Join John McDonough, Senior Managing Director of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.
The Gottlieb Organization
IDF Platforms
Tony Steuer
Cathy Curtis, CFP
JT Financial Group
Ameritas Life Insurance Corp.
Reuben Bergola
NFP
Dan Doran
Stathis Partners, LLC.
WIFS
Penn Mutual
Newton One, LLC
Synergy Life Brokerage
The Institute of Advanced Financial Planners | David Miller
Michael Tory
Schechter
cedrive
Rob Schulz
Bryan Orr
Alan Moore and Michael Kitces
Jay Tompkins
Scott Hanson
Broc Buckles and Peter Ciravolo
Gabe Nelson, CFP®
Cindy Brown
Dominique Henderson, CFP®
SYMO interactive
tru Independence
Justin Bennett
For Entrepreneurs, Financial Advisors & Accountants
The Targeted Strategies Group
Momentum Media
Gary Heldt
David Chudyk, CFP(r)
Peachie Thompson
SLA Financial Solutions
Kim Butler and Tammi Brannan
NJ Staffing Podcast
CWB Wealth Management
For Advisors
Investment Planning Counsel
CSLA Board of Standards
Cooper Lewis at Highland Capital Brokerage
Phoenix Group
GFirst LEP and Sophia Franklin
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Caleb Brown
Homer Smith
Financial Planning
Kate Holmes
womenworkinginwealth
Brett Fellows, CFP®
Jacqueline Lockie
Financial Planning Association
Caprice Gibson
Charlie Van Derven
Hartford Funds
Morrie W. Reiff
Global Atlantic Financial Group
Peak Trust Company
SmackSound
LifeYield
Cambridge
Michael Kitces
Christopher Scheimer
Paul G. McManus
John Brown
John Hancock Insurance
Momentum Media
Elliot Bassett & Ryan Brott
Hari Luker
...For Advisors
Speakeasy Podcast Network
Investment Quorum
The Pinnacle Group
Dickerson Insurance Services
None
Utterly Financial
Momentum Media
Stathis Partners, LLC.
Alliance of Comprehensive Planners (ACP)
Customplan Financial Advisors Inc.
Laura Gregg and David Partain
Private Vista
Francois du Toit
KLO Financial Services
Jamaal W. Stafford
WISE (Women In Subsea Engineering)
rmittel
UBS advisor podcasts
Jim Stackpool - Founder Certainty Advice Group
The Legal Director
Succession Link
Castine LLC / Robin Hodgkins
Frank Congilose
Brian Kasal
Daniel Kopp, Forrest Baumhover
Jason Pereira