps improve your energy throughout the course of the day that most people just aren't even aware of these things that you can do instead of medicating or instead of doing things that really aren't necessary if you take care of these foundational tactics.
George Evans: Yeah. And then so that so that's the physical. So what would be the next one?
Marisa Messana: So mental resilience. So that's what I found is a common denominator of top performers. And I mean especially right now within the financial services, right? There's a ton of volatility, uncertainty, adversity. You know, we're in really turbulent times. And whether that's in any industry, we're all experiencing this. And there are so many strategies that I implemented through what I call my mental gym, right? Because you go to the muscle, you go to the gym to build your muscles physically, but what are you doing to build the muscles in your mind when you're inevitably going to experience these hardships throughout the course of your career? So, I have tons of exercises that I implement depending on the seasons that I'm experiencing and the challenges that I'm experiencing in order to stay resilient and be able to still be a top performer regardless of what comes your way.
George Evans: Yeah. Okay. And then number three,
Marisa Messana: so the third one is emotional intelligence. And so I define emotional intelligence as the combination of self-awareness, which we're building through our mental gym, and the state of your relationship with those that you're closest to. So that could be your business partner, that could be your team at work. That could even be your family and the relationships in your personal life, right? And how do you have systems in place in order to be great communicators? That's so important regardless of the context of these relationships in order for you to have emotionally intelligent teams both you know in the corporate setting as well as the personal context as well.
George Evans: Yeah. Now think about so I sit here and listen to one two and three and then I say okay you know I'm your typical corporate guy corporate executive been in the industry 40 years right? How do people how do you get people you know, it's one thing to be out on the golf course and building relationships while you're out there, top clients, but how do you get the typical corporation to think about those three pillars? Maybe I don't know if you've got use cases. I don't know if you got some examples that you for us because you know it's a financial services of all industries is kind of a show me type right sounds good but show me and can you talk a little bit about some examples or case studies or use cases or clients you have and maybe a few of them would be interesting just to you know get our audience is familiar with how you how you were able to bridge that conversation with kind of kind of real world kind of change that maybe people had to make.
Marisa Messana: Yeah, totally. So, I mean what I found is that going on to the golf course is just the perfect platform of breaking down those barriers that sometimes we may be experiencing when having these types of conversations. So I always like to start the program on the golf course and if they are avid golfers then we'll go out onto the golf course and play a full round of 18 holes and then after we'll transition into the high performance content. So where we may where we met at Apex and is an example of one of my programs that I call the golf and growth program. So in that context we're going out onto the golf course. We're playing 18 holes. I'm playing three to six holes with each group depending on the side of size of the group and then we're transitioning into the keynote where I'm sharing all of these strategies on a high level to the large group that's in the room. Yeah. Another program that I really love and this is probably my favorite program is range tips and talks. And so in that program what we're doing is we're going on to the golf course and this could be great even if we don't have avid golfers that we could have a golfer that has never played golf before, right? And we'll just go to the range for an hour while I'll provide golf instruction and then we'll transition to the roundtable discussions where I'm helping facilitate conversations on these topics where sometimes I'm sharing stories of the trials and triumphs that I've experienced which again kind of lowers that barrier of entry and opens up the conversations for other people to share something that they're maybe struggling with and what are those challenges that they're experiencing right now and how can we create solutions collectively in order to break through and that in itself is really powerful because you know shared struggle really creates deeper relationships and so that's how I'm able to build more meaningful relationships through the meaningful conversation that we're having over these topics.
George Evans: Yeah. What how has so how old is Marigold now?
Marisa Messana: So I think it's been almost three years. Yeah. Two and a half years since I've officially made the transition.
George Evans: Yeah. So how tell me how your business has changed has changed. Let's look back to look with you a little bit, right? What know from day one to if you're three years, you know, day thousand, right? Let's just say how has the kind of changed? What how have you changed? How you know, how has the curriculum, for lack of a better term, changed? Right. I'm curious how it's evolved so far.
Marisa Messana: Yeah, I mean absolutely. So, when I first transitioned out, it was definitely heavy on golf content. And again, because I had that channel on Sports Illustrated where I was producing golf instruction, I was getting inquiries for golf instruction. So, I was going out onto the golf course and engaging with these clients. I'm instructing them. I'm storytelling. I'm competing against them. You know, whatever it is, you read the room and you kind of adapt. As well as doing lessons on the range. However, I knew I didn't want to be a golf instructor, right? And I found that through the conversations that I was having behind the scenes on the golf course, all the challenges that I experienced again as a top performer were the same challenges that these executives are experiencing in their own industry. So that's where I realized, okay, I would love to develop the high performance curriculum in order for me to come in and share all the solutions that I created throughout the course of my career in order to help these executives in a more holistic way in addition to golf. So that's when I combined both the golf and the growth component over the course of that next year and created that program.
George Evans: Yep. And then have you found and you don't focus just on financial services, right? You're pretty broad in terms of the industries, right?
Marisa Messana: Oh yeah.
George Evans: What's the outlook as you look forward you know so you've kind of evolved. You've kind of called some audibles, right? And made right what you know as you start to look at the second half of 25 and into 26 and where you know and I we don't want your secret sauce right but out there right but where do you think you might take this business right what how are you about where the business could go
Marisa Messana: yeah totally I'm happy to share and again to give you some more context I would say last year I had a lot of inquiries for keynotes And so that was where I was coming in and I'm sharing these strategies with the audience and where I see everything transitioning is more into an interactive program. So before again we're golfing I'm sharing the strategies but over the course of this year instead of me just delivering and talking to the audience I would rather it be more of an integrated approach where I'm interacting with everybody in a workshop format. So, not only am I sharing these strategies, but we're also we're also workshopping collectively on what solutions we're going to create that are best for those in the room as well as facilitating those roundtable discussions. So now I'm actually coming in as an extension of my client's team where let's give an example. Let's say it's an investment firm. Okay, so these GPs are raising capital. They need to have continued touch points with their LPs, but they have limited time like us all, right? And we need to stay in our zone of genius. So they can kind of delegate the developing relationships component to me as an extension of their team where we're doing bimonthly programs or quarterly programs where I'm helping them develop meaningful relationships through these roundtable discussions where again we can start out on the golf course have a fun time create a memorable experience but then also really create those meaningful conversations and relationships through those roundtable discussions. So oftent times as high performers, we like getting better, right? We like talking about what are the newest trends, what is it that we can create and improve, but now we're doing it continually in the context of these forums. And I'm almost creating a community for my clients, of their clients. And so now they're even compounding you know, their value because not only are they developing one-on-one relationships within their team, but they're also facilitating community and relationships within their community.
George Evans: That's super valuable. You know, they're introducing their clients to another rockstar client. It just continues to compound and build
Marisa Messana: and I see a huge opportunity. I mean, especially with AI, right? I mean, this is [unclear] of all the things that we're delegating, all the tasks that we're no longer going to need to do. But what's one thing that AI can't replace? It's human connection. So this is our human advantage and this is where we need to lean in and really figure this out now. And use this as an advantage and realize that by creating human connection we can actually come out stronger and on top of this systemic change that we're experiencing.
George Evans: Yeah. You know it's an interesting point about AI. We've been at we're a data and analytics company right convergence. We haven't had AI for about six years, right? And it's not this new thing, although it's evolving. But you know what we realized early on is and you make the point and we I'll make it in a little different way, but it's kind of the same point. The AI is no good without the subject matter expertise, right?
Marisa Messana: Right.
George Evans: The personal side of it and the and the human side of the expertise on the subject is what guides AI. It's what, you know, is defines what AI looks at defines what AI the AI output right and without that you don't really have that how have you found you know the other thought I had is you know you've gone from keynote to maybe now maybe workshop the and maybe you're doing this but the other thought I had when because I've been you know I worked for a lot of pretty big firms and we had all kinds of outside firms come in and look culture and performance and you know right but the ongoing monitoring of change too right so it's one thing to come in and deliver the goods in a keynote right then you okay then you do your workshop but are you all do you also is your model that maybe 3 months later you're coming back to them or nine months later you're coming back to them and kind of measuring what's changed and then acting on that is that your
Marisa Messana: Yes. Yeah. Absolutely. I mean I even work one-to-one. So in that context what I do and that's actually the second vertical that I realized I didn't touch on. The second vertical is that I'm doing this in the context of internal leadership development. So I'm coming in and I'm facilitating this program where I'm sharing all of the overarching strategy during our internal leadership team offsite which serves as the kickoff to become familiar with these new systems. And then I'm working one-on-one with each executive to really implement all of these systems and help support them and hold them accountable to actually integrating this within their workplace. So this is huge, right? Cuz everyone gets all excited the first day. Oh, this sounds great, but are they actually integrating this over the course of 6 weeks, over the course of 6 months, and do we have a feedback loop in place to make sure that they're actually improving their performance? So absolutely, I love that model when we're leaning in more again as an extension of their team almost acting as their performance partner to hold them accountable and support them in order to improve their performance.
George Evans: Yeah. I mean, you know, an often used term is ROI, right? The right executive
Marisa Messana: Totally, right? And they want to be able to measure that and
George Evans: Right. So I mean I think as you as that model you know continues to mature I think that's going to be the greatest thing you have to offer out there is kind of the change management right that you to bring to these high performing people and so I think it sounds great all right so as we wrap up I've learned after 49 episodes listeners have about a 20 minute attention.
Marisa Messana: Yes.
George Evans: So I try to go around there. Anything else you didn't talk about that you want to or that I didn't ask? I just I mean just your, you know, just your last few comments about your business and how you're thinking about the world right now.
Marisa Messana: Yeah. I think that really what it comes down to is it's a long game approach and I think that there really is no quick fix here, right? So, I'm just super eager to lock arms with those that are really driven to actually invest in their internal performance in order to externally catapult their external success. So I think that's what I would kind of leave the audience with is really think about are you ready for making this transformation and you know whether you're working with me or whether it's anyone else of just being honest with yourself of realizing that you know there's no shortcuts to becoming a champion and really just integrating these systems and getting honest with yourself about you know what are you ready to invest in and there can be crazy transformational results if you commit to that process and play the long game. So, I encourage everybody to lean in and really see the improvements that you can make.
George Evans: Yeah. I mean, I like the long game because I think it's, you know, it's the oldest saying in the world, you know, kind of what is what you get out of it, right? And very true. So, listen, it was great to see you and great to talk with you. I'm excited for you and your business and you know obviously when we met I thought I was very impressed with what you had to say and here we later having you on so I'm very happy you made time for this and you know and it's you know I wish you just continued success.
Marisa Messana: Thank you so much George. I appreciate that. It's always a great chat. So thank you for having me on.
George Evans: All right, sounds good.