Influential Entrepreneurs with Mike Saunders, MBA: Recent Episodes
Mike Saunders, MBA
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
Michael Clementi is an advisor development consultant at Simplicity Group. Over the course of his 8 years in the financial services industry he has built meaningful relationships with advisors across the country while supporting and growing their practices. Clementi offers immense support to the advisors he works with through his deep understanding of building effective financial strategies to achieve clients’ long term goals. Additionally, he provides instrumental value in their continued growth by keeping them up to date and educated on the latest industry trends.
Learn More: https://www.simplicitygroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-clementi-advisor-development-consultant-with-simplicity-group
With nearly 40 years in tax and wealth management, Mark Miller helps business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth. As a best-selling author, his book Hilton Wealth: How to Invest Like an American Dynasty reveals the investment and tax strategies used by Fortune 500 firms and the Hilton family.
Featured in over 200 major publications, including Kiplinger’s, The New York Times, and Money Magazine, Mark has also appeared as a financial expert on Fox News and national media. Recognized as a Presidential Businessman of the Year, he received a personal commendation from President George W. Bush.
Miller is the Managing Director of the Hilton Family office and CEO of Hilton Tax and Wealth Advisors, partnered with J. Bradley Hilton , the grandson of the legendary Hotelier Conrad Hilton. Via their Hilton TruWealth Portfolios™, Mark empowers clients with Smart Money level wealth-building strategies, ensuring financial security and lasting legacies. Hilton’s mission is to help clients invest and grow wealth like an American Dynasty
Learn More: https://www.hiltonwealth.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-miller-president-and-ceo-of-hilton-wealth
Chris Hudspeth is on a mission to bring the Pension back! Author of The 21st Century Pension and host of the Money By Chris Podcast, Chris shows people how to roll their 401(k) into passive income for retirement with honesty, clarity, and zero financial jargon.
Learn more: https://www.retrieverfinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-hudspeth-founder-of-retriever-financial
Kevin Nuber started with an IMO / FMO called LifePro Financial Services in 2004 where he worked for 20 years and helped the company build, scale, and ultimately capitalize the business. As a stock holder, he was able to experience the problems a business faces and what it was like to ultimately capitalize. Now Kevin partners with financial advisors who want to stop being product sales people and instead want to become confident business owners and build a business bigger than just themselves.
Learn More: https://www.kevinnuber.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-nuber-financial-advisor-development-consultant-with-simplicity
At Miller Wealth Planning, we provide Doctors, business owners and other high-net-worth individuals a comprehensive, bulletproof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk, lawsuit risk, and loss of income risk, among others. Your freedom from worry is our objective.
Rick credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner and Investment Advisor Representative.
Rick has Master’s degrees in English and Counseling along with broad experience in business creation, real estate investing and more.
Learn more: https://www.thecaregapsolution.com/
The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-miller-founder-of-miller-wealth-planning-discussing-protecting-the-surviving-spouse-in-retirement
For nearly three decades, He has helped Southern California families plan for complex financial goals — building retirement income, protecting what they’ve earned, managing taxes, and passing on what matters to the people they love.
Since 1997, Jon has worked with hundreds of individuals, families, and business owners to build and execute comprehensive retirement income plans. I’ve guided clients through two major economic downturns, and those experiences shaped the cornerstone of my practice: preserving capital comes first. Growth matters, but in retirement, what you keep matters more.
His approach is holistic. He looks at the financial house from every angle — wealth management, retirement income, tax planning, Medicare and IRMAA exposure, Social Security timing, and legacy — because these pieces don’t work in isolation, and neither should your plan. Trust review and trust planning are a core part of that work: he regularly helps families make sure their trusts still reflect their wishes, their assets, and current law — not the circumstances of a decade ago. And as an IRMAA Certified Planner, Jon pays particular attention to a cost most retirees never see coming: Medicare premium surcharges that can quietly drain tens of thousands from a retirement over time.
Jon is a graduate of UCLA and began his career at Morgan Stanley Dean Witter, followed by Citi Personal Wealth Management and NettWorth Financial Group, before founding his own firm. That path — from Wall Street institutions to independent practice — was deliberate. Independence means his recommendations answer to people’s goals, not a product shelf.
Away from the office, Jon is a husband and father of three. His wife, an attorney, and I built our family the same way he helps clients build their retirements: with hard work, discipline, and a long view. Watching their kids grow into their own success is a daily reminder of why this work matters — a well-built plan isn’t just about them. It’s about everyone who comes after them.
Whether they’re just beginning to think about retirement or need a second opinion on an existing plan, He’ll take the time to understand their unique situation and give them straight answers.
Jon L. Bowles is an investment adviser representative with Secure Investment Management and holds California Insurance License #0C88392.
Learn more: http://www.jlbfinanciallegacyplanning.com/
Secure Investment Management, LLC (“SIM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Our Form ADV disclosure documents are available upon request or on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jon-bowles-founder-of-jlb-financial
David DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the largest registered investment advisors in the country crack the organic growth problem, coaching 250+ firms on client acquisition, personal branding, marketing funnels, and the referral systems that separate billion-dollar producers from everyone else.
Learn More: https://www.wealthreach.ai
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach
A top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person.
He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.
What Tracy Brings to the Table
✦ Actively producing an expert. Not just theory.
✦ Creator of AG Simulator and AG Academy
✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more
✦ Knowledge-Based Sales Practice
✦ Virtual and in-person sales experience across all markets
✦ Known for an educational, client-first approach
God first.
Father of 3 boys.
Husband to wife Elizabeth. Been together 13 years.
Learn more: http://www.theannuitygiants.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants
Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.
Learn more: http://www.877VIPQuote.com
Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety
Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.
Learn more: http://www.877VIPQuote.com
Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor
Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.
Learn more: http://www.877VIPQuote.com
Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options
https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.
Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.
Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.
Learn more: https://safemoney123.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.
Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.
Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.
Learn more: https://safemoney123.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.
Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.
Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.
Learn more: https://safemoney123.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.
Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.
After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.
This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.
Learn more: https://mywealth4life.com
Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.
Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.
After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.
This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.
Learn more: https://mywealth4life.com
Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.
Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.
After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.
This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.
Learn more: https://mywealth4life.com
Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle
Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.
A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.
Learn more: http://www.edelmanwealthmanagement.com/
1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.
2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business
Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.
Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.
Learn more: https://pmvfinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning
Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.
Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.
Learn more: https://pmvfinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care
Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.
Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.
Learn more: https://pmvfinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income
Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He’s also passionate about motorcycles and regularly attends local biking events and live music venues.
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.
Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.
Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He’s also passionate about motorcycles and regularly attends local biking events and live music venues.
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.
Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income
Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. is decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He’s also passionate about motorcycles and regularly attends local biking events and live music venues.
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-how-life-insurance-fits-into-retirement
Kevin has been trading for 15 years now. He has worked in consulting and as an analyst. Currently, he is the managing partner of Stockta.com and also works for Global One Media. We’re trying to give Main Street access to sophisticated algorithms to give them a better chance to compete against Wall Street.
Learn more: https://www.stockta.com/
The content presented on StockTA is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other professional advice. Nothing on this platform or in its accompanying materials constitutes a recommendation, endorsement, solicitation, or offer to buy or sell any securities or to pursue any investment strategy. Viewer discretion is advised, as investments and trading activities — particularly in volatile or speculative markets — carry a high degree of risk and may result in the loss of your entire investment. You should never invest money you cannot afford to lose and are strongly encouraged to conduct your own independent research and consult with a licensed financial professional before making any investment decisions. StockTA is part of Global One Media Group Pte. Ltd. (https://globalonemedia.com), a Singapore-based company specializing in content creation, digital media, and investor-focused communications. Global One Media may receive compensation from companies or partners featured on this platform in connection with media production, corporate communications, digital distribution, and investor awareness efforts. Such compensation may be provided in cash or in securities, including shares, options, or warrants. The views and opinions expressed on StockTA belong solely to the individuals or entities providing them and do not necessarily reflect the views of StockTA or Global One Media. Global One Media, its directors, employees, contractors, or affiliates may hold, buy, or sell securities of companies discussed on StockTA at any time. They are under no obligation to disclose or update their holdings, and viewers should assume that Global One Media and its affiliates may have a financial interest in the companies mentioned. While reasonable efforts are made to ensure that the information shared on StockTA is accurate and current, no guarantee is made as to its completeness, reliability, or suitability. The content may include forward-looking statements that involve assumptions, risks, and uncertainties that could cause actual results to differ materially from expectations. StockTA and Global One Media are not registered as securities broker-dealers, investment advisers, or accountants in any jurisdiction and do not provide personalized investment recommendations, suitability assessments, or financial planning services. By using this platform or watching its content, you acknowledge and agree that Global One Media operates under the laws of Singapore and that you are responsible for complying with the laws of your own jurisdiction. Global One Media disclaims all liability for any direct or consequential loss arising from reliance on any information presented on StockTA.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-steuer-managing-partner-with-stock-ta
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.
Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.
Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.
Learn more: https://safemoney123.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-tax-free-wealth-creation
Laurene didn’t take the traditional path into financial planning. She took the real one.
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.
She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.
So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.
That’s exactly what she does now.
For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.
Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.
Laurene asks hard questions. She holds her clients accountable. And she shows up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.
Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.
Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.
Learn more: https://www.yourwealthrefined.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-risks-in-retirement
Laurene didn’t take the traditional path into financial planning. She took the real one.
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.
She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.
So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.
That’s exactly what she does now.
For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.
Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.
Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.
Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.
Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.
Learn more: https://www.yourwealthrefined.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-how-life-insurance-fits-into-retirement
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.
Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.
Learn more: http://www.ifaonline.org
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-overcoming-financial-fears
Laurene didn’t take the traditional path into financial planning. She took the real one.
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.
She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.
So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.
That’s exactly what she does now.
For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.
Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.
Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.
Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.
Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.
Learn more: https://www.yourwealthrefined.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-guaranteed-income-in-retirement
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.
Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-building-a-legacy-beyond-wealth
This episode features Dr. Jeffrey N. Shebovsky announcing the opening of the ReliefNow® Disc · Joint · Nerve Hamlin flagship location, bringing a structured, non-surgical approach to treating disc, joint, and nerve conditions to Central Florida.
With more than three decades of clinical experience, Dr. Shebovsky explains why this new center represents a shift away from fragmented, symptom-based care and toward a focused, condition-specific treatment model designed to reduce inflammation, accelerate healing, and restore function.
The discussion outlines how combining laser therapy, spinal decompression, and personalized care protocols can help patients avoid medications and surgery while addressing the underlying causes of pain.
What You’ll Learn
-
Why the new Hamlin location was developed as a flagship Disc · Joint · Nerve center
-
The difference between treating symptoms vs. addressing root causes
-
How laser therapy supports healing at the cellular level
-
Why spinal decompression is used for disc-related conditions
-
What types of patients benefit most from non-surgical treatment approaches
-
What to expect during an initial consultation and treatment plan
Key Topics Covered
- Chronic back and disc pain
- Joint degeneration and inflammation
- Neuropathy and nerve-related conditions
- Non-drug, non-surgical treatment pathways
- Personalized care vs. standardized treatment models
About Dr. Jeffrey N. Shebovsky
Dr. Jeffrey N. Shebovsky is a chiropractor with more than 30 years of experience in non-surgical pain management. Since 1994, he has helped patients find relief through conservative, personalized care programs.
As part of the ReliefNow® network, his focus is on developing treatment plans that address disc, joint, and nerve conditions using advanced technologies and integrated care strategies.
Location & Contact
ReliefNow® Disc · Joint · Nerve – Hamlin
Horizon West / Orlando, Florida
407-706-4944
Patients experiencing ongoing pain who are looking for alternatives to medication or surgery can schedule a consultation to determine whether they are a candidate for treatment at the new Hamlin flagship location.
The Optimal Health Show
https://businessinnovatorsradio.com/optimal-health-show/
Source: https://businessinnovatorsradio.com/grand-opening-a-new-reliefnow-disc-·-joint-·-nerve-flagship-launches-in-hamlin
Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.
Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-tax-savings-strategies-for-long-term-wealth
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.
Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.
Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.
Learn More: https://www.fourthquarteradvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-3-retirement-strategies-nobody-talks-about
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.
Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.
Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.
Learn More: https://www.fourthquarteradvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-annuities-reimagined
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.
Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.
Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.
Learn More: https://www.fourthquarteradvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-the-retirement-triangle
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.
Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.
Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.
Learn More: https://www.fourthquarteradvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-social-security-as-an-investment
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.
Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.
Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.
Learn More: https://www.fourthquarteradvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-invisible-money
Carlos Lopez believes that financial clarity is a right, not a privilege. Before entering the financial world, Carlos spent eight years as a university professor, a chapter of his life that defined his approach to wealth management: education first.
His transition into financial planning was born from a deeply personal mission. After witnessing his own parents lose their security to a predatory advisor, Carlos realized his true calling. He traded the lecture hall for the planning table, dedicating his career to ensuring no other family would have to experience that same sense of vulnerability.
Today, Carlos and his senior partner, Marc Hernandez, lead a firm dedicated to serving the underserved. Carlos uses his background in teaching to break down complex financial concepts into clear, empowering strategies, ensuring every client truly understands where their money is going.
For Carlos, “service” is more than a buzzword—it is a proactive commitment. He works tirelessly to keep his clients’ goals on track, providing the constant guidance and honest protection necessary to help them reach true financial independence.
Learn more: https://www.mahfinancial.biz/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-carlos-lopez-sr-advisor-with-mah-financial-services-discussing-serving-the-underserved
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.
Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.
Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.
Learn More: https://www.fourthquarteradvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-medicare-decoded
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.
Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.
Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.
Learn More: https://www.fourthquarteradvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-why-retirement-is-not-what-you-think
At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.
Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.
Rick has Master’s degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.
Learn more: http://millerwealthplanning.com
The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management
At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.
Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.
Rick has a Master’s degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.
Learn more: http://millerwealthplanning.com
The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa
At Miller Wealth Planning, we provide Doctors, business owners and other high net worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.
Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.
Rick has Master’s degrees in English and Counseling along with broad experience in business creation, real estate investing and more.
Learn more: http://millerwealthplanning.com
The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk
David Denning is the co-founder of Jumpstart Go, along with his wife and partner, Elle. They help insurance agents and agencies build a predictable pipeline without buying leads or cold calling. Their strategies focus on practical organic social media marketing, referral partner systems, and simple processes that turn content into conversations and conversations into clients. David and his team have worked with more than 1,000 agents across all lines of insurance, and they lead a Facebook group of more than 36,000 insurance professionals called “Marketing for Insurance Agents”. Their frameworks have helped agents take control of their own marketing & lead generation to scale more profitable and have fun being authentic at the same time. David loves enjoying every moment of life and enjoys pickleball, mixology, and traveling/working around the world with Elle.
Learn more: https://jumpstartgonow.com/action-call/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-denning-co-founder-of-jumpstart-go
Integrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you’re starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow your assets in an ever-changing economy. By leveraging data-driven insights and a client-first approach, we help people cut through the noise to achieve long-term stability. At MAH Financial, your success is our primary benchmark.
Learn more: http://mahfinancial.biz/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.
Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-risk-tolerance-in-retirement
ntegrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you’re starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow your assets in an ever-changing economy. By leveraging data-driven insights and a client-first approach, we help people cut through the noise to achieve long-term stability. At MAH Financial, your success is our primary benchmark.
Learn more: http://mahfinancial.biz/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.
Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-determining-if-an-annuity-is-outdated
Integrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you’re starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow your assets in an ever-changing economy. By leveraging data-driven insights and a client-first approach, we help people cut through the noise to achieve long-term stability. At MAH Financial, your success is our primary benchmark.
Learn more: http://mahfinancial.biz/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.
Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-how-ai-displacements-may-impact-retirement
Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, advisor support, and client strategy.
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.
In today’s IMO world, support often comes after they’ve already proven themselves. Empire was built to change that.
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-scaling-to-8-figure-annuity-production-without-burning-out
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice.Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-building-a-family-centered-high-performance-advisor-community
Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, advisor support, and client strategy.
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.
In today’s IMO world, support often comes after they’ve already proven themselves. Empire was built to change that.
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert
Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he built a strong foundation in product knowledge, advisor support, and client strategy.
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.
In today’s IMO world, support often comes after they’ve already proven themselves. Empire was built to change that.
Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.
He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.
Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.
Learn more: http://www.empiremps.com/
Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos
Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.
Learn more: https://edwardsinvestments.com/
Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-discussing-the-retirement-tax-trap
With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.
Learn more: https://www.knollcpa.com/
The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-tax-preparationservices
With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.
Learn more: https://www.knollcpa.com/
The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm
With over a decade of experience in accounting and bookkeeping, Laura specializes in helping business owners manage and understand their finances. As a partner at Knoll & Company, PC – Next Generation CPA Firm, she focuses on building strong bookkeeping systems that keep businesses organized and positioned for growth. Her goal is to make the numbers clear so owners can confidently move their businesses forward.
Learn more: https://www.knollcpa.com/
The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-laura-kelly-partner-with-knoll-company-p-c-discussing-bookkeeping-strategies
Sariah Bronson is The Business Efficiency Expert, entrepreneur, and speaker who helps overwhelmed business owners bring clarity, order, and peace to their work and lives. She is the founder of Silver Pro Solutions, where she supports service-based businesses through financial clarity, systems, HR, and operational strategy. Sariah is passionate about helping leaders build businesses that support their lives—not consume them—and lives by her personal philosophy of faith-first, alignment over urgency, and service with impact.
Learn more: http://silverprosolutions.com/
www.SariahBronson.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sariah-bronson-ceo-of-silver-pro-solutions
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.
He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.
With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.
When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.
Learn more: http://www.gosbc.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement-2
Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection.
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.
She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.
In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).
Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.
Learn more: https://aifsgroupbyroma.com/
Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-managing-risk-in-retirement
Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.
Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.
Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.
Learn More: https://haleandassociates.net/
Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.
Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-income-retirement-planning
Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm.
Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.
Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.
Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.
Learn More: www.haleandassociates.net
Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.
Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities
Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm.
Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.
Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.
Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.
Learn More: www.haleandassociates.net
Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.
Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-retirement-risks
Marco Lopez is an author, speaker, and consultant with more than a decade of experience in the field of mental performance. He holds a Humanities degree from Brigham Young University with minors in Business and Music and was personally mentored by legendary thought leader Bob Proctor.
Catalyzed by a traumatic family experience that prompted him to reevaluate the direction of his life and return to his core purpose, Marco transitioned from a tech executive into a human-potential expert. Driven by a desire to help people better access their God-given potential—and recognizing that the business world often prioritizes systems and processes over its greatest resource, the productive power of people—he embarked on an intensive journey of study and real-world application focused on human potential and the power of the mind.
Over time, Marco synthesized his own work with the insights of leading philosophers, scientists, and visionary thinkers, including his father’s in-depth research, into a practical, proven system that helps people better understand themselves, quiet mental noise, and operate with greater clarity and purpose.
An international singer and mental performance expert, Marco uniquely blends principles from music, business, and psychology to help people bypass mental resistance and access their highest human capacity—mentally, emotionally, and spiritually. This rare integration allows him to serve as a conduit for deep “flow,” enabling others to perform and lead at their best. Fluent in English, Spanish, and Portuguese, Marco has traveled to more than 12 countries sharing his message of human potential and inner mastery, and has shared the stage with business leaders such as Bob Kittell, Rey Perez, and Loral Langemeier. When not working with entrepreneurs and leadership teams, he enjoys being outdoors and traveling with his wife and five children, living the same principles of presence, purpose, and creativity that he teaches.
Learn more: http://marcolopez360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marco-lopez-mental-performance-expert-for-visionaries
Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection.
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.
She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.
In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).
Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.
Learn more: https://aifsgroupbyroma.com/
Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-effective-retirement-planning
Jon Randall has been coaching and consulting the fastest-growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards, including Outstanding Leader and Consultant of the Year, and is ranked the #1 Consultant for firms that track results. The average production of practices Jon works with has exceeded $15 million.
He is a sought-after national presenter at financial services conferences and a published author, with his books The Extraordinary Financial Advisor Practice and Attract More Clients, Better Clients.
Prior to coaching, Jon was a seasoned financial advisor, where he learned the ins and outs of the industry. Jon recently completed his doctorate in Performance Psychology and currently resides in Greenville, North Carolina with his wife, Kathleen, and their two sons, James and William.
Learn more: https://www.xfa.coach.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jon-randall-founder-of-xfa-coach
Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection.
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.
She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.
In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).
Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.
Learn more: https://aifsgroupbyroma.com/
Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-irs-and-insurance
Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection.
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.
She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.
In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).
Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.
Learn more: https://aifsgroupbyroma.com/
Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-the-hybrid-approach-to-tax-free-retirement
James has been a business owner, a mentor, and an entrepreneur for over 28 years.
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”
James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is that only when they are learning and growing.
James is consistently top in his field, staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.
With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.
Learn More: https://www.yoursafemoneypeople.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-discussing-retirement-malpractice
Her formal education includes Osteopathy, Myofascial Release, Cranio-sacral Therapy, Homeopathy and Ayurvedic medicine.
Extensive education has allowed her to have an appreciation of quantum physics, electromagnetics and the use of Love and Light as healing tools.
She is an award winning columnist, she teaches courses to healing practitioners for continuing education credits. Ann has taught and trained throughout the world, with Masters in her field. She is a world-renowned healer specializing in the underlying causes of chronic pain.
She teaches you how to create space in the body, improve breathing and posture and gives you tools to improve your chances of full recovery.
The techniques she shares, use energy spiraling through your body in ways you may have never experienced.
Ann says, “I see the light in the structure of space, and pull it into the body so that it can heal. Everything is light.”
Learn more: Text 1-302-275-4198
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ann-m-wilkinson-founder-of-hands-on-health
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.
Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.
Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.
Learn more: http://www.huxcapitalmanagement.com/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-traditional-vs-independent-advisors
Bree focuses on helping women and men rediscover who they are, heal from the past, and create extraordinary lives with purpose, power, and self-love.
With a background as a salon owner and cosmetologist for over 10 years, Bree stepped into coaching after her own journey of loss, identity rebirth, and awakening. She’s certified through Tony Robbins Madanes Training and blends mindset work with energy practices, intuitive healing, and feminine embodiment.
She is the host of Journeys of Healing and leads women’s circles, retreats, and heart-centered community experiences where people feel seen, powerful, and connected. Bree believes we are the creators of our reality — and her work activates the courage, clarity, and inner strength to become who we’re meant to be.
Learn More: www.Breecook360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-transformational-coach-bree-cook
Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Our approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.
At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so they can enjoy the financial security they’ve worked hard to achieve.
Learn More: http://www.mercerfg.com/
Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-longevity-risk-outliving-your-savings
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.
Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.
Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.
At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.
Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.
Learn more: https://www.advocatewealthsolutions.com/
The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation. Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results. Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-making-informed-financial-decisions
Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.
After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.
Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.
Learn more: https://goldenyearsria.com/
Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-his-book-when-the-paycheck-stops
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how people get from where they are right now to where they want to be. It is about achieving their personal financial goals and enabling them to enjoy the fruits of their labor without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot the path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”
Learn More: https://wilsonfinancialgrp.com/
No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-create-sustainable-income
Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.
At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they’ve worked hard to achieve.
Learn More: http://www.mercerfg.com/
Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-market-volatility-sequence-of-returns-risk
Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.
At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they’ve worked hard to achieve.
Learn More: http://www.mercerfg.com/
Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-inflation-rising-living-costs
Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.
Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.
Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.
Learn more: http://www.huxcapitalmanagement.com/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-overcoming-financial-fears-with-knowledge-and-strategy
Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.
Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.
Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.
Learn more: http://www.huxcapitalmanagement.com/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-securing-financial-future-through-holistic-planning
Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.
Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.
Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.
Learn more: http://www.huxcapitalmanagement.com/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-building-trust-in-financial-advisory
Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO’s, agents and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning – Business Planning and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.
Learn more: http://www.perpetualwm.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-strategic-use-of-leverage-in-retirement-planning
Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO’s, agents and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning – Business Planning and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.
Learn more: http://www.perpetualwm.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-navigating-the-complexities-and-fears-of-premium-finance
Daniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC, and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium Financing for the last 15 years. Daniel is a National Vendor for Premium Finance Strategies, representing multiple life insurance carriers and finance lenders. Perpetual Wealth Management has funded over $2 Billion of Death Benefit and has over $750 million of funded and/or committed capital loans outstanding, with multiple finance lenders. Daniel works around the country with IMO’s, agents, and HNW clients to implement these concepts. His main focuses entail Estate & Charitable Planning, Business Planning, and Supplemental Income Planning. He has spoken at many industry events on the topic of Premium Financing. Daniel works and lives in Chicago with his wife, Anna Marie, and has three children, Isabelle, Alexandra, and Andrew.
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no-obligation 30-minute conversation with me.
Learn more: http://www.perpetualwm.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.
Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.
Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.
At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.
Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.
Learn more: https://www.advocatewealthsolutions.com/
The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.
Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-avoiding-unintended-consequences
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.
Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.
Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.
At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.
Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.
Learn more: https://www.advocatewealthsolutions.com/
The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.
Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-achieving-peace-of-mind-in-retirement
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.
He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.
With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.
When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.
Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.
Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.
At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.
Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.
Learn more: https://www.advocatewealthsolutions.com/
The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.
Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-coordinating-financial-tax-and-estate-decisions
Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.
Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.
As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.
Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.
Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.
Learn More: https://pricosentino.com/
Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client’s experience and should not be considered a testimonial.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-the-new-rules-of-money
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and, more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get you ready for what matters most and take action with more confidence. Focus areas are:
* Retirement Income Planning – safe, predictable, and guaranteed
* Legacy Planning – maximize to whom and what is left to heirs
* Wealth Transfer – tax-efficient transfer strategies
* Estate Planning – Wills, Trusts, and Asset Protection
* Social Security Optimization – claiming strategy guidance
* Wealth Management – safe and tax-efficient strategies for inflation risk
Learn More: www.cotterfinancialgroup.com
Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-navigating-uncertainty-in-retirement
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and, more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get you ready for what matters most and take action with more confidence. Focus areas are:
* Retirement Income Planning – safe, predictable, and guaranteed
* Legacy Planning – maximize to whom and what is left to heirs
* Wealth Transfer – tax-efficient transfer strategies
* Estate Planning – Wills, Trusts, and Asset Protection
* Social Security Optimization – claiming strategy guidance
* Wealth Management – safe and tax-efficient strategies for inflation risk
Learn More: www.cotterfinancialgroup.com
Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-emotional-well-being-in-retirement
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get people ready for what matters most and take action with more confidence. Focus areas are:
* Retirement Income Planning – safe, predictable, and guaranteed
* Legacy Planning – maximize to whom and what is left to heirs
* Wealth Transfer – tax-efficient transfer strategies
* Estate Planning – Wills, Trusts and Asset Protection
* Social Security Optimization – claiming strategy guidance
* Wealth Management – safe and tax-efficient strategies for inflation risk
Learn More: www.cotterfinancialgroup.com
Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning
Ben Golden is a speaker, author, serial entrepreneur, and elite tax strategist with over 25 years of experience in tax planning and resolution. Ben has been featured in the Top 100 Entrepreneurs, Forbes, and The Wall Street Journal. His firms have earned national recognition, including 2 time Top 400 Fastest Growing Companies with Inc. 500 and several BBB awards. Ben is a state wrestling champion, a Top-ranking all-American flag football referee, and a loving husband and father who supports business owners in reducing taxes, protecting wealth, and building a lasting legacy. Ben is most passionate about serving the community and giving back.
Learn More: https://goldentaxrelief.com/ + http://bengolden360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ben-golden-president-of-golden-tax-relief
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”
Learn more: https://wilsonfinancialgrp.com/
No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”
Learn More: https://wilsonfinancialgrp.com/
No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-guaranteed-income
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there, and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”
Learn More: https://wilsonfinancialgrp.com/
No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-get-to-and-through-retirement
James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.
Learn More: tvrshield@gmail.com or call 775-233-2203
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care
James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.
Learn More: tvrshield@gmail.com or call 775-233-2203
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning
James has devoted his life to assisting clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.
Learn More: tvrshield@gmail.com or call 775-233-2203
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-achieving-financial-peace-of-mind
Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.
Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping them navigate various economic landscapes and market fluctuations
Jeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He is the Immediate Past President of the Ravinia Associates Board and recently served as a member of the Executive Board of Trustees at the Ravinia Music Festival
Jeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.
Learn more: https://www.mesirow.com/capabilities/wealth-management/maniscalco-team
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/jeffrey-condren-cfp-senior-vice-president-wealth-advisor-with-mesirow-wealth-management
Jared Hatch is a serial entrepreneur, med spa innovator, and founder of TruSolace and Spa Accelerator. Known for blending high-performance business strategy with deep personal transformation, Jared has scaled clinics to multi-seven figures, coached providers nationwide, and built systems that turn overwhelmed practices into thriving, profitable centers of healing. A father, storyteller, and former action-sports creator, he brings a rare mix of grit, spirituality, and business mastery to every conversation.
Learn more: http://www.trusolacemedspa.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jared-hatch-founder-of-trusolace-and-spa-accelerator
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.
He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.
With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.
When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.
Learn more: http://www.gosbc.net/
DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.
He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.
With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.
When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.
Learn more: http://www.gosbc.net/
DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-eating-up-iras-and-401ks
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.
He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.
With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.
When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.
Learn more: http://www.gosbc.net/
DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.
At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.
Learn more: https://maysgroupadvisors.com/
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-longevity-risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.
At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.
Learn more: https://maysgroupadvisors.com/
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-sequence-of-returns-risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.
At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.
Learn more: https://maysgroupadvisors.com/
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk
Sheryl J. Moore is president and CEO of Moore Market Intelligence and Wink, Inc.. She is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs tools as well as Wink’s Sales & Market Report and Wink’s Index Intelligence Report.
Moore Market Intelligence specializes in providing competitive intelligence tools to the insurance industry, particularly the life insurance and annuity markets. Ms. Moore provides competitive intelligence, market research, product development, consulting services, and insight to select financial services companies. She has authored books on indexed products, and her articles are featured in dozens of industry trade publications. She works closely with regulators and legislators in the insurance market.
She has a degree in Political Science from Grand View University and holds numerous designations in the field of insurance services. Neither Sheryl J. Moore nor Moore Market Intelligence sells or endorses any financial services products.
Learn more: http://www.mooremarketintelligence.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/sheryl-j-moore-is-president-and-ceo-of-moore-market-intelligence-and-wink-inc
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend, Bambi, whom he rescued and went everywhere with me in my travels. In my business model, John works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.
“Emotions run the market,” and I have learned from all those emotions from all my students through the years!
Learn More: https://www.safeestate.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-long-term-care
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend, Bambi, whom he rescued and went everywhere with me in my travels. In my business model, John works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.
“Emotions run the market,” and I have learned from all those emotions from all my students through the years!
Learn More: https://www.safeestate.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-market-volatility-investor-behavior
Dr. Muhamad Aly Rifai is a highly respected internist and psychiatrist serving the Greater Lehigh Valley, Pennsylvania. As the CEO and Chief Psychiatrist and Internist of Blue Mountain Psychiatry, he leads with expertise and dedication to mental health and internal medicine. He also holds the distinguished title of Lehigh Valley Endowed Chair of Addiction Medicine, further solidifying his authority in the field.
Dr. Rifai is Board Certified in multiple specialties, including Internal Medicine, Psychiatry, Addiction Medicine, and Psychosomatic Medicine, demonstrating his extensive knowledge and commitment to comprehensive patient care. His professional achievements have earned him recognition as a Fellow of the American College of Physicians, the Academy of Psychosomatic Medicine, and the American Psychiatric Association. Additionally, he has served as the President of the Lehigh Valley Psychiatric Society, contributing significantly to the advancement of psychiatric practice in the region.
Learn more: http://www.alyrifai.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-muhamad-aly-rifai-ceo-chief-psychiatrist-and-internist-of-blue-mountain-psychiatry
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend Bambi, whom he rescued and went everywhere with me in my travels. In my business model, John works in many states but primarily the Michigan and Ohio areas fighting for his students and clients from the stock market insanity.
“Emotions run the market” and I have learned from all those emotions from all my students through the years!
Learn More: https://www.safeestate.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-running-out-of-income-the-domino-effect
Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.
A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.
Scott lives in Bucks County, PA, with his wife and children.
Learn more: http://www.edelmanwealthmanagement.com/
Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection
Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.
Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.
Learn more: https://www.moorefamilywealth.com/
Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters
Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.
Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.
Learn more: https://www.moorefamilywealth.com/
Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice.
Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck
Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.
She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.
Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.
Learn more: https://insuredbynef.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-legacy-protection
Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.
She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.
Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.
Learn more: https://insuredbynef.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-empowerment-through-opportunity-for-women-everywhere
Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.
Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.
Learn more: https://www.moorefamilywealth.com/
Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset
Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.
A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.
Scott lives in Bucks County, PA with his wife and children.
Learn more: http://www.edelmanwealthmanagement.com/
Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income
Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.
She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.
Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.
Learn more: https://insuredbynef.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-asset-management-for-the-working-class
Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.
A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.
Scott lives in Bucks County, PA with his wife and children.
Learn more: http://www.edelmanwealthmanagement.com/
Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement
For over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next.
As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else’s future until he realized his own succession plan wasn’t where it needed to be.
That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation.
Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including:
• Barron’s Top 1,200 Advisors (2021–2024)
• Forbes Best-in-State Wealth Advisor (2018–2024)
• AdvisorHub Top 150 Advisors to Watch Under $1B (2024)
• Chairman’s Council Advisor (2005–2024)
Beyond the business, Tyson is co-founder of Children’s World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart.
Learn more: http://totalsuccession.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors
Chris is the rare threepeat CEO. He has taken three outperforming companies public on the New York Stock Exchange, two of which he personally conceived and co-founded. By the time he stepped down from the third of these companies in 2021, he and his team had built the company’s market value to just north of $10 billion and counted as their largest shareholder Warren Buffett’s Berkshire Hathaway. And when he stepped away, he didn’t step back. He leaned in, writing the first book on how companies create wealth called “The Value Equation: A Business Guide to Wealth Creation for Entrepreneurs, Leaders and Investors.” Most multimillionaires achieve their wealth through the ownership of equity in one or more businesses and Chris wanted to show how this happens and lay out the characteristics of the best businesses. And now, Chris is embarking on a video series to further spread the word. His first two videos dropped on his YouTube Channel in October and you can expect two a month over the next year. For sure, if you aspire to be a multimillionaire, you need to understand some business basics because that’s the best worn path to being in this club. And Chris’ aim is to make this club less exclusive.
Learn more: http://www.christopherhvolk.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christopher-volk-author-of-the-value-equation
Dr. Fred Moss is a renowned mental health advocate, keynote speaker, and psychiatrist with a passion for helping people find their authentic selves. As the founder of the Welcome to Humanity movement and True Voice Mastermind, Dr. Fred’s work is centered on the power of communication to heal and connect people. He is the author of “Creative 8 – Healing Through Creativity and Self-Expression” and “Find Your True Voice!” and has written numerous articles for Psychology Today. Dr. Fred’s most recent work includes the “True Voice Course,” which helps people rediscover their voice and share their message with the world, and “Healing the Healer,” a virtual course and mastermind designed to support transitioning healers.
Learn more: http://drfred360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-fred-moss-speaker-consultant-mental-health-coach
Chris Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax-efficient strategies for retirees and advanced tax planning.
Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.
He is a Registered Financial Consultant focused on helping retirees develop tax-efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.
Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees.
He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is the co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq, and US News. Chris sits on the board of the Advent Health Foundation.
Learn More: https://oxfordadvisorygroup.com/
This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans
Samuel J. Dixon, RFC Co-Founder/ Managing Partner
As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.
Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.
Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.
Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.
Learn More: https://oxfordadvisorygroup.com/
This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets.
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.
“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”
Learn more: https://goldlinewealthmanagement.com/
Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-plan-you-can-depend-on
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive. Working with top estate planning attorneys, Mark assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones.
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.
Mark attended California State University at Northridge with a major in business management and a minor in marketing.
Learn more: https://www.wmsretirementsolutions.com/
Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE. To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-turner-aif-on-tax-planning
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets.
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.
“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”
Learn more: https://goldlinewealthmanagement.com/
Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-trust-and-transparency-in-retirement-planning
Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.
Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.
As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.
Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.
Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.
Learn More: https://pricosentino.com/
Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client’s experience and should not be considered a testimonial.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-maintaining-lifestyle-and-legacy-in-retirement
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive. Working with top estate planning attorneys, Mark assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones.
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.
Mark attended California State University at Northridge with a major in business management and a minor in marketing.
Learn more: https://www.wmsretirementsolutions.com/
Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-accumulation-vs-distribution
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets.
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge, which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age, he was involved with his church’s ministry, which planted the seed for his leadership positions today.
“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family, and we could not be more grateful for them.”
Learn more: https://goldlinewealthmanagement.com/
Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-the-transition-into-retirement
Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.
Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.
As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.
Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.
Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.
Learn More: https://pricosentino.com/
Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor.
Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline.
None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured.
Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation.
Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client’s experience and should not be considered a testimonial.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-overcoming-retirement-fears-and-achieving-peace-of-mind
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive. Working with top estate planning attorneys, Mark assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones.
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.
Mark attended California State University at Northridge with a major in business management and a minor in marketing.
Learn more: https://www.wmsretirementsolutions.com/
Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906.
IRS CIRCULAR 230 DISCLOSURE
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-income-planning
Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.
Learn more: http://www.roysnarr.com/
DISCLAIMER: I do not work for any type of government office
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-roth-conversions
Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.
Learn more: http://www.roysnarr.com/
DISCLAIMER: I do not work for any type of government office
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-lifetime-income
Roy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life insurance, long term care and guaranteed retirement income planning. Roy is a CFF (Certified Financial Fiduciary) a LACP (Life and Annuity Certified Professional) and a NSSA (National Social Security Advisor)destinations and is a proud member of MDRT: top 1% of licensed financial professionals in the United States. He is easy going, family oriented and loves meeting new people.
Learn more: http://www.roysnarr.com/
DISCLAIMER: I do not work for any type of government office
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-social-security-maximization
Ethan is the CEO of Exponential Freedom, Ethan’s drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.
Learn more: https://theexponentialfreedom.com/
The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-legal-tax-reduction-for-high-net-worth-individuals
Ethan is the CEO of Exponential Freedom, Ethan’s drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.
Learn more: https://theexponentialfreedom.com/
The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-tax-mitigation-strategies
Ethan is the CEO of Exponential Freedom, Ethan’s drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His consulting services have helped over 2,000 persons in the art of saving Tax, increasing their net worth, and driving business revenue.
Learn more: https://theexponentialfreedom.com/
The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-how-to-grow-your-money-tax-freehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Michael McMillan is the President of Financialize, where he leads the company’s transformation into one of the insurance industry’s most innovative lead generation and sales enablement platforms. With a background spanning contact centers, SaaS, revenue operations, and customer experience, Michael brings a rare combination of operational rigor and entrepreneurial vision.
At Financialize, he is driving growth through advanced technology, transparent pricing models, and a relentless focus on agent success — guided by the company’s North Star: “If our agents win, we win.” His leadership is marked by building scalable systems, streamlining operations, and empowering teams to deliver measurable results.
Learn More: https://financialize.com/
Financialize.com LLC is a marketing and lead generation company. We are not a licensed insurance agency, and we do not provide tax, legal, or investment advice. Leads generated by Financialize are referred only to licensed professionals who are authorized to discuss and recommend insurance and financial products. All financial decisions should be made in consultation with a licensed advisor who understands your specific situation. “At Financialize, we don’t just generate leads—we build platforms that help agents perform at their highest level. My background in sales and marketing training has shown me that when agents are given the right tools, coaching, and clarity, they deliver better results for families. Our focus is always on helping agents win, because when agents succeed, clients achieve their retirement goals with confidence.” – Michael McMillan, President of Financialize
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-mcmillan-president-of-financialize-discussing-lead-generation-for-financial-advisors
Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.
Learn more: https://edwardsinvestments.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind
Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.
Learn more: https://edwardsinvestments.com/
Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future
Jon Hilley started his career at Goldman Sachs. 3 years ago, he founded 1031 Specialists, a Qualified Intermediary that facilitates 1031 exchanges for real estate investors across the country. They are growing rapidly and are already a top 10 firm in the industry.
Learn more: https://www.1031specialists.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jon-hilley-founder-of-1031-specialists
Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.
Learn more: https://edwardsinvestments.com/
Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan
BROOKE LIVELY is the founder and CEO of Cathedral Capital. She earned her MBA in investments and corporate finance. Brooke built a seven-figure company in under two years before starting her own company, Cathedral Capital. As a Chartered Financial Analyst (CFA), she and her team have worked with Hall of Famers, Inc. 5000 businesses, CEOs, and small business owners. With expertise in growth management, creative problem-solving, and profitability strategy, Brooke was named to the “Top 25 Women to Watch” and “Fort Worth’s 2016 CFOs of the Year” lists. She is a highly regarded speaker and the author of several books. Brooke has been featured in international media, including Forbes, Fort Worth Business Press, Diversity Journal, Attorney at Work, and on podcasts, such as Playmakers and Find Your Tribe.
Learn more: http://cathcap.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brooke-lively-founder-and-ceo-of-cathcap
Known as the Rapid Growth guy, Matthew Pollard is responsible for five multimillion-dollar business success stories, all before the age of 30. His humble beginnings, the adversities he faced, and his epic rise to success show that anyone, with the right motivation and the right strategies, can achieve anything they set their mind to. Today, Forbes calls him “the real deal,” Global Gurus lists him as a Top 30 Sales Professional, SellingPower Magazine just named him their 2023 Sales Kickoff Speaker of the Year, Sales World Magazine lists him as a Top 50 Speaker, and BigSpeak highlights him as an international
Top 10 Sales Trainer. He’s also the founder of Introvertu.com and the bestselling author of The Introvert’s Edge book series, which has sold over 100,000 copies and been translated into 15 languages.
Learn More: https://matthewpollard.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matthew-pollard-the-rapid-growth-guy
Curt Moore is the Founder and President of Moat Title Security Co.
Mr. Moore graduated in 1991 from the University of Northern Colorado with a Bachelor’s Degree in Business Administration – Marketing. Mr. Moore enjoyed a career in the Energy industry spanning thirty years in the fields of Land Management, Regulatory and Governmental Affairs, and retired to spend time on Moat in 2021. Mr. Moore founded Moat on a simple principle of protecting homeowners from home title identity theft using copyrighted legal documents prepared by licensed agents operating in markets on a local level with a focus on customer service and the communities where Moat is present.
Learn more: http://moattitlesecurity.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-curt-moore-founder-and-president-of-moat-title-security-co
Allen Masri’s wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.
Learn more: https://safemoneyforincome.com/
This material is for educational purposes only and not meant for any financial or tax advice
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-navigating-retirement-with-confidence
Paige Velasquez Budde is a veteran marketer, entrepreneur, author and keynote speaker.
She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city’s fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno’s list of “Coolest Companies.”
Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige’s signature concept: the Influence ID.
She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.
She has led marketing campaigns and strategies for some of the world’s most recognized authorities. She has been named a finalist for the Austin Business Journal’s Women in Business and Austin Under 40.
Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott’s Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA’s Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.
To learn more about her book and resources, visit www.paigevelasquezbudde.com
https://zilkermedia.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media
Dan is an alumnus of the University of Utah (psychology); a University Professor, Podcast Host, New York Times Best Selling Author of 35 books, and a primary contributing author to the Chicken Soup for the Soul series. One of Dan’s famous storie,s ‘Puppies For Sale’ was made into a film at Paramount Studios starring Jack Lemmon.
As a master storyteller, Dan has been published in over 50 million books in 40 languages worldwide; has appeared on over 500 TV and radio programs, including Oprah, Glenn Beck, NPR, and Voices of America/Radio Free Europe. Dan teaches to focus on what matters most, which is what lasts the longest – knowing the goal is not to live forever, but to create something that will.
Learn More: https://danclark360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-clark-hall-of-fame-speaker-ny-times-bestselling-author-of-37-books-and-master-storyteller
Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.
Learn more: http://www.ckhealthcareadvisors.com/
Plans and products may not be available in all areas. Certain exclusions and limitations may apply.
Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owners-trusted-advisor
Allen Masri’s wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.
Learn more: www.safemoneyforincome.com
This material is for educational purposes only and not meant for any financial or tax advice
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-overcoming-the-fear-of-outliving-your-money
Allen Masri’s wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.
Learn more: https://safemoneyforincome.com/
Disclaimer: This material is for educational purposes only and not meant for any financial or tax advice
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-achieving-peace-of-mind-in-retirement
Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.
Learn more: http://www.ckhealthcareadvisors.com/
Plans and products may not be available in all areas. Certain exclusions and limitations may apply.
Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last
Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.
Learn more: http://www.ckhealthcareadvisors.com/
Plans and products may not be available in all areas. Certain exclusions and limitations may apply.
Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success
Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.
Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.
Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.
Learn more: http://www.retirebydesign.com/
Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.
IUL Disclosure:
Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.
SSA & SSA Max Disclosures:
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return
Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.
Learn more: https://lrmretirement.com/
Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money
Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.
Learn more: https://lrmretirement.com/
Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-brokehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.
Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.
Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.
Learn more: http://www.retirebydesign.com/
Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.
IUL Disclosure:
Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.
SSA & SSA Max Disclosures:
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-how-life-insurance-fits-into-retirement
Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.
Learn more: https://lrmretirement.com/
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-truth-about-annuities
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-five-pillars-of-your-unique-plan
Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.
Learn more: http://www.capitalgainstaxsolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-your-retirement-chi
Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.
Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.
Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.
Learn more: http://www.retirebydesign.com/
Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:
Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency.
Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-the-5-risks-of-retirement
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-paralysis-penalty
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-exposing-the-deja-vu-traps
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness
Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients’ needs in a world that demands unconventional approaches to building long-term financial security.
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.
Learn more: http://www.pfswealthgroup.com/
Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-overcoming-fear-with-clarity
Real Estate Investor, property manager, mindset coach, affiliate marketer, retreat facilitator.
Kim survived a major health crisis that led her to quit her high-stress job and follow her passion for working in an environment with nature, sunshine, traveling, exploring, and all of the spiritual aspects that Arizona has to offer.
Now a proud Arizona resident, Kim is honored to expand her horizons and share her experiences of the spiritual and beautiful aspects of Arizona by offering guests a unique stay in one of her beautifully designed and located rental properties. It is her hope that you will feel at home and at peace as her during your stay.
In addition to rental properties, Kim has a mission to create and hold space where others can gather and feel safe while undergoing their healing journey. Through a series of serendipitous events, she was able to come into partnership with a woman who now facilitates both group and private wellness retreats at the properties.
Learn more: http://www.tihpropertymanagement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kim-egger-founder-of-treasures-in-heaven-property-management
Phil Caylor is a licensed acupuncturist, and serial entrepreneur with over 50 years in holistic health. A graduate of Lisa Nichols’ Certified Transformational Trainer Program, Phil also pioneered the first state-certified massage school in Santa Cruz County. He created the “Living from the Heart” program, which teaches people to transform stress into loving power. Phil has traveled to exotic destinations like Costa Rica and enjoys practicing chi gong, meditating, and connecting with nature. He has received numerous accolades, including founding the Healing Haven clinic. Phil’s greatest passion is being a loving, healing presence on the planet.
Learn more: http://philc360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-phil-caylor-holistic-healing-wellness-mentor
Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients’ needs in a world that demands unconventional approaches to building long-term financial security.
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.
Learn more: http://www.pfswealthgroup.com/
Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy
Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients’ needs in a world that demands unconventional approaches to building long-term financial security.
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.
Learn more: http://www.pfswealthgroup.com/
Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-fee-and-risk-efficient-investment-planning
With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.
A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.
Insurance Licensed in MA & CT | Retirement Income Planning Expert
Learn More: http://dhretirementsolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-guaranteed-income-tax-risk
David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur’s Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.
Learn more: https://sincerusadv.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory
With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.
A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.
Insurance Licensed in MA & CT | Retirement Income Planning Expert
Learn More: http://dhretirementsolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-long-term-care-risk
Jason Moss is a business mentor for grounded, growth-minded entrepreneurs who are ready to scale without losing themselves in the process. Creator of the CEO Freedom Formula, Jason helps six-figure coaches and service providers shift out of operator mode and into sustainable leadership—with a business model that supports their life, not the other way around. With over 1,000 clients served and $500K+ annual revenue, Jason’s approach blends strategic depth with soulful clarity. He lives in Boulder, Colorado with his partner Kimberly, their dog Boomer, and cat Zola—and he’s here to share what scaling with alignment really looks like.
Learn more: http://www.jasonmoss.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jason-moss-creator-of-the-ceo-freedom-formula
With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.
A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.
Insurance Licensed in MA & CT | Retirement Income Planning Expert
Learn More: http://dhretirementsolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-how-life-insurance-fits-into-retirement
Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.
After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.
Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.
Learn more: https://goldenyearsria.com/
Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process
Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.
After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.
Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.
Learn more: https://goldenyearsria.com/
Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-lifestyle
Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well.
Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:
Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.
Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.
Learn more: http://www.retirewithbam.com/
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-fears-about-retirement-planning
Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.
After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.
Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.
Learn more: https://goldenyearsria.com/
Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-challenges
Louis O’Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare Earths have become more important than oil and gas and are the new frontline in geopolitical decisions.
Learn more: http://www.strategicmetalsinvest.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest
Billy Barnard – Coach | Creator | Connector
Billy Barnard is a multi-passionate creator and coach with a love for sports, storytelling, and helping others grow. A lifelong athlete and recent graduate of the University of Southern Maine, Billy brings the discipline of competitive baseball and the creativity of digital media together in his work.
Billy is currently exploring the world of video marketing, with a focus on producing promotional content and speaker introductions for events. His goal is to expand into athlete-focused media, including recruitment videos that showcase both skill and character.
In addition to media work, Billy serves as the Junior Varsity Baseball Coach at Portland High School—his alma mater—where he helps develop young athletes both on and off the field. After playing baseball into his senior year of college, Billy’s journey continues through coaching, mentoring, and creating content that makes a difference.
Whether he’s behind the camera or in the dugout, Billy leads with purpose, positivity, and a deep respect for the process of growth.
If his story resonated—or if people are looking for someone to help bring their next creative, athletic, or promotional project to life—He’d love to connect. Whether it’s building powerful videos, coaching the next generation of athletes, or just having a real conversation about growth, purpose, and perseverance, Billy is here for it.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-coach-billy-barnard
As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.
He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.
Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.
A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.
Learn more: https://www.capsurtaxandestateplanning.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.
A passionate advocate for financial education, Scott co-authored Don’t Go Broke in a Nursing Home to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.
Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.
Learn More: https://www.completesolutions.insure/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-home-healthcare
Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.
Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility; it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement, and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance, and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform, and rigidity. His clients have access to over thirty life and annuity companies, several structured note and alternative investment platforms, and dozens of issuers. Triathlon Partners is located in Weston, CT, in the heart of Fairfield County CT
Learn more: http://www.triathlonpartners.com/
TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Lee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in January of 2023.
Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day medical advancements and interpretation while protecting the interests of all stakeholders. Lee’s strong experience with the top one percent of the wealth management firms and the ultra-affluent market demonstrates her ability to address the needs of clients requiring an enhanced “boutique” encounter.
Certified in EKG interpretation and a dynamic presenter, Lee’s past experience of 17 years at the carrier include being Assistant Chief leading one of the top premium distributions in the high-net-worth arena. She is one of very few in the brokerage market who achieved a prior insurance carrier underwriting single signature authority of $20M dollars.
Lee holds a Cum Laude Bachelor of Science Degree in Accounting from Grambling St. University, Grambling, LA. She enjoys her free time volunteering with the K-12 school she is the co-founder of, hunting, shopping and is the mother to one son, Evan who is a Senior Pre-Med student at Morehouse College in Atlanta, Ga.
Learn more: http://www.ajg.com/
Take advantage of the Gallagher Underwriting expertise platform that can move your life insurance consideration from a “success story” to reciprocal “successful solutions”
Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lee-morris-vice-president-of-underwriting-of-life-annuity-brokerage-with-gallagher-inc
Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well.
Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:
Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.
Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.
Learn more: http://www.retirewithbam.com/
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement
Elevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and irresistible appeal that captivates every palate.
Learn More: https://victoriab360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-victoria-bracha-founder-professional-chocolatier
As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.
He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.
Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.
A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.
Learn more: https://www.capsurtaxandestateplanning.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.
A passionate advocate for financial education, Scott co-authored Don’t Go Broke in a Nursing Home to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.
Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.
Learn More: https://www.completesolutions.insure/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income
As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact.
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.
He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.
Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.
A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.
Learn more: https://www.capsurtaxandestateplanning.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-mastering-tax-strategies-for-retirement
45 years in business. Working with clients aged 55-75, approaching & in retirement. Retirement plans & Medicare coverages.
Learn more: http://www.retirewithbam.com/
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-transitioning-from-accumulation-to-income-generation
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.
A passionate advocate for financial education, Scott co-authored Don’t Go Broke in a Nursing Home to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.
Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.
Learn More: https://www.completesolutions.insure/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-good-retirement-plans
Merriah joined Lukrom in January 2025 as Chief Sales Officer, bringing over two decades of experience in alternative investments and capital raising. She leads Lukrom’s sales strategy, focusing on investment professionals and their investors to drive long-term growth. Merriah’s leadership in alternative investments and sales strategy makes her an integral part of Lukrom’s mission to expand investor access to high-quality opportunities.
FINRA Licenses: Series 7, 24, and 63
Learn more: https://www.lukrom.com/ – https://www.linkedin.com/in/merriah-harkins-1080294/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-merriah-harkins-chief-sales-officer-with-lukrom-investment-opportunities-designed-for-accredited-investors
Interested in high-growth investment opportunities in real estate and senior care?
As a real estate professional and owner of established assisted living facilities, Sorina Tanase offers a rare, inside perspective on two of the most resilient and rewarding industries. Whether you’re looking to expand your real estate portfolio or explore the business potential of residential senior care, Sorina provides strategic insight backed by hands-on operational experience. Connect today to learn how you can invest in purpose-driven, profitable ventures with long-term impact.
Learn more: http://tanasegroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sorina-tanase-senior-housing-specialist-real-estate-investor-advocate
Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.
Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility, it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform and rigidity. His clients have the access to over thirty life and annuity companies, several structured note and alternative investment platforms and dozens of issuers. Triathlon Partners is located in Weston CT, in the heart of Fairfield County CT.
Learn more: http://www.triathlonpartners.com/
TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners-discussing-investment-diversification
Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.
Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility, it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform, and rigidity. His clients have access to over thirty life and annuity companies, several structured note and alternative investment platforms and dozens of issuers. Triathlon Partners is located in Weston CT, in the heart of Fairfield County CT.
Learn more: http://www.triathlonpartners.com/
TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners
Hal Stinespring is a seasoned Real Estate Attorney and Investor with a passion for empowering others to reclaim their lives. Diagnosed with Cardiac Sarcoidosis, Hal has transformed personal challenges into a mission to inspire and guide those navigating inflammatory diseases. Through a groundbreaking course, Hal helps individuals redefine their identity, blending resilience, purpose, gratitude and practical strategies for living fully despite chronic illness. With a unique perspective shaped by professional expertise and personal triumph, Hal is dedicated to building communities of strength and transformation.
The Path of the Grateful Warrior is a course to guide you through this shift in identity and transformation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-hal-stinespring-the-spiritual-cowboy-creator-of-the-path-of-the-grateful-warrior
Coach Chuck Barnard is an author, speaker, champion’s mindset mentor, and a father of four who has been in the education industry for over 30 years. Chuck has a master’s degree in special education, is certified in Advanced Behavioral Modeling, and is a Master NLP, Time-Line Therapy® and Hypnotherapy Practitioner. He has been a skier for 56 years, has walked across burning coals with Tony Robbins on three different occasions and loves traveling. Chuck has been a baseball player or coach for 50 years. Chuck’s greatest passion is to see teenagers become champions not only on the athletic field and in the classroom, but most importantly in life.
Learn More: https://coachchuck360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-coach-chuck-barnard-the-champions-mindset-mentor
Chris’ story begins in Arizona, where his family was among the first to settle the wild and beautiful land. He grew up a cowboy, surrounded by storytellers, where he learned a fundamental truth: words create worlds.
His journey to wealth management wasn’t planned. As a top-producing commercial real estate broker, Chris outperformed seasoned veterans not because he knew the most about properties, but because he understood people. When a friend insisted he’d excel in financial services, Chris initially resisted. But upon entering the industry, he immediately saw what others missed—advisors weren’t struggling because they lacked knowledge. They were struggling because they lacked leadership.
This insight was personal. Having witnessed how wealth dissolves across generations, including in his own family—Chris recognized the devastating consequences beyond financial loss. The statistics are stark: 90% of generational wealth disappears by the third generation, leaving broken families in its wake. That’s why this isn’t just business for Chris—it’s legacy work. After transforming one wealth management firm’s approach from technical expertise to authentic leadership, the results were undeniable—in just two years, they were bringing in as many assets monthly as they had previously achieved annually. Chris recognized a profound opportunity: financial advisors, with their intimate connection to families and wealth, could create a generational impact far beyond investment returns.
Learn more: https://www.psblty.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-smith-founder-of-psblty
Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans, Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan .
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/
949-412-3534
Cameron@ FederalEmployeeAdvocates.net
Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.
Learn more: https://aaalifesolutions.com/
The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.
Learn more: https://aaalifesolutions.com/
The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck
Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.
Learn more: aaalifesolutions.com
The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.
BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.
Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone, or GM. Now he works for you! And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.
On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.
Learn more: http://www.stellar-assets.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-beating-the-market
Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial services—Pri brings a wealth of knowledge and a strategic advisory mindset to every client engagement.
Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client’s life.
As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri’s expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.
With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.
Pri’s commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan’s mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients’ financial futures while fostering their emotional and personal growth. Xexis Private Wealth’s comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.
By blending Xexis Private Wealth’s proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri’s work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.
Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients’ unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.
Learn more: http://pricosentino.com/ and http://xexiswealth.com/
DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.
Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.
On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.
Learn more: http://www.stellar-assets.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk
Jed G. Morley is the founder and CEO of Backstory Branding, a consultancy dedicated to helping businesses build brands that live up to their promise through consulting, coaching, and courses. With over two decades of experience, Jed has led brand breakthroughs for category leaders such as BambooHR, Lucidchart, Consensus, Grow, and Vasion. His proprietary Backstory Brand Wheel™ Framework has empowered organizations across industries to clarify their purpose, articulate their value, and codify their culture.
Jed has also written a book titled “Building a Brand That Scales”, which is set to be released on June 3, 2025.
Learn more: https://www.backstorybranding.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jed-morley-founder-and-ceo-of-backstory-branding
John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.
Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation.
But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be an honor, if people would consider him a money manager.
On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.
Learn more: http://www.stellar-assets.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-investing-in-individual-equities
An educator, consultant, and business builder, Tim teaches entrepreneurs, business owners, and CEOs how to design, build, and activate business strategies based on a foundation of their core brand assets.
A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people’s lives.
Tim works with industry leaders who have chosen to do things differently. These are the pioneers of industry who, when they see a trend or a gap in the market, take action to create value the market wants to see. A storyteller, Tim shares life in business experiences through analogy – bringing business frameworks to life.
Tim is highly skilled at connecting to the bigger vision, breaking down the complexities of business, and empowering entrepreneurs, business owners, CEOs and their leadership teams to achieve their vision.
With over 30 years of supporting enterprises and growing businesses, Tim has built teams of capable, passionate, purpose-led professionals who can activate business growth.
Tim is an entrepreneur, business growth specialist, keynote speaker, and industry leader in business education and consulting to private enterprises. Tim offers a choice of delivery methods including consulting, coaching, training, facilitation, and mentoring.
Learn more: https://www.timdwyer.net.au/
The Tolemy Map
Get on the book notification list: http://www.Tolemy.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tim-dwyer-founder-director-with-tolemy
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.
His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.
Learn more: http://www.lirianowealthadvisory.com/
Phone: 617-969-2933
Check the background of your financial professional on FINRA’s Broker Check.
https://brokercheck.finra.org/individual/summary/1905998
All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions. Opinions expressed herein are solely those of Eric Liriano. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.
Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.
The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf
Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning
As the President and Founder of The Responsible Brand, he is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.
Learn more: https://theresponsiblebrand.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-lifestyle-protection-during-the-expensive-college-years
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.
His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.
Learn more: http://www.lirianowealthadvisory.com/
Phone: 617-969-2933
Check the background of your financial professional on FINRA’s Broker Check.
https://brokercheck.finra.org/individual/summary/1905998
All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions. Opinions expressed herein are solely those of Eric Liriano. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.
Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.
Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf
Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf
Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy
As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions. With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.
Learn more: https://theresponsiblebrand.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-cashflow-management-to-fund-college-without-affecting-your-retirement
Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.
His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.
Learn more: http://www.lirianowealthadvisory.com/
Phone: 617-969-2933
Check the background of your financial professional on FINRA’s Broker Check.
https://brokercheck.finra.org/individual/summary/1905998
All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions. Opinions expressed herein are solely those of Eric Liriano. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.
Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.
The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.
Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf
Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf
Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases-in-planning-for-retirement
As the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life, helping individuals have more control over their current and future financial decisions.
With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.
Learn more: https://theresponsiblebrand.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-president-and-founding-member-of-the-responsible-brand-discussing-student-loan-myths-misconceptions
Mickie Kennedy founded eReleases 26 years ago to help small businesses, authors, and startups increase their visibility and credibility through press release distribution.
He lives in the Baltimore area.
Learn more: https://www.ereleases.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mickie-kennedy-founder-of-ereleases
Roy Snarr stands at the forefront of asset protection expertise, a nationally acclaimed figure renowned for his mastery and educational contributions.
With a career spanning 14 years, Roy’s impact spans across both consumer and agent realms, where he simplifies today’s most complex safe money and protection strategies. Proficient in Annuities, Life Insurance, and Long-Term Care solutions, Roy’s guidance has empowered thousands of individuals and agents from coast to coast.
His influence extends through various media platforms, including television, radio, webinars, and live speaking engagements. Consistently ranked among the Top 1% of financial professionals nationwide for over a decade, Roy’s dedication and wisdom have set high standards in the industry, as he continually inspires entrepreneurs to consider how they are giving back to their communities.
Beyond his personal and professional aspirations, Roy finds great joy in camping adventures with his wife and cherished trio of children.
Learn more: http://www.roysnarr.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-snarr-retirement-solutions-annuity-producers-com
Scott Oldford has helped over 200 businesses scale past seven-figures. Today, he spends the majority of his time as a mentor, advisor and investor. In addition, he is the CEO of The Wisdom Group and helps entrepreneurs scale their businesses while remaining in harmony and balance.
When Scott was 8 years old, he made his first $20,000 selling eggs from the chickens on his parents’ acreage. By the age of 16, he had a seven-figure web and marketing agency. However, at the age of 21, he lost it all and went $1 million in debt. Since then, he has bounced back and, in total, has built nine of his own seven-plus-figure businesses while becoming one of the top business advisors and strategy coaches to entrepreneurs and online businesses looking to surpass $10M/year.
Scott has been featured in nearly every publication and podcast, and his methods and frameworks have been viewed by millions of people, with hundreds of thousands regularly watching his business strategy videos and reading his emails, each of who are impacted directly (and indirectly) by the 100+ entrepreneurs he has helped scale past seven figures.
At heart, Scott is a scientist. He’s known in his community for converging groundbreaking ideas and future-oriented thoughts, and make them easy for others to understand and implement, and can typically be found researching, watching documentaries, or in a deep rabbit hole about something that most people haven’t even heard of.
Learn more: http://scottoldford.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of his “ex-partner” and beloved friend Bambi, whom he rescued and who went everywhere with him in his travels. In his business mode, he works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!
Learn More: https://www.safeestate.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-life-insurance-fits-into-retirement
Tracy Gapin, MD, FACS, is a renowned expert in men’s health optimization and longevity, with over 25 years of experience as a board certified urologist. He founded the Gapin Institute to help high-performing individuals, including entrepreneurs, executives, and athletes, achieve peak performance through personalized health programs. Dr. Gapin integrates advanced diagnostics, epigenetics, hormone therapy, and wearable technology to monitor and transform his clients’ health, focusing on sustainable, measurable outcomes.
A thought leader and author of bestsellers Male 2.0 and Codes of Longevity, Dr. Gapin has been featured on NBC, Entrepreneur Magazine, and at Dave Asprey’s Biohacking Conference. He is a member of the American Academy of Anti-Aging, the Age Management Medical Group, Longevity Docs and the International Peptide Society.
Learn more: https://gapininstitute.com/
Sizzle Reel – https://www.youtube.com/watch?v=fdwSZvdDEiQ
Launch Page – https://gapininstitute.com/launch (useful information and free gifts included!)
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tracy-gapin-md-founder-of-gapin-institute
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their family cottage in up north Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of his “ex-partner” and beloved friend Bambi, whom he rescued and who went everywhere with him in his travels. In his business model, he works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!
Learn More: https://www.safeestate.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-taxes-affect-retirement
Ross is the Founder of Fencepost, a digital marketing agency that helps small businesses grow their revenue by increasing their visibility and connecting them with more high-quality customers.
Fencepost has generated 25K+ qualified new leads and 3K+ new 5-star reviews (just last year) for their clients. They use the Local Growth Formula- a proven method created by Ross that leverages paid search, online reviews, business listing optimization, and more to ensure their clients’ businesses show up when their ideal customers search for them.
Passionate about developing communities by helping local businesses thrive, Ross has nearly a decade of experience running digital campaigns for businesses, large and small, managing millions in ad spend. He is also the Co-Founder of Trellis Coffee Bar, a local specialty coffee shop that is using Fencepost’s Local Growth Formula to grow sales.
On the podcast, Ross would love to talk about:
* The value of online reviews for local businesses. Customers are willing to spend 31% more at businesses with excellent reviews.
* The difference between passive and active referral systems.
* When to use ads and when not to, and the value of Google business.
* How to answer calls effectively to close new leads.
* Why growing local businesses are the most vital part of community revitalization.
Learn more: https://www.fencepost.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ross-mcdaniel-founder-of-fencepost
John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend Bambi, whom he rescued and went everywhere with me in my travels. In my business model, he works in many states but primarily the Michigan and Ohio areas, fighting for my students and clients from the stock market insanity.
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!
Learn More: https://www.safeestate.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-market-risk
Darius is a pro arbitrager, business consultant, and motivational speaker with 30+ years of entrepreneurial experience behind him. He recently co-authored Leadership DNA, an anthology in which experts share their extensive insights into the art of leadership and how to cultivate a thriving business culture, drive meaningful change, and build high-performing teams.
Learn more: https://www.dariusaross.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-darius-ross-business-consultant-and-motivational-speaker
Lindsay Blain—wife, mom of three, and travel industry mentor living just outside of Memphis, TN.
She became a travel agent while pregnant with my daughter, driven by the dream of staying home with my kids while contributing financially to our family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed my business. In her first year using it, she booked over a million dollars in travel.
Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and our business has grown to over $15 million in travel sales. But my true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.
If you’re ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!
Learn more: http://www.selfworthtowealth.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-creator-of-self-worth-to-wealth-discussing-running-a-business-you-actually-love
Lindsay Blain—wife, mom of three, and travel industry mentor living just outside of Memphis, TN.
She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed her business. In her first year using it, she booked over a million dollars in travel.
Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and their business has grown to over $15 million in travel sales. But her true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.
If you're ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!
Learn more: http://www.selfworthtowealth.com/
Lindsay Blain—wife, mom of three, and travel industry mentor living just outside of Memphis, TN.
She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed her business. In her first year using it, she booked over a million dollars in travel.
Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and their business has grown to over $15 million in travel sales. But her true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.
If you're ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!
Learn more: http://www.selfworthtowealth.com/
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.
Learn more: http://www.thewealthlifestyle.com/
This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-planning-guide
Castle Explorers is more than just a travel agency—it’s a community built on passion, connection, and opportunity. Founded by Lindsay and Kim—two moms, business owners, and travel enthusiasts—our mission is to help families and travelers create unforgettable experiences while empowering travel agents to build successful, flexible businesses they love.
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.
Learn more: http://www.castleexplorerstravel.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-creating-a-life-you-love-through-travel
Christian Brindle is the founder and CEO of Everything Senior Insurance (formally known as Christian Brindle Insurance Services) and a nationally recognized expert in the field.
He has published multiple books about Medicare, helped countless people with their plans all over the country, and hosts the extremely popular “Everything Medicare Podcast!”.
Christian has been a top producer with multiple insurance companies, has built an agency with multi-thousands of clients, mentors thousands of agents all over the country, and is the creator of The Seven Figure Medicare Agent Facebook group and brand.
Christian believes that understanding your choices is extremely important in making a good decision with your Medicare. Christian is also a father and loving husband.
Learn more: https://eseniorinsurance.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christian-brindle-founder-ceo-of-everything-senior-insurance
Castle Explorers is more than just a travel agency—it’s a community built on passion, connection, and opportunity. Founded by Lindsay and Kim—two moms, business owners, and travel enthusiasts—our mission is to help families and travelers create unforgettable experiences while empowering travel agents to build successful, flexible businesses they love.
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.
Lean more: http://www.castleexplorerstravel.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-travel-business
Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.
Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.
Learn More: https://www.onelessworry.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-pension-tension-for-teachers
Castle Explorers is more than just a travel agency—it’s a community built on passion, connection, and opportunity. Founded by Lindsay and Kim—two moms, business owners, and travel enthusiasts—our mission is to help families and travelers create unforgettable experiences while empowering travel agents to build successful, flexible businesses they love.
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.
Lean more: http://www.castleexplorerstravel.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-power-of-travel-agents
Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.
Learn more: http://www.retirewithcwm.com/ – http://kentuckyretirementpros.com/
Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-2
Mohamed “Mo” Ahmed is a dynamic serial entrepreneur and product visionary with over 20 years in AI and cloud computing. Known for his expertise in building and scaling companies, Mo has achieved multiple successful exits with 7x markups, a testament to his strategic insight and innovative approach. As the author of Inside-Out Entrepreneurship, he shares a unique perspective on building resilience and mental endurance for the entrepreneurial journey. Mo is also a dedicated startup advisor with leading accelerator programs like 500 Startups and TechStars, where he has helped founders secure over $30 million in funding. His entrepreneurial conditioning framework has become an invaluable tool for diverse founders, guiding them in overcoming challenges and sustaining growth. Mo’s commitment to empowering others makes him a transformative figure in the startup ecosystem, inspiring founders to approach entrepreneurship with a growth mindset and achieve lasting impact.
Learn more: https://mohamedfahmed.com or https://boundlessfounder.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mohamed-ahmed-author-of-inside-out-entrepreneurship
Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.
A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.
Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.
Learn more: https://pantheoninvest.com/
Grab a free book at http://www.holisticwealthstrategy.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-wolcott-founder-and-ceo-of-pantheon-investments
Joe Rando is the Founder and CEO of LifeStarr, a platform dedicated to empowering solopreneurs. With a background in B.S. in physics and an MBA, Joe has a rich history of launching successful ventures in technology and real estate. He lives in Florence, Massachusetts, with his wife, Licia, a child therapist, and they have three grown children. Beyond his professional endeavors, Joe is passionate about cycling, especially in the Netherlands, cross-country skiing, and savoring good coffee. At LifeStarr, he’s committed to helping solopreneurs build businesses that align with their desired lifestyles, focusing on lead generation, sales skills, efficient operations, and supporting beginners. Through initiatives like LifeStarr Central, The Aspiring Solopreneur Podcast, Solopreneur Secrets Blog, and virtual events, Joe fosters a community where solopreneurs can thrive.
Learn more: http://www.lifestarr.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joe-rando-founder-and-ceo-of-lifestarr
Olivia Luper founded Lexicon Advisor Marketing in 2018 with the desire to assist financial advisors grow their businesses by disseminating well-written, compelling content backed by the systems needed to generate new business online.
She graduated from Florida Atlantic University in 2016 with her Master of Arts in English, where she concentrated on American Modern and Postmodern Literature. Her favorite books are LOLITA by Vladimir Nabokov and THE CRYING OF LOT 49 by Thomas Pynchon. She is also an aspiring memoirist and published poet. She began writing website content in 2013 while finishing her undergraduate studies.
Olivia lives in South Florida with her three exceptional children–Nola, Shiloh, and Roman. Olivia enjoys IFBB Professional bodybuilding, growing as an entrepreneur, and spending time at the beach with her family. She is also a huge foodie and loves trying out new local restaurants!
Learn more: http://lexiconadvisormarketing.com/interview-with-olivia-luper-founder-of-lexicon-advisor-marketing
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.
Learn more: http://www.retirewithcwm.com/
Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-1
Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.
In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.
As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.
Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.
Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/
This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions
Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.
Learn more: http://www.retirewithcwm.com/
Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-transitioning-from-accumulation-to-income-generation
Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.
In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.
As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.
Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.
Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/
This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-portfolio-asset-allocation
Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.
In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.
As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.
Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.
Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/
This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-social-security-strategies
Shawn Maloney, is a certified retirement planner, fiduciary, national bestselling author, and the owner and CEO of Retire Wise, LLC. With over twenty years of experience and a passion for helping people be ready for retirement and retire happy, He has dedicated my career to ensuring that individuals are equipped with the education and tools they need to grow and protect their retirement savings. It is also just not all about the financial side, and he helps and coaches people on the non-financial aspects of retirement as well, to get a more complete plan. Utilizing his transparent and comprehensive approach to planning, known as the “Retire Happy FrameworkTM,” Shawn helps to provide their clients with peace of mind about their future. In addition to helping people with retirement planning, he finds solace in spending time with his family, giving back to the community and church. Join him on this journey towards a fulfilling retirement, and let’s make the most out of every day!
Learn more: http://www.retirewisepro.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shawn-maloney-founder-ceo-of-retire-wise
David Price is the CEO and Founder of The Price Group, an insurance agency excelling in Final Expense Life Insurance. Since entering the industry in 2018, David has become one of the fastest millionaires in the field, achieving this within 36 months through his innovative system. In 2024, The Price Group reached over $15 million in sales, helping 17,000+ families and enabling agents to earn multi-six-figure incomes. In October 2024, he launched The Price Group IMO, expanding partnerships with top carriers to empower agents and enhance client service. As a Forbes Business Council member, David shares his expertise widely and uses social media to inspire and mentor agents across platforms. His dedication to transparency, integrity, and growth shapes his influence in the industry.
Learn more: https://tpglife.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-price-ceo-and-founder-of-the-price-group
Mr. DeLadurantey has provided consulting services to several verticals, including manufacturing, healthcare, and supply chain firms. In 2019, he became a. His mission is to help individuals and businesses understand the options for wealth building, retirement pension systems, and private financing available through uniquely designed products with an underlying life insurance and annuities base. Chuck and Michelle, his wife of 50 years, live on his ranch in Luling, Texas, where they raise beef cattle and enjoy hosting fun family events for their children and 26 grandchildren.
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey
All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-premium-finance-life-insurance
Mr. DeLadurantey has provided consulting services to several verticals, including manufacturing, healthcare, and supply chain firms. In 2019, he became a. His mission is to help individuals and businesses understand the options for wealth building, retirement pension systems, and private financing available through uniquely designed products with an underlying life insurance and annuities base. Chuck and Michelle, his wife of 50 years, live on his ranch in Luling, Texas, where they raise beef cattle and enjoy hosting fun family events for their children and 26 grandchildren.
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey
All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-annuities-for-those-in-pre-retirement
Since 1994, Joe Lukacs has coached only financial advisors, working with over 2,500 financial advisors and teams.
He believes in sharing what he knows. That’s why he is offering his best strategies, tools, templates, and masterclasses as a coaching collaboration with firms and organizations.
What do you and your organization get by partnering? You and your organization get to tap into over 30 years of coaching experience. In that time he has completed over 50,000 individual coaching sessions. Those sessions have resulted in adding more than $50 billion in new AUM and over $500 million in extra revenue. If you’re looking to improve your advisor’s strategic planning, marketing execution, team leadership, or just about any aspect of running a successful financial advisory practice, you’re in the right place.
Learn more: http://www.coachjoe.guru/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joseph-lukacs-financial-advisor-coach-and-founder-of-the-magellan-network
This is Darryl. As a financial well-being strategist, His goal is to remove the complexity of financial planning by provide coaching and mentorship, accountability, and a “let’s get it done” mindset which he gained through years of self-less service as military, government civilian and private industry servant helping the “good guys” find the “bad guys”
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.
He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.
Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:
Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection
Learn more: https://www.dnafinancialassociates.com/
Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-the-intersection-of-gender-and-retirement-planning
Mr. DeLadurantey has provided consulting services to several verticals, including manufacturing, healthcare, and supply chain firms. In 2019, he became a. His mission is to help individuals and businesses understand the options for wealth building, retirement pension systems, and private financing available through uniquely designed products with an underlying life insurance and annuities base. Chuck and Michelle, his wife of 50 years, live on his ranch in Luling, Texas, where they raise beef cattle and enjoy hosting fun family events for their children and 26 grandchildren.
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey
All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-becoming-your-own-banker
This is Darryl. As a financial well-being strategist, His goal is to remove the complexity of financial planning by provide coaching and mentorship, accountability, and a “let’s get it done” mindset which he gained through years of self-less service as military, government civilian and private industry servant helping the “good guys” find the “bad guys”
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.
He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.
Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:
Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection
Learn more: https://www.dnafinancialassociates.com/
Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-breaking-the-chains-freeing-yourself-from-money-myths
This is Darryl. As a financial well-being strategist, His goal is to remove the complexity of financial planning by provide coaching and mentorship, accountability, and a “let’s get it done” mindset which he gained through years of self-less service as military, government civilian and private industry servant helping the “good guys” find the “bad guys”
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.
He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.
Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:
Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection
Learn more: https://www.dnafinancialassociates.com/
Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-how-a-financial-coach-helps-transform-your-financial-wealth
James is the CEO/Founder of Business Accelerator Institute and Perseverance Squared where he is a business consultant with a strong background in law. He launched his first business in 1994 and rapidly expanded to multiple top-performing locations reaching $8M in annual revenue. In 2014, James transitioned to coaching, guiding over 350 business owners to significant growth through strategic management and marketing. As a fractional CEO/SLFU Program Manager at How To Manage a Small Law Firm, he launched Small Law Firm University, growing it to $3 million in revenue within a year, and developed a CMO program that generated an additional $2 million annually. With a Business degree from Lindenwood University and a JD from St. Louis University, James is a recognized industry expert and co-author of the best-selling book Shift Happens. He has earned numerous accolades for his legal expertise and business acumen.
Learn more: https://businessaccelerator.institute | https://www.linkedin.com/in/businessacceleratorinstitute/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-brown-ceo-founder-of-business-accelerator-institute-and-perseverance-squared
As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I’ve been helping families, individuals, and business owners secure financial peace of mind since 2013.
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.
Learn more: http://www.mycfsi.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions
As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I’ve been helping families, individuals, and business owners secure financial peace of mind since 2013.
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.
Learn more: http://www.mycfsi.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork
As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I’ve been helping families, individuals, and business owners secure financial peace of mind since 2013.
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.
Learn more: http://www.mycfsi.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care
Based in Phoenix, Arizona, Urban Adams is a seasoned financial advisor with over 25 years of experience in the financial services industry. For the past 12 years, he has been running his own independent advisory practice, focusing on providing personalized, client-focused financial planning services to clients across the country.
Urban Adams is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Urban Adams also offers insurance brokering services, this is considered an outside business activity from Dynamic Wealth Advisors and is separate and apart from Mr. Adams’s activities as an investment advisor representative of Dynamic Wealth Advisors.
Learn more: https://www.urbanadams.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-professional-urban-adams
Vance helps business owners get, serve and keep clients for life through creating experiences and response required marketing. He is a Former Birth Control Factory Security Guard turned Disney Leader, turned Bankrupt Out of Work Executive, turned Carpet Cleaner, turned Successful Entrepreneur.
Learn More: https://deliverservicenow.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-vance-morris-founder-of-deliver-service-now
Matt Raad has used a very unconventional method to create financial freedom in his lifetime, starting with nothing and building a high cash flow portfolio through buying and selling businesses.
He and his wife Liz are website investors, which means they use digital assets to generate cashflow and build wealth. They were one of the first in the world to realise that they could buy websites, renovate them like real estate, and then sell or keep them for cashflow.
Matt started out as a zoologist with his wife Liz, buying their first business, expanded into multi-million dollar mergers & acquisitions and then transitioned to investing in online businesses where the cashflow returns were so much better.
These days they love teaching beginners how to reach 6 & 7 figure website portfolios using a similar strategy to buying & renovating traditional real estate.
Learn more: http://www.ebusinessinstitute.com.au/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matt-raad-co-founder-of-ebusiness-institute
Brad Englert is an experienced author, advisor, and technologist with over 40 years of experience in the private and public sectors: Accenture in Austin for 22 years, including 10 years as a partner, and then The University of Texas at Austin for eight years, including seven years as the Chief Information Officer. Brad is the founder of Brad Englert Advisory.
Learn more: https://bradenglert.com/ie/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brad-englert-founder-of-brad-englert-advisory-author-of-spheres-of-influence
Charles “Chuck” George is a seasoned financial expert with over two decades of experience in providing comprehensive financial solutions aimed at securing peace of mind for his clients. Since 1995, Chuck has been dedicated to assisting individuals and businesses in navigating the complex world of finance with confidence and clarity.
As the Founder and Chief Operation Manager of the Charles George Group, Chuck leads a team of highly qualified advisors committed to delivering top-notch financial guidance and personalized strategies tailored to meet the unique needs and goals of each client. With Chuck at the helm, the Charles George Group has earned a reputation for excellence and integrity in the financial industry.
Chuck’s expertise spans a wide range of financial areas, including investment planning, retirement strategies, wealth management, and risk mitigation. He believes in fostering long-term relationships built on trust, transparency, and a deep understanding of his clients’ aspirations.
Learn More: https://www.cgeorgegroup.com/
The investments and services offered by us may not be suitable for all investors National Producer # 594238 | Florida License # A095440
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-charles-chuck-george-founder-of-charles-george-group
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.
Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.
Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.
Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.
Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.
Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.
In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.
Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.
Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.
Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.
Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.
Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.
In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.
Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.
Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.
Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.
Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.
Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.
In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning
Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.
Learn more: https://www.generationswealthmgt.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges
Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.
Learn more: https://www.generationswealthmgt.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future
“Grab the world by the pearls! It’s yours for the taking!”
Kelly Bagla has been nominated as the top CEO of 2024. Her integrity is exemplary, setting a standard for ethical business practices. With over 20 years of experience, she has become a cornerstone of the San Diego County business community, providing not just legal services but also creating jobs and fostering economic security.
Kelly’s commitment to teaching high-net-worth individuals and business owners how to protect their businesses proactively demonstrates her dedication to empowering others.
Clients affectionately refer to her as “Queen of Business Law®” a testament to her unparalleled guidance and expertise. Kelly Bagla embodies the qualities of a top CEO—innovation, leadership, and a deep commitment to making a positive impact on both the business world and the community at large.
Kelly Bagla’s involvement in San Diego’s prestigious organizations reflects her deep commitment to serving the community through her law firm. She actively supports veterans, offering them a 20% discount on her legal services as a gesture of gratitude for their service. Her pro bono work with the Veterans Chamber of Commerce demonstrates her dedication to supporting those who have defended the country.
Kelly’s love for dogs is evident through her support for Last Chance At Life, a rescue and adoption organization. She regularly donates to help dogs find loving homes, especially those in need of medical care. Her passion for animal welfare aligns with her belief in giving back to the community and making a difference in the lives of others.
Through her involvement in these organizations, Kelly Bagla has shown that her commitment to service extends beyond her legal practice, making her a respected figure in San Diego’s community.
Kelly is the author of six books, including the New York Times Bestseller, “Go Legal Yourself!®” Each of her books and multiple enterprises has been designed to empower business owners in pursuit of the American Dream.
Beyond her role at Bagla Law Firm, Kelly is a multifaceted entrepreneur. She is the founder and CEO of three additional businesses that advance her mission to inform, equip, and inspire entrepreneurs worldwide. Kelly knows the challenges, risks, and responsibilities of being a business owner. She has a dual perspective of running businesses from both the entrepreneurial and legal angles. She knows first-hand how to mitigate risks, avoid lawsuits, and safeguard assets. As Kelly affirms, “I believe it takes an entrepreneur to understand the needs of an entrepreneur!”
Kelly is madly in love with her Marine husband, Brent, and their 3 beautiful dogs!
Learn more: https://baglalaw.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/kelly-bagla-esq-ceo-of-bagla-law-firm-apc
Mike Murphy is the creator of TextTonality™, a proprietary messaging method that has generated $900M+ in new business for over 250 clients in financial services, investment funds, and B2B consulting.
Learn more: https://texttonality.com/ | https://www.linkedin.com/in/mikemurphy-/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-murphy-co-creator-of-texttonality
Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.
Learn more: https://www.generationswealthmgt.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle
Brian is a Financial Representative with extensive knowledge and understanding of Financial Products to assist clients in planning for their retirement needs.
Learn More: https://besfinancial.com/
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-inheriting-money
Christian Jack is a highly respected sales coach and growth consultant with a proven ability to scale businesses to multiple eight figures. He provides fractional CRO services, one-on-one coaching, and tailored sales training that empower professionals and entrepreneurs to achieve sustainable growth. Specializing in influence, persuasion, and sales frameworks, Christian has successfully brokered millions in deals and coached hundreds of professionals, managers, leaders, and sales pros on mastering key skills like body language, leadership, and communication. His practical, personalized approach enables clients to maximize their influence, boost performance, and achieve long-term
Learn more: https://thesalesdojo.co/IE
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/christian-jack-sales-coach-growth-consultant-fractional-cro
Brian is a Financial Representative with extensive knowledge and understanding of Financial Products to assist clients in planning for their retirement needs.
Learn More: https://besfinancial.com/
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-income-planning
Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.
Learn more: https://www.generationswealthmgt.com/
Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement-2
Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.
Learn more: https://www.generationswealthmgt.com/
Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility
Brian is a Financial Representative with extensive knowledge and understanding of Financial Products to assist clients in planning for their retirement needs.
Learn More: https://besfinancial.com/
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-indexed-annuities
Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.
Learn more: https://www.generationswealthmgt.com/
Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-health-care-planning-for-retirement
Mr. Scheavosky McGawion is a proud United States Air Force Veteran having served in Operation Iraq Freedom and in the Global War on Terror after joining the Air Force in 2001.
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!
Learn more: http://www.myinsuranceprofessional.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-emotional-needs-and-concerns-in-financial-planning
Dennis G. Lindsay has dedicated over 20 years to Christian ministry, primarily in the Triangle region of North Carolina. As a seasoned spiritual father, he is passionate about mentoring young leaders and helping them discover and fulfill their divine gifts and callings. An empowering life coach and leader, he imparts much wisdom and carries grace to build strong marriages, and families, and helps facilitate Kingdom legacies. He and his wife, Kathleen, now reside in the Dallas-Fort Worth, Texas region, where they are pioneering building ministry teams, equipping emerging leaders,and sending them to various regions of the world.
Learn More: https://thelensofthefather.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dennis-lindsay-author-of-the-lens-of-the-father
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-tax-planning-for-retirement
Beatriz Bron is a high impact lecturer and international facilitator, specialized in group dynamics through phototherapy, certified in the recognized Points of You Methodology.
A fearless entrepreneur and constant student of personal improvement, Beatriz is the founder of a prestigious high-security company in Costa Rica, in which, for almost 30 years, she successfully served as CEO, COO, and Human Resources Manager and acquired vast experience in the field of sales and human connection.
The integration of experiences and knowledge derived from her life and professional career has led Beatriz to develop a method for empowering and supporting people to alleviate and transform adversity into positivity, both on a personal and business level, including those created by the world of constant change.
Through games and in an intimate, pleasant and participatory way, Beatriz empowers her participants to create unique and personalized opportunities that harvest the optimism, hope, tolerance and respect they need to live a more peaceful existence or what we might call happiness.
Learn More and receive book bonuses:
https://app.simonmediagroup.com/v2/preview/QaMegj1htrotwxHV433l
https://reinventateconbeatriz.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-beatriz-bron-author-of-flip-it-over
Mr. Scheavosky McGawion, is a proud United States Air Force Veteran having served in Operation Iraq Freedom and in the Global War on Terror after joining the Air Force in 2001.
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!
Learn more: http://www.myinsuranceprofessional.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-building-trust-and-long-term-relationships
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-guaranteed-retirement-income-planning
Mr. Scheavosky McGawion, is a proud United States Air Force Veteran having served in Operation Iraq Freedom and the Global War on Terror after joining the Air Force in 2001.
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!
Learn more: http://www.myinsuranceprofessional.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-empowerment-through-education-in-insurance
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement
Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.
After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.
Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.
Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine
Learn more: https://www.robertsretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement
Brad Baldridge is one of the nation’s leading college financial experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their finances or their retirement.
For over 20 years, he has shared his expertise and insights through his private practice, as a blogger and host of the Taming the High Cost of College Podcast, and as a presenter at numerous workshops and seminars.
Learn More: https://tamingthehighcostofcollege.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brad-baldridge-founder-of-taming-the-high-cost-of-college
Falko Krismayr is a retired Austrian Ski Jumper who has trained numerous World Championship and Olympic-winning athletes. His coaching focuses on success strategies, nutrition, motivation, and personal responsibility. Whether as a junior trainer, a teacher at a Montessori school, a coach in high-performance sports, or a leader in his Network Marketing organization, his goal has always been to build systems, serve as a role model, and inspire others to “fly.”
In 2015, after his professional ski jumping career, Falko transitioned into self-employment, pursuing his vision of a free, self-determined life. He built a Network Marketing business that has since grown into a successful organization with thousands of distributors and customers. Inspired by Tony Robbins, he and his wife developed The 9 Stages of Network Marketing Mastery, a framework designed to give back to the industry and the wider community, helping others build successful businesses, achieve generational wealth, and experience lasting success.
Learn More: https://networkmarketing-mastery.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-falko-krismayr-author-of-the-9-stages-of-network-marketing-mastery
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.
Learn more: http://www.thewealthlifestyle.com/
This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-retirement-discussing-estate-planning-for-retirement
Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.
Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.
Learn More: https://www.onelessworry.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-teacher-403b-plans
Pete Tychsen is the President and founder of Preservation Financial Group in Tallahassee.
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:
• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren
Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.
Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.
Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.
Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com
This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-time-bucketing-in-retirement
Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.
Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.
Learn More: https://www.onelessworry.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-founder-of-one-less-worry-discussing-taxes-in-retirement
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.
Learn more: http://www.thewealthlifestyle.com/
This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions
Pete Tychsen is the President and founder of Preservation Financial Group in Tallahassee.
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:
• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren
Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.
Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.
Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.
Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com
This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-having-a-retirement-income-plan-in-writing
Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.
Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.
Learn More: https://www.onelessworry.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-social-security-claiming-options
Chi Odogwu is the founder of The Bulletproof Entrepreneur™, where he helps companies drive growth through AI integration and practical business strategies. A former consultant at PwC and Renaissance Capital, Chi brings over 15 years of finance and management experience to his work with business leaders. He’s a regular contributor to WSJ, Success Magazine, CNET and Forbes, specializing in AI operations, business growth, and wealth building. When he’s not helping clients leverage AI to boost revenue, Chi creates animated stories that make business lessons more engaging.
Learn more: https://bulletproofentrepreneur.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chi-odogwu-founder-of-the-bulletproof-entrepreneur
Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.
Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.
Learn More: https://www.onelessworry.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-estate-planning-in-uncertain-times
Pete Tychsen is the President and founder of Preservation Financial Group in Tallahassee.
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:
• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren
Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is the author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.
Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.
Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.
Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com
This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-a-balanced-retirement-strategy
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.
Learn more: http://www.thewealthlifestyle.com/
This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-income-plan-to-last-a-lifetime
Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.
Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.
Learn More: https://www.onelessworry.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-taxes
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.
Learn more: http://www.thewealthlifestyle.com/
This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-fees-fiduciary-relationship
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.
Learn more: http://www.thewealthlifestyle.com/
This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement
Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.
Learn more: http://www.thewealthlifestyle.com/
This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-navigating-retirement
Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives.
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-building-wealth-that-lasts
Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives.
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-selecting-the-right-financial-planner
Gail R. Kulas, self-described as an “itchy sweater” – helping people become more comfortable being uncomfortable – is a dynamic force in the world of business strategy, education, and personal development. As the founder of Leading to Unlock, LLC, Gail has dedicated her career to unlocking the potential within individuals and organizations, delivering over $75 million in project benefits to date.
With an impressive academic background, Gail holds a Bachelor of Science in Executive Management, a Master of Science in Communication & Information Management, and an MBA in Entrepreneurship & Innovative Practices. Her expertise is further bolstered by an array of certifications, including Six Sigma Black Belt, ISO 9000 Lead Assessor & Auditor, Change Manager, Coach, and LEGO® SERIOUS PLAY® facilitator.
Gail’s professional journey spans diverse industries, including retail, financial services, aerospace, and manufacturing. Her experience at The LEGO Group as a Senior Manager of Business Excellence and Continuous Improvement Consultant showcases her ability to drive strategic initiatives and foster organizational growth. Her innovative approach, integrating “play” into business through the LEGO® SERIOUS PLAY® methodology, has resulted in better solutions and buy-in at all levels of organizations.
Currently, Gail serves as an Assistant Professor of Business at CT State College-Northwestern, where she educates students in Strategic Management, Human Resource Best Practices, Entrepreneurship, Communication, Change Management, Critical Thinking, and Problem-Solving. In her consulting workshops, she playfully introduces herself as the CFO – Chief Fun Officer – reflecting her belief that learning and growth should be engaging and enjoyable.
Gail’s contributions have not gone unnoticed. She has received numerous accolades, including the VIP Woman of the Year by the National Association of Professional Women, the Pinnacle Professional Award by the Continental Who’s Who Organization, and the Bay Path University Young Alum Leadership Award.
Beyond her professional accomplishments, Gail is passionate about empowering others. She previously led the Women’s Employee Resource Group at ING (now Voya) and continues to be an advocate for women in business.
Despite her extensive experience and accolades, Gail remains approachable and down-to-earth. An introvert at heart, she understands the importance of balancing public engagements with quiet reflection time. This self-awareness informs her teaching and consulting approach, allowing her to connect with people where they are and create a comfortable space for growth and learning.
Gail’s toolbox is “vast and wide,” filled with strategies and techniques she’s eager to share. She believes in the power of unlocking potential from within and sees herself not as a salesperson but as a guide ready to help those who seek her expertise.
Learn More: https://leadingtounlock.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gail-kulas-ceo-of-leading-to-unlock-author-of-your-life-on-a-sticky-note
Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives.
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.
Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.
Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc
Learn More: https://www.investherfiduciarysolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning
Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibilities that lay ahead.
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.
In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.
Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.
In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.
When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.
In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.
If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.
Learn More: https://planwithbob.com/
Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC. and Simplified Wealth Management, Inc are separate entities from LPL Financial. Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-building-your-perfect-financial-house
https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge
William (Liam) Thurman II, fondly known as America’s Financial Coach, has revolutionized the field of financial consulting and coaching for over thirty years. His journey is marked by relentless achievement and unwavering dedication. As a top producer and the CEO of Legacy Consultants LLC, Liam has consistently driven success, establishing himself as a leading figure in the industry.
Liam’s expertise extends beyond the boardroom. As an international and national speaker, he has inspired countless individuals with his compelling insights and strategies. His literary contributions, including the renowned “Babe Ruth Bucket” series and “The Closer’s Edge,” a part of the Exception to the Rule Series, offer invaluable wisdom for financial planning and sales mastery.
In 1991, Liam founded the Making the Difference (MTD) Foundation, an international outreach program committed to making a positive impact in the lives of young people both in the United States and around the world. This foundation underscores his dedication to fostering change and supporting communities globally.
Despite retiring in 2016, Liam’s influence endures as he continues to coach and train over 7,500 financial agents weekly. His collaborations with top leaders in the coaching and speaking communities highlight his ongoing dedication to promoting growth, excellence, and resilience.
Liam’s personal life is as blessed and fulfilling as his professional one. Happily married to Angela Thurman, they share a blended family of nine children and sixteen grandchildren. Liam’s legacy is a testament to his dedication not only to his career but also to his family and community.
Now, Liam wants to share his blueprint for success with you. Through his books and coaching, you’ll gain education and motivational strategies that will elevate your professional and personal life. He will guide you to define your goals, develop a strong sense of purpose, and embrace the sacrifices necessary for continual excellence. With Liam by your side, you’ll discover the courage to achieve never-ending triumphs and make a lasting difference in the world.
Explore Liam’s books, courses and additional resources today and join him in making a difference in the world of finance and beyond. Connect with him through his website, social media profiles, or join his mailing list to stay updated on his latest insights and endeavors. Embrace the opportunity to learn from a true industry leader and be inspired by his journey and commitment to excellence.
Learn More: http://mastertheclosersedge.com/book
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge
Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing, and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan.
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/
Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-never-running-out-of-money-in-retirement
Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.
She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate of Penn State University in Business.
She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation, and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.
Learn more: https://www.rfsny.com/
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income
Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests.
A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective.
Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.
Learn more: https://firstfinancial.is/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/greg-welborn-principal-with-first-financial-consulting
Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan.
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/
Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-protecting-your-retirement-funds
Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.
She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate from Penn State University in Business.
She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard.
Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.
Learn more: https://www.rfsny.com/
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-qualified-funds-how-is-too-much
Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income.
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.
She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA and a graduate from Penn State University in Business.
She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and
London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.
Learn more: https://www.rfsny.com/
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-guaranteed-income-streams
Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three k
Learn More: https://summit-rs.com/
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary reflects the personal opinions, viewpoints and analyses of the author, Jay Forgione, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness. This content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way does Foundations guarantee its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-how-taxes-impact-retirement
Founded in 2009, Summit Retirement Solutions, is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three kids
Learn More: https://summit-rs.com/
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary reflects the personal opinions, viewpoints and analyses of the author, Jay Forgione, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness. This content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way does Foundations guarantee its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planning-buckets
Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three kids
Learn More: https://summit-rs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planners-vs-traditional-wealth-management-firms
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.
Learn More: https://www.mybrb.financial/Wealth
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-guaranteed-income
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.
Learn more: https://olininsuranceadvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-niche-markets
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.
Learn More: https://www.mybrb.financial/Wealth
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are. Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-market-risk
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve your specific outcome.
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.
Learn More: https://www.mcdowell-agency.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-401k-rollovers
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget, while working ethically and doing what is morally right.
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget, while working ethically and doing what is morally right.
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets
Chris is a CPA/retirement strategist/basketball coach/husband/father!
He is been assisting clients with tax and retirement income strategies for over 25 years, He loves what he does and wants to assist as many people as possible.
Learn More: https://innovatemyplan.com/
Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-annuities-income-planning
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.
Learn more: https://olininsuranceadvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.
Learn More: https://www.mybrb.financial/Wealth
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-long-term-care
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.
Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.
Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.
Learn More: https://www.keatsgroup.com/
Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.
Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-frame-maps
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as a Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.
Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.
Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.
Learn More: https://www.posteritylegal.com/
THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-relationship-generational-wealth
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-tax-free-retirement-solutions
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.
Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.
Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.
Learn More: https://www.keatsgroup.com/
Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients
Chris is a CPA/retirement strategist/basketball coach/husband/father!
He has been assisting clients with tax and retirement income strategies for over 25 years, he loves what he does and wants to assist as many people as possible.
Learn More: https://innovatemyplan.com/
Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-tax-risk
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.
Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-core-4
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have come before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget while working ethically and doing what is morally right.
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants’ expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO, and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract.
C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-life-insurance
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.
Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-embracing-the-code
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.
Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-path-principles
Chris is a CPA/retirement strategist/basketball coach/husband/father!
He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible.
Learn More: https://innovatemyplan.com/
Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk
Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about living a healthy, fit and prosperous life so he can bless his family and leave a legacy. For the last 15 years he has been in the medical industry supporting Doctor’s in providing the highest quality products and services to their patients. Alfonzo is an avid traveler who loves to visit exotic destinations, scuba dive, kite board, play golf, and drive fast cars.
Learn More: https://alfonzo360.com/alfonzo-alexander
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alfonzo-alexander-medical-education-specialist
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.
Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.
Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.
Learn More: https://www.keatsgroup.com/
Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve people’s specific outcome.
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.
Learn More: https://www.mcdowell-agency.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-roth-conversions
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset
As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. He currently lives in Montgomery County, Maryland with my two daughters ages 11 and 17. He currently specializes in Optimal Income Strategies, that assures his clients pay less in income taxes while providing a Guaranteed Income streams for Life. His Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. He is a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).
Learn More: https://wealthywayfinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-life-insurance-fits-into-retirement
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget, while working ethically and doing what is morally right.
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract.
C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-retirement-planning
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.
Learn more: https://olininsuranceadvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance
As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. Maurice currently lives in Montgomery County, Maryland with my two daughters ages 11 and 17. He currently specializes in Optimal Income Strategies, which assures his clients pay less in income taxes while providing Guaranteed Income streams for Life. His Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. He is a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).
Learn More: https://wealthywayfinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, and protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. They take pride in helping achieve your specific outcome.
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies, they can provide a more personal level of attention and care. He looks forward to seeing you.
Learn More: https://www.mcdowell-agency.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-guaranteed-income
As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters ages 11 and 17. I currently specialize in Optimal Income Strategies, that assures my clients pay less in income taxes while providing a Guaranteed Income streams for Life. My Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. I am a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).
Learn More: https://wealthywayfinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-guaranteed-income
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.
Learn more: https://olininsuranceadvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-luke-harrisonhttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
About The Authors
Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses her ability to draw out authentic stories to help entrepreneurs become published authors. As the founder of Author Writer’s Academy, Marjah is dedicated to transforming hearts and minds by sharing empowering stories. An adventurer at heart, she travels the world by plane, boat, camel, and more, continuously stepping outside her comfort zone and into courage. Marjah sees the potential in people to make an impact and won’t let you disappear until your story is lived and told.
JJ Villar, Confidence Transformation Coach, is a motivational speaker, transformational coach, and creative artist dedicated to helping people reach their full potential and reinvent themselves with confidence. Formerly a dancer with Cirque du Soleil and Tony Robbins’ Mastery University graduate, JJ now runs his own coaching practice focused on rebuilding courage, strengthening mindset, and rejuvenating energy to succeed in business and life. Originally from Colombia and now based in Miami, JJ brings an inspirational blend of artistry, psychology, and spirituality to his work, empowering personal growth and fulfillment.
Learn More: https://nextlifenext.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-quantum-courage-expert-marjah-simon-and-confidence-transformation-coach-jj-villar
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget, while working ethically and doing what is morally right.
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure.
Call them today or visit their website at https://www.ckhealthcareadvisors.com/
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-medicare
Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:
• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.
Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.
Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.
Outside of the financial world, Mehran enjoys walking, golfing, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.
Learn More: https://www.retirementap.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-rap-financial-discussing-market-loss-protection
Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest-growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions of themselves in every area. In 2017, Corey and his family relocated to Lexington, Kentucky where he now has dedicated himself to helping families and individuals all across the Midwest thrive with their retirement, and with their money.
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursuing his other life passion, which is bowling.
Learn More: http://www.kkandb.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-corey-baker-retirement-specialist-with-kkb-financial-services-discussing-using-insurance-for-retirement
James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, James is dedicated to providing clients with reliable and informed financial guidance. Outside of the office, he enjoys hiking, bike riding, and watching NFL football, balancing his professional life with a love for outdoor activities and sports.
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”
Learn more: https://edwardfinancialgroup.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-how-taxes-impact-retirement
Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions of themselves in every area. In 2017, Corey and his family relocated to Lexington, Kentucky where he now has dedicated himself to helping families and individuals all across the Midwest thrive with their retirement, and with their money.
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursing his other life passion, which is bowling.
Learn More: http://www.kkandb.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-corey-baker-discussing-sequence-of-returns-risk
Avadhi Dhruv is an International Bestselling Author, YouTuber, and Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships. Avadhi founded the brand, Avadhi.guru™ with the intention of bringing a holistic approach to businesses.
She finds fulfillment in helping entrepreneurs gain clarity and confidence in achieving their business dreams. Through her books and programs, Avadhi helps her clients create and execute on strategic plans for their businesses, where they have unlimited potential for growth in income, freedom in lifestyle, and a deep understanding of their worth as business owners. Her first bestseller, Inner Genius Outer Guru: A Heart-Centered Entrepreneur’s Guide to Unlimited Potential for Growth in Income and Freedom in Lifestyle without Burnout, was a huge success amongst entrepreneurs ready to create real income-generating businesses they love.
Today, Avadhi is a thought leader and world leader whose vision is to create a world of abundance and fulfillment by empowering heart-centered, conscious entrepreneurs to take their businesses to new heights. Her clients have included budding entrepreneurs to leaders of multi‐million dollar international businesses who have successfully made transformational changes in their businesses and lives.
Avadhi is the Chief Transformation Officer at Prabhat, a global brand and family-owned business with more than fifty years of success. In a few short years, she helped the Prabhat group of companies achieve multi-levels of top-line and bottom-line growth along with the ability to thrive in any kind of economic climate. Avadhi uses her skills and experience coupled with powerful transformational tools to help her clients create long-lasting business results. Avadhi was born in India and attended a residential school, a Gurukulam, which provided an environment of holistic education interwoven with spiritual practices. Upon moving to the United States, she attended Georgia Institute of Technology for her undergrad in Industrial and Systems Engineering. After graduating with honors, she moved to sunny San Diego, California, where she currently resides.
For more information about Avadhi, visit:
https://www.avadhi.guru/about-avadhi.html.
Subscribe to Avadhi’s YouTube channel here:
https://www.youtube.com/@AvadhiGuru
Learn more: http://www.avadhi.guru/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-avadhi-dhruv
Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions of themselves in every area. In 2017, Corey and his family relocated to Lexington, Kentucky where he now has dedicated himself to helping families and individuals all across the Midwest thrive with their retirement, and with their money.
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursing his other life passion, which is bowling.
Learn More: http://www.kkandb.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-corey-baker-retirement-specialist-with-kkb-financial-services-discussing-retirement-income-for-life
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.
Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.
Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.
Learn More: https://www.posteritylegal.com/
THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software
James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, James is dedicated to providing clients with reliable and informed financial guidance. Outside of the office, he enjoys hiking, bike riding, and watching NFL football, balancing his professional life with a love for outdoor activities and sports.
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”
Learn more:
https://edwardfinancialgroup.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-social-security
Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:
• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.
Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.
Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.
Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.
Learn More: https://www.retirementap.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-guaranteed-income
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as a Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.
Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.
Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.
Learn More: https://www.posteritylegal.com/
THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-relationship-generational-wealth
Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America’s best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and leading within his local community.
Learn More: https://www.myinsuranceprofessional.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.
Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.
Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.
Learn More: https://www.posteritylegal.com/
THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate
James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, James is dedicated to providing clients with reliable and informed financial guidance. Outside of the office, he enjoys hiking, bike riding, and watching NFL football, balancing his professional life with a love for outdoor activities and sports.
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”
Learn more: https://edwardfinancialgroup.comjames-edward-durden
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-living-a-tax-free-retirement
James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, James is dedicated to providing clients with reliable and informed financial guidance. Outside of the office, he enjoys hiking, bike riding, and watching NFL football, balancing his professional life with a love for outdoor activities and sports.
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”
Learn more: https://edwardfinancialgroup.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-where-to-start-with-retirement
Chase Insogna is an expert in tax planning and financial advisory with over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his growing experienced team help transform the financial futures of many valued clients through strategic tax planning and advisory services, with a large vertical in e-commerce businesses. His firm is renowned for being proactive, communicating timely, transparent pricing, and exceptional client service. Recognized recently by the Inc. 5000 Region List for 4 years , Chase and his team are dedicated to helping business owners achieve their own financial freedom, sharing practical advice and insights, and leveraging expertise for business growth.
Learn More: https://insognacpa.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chase-insogna-ceo-and-founder-of-insogna-cpa
Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:
• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.
Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.
Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.
Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, watching soccer, but above all, he loves spending quality time with his family.
Learn More: https://www.retirementap.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-risks-of-retirement
Robin Hills is a business psychologist and the director of Ei4Change. A company specializing in emotional intelligence for change in educational training, coaching, and personal development – focused around emotional intelligence, positive psychology, and neuroscience. Awarded “International Impact Company of the Year” – Award Winner by Dotcom Magazine in 2024. With the most comprehensive and detailed courses on emotional intelligence, Robin has taught and empowered more than 400,000 people across 195+ countries. He is an accomplished author and keynote speaker. Awarded “Best Transformative Emotional Intelligence Coach” – of the Year 2024, by The CIO Times, and “Men Leaders to Look Up To” by Passion Vista magazine. In early 2024, Robin was presented with an Honorary Doctorate in Advanced Studies in Psychology in recognition of his contribution to Emotional Intelligence training.
Learn More: https://ei4change.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-robin-hills-director-of-ei4change
Noëlle has been a former financial trustee for over 15 years turned trustee of the heart. She helps people to self-connect on a deeper level in order to uplift their relationships with others and step into their path of purpose.
She’s a visionary, energetic healer, philanthropist, small business owner, and animal & nature lover, who believes that global peace can be achieved by practicing to conquer fear with love, unifying our hearts, and taking action from oneness consciousness.
Noëlle became an animal behavior and communication specialist after adopting Dillie in 2005 — a beloved stray dog that she encountered on a beach in the Bahamas. She then founded Citydogs in 2007 — one of the first dog care, grooming, and training service companies in Zürich – alongside the DogRose charity in Romania in 2011 which rescues stray animals and unites them with children.
Noëlle was initiated by her enlightened master H.H. Sai Maa as a Magdalena energy practitioner in 2018 — a rite of passage that burns away ego in order to be of service.
Learn more: http://www.noelle.love/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-noelle-fueter-author-of-the-animal-code
Bradley is a Business Growth Coach. certified Value Builder, creator of The Rainmaker to Architect Assessment, and host of the Above The Business Podcast. Each week, he shows other entrepreneurs & business owners how to install the systems, processes, and routines their business needs to grow and scale. The ultimate outcome? Business owners have a successful business that creates the freedom and flexibility they desired from the start.
Bradley started his first business in 2009 with no customers, no leads and very little cash but he did have a desire to win and succeed. After being successful early in his career in sales, Bradley believed that his ability to be the Rainmaker for the business would be enough to grow and scale. That however, proved not to be the case.
From 2009 – 2014 after seemingly working around the clock. With young children at home, endless rescheduled appointments and tee-offs, and hitting an invisible barrier to personal and business growth, Bradley knew something had to change.
After a stress-related health scare at the age of 34, this change finally happened. Bradley began to build himself first as a leader, and then he focused on restructuring his business. He learned how to “architect” the business to work for him, not the other way around. This led him to design the ultimate operating system for business owners – BlueprintOS. This framework has empowered business owners to move successfully from rainmaker to architect in their business.
Learn more: https://www.blueprintos.com/assets
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bradley-hamner-creator-founder-of-blueprintos
I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the Vietnam War and devote time to helping other vets in need. I derive great satisfaction from allowing clients to benefit from my experience
Learn More: http://altmanadvisorygroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-legacy-planning
Daniel Foss (ChFC, CLU) is the CEO and Founder of Foss Financial Services LLP, a personal and business wealth advisory firm that specializes in estate and retirement planning. Daniel specializes in the structuring of financial strategies to maximize wealth preservation and minimize tax consequences for his clients. He has been serving Bay Area individuals and small business owners for over 25 years.
Learn more: https://fossfinancialservices.com/
Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services podcast is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be promoted on these podcasts. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-foss-with-foss-financial-services
I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the Viet Nam war and devote time to helping other vet’s in need. I derive great satisfaction from allowing clients to benefit from my experience
Learn More: http://altmanadvisorygroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-roth-ira-401k-and-iras
I have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPAs by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two grandchildren. I am a combat veteran of the Vietnam War and devote time to helping other vets in need. I derive great satisfaction from allowing clients to benefit from my experience
Learn More: http://altmanadvisorygroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-founder-of-altman-advisory-group-accumulation-phase-of-life-vs-distribution
An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry and professional services industry.
Learn More: https://www.knollcpa.com/
License#16945
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-business-structure
Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial statements.
Anthony realized early on that a truly rewarding career needed to include following his passions. But how to do this? As a Fulbright scholar, he spent time in the former Soviet Union and saw firsthand the changes brought about by the privatization of vast swaths of the regional economies. He also noted the great potential in building companies on the back of these changes and, for a time, was employed by Renaissance Capital in Moscow, Russia, working with entrepreneurs and natural resource companies. Upon graduating from the University of Washington, with a MA in international studies and a JD in law, he took a job at New York-based Skadden, Arps where he became immersed in commodity transactions. Anthony would later transition from Skadden to Firebird Management in New York where he worked in the Global Macro funds.
Anthony’s time at Firebird had a profound impact on his investment style. He realized that you can “get a call right” but the “timing wrong”. Investing, as much as anything, is about understanding the themes and ideas that shape our world, environment, and capital markets. It was this realization that helped to shape his views on identifying themes, thinking about liquidity, and ultimately making successful investment decisions. No one ever lost money selling for a gain! After leaving Firebird he went on to work with other major funds as a C-level executive specializing in global origination and investment processes. This time cemented his views on risk mitigation and liquidity.
After years in the asset management business, Anthony realized it was time to strike out on his own. Along with his business partner, Justin Cochrane, he founded and took public several companies. To date, he has helped raise over a billion dollars for listed companies on various exchanges around the globe. In a sense, this was Act Two of his career.
All told, Anthony has served as a founder, advisor, director, executive, and investor. He now pursues investment ideas that make money and make the world a better place. That might mean investing in nickel as the key ingredient in batteries, carbon as a way of saving forests, copper for the electrification of things, artificial intelligence to help reduce the impact of farming on our environment — the list goes on.
Learn more: https://www.anthonymilewski.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-anthony-milewski-founder-of-the-oregon-group
An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts and being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry, and professional services industries.
Learn More: https://www.knollcpa.com/
License#16945
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting
An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry, and professional services industries.
Learn More: https://www.knollcpa.com/
License#16945
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-bookkeeping-strategy
Mr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.
Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.
Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.
Learn More: https://www.cfig-wealth.com/
Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk
Avadhi Dhruv is an International Bestselling Author, YouTuber, and Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships. Avadhi founded the brand, Avadhi.guru™ with the intention of bringing a holistic approach to businesses.
She finds fulfillment in helping entrepreneurs gain clarity and confidence in achieving their business dreams. Through her books and programs, Avadhi helps her clients create and execute on strategic plans for their businesses, where they have unlimited potential for growth in income, freedom in lifestyle, and a deep understanding of their worth as business owners. Her first bestseller, Inner Genius Outer Guru: A Heart-Centered Entrepreneur’s Guide to Unlimited Potential for Growth in Income and Freedom in Lifestyle without Burnout, was a huge success amongst entrepreneurs ready to create real income-generating businesses they love.
Today, Avadhi is a thought leader and world leader whose vision is to create a world of abundance and fulfillment by empowering heart-centered, conscious entrepreneurs to take their businesses to new heights. Her clients have included budding entrepreneurs to leaders of multi‐million dollar international businesses who have successfully made transformational changes in their businesses and lives.
Avadhi is the Chief Transformation Officer at Prabhat, a global brand and family-owned business with more than fifty years of success. In a few short years, she helped the Prabhat group of companies achieve multi-levels of top-line and bottom-line growth along with the ability to thrive in any kind of economic climate. Avadhi uses her skills and experience coupled with powerful transformational tools to help her clients create long-lasting business results. Avadhi was born in India and attended a residential school, a Gurukulam, which provided an environment of holistic education interwoven with spiritual practices. Upon moving to the United States, she attended Georgia Institute of Technology for her undergrad in Industrial and Systems Engineering. After graduating with honors, she moved to sunny San Diego, California, which is where she currently resides.
For more information about Avadhi, visit:
https://www.avadhi.guru/about-avadhi.html
Subscribe to Avadhi’s YouTube channel here:
https://www.youtube.com/@AvadhiGuru
Learn more:
https://www.avadhi.guru/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-avadhi-dhruv-international-bestselling-author-youtuber-and-business-guru
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.
Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.
Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.
Learn More: https://www.cfig-wealth.com/
Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk
Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.
Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.
Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.
Learn More: https://www.cfig-wealth.com/
Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk
Tyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives.
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources.
Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.
For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.
Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.
If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.
Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.
Learn More: https://brokerschoice.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-annuity-hero
Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients.
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.
What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.
Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.
Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.
If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.
Learn More: https://jpfinancialgroupllc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-401k-tips-and-strategies
Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients.
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.
What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.
Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.
Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.
If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.
Learn More: https://jpfinancialgroupllc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-concerns-for-women-in-the-medical-profession
Tyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur.
Tyrone has had an amazing career that has touched thousands of lives.
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books.
Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.
For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.
Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.
If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.
Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.
Learn More: https://brokerschoice.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-bca-special-programs
Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head.
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:
Learn More: http://www.abrighter-future.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-financial-consequences-of-foreclosure
Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head.
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:
Learn More: http://www.abrighter-future.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-emotional-consequences-of-foreclosure
As an artist, author, and consultant, her purpose is to inspire and empower. Robin’s passion is to reach beyond what is expected because of someone else’s definition of who she should be or what she can do and help others do the same.
Learn More: https://www.steelwhispers.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-robin-hesselgesser-speaker-coach-author-founder-of-steel-whispers
Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head.
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:
Learn More: http://www.abrighter-future.com
Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-understanding-the-foreclosure-process
Tyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives.
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.
For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.
Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.
If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.
Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.
Learn More: https://brokerschoice.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america
Over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them understand their benefits and helping them to retire with a sound and stable plan.
Learn More:
https://www.linkedin.com/in/cameron-bryant-48b51014/
Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-founder-of-found-revenue-solutions-senior-retirement-specialist-at-federal-employees-services-association
With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our dedication and devotion to our clients. Old-school sensibility and service combined with up-to-date expertise.
Learn More: https://arthurcoheninsurance.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-annuities
He was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as he can recall, He has always strategized when it comes to Finances. He loves helping families get out of Debt with my program and helping them plan a robust retirement plan. Shawn has run tons of debt-elimination illustrations and designed a lot of retirement income plans.
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-risks-of-retirement
Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head.
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:
Learn More: http://www.abrighter-future.com
Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-how-to-prevent-your-house-from-going-into-foreclosure
I was a missionary for 10 years after which I got married and felt led to start serving people in their finances. I have always had a knack for money talk and helping people. As far back as I can recall, I have always strategized when it comes to Finances. I love helping families get out of Debt with my program and helping them to plan a robust retirement plan. I have run tons of debt-elimination illustrations and designed a lot of retirement income plans.
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-debt-elimination
Shawn was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as I can recall, he has always strategized when it comes to Finances. He loves helping families get out of Debt with my program and helping them plan a robust retirement plan. Shawn has ran tons of debt-elimination illustrations and designed a lot of retirement income plans.
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-retirement-pitfalls
With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our dedication and devotion to our clients. Old-school sensibility and service combined with up-to-date expertise.
Learn More: https://arthurcoheninsurance.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-long-term-care
Cody Askins is a speaker, entrepreneur, author of Zero To Six Figures, and Creator of the Cody Askins YouTube Channel which has amassed over 119,000 subscribers. Cody Askins owns & operates 8 companies totaling more than $20,000,000 in annual revenue. CA is also the founder of The 8% Nation Conference, the industry’s largest event for all insurance agents to attend.
Learn more: https://8percentnation.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-cody-askins-ceo-of-caboom-leads-8-percent-nation
Aleksander stands out in the financial landscape for his deep expertise in complex Qualified Plan models and innovative Financed Charitable Gifting techniques. Catering to a sophisticated clientele of business leaders, high-wage earners, and high-net-worth individuals, Aleksander has masterfully orchestrated tax savings exceeding $60 million.
With a career spanning over a decade as a wealth creation strategist, Aleksander is on a mission to empower his clients to safeguard and enhance their wealth using Advanced Pension Plans and Charitable Gift Financing strategies. As a dynamic serial entrepreneur, seasoned venture investor, and trusted advisor, Aleksander applies his extensive firsthand experience to offer practical, impactful wealth-building strategies.
Aleksander is the mastermind behind the Pre-Tax Wealth Creation Blueprint—a comprehensive, step-by-step framework designed to significantly boost tax savings, reinforce asset protection, and accelerate personal wealth growth.
His fluency in English, Russian, and Korean allows him to serve a diverse range of clients effectively. Aleksander is known for his straightforward personality, results-driven focus, and out-of-the-box thinking. These qualities have cemented his reputation as a “financial surgeon” of creative solutions for wealth creation, making him a sought-after strategist in the financial domain.
Learn more: https://wealth-excel.com/ | https://cgf101.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-aleksander-dyo-managing-director-of-wealth-excel
Aldo Venturacci is a devoted special needs dad and an expert in creating long-term financial security for families with special needs children. His professional journey is deeply intertwined with his personal experiences, giving him a unique perspective on the financial challenges and solutions that these families encounter.
Driven by a passion to ensure every child has access to the necessary resources for a secure future, Aldo focuses on developing financial strategies that enhance stability and longevity. His approach goes beyond traditional financial advice, emphasizing sustainable practices that maintain essential government benefits while building a robust financial foundation.
Aldo is also a proactive advocate and educator, regularly hosting seminars and webinars to empower parents with the knowledge they need to manage their finances effectively. Through his work, he aims to provide families with the tools and confidence to secure their financial future, allowing them to focus on what matters most—raising their children with the assurance of stability and support.
Learn More: https://aldoventuracci.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-aldo-venturacci-life-insurance-advisor-discussing-financial-planning-for-families-with-special-needs-children
With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our dedication and devotion to our clients. Old-school sensibility and service combined with up-to-date expertise.
Learn More: https://arthurcoheninsurance.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-policy-review
As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.
Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.
Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.
Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.
Learn More: https://oxfordadvisorygroup.com/
This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group
Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief-in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.
Learn More: https://www.oppfinancial.com/
Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification
Kevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head.
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; they’re a lifeline, a bridge to a brighter future by offering you choices.
Learn More: http://www.abrighter-future.com
Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-their-more-money-for-you-program
Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group.
Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church.
Learn More: https://www.stephenngfg.com/
The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth
Michael has been working in wealth management for over 25 years. He holds a Series 65 license and an Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.
Learn More: https://www.oppfinancial.com/
Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-purpose-vs-performance-fiduciary-concerns-purpose-driven-accounts
Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group.
Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church
Learn More: https://www.stephenngfg.com/
The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth
Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.
Learn More: https://www.oppfinancial.com/
Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy
Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group.
Stephen is married, has 3 children, and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist
Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church
Learn More: https://www.stephenngfg.com/
The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-how-to-grow-protect-retirement-wealth
Liam is the author of 5 books and is the CEO of LCI consultants & owner of the BRB brand and the Exception to the Rule Brand.
30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents.
Founder of the MTD Foundation outreach ministry. Married to Angie and they have 9 kids blended family with 16 grandchildren.
Learn More:
https://lcitaxfreeretirement.com/
https://www.facebook.com/groups/thebaberuthbucketsysyem
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-ceo-of-the-babe-ruth-bucket-system-for-agents
Paul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the past 8 years, Paul has played a pivotal role in assisting clients in generating over $50,000,000 in fees and commissions.
He is the author of multiple books including The Short Book Formula: A Financial Professional’s Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and his upcoming book: From author to Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul has emerged as a leading authority for financial professionals. His works, blending insights on authorship, and authority-based marketing systems, serve as a cornerstone for those aiming to attract high-value clients.
Learn more: https://www.theshortbookformula.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.
Learn More: http://www.xexiswealth.com/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.
Learn More: http://www.xexiswealth.com/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.
Learn More: http://www.xexiswealth.com/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-understanding-critical-concerns-of-retirement-planning
Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients.
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.
What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.
Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.
Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact on the lives of those she serves.
If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey toward financial success and empowerment.
Learn More: https://jpfinancialgroupllc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-guaranteed-income-for-women-in-retirement
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-new-website-loweryourtaxestoday-com
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-5-ds-of-exit-planning
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling, and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning-tax-mitigation
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020.
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.
Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.
Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-business-insurance
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More:
https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, Social Security, longevity (never running out of money), the high cost of aging impact on investments, and protecting a legacy for her client’s children. She uses her extensive knowledge as well as a team of specialists to provide cutting-edge resources in an ever-changing environment. She knows that God blesses us daily with the gift of life and the opportunity to make a difference in the world. Each new relationship in her business and personal life is meant to be cherished.
Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.
Learn More: http://www.kimberlypohler.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-taxes-impact-retirement
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020.
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.
Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.
Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-buy-sell-agreement-strategies
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020.
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.
Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.
Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-key-person-insurance
Leisa trains entrepreneurs how to use public speaking as a SOUL FILLING business growth strategy. As a self-proclaimed “Talk Doula” she facilitates the birth of new talks all around the world in her “Get Your Talk Ready to Rock” sessions.
Throughout her years of working with speakers, the most frequent confessions she hears are: “I’ve always wanted to be a speaker,” but “I’m still working on my talk,” and “I’m not sure where to get booked.” It is her mission to collaborate with her clients so they can quickly and easily create their talks and deliver them to audiences that are a right fit.
Leisa has booked and delivered over 600 speaking engagements, is a 7-time author, podcast host and was awarded an Honorary Doctorate. Although she has both a Bachelor’s and a Master’s Degree in Speech Communication, she assures her clients those degrees are NOT required in order to be a speaker. She is a mom, a wife, a dog-lover, and loves live rock concerts.
Learn more: https://getspeakinggigsnow.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leisa-reid-founder-of-get-speaking-gigs-now-ceo-of-the-international-speaker-network
Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004 he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun is fortunate to be surrounded by his 3 amazing daughters and loves to enjoy a glass of red wine with his beautiful wife.
Learn More: http://www.fullfocusfinancial.com/
Investment advice offered through Desert Rose Capital Management, Inc. (“DRCM”) a Registered Investment Advisor. Insurance and annuity products are offered through Full Focus Financial and Insurance Services, a licensed insurance agency, DRCM and Full Focus Financial and Insurance Services are not affiliated.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-enhancing-a-company-retirement-plan
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, Social Security, longevity (never running out of money), the high cost of aging impact on investments, and protecting a legacy for her client’s children. She uses her extensive knowledge as well as a team of specialists to provide cutting-edge resources in an ever-changing environment. She knows that God blesses us daily with the gift of life and the opportunity to make a difference in the world. Each new relationship in her business and personal life is meant to be cherished.
Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna and, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.
Learn More: http://www.kimberlypohler.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-life-insurance-fits-into-retirement
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, Social Security, longevity (never running out of money), the high cost of aging impact on investments, and protecting a legacy for her client’s children. She uses her extensive knowledge as well as a team of specialists to provide cutting-edge resources in an ever-changing environment. She knows that God blesses us daily with the gift of life and the opportunity to make a difference in the world. Each new relationship in her business and personal life is meant to be cherished.
Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.
Learn More: http://www.kimberlypohler.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-5-risks-of-retirement
Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun is fortunate to be surrounded by his 3 amazing daughters and loves to enjoy a glass of red wine with his beautiful wife.
Learn More: http://www.fullfocusfinancial.com/
Investment advice offered through Desert Rose Capital Management, Inc. (“DRCM”) a Registered Investment Advisor. Insurance and annuity products are offered through Full Focus Financial and Insurance Services, a licensed insurance agency, DRCM and Full Focus Financial and Insurance Services are not affiliated.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-company-retirement-plan-maintenance
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free.
Learn More: https://vwminc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-preparing-for-the-unexpected-in-retirement
Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun is fortunate to be surrounded by his 3 amazing daughters and loves to enjoy a glass of red wine with his beautiful wife.
Learn More: http://www.fullfocusfinancial.com/
Investment advice offered through Desert Rose Capital Management, Inc. (“DRCM”) a Registered Investment Advisor. Insurance and annuity products are offered through Full Focus Financial and Insurance Services, a licensed insurance agency, DRCM and Full Focus Financial and Insurance Services are not affiliated.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-unknown-flaws-in-company-retirement-plans
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free.
Learn More: https://vwminc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement
Ronald’s narrative unfolds as a testament to resilience, self-discovery, and an unyielding dedication to helping others achieve financial success. Born into a modest family, he embraced the values of hard work and resourcefulness from an early age. Ronald’s initial journey led him to the nursing field, where he dedicated eight years of his life working alongside physicians in mid-size to large hospitals.
Within the bustling healthcare environment, Ronald observed the intricate interplay between healthcare professionals and the financial intricacies of running a medical practice. Inspired by the physicians he collaborated with, he developed a keen interest in the financial aspects of their work. However, he soon realized that merely being part of the healthcare system did not guarantee financial security.
Motivated by a desire for financial independence, Ronald sought guidance from financial companies, hoping to leverage their expertise in planning his path to autonomy. Unfortunately, he encountered barriers in the form of fees that seemed counterproductive to his financial goals.
Rather than succumbing to discouragement, these challenges fueled Ronald’s determination to take control of his financial destiny. Undeterred, he embarked on a journey of self-education, attending events and seminars to gain insights into personal finance, investment strategies, and retirement planning. Along the way, Ronald forged valuable partnerships with industry leaders, including Transamerica Corporation and Covered California, gaining a deeper understanding of financial practices across various industries.
While working with large financial institutions, Ronald realized that the industry lacked a company that could seamlessly combine financial solutions, financial literacy, and collaboration among financial professionals, mirroring the collaborative nature of the medical field. In 2017, he founded Curious Finance, driven by a mission to address these gaps and provide proactive consulting services.
Ronald’s transformation extended beyond personal gain; it became a mission to empower others. Recognizing the lack of financial literacy among peers and the younger generation, he became a Certified Financial Education Instructor with the National Financial Educator’s Council (NFEC), equipped to share his knowledge with those eager to navigate the complexities of personal finance.
His community-oriented approach led him to engage with young entrepreneurs in the Bay Area, serving as a judge for the Network of Teaching Entrepreneurship. Collaborating with business partners, he conducted personal finance workshops for students at California State University East Bay (CSUEB) and UC Davis, contributing to the financial education of the next generation.
Ronald’s commitment to financial education expanded as he joined the NFEC’s Personal Finance Speakers Association, broadening his reach and influence. His dedication to continuous learning is evident in his regular consumption of financial literature, keeping him at the forefront of industry trends.
Beyond his professional endeavors, Ronald is a man of diverse interests. He finds joy in traveling, attending sports events, and actively engaging in community volunteering, including initiatives for clean communities and blood donation. He passionately supports impactful community foundations.
Yet, amidst these varied pursuits, Ronald cherishes moments spent with his wife and two children, especially during family travels and shared experiences. His story is one of transformation, from navigating hospital corridors as a healthcare professional to becoming a Business Financial Consultant dedicated to empowering individuals, families, businesses, and communities. Ronald’s journey reflects not only personal growth but also a profound commitment to sharing the knowledge acquired along the way, ensuring that others can also chart their paths to financial prosperity.
Learn more: https://www.curious-finance.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ronald-flores-founder-ceo-of-curious-finance
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free.
Learn More: https://vwminc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.
Learn More: http://CLUWealthAdvisors.com
Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations
As a 32-year veteran of the military, Ericka E. Kelly has seen and experienced it all when it comes to transitioning from a military career to civilian life. Her latest book, “Take Charge of Your Military Transition,” is a guide for transitioning military members who are seeking clarity and guidance during this pivotal time in their lives.
Ericka E. Kelly wrote this book to provide a different roadmap for military members who want to transition well from their military careers and find incredible civilian opportunities. With her extensive experience and knowledge, she aims to empower her readers to navigate this transition with confidence and determination.
She is uniquely qualified to help transitioning military members reach their goals. With her background as the Senior Enlisted Advisor to the Chief of the Air Force Reserve and Command Chief Master Sergeant for the Air Force Reserve Command, she offers valuable insights and practical advice.
Additionally, as a European Mentoring and Coaching Council (EMCC) Master Coach, she is an iconic mindset expert. With her Certificates as a John C. Maxwell speaker, trainer, and licensed DISC trainer and consultant, she brings a wealth of expertise in communication skills and personality styles.
Her civilian professional background includes serving as a Senior Special Agent for the Departments of Justice and Homeland Security. Notably, Ericka was honored by the United States Congress for her invaluable contributions to the nation’s security.
Ericka E. Kelly’s educational achievements include a bachelor’s degree in criminal justice and a master’s in business administration.
Learn More: https://erickakellyenterprises.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ericka-e-kelly-author-global-professional-speaker-executive-coach-and-leadership-trainer
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.
Learn More: http://CLUWealthAdvisors.com
Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-tax-efficient-investing
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.
Learn More: http://theclu.com/
Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-founder-of-clu-wealth-advisors-discussing-inheritance-positioning
James has been a business owner, a mentor, and an entrepreneur for over 28 years.
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”
James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.
James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.
With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.
Learn More:
https://www.yoursafemoneypeople.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-guaranteed-income
James has been a business owner, a mentor, and an entrepreneur for over 28 years.
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”
James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.
James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.
With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.
Learn More:
https://www.yoursafemoneypeople.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-life-insurance-fits-into-retirement
James has been a business owner, a mentor, and an entrepreneur for over 28 years.
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”
James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.
James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.
With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.
Learn More: https://www.yoursafemoneypeople.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-taxes-impact-retirement
It’s only natural that Kevin A. Guttman helps people with reverse mortgages. He’s been around real estate practically his whole life. His parents were realtors and investors in southern California. Kevin grew up tagging along with his dad to look at properties, and he learned early on what makes a good real estate investment.
As he got older, Kevin and his brothers began fixing up properties for their father, and eventually Kevin began managing them.
But before he began his own career in real estate, Kevin started on his life-long path of helping others. He spent years in the ministry and in the non-profit world. He traveled the country to raise money for projects in the developing world, helping people have clean water, medical clinics, schools, and enterprise loans to build businesses.
Since 2004, Kevin and his team have helped hundreds of homeowners get mortgages, with a close rate 50% above the industry average.
So why reverse mortgages? It’s all about helping people live the retirement lifestyle they deserve. Kevin says he’s met with so many seniors who are house-rich and cash-poor. They have no pension, they’re relying on Social Security, and many are working well past retirement age because they’re worried about their financial future. Kevin believes it’s his mission to inform and educate people, give them honest Reverse Mortgage In Denver answers and advice, and help them consider their options.
On the home front, Kevin and his wife Sabrena have been married since 1988. They have five children and one grandchild. He’s proud of all of them, and he’s also proud that his customers like to tell him he treats them like family.
Learn more: http://www.reversemortgagerevolution.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-guttman-reverse-mortgage-specialist
His new book “Unlock The Sales Game” has become an instant best-seller among business owners and entrepreneurs across the globe.
Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review.
As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing process with endless “chasing”, has been completely re-invented and anchored in the timeless values of integrity and trust – through Trust-Based Selling.
In his best-selling book, “Unlock The Sales Game”, Ari describes his revolutionary sales approach based on getting to the truth and why having a mindset of focusing on deep trust, instead of “the sale” – is ironically, 10 times more profitable.
Ari Galper has been on a mission for the last decade to change the world through trust, starting with the sales and business world.
Learn more:
http://www.unlockthegame.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ari-galper-the-worlds-1-authority-on-trust-based-selling
Jessper Maquindang (pronounced MAWK-WIN-DANG) is the owner of FamiLEAD Management Consulting, which helps leaders and managers build stronger teams. With over 12 years of experience improving the effectiveness and productivity of many teams, including American Ring Travel and Junior Chamber International, he enjoys finding ways to inspire collaboration and camaraderie. Despite growing up with asthma, Jessper has become a 12-time marathon runner.
Learn more: http://www.famileadconsulting.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jessper-maquindang-owner-of-familead-management-consulting
Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.
It is Jonathan’s main focus to build his practice based off of honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.
Learn More:
http://www.leonardfs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-protected-income
Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.
It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.
Learn More:
http://www.leonardfs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-market-risk
Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide his clients with access to all of the best products available with holistic strategies to tie everything together into one comprehensive plan.
It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.
Learn More: http://www.leonardfs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-longevity-risk
Dr. John is a 3-Time Martial Arts Hall of Fame inductee, 2-Time Best-Selling Author, and international speaker, coach, and trainer committed to helping individuals and organizations become World-Class Masters of Who They Are and What They Do. He is a 2021 recipient of the Presidential Lifetime Achievement Award and was recently named as one of the Brainz 500 Global Leaders & Influencers of 2023.
Learn more:
https://www.beablackbeltleader.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-terry-the-black-belt-leader
Founder of ClientsBlackbox.com. He helps large retirement planning firms triple their revenue using his wildly profitable virtual marketing system.
Learn more:
http://clientsblackbox.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox
Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always their clients and their financial stability, which is why they listen to their objectives and design innovative, personalized strategies that meet their unique needs.
The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.
At AAA Life Solutions, They always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do their due diligence to ensure that they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.
They provide peaceful solutions in uncertain times.
Learn More: https://aaalifesolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets
Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.
He has spent his career consulting with successful business owners and high-net-worth families.
Learn More: https://spencervfo.com/
Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning
Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always their clients and their financial stability, which is why they listen to their objectives and design innovative, personalized strategies that meet their unique needs.
The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.
At AAA Life Solutions, they always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do their due diligence to ensure they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.
We provide peaceful solutions in uncertain times.
Learn More:
https://aaalifesolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear
Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Model Consultant.
He has spent his career consulting with successful business owners and high-net-worth families.
Learn More: https://spencervfo.com/
Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners
Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs.
Their focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.
At AAA Life Solutions, they always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do our due diligence to ensure that they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.
They provide peaceful solutions in uncertain times.
Learn More:
https://aaalifesolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-the-black-swans-of-life
Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with the investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.
He has spent his career consulting with successful business owners and high-net-worth families.
Learn More: https://spencervfo.com/
Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model
Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, he’s made it his mission to help as many people avoid spending down all their assets to pay for care as he can through creative planning strategies. Ryan resides in St. Charles, Missouri, and enjoys hockey, music, and his two dogs.
Learn More:
https://www.careincomeadvisors.com/
https://calendly.com/careincomeadvisors
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities
Liz is the founder of Pursuit, a consultancy firm transforming healthcare organizations into digital leaders by helping them to better engage with patients through digital communication strategies, programs, and awareness campaigns. Liz was previously Director of Marketing for Digi International before venturing out in 2013 as a healthcare marketing entrepreneur, building a base of small clients, and eventually signing on her previous global company as her own client! Today, Pursuit directs clinical research recruitment initiatives for Fortune 500 pharmaceutical organizations, leads public awareness campaigns around health epidemics, and builds advocacy programs for medical device companies. Liz has spoken at many conferences, including Technori on bringing the right role players/team members together in entrepreneurial projects, and her articles on company culture and technology have been published in The Muse, The Guardian, and Fast Company.
Learn more: https://www.pursuitof.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-liz-presson-founder-of-pursuit
Don Graves is the president of the Housing Wealth Institute and an Adjunct Instructor at the American College of Financial Services. He is one of the nation’s leading educators on incorporating reverse mortgages into retirement income planning. Don has been quoted in Forbes Magazine, featured on PBS, and is a sought-after professional speaker whose workshops are helping advisors and their clients determine if a reverse mortgage is right for them.
Learn more:
http://www.housingwealth.net/ and http://www.dongraves.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-graves-president-of-the-housing-wealth-institute-discussing-serving-financial-advisors-with-reverse-mortgages
Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets to pay for care as I can through creative planning strategies. Ryan resides in St. Charles, Missouri, and enjoys hockey, music, and his two dogs.
Learn More: https://www.careincomeadvisors.com/
https://calendly.com/careincomeadvisors
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-aging-in-place
Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets to pay for care as I can through creative planning strategies. Ryan resides in St. Charles, Missouri, and enjoys hockey, music, and his two dogs.
Learn More: https://www.careincomeadvisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-dementia-care
Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.
He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.
John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.
Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.
John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.
Learn More:
https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-martin-of-compass-wealth-strategies-discussing-using-life-insurance-for-retirement
I started in Retirement Preservation Planning 22 years ago as the Tech Bubble started moving towards a meltdown and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation financial manager as my Father was the Regional Director of the Nation’s largest Brokerage firm. I saw an alarming lack of expertise when it came to transitioning people from the asset accumulation phase to the asset preservation and distribution phase of retirement. At Wealth Pilots we are dedicated to helping clients make the critical decisions necessary to avoid the unnecessary and avoidable risks of
retirement such as longevity risk, market risk, and tax strategies to maximize income.
Learn More: https://www.wealthpilots.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-5-risks-of-retirement
Mason Carhart is a Financial Advisor from Southern Oregon with a heart for small communities. Mason graduated from Crater High School, and then from the University of Oregon with a Master’s degree in Applied Economics. Mason spends his days visiting clients and working with local Community Leaders such as Eagle Point Rotary and Medford Parks and Recreation Foundation. He has a wife and two dogs. He enjoys working with leather, hiking, and camping in his spare time.
Learn more:
https://www.linkedin.com/in/mason-carhart-479346211/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mason-carhart-financial-advisor
John Briggs is not just known for his expressive t-shirts, but for going against the big 4 Accounting firms with his “new workday normal” Rockstar business culture and jaw-dropping quarterly revenue increases of 492%!
But how did he do it? Many people have been dying to know John’s secrets. Fear not, because he recently composed all his stellar business advice, from epic failures to his greatest successes, into his new book, The 3.3 Rule – A New Workday Normal.
Through his 12+ years of Entrepreneurship he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new business owners are forced to deal with. Entrepreneurs can quickly become stressed and often, sadly, give up on the mission that they set out for because of burnout. In much the same way that the body needs blood to survive, our economy needs small businesses, the economy’s lifeblood, to stay healthy and grow more resilient.
John Briggs is a man on a mission! A mission to give entrepreneurs a new workday standard, so they avoid burnout and stay in business. The 3.3 Rule book showcases how to make more, by working less. He “walks the walk” by battling against the traditional CPA culture of “overwork, underpaid, pay your dues and suffer while you’re at it” mentality by providing his team with this same new workday normal, even during busy tax season!
Learn more:
https://incitetax.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-briggs-founder-and-ceo-of-incite-tax
Justin Cooke co-founded the company Empire Flippers, a leading marketplace for buying and selling online businesses.
He’s also a co-founder at WebStreet, an innovative investment platform that pairs successful online entrepreneurs with passive investors looking for cash flow.
Learn more:
https://empireflippers.com/ | https://webstreet.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-justin-cooke-co-founder-of-empire-flippers
Brady Jensen is a multifaceted professional who has traversed the realms of tech sales, product marketing, and entrepreneurship, but his true passion lies in bridging the often contentious gap between sales and marketing.
Hailed as Inside Sales Rep of the Year at Jive Software, Brady’s natural sales success was evident from the start. However, his wandering eye for product marketing was ever-present. His journey through various roles led him to a profound revelation: Sales teams consistently distrusted Marketing’s directives due to a lack of alignment with external market realities.
In response, Brady founded Aggregate Insights in 2018, a groundbreaking venture aimed at rectifying this pervasive issue. His mission was clear – to empower companies to validate their assumptions through direct, primary source research involving market experts and buyers. The ultimate goal was to harmonize the efforts of sales and marketing, fostering an environment of collaboration and driving business success.
Learn more:
https://aggregateinsights.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brady-jensen-founder-of-aggregate-insights
Paul is a seasoned independent Wealth Manager with a focus on providing retirement income planning requirements for people to live their desired lifestyle. Another specialty is helping Business Owners with Exit Planning Strategies to maximize this important asset. A devoted outdoors enthusiast living in the Western US as an avid skier and biker, Paul resides in Boise with new wife Anne and spends time with their children and also participates in Motorsports activities as a race official and writer.
Learn More:
https://seglund.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-seglund-with-pacific-coast-wealth-builders
Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that he still owns producing over 17,000 seminars across the nation for financial advisors.
Learn More: https://www.linkedin.com/in/kim-magdalein-6ab03817/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-mitigate-taxes-in-retirement-for-their-clients
Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that he still owns producing over 17,000 seminars across the nation for financial advisors.
Learn More: https://www.linkedin.com/in/kim-magdalein-6ab03817/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-reimagine-social-security-for-their-clients
Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that he still owns producing over 17,000 seminars across the nation for financial advisors.
Learn More: https://www.seminarsforless.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-get-clients-with-seminars
From 1979 to 1984 I owned a small transportation company in Southern California. I lost my business partner in a tragic auto accident. Unfortunately had an “Unfunded” Buy-Sell agreement and I was forced to sell our company to pay his family and fulfill my partnership obligation. I have leveraged this experience and other life events to assist my clients and colleagues since 1984.
Since 1984, I have been a licensed Life Insurance, Long Term Care and Disability Income Specialist. Additionally, I am an RIA, Registered Investment Advisor representative working with Individuals, families and small business owners concerned with protecting those they love, care about and are responsible for. I focus on the design and implementation of protection and wealth accumulation strategies.
Investment Advisory Services are offered through Cornerstone Securities LLC.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-stratton-principal-of-sms-insurance-financial-services-importance-of-life-insurance
Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning.
My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts and proven financial strategies have weathered even the most volatile of hard times.
Learn More:
https://www.greenlinefinancialservices.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-silent-retirement-killers
Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning.
“My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts and proven financial strategies have weathered even the most volatile of hard times.”
Learn More:
https://www.greenlinefinancialservices.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-inflation-and-the-fed-rate-hikes
Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning.
My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts, and proven financial strategies have weathered even the most volatile of hard times.
Learn More:
https://www.greenlinefinancialservices.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-subtle-risks-to-our-success-in-retirement
Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by clients. He has established a client-focused business culture in which he spends time getting to know his clients, listening to them attentively, understanding them, and building a long-term relationship as a true trusted adviser.
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.
He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.
Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.
Learn More:
https://www.harvestwealthplan.com
The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon information considered reliable. Although, it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-mitigating-risks-in-retirement
Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by clients. He has established a client-focused business culture in which he spends time getting to know his clients, listening to them attentively, understanding them, and building a long-term relationship as a true trusted adviser.
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.
He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.
Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.
Learn More:
https://www.harvestwealthplan.com
The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon information considered reliable. Although, it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to a subject covered.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-how-to-know-how-much-money-is-enough-for-retirement
Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by clients. He has established a client-focused business culture in which he spends time getting to know his clients, listening to them attentively, understanding them, and building a long-term relationship as a true trusted adviser.
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.
He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.
Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.
Learn More:
https://www.harvestwealthplan.com
www.MoneyYourSlave.com
The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon information considered reliable. Although, it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-retirement-planning-for-christians
Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.
He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?
Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.
Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.
“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”
Learn More:
http://www.honorshield.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-aging-insurance
“Dynamic professional Wesleyne Whittaker, with over 20 years of experience working with global corporations, combines scientific knowledge with behavioral-based strategies to empower sales teams to excel.”
Wesleyne Whittaker is an accomplished sales strategist, leadership coach, and thought leader with over 15 years of experience in sales and sales leadership roles. With a passion for personal branding and breaking barriers to success, Wesleyne has delivered winning sales strategies for B2B organizations. Known for expertise in sales coaching techniques and building sales enablement cultures, Wesleyne empowers high-performing teams and resolves customer challenges through problem-centric training. With a focus on leadership development, equity, diversity, and inclusion in sales, and strategic marketing, Wesleyne offers valuable insights for achieving sustainable growth. As a sought-after speaker and consultant, Wesleyne excels in navigating complex sales processes and delivering exceptional value to clients.
Learn more:
https://www.transformedsales.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wesleyne-whittaker-sales-strategist-with-transformed-sales
Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.
He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?
Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.
Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.
“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”
Learn More:
http://www.honorshield.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-widows-are-firing-their-husbands-financial-advisor-at-an-alarming-rate
Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.
He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?
Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.
Morris found a better way, a win-win solution that more American’s could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.
“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”
Learn More:
http://www.honorshield.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.
Learn More: http://www.xexiswealth.com/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-long-term-care-considerations
As a Financial Advisor at Wealth Design Group, she is motivated by helping single women and their families in her community develop and achieve financial goals that are unique to their financial picture. More specifically, she specializes in financial planning, retirement accounts, business retirement plans, gifting or giving strategies, education funding, debt management, social security income planning, and portfolio management. She constantly keeps her clients’ best interests in mind when making recommendations and developing a solid financial plan for their goals and needs. She strives to be a woman’s caring and knowledgeable advocate throughout the journey of reaching her financial independence.
She has served in the financial industry since 2008. As a single mother, her own experiences led her to a career in the financial services industry to help women achieve financial wellness and advise them on their holistic financial picture. She finds it fascinating when her clients share their diverse backgrounds and stories with her and developing long-lasting relationships with them makes her desire for their success even stronger.
Sharda currently lives in Salinas with her husband, Nate, and their dogs. When she is not servicing her clients, she enjoys volunteering with the Salinas Downtown Rotary Club, Serving on the board of Tatum’s Garden Foundation, training her dogs, exploring the outdoors, and spending time with her new granddaughter.
Learn more:
https://www.wealthdesigngroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sharda-ryan-financial-advisor-with-wealth-design-group
Hailing from Staten Island, NY, and now nestled in central Connecticut, Steven Calascione AKA Steve Class, is a force in the entrepreneurial world. With adventures spanning over 30 countries and depths explored as a passionate scuba diver, his zest for life parallels his business acumen. In just three years, Steve founded and propelled three service-based businesses beyond the million-dollar revenue mark. Yet, his greatest pride lies in “Success with Class”, his coaching agency. Guided by experience and drive, Steve’s mission is clear: to pave the way for emerging entrepreneurs, ensuring their journey to success is as riveting as his own. Dive into Steve’s narrative and discover success achieved with true Class.
Learn more:
https://www.linkedin.com/in/steven-calascione-7121b3a8/
https://www.instagram.com/steveyclass/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steve-calascione-founder-of-success-with-class
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge he purchased the family business which he operated for 7 years.
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking and discovering new restaurants.
Learn More:
http://www.xexiswealth.com/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-social-security-claiming-options
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.
In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.
He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.
Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.
On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.
Learn More:
http://www.xexiswealth.com/
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-e-a-s-e-planning-process
Bryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of!
Knowledge is Power! Education is Key! Consequently, many who have worked for small & large companies have set aside millions of dollars. Bryan helps clients ensure their savings last throughout their lifetime & create a legacy if they desire for their heirs!
Learn More:
https://shieldyourretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-hiring-a-financial-advisor
In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives.
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.
Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients.
Fred strives to be the first person clients call when life changes happen.
In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.
Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.
Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.
Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association and others.
A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.
Learn More:
https://www.cavufinancial.com
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-choosing-a-financial-coach
Kaitlyn Laney is a highly accomplished and dedicated Certified Financial Planner who has committed her life to guiding individuals and families through the intricate landscape of finance. With more than a decade of experience and a remarkable track record, she has positively impacted the lives of the families she serves by incorporating a holistic approach to wealth management.
Born and raised in the vibrant Bay Area, California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. Growing up as the eldest of three daughters in a single-parent household, she witnessed firsthand her mother’s remarkable efforts to provide for the family while juggling two jobs. These formative experiences instilled in Kaitlyn a deep appreciation for the value of hard work, resourcefulness, and financial responsibility.
Kaitlyn pursued her academic ambitions at the prestigious W.P Carey School of Business at Arizona State University, where she excelled both in the classroom and in Athletics. During her time at ASU Kaitlyn acted as the starting goalie for the ASU D1 water polo team while also making it on the Dean’s list. Graduating with a degree in Finance, she embarked on a successful career, honing her expertise at reputable institutions such as Vanguard and Fidelity. In 2017, Kaitlyn achieved the distinguished title of Certified Financial Planner, a testament to her dedication to maintaining the highest ethical and fiduciary standards.
Passionate about delivering tailored financial planning strategies, Kaitlyn specializes in implementing sophisticated asset allocation techniques that align with her client’s unique circumstances and financial goals. By understanding their risk tolerance, time horizons, and investment objectives, she constructs well-diversified portfolios that optimize returns while minimizing risks. Moreover, Kaitlyn’s expertise extends to asset location, a crucial aspect of wealth management often overlooked by many. By strategically placing assets in taxable and tax-advantaged accounts, she maximizes tax efficiency, reducing the overall tax burden for her clients while enhancing long-term wealth accumulation. Her in-depth knowledge of tax-efficient investment approaches ensures that clients can keep more of their hard-earned money and achieve their financial aspirations more efficiently.
Outside of her professional endeavors, Kaitlyn loves her role as a devoted wife and mother. For the past six years, she has shared a strong partnership with her loving husband, Max, and together they cherish the joy of raising their six-month-old son, Landon. Kaitlyn and her family also prioritize giving back to their church community and actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.
By skillfully balancing the demands of a thriving career with the joys of motherhood, Kaitlyn serves as an inspiration for those seeking harmony between personal and professional aspirations. Her unwavering dedication, coupled with her compassionate approach, ensures that she makes a lasting difference in the lives of her clients while also nurturing the bonds that matter most to her.
Learn more:
https://www.mytrekwealth.com/staff/kaitlyn-laney/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-laney-financial-advisor-with-trek-wealth-solutions
CRO leading Domain’s 500-person commercial team. Stanford MBA/MA, Global Director at Google and Uber, McKinsey consultant. Worked in the U.S., Europe, Australia, and Africa.
Oversaw record revenue growth at Google and Uber (e.g., multiplying cloud channel revenue into the billions as global lead) and market share/ARPU at Domain. Led large teams around the world (e.g., 300+ people at Google and 500+ at Domain across sales and technical roles). Trusted advisor, caring manager, and Stanford MBA who embraces both the strategic and operational. University of New South Wales Co-Op Scholar, Stanford Arjay Millar Scholar, and McKinsey Practice Olympics winner.
Deep expertise in establishing 3-Way marketplaces: Creating outsized value for customers, win-win solutions for the partners, and engaging careers for the team.
Learn more:
https://www.domain.com.au/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-foong-cro-of-domain
Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.
He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.
John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.
Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.
John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.
Learn More: https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-roadblocks-to-a-successful-retirement
Matt Seefeld joined MedEvolve as EVP and Head of Effective Intelligence in 2017, bringing with him more than 20 years of management consulting experience in the healthcare industry. He has extensive expertise in assessing, designing, and implementing process improvement programs and technology development across the entire revenue cycle.
Matt began his career with Stockamp & Associates, Inc. (now Huron Consulting) and worked for both PricewaterhouseCoopers LLP and Deloitte Consulting LLP in their healthcare and life sciences practice lines. In 2007, he developed an intelligent workflow automation and analytics solution and founded Interpoint Partners, LLC, where he served as Chairman and Chief Executive Officer. He sold the company to Streamline Health in 2011 and continued as a senior executive.
In 2019, Matt founded and developed a free mobile app, My Life Link, which offers a sober community to those suffering from addiction.
Learn More:
https://medevolve.com/
https://www.mylifelinkapp.com/
https://www.linkedin.com/in/matt-seefeld-521319/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matt-seefeld-executive-vice-president-at-medevolve-inc-founder-of-mylifelink
Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibilities that lay ahead.
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.
In his mother’s words, “education is money in the bank.” She teaches nurses to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.
Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.
In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.
When Bob became an advisor, it was a no-brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.
In 2016, Bob contributed a chapter to best-selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, and Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers-themed bar that’s perfect for Sunday Night Football.
If you’re looking for Bob at 6:30 or 7 p.m. on a weeknight, more often than not, he’s prepping for a case or making phone calls. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.
Complimentary Power of Attorney
Help with business valuation
Complimentary Second Opinion, investment review/analytics.
Learn more:
https://planwithbob.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-discussing-social-security-claiming-options
Introducing Mark, the financial planner at Second Comma, a trusted partner in striving for financial success. Mark helps his clients navigate the complexities of personal finance, ensuring they make informed decisions to secure their financial future. By following Mark’s advice, couples can gain control over their finances, start saving for their dream home, and even plan for their children’s education.
Mark’s dedication to empowering his clients to transform their financial lives.
Learn more:
https://www.second-comma.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-hansen-financial-planner-at-second-comma
In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred deeply understands they all need to work together in his client’s financial lives.
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.
Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.
In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA from the University of Akron.
Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.
Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.
Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.
A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.
Learn More:
https://www.cavufinancial.com
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-401k-strategies
With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it.
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.
Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians, and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.
Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance, and securities behemoths, thanks to his unwavering dedication to success and client service.
Since 1995, he has been managing his own retirement planning practice. Over the past two decades, he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning, and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.
Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.
For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.
So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.
He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.
As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.
“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-objectives-for-bond-allocations
Cory Roberson serves as the Founder/CEO of FIN Compliance (FinCompliance.io), a comprehensive consortium specializing in compliance, consulting, and training management solutions tailored to assist boutique investment firms in structuring, maintaining, and enhancing their internal regulatory review programs.
In collaboration with partner brands like FIN Disclosure, Lancer, and Auditor, Cory addresses compliance, consulting, disclosure, and training challenges within the broader financial services ecosystem. This ecosystem encompasses investment advisors, Broker-Dealer (hybrids), auditors, and financial service consultants.
Cory is a member of the National Association of Insurance and Financial Advisors (NAIFA). His firm, FIN Compliance, has earned recognition with the National Association of Personal Financial Planners (NAPFA), the Association of African American Advisors (ÁAAA), Kitces.Com Advisor Tech Directory, and has been featured in various articles in Financial Planning Magazine.
Cory has also been a featured speaker at notable events, where he has engaged in discussions such as “RegTech & The Current State of the Compliance Ecosystem” at the FinTech Diaspora Forum, sponsored by Prohaus VC, The Fintech School, and Innovate the Next. Additionally, he has spoken on “RegTech: Re-Engineering Compliance for Wealth Managers and Financial Advisors” during the ICO4Impact Virtual Summit, sponsored by Beyond Capital Markets. His previous publications include an article titled “Raising the Bar for Compliance: 10 Tips for Practice Management,” which was featured in a Financial Planning Association – Silicon Valley (FPA) newsletter in 2014.
Impact:
Over the course of 15 years, Cory has devoted his time to volunteering with three church ministries, school programs, and currently a youth-based organization in Fairfield (“Leaders of Men”). As a part his past global projects, Cory has held business sessions and classroom instruction for students in South Korea, China, South Africa, Thailand, Peru, and India. In alignment with his book, “From Student to Entrepreneur: Making the Transition to Business,” Cory is a dedicated design strategist with a fervent commitment to creating a space for innovation, ministry, creativity, and business.
Learn more:
https://fincompliance.io/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance
Justin, with a blend of military and corporate leadership, catalyzed the expansion of Cybeats as Chief Operating Officer and brings nearly 20 years of strategic and operational expertise, underscored by decorated service as a senior officer in Special Operations Forces.
Learn more:
https://www.cybeats.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-justin-leger-chief-operating-officer-with-cybeats-discussing-sbom-studio
I started in Retirement Preservation Planning 22 years ago as the Tech Bubble, started moving towards a meltdown, and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation financial manager, as my Father was the Regional Director of the Nation’s largest Brokerage firm. I saw an alarming lack of expertise when it came to transitioning people from the asset accumulation phase to the asset preservation and distribution phase of retirement. At Wealth Pilots, we are dedicated to helping clients make the critical decisions necessary to avoid the unnecessary and avoidable risks of retirement such as longevity risk, market risk, and tax strategies to maximize income.
Bill says: “At Wealth Pilots we believe your Retirement Plan should include a Flight Plan for all possible conditions. This stands for Future, Lifetime, Increasing Income, Growth, Hedging and Taxes.”
Learn More:
https://www.wealthpilots.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan
Jeff Buehner is the world’s foremost expert on the writings of the richest man to ever walk the earth – Sultan Musa of Mali. For 25 years, Jeff has used historical lessons in wealth-building to help his clients take control of their lives, manage their feelings, and achieve their dreams. Jeff recently authored The Sultan’s Seven Secrets to help spread his knowledge and lessons to a worldwide audience.
Learn More:
https://sultans7secrets.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-buehner-author-of-the-sultans-seven-secrets
Troy Thompson is the owner and founder of Angel Of Freedom Financial. He works with a proactive team of specialists who provide tremendous value in the areas of tax, law, wealth management, risk management, estate planning, and business development. This holistic approach multiplies and accelerates current plans, and identifies areas for enhancement.
Troy has over 28 years of investment and insurance experience. As an active-duty Registered Nurse, he started his finance experience as a client in 1995. After Troy’s retirement account was cut in half the second time in 2008, he realized the limitations of the conventional approach. This led to a journey of personal discovery and investigation of alternatives that resulted in his current practice of offering a Virtual Family Office.
Learn more:
https://aoffinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial
Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.
We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.
Learn More:
https://mansfieldfs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance
In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives.
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge sized” practice.
Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.
In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.
Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.
Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family and associates.
Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association and others.
A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.
Learn More:
https://www.cavufinancial.com
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. Any comments made here are general and not intended to provide ERISA, tax, legal or investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation
Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning.
Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.
Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.
Learn More:
https://cooktaxandretirement.com/
Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-how-taxes-impact-retirement
Ron Cook Jr. is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.
Learn More:
https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies
Linda is a lifetime entrepreneur, international best-selling author, and accomplished musician. Growing up with 7 highly competitive brothers, she learned the importance of standing out by learning how to play the piano. Her early business lessons led her to become a professional musician at the age of 14, and within a few years led to her traveling around the world with multiple artists. Developing skills in promotions led to pre-selling 3,000,000 units and earning a triple platinum award for her work on Janet Jackson’s comeback album, 1814 Rhythm Nation. Linda’s success continued with independent promotion for the comeback tour of Barry White, “The Man is Back.”
Linda has a keen eye for identifying opportunities and a talent for turning them into profitable ventures, founding multiple 6-figure businesses, including Open Roads, a real estate brokerage, and her signature coaching business, Money Acceleration Plan. Her leadership skills and entrepreneurial spirit have proven to be a force to be reckoned with in the business world. Linda’s ability to find a need and fill it has been the key to her success, and staying relevant. She continues to inspire others with her innovative ideas with unwavering determination. Have fun building your business. Otherwise, why work that hard?
Mindset doesn’t just own your business; it also runs your life.
Learn More:
https://lindak360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-kaye-business-and-wealth-building-strategist
Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning.
Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.
Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.
Learn More:
https://cooktaxandretirement.com/
Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/ron-cook-jr-owner-of-rc-wealth-advisors-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-simple-retirement-strategy
Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning.
Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.
Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.
Learn More:
https://cooktaxandretirement.com/
Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-guaranteed-income
Ron Cook Jr is an independent fiduciary Investment Advisor Representative who helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs, and has an annual pass to Disney World where he and his wife got married.
Learn More:
https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC
Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-secure-retirement-strategies
Jamie McKibbin is a System Design Strategist who has been in the consulting industry for over 12 years. Jamie has a BS in Economics from the University of Pittsburgh. He’s co-founded 4 companies utilizing his experience in neural network mapping methodology. Jamie has worked with several Fortune 100 companies and exited his first business at the age of 31. He focuses on living by his core values of truth, honesty, hard work, and integrity to improve people’s lives wherever he goes. He is an avid traveler who enjoys health & fitness and giving back by supporting others to improve themselves in all forms.
Learn more about Jamie’s companies and gain access to free resources: https://jamiemckibbin.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jamie-mckibbin-system-design-strategist
Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.
Learn More: https://www.rcwealthadvisors.com/ & https://www.retirementmoneyschool.com/
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC
Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy
Stuart is a highly accomplished financial success consultant with a strong background in strategic business and a passion for helping families achieve financial independence. With an MBA in Strategic Business from Hofstra University, as well as a computer science degree and behavioral science minor from NYIT, Stuart possesses a unique blend of analytical skills and an understanding of human behavior, enabling him to provide holistic financial guidance to his clients.
Having entered the financial field in 1999, Stuart has accumulated extensive experience and expertise in the industry. He has dedicated his career to assisting families in becoming debt-free, protecting their income, and ultimately achieving financial independence. By conducting complimentary, customized, and confidential financial needs analyses, Stuart gains a comprehensive understanding of his client’s financial situations, allowing him to develop tailored strategies and recommendations.
Throughout his career, Stuart has consistently delivered exceptional results for his clients. Notably, he has successfully guided individuals toward maximizing their life insurance coverage and cash value, surpassing initial projections by substantial margins. Additionally, Stuart has assisted clients in creating personalized pension plans that ensure a lifelong income stream, safeguarding their financial security during retirement.
With his commitment to empowering families and his proven track record of delivering impactful financial solutions, Stuart has earned a reputation as a trusted and respected financial success consultant. He continues to make a positive difference in the lives of his clients, helping them build a strong financial foundation and achieve their long-term goals.
Learn how to make more money and get a complimentary, confidential, customized financial needs analysis and go to https://stuberg360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stuart-berg-financial-success-consultant
Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.
We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.
Learn More:
https://mansfieldfs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance
Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.
He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.
John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.
Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.
John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.
Learn More:
https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-business-tax-strategies
Albert is a seasoned entrepreneur with an impressive track record. As the author of two Amazon Best Sellers, he has solidified his expertise in the business world. Throughout his career, Albert has had the privilege of working alongside renowned mentors such as Grant Cardone, Bill Walsh, and Tony Robbins, among others.
With nearly four decades of experience in the industry, Albert has positively impacted the lives of over 25,000 business owners, saving them a staggering $60 million. His bestselling book, “Increases Profits while Drinking Coffee,” offers valuable insights and strategies to help businesses thrive.
When he’s not immersed in his work, you’ll likely find Albert trading pins at Disney World, indulging in one of his other passions. However, even during his downtime, his mind is constantly buzzing with ideas to empower business owners.
Albert’s groundbreaking program, the Cash Injection System, has revolutionized the way business owners think about their finances. By implementing his strategies, entrepreneurs can quickly and effectively increase their bottom line, putting more money in their pockets. With this financial freedom, business owners have the power to make a positive impact and change the world.
Get ready to unlock your business’s full potential and join Albert on this exciting journey toward success and prosperity & Inject Cash into your Business with No Stress and Capital.
Learn More:
http://albertc360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-albert-corey-cash-injection-specialist
He has lived in Charlotte since 1987 and has been protecting families and businesses since 2003. After 19 years of corporate industrial sales (and associated travel), He wanted to be more impactful and serve the concerns of the people who matter most, the people closest to home. His commitment started with health and life coverages and grew from there. He has a son, Matthew, who works for the Oakland Athletics.
He is active in his community and has been highly involved with the St. Gabriel Men’s Club (SGMC) for the past 27 years, including three years of leadership as President and three more years in other leadership roles. He is proud to be a part of the SGMC which raises money every year for those in need including, but not limited to, Little Sisters of the Poor, Charlotte Men’s Homeless Shelter, Alexander Youth Homes, and this year, Ukrainian Refugee Relief.
Under his leadership, Income Security Associates designs strategies for the protection of families, retirements, and businesses. They assure their clients that they are protected from financial disaster should the unthinkable happen.
Their planning strategies protect families when the breadwinner dies too soon or becomes sick and cannot earn to provide for them. They work with business owners to hedge many types of ownership risks and ensure that the business works for the owner. They work with retirees to keep them free of concern from market fluctuations, constantly changing interest rates, unpredictable tax environments, and most importantly, running out of money before they run out of days.
Their clients KNOW their future will be protected and free from anxiety. Income Security Associates is committed to the highest standards of integrity and professionalism. They engage with their clients to know and understand their current financial situation and ambitions. They work with only the highest-ranked carriers and organizations to guide clients to reach their financial goals. They are independent and beholden to no one company. This assures clients that they can be flexible to provide the best possible planning solutions for their specific needs and goals.
Learn More:
https://www.incomesecurityllc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pete-mussoni-founder-of-income-security-associates
Michael Ross spent 34 years with one of the largest banks on Wall Street and then became an independent Financial Advisor in 2021. He is the author of the Amazon Best Seller: The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick, as well as multiple Webinars and talks around portfolio management and financial advice. He co-founded the Academy of Certified Portfolio Managers and was instrumental in the creation of the Certified Portfolio Manager certification. He is a graduate of the United States Air Force Academy and has multiple other educational credentials.
Learn more:
https://mylatticewealth.com/ or https://justbuildwealth.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-ross-financial-advisor-with-lattice-wealth-management-group
Bryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of!
Knowledge is Power! Education is Key! Consequently, many of those who have worked for small & large companies have set aside millions of dollars. Bryan helps clients to make sure their savings last throughout their lifetime & creating a legacy if they desire for their heirs!
Learn More:
https://shieldyourretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-tax-qualified-plans
With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it.
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.
Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.
Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance and securities behemoths, thanks to his unwavering dedication to success and client service.
Since 1995, he has been managing his own retirement planning practice. Over the past two decades he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.
Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.
For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.
So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.
He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.
As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.
“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-how-to-protect-wealth
Steven is the Founder and Managing Partner of EmergeCounsel, whose mission is to provide a worldwide clientele with legal counsel on the protection of intellectual property and business assets at a lower price point than large legal firms.
In order to fulfill its mission, Steven developed systems-based approaches, which combine best-in-class legal technology for legal research and management with a strong empathetic human element.
Steven is especially passionate about brand protection where he developed TotalTM®, a proprietary trademark prosecution system that combines predictive search technology, powerful docketing software, and passionate and knowledgeable trademark counsel on a competitive flat fee.
Steve not only has decades of experience as counsel but also previously headed a successful educational technology start-up in which he served as Founder, CEO, and General Counsel for seven years. He was also a Senior Attorney for a Fortune 50 tech company. In part because of his combined experiences, he acts as general counsel to entrepreneurs and companies especially those in the eCommerce and SaaS space.
Steve is a member of IR Global, an international legal network, and through his involvement is able to service foreign businesses with US interests, as well as US businesses with foreign interests.
Steve has received many awards, including being named a Super Lawyer for three consecutive years (2021-2023).
Learn more:
https://emergecounsel.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-weigler-founder-and-managing-partner-with-emergecounsel
Coty Church is the Owner and Founder of Tap Energy LLC.
He has created a patent-pending micro hydroelectric generator for residential and commercial use that taps into the potential energy already present in people’s daily lives.
Learn more:
https://www.tapenergyllc.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-coty-church-owner-founder-of-tap-energy-winner-of-the-2023-regis-university-innovation-challenge
Brad is dedicated to helping clients create financial independence through a well-thought-out financial strategy for retirement. As a junior in high school, Brad knew he wanted to be a financial advisor and help others work toward their retirement dreams. He then went on to attend Eastern Michigan University and graduated with his Bachelor’s Degree in finance.
Following college, he spent the first decade of his career with a regional consulting firm, honing his skills. He went on to open his own firm and focus on his love of providing retirement advice. With more than 17 years of experience working with retirees and those near retirement, Brad enjoys connecting with clients and prospects by conducting informational seminars and workshops in the community.
Brad is a very family-centered person. In November of 2021, Brad and his wife Angie welcomed their first child, Eleanor Grace. Also, a part of the family is rescue dogs Lucy and Ocque. When out of the office, Brad enjoys golfing, taking the dogs to the park, and creating memories with his family.
Learn More:
https://jonesretirement.com/
Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a Financial Services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an Investment Advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to Investment Advisor requirements.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brad-jones-founder-and-financial-advisor-with-jones-retirement-advisors
With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it.
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.
Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians, and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.
Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance, and securities behemoths, thanks to his unwavering dedication to success and client service.
Since 1995, he has been managing his own retirement planning practice. Over the past two decades, he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning, and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.
Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.
For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.
So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.
He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the west coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.
As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.
“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-annuities
A native of Columbia, SC, Ben is a Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.
He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.
Ben has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.
Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.
He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.
Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, their two wonderful daughters Anna & Kate, and their dog Sophie. He loves traveling, spending time with friends and family, and helping his clients win.
Learn More:
https://www.ready2retire.net/
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire-discussing-preserving-black-wealth
Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for his employers he uncovered how tax-advantaged income benefits businesses and, by extension, individuals.
Black Pearl is offering a free book on Social Security retirement strategies ($15 value) for the first 10 people to schedule consultations.
Learn more: https://www.myblackpearl.co/
T: 1-310-974-3255
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-college-planning-tips
Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friends” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high level of intensity and passion to whatever he’s doing in any given moment.
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial well-being. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.
Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them. We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.”
Nic’s relationship with God and his family is at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.
“Giving me all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.
“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”
Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and underprivileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.
Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and families secure and preserve their wealth
Learn More: https://www.njmnwa.com/
General
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions and makes no representations or warranties about the accuracy, reliability, completeness, or timeliness of the content, and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nicolas-j-mcleod-wealth-preservation-specialist-navigating-fed-rate-hikes-that-impact-retirement
Kirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff analysis along with economic analysis for energy projects such as backup generation, co-generation, solar energy, and energy efficiency. Kirk’s deep expertise in the area of Energy Consumption and Strategic Use allows him to provide utility rate and tariff analysis and cost savings for DCI’s clients. In addition, Kirk oversees the marketing of the firm’s CORE and Tax Solutions to current and prospective clients. Kirk received his B.S. in Electrical Engineering from San Diego State University.
Learn more:
https://www.dcisolutions.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kirk-conole-partner-and-chief-operating-officer-with-dci-solutions
A native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.
He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.
Ben has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.
Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.
He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.
Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, their two wonderful daughters Anna & Kate, and their dog Sophie. He loves traveling, spending time with friends and family, and helping his clients win.
Learn More:
https://www.ready2retire.net/
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire-discussing-annuity-strategies
Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high level of intensity and passion to whatever he’s doing in any given moment.
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.
Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them. We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.”
Nic’s relationship with God and his family are at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.
“Giving my all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.
“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”
Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and under-privileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.
Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and families secure and preserve their wealth
Learn More:
https://www.njmnwa.com/
General
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions and makes no representations or warranties about the accuracy, reliability, completeness, or timeliness of the content, and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nicolas-j-mcleod-wealth-preservation-specialist-discussing-asset-allocation-design-for-retirement
Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high level of intensity and passion to whatever he’s doing in any given moment.
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.
Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them.”
We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.
Nic’s relationship with God and his family are at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.
“Giving me all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.
“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”
Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and underprivileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.
Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and families secure and preserve their wealth
Learn More: https://www.njmnwa.com/
General
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nicolas-j-mcleod-wealth-preservation-specialist
Sherry grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get up and push on. Sherry thinks it’s that kind of determination that enabled me to work for Premier Wall.
Street firms and Fortune 500 companies in business development. In fact, one of her greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. She learned a lot about the fundamentals of building a successful online business and that’s what she wants to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.
Today, her mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!
Learn More:
https://savvywomenandwealth.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-selecting-the-best-niche-to-market-to
A native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™ President, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.
He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.
Benjamin has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.
Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.
He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.
Benjamin splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, their two wonderful daughters Anna & Kate, and their dog Sophie. He loves traveling, spending time with friends and family, and helping his clients win.
Learn More: https://www.ready2retire.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire
Grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get up and push on. Sherry thinks it’s that kind of determination that enabled me to work for Premier Wall.
Street firms and Fortune 500 companies in business development. In fact, one of her greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. She learned a lot about the fundamentals of building a successful online business and that’s what she wants to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.
Today, her mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!
Learn More:
https://savvywomenandwealth.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-overcoming-the-fear-of-sales
Mr. Cargill graduated from the University of Nebraska – Lincoln in 2014 with a Bachelor of Science in Business Administration. His primary focus was Accounting. He also emphasized Economics and Spanish.
Mr. Cargill joined LPL in 2022 after two years with a similar firm. There he oversaw 50 retirement plans: coordinating and conducting their annual plan reviews, fund analyses, and other administrative tasks. He also provided portfolio management and financial planning services to individual clients. Prior to his financial career, David spent five years with a non-profit organization, where his responsibilities included fundraising, recruiting, and supervising of team members. David’s business studies, along with his broad scope of management and networking skills, have created a solid foundation for his career in financial services and the development of long-term client relationships.
Learn More: https://cst-lpl.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-cargill-financial-advisor-with-lpl-financial
Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing additional designations in ChFC and CLU, Gary remains at the forefront of industry knowledge.
“We take a personalized approach to help individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.”
Learn More: https://mansfieldfs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-annuities-101
Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors.
Probably the greatest gift I provide for my clients when they retire is a good night’s sleep.
Learn More: https://www.BrookeQuinn.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-retirement-consultant-james-haass-discussing-life-insurance-for-retirement
Bryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of!
Knowledge is Power! Education is Key! Consequently, many of those who have worked for small & large companies have set aside millions of dollars. Bryan helps clients to make sure their savings last throughout their lifetime & creating a legacy if they desire for their heirs!
Learn More: https://shieldyourretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-retirement-planning
Grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But I was determined to create a better and more fulfilling life for myself and I’ve been able to do that with the gift of perseverance and resilience.
I’ve had my share of knocks, but I always get up and push on. I think it’s that kind of determination that enabled me to work for premier Wall Street firms and Fortune 500 companies in business development. In fact, one of my greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. I learned a lot about the fundamentals of building a successful online business and that’s what I want to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.
Today, my mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!
Learn More: https://savvywomenandwealth.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-the-importance-of-having-a-business-plan
Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep.
Learn More:
https://www.BrookeQuinn.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-retirement-consultant-james-haass-discussing-fixed-income-annuities
Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives.
She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are.
The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.
Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”
She is a Diplomat and Fellow of the Clinical Hypnotherapy Board and is listed in “America’s Best Therapists.”
Connect with Dr. Miriam Divinsky
https://www.Miriam360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-the-game-of-success
Over 40 years in financial services, including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors.
Probably the greatest gift I provide for my clients when they retire is a good night’s sleep.
Learn More:
https://www.linkedin.com/in/james-haass-aa611377/ or http://www.brookeandquinn.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-james-haass-retirement-income-specialist
Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives.
She helps her clients synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” who they really are.
The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.
Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”
She is a Diplomat and Fellow of the Clinical Hypnotherapy Board and is listed in “America’s Best Therapists.”
Connect with Dr. Miriam Divinsky
https://www.Miriam360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-conscious-living
Jacques Skuteeki is a McGill graduate in Economics and Marketing. Started his career in sales and then got his first dream job in the pharmaceutical industry. Then, his interest was to get into Hospital Supplies so he could learn about group purchasing, his next step was to discover the world of Diagnostics; quickly after he became a Marketing Manager and then got a sales Manager position. At that point, he needed a break from the corporate world and decided to take a 6-month Sabbatical and backpack to Asia and visit six countries and then fell in love with Bali in Indonesia. That is when he convinced himself to never live in a winter country anymore or work for anybody. That day, he decided to become an entrepreneur. So, he started to get involved in Network Marketing with health-related products, but now he needed to learn how to network.
Jacques decided to be a member of BNI with their weekly breakfast meetings. Became a director opening new chapters in the French part of Montreal and training the officers to run those chapters and build memberships. Meanwhile, he was working on his Goal to live 12 months per year under the sun. So, he got involved in Landmark education learning how to create possibilities, and had his breakthrough in one of their seminars! As he spread the news of his dream, his best friend was working with a manufacturer of fancy foods.
Jacques got introduced and several had the interest to expand into the West Coast market, Next thing you know, he is on a plane headed for California attending the Fancy Food Shows building a great import/export business under the sun far away from winter working hard and having a blast. Then 911 hit us by surprise and his profit margins went down overnight because of the trade exchange. Now he had a new problem creating a new possibility in his life. He had samples or inventory in a warehouse and had no idea what to do with them. So, he got into the gift basket business and got into the world of trade and barter. This is America’s Best Kept Business Secret. Now, he trades his excess inventory into purchasing power. Then, for the next 15 years as a barter member, he moved to marketing and landed up running his own barter exchange in California.
Covid hit the market, and he decided to sell his business. With his exposure to hundreds of business owners, their common challenge was to sell more because they had unsold inventory in the warehouse, as most professionals had empty appointment slots in their business, meaning lost business forever.
So today, they have created the 12-Step Cash Flow Marketing System that focuses on the sales cycle or the customer journey. They have produced creative ways to shorten it, generating quicker cash flow. They generate leads, build the audience, and create momentum with prospects to build like, trust, and understanding of your product or service.
Learn More:
https://jacquesskuteeki360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/making-money-and-making-an-impact-business-innovator-andrew-alanis-short-term-rental-journey
Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures.
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.
Dan regularly presents keynotes and trains advisors across North and South America.
Learn More: https://advice2advisors.ca/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan
Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan
Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.
The MattReiner.com site was created from Matt’s passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what’s new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day. In The Inner Circle, financial leaders will find a collaborative atmosphere and community of advisors to help them grow in their knowledge and practice management skills.
An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.
Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!
Learn more: https://mattreiner.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matt-reiner-managing-partner-of-capital-investment-advisors
Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.
Dan regularly presents keynotes and trains advisors across North and South America.
Learn More: https://advice2advisors.ca/
Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-business-structure
Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.
Dan regularly presents keynotes and trains advisors across North and South America.
Learn More: https://advice2advisors.ca/
Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-growth-strategies-of-top-producing-financial-advisors
Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibilities that lay ahead.
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.
In his mother’s words, “Education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.
Their dedication and sacrifice didn’t go to waste. Bob received a full-ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.
In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, they would listen to him more often than their own advisors.
When Bob became an advisor, it was a no-brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.
In 2016, Bob contributed a chapter to best-selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, and Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health, and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers-themed bar that’s perfect for Sunday Night Football.
If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.
Complimentary Power of Attorney
Help with business valuation
Complimentary Second Opinion, investment review/analytics.
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-3
Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.
He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?
Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.
Morris found a better way, a win-win solution that more American’s could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.
“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”
Learn More: http://www.honorshield.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis
With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services with a focus on retirement strategies.
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.
But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.
With his unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.
Learn More: https://www.manafg.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-taxes-in-retirement
Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers.
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.
She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.
Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business that Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.
With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.
Learn More: https://erinbotsford.com/
Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-proper-order-of-business-building
Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.
He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?
Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.
Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.
“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”
Learn More: http://www.honorshield.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-care-for-spouses-aging-parents
Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers.
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.
She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.
Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business That Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.
With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.
Learn More: https://erinbotsford.com/
Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-secret-to-closing
With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services focusing on retirement strategies.
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.
But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.
With unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.
Learn More: https://www.manafg.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-asset-allocation
Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives.
She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are.
The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.
Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”
She is listed in “America’s Best Therapists.”
Connect with Dr. Miriam Divinsky – https://miriam360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-the-search-for-truth-and-enlightenment
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More: https://www.heartfinancialgroup.com/
Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-taxes-impact-retirement
Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases.
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.
So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.
My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.
These diseases are destroying the lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.
While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.
When these people come to see me, they have typically exhausted all the available medical avenues and spent a fortune in an attempt to get relief.
My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.
They are now enjoying a full life again.
Learn more: https://drlonnieherman.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-quantum-energized-medicine
Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease.
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.
So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.
My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.
These diseases are destroying lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.
While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.
When these people come to see me, they have typically exhausted all the available medical avenues, and spent a fortune in an attempt to get a relief.
My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.
They are now enjoying a full life again.
Learn more: https://drlonnieherman.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-what-causes-chronic-diseases
Ashley Cline is a Digital Marketing Consultant and Freelancing Expert. With more than 15 years of experience in the digital marketing space, she specializes in building strategic marketing plans, mapping strategy execution, and collaborating to optimize tactics that drive increased performance for clients, primarily in the Events & Entertainment space but has extensive experience working with Medical Device/Healthcare and Finance Technology sectors as well.
She is also the EVP of Client Strategy at TicketSocket and Vice President and Co-Founder of Ice Cream Social.
Learn more: https://icecreamsocial.io/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ashley-cline-digital-marketing-consultant-vice-president-co-founder-of-ice-cream-social
Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects.
Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B’nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, he has led his organization to be actively involved with many charities as this has been a lifelong theme.
Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and are having a major impact on the lives of our teens.
Learn more:
https://prosperityfinancialgroup.com/ and https://abrighterday.info/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-elliot-kallen-president-of-prosperity-financial-group
Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases.
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.
So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.
My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.
These diseases are destroying the lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.
While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.
When these people come to see me, they have typically exhausted all the available medical avenues and spent a fortune in an attempt to get relief.
My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.
They are now enjoying a full life again.
Learn more: https://drlonnieherman.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-water-memory
Christian Boucousis, widely known as Boo, is a world-renowned professional speaker with a reputation for delivering life-changing insights. With thousands of 5-star Google reviews, Boo is one of the most impactful speakers on individual and organizational performance in today’s high-paced digital economy. He is credited with helping global leaders, including McDonalds, Zurich, Pfizer, Microsoft, Specsavers, and Woolworths, achieve immediate and ongoing performance leaps through his secrets to creating an “Evolutionary Mindset”.
As a former fighter pilot, Boo has lived at the cutting edge of human and technology integration, where speed, decision-making, and technology merge into one. He has successfully adapted the skills he acquired during his $15 million fighter pilot training program to build three multi-million-dollar businesses, including a humanitarian business with a turnover in excess of $200 million, a record-setting $42 million high-rise hotel, and a digital publishing powerhouse.
Boo’s “Evolution of Thinking”, is a new way for individuals and businesses to feel, think, and do by incorporating “thought loops” to keep pace in an accelerated world. These thought loops connect Purpose to action and action to the goals that are fundamental to success.
He has also developed a simple four-step process called the FEEL-THINK-DO-LOOP, which he uses to equip leaders, teams, and individuals to create a completely unique way of thinking and working together.
Boo’s experience and expertise in inclusive and sustainable organizational performance in the digital age is unparalleled. He has a deep understanding of the human performance strengths and limitations and navigates his audience towards the skills needed to evolve, at a deeply personal level, forever. His authoritative and entertaining speaking style makes him a sought-after speaker at conferences and events worldwide.
Learn more: https://callmeboo.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-boo-professional-speaker-and-creator-of-the-evolution-of-thinking
With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services with a focus on retirement strategies.
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.
But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.
With his unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.
Learn More: https://www.manafg.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-managing-partner-w-mana-financial-group-discussing-social-security
Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers.
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.
She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.
Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business That Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.
With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.
Learn More: https://erinbotsford.com/
Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-advisor-authority-discussing-the-elite-mindset
What do you do when life’s advantages disappear? Brent Hines knows firsthand the overwhelm and frustration that comes from years of searching for the formula of a high-performing life.
In July of 2008, Brent lost everything, and the worst part…it was his fault. His career, his dreams, his identity, and his future disappeared overnight.
Today, Brent is an advocate for the financial industry, financial professionals, and especially the clients they serve, Brent is one of the industry’s most prominent voices in establishing a financial wellness standard, and a high one at that!
Brent’s mission is to re-educate the marketplace on what is and is not Financial Wellness. Brent and his educational non-profit, Foundation for Financial Wellness are driven to improve millions of people’s lives with a values-driven purpose. Brent’s stance is clear: when he says Financial Wellness…he means both words.
Learn more:
https://www.foundationforfinancialwellness.org/ or https://ffwpro.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brent-hines-co-founder-and-chief-development-officer-of-the-foundation-for-financial-wellness
Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease.
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.
So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.
My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.
These diseases are destroying lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.
While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.
When these people come to see me, they have typically exhausted all the available medical avenues, and spent a fortune in an attempt to get a relief.
My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.
They are now enjoying a full life again.
Learn more: https://drlonnieherman.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system
Renée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, while offering tax savings. We also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.
We provide peaceful solutions in uncertain times.
Learn More: https://aaalifesolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-a-bold-approach-to-business-planning
Renée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, while offering tax savings. We also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.
We provide peaceful solutions in uncertain times.
Learn More: https://aaalifesolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-how-taxes-impact-retirement
Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school.
Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany’s US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.
Guy has served in staffing as CMO, logistics, and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.
Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the Infant Jesus of Prague and St. Joseph.
His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.
By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.
Learn More: https://guymccord.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-recruiting-retaining-key-employees
Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement.
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.
Learn More: https://usaretirementsolutions.info/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-managing-healthcare-costs-in-retirement
Renée Kennedy brings over 20 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, while offering tax savings. We also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.
We provide peaceful solutions in uncertain times.
Learn More: https://aaalifesolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-weathering-the-financial-storms-of-life
Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school.
Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.
Guy has served in staffing as CMO, logistics and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.
Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the infant Jesus of Prague and St. Joseph.
His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.
By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.
Learn More:
https://guymccord.com/
https://www.guymccord360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-the-myths-of-life-insurance
No matter where in the world Jill is or what she’s doing – she’s always focusing on creating connections across languages and cultures. After studying and teaching internationally, Jill brought her PhD in Linguistic Anthropology to the corporate world, where she worked as a user researcher for Sapient and then oversaw Language, Culture & Diversity Programs for 100+ Chipotle Mexican Grill locations.
In 2005, she launched Multilingual Connections to help organizations understand, engage, and grow their multilingual audiences. Their customized services include translation, transcription, multimedia localization, and bilingual research support services. When she’s not working, Jill is spending time with her husband and teen son, renovating houses, and trying to make her garden grow.
Learn more: https://multilingualconnections.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-jill-kushner-bishop-founder-of-multilingual-connections
https://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equitiesBy the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last 4 years. Fernando diversified his investments between purchasing existing cash-flowing assets, building ground-up, class A, REIT-grade facilities, and utilizing adaptive reuse conversions of big box retail stores into premium self-storage. In addition to his own acquisitions, Fernando provides other self-storage investors access to off-market facilities at drastic discounts, capital for strategic partnerships, and opportunities for passive investors to participate in self-storage syndications.
Learn more: https://ssse.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equities
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More: https://www.heartfinancialgroup.com/
Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-risks-of-retirement
Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school.
Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.
Guy has served in staffing as CMO, logistics and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.
Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the infant Jesus of Prague and St. Joseph.
His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.
By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.
Learn More: http://guymccord.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-annuities
I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program.
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.
The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.
When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.
The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.
If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.
Learn More: https://wealthconceptsgroup.com/ or pick up a copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/
ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. THE MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-author-of-the-no-stress-retirement-roadmap
Kyle is responsible for the development and implementation of all SEO techniques used by the SEO agency High Voltage SEO and the SEO tool PageOptimizer Pro. Kyle is also the co-founder of Internet Marketing Gold, a global community of SEO professionals who test and prove cutting-edge SEO techniques. Kyle has dedicated nearly a decade of his life to SEO testing. He has also published the results of more than 400 scientific tests he has conducted. Over the years, Kyle has developed and fine-tuned a method to test whether single variables are ranking factors in Google’s algorithm. This method was officially granted a patent in January 2020 (US Patent #10,540,263 B1) Kyle’s SEO techniques and discoveries are followed by many SEO professionals and business leaders, he has been featured in many respected publications and is a regular speaker on SEO and SEO testing at conferences throughout the world.
Learn more: https://www.pageoptimizer.pro OR http://www.kyleroof.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kyle-roof-co-founder-at-high-voltage-seo-and-pageoptimizer-pro
David F. Royer entered the financial services industry after completing his military obligation. He began studying the growing IRA Distribution market in 2002 and today he is a nationally recognized speaker and trainer in qualified plan distribution. He has trained thousands of financial advisors and agents in the discipline of qualified retirement plan accumulation and distribution. David’s many articles on IRAs, 401(k)s and other qualified retirement plans have been published in leading national financial periodicals. He is a frequent guest on financial radio shows and is also the author of “The Top 10 IRA Mistakes and How to Avoid IRA Tax Traps”
Today he is focused on helping those who are retired or planning for retirement, to keep their retirement accounts safe and make them aware of ever-changing rules that could affect their retirement savings.
In 2004 David developed the ultimate IRA distribution training course “The Keys to the IRA Kingdom”®, that he teaches nationally. He educates financial advisors and agents in the art of helping their clients get the most out of their IRAs, 401(k) plans and other qualified retirement accounts. David teaches a simple lesson: “The IRS has given IRA/401(k) owners and their beneficiaries complex rules and guidelines that must be followed to avoid additional taxes and penalties. “They just need a little help to navigate them.”
Learn more: https://americannetworkoffinancialeducation.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-royer-financial-advisor-and-educator
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.” Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.
Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.
Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.
Learn More: https://www.heartfinancialgroup.com/
Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-business-owners-can-lower-expenses-save-taxes
Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement.
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.
Learn More: https://usaretirementsolutions.info/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-medicare-supplement-plans
Jason is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building.
He is a founding partner of GW Partners (formerly known as Global Wired Advisors) and South Col, a growth fund that invests in brand-driven consumer product businesses. Before launching GW Partners, Jason executed over $50 billion of Fortune 500 capital markets transactions for companies like Bank of America and Bayview Asset Management. He also purchased or started and exited five different companies as a solo entrepreneur. He has successfully executed over $300 million of M&A sell-side transactions in the Ecommerce industry.
Today, Jason’s passion is working with founders/owners to help them maximize the value of their businesses in a sale and ensure they are rewarded for all their hard work and investment. His wealth of experience leading billions of dollars of transactions in his career makes him a powerful ally for his clients.
Learn More: https://www.gw.partners/ | https://www.southcol.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jason-somerville-founding-partner-of-gw-partners-south-col
Patrick is a structured settlement specialist in tune with the requests of his various clients using his dedication and knowledge of the business. After graduating from Arizona State, Patrick worked in the back office at Symetra Financial and assisted structured settlement brokers with different problems and questions. Through his work with Symetra, Patrick worked first-hand with different Non-Qualified annuity products integral to structured settlement brokers and their clients. As a result of this work, Patrick has a strong aptitude for such products and services. Shortly thereafter, Patrick joined the Berkshire Hathaway structured settlement marketing and sales team as a senior account manager and serviced structured settlement brokers for over 10 years. Patrick brings a strong work ethic and drive with him in addition to his strong background in the structured settlements field.
Patrick has a passion for media and sports.
Learn more: https://patrickfarber.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patrick-mcnulty-structured-settlement-specialist-at-atlas-settlement-group
Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement.
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.
Learn More: https://usaretirementsolutions.info/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions
Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!
As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books:
1. Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold.
2. Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country.
3. Paycheques and Playcheques, Retirement Solutions for Canadians.
4. Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 80 million homes in the US and Canada.
5. And most recently: Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians.
Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories. He is available to speak to businesses, government organizations, professional associations, financial professionals, and their clients all across the globe.
Learn more: https://tomhegna.com/webinars
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-hegna-author-speaker-economist-and-retirement-income-expert
Fiachra “Figs” O’Sullivan is a Licensed Marriage and Family Therapist, certified in Emotionally-Focused Therapy, and the founder of Empathi. Figs is a passionate entrepreneur, driven to change lives for the better. He strives to interact with the clients as fellow travelers on life’s journey, allowing them to easily dive deeper into their “stuff” with his down-to-earth philosophy.
Figsall has spent years working with frustrated couples at a crossroads in their relationship—they want to make things work but are stuck in what Figs call their “Waltz of Pain”—which is what led him to create Empathi! Inspired by attachment theory, improvisational dance and theater, experiential psychotherapy, and EFT, Empathi provides fun, effective, and simple solutions to help couples stop fighting and snuggle more.
Learn more: https://empathi.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-fiachra-figs-osullivan-founder-of-empathi
I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program.
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.
The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.
When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.
The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.
If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.
Learn More: https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap https://www.nostressretirementroadmap.com/
ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF THE WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. THE MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-fill-the-gap-income-planning
I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program.
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.
The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.
When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.
The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.
If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.
Learn More: https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/
ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS, AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-alternative-investment-options
Rick Elmore is an entrepreneur, sales, and marketing expert, and former college and professional football player. Following his football career, Rick translated his competitive drive to sales and entrepreneurship by founding Simply Noted, an automated handwritten letter company founded on the idea of making it easy to create simple, scalable, powerful, and meaningful real pen-written communication.
Rick Elmore is an entrepreneur, sales, and marketing expert, and former college and professional football athlete. As the founder and CEO of Simply Noted, Rick developed a proprietary technology that puts real pen and ink to paper to scale handwritten communication.
Learn more: https://simplynoted.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-elmore-founder-and-ceo-of-simply-noted
I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program.
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.
The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.
When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.
The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.
If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.
Learn More:
https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/
ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS, AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-market-volatility
Four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing and Sell With Authority for Real Estate Investors, Forbes Business Council Member, Chairman and Founder of the Wicked Smart Companies,2x Inc. 5000 Honoree, Host of the Smart Real Estate Coach Podcast with almost over 400 plus episodes.
Learn more:
https://smartrealestatecoach.com/
or get his free book – https://wickedsmartbooks.com/saunders
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-prefontaine-chairman-founder-of-the-wicked-smart-companies-host-of-the-smart-real-estate-coach-podcast
Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.
He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?
Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country. Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person and every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.
“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”
Learn More: http://www.honorshield.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield
Ilya carved out a niche for his business by offering his clients a proprietary approach to retirement planning using safe money options.
Through his experiences, Ilya learned to be self-sufficient and independent early on. Throughout Ilya’s life and career, his independence and entrepreneurial spirit have paved the way and inspired him to help others reach their financial independence. Ilya’s financial journey started in the mortgage industry working for a large financial firm. Thereafter deciding to transition to an independent financial professional.
The best part of being independent is his ability to work honestly and earnestly for his clients rather than any one company. He strives to provide high-quality service to his clients by staying informed and continuing his education.
Ilya is passionate about the work he does at Integrity Financial Solutions and believes with the right strategy in place, clients can achieve financial independence in retirement, free from concerns about outliving their income.
Ilya knows that clients are expecting more than ever from their financial professionals and is determined to improve the industry by setting the bar high by offering superior service as well as informing the public on what they should expect from their financial professionals.
Ilya aims to serve his clients with a higher level of professionalism. He stays plugged into current events and market conditions so he can be an invaluable asset to every one of his clients and paint a realistic picture of how market changes might affect their retirement sustainability.
Success is built on trust and strong relationships formed by dedication and open communication with clients.
Learn More: https://safemoney.com/florida/ilya-berman/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ilya-berman-founder-of-integrity-financial-solutions
Liam started his first business aged just 14 and ran a number of successful e-commerce ventures before co-founding Bidnamic, a marketing technology platform that helps retailers unlock the full potential of Google Shopping.
Liam is a regular commentator in broadcast, national, and trade media including appearances on the BBC, The Drum, and The Grocer, and is a knowledgeable speaker on topics including e-commerce, digital marketing, advertising, retail, tech, business, startups, and Google Shopping.
Learn more: https://www.bidnamic.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-liam-patterson-ceo-at-bidnamic
Meet Ryan Gunness, a dynamic author, speaker, consultant, and coach who has been transforming lives in the Networking & Team Building industry for more than 20 years. Ryan is a Master in Lead Generation and his mission is to empower people to achieve their financial dreams to live life to the fullest.
Beyond his professional accomplishments, Ryan is a true lover of life and all it has to offer. You’ll often find him camping under the stars, grilling up a storm, or catching some waves at the beach. His infectious energy and love for adventure have taken him all over the world, where he’s had the pleasure of meeting with top leaders and making new friends.
Ryan’s passion for growth and development is contagious. He has won numerous achievements and has been featured in various publications, radio shows, talk shows, podcasts, YouTube channels, and blogs. His infectious spirit and engaging personality make him a sought-after guest and speaker, leaving audiences feeling energized and ready to take on the world.
What sets Ryan apart is his unwavering commitment to helping others discover and develop their God-given talents. He believes that every person has a unique purpose and calling, and his life’s work is centered on empowering them to live out their dreams.
Whether you’re looking to transform your career, strengthen your team, or simply want to live a more fulfilling life, Ryan is the expert you want by your side. His enthusiasm, expertise, and passion for helping others will inspire you to achieve greatness, one step at a time. So, are you ready to take the first step? Join Ryan on this exciting journey and let’s make your dreams a reality!
To learn more & connect with Ryan visit => https://ryangunness360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lead-generation-specialist-ryan-gunness
Steve has been married for 29 years to his wife Christine and together they have 4 children; Jonathan (Najda), Benjamin (Jayde), Isabela, and Jacob (ages 24-16). Steve earned an undergrad degree from Cal Poly (Mathematics) and a graduate degree from Bakke Graduate University (Entrepreneurship). Steve spent the past dozen years as an entrepreneur and founder of 2 businesses in the fast-growing sleep space. The first was a franchised multi-state retail mattress concept that grew to over 4 regions nationally (Steve also owned 4 area Denver locations), and the second, was a B2B and B2C e-commerce natural pillow manufacturing business. He spent the first half of his career in non-profit leadership internationally with Cru which took him to living in Chile, Spain & Mexico. Steve is quoted as saying he “loves the entrepreneurial spirit and seeing leaders make something out of nothing and radically impact their family, community, and companies.
Learn more: https://acumenimpact.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steve-van-diest-president-of-acumens-new-front-range-region
Lance is an entrepreneur, keynote speaker, author, and healthcare professional who specializes in helping fellow entrepreneurs scale their businesses and avoid burnout and overwhelm, and instead create the life they love by developing a self-managing business that is a sought-after and valuable asset.
As the founder of Breakthru Physical Therapy + Fitness, a growing multi-million dollar company with over 100 employees and 14 locations, Lance has built a business with a mission to be the community’s choice in physical therapy and fitness offerings. His success has been recognized by renowned podcast host John Lee Dumas, who has lauded Lance for creating a business with robust processes that can run without his daily involvement.
More recently, Lance founded Denali Consulting to reverse the 96% failure rate for small business owners with a 96% success rate. His expertise in business strategy and management has been distilled into his bestselling book, The 4% Break-Thru. The fearless leadership team from Breakthru Physical Therapy + Fitness has been successfully operating Lance’s first company since 2018.
Lance lives in Medford, NJ with his wife and three children and enjoys sharing his expertise and insights through his television show Moving Mountains, social media channels, and private Facebook group, The 4% Break-Thru.
If you’re an entrepreneur feeling overwhelmed or seeking guidance on how to take your business to the next level, Lance invites you to connect with him for a complimentary consultation at DenaliConsultingTeam.com or via email at drlanceknaub@denaliconsultingteam.com
For a free copy of the JOLT Business Planner to create a fast yet functional one-year Strategic Vision and Business Plan, you can access it here: https://www.denaliconsultingteam.com/strategy
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-lance-knaub-founder-of-denali-consulting-and-breakthru-physical-therapy-fitness
Jon is a top 1% Franchise Consultant nationally and he leads FranBridge Consulting as CEO. Jon draws on his experience as a former Inc. 500 Franchise President and Multi-Brand Franchisee in serving his clients. Jon is the author of the bestselling book, ‘Non-Food Franchising’, and is a frequent contributor to franchising for publications such as Forbes, Inc., Bloomberg, and The Franchise Journal.
You can receive a copy of Jon's book 'Non-Food Franchising: The Better Path to Business Ownership' by signing up to FranBridge Consulting's monthly newsletter at franbridgeconsulting.com.
Learn more: https://franbridgeconsulting.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jon-ostenson-ceo-of-franbridge-consulting
Michael welcomes 2023 as his 26th year in the life insurance business. Michael started his career with a small brokerage agency in Tustin, CA as an application processing agent. After several years there he moved on to CPS Insurance and managed their underwriting department which was responsible for handling over ten thousand life insurance applications annually. As his experience and knowledge with insurance continued to grow, he accepted a position at First Financial Resources where he worked diligently to rebuild and maintain the company’s elite position in the financial services industry. In 2007 Michael was hired by a subsidiary of AIG (AI Credit) to help build their financed life portfolio.
In 2009 that portfolio was acquired by Wintrust under First Insurance Funding. As Vice President of Sales, he was a leader in creating a loan portfolio of over $300M in financed premiums. In the summer of 2015, Michael worked for a short time with a small firm out of Phoenix before establishing his own business operating as CDP Insurance Services, Inc. CDP is a boutique firm specializing in leveraged insurance strategies.
Learn more: https://www.cdpinsurance.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/michael-moore-clu-chartered-financial-consultant
David Newman is the bestselling author of “Do It! Marketing” and his latest book is “Do It! Selling: 77 Instant-Action Ideas to Land Better Clients, Bigger Deals, and Higher Fees.” He’s the founder of the Do It! MBA mentoring program and the host of The Selling Show, a top-rated business podcast with over 300 episodes. David is insanely focused on helping his clients get more leads, better prospects, and bigger sales. Even if you HATE to sell.
Learn more: https://doitmarketing.com/selling
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-newman-author-and-founder-of-the-do-it-mba-mentoring-program
Ann helps people learn to live their optimal life by following the food, fitness and mindset guidelines outlined in her new book, The Law of Wellness.
The Law of Wellness is the latest in her career fighting food and fitness fads.
After graduating from Hunter College and Cornell University as a Family Nurse Practitioner, Ann not only specialized in family practice for ten years, but she also forced licensing legislation for Nurse Practitioners now used as a model for other states.
Her experience serving four terms in local government, serving as the campaign manager for a congressional candidate in Westchester County, NY – founding The Coalition of Nurse Practitioners in New York and developing two successful businesses, provides perspective from medicine, business, and government leadership. This cross-section of industry experience sets the stage for Ann Law’s post-pandemic teachings to address America’s health crisis: while we spend the most on health care in the world, we have the worst health statistics.
Her work as founder and first president of The New York State Coalition of Nurse Practitioners was detailed in a book entitled, A Few Strong Women. Ann served as a family health care provider for ten years at the Sharon Clinic in Millbrook, NY. Her practice was featured in Redbook magazine in July 1981.
Today, America’s Wellness Coach splits her time between her B&B Inns on Block Island, RI, real estate ventures and home in Fort Myers.
Connect with Ann: http://lawofwellness.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-americas-wellness-coach-ann-law
Adam Jason is a partner at the alternative investment firm, Legacy Group, and a board member at the Green Coffee Company, Colombia’s largest coffee producer. He is an attorney specializing in corporate finance, governance, securities regulation, and international business transactions. He has advised Fortune 500 companies and investment banks, including JP Morgan, Morgan Stanley, Citibank, and Goldman Sachs, through initial public offerings (IPOs) and offerings of debt and equity securities exceeding an aggregate of $10 billion. Adam is based in Medellin, Colombia.
Learn more: https://legacy-group.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adam-jason-partner-at-legacy-group
Stefan lives and breathes asset analysis and valuations. Before co-founding Alts, he created a Due Diligence Service for evaluating website & micro PE deals. In his spare time, he enjoys record collecting and managing his short-term vacation rentals. Originally from Boston and later Santa Barbara, CA, he now lives with his wife in Australia.
Learn more: https://alts.co
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stefan-von-imhof-co-founder-of-alts
To begin his career, Robert became the fastest agent in the history of the John Hancock Companies to complete The American College’s four-year Certified Life Underwriter (CLU)Ò and Chartered Financial Consultant (ChFC) designation programs. Both were successfully completed in only 13 months.
The reason for the urgency was for a 25-year-old to gain immediate access to an advanced planning market that was dominated by gray-haired senior financial advisors. This commitment to education and a healthy commitment to prospecting and gaining referrals provided Smith with the opportunity to gain Ford, General Motors, and Chrysler as clients.
Robert completed his Accredited Asset Management Specialist (AAMS) designation with the College for Financial Planning while with New York Life. As a perennial Million Dollar Round Table MDRTâ qualifier, Robert was part of the New York Life team which led the MDRT for the fiftieth consecutive year. Robert’s name is enshrined in a plaque on the wall of the New York Life Building located on Madison Avenue.
Robert taught the Certified Financial Planner CFP curriculum to financial advisors, bankers, accountants, attorneys, and others at Oglethorpe University. Robert also served as a Princeton Review Instructor.
After becoming the #1 producing branch manager nationwide for BankAtlantic/BB&T, Smith became the #1 producing agent for Mutual of New York (MONY)/AXA worldwide.
https://www.RobertJSmith.com
Over his five-decades-long financial services career, Robert has consistently ranked in the top 1% worldwide in insurance and financial services production. He shares his proven storytelling methods, persuasive writing techniques, and sales closing style with professionals through public speaking and private consulting to assure their success.
https://www.RobertJSmithProductions.com
In addition to being licensed as a Series 7 and Series 63 General Securities Representative, Robert was also licensed as a Registered Investment Advisor (RIA). Smith is also licensed as a Life, Health, and Variable Annuities Agent and was a Licensed Insurance Counselor (LIC) which qualified him to testify in Michigan Courts as an Expert Witness. Robert was also a licensed Mortgage Broker and currently holds a Real Estate agent’s license.
Smith consulted with a Tampa firm that never had a single mortgage broker earn over $100,000.00 per year. Within six months of working with Robert, every broker had earned in excess of $150,000.00 in commissions.
In a career that spans five decades, Robert is the only financial advisor in the United States who has earned the CLU, ChFC, LIC, CCCC, RIA, AAMSÒ, CMP, and CMPS professional designations while leading both a financial services giant and a banking giant in sales production.
After setting numerous production and achievement records at several Fortune 500 Companies, Robert sustained severe spinal cord injuries which resulted in his closing his private practice offices in Atlanta, Sarasota, and Tampa.
While undergoing fourteen surgeries and years of physical rehabilitation, Robert began training for a second career by concurrently earning his Master of Fine Arts (MFA) degree in Creative Writing as Valedictorian at Full Sail University and his Feature Film Writing Degree with Distinction at UCLA. Smith has won Director’s Awards for The Art of Visual Storytelling as well as Editing for Film, Games, and Animation and is a sought-after public speaker.
Robert became an International Best-Selling Author with his contribution to SALES GENIUS #1ã which was the #1 Amazon Best-Seller in Sales Techniques both in the USA and in the UK while The Wolf of Wall Street, Jordan Belfort’s book on sales was # 2 in both rankings. Smith has also written THE ADVENTURES OF INSURANCEMAN THE LOAN ARRANGER, REAL ESTATE WOMAN, and SHORT ATTENTION SPAN DAN. https://www.amazon.com/Robert-J-Smith/e/B07H38GYF1
THE ADVENTURES OF INSURANCEMAN provided Robert with his single largest commission to date when he earned $110,000.00 with The Equitable on an estate planning case that was closed due to this story.
THE ADVENTURES OF INSURANCEMAN is available on Amazon for single use and may be licensed and customized for use by licensed insurance agents to increase sales production and persistency.
https://www.amazon.com/ADVENTURES-INSURANCEMAN-ROBERT-J-SMITH-ebook/dp/B07H3D2TY5?ref_=ast_sto_dp
Robert has been featured on ABC, CBS, FOX, NBC, The CW Network, and The Golf Channel.
He has consistently ranked in the top 1% of the Internet Movie Database (IMDb). Robert is also a Forbes Business Council Member and Contributor.
https://www.IMDb.Me/RobertJSmith
Robert has raised millions of dollars for charity through his financial advisory practice and personal efforts.
Robert J. Smith, MFA may be reached at Robert@RobertJSmith.com and at (407) 508-0200 for a fifteen-minute consultation at no charge to show you how you can increase sales production, revenues, and profits.
Learn more: https://smithprofits.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-financial-planner-and-advisor-robert-j-smith-founder-of-smith-profits
I’ve been in real estate as a career my entire professional life. I started out selling single-family homes in the 3rd most competitive market in the country. I was able to become a top producer within my 2nd year at the largest firm in the area.
Through that experience I realized there was a difference between being rich and being wealthy. I started to look for ways to turn my high transactional income into long-term wealth so I could start to buy back my time.
When I learned about apartment syndications, everything clicked for me. It provided a significantly quicker time to large financial returns than investing in SFHs, it provided a truly passive form of real estate investing, and it provided the ability to leverage the knowledge and time of industry experts.
After I discovered this niche in passive real estate investing, I dove in with both feet, now doing everything I can to spread the word about this investing type because I truly believe if all career-driven professionals understood it and knew about it, there isn’t anyone who wouldn’t participate.
Learn more: https://www.thedefinitiveguidebook.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-justin-moy-real-estate-investor-with-realm-investors
Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace of mind in retirement.
Learn More: https://www.deepdiveretirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-potential-retirement-pitfalls
Mark Rodgers is an accomplished entrepreneur, founder, and president of Trailstone Insurance Group. He has a wealth of business ownership experience and entered the insurance industry in 2011, quickly earning a reputation for his client-centric approach and guiding philosophy to treat others as they would want to be treated.
Mark’s honesty, integrity, and thoughtful leadership have earned him respect from colleagues and clients alike.
For Mark, his priorities in life are clear – he puts God, family, and work in that order. While he takes his work seriously, he also knows how to enjoy life to the fullest. An avid skier, Mark takes advantage of the beautiful Colorado climate for year-round outdoor activities. Mark and his wife Beth aspire to undertake the Great Loop, a popular boating route that takes travelers on a 6,000-mile journey around the eastern United States. Their two pups, Ellie and Remi, accompany them on their many adventures.
Mark grew up in California before moving to Colorado in 1991 to pursue his passion for skiing. He later lived in Maui where he worked as a scuba instructor, adding to his love for adventure and the outdoors. Today, Mark continues to pursue his passions while building his business and serving his clients with the utmost care and dedication.
Learn more: https://trailstoneinsurancegroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-rodgers-entrepreneur-founder-and-president-of-trailstone-insurance-group
Leslie Anne Morris began her Smoky Mountain investing journey while earning her MBA at the University of Southern California and working in Los Angeles as a commercial banker. For over twenty years, Leslie helped high-profile clients like SpaceX and closed a $50 million private equity deal. She applies the same underwriting strategy to building her growing real estate portfolio. And today, she is sharing her playbook to motivate others to do the same while creating truly passive income in short-term rentals.
From the minute she closed on her first investment cabin in 2019, she knew she had made the right choice. The cash flow allowed her to rapidly scale her portfolio to double digits and a value of $7 million in less than three years. Besides that, Leslie fell in love with Tennessee and moved there in 2020. She quickly founded two sister companies; a property acquisition company, Invest in the Smoky Mountains, and Josh’s Cabins Management, a full-service property management company. Her one-stop shop allows out-of-state investors an opportunity to create passive income by offering concierge-style service to guests without the hassle of self-management.
She travels extensively throughout the United States as a highly sought-after motivational speaker focusing on the incredibly lucrative short-term rental asset class. Recognizing the lack of women real estate investors, Leslie has made it her mission to be a driving force to empower women to begin real estate investing. She aims to empower 1,000 women to become millionaires by investing in short-term rentals. She has been featured on ABC, NBC, Fox, and CBS networks. In addition, she is a popular guest on highly-rated real estate podcasts and most recently was highlighted by the Tennessee Department of Tourism Board.
Learn more: https://leslieannemorris.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leslie-anne-morris-owner-of-invest-in-the-smoky-mountains
Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a coaching and training program for realtors teaching them valuable tools that give them the legal edge to win more exclusive listings, close more deals, and make more money. She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker, not a deal breaker. Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.
You can connect with Taliya directly at https://www.tali360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-pre-market-prep-for-listings
Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a coaching and training program for realtors teaching them valuable tools that give them the legal edge to win more exclusive listings, close more deals, and make more money. She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker, not a deal breaker. Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.
You can connect with Taliya directly at https://www.tali360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-closing-the-deal
Phoebe Yu and Kat Dey are the co-founders of ettitude, an award-winning next-gen materials company innovating eco-textiles to fight climate change.
While running two global textile companies, Phoebe Yu realized that textiles is the #2 most polluting industry in the world, and contributes 10% of global CO2 emissions. With her vision of revolutionizing the textile industry, she spent years on research & development, testing materials, weaving and dying techniques to finally perfect and launch ettitude’s innovative CleanBamboo® fabric in 2014. The CleanBamboo® lyocell manufacturing process is a clean alternative to the chemical- and resource-intensive viscose, cotton, silk and cashmere.
Phoebe applied this new technology to the home goods market and launched ettitude’s signature bedding line made with CleanBamboo®.
Kat Dey, a serial entrepreneur and executive, named one of “35 People to Watch”, met Phoebe online. Prior to ettitude, Dey had a decade of experience scaling mission-driven brands and was on the hunt for “the next big thing”. After sleeping on ettitude sheets and “having the best sleep of her life”, Kat decided to join ettitude as cofounder in 2018 to help scale the company.
The brand grew, and customers asked for more products made from ettitude’s patented non-toxic, buttery soft, breathable and moisture-wicking fabrics. Today, ettitude designs and manufactures bedding, towels, apparel and accessories.
ettitude was named an Inc. 5000 fastest-growing private company in America in both 2020 & 2021, and won the prestigious Real Leaders 2022 Impact Awards (alongside Tesla and Patagonia) and was listed #22 in the 2022 MO Summit’s Impact List.
ettitude is a certified B Corp, Climate Neutral, and member of 1% For The Planet.
Learn More: https://www.ettitude.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-phoebe-yu-and-kat-dey-co-founders-of-ettitude
Chris Mirabile graduated from NYU Stern School of Business and later won their business plan competition with his startup company, Hotlist, a location-based social network that scaled to 220 million people’s social plans. Chris has launched multiple successful technology ventures and has advised biotech startups and NYU Langone Hospital.
Chris’ interest in health began when he was 12 and evolved into a passion after he was cured of a brain tumor when he was 16. Chris has researched and integrated longevity practices and interventions into his life for more than ten years, has achieved a biological age 13.6 years younger than his chronological age, and according to epigenetic tests like DunedInPACE, is aging 31% slower biologically than chronologically.
Learn More: https://novoslabs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-mirabile-founder-ceo-of-novos
Over 90% of America’s successful small and medium-sized businesses significantly overpay in tax, even if they are working with a highly experienced CPA or accounting firm.
Most individuals that sell highly appreciated assets do not know that they can significantly reduce or eliminate their capital gains tax if the sale is structured properly.
Most high-income earning W-2 employees do not know they can reduce or eliminate their tax with special, government-approved programs.
We help our clients accomplish all of the above WITHOUT replacing their CPA or Investment Advisor(s).
We also DO NOT provide standard depreciation, expense-related, or tax deferral advice.
We bring highly experienced and skilled tax attorneys, accountants, and business strategists to the table to work with you.
We have helped thousands of individuals significantly and permanently reduce their annual tax bill to help them better grow their businesses and accelerate their wealth.
Ask us about our Fortune 100 caliber tax savings analysis that can be completed in less than 5 business days. It’s not what you earn, it’s what you keep!
Learn more: https://peakprofitsolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-myers-founder-of-peak-profit-solutions
Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers , and developers in NYC and FL . She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a coaching and training program for realtors teaching them valuable tools that give them the legal edge to win more exclusive listings , close more deals and make more money. She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker , not a deal breaker. Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.
You can connect with Taliya directly at https://www.tali360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-winning-the-listing-presentation
Whitney Hill is the Co-Founder and Head of Business Development at SnapADU, a general contractor that specializes in accessory dwelling units. The company designs, permits, and builds 50 ADUs a year.
Whitney gained a decade of experience working as a management consultant at Bain & Company and as an operations manager for an industrial supply distributor. She was named to San Diego Business Journal’s 40 Top Business Leaders Under Forty in 2022. Whitney earned a bachelor’s degree in Psychology from Yale and an MBA from NYU. She’s the proud mom of a 10-year-old son and an 8-year-old daughter.
Learn more: https://snapadu.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-whitney-hill-co-founder-and-head-of-business-development-at-snapadu
Tony Zorc is an author, singer/songwriter, and entrepreneur. He is the founder of Upgrade My Country and an independent Presidential Candidate in the 2024 election.
Learn more: http://upgrademycountry.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tony-zorc-founder-of-upgrade-my-country
Burt Williamson was fortunate to have had the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut when he started as a financial planner in 1995. He became a member of the Advanced Advisor Group in 1999 and won awards from his colleagues and the president of the company for his top-notch planning skills in 1999 and 2000. He was named a master seminar presenter and gave numerous presentations to American Express cardholders, many of whom became clients.
Burt later joined LPL Financial (a large independent broker/dealer) as their Senior Planning Specialist in San Diego in 2004. Over 6,000 advisors from across the country consulted with him about their clients’ complex financial, estate, and business planning matters.
He started PlanPrep in 2006 as a virtual financial firm long before the current trend of serving clients online. Financial advisors from across the country seek out his advice to help them solve their clients’ unique financial challenges.
Now, you can take advantage of his skill set and easy-going demeanor to help you structure your portfolio correctly for your retirement goals.
Burt has helped thousands of people across the country to plan effectively for their financial goals since 1995. Burt and PlanPrep are a Registered Investment Advisor, and Burt is a licensed annuity and insurance agent, which all require him to act as a fiduciary on your behalf. Being a fiduciary means that Burt must always do what is in your best interest. As a firm, PlanPrep always acts with the highest ethical standards.
Burt received an economics degree from Columbia University and an MBA from the University of Connecticut (Go Huskies!).
Burt Williamson grew up in the family business working at his family’s iconic interior decorating business in Old Greenwich, CT. His dad, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with a variety of contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills.
Applying this same bottom-up learning process to the financial world has enabled him to build his knowledge and skill set for providing exceptional financial advice.
Don’t wait until it’s too late. Take advantage of time and the historically low tax rate, so you can move your forever-taxable money to never-taxable with PlanPrep’s help.
Learn More: https://www.planprep.com
California License #0D33315
Licensed Insurance Agent
This content is for informational purposes only.
No guarantees can be made about future performance, and no illustrations or information presented are intended to be a warranty, assurance or guarantee of results that you may expect.
Any analysis results or recommendations are a snapshot of where things stand at a specific point in time and are just to illustrate concepts.
Financial planning requires the use of a variety of assumptions that will vary substantially over time. The rapid change in the movement of the various assumptions makes it essential to update your personal financial plan along with any corresponding recommendations with your team of advisors at least once a year or when major changes occur. Investments described may include actively managed and passive strategies, as well as fixed indexed annuities and cash value life insurance. The actual weightings and characteristics of investments described will vary over time. The value of your investments will fluctuate due to economic, political, market and specific holding events as they occur over time.All aspects of risk and potential loss should be considered before making any investment or insurance purchase decision.
You need to consider your comfort level for loss before and after dramatic drops occur. Non-U.S. stocks and bonds may fluctuate due to the respective country and currency risks, which may work in your favor or against you.
The unstable nature of some governments adds additional risk to investments made in foreign countries, and those investments may be less liquid than U.S. investments.
An index is not available for direct investment, so its performance does not reflect expenses associated with an actual investment you may have.
The use of additional asset classes may help reduce risk, but that objective is not guaranteed. It is your sole responsibility to read all agreements and prospectuses thoroughly before you proceed with any of our services.
PlanPrep and Burt Williamson do not provide tax or legal advice. Any action you take should always be reviewed by your legal and tax advisors before proceeding with any strategy.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-burt-williamson-founder-of-planprep
Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a coaching and training program for realtors teaching them valuable tools that give them the legal edge to win more exclusive listings, close more deals, and make more money. She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker, not a deal breaker. Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.
You can connect with Taliya directly at https://www.tali360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-ceo-of-tab-law-firm-discussing-listing-mastery
Erin Botsford, CFP® is The Advisor Authority™
Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers.
Today, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules.
In less than six months, advisors can learn what might otherwise take them decades to figure out on their own. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint to achieve results quickly.
Learn more: https://erinbotsford.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-creator-of-the-elite-advisor-success-system
Jonathan Baktari MD brings over 20 years of clinical, administrative, and entrepreneurial experience. He has been a triple board-certified physician with specialties in internal medicine, pulmonary, and critical care medicine.
Dr. Baktari was formerly the Medical Director of The Valley Health Systems, Anthem Blue Cross Blue Shield, and Culinary Health Fund. He also served as clinical faculty for several medical schools, including the University of Nevada and Touro University.
Learn more: https://jonathanbaktarimd.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathan-baktari-md-ceo-of-e7-health-and-us-drug-test-centers
Michael Rozbruch is a pioneer in the tax resolution industry and has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone.
Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies®, a coaching and training services company that helps CPAs, Enrolled Agents, and Attorneys build highly profitable practices through proven marketing and sales systems and strategies. But he doesn’t stop there. He also coaches on managing the client relationship and knows firsthand how a best practice IRS Representation business should be run and operated.
Learn more: https://www.rozstrategies.com/summit
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-rozbruch-founder-of-roz-strategies-a-tax-resolution-focused-coaching-company
Charles Carillo is the founder and managing partner of Harborside Partners. He has been actively involved in over $200 million worth of real estate transactions since 2006 and carries extensive knowledge in renovating and repositioning multifamily and commercial real estate.
In addition to being an active investor; Charles passively invests in many different asset classes including; commercial real estate, ATMs, and early-stage technology and agriculture (AgTech) startups.
Charles oversees all acquisitions, investor relations, and strategic partnerships at Harborside Partners. He is also the host of the popular podcast, “Global Investors,” where Charles interviews successful real estate investors in addition to his weekly strategy episodes.
Before launching Harborside Partners, Charles co-founded an online payment processing company that has since processed over $1 Billion in payments for clients in 5 continents across the globe.
Charles is an Eagle Scout and holds a Bachelor’s Degree from Central Connecticut State University.
Learn more: https://harborsidepartners.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-charles-carillo-managing-partner-of-harborside-partners-and-host-of-the-global-investors-podcast
Vivian Garcia-Tunon founded VGT People Advisory to partner with aspiring leaders that create companies differently. She supports leaders to develop their authentic leadership style in becoming more human, compassionate, and intentional by doing so creating powerful and empowering cultures. She is best known by her clients for her passion, fierce optimism, and unwavering belief in supporting her clients to create life and businesses intentionally to achieve unprecedented results.
Now, Vivian works with senior executives and founders to create and design differently. She works with leaders, teams, and organizations individually and collectively to maximize impact and create sustainable change.
Vivian brings years of experience in executive coaching, as well as a successful career as a Human Resources leader within financial services, private equity, and investment banking. She’s an expert in all things related to talent (acquisition, performance, and teams), growth including mergers & acquisitions, and diversity. Throughout her career, she built high-performing teams in fast-paced growth organizations.
Vivian earned a B.S. in Business Administration from Fordham University. In addition, she has done extensive studying in Organizational Cultures & Design, Leadership, and Change Management. She also has received certifications in Applied Positive Psychology, Coaching, and various assessment tools.
Learn more: https://www.vgtpeopleadvisory.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-vivian-garcia-tunon-founder-of-vgt-people-advisory
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy will only get a fraction of the results.
Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.
Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.
In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.
Learn More: https://www.empoweredfinancialplanner.com/pitfalls
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-exit-planning-for-business-owners
Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a coaching and training program for realtors teaching them valuable tools that give them the legal edge to win more exclusive listings, close more deals, and make more money.
She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker, not a deal breaker.
Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.
You can connect with Taliya directly at https://www.tali360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-her-book-win-the-listing
Alec Hudnut has over 30 years of experience in executive-level management and strategic consulting. He is Managing Partner at Vici Partners, an earnings growth consulting firm.
At Vici, he focuses on growing clients’ earnings by 25% within 24 months. Before Vici, he was an executive at Green Dot Corp. and ran their $550M prepaid card business. Before Green Dot, Alec was CEO of EvoRetail, a scanner manufacturer and visual pattern recognition technology company.
Alec also served as CEO of Evolution Robotics, a robotics hardware and software company. He also served as CEO of University Access, an education technology company recognized by the Smithsonian as one of the first inventors of Internet learning. Alec was also a consultant at McKinsey & Co., and an investment banker at Goldman, Sachs & Co. At McKinsey and Goldman Sachs, Alec focused on the oil and gas and petrochemical industries, serving both US and Latin American clients.
Alec earned his MBA from Harvard Business School and his undergraduate degree at the University of North Carolina at Chapel Hill where he was a Morehead Scholar. He holds five software and systems patents. Alec lives in Los Angeles and is married with three children.
Learn more: https://www.vicipartners.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alec-hudnut-managing-partner-at-vici-partners
In 2014, Anton started Elite Resource Team with his trusted business partner, Ken Smith. They found enormous success in teaching financial advisors how to meaningfully differentiate themselves by working with CPAs in a proven and efficient system. Elite Resource Team has trained over 1200 advisors across 37 states. Eager to put his areas of interest and expertise to work, Anton divides his time between his work as an Entrepreneur, Consultant, and Thought Leader, with the goal to help business owners and high performers multiply their efforts, and exceed their perceived potential in pursuit of exceptional results.
Learn more:
https://www.antonjanderson.com/ and https://www.elitert.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-anton-anderson-ceo-of-elite-resource-team
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.
Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.
Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.
In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.
Learn More: https://www.empoweredfinancialplanner.com/pitfalls
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-how-to-optimize-a-wealth-building-portfolio
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.
Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.
Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.
In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.
Learn More: https://www.empoweredfinancialplanner.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner
Oscar Toledo is not only a business consultant to the professionals who work with him, he’s a personal producer who knows firsthand the number of obstacles facing financial professionals today. Anyone who has worked with Oscar says he is trustworthy, persistent, and an active listener.
For more than 20 years, Oscar has taken his client’s success personally – providing real-world solutions that help achieve his clients’ personal financial and business goals. Oscar and his team serve a select group of businesses and families to build and maintain the lifestyle they have worked hard for.
Oscar spends his free time traveling and creating lasting memories with his wife and three daughters. He is also passionate about music, charity work, fitness, and watching his daughter play softball.
Learn More: Cell: 714-317-3913
Licensed Insurance Agent – 0E38226
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-oscar-toledo-president-of-toledo-insurance-discussing-social-security-claiming-options
Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families.
Collectively they are protecting over 5 Billion worth of assets. Brian’s goal is to give you “peace of mind” knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people.
Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America’s Top 100 High Stake Litigators List and the Top 100 in Real Estate.
Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.
Learn more: https://btblegal.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp
I am the Chief Revenue Officer for TE+A Marketing (Trungale Egan and Assoc.). TE+A Marketing is a full service marketing agency serving the wealth management space since 1986. We help clients maximize growth and retention through superior branding, marketing, and technology.
I’m a 3rd generation marketer. My grandfather was an early pioneer in direct mail and my father owned a large printing company. As you can imagine I started my career in print, which turned into database marketing, then email, then digital. One thing remains a constant across all mediums–the right offer, to the right person, at the right time wins!!
I’ve been lucky enough to work for some industry leaders including Acxiom and Trans Union, as well as a couple start ups with equity positions. I most enjoy getting to know my clients both personally and professionally and bringing a positive can-do attitude to all opportunities.
After living in chilly Chicago most of my life, I finally fulfilled my dream of moving to California a couple years ago to open our West Coast office. No more winters for me!
Learn more: https://trungaleegan.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brad-feldmar-chief-revenue-officer-for-tea-marketing
Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a coaching and training program for realtors teaching them valuable tools that give them the legal edge to win more exclusive listings, close more deals, and make more money. She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker, not a deal breaker. Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.
You can connect with Taliya directly at https://www.tali360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm
Ross lives in Cape Town, South Africa. He started folding paper when he was 21 and the first origami figure he ever folded was a crane(bird). He folded that bird over and over again until he could fold it with his eyes closed.
If he had a beer bottle in front of him he would tear the label off and fold it into a crane.
Not too long ago he was working a 9-to-5 job as a website developer, but over time it became apparent that being employed by someone was never going to enable him to create the happy, free life that he wanted. Although he was competent in his work, he was not feeling fulfilled.
He found himself starting side projects all the time. One of these came out of his enjoyment of practicing the traditional Japanese art of paper folding known as origami. He was always folding little paper creatures which littered his desk at work, and he kept challenging himself to create more intricate pieces.
He dedicated the entire year of 2014 to improving his craft and sharing it with the world. That’s when he started his popular Instagram account, white_onrice, where he folded and posted a different origami figure every day of the year. He increased his following on this account from just 120 to over 100,000 in under 18 months. As the project grew, he developed an entire brand around White on Rice, which has allowed him to quit his 9-to-5 job and run his own business.
He creates origami installations, makes origami stop frame animations and social media content for brands around the world. He also does public speaking gigs where he shares his story about how he made the shift from 9-5 web developer to a creative entrepreneur and artist.
Learn more: https://white-onrice.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ross-symons-founder-of-white-on-rice
As co-founder and managing principal of Vision & Beyond, Stas Grinberg leads with the intent of achieving success for both the company’s investor partners and the communities where Vision & Beyond operates.
Before founding Vision & Beyond, he worked for two Israeli investment firms that targeted and financed new construction opportunities in Birmingham, Alabama, Atlanta, Georgia, and Los Angeles, California.
Stas and co-founder Peter Gizunterman have grown Vision & Beyond into a company with more than 3000 multifamily units and assets of $250 million in Ohio, Kentucky, Indiana, and Texas.
Stas’ personal business motto is to be bold and original.
Learn more: https://www.vnbinvest.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stas-grinberg-co-founder-of-vision-beyond
Dan has over 30 years of experience in the financial services industry.
He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP and is a Board Member of the FP Foundation and past Chair of its Research Committee.
He taught Personal Financial Management, in the MBA Program, at Schulich School of Business from 1998 – 2020.
Dan is the author of The Financial Advisor’s Guide to Excellence, and soon-to-be released (April 2023) “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.”
Learn more: https://advice2advisors.ca/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daniel-collison-managing-partner-at-advice2advisors
With a proven track record of taking businesses to the top 4% in America, Diane (aka Diamond) has the experience and expertise to help you navigate the challenges of growing an online business. She understands the unique struggles women face and has developed a coaching program that addresses those challenges head-on. Her approach is not just about business strategy and analytics, but also about corporate culture, pleasure and embodiment. She will help you see your “lemon” traits as your “superpowers” and overcome the inner voice that often holds women back.
Learn more: https://femmemeetsfortune.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-diane-mueller-founder-of-femme-meets-fortune
Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace-of-mind in retirement.
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement
I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put missions on hold to establish a family in New Zealand.
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.
My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!
I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.
Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.
With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.
With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.
We look forward to beginning a journey with you!
Set an appointment with one of our advisors in our office. https://rossbrokers.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-health-insurance-2
Leo has been in the technology industry for 15 years. Leo has a degree in computer networking and has built a successful 7-Figure business in the healthcare space. He has been featured in Success Magazine and has dedicated his life to supporting individuals to raise their potential. He is a 1st-degree black belt in Kyukushin Karate and loves to travel to exotic destinations with his beautiful wife and children. Leo’s greatest passion is to elevate leaders to achieve their goals faster and maximize their impact in the world.
Learn More: https://leoclimaco360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-speaker-author-business-consultant-and-philanthropist
Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace-of-mind in retirement.
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2
Alexander is the Co-Founder, Visionary, CTO at INK, the world’s first AI-powered content optimization software. Alexander crafts magical tools for web marketing.
He is a smart creative, a builder of amazing things. He loves to study “how” and “why” humans and AI make decisions. He was also the Co-Founder, Visionary, and CTO at Edgy Labs, LLC, a multimillion dollar marketing agency that serves many Fortune 500 companies with an incredible team of experts in SEO. Edgy was acquired by Compass.uol on November 1st, 2021.
As a co-founder, Alexander (Or ADR as his team calls him) has worn many hats – project manager, subject matter expert, chief strategist, leader, chief technology officer – but most importantly, he remains the visionary and chief innovator.
Learn More: https://inkforall.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alexander-de-ridder-co-founder-of-ink-the-worlds-first-ai-powered-content-optimization-suite
I started IQBAR in my tiny Boston apartment and have grown it into a $20M+ / year business in five years!
Learn More: https://www.eatiqbar.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-will-nitze-founder-of-iq-bar
Lance Loya is the founder and CEO of The Good Teammate Factory and the creator of National Be a Good Teammate Day. As a leading authority on team dynamics, he specializes in getting team members to discover genuine purpose in their lives by changing their focus from “me” to “we.”
Lance is the author of nine books on the art of being a good teammate. His book, The WE Gear topped Forbes’ list of “20 Books That Will Make You a Better Coach or Mentor.”
A former college basketball coach turned best-selling author, blogger, and professional speaker, Lance has inspired readers and audiences around the globe through his books, keynotes, and conference workshops.
When not speaking or writing, he is a loyal husband to his high school sweetheart and a doting father to his two daughters.
Learn more: https://www.coachloya.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lance-loya-founder-and-ceo-of-the-good-teammate-factory
Download our debt acceleration calculator and receive our 30 minute virtual training FREE to learn how you could pay off your mortgage in 5-7 years!
Learn more: https://acceleratedbanking.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-bruce-coo-of-accelerated-banking
Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace-of-mind in retirement.
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits
I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put missions on hold to establish a family in New Zealand.
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.
My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!
I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.
Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.
With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.
With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.
We look forward to beginning a journey with you!
Set an appointment with one of our advisors in our office. https://rossbrokers.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-health-insurance
Chris Jones is a high-energy, entrepreneur, coach, speaker and best-selling author.
His high energy, raw approach coupled with his passion for coaching others through powerful, game-changing transformation makes him a speaker that is different from the average duck.
He has a proven track record, founding 3 successful companies. He has lots of wild success stories and many valuable battle scars from his experience there.
He implemented EOS in his own company to help him scale the business and achieve freedom to pursue his passion for coaching.
As a seasoned entrepreneur and Certified EOS Implementer, Chris knows his way around business-building and crisis recovery. Known for his ability to find the gifts and strategic pivots in difficult climates, Chris now focuses his energy on working with entrepreneurial leadership teams to create game-changing transformation.
Learn more: https://www.relentlesschrisjones.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-jones-entrepreneur-coach-speaker-and-best-selling-author
Amidst the peak of the pandemic, Brian Wong was exposed to the abrupt changes to remote working. From at-home casual attire to formal video meetings, Wong began to see the disconnect between comfort and versatility.
This posed the question of ‘What if there was a brand that offers products tailored for people who work from home?’ Meaning, ‘What if there were products that are both appropriate for a formal video meeting, all the while feeling comfortable and casual.’
Addressing the question at hand, Wong was opened to the endless opportunities of a concept in such a niche market and a ‘soon-to-be normalized’ business structure. Together with business partner and cofounder, Kingsley Fong, they were able to expand on the idea and put it into concrete terms.
Learn more: https://normansapparel.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-wong-co-founder-of-fashion-brand-normans
Jay Hummel is the CEO and co-founder of Wealth Advisor Growth Network (WAGN), a company focused on taking minority stakes in wealth management firms and service providers. WAGN acts not only as an investor, but also as an active partner in running the businesses. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $42B in assets under management.
He is a former Managing Director of Envestnet (ENV) where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office and started his career in accounting and consulting at Deloitte.
Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor. Success and Succession was named by wealthmanagement.com as their book of the decade for 2010-2019.
He is also the host of The Deep Dive Podcast in partnership with RIA Channel.
Learn more:
https://wagn.biz/
https://www.riachannel.com/deepdive/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-hummel-ceo-and-co-founder-of-wealth-advisor-growth-network-wagn
I am an author, speaker, business coach and entrepreneur who handles Channel Management, Business Development and Product Marketing for White Glove, a seminar marketing and management firm that helps financial advisors offer educational workshops to those who need financial education.
I started my career at IBM in PR and Communications, then transitioned to Sales, then left the workforce to start and raise my family. I became a certified life and business coach and ran my own company, Mom Biz Coach, for 12 years, where I turned my focus to working with entrepreneurs and small business owners. My 30+ years of experience have taught me a lot about how to help small businesses become better businesses. But more importantly, I’ve had the joy of solving problems, creating new things, developing great people and being part of something bigger than myself.
I love to bake, cook and drink craft beer, and I also love running, which helps counteract those other hobbies. My favorite place to be is out in the woods on a hike or in some unique restaurant eating delicious food with my family and friends.
Learn more: https://www.whiteglove.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lara-galloway-svp-of-channel-management-at-white-glove
Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to his current role, Eric was the founding CEO of Orion Advisor Tech, which he continues to lead, and previously served as COO for CLS Investments. As an industry-recognized thought leader and advocate for advisory professionals, Eric has written numerous articles that have appeared in InvestmentsNews and The Journal of Financial Planning. Eric has received numerous industry awards, including ThinkAdvisor’s IA25 in 2012 and 2019, and InvestmentsNews’ Icon & Innovators Award in 2019.
Eric earned his Bachelor of Science in Accounting from Brigham Young University and Master of Business Administration from the University of Utah. As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.
Learn more: https://orion.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-clarke-ceo-and-founder-orion-advisor-solutions
Scott MacKillop is CEO of First Ascent Asset Management, the first flat-fee turnkey asset management program (TAMP).
First Ascent has been ranked by advisors as the #1 TAMP for the past 3 years (2022, 2021, 2020) in the T3/Inside Information Advisor Software Survey.
Last year Scott won the “CEO of the Year–Asset Managers” WealthManagement.com Industry Award and a ThinkAdvisor Luminaries Award for Executive Leadership.
Scott has served as president or CEO of 5 TAMPs and is a pioneer in the TAMP industry.
Scott has written over 160 articles and papers on investment-related and practice management topics and spoken at over 100 conferences, webinars, and podcasts.
Learn more: https://firstascentam.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-mackillop-ceo-of-first-ascent-asset-management
I’ve been helping families with their college planning journey since 2010.
I also provide clients in need of assistance with retirement planning safe options to grow their retirement nest egg as they near their retirement years, as well as show them a retirement option on how they can build a retirement plan that will provide them tax free income when they retire.
Learn More about our free webinars, workshops, and free consultation
https://www.excelcollegeandretirementplanning.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lea-cruz-founder-of-excel-college-and-retirement-planning
Dan Barrett helps real estate investors get more leads and deals online.
Dan is Head Nerd at AdWords Nerds, the world’s largest Google Parter agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals online for his clients, and been behind extensive industry experimentation and original research. He’s worked with investors and companies like Joe McCall, Alex Joungblood, Tom Krol, 1-800-Fair-Offer, Investor Carrot, and more.
Dan also runs the Search. Click. Convert Bootcamp and the exclusive REI Marketing Mastery program, intensive online workshops where he personally helps a small group of investors automate their lead acquisition and dominate their local markets online.
He’s the voice behind the REI Marketing Nerds podcast – over 150 episodes strong with a 5-star rating on Apple Podcasts – and the AdWords Nerds YouTube Channel.
You can find out more about him at AdWordsNerds.com.
Learn more:
https://adwordsnerds.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-barrett-head-nerd-at-adwords-nerds
Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and CPA’s to provide a range of sophisticated services to clients.
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.
It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!
Learn More: https://lippmaninsurancegroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-fixed-indexed-annuities
Rebecca is a seasoned CEO and veteran Fortune 50 Global Executive. She draws on deep expertise in the financial services industry and has a demonstrated track record of leading highly successful business turnarounds, scaling new businesses, and expanding operations globally. In June 2020, Rebecca founded RMK Group, LLC, an advisory and consulting service focused on fintech, digital currency and payment systems. She is a frequently sought-after speaker on leadership and business transformation, life and work integration, culture change, and building high-performing teams. She recently wrote a book, FitCEO: Be The Leader of Your Life, about achieving holistic health—at work, home and play.
Learn more: https://rmkgroupllc.com/ OR https://fitceobook.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rebecca-macieira-kaufmann-founder-of-rmk-group-and-author-of-fitceo
Chris is a marketing and customer experience strategist. His expertise centers on how organizations can improve alignment between their go-to-market strategies and their frontline channels (sales, customer service, support, etc.).
As President of InnerView, Chris and team have developed the breakthrough InFront platform, which applies market research processes to collect and analyze employee and partner perceptions of customer needs and company value proposition.
Chris shares his unique perspective as a teacher, speaker and author. He is an adjunct marketing professor at Villanova University (MBA) and is regularly published in outlets including Harvard Business Review, Forbes and Ad Age. Chris is a frequent keynote speaker and host/moderator for various trade and professional groups, and a popular guest on business podcasts, appearing on more than 50 shows.
He and his family live outside of Philadelphia and can usually be found outdoors, hiking, kayaking or pretending to play golf.
Learn more: https://innerviewgroup.com/ OR https://infrontinsights.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christopher-wallace-president-of-innerview
Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and CPA’s to provide a range of sophisticated services to clients.
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.
It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!
Learn More: https://lippmaninsurancegroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-hybrid-life-long-term-care-plans
Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.
As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.
Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.
Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.
Learn More:
www.MySevenFs.com
https://www.fmgwebsites.com/febe98b5-26f6-4cb3-9ec2-f3b1e046192a/mysevenfs-com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-discussing-his-seven-f-strategy-for-life
Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.
As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.
Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.
Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.
Learn about the Countdown to College: http://www.collegefundingcoach.com/
Get your free College Money Report™ – https://planning.college/collegefundiungcoach/cmr
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-career-college-planning-coach-discussing-college-planning
RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors.
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™
WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.
LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.
Learn More: https://www.retireprotected.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-ira-maximization-concepts
I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put missions on hold to establish a family in New Zealand.
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.
My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!
I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.
Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.
With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.
With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.
We look forward to beginning a journey with you!
Set an appointment with one of our advisors in our office. https://rossbrokers.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider
David is the Head of Procurement at Logitech International with whom his career spans over a decade across management roles in finance and more recently procurement. David’s primary priority as a procurement leader today is to ensure Logitech and the wider corporate sector can deliver real progress towards equality via their supplier spend. A core value for Logitech and a personal passion for David.
2022 co-founded the coalition for gender fair procurement:
https://genderfairprocurement.com/
Learn more:
https://www.logitech.com/
https://www.linkedin.com/in/david-latten
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-latten-head-of-procurement-at-logitech-international
Joshua Schwadron is the CEO and Founder of Mighty, a legal tech startup that is fixing the personal injury system by helping people injured in an accident get the help they need to recover legally, physically, mentally and financially by putting their interests first. When he first began his career in PI, he was shocked by the lack of support given to those injured (especially given that 56% of Americans can’t come up with more than $1,000 in an emergency) in accidents – and the inequitable amount of money that flooded the pockets of the billboard lawyers meant to serve them. He found that stark disparity abhorrent, and it motivated him to come up with a fairer, more just alternative. That alternative is Mighty.
For Josh, the opportunity to not only fix a broken system but to genuinely help the most underserved and marginalized members of American society get back to normal after such a critically difficult moment in their lives is what inspires him to continue the fight against this industry that has been so resistant to change over the last five decades.
Learn more: https://www.mighty.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joshua-schwadron-ceo-and-founder-of-mighty-personal-injury-disruptor
David is best known for his stunning limited edition artworks, which have been exhibited 100+ times at the world’s most prestigious galleries and sold for tens of thousands of dollars.
With 25+ years of experience, he has worked with many iconic brands, including Mercedes, MTV, Nike, Coca-Cola, and Davidoff, as well as A-list stars and business giants like Steve Jobs.
During his first-ever show in 2004, Elton John bought half of his pieces, which helped his career take off.
David has also been featured in countless publications, including Vanity Fair, The New York Times Magazine, Rolling Stone, and Condé Nast Traveller, and he has published 10 art books that have sold thousands of copies worldwide.
Learn more: http://daviddrebin.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-drebin
I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.
Learn More: https://myclearstrategy.com/
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-a-holistic-approach-to-retirement-planning
Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.
As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.
Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.
Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.
Learn More: http://www.CollegeFundingCoach.com/
DISCOVER YOUR WORK PERSONALITY STRENGTHS AND BEST CAREERS
https://www.careerfitter.com/free_test/careerbuilder?afid=1593
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-rfc-registered-financial-consultant-college-funding-coach-discussing-career-planning
Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by unmatched customer care.
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.
Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.
Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.
Learn More: https://www.dieujustefinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-generational-wealth
Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by unmatched customer care.
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.
Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.
Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.
Learn More: https://www.dieujustefinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-key-person-business-strategies
John Shegerian – the serial entrepreneur responsible for co-founding Homeboy Industries, FinancialAid.com, Engage and many other impactful organizations — currently serves as co-founder, Chairman and CEO of ERI, the largest cybersecurity-focused hardware destruction and electronic waste recycling company in the United States.
Learn more: https://eridirect.com/
Get your FREE copy of John’s Amazon bestselling book The Insecurity of Everything: How Hardware Data Security is Becoming the Most Important Topic in the World – just email John at jss@eridirect.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-shegerian-co-founder-and-ceo-of-eri
Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and and CPA’s to provide a range of sophisticated services to clients.
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.
It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!
Learn More: https://lippmaninsurancegroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-long-term-care
Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by unmatched customer care.
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.
Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.
Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.
Learn More: https://www.dieujustefinancial.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial
David Tamm is an accomplished leader, author, thought pioneer, and the Founder and CEO of Pencerita, a legacy preservation platform designed to put users back in control of their narrative, data, and content. As a business builder, David has a flair for rapidly transforming ideas into profitable businesses. His upbringing, where he grew up with just enough to succeed, along with his later self-made success via hard work, creativity, and dedication, gave him a unique perspective on the commercial world and the technological landscape. This has enabled him to successfully launch five companies across various industries, giving him extensive experience with tech startups and building systems for scalability and sustainability.
On top of his extensive startup experience, David has nearly 20 years of project and program management expertise in the technology, operations, and sales disciplines. Digital innovation is one of David’s specialties, as well as marketing insight and research, executive leadership, and corporate sales.
As a lifelong learner, David has three degrees and has attended CU Boulder, Auburn, the University of Maryland, and three other institutions of higher learning. He’s currently engaged in research at the doctoral level and is working toward an MBA. His private research interests are in the realms of virtual reality and artificial intelligence.
David has worked in both the government and corporate industry sectors and has proven himself to be a leader time and time again. He served for nearly ten years as an enlisted Airman and Officer with the United States Air Force, and is a combat veteran with deployments to Iraq and Afghanistan. He formerly held a Top Secret – SCI clearance.
The military instilled in David a strong sense of devotion to volunteering and giving back to his local community and his respective fields. It also taught him the importance of investing in the next generation. Because of this, David frequently mentors up-and-coming business owners from all over the world.
David currently lives in Highlands Ranch, Colorado, and enjoys traveling and spending quality time with his wife. He’s as equally dedicated to his own personal development as he is to the success of his business ventures and continually strives to be a great husband and a loving Corgi dad.
Learn more: https://pencerita.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-tamm-founder-and-ceo-of-pencerita
Jack Sharry is the Chief Growth Officer at LifeYield, co-chair of the Money Management Institute Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, and co-chair of Next Chapter Leadership in Action. He also hosts the WealthTech on Deck podcast, teaches at Babson College, is the author of the book Authentic and Ethical Persuasion, and contributes regularly to many industry publications.
Learn more: https://www.lifeyield.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-sharry-chief-growth-officer-at-lifeyield
Dave owns 8 businesses which have generated over a billion dollars collectively for over 1,000 clients, including major brands and fortune 100 companies like Target, Time Magazine and American Express.
When his doctor asked him at the age of 29 “Are you prepared for your heart attack?” He realized he needed to learn how to scale businesses without the stress killing him. Dave now runs his companies from the mountains next to a river and 3 waterfalls.
Using a conscious capitalism and unconventional marketing approach, he was able to rapidly grow his businesses by investing money into his people instead of paid advertising.
After selling his first business, he acquired 3 companies and has invested $3 million into companies this year. His mission is to employ over 200,000 people and revolutionize the way we reward good talent.
He wants to be so big that governments can’t ignore him because his companies take up too much of their GDP. Or, put simply … he wants to buy the freedom that was stolen by greedy individuals and corporations
Learn more: https://davevalentine.co/oo
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-valentine-ceo-speaker-business-coach-strategist
RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors.
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™
WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.
LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.
Learn More: https://www.retireprotected.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-long-term-care-strategies
Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After working for a few years as an independent financial advisor, at Invest Financial Corporation (2009-2012), he founded Barnett Capital Advisors in 2012, a registered investment advisor in the State of Florida, with a vision that investors deserved better investment strategies for growth.
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.
Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.
When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.
Learn More: http://www.barnettcapitaladvisors.com/
Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-social-security-claiming-options
Patrick has more than fifteen years of strategic experience in the financial, insurance and tax industry.
As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families.
A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as a resource specialist to the general public. This led him to establish the COFFEE Group, a non-profit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes.
Serving the affluent families and high-net-worth business owners, he partnered with Redwood Tax Specialists (RTS) Group. RTS is a national elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of significantly reducing taxes, building a retirement income for life and creating a legacy for the next generations.
Learn More: https://unifirstfinancialandtax.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants
RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors.
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™
WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.
LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.
Learn More: https://www.retireprotected.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-the-medicare-advantage-madness
She doesn’t simply talk about doing it – she has DONE it. She believes you should speak based upon experience, not opinion…through immense trials and 20 years of branding experience, she has grown her company to be respected as the premier personal and corporate branding group in the US. Each keynote and training session is built on content that has been tested, tried and lived —not simply read about in a book. Brand may be a hot topic today, but Mila has been talking about brand for over 15 years.
Forty years of life with eighty years of experience in leadership, branding, marketing, coaching and entrepreneurship in a time when the world is changing at breakneck speed – she has been tested, tried and built from years of doing the work rather than simply reading about it. Her personal story of building a personal brand, and her business, while in the middle of an incredible personal trial is an authentic story that has engaged, inspired, and led people to build their own personal brands without fear. Her story of raising her children, building her business, supporting her husband while he was in prison for mail fraud, all the while working her face off to become one of the leading consultants in her field, has inspired thousands. She knows that building personal brand isn’t easy, but because of her own experience these past 20 years, she has proven she is the expert based upon experience, not opinion, time and time again.
Thousands of keynotes and training sessions over the past almost 20 years, Mila delivers her information in an engaging way, reading the audience reactions in real time in order to create an experience for each specific group. When possible, the goal with each keynote is to connect with the audience, take questions, work through current challenges audience members may be going through and provide them immediate answers for solutions.
Brand drives everything, all success, and each topic under the corporate or personal brand umbrella is more important than ever for each individual and company. Anybody can motivate an audience – what people want is transformation and motivation. With each keynote or training session, the goal is to enrich lives, move people, teams and organizations forward in the right direction with the knowledge of how to do so. Audiences leave inspired with a vision while being armed with tools to act immediately.
You want to hear her story, learn how to build your personal and company brand and all that comes with it.
MODA Image and Brand Consulting, LLC was born out of Mila’s passion to help others succeed by sharing what she has learned in the world of business, brand, sales and marketing. She too often saw people and organizations fail regardless of their potential because they were not focusing on what matters most; Brand Drives Everything. She is the leading personal and corporate brand, leadership, marketing and image coach. Her training series, Personal and Professional Brand, has served individuals and businesses of all types and has trained thousands of employees at companies nationwide.
No other company in America does what MODA Image and Brand Consulting does under one roof. As far as we know, MODA is the only company in the United States that is able to integrate corporate brand, social media strategy, personal brand, leadership, marketing, sales, image, internal and external communication, non-verbal communication, emotional intelligence, brand storytelling, the ‘why’ exercises, professional etiquette, body language, executive presence and fashion into training seminars, 1:1 coaching and consulting agreements that benefit both the company and its employees.
Her career began in the insurance industry with a quick transition to the music industry; and then to a firm where she worked with athletes, entertainers, professionals and businesses in the area of brand and marketing. She has even spent a tremendous amount of time working in the ultimate branding sport of NASCAR and has worked with some of the top stars bringing together their corporate sponsorships. She was working with BRAND before it became the word of the century.
MODA Image and Brand Consulting and Mila are serving companies in the ranks of the Fortune 100 to 500 listings, private practices and private companies with her program Brand Drives Everything. Her company has advised professional firms, executive suites and even placed senior executives in their corporate dream jobs. As a business owner and someone who has worked in and up the leadership, image and brand business, Mila brings something of added value to every client she has, sharing her strong faith, hard work ethic, values, integrity, extensive relationships and business savvy with everyone she serves.
She is often a guest contributor to numerous publications, speaking to companies, groups and associations across the U.S., while being an expert consultant on television and hosting seminars and training thousands. She has been honored as a Forty under 40 recipient and a Woman of Influence by the Nashville Business Journal.
MODA is focused under Mila’s leadership to become the premier leadership, corporate and personal brand and image company in the U.S.
OUR SEMINAR AND TRAINING PROGRAMS HAVE SERVED FORTUNE 500 COMPANIES, PROFESSIONAL FIRMS, ASSOCIATIONS AND UNIVERSITIES ACROSS THE UNITED STATES
Dollar General
Nissan
NTS Development Company
Fifth Third Bank
LBMC
Avenue Bank
Cortland Partners
Freeman Webb
First Farmers and Merchants Bank
CedarStone Bank
Deloitte
Caterpillar Financial
Vanderbilt University
University of Tennessee
Lipscomb University
Belmont University
Frost Brown Todd
Spirit Coach
Muncie Power Products
Vivere Health
TN Hospital Association
CHS Community Health Systems
Broadridge Financial
KraftCPAs
Bradley Arant Boult Cummings
HealthStream
HCA Healthcare
American Society of Women Accounts
American Association of Women Dentists
Covenant Surgical Partners
Tennessee Valley Authority
ITT Technical Institute
ESCU Credit Union
Georgia Tech
Simplex Healthcare
e+ Cancer Care
Interfaith Dental
University of South Carolina
AT&T
Dillard’s
Cortland Partners
SunTrust Bank
Symantec/Veritas
Colliers International
Learn more: https://www.modaimageconsulting.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mila-grigg-ceo-of-moda-image-and-brand-consulting
Hite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their businesses. After helping more than 75 businesses in a span of 18 months, Jake began looking for partners with like-minded values (honesty, transparency, relationship) in the digital marketing space, and his path intersected with Hite Digital.
By combining resources and experience, Hite Digital Eugene is able to help MORE businesses clarify their message, choose their marketing methods, create their materials, and control their momentum by working together!
Learn more: https://jakezufelt.com/
Get a copy of the book: https://sucks.jakezufelt.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jake-zufelt-owner-of-hite-digital-eugene-author-of-digital-marketing-sucks
Don Plotsky is co-founder and managing member of Alternative Income Solutions and manager of the AIS – Foundation Fund, LP a diversified specialty finance portfolio. He is also co-founder and managing member of Uinta Investment Partners LLC, a multi-family office founded in 2017.
Mr. Plotsky has nearly 40 years of investment management experience as a leader, innovator and portfolio manager. His primary focus over his career has been on fixed-income and structured products. Prior to forming Uinta and AIS, he served as head of product development and product management at Western Asset Management (2002-2016) and as head of the firm’s retail business.
Learn more: https://www.alt-incomesolutions.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-plotsky-co-founder-of-alternative-income-solutions-discussing-predictable-income-with-specialty-finance
Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y
Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-private-banking
Rob has been a trusted advisor to family businesses since 2010.
Prior to becoming an advisor, Rob had a distinguished career in leadership – including ten years as a CEO at 2 different companies. One was a public company with $300 million in revenue, the other a family business with $100 million in revenue where he successfully managed the restructuring and sale of the company.
Rob has led companies through 10x growth, helped turn struggling companies around, and has conducted more than $100 million in acquisitions.
Rob’s company, Ferguson Alliance, is on a mission to increase the lifespan of family businesses. Rob believes that with the right foundation in place, businesses can live
infinitely.
Learn more: https://ferguson-alliance.com/interview-with-rob-ferguson-founder-advisor-with-ferguson-alliance-family-business-exit-planning
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Kelley C. Pyles is a CERTIFIED FINANCIAL PLANNER™, Certified Long Term Care Specialist, Independent Investment Adviser Representative, and insurance professional. Kelley’s number one priority is ensuring that clients can live their lives to the fullest and make the most of their hard-earned money.
Kelley began her career in financial services with Allstate Insurance. Over her twenty-year career there, she developed a passion for helping others with their finances. She began to focus solely on the financial services industry and retirement planning. Kelley obtained her CFP® certification, and is proud to serve as a fiduciary adviser acting in the best interest of her clients in every part of her practice.
Kelley’s specialties include income and legacy planning, investment advice, analyzing the proper balance of risk and safety, long term care planning, and tax minimization strategies. She passed the Series 65 securities exam and holds her life and health insurance licenses. She earned her bachelor’s degree from the University of Florida and is an avid Gator fan.
In her free time, Kelley enjoys cooking, reading, and spending time with her family and friends. She and her husband, Jim, have been married for 30 years. They have two children, William and Katie. William is currently serving in the Marine Corps as a crew chief on the CH-53K helicopter. Katie is in 11th grade. She enjoys softball, volleyball, and jet skiing.
Please reach out to her to be sure you are making the right choice for your future. Learn More: https://kelleypylesfinancialadviser.com/
Certified Financial Planner |A213175
Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kelley-c-pyles-cfp-certified-long-term-care-specialist-with-royal-fund-management
Can you go from crafting at your kitchen table to a multi-million-dollar business? As CEO, Holly Daniels Christensen has proved – yes! Using grit and the actual sand beneath her toes, that’s exactly what this entrepreneur has done.
The founder of Dune Jewelry left home at 15 years old, and never looked back. She held a variety of jobs with stints as a zookeeper, pharmacy technician, promotional model, bartender, cellphone, car and cruise salesperson. She also spent 14 successful years as a top agent in Boston’s highly competitive real estate market.
This unique bootstrap entrepreneur who proved she was unafraid of hard work was voted 2016 Woman-Owned Business of the Year for Massachusetts and New England by the Small Business Association (SBA). In 2018, Inc. magazine honored Dune Jewelry as No. 2590 on its 37th annual Inc. 5000 List which is the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Currently, Dune Jewelry is the one-and-only experiential jewelry brand in the world.
It all started in 2007, when this self-taught jewelry designer began making beach sand jewelry for friends and family at her kitchen table, then officially launched Dune Jewelry full time in 2010. Now, Dune employs a team of 28 people working in a 3,100 square foot studio space in Hyde Park, Massachusetts. Dune continuously fills orders for over 700 retail partners worldwide while their thriving e-commerce website focuses on selling personalized Experiential Jewelry that captures their customer’s most cherished memories.
Additionally, Holly has created an exclusive Sandbank which holds over 5,000 sands and earth elements gathered from iconic and memorable locations around the globe which customers can select from to customize their jewelry. Dune’s first-ever branded retail boutique opened in July 2021 in Harwich Port, Massachusetts to showcase the diverse range of the brand’s products, and in April 2022, Dune opened their second retail location, an “experiential concept” store in Ketchikan, Alaska.
Holly is an advocate for giving back to the community and is proud to spearhead many fundraisers each year for non-profit organizations such as SMILE Mass, The Association to Preserve Cape Cod and Mission Blue. In addition, Dune often donates a portion of their sales throughout the year to various charities such as the global relief organization All Hands and Hearts, the Surfrider Foundation and the P.A.W.S Project. Currently, the company has surpassed over $200,000 in charitable donations.
Holly’s book, “Happiness Comes in Waves” released in May, 2022 from Quarto Publishing. Happiness Comes in Waves provides life lessons filled with inspiring stories and quotations from the Dune community and ocean advocates—illustrated with gorgeous photographs of the ocean, shorelines, and beaches. Each chapter is dedicated to a theme with chapters on being unstoppable, adventurous, creative, grounded, soulful and abundant.
Holly lives in Walpole, Massachusetts with her husband Eric, their two daughters Alexa and Lyla, and their rescue pup, Earle. She is dedicated to creating a future that motivates people to understand that continued hard work and perseverance is a direct path to success.
Follow Holly Daniels Christensen on her personal Instagram: holly_daniels_christensen
For more information on Dune Jewelry visit, https://dunejewelry.com/
Follow Dune Jewelry on social media:
Instagram: DuneJewelry
Facebook: https://www.facebook.com/dunejewelry
Twitter: @dunejewelry
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-holly-daniels-christensen-founder-ceo-of-dune-jewelry-co
Taliya Bashani is an attorney who specializes in real estate law and is an expert negotiator. Taliya is also a NY licensed broker and FL licensed title agent who teaches continuing education courses to realtors. She started her own law firm at 27 years old and has now built a multi-million dollar practice. Taliya is an avid traveler whose goal is to visit 20 countries. She has worked with some of the top real estate agents including Ryan Serhant from Million Dollar Listing NY. Taliya is a philanthropist who volunteers at summer camps for children with needs, and teaches youth programs to inspire kids to follow their passions and live their dreams.
The best way to connect with her is on her personal site. You can connect with her on any of her social media. You can check out her website, seminars and events. https://tali360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-ceo-of-tab-law-firm
Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y
Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-to-invest-in-real-estate
Rey Perez is CEO & Founder of “AMP Your Brand” an Elite Multimedia Branding & Marketing Agency specializing in making entrepreneurs, small business owners, and professionals more attractive to their target market. Focused on making better quality connections and building a larger following with their uniquely designed “360 Marketing System.” Rey is also the creator of TheVIPbrandingExperience.com the world’s first done-for-you branding and marketing 3-day live event as well as the Founder of My360sites.com the ultimate all-in-one connection site for individuals, companies, and organizations that want to connect their brand faster to a much larger audience with all their media and links in one place.
Rey Perez is a Best Selling Author, Award-Winning Speaker, Podcast, Radio & TV Talk Show Host, Elite Business Coach, and Philanthropist who leads Mastermind Groups and Business Growth Seminars Globally. He has shared the stage and worked with some of the biggest industry icons such as Les Brown, Jack Canfield, Bob Proctor, Kevin Harrington, and Sharon Lechter, just to name a few. Leveraging nearly two decades of sales and marketing experience Rey and his team of experts create world-class celebrity brands for top entrepreneurs and professionals who want to dominate their niche or industry.
Rey entered the field of marketing and promotions while spending several years promoting high-end VIP Events in Miami’s South Beach Nightlife Industry. He quickly discovered the immense benefits of engaging potential consumers through the power of video marketing and social media to expand his reach and impact. The riches are truly in the niches. Therefore, Rey looks at what clients are great at, and why they are great at it. This allows him to build clients a superstar brand. Rey is an avid traveler who has visited over 20 countries and is always searching for the next adventure. He skydives, scuba dives, and has even dove with great white sharks in Australia.
He collects fast, exotic cars and has a passion for speed and power. Rey is a philanthropist who started the nonprofit organization, “Influence With Love” which aims to empower underprivileged youth through mentorship and to build entrepreneurial skills. Rey is also the host for the online services at Potential Church in Cooper City, Florida. The clients he typically serves include professionals who are speakers, authors, coaches, consultants, trainers, small biz owners, and entrepreneurs who are personality-driven and the face of their businesses. Rey’s greatest success is to hear the stories of his clients breaking into 6, 7, and even 8-figure sales ranges.
To gain access to Rey’s full 40min Live presentation on “How To Increase Leads & Sales with the Power of Personal Branding, Networking & Presenting” To Maximize Your Influence & Monetize Your Mission BY BECOMING THE RECOGNIZED GO-TO AUTHORITY IN YOUR NICHE OR INDUSTRY
https://brandin2days.com/presentation
Learn More: https://reyperez360.com/interview-with-rey-perez-1-global-branding-expert
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors.
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™
WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.
LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.
Learn More: https://www.retireprotected.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-taxes-impact-retirement
RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors.
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™
WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.
LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.
Learn More: https://www.retireprotected.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-social-security-claiming-impacts-retirement
Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y
Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-for-retirement-planning
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.
Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients’ financial team is working in unison to minimize financial leakage.
Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.
In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.
Learn more: https://www.empoweredfinancialplanner.com/
Avoid the 5 Biggest Financial Pitfalls Leading to Individuals Outliving Their Savings
https://www.empoweredfinancialplanner.com/pitfalls
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner
Victor Kostroub is married and has three sons with his wife Lilia. To date, Fine Designs finedesigns.com has been ranked among America’s fastest growing companies and is one of the 5,000 fastest growing companies out of 27 million companies in the United States. With a headquarters in Seattle, WA Fine Designs operates in every State of United States as well as Europe, Australia and New Zealand.
As one of the world’s most renowned motivational speakers, Victor is a dynamic personality and highly-sought-after resource in business and professional circles for Fortune 500 CEOs, small business owners, non-profit and community leaders from all sectors of society looking to expand opportunities.
For three decades he has not only studied the science of achievement but he’s also mastered it. Victor Kostroub straight-from-the-heart, passion, and high energy motivates audiences to step beyond their limitations and into their greatness in many ways
The press calls him a dynamic and interesting teacher with the ability to inspire. Victor’s seminars on management, relationships and personal growth have changed thousands of destinies around the world.
Also Victor sits on a Advisory board in one of the most prestigious colleges in United States UW university/Bellevue College.
And from September 15, 2022 you can listen to Victor’s podcast “The mentors by design”
Learn More: https://finedesigns.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-victor-kostroub-ceo-of-fine-designs
Shaun has a passion for diversified knowledge. He strives to learn new concepts and discover opportunities that most would consider “outside the box.” With an engineering degree and experience working with high net worth clients as well as middle America, Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles. Shaun has been helping clients in the financial services industry for over 18 years. He likes to share information about private family foundations and unique solutions to those struggling with debt. When working with clients, his goal is to relieve the anxiety and stress caused by an overload of often conflicting, information.Throughout his career, he’s served in a managerial role in an international humanitarian aid logistics company, served on the board of several non-profits, and been a senior advisor with other top financial services companies.
Outside of work, Shaun loves to spend time with his wife and 4 girls, ages 13, 11, 10 and 1. He’s coached softball and held a leadership role with the local service unit of Girl Scouts. Camping, hunting, fishing, and other outdoor activities are also favorite pastimes.
The cost of assumption can be catastrophic. Schedule a brief consultation with me to confirm the best financial strategy for you and your family. You have nothing to lose and everything to gain.
Learn More: https://aspencreekfinancial.com/our-team/
Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Some Investment Advisor Representatives (IARs) of Redhawk Wealth Advisors, Inc. may market their advisory services under the name of Aspen Creek Capital Management, LLC; an unaffiliated and separate legal entity.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-ceo-of-aspen-creek-financial
Physician Financial Health was created when Mr. MacDonald and his Certified Financial Planner co-founding partner, Dr. Mark Rieger, CFP® recognized Physicians are always taking care of others but often don’t have the time or right information to make the most informed decisions for their own personal finances.
As an Investment Fiduciary, National Financial Literacy Educator, Financial Planner and Retirement Specialist, Mark MacDonald joined Dr. Mark Rieger in pledging a financial Hippocratic Oath to financially take care of Physicians.
That pledge led to the creation of Physicians Financial Health, the exclusive Physician only organization dedicated to helping busy Physicians have the same financial resources and level of support they have in their medical practice.
Most important, Mr. MacDonald and Dr. Rieger recognized Physicians have different financial needs based on their personal and professional life stage, so a 3-Tiered membership program was created to meet their financial and professional needs.
At the core of each membership tier is a personal Physicians Financial Health Plan that organizes, monitors and updates a Member Physician’s personal finances in one comprehensive, integrated, adjustable, living, breathing plan.
Most important, a Physician’s most valuable asset is time, so Mark MacDonald and Dr. Rieger created different levels of “On-Call” financial service and support with each Membership level.
Different Membership Plans Include Part or All the Following Sub-Plans in Their Personal Physician Financial Health Plan:
• Creation of Near and Long-Term Financial Goals
• Income, Asset, Expense, Debt, Insurance and Federal & State Tax Integrated into One Adjustable Plan
• Development of a Separate Personal Physician Retirement Plan That is a Sub-Set of their Physician Financial Health Plan
• Analyzed and Optimized Insurance Coverage for Current and Future Needs
• Protecting and Growing Investments with Downside Protection
• Identifying and Assisting in Obtaining Free College Money and Low Interest Loans
• Creating Guaranteed Lifetime Income Opportunities for Retirement
• Maximizing Social Security and Pension Options
• Federal and State Tax Reduction Opportunities and Strategies
• Current and Future Uncovered Health Care Needs and Solutions
• Personal and Professional Debt Reduction Plans and Loans
• Tax-Advantaged Gifting and Legacy Plans for Loved-Ones and Charities
• Protection Against the 4 Major Destroyers of Financial Wealth
Most important, as an Independent Financial Advisor, Mr. MacDonald and Dr. Mark Rieger helped create Physician’s Financial Health as an organization that puts Physician Members first in the planning process to serve their personal finance needs with unbiased and uncompromised integrity.
Mark MacDonald is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade/Schwab Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor and Certified College Planning Specialist. He is a former U.S. CEO and publishing executive at leading financial news companies including US News and World Report, Individual Investor and Ticker broker/dealer magazine.
Mark’s biggest priorities and responsibilities focus on ensuring Physician Financial Health serves its exclusive Physician Members and their personal finance needs.
In addition to co-running the membership organization, Mark still finds time to work one-on-one with Physician Members to develop and update their Physicians Financial Health Plan.
Mark has been married to his wife Leigh for 39 years and are proud parents of two daughters and two grandchildren.
Learn More: http://physiciansfinancialhealth.com
Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-macdonald-president-of-physicians-financial-health-discussing-tax-mitigation-strategies
Dr. Daniel Knowles, who is known as Dr. Danny, developed the Mile High Movement, after years of experience as a successful chiropractor, consultant, mentor and teacher. He has been running his own chiropractic practice since 1997. After graduating from New York University with honors in 1992, he attended Sherman College of Straight Chiropractic, graduating in 1996 with a Doctor of Chiropractic and a Clinical Distinction Award. From 1997 through 1999, he ran a chiropractic practice in Spartanburg, South Carolina. In 1999, he moved to Boulder, Colorado, setting up his highly successful Network Family Wellness Center. In the last dozen years, he has served thousands of patients. Also in that time, he has been a member of and/or served as an officer of numerous regional, national and international chiropractic organizations. He serves on the Sherman College of Chiropractic Board Of Trustees (2011 to 2019t) and is a member of the Colorado Chiropractic Association (2007-Present). As a member of the Colorado Chiropractic Wellness Alliance (2001-2009) he served as Chairman of the Board of Directors from 2002-2006 and is a Board of Directors Member. He is also a member of the International Federation of Chiropractors and Organizations (1993-Present).
Dr. Daniel “Danny” Knowles is a licensed chiropractor and the founder of Network Family Wellness Center, the Mile High Chiro Movement Weekend and Lifetime Wellness Practice, a service-based firm offering premium growth strategies and client care consulting to professional chiropractic teams. Additionally, he serves EpiEnergetics as International Operations developer and as an Instructor.
Considering himself first and foremost a care provider, Dr. Knowles has served as a professional private chiropractor for over two decades. Behind his vibrant smile and friendly demeanor is a chiropractor who is passionate about the care he delivers to each and every patient and is driven to provide unprecedented levels of service to anyone visiting his practice. At Lifetime Wellness Practice, his daily mission is to advance the core philosophies of chiropractic care that are proven to reduce dis-ease and improve the lives of patients seeking a healthier existence. Dr. Knowles understands that chiropractic involves so much more than a persons back, its about their life. It is a philosophy rooted in optimizing the expression of the wisdom within.
For the last two decades in addition to serving people in his practice Dr. Daniel Knowles has been a team teacher for Wise World Seminars as well as serving at their healing retreat weekends. Currently he is the international director of NetworkSpinal trainings. In addition to his intimate knowledge of providing top-notch patient care, Dr. Knowles is a wise businessman with a wealth of insights for developing healthy, successful practices built to last. Incorporating both classic, proven business practices and leading edge strategies which utilize the latest technologies of the information age, Dr. Knowles is known for developing a unique approach to chiropractic excellence, with individual tools tailored to suit the needs of any doctor seeking his counsel
Through Lifetime Wellness Practice, Dr. Knowles has been blessed with the opportunity to not just help chiropractors establish successful, committed practices, but he’s also been given the chance to advance the philosophy of chiropractic care as it was meant to be taught. His clients don’t just learn how to become financially successful, they also become philosophically rich, and learn how to form a successful practice based on the idea of premium levels of care for patients. This core tenet is echoed throughout Dr. Knowles services, few things excite him more than getting to share them with his fellow chiropractors.
He is the recipient of numerous awards and honors for unprecedented client service, outstanding quality care, and extraordinary scholarship, including the Mile High Vision Award presented by Mile High Chiropractic, Distinguished Service award by Sherman College, the Spirit of Sherman Award presented by Sherman College, and Team of the Year award presented by Chiropractic Pure and Simple. Dr. Knowles has made hundreds of professional presentations across the U.S. to fellow chiropractors, scholars and professionals seeking his keen insights into the philosophy of chiropractic, the future of the industry and healthy living.
Deeply rooted in the founding, core philosophies of chiropractic care, Dr. Knowles is proud of his educational background and cares for his patients according to the most highly-acclaimed and proven approaches in the field. He holds a bachelor’s degree, with honors, from New York University, and a Doctor Of Chiropractic degree from the Sherman College of Straight Chiropractic, where he also earned the Clinical Distinction Award.
When he’s not in the office or spending time with clients, Dr. Knowles enjoys hiking, biking, and spending time with his beautiful wife and two children. Always eager to meet fellow chiropractors or those interested in chiropractic care, never hesitate to contact him or say hi.
Learn more: https://www.boulderchiropractor.com/interview-with-dr-daniel-knowles-boulder-chiropractor-instructor-and-practitioner-of-networkspinal
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Patrick co-founded Aperio Group in 1999, which became a leading investment management firm in customized indexing. Patrick was the Chief Investment Officer and CEO at Aperio until retirement in 2021. During that time the firm’s assets grew to $42 billion in assets managed. Prior to Aperio Patrick had been the Research Director and CFO at Morningstar.
Learn more: https://patrickgeddes.co/
Buy a copy of his book: “Transparent Investing: How to Play the Stock Market without Getting Played”
https://www.amazon.com/Transparent-Investing-Market-without-Getting-ebook/dp/B09N9YGV8B/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patrick-geddes-co-founder-of-aperio-group
Randi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides her clients through the legal risks they’ll face now and in the future, so they can focus their time and efforts on the value, expertise, and experience they bring to their business.
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.
Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.
Randi’s firm, Sagacity Legal PLLC has just been named a 2022 Best of Florida “Intellectual Property Law Firm” in the Guide to Florida’s annual readers’ poll.
Learn More: https://sagacitylegal.com/
Not Legal Advice
The information contained in this podcast is provided for informational purposes only, and should not be construed as legal advice, nor are they intended as a source of advertising or solicitation. The material on this podcast may not reflect the most current legal developments. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site to the fullest extent permitted by law. Do not act or refrain from acting upon this information without seeking professional legal counsel in your own state. The information in this podcast should not be viewed as an offer to perform legal services in any jurisdiction other than those in which Sagacity Legal’s attorneys are licensed to practice. No past results serve in any way as a guarantee of future results.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-understanding-worldwide-patent-strategies
Rob Braiman is the founder and CEO of Cogent Analytics, an innovative consulting firm helping Main Street businesses thrive. With a long-standing reputation as a successful serial entrepreneur, Rob has worked directly with American business owners like himself to improve strategic planning, operations, growth, and profitability.
Rob earned his first equity at 26 as a subordinate partner to another entrepreneur who saw great potential in him. Later he developed another partnership, where they built three companies together. Eventually, Rob became a Business Analyst representing small to mid-sized businesses, which drove him to establish Cogent Analytics.
Over the last two decades, Rob’s personal engagement with more than 1,700 businesses has led to data-driven strategies proven to bring growth and success to small and mid-market business owners. Featured in Inc 500, Inc 5000, Fast 50, and the Financial Times, Cogent Analytics has maintained a strong reputation for solid growth and has continued to be one of the fastest-growing companies in our market for nearly a decade.
Rob has built a strong company culture based on his personal code of honor, courage, wisdom, faith, perseverance, and loyalty, principles that started with his service in the U.S. Military with SOCOM. Providing resources and assistance to others is at the very core of the entrepreneurial spirit and is a vital part of the foundation at Cogent. His personal mantra – Raise others up, and you will rise
His primary objective with every client is to put their interests first and ensure they receive the best tools and support for long-term stability and success. Mr. Braiman is a husband of 27 years and a father of two.
Learn more: https://www.cogentanalytics.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rob-braiman-founder-and-ceo-of-cogent-analytics
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.
Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.
Learn more: http://triplett-westendorf.com/ | https://mypt5.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and I have had a lot of years to hone it to perfection and integrate it into the mortgage industry to become a part of my lifestyle. Consequently, it’s easy for me to connect with my clients, and liaise with listing agents and home sellers.
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.
Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.
I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.
Book a planning session with me today, to get that VIP treatment you deserve.
Learn More: https://www.cmgfi.com/mysite/berj-arakelian
NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-unique-loan-options-for-investors
Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After working for a few years as an independent financial advisor, at Invest Financial Corporation (2009-2012), he founded Barnett Capital Advisors in 2012, a registered investment advisor in the State of Florida, with a vision that investors deserved better investment strategies for growth.
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.
Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.
When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.
Learn More: http://www.barnettcapitaladvisors.com/
Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-asset-allocation-in-retirement-portfolios
Dustin has been living and breathing software development for over 20 years. He is the Co-Founder of Caffeine Interactive Technologies, an agency that focuses on planning strategies and architecture, ensuring that software implementations are straightforward based on clear ways to measure success. He enjoys working with clients to build the right technology, whether it’s a multi-tiered mobile app built with React and Laravel or a simple website based on WordPress. He received his Bachelor of Science in Computer Engineering from Texas A&M University.
Dustin is proud to work with some of the most talented business analysts and developers in the industry. He is a solopreneur and has grown his company based on a 100% remote team which has been thriving for the last eight years.
In his spare time, Dustin enjoys playing tennis, fishing, reading, gardening, cooking, music, hiking, and hanging out with his family. He believes that a work-life balance is essential to operate a business, overcome adversities, and find a bigger purpose in life. He is eager to talk about the importance of having personal freedom while being a successful entrepreneur in the software industry, working with remote teams, and managing family crises.
Learn more: https://caffeineinteractive.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dustin-devries-cto-co-founder-of-caffeine-interactive
Spencer Hilligoss is a full time investor and former operations leader who walked away from a lucrative career of 13 years across 5 high-growth Fintech companies. In 2019, five months before the pandemic – Spencer left behind the golden handcuffs to give full focus on serving Madison Investing’s passive investor group.
Now, Spencer’s full focus goes to Madison Investing – a passive investing group with hundreds of members actively deploying capital with Madison’s vetted sponsors and deals in high-growth markets across the US. Spencer and his wife/COO Jennifer put their own personal skin-in-the-game with each operator as the cornerstone of a 5-part sponsor vetting framework, designed to de-risk the toughest question facing every passive investor: “can I trust this team with my capital?”
Madison Investing specializes in real estate syndications and private equity funds – focused on multifamily, self storage and niche asset classes. Madison has partnered on real estate deals totaling more than 10,000 units – spanning 36 deals and 13 full-cycle exits.
Spencer is a father of two, an avid guitar player, graduate of CU Boulder and currently based in the Bay Area, California. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council. Madison Investing is accepting applications from new members who meet Accredited Investor requirements:
Learn more: https://www.madisoninvesting.com/interview-with-spencer-hilligoss-ceo-and-co-founder-of-madison-investing
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Matthew Ablakan’s journey began at a very young age where trading Pokémon cards began to teach him a variety of skills such as how to Negotiate and the importance of Demand and Supply. As he entered High School, Matthew began to sell Jansport Backpacks, Hair Straighteners and Dog-Tags to his peers. He began to dabble into Mutual Funds on a small scale and began learning more about Investing. Upon entering University, Matthew worked part-time jobs as a cook, waiter and manager of a couple of restaurants in order to help pay for his tuition. Chuck E Cheese, Johnny Rockets and Lucky Strikes taught Matthew many valuable lessons in communication, hard-work, honesty and transparency. It was in those early years that Matthew began to learn more about Real Estate and Invested in his first Pre-Construction Condo at the age of 19 with zero help from his immigrant parents, using a flexible deposit payment plan and part of his student loan.
Matthew is the Founder & Owner of the Millennial’s Choice Group of Companies; a Real Estate, Mortgages, Insurance and Education brand. To better benefit his clients, Matthew has earned numerous degrees including, a Bachelors in Education, a Honourary Degree in Law & Society, a Real Estate Brokers License, a Mortgage Brokers License, & a Life Insurance Agent License. Education & Financial Literacy are important facets to the success of Millennial’s Choice. Matthew’s track record exudes his professionalism, experience, & most important, his persistent care for each and every one of his clients.
Learn more: https://millennialschoice.ca/
https://financialfreedomclub.ca/ebook
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matthew-ablakan-founder-owner-of-the-millennials-choice-group
My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and I have had a lot of years to hone it to perfection and integrate it into the mortgage industry to become a part of my lifestyle. Consequently, it’s easy for me to connect with my clients, and liaise with listing agents and home sellers.
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.
Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.
I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.
Book a planning session with me today, to get that VIP treatment you deserve.
Learn More: https://www.theberj.com
NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-serving-realtor-referral-partners
Joe Macleod is the founder of the world’s first customer ending business. A veteran of product development industry with decades of experience across service, digital and product sectors. He is the Head of Endineering at AndEnd and a TEDx Speaker. He is an energetic Englishman and advises companies on how to game out their endgames. He is also the author of the Ends book, that iFixIt called “the best book about consumer e-waste” and the new book –Endineering, that people are saying “defines and maps out a whole new sub-discipline of study”.
Learn more:
Endineering Book (2021)
https://www.andend.co/endineeringbook
https://www.amazon.com/dp/9163947838/
Hash tags.
Endineering
DesignEnds
AndEnd Website
http://www.andend.co/
Ends Book (2017)
https://www.amazon.co.uk/dp/9163936445
Become an Endineer
http://www.andend.co/training-for-beginners-in-ends
LinkedIn
https://www.linkedin.com/in/josephmacleod/
https://www.linkedin.com/company/andend/
Twitter
@mrmacleod
@andend_co
Instagram
@mrmacleod
@andend.co
https://youtu.be/3gD7MREWgMI
https://www.wired.com/story/startups-prepare-for-downfall/
https://www.ifixit.com/News/48850/if-you-want-to-feel-better-about-e-waste-you-have-to-sell-stuff
https://www.andend.co/endineeringbook
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joe-macleod-founder-head-of-endineering-at-andend
Randi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides her clients through the legal risks they’ll face now and in the future, so they can focus their time and efforts on the value, expertise, and experience they bring to their business.
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.
Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.
Learn More: https://sagacitylegal.com/
Not Legal Advice
The information contained in this podcast is provided for informational purposes only, and should not be construed as legal advice, nor are they intended as a source of advertising or solicitation. The material on this podcast may not reflect the most current legal developments. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site to the fullest extent permitted by law. Do not act or refrain from acting upon this information without seeking professional legal counsel in your own state. The information in this podcast should not be viewed as an offer to perform legal services in any jurisdiction other than those in which Sagacity Legal’s attorneys are licensed to practice. No past results serve in any way as a guarantee of future results.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-the-best-patent-filing-strategy
Kirk Michie is the founder of Candor Advisors.
For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives.
Learn more: https://candor-advisors.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kirk-michie-founder-of-candor-advisors
Brandi spent most of her career in management and leadership roles at Magnolia Gardens Nursery, a family business with over 150 employees.
As a “next generation” family member in a family-owned business, Brandi understands the delicate and at times challenging situations that can face family businesses.
Brandi has experience developing strategic plans, leading departments and managing capital expenses. She’s comfortable with complicated financials and the nuances of organizational structure.
However, her passion lies with the people. Organizations excel when the people within them thrive and Brandi is driven to bring out the best in people.
As a teacher and a leader, she loves to help people reach their potential as empowered leaders who are confident in their abilities.
Learn more: https://ferguson-alliance.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brandi-marek-advisor-with-ferguson-alliance
My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and I have had a lot of years to hone it to perfection and integrate it into the mortgage industry to become a part of my lifestyle. Consequently, it’s easy for me to connect with my clients, and liaise with listing agents and home sellers.
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.
Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.
I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.
Book a planning session with me today, to get that VIP treatment you deserve.
Learn More: https://www.cmgfi.com/mysite/berj-arakelian
NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans
Enrico is a life insurance specialist at Elite Retirement Consultants in Sparta, NJ. He strives to provide personalized service to valued clients which includes implementing advanced insurance planning. Enrico‘ s diverse professional background assists with providing the holistic approach to estate planning.
Enrico, has been a small buisness owner and has also served in executive management for a sporting goods manufacturing company. He possesses series 6, 63, 65, life and health insurance licenses.
Learn More: https://www.erc401.com/
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-enrico-brex-financial-advisor-with-elite-retirement-consultants
Matthew Gallagher, founder of Prosperity Wealth Management, is a Certified Financial Planner™ Practitioner who graduated from Baylor University and received an Executive Management Certificate from the University of Notre Dame. He has been featured on the ABC Dallas morning show discussing his book, “Greener Pastures,” and threw out the first pitch at a Texas Rangers game. He is married to his wife, Erica, and they have two sons, Jaden and Jensen.
Learn more: https://www.retirewithmatthew.com/
Advisory Services Offered Through CreativeOne Wealth, LLC, a Registered Investment Advisor.
Prosperity Wealth Management, LLC and CreativeOne Wealth, LLC are not affiliated.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management
Randi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides her clients through the legal risks they’ll face now and in the future, so they can focus their time and efforts on the value, expertise, and experience they bring to their business.
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.
Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.
Learn More: https://sagacitylegal.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-patenting-an-invention
Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After working for a few years as an independent financial advisor, at Invest Financial Corporation (2009-2012), he founded Barnett Capital Advisors in 2012, a registered investment advisor in the State of Florida, with a vision that investors deserved better investment strategies for growth.
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.
Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.
When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.
Learn More: http://www.barnettcapitaladvisors.com/
Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors
I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.
Learn More: https://myclearstrategy.com/
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-legacy-estate-planning
Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibilities that lay ahead.
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.
In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.
Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.
In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.
When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.
In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.
If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.
Complimentary Power of Attorney, Help with business valuation, Complimentary Second Opinion, investment review/analytics: http://www.planwithbob.com/
Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-2
For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, customized advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.
Learn More: https://montanawm.com/
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset
I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.
Learn More: https://myclearstrategy.com/
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy
Jessica Fialkovich is a Business Exit Expert, Author, Speaker, and Small Business Advocate. When she sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully and then buy her next business — a business brokerage office. For ten years she has built the fastest growing and most successful business brokerage firm in the U.S. But she realized that most business owners that decide to sell are not prepared, and although hundreds of experts will teach you how to start a business, how to grow one — very few will teach you how to sell. In founding her education firm, Exit Factor, she decided to pull back the curtain about how the business sales process works and give buyers and sellers the tools to successfully (and profitability) complete a transaction. She is an entrepreneur at heart and successfully built and sold two startups, along with her husband and business partner, Al. When not at work you her find in the mountains exploring with Al and spending time with her new son, Brix, or attending as many Springsteen shows as she possibly can. #exitfactor #sellmybusiness #mergersandacquisitions
Learn more: https://exitfactor.com
Buy a copy of her book How to Get the Most for Selling Your Business” https://www.exitfactor.com/book/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jessica-fialkovich-a-business-exit-expert-author-speaker-and-founder-and-presidcent-of-exit-factor
Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.
Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.
He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.
Learn More: https://www.chalicenetwork.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network
Good at sports, but bad at school, Ryan Larson, the son of a working-class Arizona couple grew up concerned that he’d never succeed in life. When high school sports didn’t earn him a college scholarship, his prospects looked dim. While working a dead-end job, a fiery twist of fate inspired his new direction in life—becoming a firefighter.
In his debut book, Ryan shares his struggles in school, feeling like an outsider at home, and the unexpected twists and turns during the lowest points in his life that inspired him to build his successful financial advisory firm, FirstLine Financial, LLC.
Learn more: https://firstlinefin.com/about/
Opinions expressed herein are solely those of FirstLine Financial, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through FirstLine Financial LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through FirstLine Wealth Management LLC, an affiliated company.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial
Louie has been in the business for 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive leadership. He currently holds his series 7, 6, 63 and insurance licensure. He lives in Minnesota with his wife Amber and two daughters.
Learn more: https://partnersadvantage.com/
Partners Advantage - A Gallagher Company; 9130 Anaheim Pl., Suite 120 Rancho Cucamonga, CA 91730. For Financial Professional Use Only. Not for use in solicitation or advertising to the public. This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances. This marketing piece in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer, insurance companies or registered investment advisory firm.
©Copyright 2022 Partners Advantage - A Gallagher Company
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-louie-slagle-senior-vice-president-of-life-insurance-distribution-with-partners-advantage
Dale is a former purchasing agent and convenience store manager. Has been in personal management since 1977 and promoted several employees to management positions. His are of expertise, over his career has included national awards for recruitment, training and retention of employees and being able to bring people together for the betterment of the organization. Building relationships is one of his strengths, as witnessed by his actions with non-profit, Serving Our Kids Foundation.
In conjunction with his executive roles, Dale has led successful fundraising and volunteer efforts. Since starting Serving Our Kids, with 20 meal bags, he has led the mission to achieve more than 4,500 weekly and produced more than 750,000 meal bags.
We want to inspire you to find a cause, and jump into action to make a solution. A vision, plan, hard work and perseverance can help make this world a better place for everyone!
Learn More: https://www.servingourkids.org/interview-with-dale-darcas-founder-executive-director-of-the-serving-our-kids-foundation
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.
Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.
Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/
Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement
Mark founded his creative production company in 2006, grew it to a little over $2mm in annual revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today Phanta Media focuses less on growth and “keeping the machine fed” and more on doing extraordinary work with really cool people.
As a brand strategist, Mark also understands the need to be courageous and has developed a killer process that can help you make your next courageous move.
Learn more: https://www.phanta.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-drager-founder-of-phanta-media
Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.
Adolfo Rodriguez is a college graduate from the University of Houston Clear Lake and holds the following designations: Registered Financial Consultant (RFC), National Social Security Advisor (NSSA). He is a National Financial Planning Association member and the National Association of Insurance and Financial Advisors. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement, and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of the San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA, a non-profit organization Society of Financial Awareness. He’s also Co-founder of Bio Energetic, with two pain management clinics in Las Vegas, Nevada, San Antonio, and opening one in Houston in 2022. Adolfo Rodriguez has been featured on many networks as a Social Security and retirement expert.
Adolfo Rodriguez was born in Havana, Cuba in 1966, and his parents were able to leave the communist island for a better life in 1968. Adolfo’s family was transplanted to Texas, where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty, and integrity. His father opened and operated his own business, and Adolfo inherited the business after his father’s death in 2016. Adolfo operates the accounting part of his father’s business as other family members run the business’s daily operations.
Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa graduated from the University of Houston and will be teaching and coaching in her old high school Andres, after playing basketball in college at Kansas on an Athletic Scholarship, has joined the firm as a junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife; they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas, and Texas is the place they call home.
Andres Rodriguez is completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became a Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client based on their current financial situation and future retirement goals. In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to serve his clients better.
Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.
Andres loves dogs and enjoys spending time with his two grown German Shepherds “Lady and Ryan.” Andres enjoys exchanging stories with other dog owners he is always amazed how different dogs can be depending on the breed. He would love to be a breeder as a hobby later on in life.
Learn More: http://adolforetirement.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement
• Registered Investment Advisory
• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken
Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.
Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.
Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.
Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services
Learn More: https://momentumfsgroup.com/
Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification. Guarantees are based on the claims paying ability of the insurance company
https://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.html
https://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.html
https://www.wsj.com/articles/its-the-worst-bond-market-since-1842-thats-the-good-news-11651849380
https://acl.gov/ltc/basic-needs/how-much-care-will-you-need
https://www.kiplinger.com/personal-finance/insurance/health-insurance/602819/you-can-keep-some-assets-while-qualifying-for-medicaid
https://www.alzint.org/about/dementia-facts-figures/dementia-statistics/#:~:text=Numbers%20of%20people%20with%20dementia,will%20be%20in%20developing%20countries
https://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longer
https://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longer
https://www.SSA.gov
https://www.thoughtco.com/living-past-90-in-america-3321510
https://www.forbes.com/sites/johnnosta/2013/02/03/the-first-person-to-live-to-150-has-already-been-born-revisited/?sh=6ea7f79759b9
https://www.statista.com/statistics/266657/us-life-expectancy-for-men-aat-the-age-of-65-years-since-1960/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement
Billy Wease is a pharmacist with over 30 years of clinical experience specializing in wellness and is the author of the #1 best selling book The 21st Century Pharmacist. His mission is to minimize the side effects prevalent in prescription and over-the-counter drugs by educating people about attaining optimal health by using food, natural supplementation, and exercise.
Since graduating from the pharmacy program at UNC-Chapel Hill in 1990, Billy has opened three independent Prescriptions Plus Compounding Pharmacy locations in the Carolinas. He has received specialized training from the Professional Compounding Centers of America and earned an Advanced Fellowship in Metabolic and Nutritional Medicine from the Metabolic Medical Institute. He is a co-owner and a coach at Core Fitness Kings Mountain. He is an adjunct professor at a private university in North Carolina, where he teaches an elective in the pharmacy school.
Billy is the founder and CEO of OptiYou RX, a health company based around an incredibly successful, life-changing wellness program designed to help participants transition to an optimally healthy lifestyle.
To expand the reach and efficacy of OptiYou RX, Billy created four proprietary supplements that he believes are foundational for optimal health. These supplements are manufactured with pure ingredients and meet the most stringent quality standards in the world.
You must become the Chief Executive Officer (CEO) of your own health. Completing my OptiYou RX Wellness Summit and/or scheduling a 1 on 1 consult with me will make it fast and easy. You will learn how to easily implement the 5 Pillars of the OptiYou Rx Program so you can look, feel, and think better than you imagined possible.
Learn More: https://billyw360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-billy-wease-health-and-wellness-expert-founder-and-ceo-of-optiyou-rx
For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.
Learn More
https://montanawm.com/
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-planning-advisor
Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.
Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.
Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come.
Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.
The most important thing to Kirk is his wife, Priscilla, and their children.
Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/
Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples
Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. His new book, The Peace Index, releases in the Fall of 2022.
Jeremie is the Co-Founder of GiANT, a company that certifies coaches and consultants that serve companies and their employees.
Jeremie has started over 20 companies while living in Oklahoma City, Moscow, Atlanta and London.
Pick up a copy of the book:
https://www.amazon.com/Peace-Index-Five-Part-Framework-Fulfillment/dp/1119985927/
https://thepeaceindexbook.com/
Learn more:
https://www.jeremiekubicek.com/
https://www.giantworldwide.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremie-kubicek-communicator-serial-entrepreneur-and-co-founder-of-giant-author-of-the-peace-index
Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.
Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.
S. Jay Olshansky received his Ph.D. in Sociology at the University of Chicago in 1984. He is currently a Professor in the School of Public Health at the University of Illinois at Chicago, Research Associate at the Center on Aging at the University of Chicago and at the London School of Hygiene and Tropical Medicine, and Chief Scientist at Lapetus Solutions, Inc.
The focus of his research to date has been on estimates of the upper limits to human longevity, exploring the health and public policy implications associated with individual and population aging, forecasts of the size, survival, and age structure of the population, pursuit of the scientific means to slow aging in people (The Longevity Dividend), and global implications of the re-emergence of infectious and parasitic diseases.
Dr. Olshansky is on the Board of Directors of the American Federation of Aging Research.
Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/
Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement
As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years.
As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success in the virtual sales environment.
Ryan is certified in both NLP and NEPQ sales strategies, and is always finding new ways to deliver value to those who come into contact with him.
Learn more: https://www.symmetryjobs.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group
I’ve always been interested in business and making money. I got my first job at 13 and my first employee 6 months later. At the age of 16 with the help of my father I bought my first duplex. So I guess business has been a passion for over 40 years. Through the years I've grown and sold businesses, worked with banks, CPA's and Attorneys. I've funded over 150 million into many businesses over the years. I have helped some exit and sell while structuring to sale to avoid or mitigate Capital Gain taxes.
The life cycle of a business has a similar pattern so lessons learned in one business can often be used in another. Think of knowledge as one of the most valuable commodities you should acquire.
My goal has always been to help other business owners earn more while paying less in taxes. Because for those who work hard to employee themselves or others their goal is to keep as much as is legally allowed so they and their family can be as safe as possible.
Learn More: https://americoreusa.com/ or give us a call at 747-224-8110
Contact us today for a complimentary analysis of your financial position to see where you can benefit. Remember, the dollars saved today are dollars plus growth you will have in retirement.
Licensed Insurance Specialist | 0D72205
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners
Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous publications, including the Journal of Accountancy and South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise.
In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy’s tenth graduating class. He was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October 2018. In 2019, he was selected as one of CPA Practice Advisor’s 40 Under 40.
When he is not helping clients build and grow their companies and agencies, Chris enjoys spending time with his wife and three young kids, playing golf,
obsessing over efficient workflows, listening to Metallica, and rooting for his beloved Philadelphia Eagles. Every April, you can find him on the 18th hole of Harbour Town Golf Links volunteering as a Marshall at the PGA Tour’s RBC Heritage event.
Learn more: https://www.betterwaycpa.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-hervochon-founder-of-better-way-cpa-accounting-for-marketing-agencies-and-nonprofit-organizations
Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.
Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.
Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.
Learn more: https://freedomtax.io
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit
Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.
Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.
Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.
Learn more: https://freedomtax.io
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money
Bill is a private lender that specializes in short-term purchase money loans with a construction component for real estate investors/builders in the Southeast.
Also, a managing member of Carolina Capital Management, the manager of Carolina Capital Reserve Fund I, a Private Pool Mortgage Fund created to raise capital from
accredited investors and deploy it into real estate secured loans. He is responsible for raising capital and managing the day-to-day operations of the fund and management company.
A regular speaker at real estate investor and private lending events around the country,Bill has 30 years of mortgage experience that includes residential and commercial, the vast majority of that time spent in the wholesale space.
He has had a unique opportunity to be involved in literally thousands of mortgage transactions and thus has seen almost every type of scenario play out, both good and bad, giving him a unique depth of experience in the real estate investment space.
One of the most common questions I get is how can I put my money to work like the bank?
The next step for you would be to click the link below to schedule your free 30min “Be the Bank” strategy call.
http://www.carolinahardmoney.com | https://BillFairman.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-fairman-co-founder-of-carolina-capital-management
Marta Skik Harich is a business advisor who has been in the accounting and tax industry for over 2 decades. Her vast experience with strategic tax planning has provided her clients with the tools necessary to proactively create wealth and profitability with their business. Marta is a CPA and holds a Master of Accounting with a Specialization in Finance and is a member in several business organizations and masterminds. She is a leader and discovered her passion to build opportunities for others and watch them grow to their finest potential. Marta founded her own tax and accounting firm and created it differently from the traditional mold. The firm not only focuses on tax returns and financial statements but on how to create opportunity and strategy for clients to achieve a desired quality of life. Marta is an avid traveler who is passionate about creating success at all levels: life, family, business, motherhood, and marriage. When not at the office Marta loves to read, attend sporting activities, dance, play the piano, and skydive.
Connect with me on my 360 site and I will be happy to provide a complimentary review of your current tax strategy.
https://martash360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marta-skik-harich-wealth-profitability-strategist-founder-ceo-of-prestige-business-enterprises
Susan Heartlight’s dream was to be an author and is now the award winning author of her book, One Power For Good Actions to Create Joy in Your Life! Susan began in the service industry serving food as a waitress at the age of 16; she then became a hostess. She learned the importance of customer service and teamwork. As a bank clerk she learned about money and the importance of every penny. As a massage therapist and Reiki Master; she became a Master Spiritual Healer, aware of the importance of rest and caring for our mind and body. As a licensed therapist for 23 years Susan learned the dedication it takes to build a business and experienced great joy being there to shine a light on her client’s issues, that created obstacles as she offered them a new way of looking at them. Susan worked for the Los Angeles Superior Court for over 15 years serving and protecting people who could not protect themselves.
Buy her book: https://www.amazon.com/ONE-POWER-GOOD-Actions-Create-ebook/dp/B08TQXLGJ4/
Think Positive – Love Being Alive!
Whatever your dream may be keep it alive on your journey as you gather all of the components that make up who you are. Faith, Love and Hope are available to guide you and the right and perfect people come into your life to give you support when you stumble.
Get back up, Think Positive and Love Being Alive!
Learn More: https://heartlight360.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-susan-heartlight-author-of-one-power-for-good
Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.
Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.
Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.
Learn more: https://freedomtax.io
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money
Luke DePron is an online weight loss coach for busy entrepreneurs and businessmen, as well as the host of a high-performance podcast, and the founder of the Live Great Lifestyle.
Using his extensive training in Exercise Science Kinesiology combined with strategies learned from a network of elite performers (including Navy Seals, World Champion fighters, NYT Best Selling Authors, and more) has helped transform the lives of everyday men to Olympic-level athletes.
Today he helps high achieving entrepreneurs lose 20-40 pounds in 90 days through the Lean Body Method so their physiques, energy, and confidence match the success they have in business and in life.
Learn more: http://livegreatlifestyle.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-luke-depron-founder-of-the-live-great-lifestyle
Before digital payments, David’s life was summed up with one word: business. People start businesses for a variety of reasons, but the most common factor is experience. With firsthand experience on the other side of the digital payments industry, David was aware of the struggles other business owners faced when it came to accepting payments. What he didn’t know what just how much residual income his sales agent (and now wife, Patricia) was making on his monthly sales volume. That’s exactly how David found himself on the front lines of the digital payments industry., David’s ingenuity and integrity — coupled with his art of the deal — makes him the marketing and revenue driving force behind their flagship product, Residual Payments.
As fast as they are able to scale businesses is about as quick as their love story happened. David and Patricia met at a time when neither of them were looking. Within 2 days of meeting until almost ten years later, their couple machine is stronger than ever. They moved in together after two weeks of meeting, Dave proposed within 2 months, and they married a year later. In business, they both bring a different flavor to their empire that creates nothing short of magic.
For their flagship product, Residual Payments, they took their combined 30 year working knowledge of entrepreneurship business building, and branding and built a one-of-a-kind platform that teaches both established and aspiring business owners from every walk of life how to make residual income from multiple products and services including merchant services.
Realizing how powerful their “two” brains together are, they have turned their lives into a power couple think tank—a work from anywhere incubator whereby they scale and launch their own businesses while helping other entrepreneurs launch theirs.
Patricia and David’s relationship has made them titans of their industry. “For the past 10 years, we have watched businesses succeed and fail as our own businesses continued to grow exponentially. We know what works and what doesn’t. We know how to take an idea or a service and catapult it into an instant success. Either firsthand or through our clients, we have seen what the proper marketing, advertising, placement, and hustle can accomplish. We have built platform after platform for our businesses and have opened to their virtual doors to thousands of people who leverage their services.
Our flagship product under Carlin Global is Residual Payments- that’s what Carlin Global built from the ground up and created a massive training program teaching people about a business they have been around their entire lives – a business that they have used every day to buy products and services – and we teach business owners and entrepreneurs how to earn a very real income from this service. That’s something we built without any prior experience. The Carlin Global platform is essentially an extension of two humans who act like a living and breathing CRM or incubator to help people, partners and businesses scale.
Learn more: https://residualpayments.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-carlin-founder-of-residual-payments
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip
Learn More: http://www.level5financial.com/
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-retirement-planning-within-the-context-of-a-family-office
For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.
Learn More: https://montanawm.com/
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip
Learn More: http://www.level5financial.com/
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different
Hite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their businesses. After helping more than 75 businesses in a span of 18 months, Jake began looking for partners with like-minded values (honesty, transparency, relationship) in the digital marketing space, and his path intersected with Hite Digital.
By combining resources and experience, Hite Digital Eugene is able to help MORE businesses clarify their message, choose their marketing methods, create their materials, and control their momentum by working together!
Learn more: https://www.hitedigital.com/eugene/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jake-zufelt-owner-of-hite-digital-eugene
Terri has been in the real estate business for 9 years. She was brought on as an office manager at the beginning but was soon drawn to the rewarding challenge of providing homebuyers and sellers with professional, responsive, and attentive real estate services. Terri is extremely familiar with neighborhoods in and around Denver. You can count on her to be available with any questions, prompt response time, and know that she will be diligent from start to finish.
As a Colorado native, Terri enjoys all Colorado has to offer, along with spending time with her amazing family and her incredibly adorable pup. Traveling has been a huge part of her life; experiencing new cultures and the incredible food from several different countries.
Learn more: https://trinityteamrealestateco.com/terri-thompson/ | https://www.facebook.com/TerriThompsonRE/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-terri-thompson-realtor-with-trinity-team-real-estate-at-keller-williams-preferred
Curtis L. Jenkins, Author, Award winning Project Management Professional, Keynote Speaker, Forbes contributor and Philanthropist, is an innovative business advisor who focuses on servicing small to midsize companies. He specializes in enabling client growth, working directly with business owners with direct coaching and also developing and leading their advisory boards. He serves small to midsize companies, specializing in enabling client’s strategic growth by concentrating on the company vision, business strategy alignment, culture, operations, and key projects.
Curtis’ approach is based on his trademarked – REALIZATION FRAMEWORK EXPERIENCE® which focuses on Vision, Operations (Financial and Human Capital), Planning & Execution and Accountability (Key Performance Indicators and Advisory Board support). His new book Vision to Reality, Stop Working, Start Living; details this approach and serves as a guide to business leaders who want to grow their companies to 7 and 8 figures.
Curtis’ career spans 20+ years as a Project Management Executive in Mergers & Acquisitions, Global Information Technology Projects, Lean, Six Sigma, and Management Consulting in many industries.
Learn more: http://www.cljassoc.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-curtis-l-jenkins-author-award-winning-project-management-professional-keynote-speaker-forbes-contributor-philanthropist
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip
Learn More: http://www.level5financial.com/
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center
Marcus Räder is co-founder and CEO of Hostaway, the leading all-in-one vacation rental management software. Originally from Finland, Marcus has lived in many countries worldwide, including Sweden, Poland, and The Netherlands, before settling in Canada. This passion for travel and dedication to learning about the vacation rental ecosystem, together with the deep expertise in technology and start-ups of Marcus and his co-founders, enabled the creation of Hostaway. In his spare time, Marcus enjoys following the latest in venture capital markets, playing guitar, and listening to death metal with his daughter.
Learn more: https://www.hostaway.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.
Adolfo Rodriguez is a college graduate from University of Houston Clear Lake and holds the following designations: Registered financial Consultant (RFC), National Social Security Advisor (NSSA) and Certified in Social Security Claiming Strategies (CSSCS). The only advisor in Texas to hold both Social Security designations. He is a member of the National Financial Planning Association and the National Association of Insurance and Financial Advisor. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA a non-profit organization that Society of Financial Awareness. His also Co-founder of Bio Energetic with two pain management clinics is Las Vegas Nevada, San Antonio and opening one in Houston 2022. Adolfo Rodriguez has been featured on many network as a Social Security and retirement expert.
Adolfo Rodriguez was born in Havana Cuba in 1966 and his parents were able to leave the communist island for a better life in 1968. Adolfo’s family was transplanted to Texas where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty and integrity. His father opened and operated his own business and Adolfo inherited the business after his father’s death in 2016. Adolfo operates the accounting part of his father’s business as other family members run the business daily operations.
Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa is graduating from University of Houston and will be attending Law School in 2020. Andres after playing basketball in college at Kansas on an Athletic Scholarship has joined the firm as an junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife, they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas and Texas is the place they call home.
- Andres Rodriguez is currently completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client, based on both their current financial situation as well as their future retirement goals.
In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to better serve his clients.
Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up in household, Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.
Andres loves dogs and enjoys spending time with his two grown German Shepherd’s “Lady and Ryan”. Andres enjoys exchanging stories with other dog owners he is always amazed how different dogs can be depending on the breed. He would love to be a breeder as a hobby later on in life.
Learn More: http://adolforetirement.com/
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement
I am passionate about helping people to live well and be remembered. I do this with holistic Estate and Retirement planning. I use both Law and Insurance products to help clients hit their goals and give them peace of mind.
Learn more: https://www.zaledowlen.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-zale-dowlen-kingdom-driven-attorney-estate-planner-insurance-professional-and-public-speaker
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? At what age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
(303) 922-4309
Learn more: https://www.complete-spectrum.com
Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-discussing-creating-tax-free-income-using-roth-iras
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? At what age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
(303) 922-4309
https://www.complete-spectrum.com
Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-founder-ceo-of-complete-spectrum-financial-services-discussing-how-to-avoid-market-losses
Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms.
Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!
She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.
Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.
Learn More: https://transcendthelight.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-discussingtransformational-life-coach-energy-healer-emotional-trigger-management
An Atlanta native and a veteran of real estate with nearly 25 years of experience, Julie Brittain’s knowledge of the Atlanta area and its suburbs is unparalleled. A recipient of the 2020 Crystal Phoenix Award from the Atlanta REALTORS® Association, acknowledging her 20 years as a Multi-Million Dollar Top Producer, Julie is passionate about the industry.
Julie graduated with honors from the University of North Georgia with a degree in Psychology and is a Phi Mu Alumnae. Prior to her career in real estate, Julie was the Assistant Director of Marketing at GE Capital ITS. Julie has been featured in ATLANTA Magazine as a Top Real Estate Agent, JEZEBEL Magazine as a Realtor of Distinction, and MEN’S BOOK Atlanta as a REALTOR® of Choice.
Julie’s designations include her broker License, being an Accredited Buyers Representative, a Seller Representative Specialist, an eco-Broker & is also a Certified Property Manager. “I am your trusted advisor for all things real estate, selling, buying, investing, and flipping.”
Julie has assisted over 1000 clients and has been a leading Top Producer & MegaAgent for over 20 years. She is detail-oriented, communicative with her clients and co-op agents. Her hard work, the strength of character, and win-win ideology for her clients have become highly regarded by her clients and peers in the industry. Julie loves supporting new agents in the industry and she teachers classes and mentors agents at her Berkshire Hathaway HomeServices office. Julie is proud of her cutting-edge marketing, excellent negotiation skills, and invaluable connections, both locally and Internationally. She is charismatic and enthusiastic about her career.
She proudly volunteers for The Drake House in North Fulton and supports the Tunnel to Towers Foundation who builds mortgage-free smart homes for our most catastrophically injured veterans and first responders. Julie enjoys a sunny patio, quality time with her family, traveling, tennis, and spoiling her two cats and Rottweiler.
Learn More: https://atlantaluxliving.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-julie-brittain-atlanta-real-estate-advisor-focused-on-luxury-living-discussing-how-she-sells-listings-in-a-weekend
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-generational-wealth-radical-generosity
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-proper-write-off-etiquette-for-business-owners
Grady Gibbs helps healthcare companies engage more doctors and he helps doctors sell more products and procedures.
After a career in investment banking and finance, and a return to graduate school, Grady became an expert at applying statistics and research to consult on brand strategy for some of the largest marketers in the United States.
After launching a direct-to-consumer ad campaign for a drug company, he realized doctors needed more help than drug companies and began what is now an almost 20 year career serving doctors and helping them achieve the triple aim: good for the patient, good for the system, good for the doctor.
Learn More: https://evolvemedicalconsulting.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-grady-gibbs-strategic-relationship-development-director-with-evolve-medical-consulting
Groth Law helps injured victims locally with its car crash and “single event” practice. Internationally, Groth Law helps victims suffering injuries from Vaccine Administration in the U.S. Court of Federal Claims. In all regards, Mr. Groth devotes his time and resources to helping innocent accident victims and their families find the justice they seek after suffering an injury or loss caused by another party’s negligence or wrongdoing.
Handling all types of personal injury and wrongful death claims, Mr. Groth advocates strongly on behalf of those adversely affected by automobile and motorcycle accidents, trucking accidents, defective products, dangerous property conditions, animal attacks, nursing home abuse, and bicycle and pedestrian accidents. Throughout the course of his career, he has recovered millions of dollars on behalf of those he serves, earning his membership to both the Million Dollar Advocates Forum and the Multi-Million Dollar Advocates Forum alongside being named a Rising Star, a SuperLawyer, receiving a superb 10 on Avvo, and being named one of the Top 100 Trial Lawyers in Wisconsin by the National Trial Lawyers Association.
Jon is active in the legal community, teaching other attorneys about the intricacies of personal injury law. He’s a member of the American Bar Association, State Bar of Wisconsin, and the American Association of Justice.
Besides being a personal injury attorney, Jon has taught at Cardinal Stritch University and is a father to three kids. When there’s a spare moment to be had, Jon indulges in outdoor activities such and running or skiing, and he and his wife often volunteer at church, coach sports and drive the “Groth taxi” for their boys.
Learn More: https://grothlawfirm.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-attorney-jonathan-p-groth-founder-and-owner-of-the-groth-law-firm
Since 1987, Kevin McCarthy has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin has been able to guide his clients in proper asset allocation offering each client a clear and personalized perspective with consistent performance.
In 1993, Kevin founded McCarthy Financial Group, PA, a family owned, full-service financial planning firm. Built on honesty, integrity and personal service, McCarthy Financial Group seeks to improve our clients’ sense of security when it comes to their financial future. Through his practice, Kevin has been able to complement each one of his clients by offering a very simple approach: identify the client’s needs and goals, design and implement a plan of action, and more importantly, monitor and evaluate performance regularly and revise the plan as needed.
As a Licensed Insurance Agent, Securities Licensed Registered Representative and Investment Advisor Representative, Kevin understands how necessary it is to have access to virtually every investment and estate-planning vehicle to better benefit his clients. Kevin is qualified and licensed to offer a variety of fixed insurance products such as annuities, life insurance, and long-term care, as well as a full range of registered securities from stocks, bonds, mutual funds, and CD alternatives.
Learn More: https://www.mccarthyfinancialgroup.com/
Kevin C. McCarthy is a registered representative of and offers Securities and advisory service through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member FINRA & SIPC; MAS and McCarthy Financial Group, P.A. are not affiliated companies.
Registered Investment Advisor – A170302
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This book is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
McCarthy Financial Group is not permitted to offer, and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by McCarthy Financial Group.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-mccarthy-president-of-mccarthy-financial-group-p-a-discussing-how-to-maximize-social-security-income
Kyle Stout is the founder of Elevate & Scale, a leading digital marketing agency that helps 7-figure product-based entrepreneurs elevate their brand and scale their growth. Kyle is an authority on how leveraging email marketing can vastly increase revenue by improving customer retention, increasing average order value, and driving repeat purchases.
Kyle started his career in digital marketing back in 2013 as a freelance copywriter where he honed his skills in brand storytelling and email marketing. Once he had developed a set of frameworks that worked consistently across different niches, he started Elevate & Scale in 2019 specializing in email marketing for ecommerce businesses.
Kyle is a husband and proud girl-dad living in Tulsa, Oklahoma. When he’s not working, he enjoys working out, staying active outdoors, hosting family cookouts, and traveling.
Learn more: https://www.elevateandscale.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kyle-stout-founder-of-elevate-scale-a-leading-email-marketing-agency
Brent Kesler was a Chiropractor and Chiropractic coach for over 14 years. After implementing The Money Multiplier (TMM) Method, Brent paid off $984,711 in 3rd party debt in 39 months. In fact, Brent became so passionate about how powerful this concept was, he began sharing it with others. It was when his previous mentor told him that he had successfully referred over forty-one new clients into the system, that Brent took his advice and started
the journey to becoming a teacher of the TMM Method. Brent’s main goal in making this move was simply to help more people understand how to manage and grow their wealth.
For the last 10 plus years, Brent has been lecturing to thousands of people around the country on the dynamics of the TMM Method and helping individuals break the bonds of financial slavery they don’t even realize they are in. He teaches how to take back control of your financial life. Brent has a passionate belief that whether you make $10/hour or $10,000/hour you should know TMM Method and have this powerful information to keep control of your own money.
Learn more: https://themoneymultiplier.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brent-kesler-lecturer-and-coach-of-the-money-multiplier-tmm-method
Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms.
Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!
She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.
Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.
Learn More: https://transcendthelight.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-getting-out-of-the-constant-cycle-of-anxiety-and-stress
Hello, my name is Cindy DeHart and love living in Utah. I selected EXIT as my brokerage of choice for many reasons, but the one you need to remember is this: Above nearly every door you see a sign that says, “EXIT.” You go in and you go out – you have real-estate dreams and goals and I’m the right agent to help you get through those doors. So join me and let’s open doors together.
I was fortunate to grow up in Utah and attend college before moving to Arizona and Kentucky. Returning to Utah after many years away, gave me a noticeable appreciation for the uniqueness and beauty we are surrounded by.
My focus area is the Wasatch Front, and my website @wasatchfrontlife.com is dedicated to highlighting local businesses, activities, events and covering the real-estate market, trends, questions and activity surrounding these glorious mountains of Davis, Salt Lake & Weber counties.
The Utah area has seen a tremendous growth and has become one of the most desired areas to live in. The secret is certainly out on living in Utah.
In my years of real estate,, I’ve invested in earning designations, such as GRI & ABR to better assist my clientele. I have been licensed in AZ & UT – and experienced all sorts of market changes over the roughly 20 plus of experience.
I am confident that together, I can help any customer achieve their real-estate dreams and goals. Utilizing my experience, knowledge and commitment to my clients, I will work to find a way, develop a plan and do the work to make it happen. I invite you to view my reviews, as every customer has a unique story and journey in reaching their real-estate dreams. My strength as an agent is leveraging creativity and experience for each clients path.
I feel strongly that my entire job is to make it an enjoyable experience. To provide you the confidence through my expertise and contacts to make a real estate decision that you live and are in love with!
Traveling anywhere and spending time with my family makes me extremely happy. I continue to enjoy water and snow skiing and exploring trails in these mountains we live in. I have a healthy life balance of working and playing both equally hard!
Let’s talk about your real-estate goals and find a way to reach them. Contact me directly at 801-319-0026, email cindy@wasatchfrontlife.com
Follow my website @wasatchfrontlife.com or let’s get social @wasatchfrontlife on FB or IG.
Let’s walk through the next door together!
Learn More: https://wasatchfrontlife.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-cindy-dehart-of-wasatch-front-life-a-realtor-with-exit-realty-success-how-sellers-should-prepare-their-home-for-sale
• Registered Investment Advisory
• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken
Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.
Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.
Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.
Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services
Learn More: https://momentumfsgroup.com/
Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification.
References:
United States bureau of Labor Statistics
A 65-year-old couple retiring in 2022 will spend an average $315,000 in health-care and medical expenses in their retirement, according to Fidelity Investments. https://www.cnbc.com/2022/05/16/americans-can-expect-to-pay-a-lot-more-for-medical-care-in-retirement.html
*Genworth Cost of Care Survey 2021
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-their-proprietary-momentum-lifeyield-process
A former Florida Loan Originator and Realtor since 2015, Pamela has been selling mobile homes for over a year. She has recently obtained her Mobile Home Broker/Dealer license and runs Florida’s Best Mobile Home Sales Inc in Central Florida. Pamela is setting out to have the best team of agents, the best training, the best systems in place, the best compensation all while doing the best for her clients!
Learn more: https://www.pamsellsmobilehomes.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pamela-rachil-mobile-home-broker-and-owner-of-floridas-best-mobile-home-sales
As a full time real estate agent licensed in PA and NJ, Diane offers the time to fully understand and meet her clients’ needs.
Diane is exceptionally well-respected in the area, not only for her unparalleled professional track record and high ethical standards, but for being an honest, hard-working family woman who is tenacious and does absolutely everything possible to ensure her clients’ success. Savvy negotiations and marketing strategies join uncompromising integrity as the hallmarks of Diane’s service.
Diane respects her clients’ time and provides seamless assistance to her clients for every aspect of their home purchase or sale, while educating them throughout every step of the process.
Exceptionally loyal clientele, personal referrals, and repeat business form the foundation of Diane’s career.
Diane continues to educate herself by attending seminars and training, and by researching the latest information in the real estate industry to further enhance what she has to offer her clients.
As a former teacher, Diane is compassionate about helping others achieve their goals. As a mother of three, Diane affords her clients a first-hand perspective on finding the right home for them and their families.
Also, being from a large extended family provides Diane a keen sense to find the right home for all generations; those looking for their first home, a larger home, or looking to downsize.
Diane is the key to helping you achieve your real estate goals!
Learn More: https://dianekern.kw.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-diane-kern-real-estate-professional-with-keller-williams-in-doylestown-pa-getting-a-home-ready-to-sell
Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms.
Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!
She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.
Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.
Learn More: https://transcendthelight.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-becoming-your-authentic-self
Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.
Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.
Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.
Learn More: https://judycarlson.com
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-risks-to-the-safety-of-money-that-could-derail-a-financial-plan
Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience.
Ahmie has committed every day to helping clients and their families build financial safety nets. As a child, he experienced firsthand the challenges of financial hardship and consequently he has built his practice on the compassionate understanding of each client’s unique circumstances. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.
As a graduate from the University of Pittsburgh, Ahmie began his career with EF Hutton in 1973 and transitioned to UBS in 1993. During his 27 year career at UBS, he earned the prestigious Wealth Advisor designation. Nationally recognized, he has been named to the Barron’s Top 1,000 Financial Advisor List. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement.
Ahmie and his wife, Sara, have 3 children and a granddaughter; they live in the Fox Chapel area. He has found yoga, meditation and plant-based eating to enhance his values of health, love and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.
Learn more: https://interchangecp.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ahmie-e-baum-ceo-founder-of-interchange-capital-partners-discussing-exit-planning-for-business-owners
Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.
Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.
Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.
Learn more: https://FreedomTaxPlans.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-fringe-benefits-of-properly-structured-corporations-for-entrepreneurs
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-discussing-building-the-right-business-structure-for-success
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-on-applying-the-tax-code-to-reduce-entrepreneurs-tax-burden-by-40-60
Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management.
About Kevin Coffey
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? What age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
Call us today to learn more:
(303) 922-4309
https://www.complete-spectrum.com/
Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-unique-tax-efficient-wealth-building-strategy
Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about the alternative concept in planning for retirement. You should have the freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years of experience in the financial services industry.
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/
Obtain A Business Owners Financial Assessment Form
This form guides an established business owner in assessing critical aspects in planning for the future, which is often neglected
https://www.privatepensionbydesign.com/about-3
Private Pension by Design is not recommending tax advice, and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-helping-business-owners-with-the-successful-transition-out-of-their-business
David embodies the Midwestern values of honesty and integrity in all aspects of life. He was born and raised in Indiana and got his first taste of business ownership by watching both parents build and operate successful businesses. David’s career took him down an interesting path that allowed him to develop unique skills and expertise in sales, project management, operations and finance. One of his most valuable career stops spanned over six years and included analyzing and underwriting franchise systems across the country in order to establish the “right fit” between the franchisor, franchisee and finance company.
He believes in wealth creation through business ownership and has owned or been a partner in seven different businesses over the years. He just recently once again completed the entire business cycle of analyze, purchase, build and sell. In addition to managing his current FranChoice consulting practice, David and his wife invest in franchise and real estate assets. This very real, first hand experience offers insight and true understanding to your investigation.
The entrepreneurial journey is one of continual learning, evolving, growing and accepting challenge. David’s philosophy and passion is centered on controlling one’s destiny through business ownership.
Learn more: https://www.franchiseyourfreedom.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-weaver-franchise-expert-nationally-recognized-franchoice-consultant
Marc Beshears is on a mission to educate individuals, families, and business owners on how to achieve their financial certainty by growing, protecting, and leveraging their wealth in a safe and predictable environment.
Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as a financial mentor and belongs to an exclusive group of top insurance professionals under the Bank on Yourself brand. Since joining this elite group, Marc has been named Producer of the Year, 3x Top Five Producer of the Year, 4x Top Ten Producer of the Year. He is co-author of the #1 Amazon bestseller The Secret to Lifetime Financial Security.
Over the years, Marc has helped hundreds of clients take control of their finances and reach their financial goals without taking unnecessary risks. That’s why his clients think of him as their “secret weapon”, helping them build and safeguard their wealth.
Marc is founder of Top Wealth Agenda and started his business following the 2008 financial crisis when he was compelled to teach others how to avoid financial losses and hardships by using properly designed insurance strategies to provide multiple benefits for families and business owners.
Learn more: https://topwealthagenda.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-beshears-entrepreneur-and-founder-of-top-wealth-agenda
David Salinas is a serial entrepreneur and investor. In 2007 he co-founded Digital Surgeons and served as its CEO for over a decade. Under his leadership, the agency delivered award-winning results for clients like Lady Gaga and the U.S Open. Today, Digital Surgeons continues to thrive, having won dozens of awards including the coveted Webby Award and was named a Top Ten Agency for Startups.
While CEO of Digital Surgeons, David partnered and launched numerous businesses including being the founder and visionary behind District, a $25M technology and innovation startup ecosystem and real estate development. David’s vision for District stems from his years as an entrepreneur, his passion for economic development, and his desire to improve the environment for small businesses and the communities in which they grow. Other investments and launches include Arccos Golf, Specialty Food Partners (Fmr. Fresh Nation), District Cowork, District Athletic Club, and Venn.
David recognized workforce talent was a key pillar to the local economy and startup ecosystem and founded and chairs District Arts + Education (DAE), a nonprofit with a mission of providing educational and developmental opportunities that prepare individuals for meaningful data and digital-centric careers that serve humanity, build community, and deepen health and prosperity for all.
Additionally, David has mentored at a variety of incubators and accelerators including the Yale Entrepreneurial Institute (YEI), a fellowship program at the university that incubates early stage startups. In 2019, David was asked to serve on the Connecticut Innovation Council for US Senator Chris Murphy and was included in Connecticut Magazine’s 40 Under 40.
Learn more: https://www.digitalsurgeons.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-salinas-entrepreneur-investor-and-co-founder-of-digital-surgeons
In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make sound decisions for their own financial lives.
In 2016 Bob was asked to contribute a chapter to a book authored by motivational speaker Brian Tracy.
The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob Chitrathorn is a registered representative with LPL Financial.
Bob has been married to the love of his life, Brittany, for eight years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.
Suthipong R. Chitrathorn |California | 391 N. Main Street, Suite 107, Corona CA 92878 | CA Insurance License # 0E63308
Learn More:
https://planwithbob.com/
Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management
• Registered Investment Advisory
• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken
Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.
Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.
Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.
Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services
Learn More: https://momentumfsgroup.com/
Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification.
References:
https://www.washingtonpost.com/business/2020/05/04/baby-boomers-retirement/
https://pressroom.vanguard.com/nonindexed/Research-How-America-Saves-2019-Report.pdf
https://www.transamericacenter.org/retirement-research/ retirement-survey
http://www.pensionrights.org/publications/statistic/income-today%E2%80%99s-older-adults
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-author-of-your-retirement-unbroken
Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/
Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-funds
Scott Rigby, Ph.D. is a behavioral scientist, author, and founder/CEO of Immersyve Inc., a company dedicated to applying behavioral science to improve experiences, well-being, and performance. Scott and Immersyve work with both small and large companies on motivational best practices, emphasizing the quantitative measurement of motivation and engagement using proven and actionable models. Scott is the co-creator of motivationWorks (motivationWorks.com), an innovative platform to drive greater wellness, performance, and engagement through the proven principles of Self-Determination Theory.
Learn more: https://immersyve.com/
https://motivationworks.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-rigby-ph-d-behavioral-scientist-author-creator-of-the-motivationworks-platform-personalized-employee-engagement
Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees.
Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/
Obtain A Business Owners Financial Assessment Form
This form guides a established business owner is assessing critical aspects in planning for the future which is often neglected
https://www.privatepensionbydesign.com/about-3
Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefit-strategy
Randy is a Co-Founder of a real estate investment and educational company called The REINVESTORS where they help investors get connected to incredible investment opportunities.
He also co leads a mastermind for investors where they all work together to create bigger opportunities and support each other to achieve more.
Although real estate is where his entrepreneurial journey started, His true passion lies in the bigger mission of wanting to inspire people with their #GoBigToGiveBig movement where they encourage others to go bigger with their dreams and goals so that you can give bigger with their profits.
Randy is leading the charge of the mission by hosting a podcast called GoBigToGiveBig where he is making others aware of how easy it is to start giving back from the beginning of building a company and inspiring 6 figure earners to become 7 figure givers!
One Favourite Quote
“Money does not change people, it just exposes who they really are”
Learn more:
Facebook Personal – @RandyMolland
Facebook Business- @thereinvestors
Facebook Group – @thereinvestorscommunity
Instagram personal – @RandyMolland
Instagram Business – @The_Reinvestors
Podcast: https://www.gobigtogivebig.com
Email – randy@thereinvestors.ca
Website – https://www.thereinvestors.ca
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randy-molland-co-founder-of-the-reinvestors-a-real-estate-investment-and-educational-company
I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short sales and new construction. I listen to my client’s goals, and I always put their needs first. I work with the latest technology and a seasoned team of professionals who can address every need that arises – from financial planning to lifestyle coaching. I also specialize in helping clients downsize as they transition from their family home to a smaller retirement home. I also have extensive knowledge of the active adult communities in the greater Charlotte area and know what makes each of them unique. All of this combined, ensures that you have a great experience.
Learn More: https://www.southerngracehomes.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-when-is-the-right-time-to-consider-an-active-adult-community
Zac is an Italian/American dual citizen, effective leadership developer, transformation coach, award winning author, and former professional American football player. Originally from a small, rural town in Western Pennsylvania (USA), he has spent his twenties living in 6 different countries while playing and coaching American football. During his time abroad, he developed the SWALeadership concept based on his many thrilling and eye-opening experiences within various leadership roles across cultures.
Learn more: https://swaleadership.onuniverse.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-zachary-hoffman-founder-of-swaleadership-transformation-coach-and-award-winning-author
I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short sales and new construction. I listen to my client’s goals, and I always put their needs first. I work with the latest technology and a seasoned team of professionals who can address every need that arises – from financial planning to lifestyle coaching. I also specialize in helping clients downsize as they transition from their family home to a smaller retirement home. I also have extensive knowledge of the active adult communities in the greater Charlotte area and know what makes each of them unique. All of this combined, ensures that you have a great experience.
Learn More: https://www.southerngracehomes.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-selling-homes-for-maximum-dollar
Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.
Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.
Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Learn More- https://judycarlson.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-the-importance-of-tax-elimination-strategies-prior-to-wealth-distribution
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip
Learn More: http://www.level5financial.com/
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience
Vince Shorb is CEO of the National Financial Educators Council and founded the company in 2006 to deliver financial education and coaching services that help people work toward greater financial strength. Today, the NFEC supports individuals and organizations that want to bring financial wellness programming to their community by providing the tools, training, and process to help them build and scale these initiatives. As an IACET Accredited provider and Certified B Corporation, the company is committed to delivering the quality education to maximize social impact.
Besides building the NFEC, Vince is a leading advocate for financial wellness and is committed to helping people with their personal finances so they can live more rewarding, secure lives.
Learn more: https://www.financialeducatorscouncil.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-vince-shorb-ceo-of-the-national-financial-educators-council
I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short sales and new construction. I listen to my client’s goals, and I always put their needs first. I work with the latest technology and a seasoned team of professionals who can address every need that arises – from financial planning to lifestyle coaching. I also specialize in helping clients downsize as they transition from their family home to a smaller retirement home. I also have extensive knowledge of the active adult communities in the greater Charlotte area and know what makes each of them unique. All of this combined, ensures that you have a great experience.
Learn More: https://www.southerngracehomes.net/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes
With over 20 years of experience as a nonprofit professional and foundation advisor, I tap into my vast experience and knowledge from working with donors who I have helped to give away over $45 million in large and small donations to offer you step-by-step guides through online courses, a podcast, and resources so that you can jump to the front of the line and waste no time in making a true and lasting positive contribution to the world on your terms. This is what Do Your Good is all about.
It’s possible to purposely give and make a positive impact on the world no matter how busy you are or how much money you have to give. I will show you how.
Learn more: https://www.doyourgood.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good
John has 25+ years brokerage experience. He has developed and expanded relationships with Broker Dealers, RIA’s, Insurance Carriers, Banks and other Wall Street firms.
In his most recent role, John provided Executive leadership growing production from startup phase to $250 million in annuity sales within three years.
Prior to that John worked for an IMO where he created a system to grow the annuity business from approximately $300 million to more the $750 million during his tenure.
In the early part of his career, John spent 13 years with Charles Schwab & Co Inc., where he managed over $180 million AUM, and learned how to allocate annuity solutions as part of
a complex client’s portfolio.
John attended Columbia Union College (WAU) on a sports and leadership scholarship and The University of Alabama Financial Planning School of CHES. In addition, he holds the Accredited
Asset Management Specialist (AAMS) designation from The College of Financial Planning and The Accredited Investment Fiduciary (AIF) from fi360.
John has been passionate about Diversity, Equity, and Inclusion, since the beginning of his career. As a Sr. Executive in the industry his mission is to continue to be a catalyst for inclusive change
while creating technology that will revolutionize how we do business.
Learn More: https://selaxbrokerage.com | https://www.JohnTurner360.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-turner-annuity-sales-expert-and-president-of-selax-brokerage
Marty is committed to changing the way people think about and prepare for every aspect of retirement.
As a former Registered Investment Advisor turned Retirement Success Coach, he has found that retirement is among the most fascinating, yet least understood phases of life. Through in-depth research, interviews, workshops, and his own experience watching how unprepared his own father was for the non-financial aspects of retirement, he’s developed a powerful formula to tackle the mental, social, physical, spiritual, and financial aspects of retirement. His objective is simple: to help people create a no-regrets retirement plan customized to their own values, beliefs, and goals for their encore presentation of life!
Learn More: http://martywaters.com/ | https://www.linkedin.com/in/martin-t-waters-mba-cprc-87b9018/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marty-waters-retirement-success-coach
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip
Learn More: http://www.level5financial.com/
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem
We specialize in Medicare, Life Insurance, Annuities, and Employee Benefits and we do more to support our Representatives than any SGA that we’ve come across in the industry.
Learn more: https://www.healthplansuperstore.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore
Ali has over 13 years of international experience, including asset management, risk analysis and program governance. Ali serves as Director of Antler Hill Mining Ltd, and as Advisor to ATMA Capital Markets.
He also jointly serves as CEO & Director of Aranjin Resources, an emerging copper explorer in Mongolia and is proudly a member of the family of companies that includes Steppe Gold, Mongolia’s premier gold producer.
Ali holds a Bachelor of Sciences from the University of Western Ontario.
Learn More: https://www.ionenergy.ca/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ali-haji-ceo-director-of-ion-energy
Clea Conner is a media executive with 15 years of experience producing high-quality intellectual discourse for a range of distribution platforms. As Intelligence Squared’s first CEO, Clea is responsible for leading growth, programming, and strategy for the nation’s premier debate platform. Clea developed “Up For Debate” and “That’s Debatable” as television programs on Bloomberg, PBS, and Newsy and produced the first debate between artificial intelligence and a human debater in partnership with IBM’s historic Project Debater. She holds eight Telly Awards for outstanding video and television programming in politics and public affairs, seven Clarion Awards for Women in Communications, and has received serial New York Festival awards for Best Public Affairs Programming.
Named one of Crain’s New York “40 Under 40,” Clea served as Strategic Advisor to GZERO Media among other media and technology startups. She led national marketing campaigns for best-selling authors, journalists, and public officials at Greater Talent Network, a celebrity speakers bureau. She also managed direct marketing campaigns for BMG/Columbia House among other direct-to-consumer brands, and launched public affairs campaigns for The Center for Arts Education. Clea holds a dual concentration B.A. from The New School and studied political science at American University in Washington, D.C. A classically trained flutist, she performs with chamber music societies in New York City and has recorded original compositions for documentary films.
Learn more: https://www.intelligencesquaredus.org
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-clea-conner-ceo-of-intelligence-squared
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip
Learn More: http://www.level5financial.com/
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas
Neil is a partner and President at LOCAL, a Change Marketing™ consultancy building culture, employee experience, and internal communication programs for some of the world’s best companies.
Neil is a strategic marketing leader with 20 years experience on both agency and client-side — running work, teams, and businesses in London, Amsterdam, and San Francisco. Now a “reformed marketer,” Neil and the LOCAL team bring consumer-grade agency craft to internal audiences to deliver meaningful organizational change at a wide variety of Fortune 500 companies, including Capital One, Coca-Cola, Republic Services, UPS, P&G, and Kaiser Permanente.
Before co-founding LOCAL, Neil led digital strategy and content for Coca-Cola’s Global Content Excellence group. His work included leadership of the digital program for the 2014 FIFA World Cup in Brazil, developing new ways to create and publish content in real-time across multiple social channels and managing global digital agency relationships.
Neil is a regular keynote speaker on the essential role of marketing in organizational change.
Learn more: https://www.localindustries.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-neil-bedwell-partner-with-local-a-change-marketing-consultancy
Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM).
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.
Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-401k-lawsuits-and-fines
Brian Dyer is an owner and operator of multiple multi-million-dollar award-winning businesses, and a full-time dad to three wild and beautiful children.
He strives to help people bring out the absolute best in themselves while silencing their too-loud inner voices that squander their potential. He believes every person can devour dissatisfaction and exceed the limits of their current capacity. When not leading his tribe, optimizing bottlenecks, and taking relentless action to grow his various companies, Brian can be found making eggs and oatmeal for his kids in his Utah home.
Learn more: https://www.dyerwork.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-dyer-award-winning-business-owner-and-author-of-the-business-beast
Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.
Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.
Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Learn More- https://judycarlson.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation
Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM).
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.
Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-how-to-give-employees-the-private-independent-401k-advice-they-want-need-deserve
Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.
Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.
Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Learn More: https://judycarlson.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially
Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM).
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.
Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-maneuvering-401k-plans-to-optimize-retirement
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-tax-mitigation-using-life-insurance
Glen started his career with degrees in Commerce (Marketing) and Psychology.
He also has a Masters in NLP and Hypnotherapy and a 4th Dan Black Belt in Zen Do Kai Karate.
Over a period of 27 years Glen was a Director and Chief Executive of some of the world’s best and brightest brand strategy and communications companies like Clemenger BBDO, Saatchi & Saatchi and Leo Burnett.
In his work Glen has lived in Australia, the US and Singapore and regularly worked in China, Hong Kong, the UK and throughout Europe.
Fifteen years ago he created Brandheart and developed breakthrough methods for personal and organizational brand identity discovery and realization.
This work focused on three core programs Glen created:
The BSI Method – where leaders discover their true higher vision, purpose and unique identity for higher self realization.
Performance Optimization > where leaders learn how to achieve the optimal performance state of heart led conscious flow. Success flow!
Rainmaker Secrets > where leaders learn how to master energy and effortlessly manifest everything they passionately intend.
Glen has worked with a great many business leaders and entrepreneurs 1:1 from around the world in developing their personal and organisational brands and the results have been nothing less than transformational.
Glen’s unique and proven methods are para-disciplinary in nature.
They comprise a harmonious fusion of his 35 years of extensive experience, the latest in leadership research, Neuroscience, Quantum Physics, Metaphysics, Psychology and Parapsychology, eastern and western Philosophy and Spirituality. Glen is considered a world leading authority in empowering leaders to become the new breed of ‘light warriors’ that will create a new and better world for themselves, their families and every life they touch.
Learn more:
Contact: https://bsimethod.com/connect/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-glen-campbell-creator-of-the-bsi-method-personal-branding
You will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage based on the age of your home. Make sure that you have enough loss of use coverage to provide housing for your family while you rebuild. You will want Actual Loss Sustained for 24 months or a dollar amount that would provide similar coverage. Make sure that you’re covered for 24 months. Many policies only cover 12 months.
Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.
I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn’t going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.
Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-insurance-for-short-term-rentals
Teresa is the #1 international bestselling author of “Mass Influence – the habits of the highly influential”, which has been on the bestseller lists in 7 countries over the past 6 years. A 4X international bestselling author, Teresa teaches marketing courses around the globe to business leaders and entrepreneurs on how to create massively successful word of mouth campaigns. Teresa heads the international Evolutionary Business Council, membership-based organization which empowers change-makers create profitable, impactful businesses that have a lasting and transformational impact on the individuals that they serve.
She’s also a Crypto Trader and co-lead the Conscious Crypto YouTube Channel to raise money to support her community Where she lives in Costa Rica.
Learn more:
http://www.TeresadeGrosbois.com
http://www.EBCouncil.com
http://www.massinfluencethebook.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-teresa-de-grosbois-author-founder-chair-of-the-international-evolutionary-business-council
I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have many of my drawings from when I was 10 years old until college. It’s amazing to see how you evolve and grow over the years looking back.
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.
My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.
Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people is exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverages for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.
Learn More: https://trailstoneinsurancegroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-what-it-takes-to-be-successful-as-an-independent-agent-at-trailstone-insurance
Mike will tell you that his purpose is “To inspire and empower curiosity.” His passion is to make people believe they can change the world and then provide the tools, frameworks and hard-earned wisdom to make positive impact happen. Mike calls himself an Idea Monkey because he loves to solve problems with disruptive ideas. This passion for problem solving has driven Mike to establish 7 successful businesses, including innovation and strategy consultancy Maddock Douglas which has helped more than 25% of the Fortune 500 create and launch new products, services and business models.
Mike co-chairs the Gathering of Titans Entrepreneurial Conclave at MIT and is past president of Entrepreneurs’ Organization Chicago. Currently Mike is the Chairperson of Young Presidents’ Organization in Chicago.
A doodler, turned cartoonist, turned author, Mike has been using words and pictures to create smiles and build ideas his entire life. Today, Mike is a contributor to Forbes and author of four bestselling books: Free the Idea Monkey…to focus on what matters most!, Brand New: Solving the Innovation Paradox and Flirting With the Uninterested, Innovating in a Sold, Not Bought Category. And finally, Plan D––his latest book about how Disruptors use their superhero powers to put a dent in the universe.
Learn more at: https://www.mike-maddock.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-maddock-entrepreneur-a-keynote-speaker-a-best-selling-author-and-ceo-coach
I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have many of my drawings from when I was 10 years old until college. It’s amazing to see how you evolve and grow over the years looking back.
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.
My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.
Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people is exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverages for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.
Learn More: https://trailstoneinsurancegroup.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-the-core-values-working-with-trailstone-insurance-group
Ronnie Deaver is the CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads and increasing PNC to paying client close rates with Google My Business & Sales Training. In that capacity he created the first 100% guarantee in the industry, offering to pay back everything – even the advertising budget a client has spent – if he can’t make it profitable. That offer quadrupled the client base of NoBull Marketing in three months and it’s still going strong.
Learn more: https://nobullmarketing.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ronnie-deaver-ceo-of-nobull-marketing-lead-generation-for-lawyers
You will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage based on the age of your home. Make sure that you have enough loss of use coverage to provide housing for your family while you rebuild. You will want Actual Loss Sustained for 24 months or a dollar amount that would provide similar coverage. Make sure that you’re covered for 24 months. Many policies only cover 12 months.
Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.
I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn’t going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.
Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-protect-from-natural-disasters
Jonah is an ex-wildland firefighter with an extensive background in hospitality and design, approaching his life and business with honesty, grit, and a service mindset to ensure that his clients are fully understood and heard. Jonah values family, friendship, and doing what is right – not just for his clients, but for the world around him.
Jonah’s past and present experience allows his clients to feel confident in their decision making, providing as seamless a transaction as possible when achieving their real estate goals. His top priorities are to ensure open and honest communication, provide expert knowledge, and uphold an unparalleled level of care and service.
Learn More:
https://trinityteamrealestateco.com/jonah-rice/
https://ricerealtor.net/
https://www.facebook.com/TheRiceRealtor
https://www.linkedin.com/in/jonah-rice-a907ba233/
Contact:
c: 708-601-1989
e: jonah@trinityteamre.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonah-rice-real-estate-broker-with-trinity-team-real-estate-at-keller-williams-preferred-realty
Melissa helps creators turn their skills and passions into profitable online businesses. Previously, Melissa was the Director of Marketing Engagement at Teachable as well as the Senior Launch Manager for Ramit Sethi’s 8-figure online course marketing team. To date, she’s taught thousands of students through General Assembly, Skillshare, and her own business Wit & Wire, and she’s on a mission to help more creators to earn money online doing work they love.
Learn More: https://witandwire.com
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-guller-founder-of-wit-wire-course-creation-expert
Craig Cecilio is the Founder, CEO of DiversyFund. DiversyFund Imagines a world where Everyone has an Equal Opportunity to Build Wealth. Our mission is to break down the barriers that keep most Americans from investing like the privileged, well-connected, and wealthiest 1% in our country. Our platform allows access to Private Markets where everyday investors have the opportunity to participate through fractional investing with a minimum investment amount of $500.00. The American Dream should be available to everyone, regardless of socioeconomic status. That’s why we founded DiversyFund.
Learn more: https://diversyfund.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-craig-cecilio-founder-and-ceo-of-diversyfund-diversified-real-estate-investments
Wornel Simpson and Kellen Simpson are among the nation’s leading investment and insurance industry professionals with over 4 decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities.
Wornel Simpson and Associates was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.
Focusing on family and lifestyle advisory, impact investing, estate planning, family governance, philanthropy management, succession planning, cash management, spending strategies, contract negotiations, marketing, content creation and brand development- Kellen and Wornel are committed to delivering responsible results through responsible actions.
Wornel Simpson (B.A.- Political Science, University of California, Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations. He is registered in the states of CA, AZ, CO, FL, GA, ILL, IND, KS, MD, NV, NY, NC, VA, and WA. Wornel is life-licensed in CA, NV, FL, and WA. Kellen Simpson (B.A.- Communications Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.
Learn more at: http://www.wornelsimpson.com/
Securities and investment advisory services are offered through FSC SECURITIES CORPORATION (FSC), a member of FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products, or services referenced here are independent of FSC. Insurance is offered through Wornel Simpson.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates
Jay Fields, M.A. is an educator, coach and author who has taught the principles of embodied social and emotional intelligence to individuals and organizations for twenty years. Her approach to helping people have their own back at work and in life is grounded, playful, empathic and intelligent. Jay received her BA in Psychosocial Health and Human Movement from the College of William and Mary and her masters in Integral Transformative Education from Prescott College. She is the author of the book Teaching People, Not Poses and the Linkedin Learning courses Managing Your Emotions at Work and Practices for Regulating Your Nervous System and Reducing Stress. When not working with clients or facilitating trainings, you can find Jay riding her motorcycle with her sweetie in the mountains outside of Ojai, California where she lives.
Learn more at: https://jay-fields.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-fields-somatic-coach-and-author-of-linkedin-courses
Brad is a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it.
We are a holistic firm with a special focus on tax planning.
People always ask about our name. Why Fiat…In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’
The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness.
Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management.
Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level.
He also provides mentorship to financial advisors to create educational content to present to prospective and current clientele.
His media subsidiary, Every Day Is Saturday, includes his speaking/training/mentorship engagements, a podcast focusing on entertaining financial and lifestyle topics and a soon to be released book, Spending Money And Having Fun: Your Practical Guide To A Fearless Retirement.
To learn more about Brad visit: https://www.fiatwm.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brad-gotto-owner-of-fiat-wealth-management
David Feldman is the founder of 3 Owl, an award-winning creative agency that crafts nimble brand identities and elegant digital experiences to equip clients for success. With a small core team and a carefully curated network of seasoned contractors, 3 Owl has generated tens of millions of dollars in added revenue for Fortune 500 and small business clients, transformed communities, and helped address the largest public health crisis in a century.
In addition to being a regular writer for Forbes, Feldman is a regular presenter at industry-leading events, and a popular guest lecturer in marketing at Emory University’s Goizueta Business School, where he earned a unique dual degree in music and business. His first book, “Small By Design: An Entrepreneur’s Guide to Growing Big While Staying Small” will be released by Morgan James Publishing in May. He currently resides in Atlanta, GA.
Learn more: https://3owl.agency/ and pick up a copy of his book at https://smallbydesign.co/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-feldman-founder-of-3-owl-an-award-winning-creative-agency
I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune on the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn’t going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day, we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years traveling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey, this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.
Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group
I am a conscious leader. That means I pause before I react. I thoughtfully make choices. I am intentional in my efforts across all facets of my life. I build businesses by uncovering talent. I love connecting talent with their dream jobs through understanding their values and aligning their professional lives with their personal passions so they can create a life that matters.
Learn More: https://www.dotconnectllc.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dom-farnan-founder-ceo-of-dotconnect
Data can be fun. Seriously! I have an absolute blast talking about how businesses can become more data-driven.
It’s easier than most people think and it’s more impactful than you can imagine.
I’m originally from Connecticut but moved to Charlotte, NC and have been running my company for a couple years, and I love every second of it!
Learn More: https://www.pineapplecf.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jack-tompkins-founder-of-pineapple-consulting
John is the founder of BEI, started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.
Learn More: http://www.exitplanning.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-brown-creator-of-the-bei-exit-planning-process-for-financial-professionals
Tony Lupina has been helping people acquire and protect their wealth for over 37 years. He helps people and businesses save money in taxes through financial strategies. He is licensed in over 13 states and in addition offers health and life insurance as well as Annuities. Moved to Tennessee with the intention of retiring, but after a year and a half found himself wanting to continue helping people protect and grow their wealth. Tony has 6 grown children, 9 grandchildren and one great grandchild. Loves to cook and play golf besides helping people and businesses.
Contact Tony to learn more: (615) 801-3113 | lupinainsurance@gmail.com
Marketing, education, and general information purposes only.
We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.
Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Tony Lupina is not obligated to provide updates on the information presented herein.
Books and/or podcasts such as this are not impartial and are provided in connection with advertising and marketing of Tony Lupina services.
Tony Lupina does not provide investment, tax, or legal advice and nothing contained on this book or podcast should be construed as such. This is intended to provide general information.
Any accounting, business, or tax advice contained in this book/podcast, including articles and links, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion or specific advice, nor is it sufficient to avoid tax-related penalties. We are not liable for any action you take or fail to take based upon the information you received through these materials, and specifically, we are not liable for any losses you suffer as a result of any such action or inaction.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services
Isaac is a sought-after health expert who helps entrepreneurs double to triple their income while having peace and ease inside and outside of their business. His clients routinely sell $20k-$50k packages, and he helps clients make more sales by not only teaching them sales skills but by transforming their mindset, emotions, and well-being. Isaac got his start at 17 as a health coach at a YMCA. After founding his own gym at 22, he started to travel the world to learn about health. He studied with instructors and doctors in France, New Zealand, Mexico, Australia, and the U.S. However, Isaac saw that some clients needed more than physical work to achieve their goals, and he felt driven to help them. He wanted to solve unsolvable problems. He began studying emotional and non-physical methods for healing the body, which allowed him to restore people when traditional medicine and therapies could not. He helped clients to eliminate chronic pain, heal trauma, and remove emotional blocks so they could increase their income and even conceive the children they wanted. After facing the challenges of burnout and worthiness himself, he made the transition to business coaching to solve the next unsolvable problem: excelling in your business, health, and life. His mission is to move entrepreneurs out of overwhelm and fatigue, to fall in love with the service that they provide, and to create lifestyles of freedom and joy.
Learn More: http://www.isaachocoaching.com/
Text “AND” to 66866
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-isaac-ho-master-sales-and-mindset-coach
Daniel Carcillo earned the nickname “car bomb” during his 10-year NHL career for his explosive playing on the ice. Known for protecting his teammates, Carcillo helped Chicago win two Stanley Cup championships with the Blackhawks—but at great personal cost. He suffered seven concussions and was eventually diagnosed with post-concussion syndrome and traumatic brain injury (TBI). At his lowest point, Carcillo couldn’t even look at his phone due to light sensitivity and wanted nothing to do with his infant son.
A hockey champion in grave need of off-ice help, he found it in a remarkable place: psychedelic medicine. Reflecting on the impact this emerging medicine had on his life, he saw a chance to help others realize the same benefits. He built a team of medical experts to provide world-class treatments and perform trailblazing research in psychedelic medicine. As Carcillo says: “A lot of TBI patients want to become the person that we were before the injury, but I’m trying to show people that you can actually get better.”
The Wesana team is committed to achieving this goal by improving mental health outcomes—one person at a time.
Learn More: https://wesanahealth.com/ | https://wesanaclinics.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daniel-carcillo-founder-and-ceo-of-wesana-health
I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have many of my drawings from when I was 10 years old until college. It’s amazing to see how you evolve and grow over the years looking back.
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.
My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in an age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.
Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people are exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverage for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.
Learn More: https://trailstoneinsurancegroup.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ken-abel-sales-director-with-trailstone-insurance-group
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations, and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California, and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling, and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-discussing-cash-flow-accounting-navigating-business-partnerships
Tommy and his wife Myra have 7 children and attend Johnson Ferry Baptist Church in Marietta. Tommy wants to become more like Christ as he moves thru life’s journey towards meeting his Maker. He enjoys spending time with his children and friends, exercise, and eating healthy. Encouraging all those around him to be more like Christ and accomplish more is what he has been told characterize many of his relationships.
His #1 business goal is to truly helping people enjoy life without having to worry about what will happen..When people believe and understand Who really owns everything, this can happen. Thomas takes pleasure in guiding his clients as they implement the financial planning strategies that help them become better stewards and meet the financial and life goals God has laid on their hearts. Mr. Cloud’s: commitment to operating as a fee only fiduciary practitioner, reducing investment costs, holistic financial planning focus, retirement planning, and Biblical worldview are what separates him from many others in his field.
Thomas graduated from The Georgia Institute Of Technology in 1997 with a degree in Business Management and Certificate in Finance. Mr. Cloud is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® is one of the most respected and hardest designations to obtain in all of the financial services industry.
Thomas Cloud, Jr., is also a Qualified Kingdom Advisor. One of the greatest unrecognized and unmet needs in the body of Christ today is the ability to find a financial professional who shares a Biblical perspective on stewardship. Kingdom Advisors’ qualification process introduces a new level of qualified Christian financial professionals who are equipped to integrate Biblical counsel with financial counsel. What should I look for in a Qualified Kingdom Advisor?
Thomas has passed the NASD series 6, 22, 63, and 65 examinations. Mr. Cloud has a BA in Management and certificate in finance from the Georgia Institute of Technology. Mr. Cloud has passed the state insurance examination as well. He has also earned the Chartered Financial Consultant (ChFC©)designation from the American College. To become a ChFC© Mr. Cloud had to meet experience requirements and pass exams covering finance and investing. The experience requirement is to have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income taxation, insurance, investment and estate planning. The College for Financial Planning®, located in Denver, awarded Thomas Cloud, Jr., of Marietta, Georgia, the Accredited Asset Management Specialist or AAMS® Professional Designation. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS designation. Developed in response to the need for advanced training within investment firms, the Accredited Asset Management Specialist Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented asset management advice. He is also a Certified Senior Advisor (CSA) and Registered Investment Advisor (RIA). To become a Certified Senior Advisor (CSA), he completed a 24-part program of study in the financial, physical, emotional, and personal issues of seniors. Thomas also participated in both the Financial Management Association (FMA) and the investment club while attending Georgia Tech. His investment club was featured on CNNFN because they were an elite college club picking stocks, which outperformed the S&P 500 two years in a row. After college, he worked for First Union National Bank, then Southwick Investments (securities), and Turamali (tangibles and other non securities).
Thomas Cloud, Jr. wrote the ebook The Ten Biggest Mistakes Any Investor Makes. Mr. Cloud wrote a monthly financial, economic, and geopolitical article for the prestigious political website Purepolitics.com for years. He also wrote, 2 articles, for Business Reform magazine. Thomas Cloud, Jr.’s articles have also been published by the Christian Ranchman and Spiritual Voice News. Toastmasters International has recognized Thomas G. Cloud, Jr. as a Competent Toastmaster. Mr. Cloud has completed the 12-week Crown Financial Ministries study and also led the study at First Baptist Church Atlanta. Thomas is a professional member of Kingdom Advisors. Mr. Cloud has also spoken about financial planning all over the world, including the Mediterranean Sea. In the winter of 2009 Thomas published a book called Circle of Fellowship that he authored with Robert Inman Ragsdale, III. Circle of Fellowship is a small group discussion guide for men designed to make disciples of Jesus.
Learn More: https://thirdactretirement.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tommy-cloud-cfp-president-of-third-act-retirement-planning-qualified-kingdom-advisor
Tappollo is a venture builder that helps startups and market leaders launch their mobile app initiatives.
Boon is also an angel investor and advises startup founders globally.
Learn More: https://www.tappollo.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-boon-chew-founder-of-tappollo
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-the-rich-man-roth
Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily on the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.
When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life’s greatest passion.
Learn More: https://inspireyourretirement.com/
www.MichiganBusinessLeaders.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-launching-the-michigan-business-leaders-podcast
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations, and Sales brings a unique depth to his Business Family Coaching.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California, and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling, and spending time with his family.
Learn More: https://www.stratnavinc.com/
The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-guidance-on-business-transition
Don’s Vision Statement:
– To help clients be good stewards of money and possessions.
Purpose Statement
– To glorify God by serving His People
Mission Statement
– To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.
Purcell explained that “Critical to your vision for your business is an understanding of your why. Sometimes you need to eliminate an area of your business to streamline operations and increase profits.”
Purcell feels that identifying core values that balance “aspirational values” with “current values” keeps the proper alignment. Taking a pulse on the company currently to assess where the direction of the company is headed sets the culture for the company.
Elements of the 2-Page Business Plan include:
• What is the niche?
• What is the purpose?
• Who is the target market?
• Develop the Organizational Chart to deliver value
• Develop the “ROCK” Strategy showing where to focus.
• Identify the obstacles to overcome.
The primary source of new clients for Don is referrals from clients. These referrals have led Don to serve clients in multiple states and countries.
Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.
Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.
Learn More: https://cbizcoach.co/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-the-2-page-business-plan
Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.
When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life’s greatest passion.
Learn More: https://inspireyourretirement.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-retirement-exit-planning-for-business-owners
I help employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). I also help businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helping to reduce plan responsibilities
Learn More:
https://www.fokkenfinancial.com
www.boostyour401k.com
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-401k-expert
Mr. Melbye has been a director of the Company since April of 2017 and has been the Chief Executive Officer and President of the Company since October 2019. He has over 37 years of experience in the nuclear energy industry and has held leadership positions in various uranium mining companies and industry organizations. Mr. Melbye has served as an Executive Vice President of Uranium Energy Corp. since September of 2014, where he is responsible for uranium marketing and sales and strategic growth objectives. Previously, Mr. Melbye was the Vice President of Commercial at Uranium Participation Corporation (now Sprott Physical Uranium Trust) from 2014 to 2018, and concurrently served as an advisor to the Chairman of Kazatomprom, the national uranium company of Kazakhstan, until March of 2018. Prior to that, Mr. Melbye held the position of Executive Vice President of Marketing at Uranium One Inc. from 2011 to 2014, and, from 1989 to 2010, held various positions at Cameco Corporation, including President of their global marketing subsidiary, Cameco, Inc. Mr. Melbye is currently the President of the Uranium Producers of America and is a past Chair of the Board of Governors of the World Nuclear Fuel Market. He holds a Bachelor of Science Degree in Business Administration from Arizona State University.
Learn More: https://www.uraniumroyalty.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-scott-melbye-ceo-and-director-of-uranium-royalty-corp
Chris is a record-setting producer who shows agents how to break through to life-changing success & long-term security with proven appointment setting systems based on eliminating debt to build wealth for everyday Americans. “Coach Chris”, as he is also called also teaches the Infinite Banking Concept (IBC) using the most up-to-date products that can replace and upgrade a regular passbook savings account to a Super Saver account featuring no risk, fees or taxes, ever. He is the owner of the domain Build a Bank Workshops and has over 100 contractor type team members in his agency. He is a recognized and certified debt coach and wealth builder as well as sanctioned financial mentor under Global Renaissance auspices since 1998. Mr. McFarland is a licensed life insurance agent in multiple states across the country and is a pledged fiduciary advisor since April of 2001. His core belief is service leadership and courageous realism. Chief influences are Ray Dalio, Zig Ziglar, Napoleon Hill, Dale Carnegie and the Holy Bible. He has publicly accepted the Giving Pledge.
Learn More: https://www.linkedin.com/in/christianmcfarland/
719-207-6995
Smartmoneychris@gmail.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-coach-chris-mcfarland-ceo-of-zero-limit-group
She has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, she is a six-time published author, and her most populatr book is a republished Kindle version of Dear Future Lawyer: An Intimate Survival Guide for the Female Minority Law Student which hit #1 in two different categories in November 2020 earning her the title of Amazon Bestseller. Her passion since she was in eighth grade was to be a criminal defense attorney in her hometown where she grew up: Birmingham, AL. She is living out that dream and speaking for countless organizations including the University of Alabama School of Law, the YMCA, the Black Girl Project, the National HBCU Pre-Law Summit, Black Pre-Law Conference, Northern Illinois University Law School, various other organizations, and her upcoming TEDx Youth Davenport Talk entitled “Diversity Redefined” Spring 2023. She speaks about her experiences as a law student, a black minority in the law field, and her journey past failing her first bar exam. She specializes in Trademarks, Copyrights, Business Formation, Contracts Drafting/Review, Criminal Defense, and Expungements
Learn More:
www.trademarkthatthursdays.com
https://bit.ly/trademarkthatthursdayscle
https://anchor.fm/trademark-that-thursdays
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-neena-r-speer-attorney-author-and-speaker-discussing-her-trademark-that-thursdays-virtual-summit
Since being introduced into the market in 2007, I’ve been a highly motivated advocate for the Income Protection/DI market. People too often assume they will continue to collect a paycheck, never thinking this is something they should insure. Outside of my goals in the DI space, I enjoy spending time with my wife of 17 years, my 14-year-old daughter, and enjoying life with friends and in the outdoors as much as possible!
Learn More: https://dibrokerwest.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brock-falconer-regional-director-of-sales-for-dibrokerwest
Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.
Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.
Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).
Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.
Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.
Learn More: https://theoryplanning.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners
Carol is a consistently positive contrarian working side by side with Fortune 500 and new paradigm executive teams in designing and leading systemic business change and work design. Through her university and in-house educational offerings, global speaking platforms, multi-award-winning books, business and human development work, Carol works to disrupt old paradigm thinking. The effect is revealing the possibility to change the nature of work through developing people and work systems that ignite motivation everywhere. The result is vital and viable organizations, social and planetary process and meaningful live of all involved. And a citizenry with critical thinking skills and personal self-managing capacity. Good for democracy!
Carol is a founder and leader of The Regenerative Business Development Community, with lifetime members of almost 500, meeting in locations around the world and online with leaders from multiple companies at a time, learning together in bi-quarterly events as well as an Annual Regenerative Business Summit, Carol is also a founder and leader of The Regenerative Change Agent Development Community, with member and events in three regions- Americas, EMEA, Deep Pacific with over 50 events a year in person and online with regenerative change agents learning about and creating change together. Special events on life partnering and multi-family parenting roles.
Carol is the author of six best-selling books including her latest books— “Indirect Work: A Regenerative Change Theory for Business, Communities, Institutions, and Humans” and “The Regenerative Life: Transform any organization, our society, and your destiny.” She is producer and storyteller of her three podcasts including Business Second Opinion. And Regenerative Life Hacks on YouTube
Learn More: http://www.carolsanford.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-carol-sanford-founder-and-designer-of-the-regenerative-business-development-community
I have been married to my wife Yvette for 15 years and we have an 13 year son named Christian. When Yvette and I are not working, we spend as much time as possible with our family and friends, who are lucky enough to live close by. John enjoys fishing and skiing. We enjoy camping as a family and spending time outdoors. As an active member in his church and community, John loves spending time volunteering and helping others.
Learn More: https://www.johnmedinabuyshouses.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-medina-founder-of-john-medina-buys-houses
Saxum is an issues-obsessed agency delivering strategic campaigns and digital solutions for a changing world. The team at Saxum is unapologetically committed to a better world, and Jeff loves nothing more than helping business audiences make meaningful change within their own organizations through smart and efficient investments in smart marketing strategies and new technologies.
With 30 years of experience in marketing, business development, strategy, consulting, sales, organizational growth, project management and relationship building, Jeff’s presence at Saxum helps convert instincts into intentions and data into decisions. With an MBA from Benedictine College and a Bachelor’s degree in journalism from the University of Kansas, Jeff is a Kansan at heart but has built his reputation in leadership at marketing, engineering and energy firms in Washington, D.C., Chicago and Kansas City. Now, Jeff leads Saxum’s efforts to strategically grow its business across the United States.
Learn More: https://saxum.com/ | https://bold.saxum.com/revenuemarketing
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/conscious-capitalism-interview-with-jeff-risley-chief-growth-officer-at-saxum
Cathy helps businesses protect their reputation and restore operations quickly after IT systems fail or are hacked.
Most businesses are not prepared for the day when their IT systems are down, or their data is corrupted and lost. Cyberattacks have nearly tripled in the past year. This has left many leaders feeling helpless and worried they’re not doing enough to protect their business and assets.
Cathy addresses this by bringing over a decade of Fortune 50 leadership experience to her clients. Her strategies help clients avoid data loss and downtime, and take practical, actionable steps to disaster-proof their businesses.
Outside of eSilo, Cathy is a speaker, trainer, and SCORE certified small business mentor.
She also serves on the Board and Advisory Committees of multiple organizations committed to improving equal access to tech and education in South Florida.
Learn More: https://www.esilo.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-cathy-miron-data-protection-cybersecurity-expert-and-ceo-of-esilo
Mark has spent his entire life learning and teaching people about wealth and the importance of a success mindset.
He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company
– the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise.
Along the way, he garnered awards as Small Business of the Year, the Florida 100, and the Inc Magazine Fast 500 – recognizing the fastest-growing companies in America.
Personally, he was recognized twice by Deloitte as an Entrepreneur of the Year finalist.
In addition to his achievements in business, Mark has authored books and courses including: Hacking Money, The Cash Flow Machine,
Negotiate To Win-Win, The Secrets of Business, and others.
Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through his
learning ecosystem
Learn More: https://go.destinycreation.com/influential
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-yegge-the-wealth-architect
Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees.
Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/
Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-founder-of-private-pension-by-design
Creator of Fellowship Week, the entrepreneur school for Inc. 5000 and other owners of fast-growth entrepreneurs and the Chairman of Birthing of Giants: The Oxford Innovation Conference for American Entrepreneurs.
Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealthcreating behaviors and attitudes for the new economy (Harper Collins 2013) and features in-depth profiles of of entrepreneurial greats such Richard Branson and Steve Jobs. His other books are The Armchair Millionaire, The Middle-Class Millionaire and The First Habit.
After selling 2 businesses (Armchair Millionaire and MainStreet.com) to publicly-traded companies,
Lewis founded Inc. Magazine’s Business Owners Council in 2010, a membership organization for Inc. 5000 honorees. Presenters included: Former U.S. Treasury Secretary, Hank Paulson, Howard Schultz of Starbucks, John Mackey of Whole Foods, Danny Meyer of Shake Shack, Kip Tindell of The Container Store, Deepak Chopra, and others.
Today, Lewis has partnered with other education entrepreneurs to reinvent college by transforming a 157 year old university—a “Moneymaker”—into a Moonshot, an EdTech platform called Perfect EDU.
Learn More-https://birthingofgiants.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lewis-schiff-executive-director-of-moonshots-moneymakers
After being forced out of his career in construction, in the crash of 2008, Ty Brady started over and began his career specializing in helping individuals with their Medicare needs.
He started Brady Insurance Marketing in 2012 and has since expanded into 44 states. Ty assists in recruiting and training over 3000 agents nationwide.
He is extremely passionate about his business and is blazing the trail as one of the top FMO in the country.
Ty is devoted to his “Fantastic 4”; family, faith, financial freedom and free time. He has impacted thousands of agents and agency owners and assisted them to achieve their own personal level of success.
He has been a key part in helping agency owners and agents achieve a 6 or 7 figure residual income. Ty truly believes that this is the greatest business of all time.
Learn More: https://bradyinsurancemarketing.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ty-brady-owner-of-brady-insurance-marketing
Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.
When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.
Learn More: https://inspireyourretirement.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-his-wealth-management-formula
The year was 1992, and Kevin Volz, a recent graduate of the University of Wisconsin (Badgers), got his start in the financial services arena. Over the years, his practice transformed from investment advising to planning, to incorporating in-depth insurance analysis for clients. Today, Kevin takes his knowledge of risk management strategies and provides one-on-one guidance for all personal insurance needs.
Having lived in many parts of the United States, Kevin has called Denver, Colorado home since 2001. With a passion for golf, Kevin gives back to the community as a local high school golf coach. When not analyzing insurance declaration pages, he enjoys spending time with his daughter Gillian, wife Barb, and their yellow lab Shelbert.
Learn More: https://badgerinsuranceadvisors.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-volz-ceo-of-badger-insurance-advisors
He has been practicing accounting since 1991 after graduating with an MBA in Finance. However, he has discovered his passion and purpose in life about 4 years ago which is to encourage, inspire and influence others. He fulfils this purpose through his weekly writings, his Youtube channel and the host of a Financial talk show. He also recently published a book called Rise Up and Take Your Position which is available on Amazon. Prior to 4 years ago, Drexwell suffered from inferiority complex. Fortunately he has overcome that and is now encouraging others to stand up, be confident and pursue their purpose
Learn More: http://www.drexwellseymour.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-drexwell-seymour-certified-public-accountant-author-of-rise-up-and-take-your-position
Mr. Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Company since August 2020. Mr. Garofalo has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining the Company, he served as President, Chief Executive Officer and a director of Goldcorp Inc., a gold production company headquartered in Vancouver, until its sale to Newmont Corporation in April 2019. Prior to that, he served as President, Chief Executive Officer and a director of Hudbay Minerals Inc. from 2010 to 2015, where he presided over that company’s emergence as a leading metals producer. Previously, he held various senior executive positions with mining companies, including Senior Vice President, Finance and Chief Financial Officer and a director of Agnico-Eagle Limited from 1998 to 2010 and as treasurer and other various finance roles with Inmet Mining Corporation from 1990 to 1998. He was named Mining Person of the Year by The Northern Miner in 2012 and Canada’s Chief Financial Officer of the Year by Financial Executives International Canada in 2009. He holds a Bachelor of Commerce from the University of Toronto and is a Fellow of the Chartered Professional Accountants in Canada and a Certified Director of the Institute of Corporate Directors. He also serves on the board of directors of the Vancouver Board of Trade and the Vancouver Symphony Orchestra.
Learn More: https://goldroyalty.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-garofalo-ceo-of-gold-royalty-corp
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? At what age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
Learn More:
(303) 922-4309
https://www.complete-spectrum.com
Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-ceo-of-complete-spectrum-financial-services-discussing-his-unique-donation-fundraiser-program
37-years of Executive level leadership experience. I have successfully built and led three Financial service branches to record setting results. I have been a public key speaker at many national events. Received prestigious Diamond and Platinum awards from GAMA for General Agency Leadership. Qualified as the #1 Assoc.Regional Director in America 3 consecutive years, as well as Executive Council member for 10-consecutive years. Dean of East coast Agent Bankers University. Exemplary Leadership experience and skills that allow me to collaborate and drive field as well as H.O. results toward any companies vision.
Specialties: Gaining, training, and driving radical growth in all sales organizations. Specializing in Leadership development, growing people and organizations, personally, professionally and financially. Nationally inspiring public speaker and trainer on Leadership, systems and drivers, as well as expectations and accountability in sales organizations.
Teaching Managers how to become great leaders, and gain, train, and maintain dynamic sales teams.
Learn More: https://americanseniorbenefits.com/what-sets-us-apart/the-asb-experience/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-greg-gelineau-executive-vice-president-at-american-senior-benefits
Pete has been involved with successfully growing and scaling a businesses for over 20 years. In a the fitness industry and business model where most who attempted to truly scale- failed. He built a multi-state, multi-location, and multi-million dollar personal training business with 5 locations and 12 franchise partners. He’s help a franchise grow from 10 locations to 400 and work behind the scenes with professional athletes launching brands and franchises. This gives him a significant body of experience to pull from. He has been involved with numerous businesses in a variety of industries and worked with a variety of leadership positions, whether that’s a unit manager, multi-unit leader, owner, franchisee or franchise executive. This has put him in a unique position to be able to see – and identify – the commonalities of what makes some businesses WORK, and others NOT. These “golden threads” have allowed him to distill these fundamental business success principles into proprietary frameworks, systems, tools, services, and business models that he has been perfecting over the years.
Today he’s on a mission to help other fitness business owners and entrepreneurs start, grow, and scale successful businesses by closing the gap between technical expert and business expert. He helps owners make starting businesses more attainable, running them easier, growing faster, and help entrepreneurs build fitness businesses not reliant on them without sacrificing growth. He does this with EmpirePreneur’s Fitness Business Operating System. A plug and play operating system and coaching program to help fitness business owners build business that run without them in 12 months or less. FBOS is a complete franchise system without the franchise.
Learn More: https://www.empirepreneur.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pete-piranio-founder-of-the-empirepreneur-fitness-business-operating-system
Don’s Vision Statement:
To help clients be good stewards over money and possessions.
Purpose Statement
To glorify God by serving His People
Mission Statement
To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.
Experience
– Don has over 25 years of experience in the financial services industry.
– Staff auditor for the accounting firm of KMPG Peat Marwick.
– First ever Controller for the law firm of Akerman (a top 100 US law firm)
– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.
– Registered Representative, 1995 –
– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management in 2004.
– Member American Institute of Certified Public Accountants
City of Winter Springs, FL
o Bicycle/Pedestrian Advisory Committee (2013 – 2014)
– Treasurer, MulliganLife – a Florida non-profit ministry (2011)
– Chairman, True North Foundation (2009-10)
– Board of directors for the Oviedo Chamber of Commerce (1993)
– Board of directors for the Maitland Chamber of Commerce (1995)
– Treasurer, Inverness Golf & Country Club 2020
Awards, Honors, and Achievements
– Presidential Award of Appreciation from the Orlando Jaycees (1988)
– Mutual of New York (MONY):
– New Associate of the Year (The MONY Group, Orlando-1996)
– Million Dollar Round Table
– Court of the Table (2005)
– Top of the Table (2006)
– FIVE STAR Wealth Manager (2011)
Education, Certificates
– Drake University B.S.B.A (Accounting-1981)
– Post Baccalaureate studies at Harvard University (2003-09)
– Certified Public Accountant (CPA)
– Personal Financial Specialist (PFS)
– Accredited Tax Planning Specialist (1996)
Services
– Serving client in multiple states for over 35 years in areas such as:
– Business Coaching / Financial & Business Planning /
Executive Planning Services
The primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.
Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.
Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.
Learn More: https://cbizcoach.co/
1-800-344-1272
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-with-clarity-business-coaching-discussing-the-benefits-of-a-business-advisor
LM Stamper helps women over 40 to retire early, keep the same lifestyle, and not run out of money through his SGD™️ Process.
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).
LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.
He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.
Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.
He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.
Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.
Learn More: https://lmstamper.com/
Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-women-can-grow-money-tax-free
Holsapple is a successful developer and entrepreneur who has used mindfulness to transform his life and business and helps others to do the same. Eric has a PhD in Economics, has been a real estate CEO and developer for nearly 40 years, lectured real estate at Colorado State University for 20 years, and practiced yoga and meditation for 30 years. Holsapple has a unique perspective on how merging business and mindfulness can be a catalyst in changing lives. Eric is the Founder of Living In The Gap. His popular workshops teach CEOs and professionals a different way to operate
Learn More: https://livinginthegap.org/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-holsapple-founder-of-living-in-the-gap
An admitted industry “contrarian” who is wary and often critical of conventional financial wisdom, Barry Rutten is the Co-Founder and Managing Partner of WealthDefense Financial Advisors, which focuses on the unique needs and goals of business owners, high-income professionals, upwardly mobile families, real estate investors, and those entering or already in retirement.
With over 35 years of experience as a Certified Financial Planner, Barry has developed and refined a proprietary process for creating collaborative and cooperative financial and retirement planning engagements with clients.
Barry has owned and operated several financial planning and investment advisory firms and served as the Director of Financial Services and Director of Charitable Trust Planning for a major bank located in the Pacific Northwest.
Outside of work, Barry is a boating enthusiast who can often be found on the waters of Lake Washington, Puget Sound, and the Salish Sea. He resides in Kirkland, Washington with his wife Colleen and enjoys hiking and weight lifting, traveling, chasing new “first” experiences and he is always striving to catch the perfect sunset picture.
Learn More www.WealthDefenseGroup.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-barry-rutten-cfp-co-founder-and-managing-partner-of-wealthdefense-financial-advisors
Troy is responsible for helping agents tap into the online buyers’ market for life insurance, final expense and Medicare supplements.
He also assists his company with developing new technology for consumer-facing online buyers.
Troy started his insurance career in 1998 as an independent insurance agent focusing on long-term care and later built a brokerage agency.
Troy started developing technology for the insurance industry in 2014 and works with IMO’s, BGA’s and independent insurance agents across the US.
Troy attended Iowa State University. He enjoys spending time with his family and frequently competes in ultra-endurance sports such as running, swimming and IronMan.
Learn More: https://www.virtualinsurancetools.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-ceo-founder-of-virtual-insurance-tools
Melissa is a columnist at Forbes.com, and the host of The Business Society podcast.
A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more
money in their pocket while increasing their wealth.
Melissa’s seen the bottom and climbed her way back up; she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don’t define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate &personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it.
Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams.
When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and two dogs.
Learn More: https://www.melissahoustoncpa.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melissa-houston-founder-of-the-fractional-cfo-agency
I am one of the most experienced coaches for financial advisors with over 28 years and over 55,000 individual coaching sessions during that time. You can see why many of my clients have endorsed me and my results
Learn More: https://www.coachjoe.guru/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joe-lukacs-expert-in-mastermind-groups-for-financial-advisors
Self taught via the institute of Google Search, Jeremy has been involved with all things digital for 6 years now.
Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales funnel processes, Jeremy considers him self a jack of all trades.
When it comes to SEO he is proud to have a track record of achieving visibility for businesses within the top 3 spots of the local search pack, resulting in a dramatic increase of sales opportunities for the client.
Additionally, for the past 2.5 years he has been a pivotal team member assisting in the development of a comprehensive marketing platform focused on serving financial and insurance professionals.
Featuring programs for lead generation, brand awareness, prospect qualification, and client nurturing, he helps industry professionals simplify their marketing mix.
Focused on a sales funnel strategy he believes that there is opportunity to be harnessed when it comes to brand strength, top of mind awareness, and the volume of leads produced.
All of which he believes are one of many key pieces to long term client acquisition success.
Learn More: https://www.eliteamg.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-booze-digital-strategist-at-elite-advisors-media-group
I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to offer and it was truly a blessing to grow up on the Front Range. The move to Colorado led to many great life experiences.
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.
Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-wright-with-trailstone-insurance-group-what-to-expect-from-your-independent-agent-when-making-claims
Prior to Forever Labs, Steven Clausnitzer spent 15 years mentoring and developing top-talent at fortune 500 companies including American Express and Wolters Kluwer.
Steven has extensive experience in strategic growth, commercialization, and team leadership. He has raised over $8MM for Forever Labs, growing into 20 markets and filing several patents.
Learn More https://foreverlabs.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-clausnitzer-founder-of-forever-labs
Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.
When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.
Learn More: https://inspireyourretirement.com/
Podcast show: https://inspirewealthradio.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth
Andy has 20 plus years of experience with Financial and Retirement planning.
Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him as their retirement planner.
Acting as an IMO owner Andy has recruited over 2500 agents in his time in that space.
Andy has been married for 17 years and has 4 daughters and one granddaughter. When he’s not taxiing his kids to ball games and dance recitals, he tries to play golf as much as he can.
Learn More: https://turnerfinancial.biz/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andy-turner-owner-of-turner-financial-premier-hybrid-imo
Nik started his sales and marketing career at the age of 18 as the youngest producing real estate agent in the city of Boston. After some very quick success, he took his sales and marketing talent to the mortgage industry.
He was awarded as a top mortgage executive in his rookie year placing him in the top 1% of mortgage executives before he turned 21.
He then continued his career re-building failing call centers in that space and managing more than $200k a month in advertising spend.
He then started his own financial services sales and marketing company in 2008 where he boot-strapped his company to more than 3 INC 5000 awards for fast-growing private companies in the United States and more than $50 million in revenue.
Nik loves working with top entrepreneurs and named his marketing agency REALTOP to emphasize his “No piker” policy when working with clients. It’s “dominate” or nothing at all for this clients!
Learn More: https://www.realtop.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nik-tsoukales-ceo-chief-marketing-strategist-at-realtop-a-full-service-search-engine-marketing-agency
Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While I cherish each client I’ve served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.
I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients’ lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want.
When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.
Learn More: https://www.intentionallivingfp.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-crider-ceo-of-intentional-living-fp
Jake Clopton founded the company in 2010 and is active in all commercial mortgage broker operations.
He has an extensive background in commercial finance and interest rate markets, serves as the company president and head mortgage broker, and personally oversees each loan arrangement.
Jake has personally negotiated billions of dollars in real estate loans and advisory work. Under his guidance, the company developed an extensive network of pertinent relationships as shown above.
Prior to founding the company, Mr. Clopton traded interest rate hedging futures. He worked with the largest participant in the Eurodollar futures market (LIBOR) and gained extensive and unique insight into interest rate markets and commercial finance. Bottom line is that Jake has stamped Clopton Capital with the right balance of versatility, reliability, resolve, and measured aggressiveness in closing deals that make it a force in the commercial real estate funding industry.
Learn More
http://www.cloptoncapital.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jake-clopton-commercial-loan-expert-president-of-clopton-capital
Ralf Specht is the author of “Building Corporate Soul”. He developed the Soul System™, a framework powers culture and success for any business.
After two decades with McCann Erickson in various executive roles, he was a founding partner of Spark44, an innovative, industry-first joint venture with Jaguar Land Rover.
Under his leadership as CEO, Spark44 grew to a 1,200 people business in 18 countries.
His driving vision is to make soulless companies a thing of the past.
Learn More: https://buildingcorporatesoul.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ralf-specht-author-of-building-corporate-soul
Darby Vannier has over 20 years of experience in leadership development and strategic consulting. He has led effective teams of more than 100 employees, coached others into their own leadership positions, and created stability during challenging organizational transitions. Darby built his career on the philosophy that developing the right people is the key to success.
Learn more at https://beindispensable.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-darby-vannier-author-of-the-indispensable-leader
Ed Tyson is the chief executive officer of PerSynergy Consulting and the author of From Expert to Executive. He is a former strategy executive and Marine turned executive coach and organizational consultant. As the architect of the LeadershipSOPs, a ground-breaking leadership framework and methodology, Ed encourages leaders to develop and deploy personal standard operating procedures for structuring, operating, and perfecting their communities of effort. Challenging convention, this simple but robust model promotes anchoring oneself in the purpose of leading and engaging in the actual work and process of it before developing interpersonal skills and styles (like most development approaches), believing those who do the reverse are likely to improve their membership, but not necessarily their leadership. Said more plainly, Ed believes interpersonal skills can be used to improve one’s leadership; but they are not leadership itself.
Before founding PerSynergy in 2013, Ed accumulated 20 years of leadership experience in a range of military, non-profit, private, and publicly traded organizations. Ed joined the United States Marine Corps at 17 and received a bachelor’s degree in Philosophy from Pennsylvania State University. After graduation, Ed attended Temple University while working as the director of education for the Pennsylvania Health Care Association, earning a master’s degree in Adult Organization Development. During his professional career, he held executive positions in process improvement and strategy development and led functional areas as varied as spend management and corporate marketing. Since making the move to external consulting, his experience has been just as diverse, working across sectors, such as energy, automotive manufacturing, legal services, biotech, and big tech.
A master facilitator and speaker, Ed has worked hand-in-hand with boards, leadership teams, and C-level leaders from Fortune’s 500, 100 and top five, assisting with issues ranging from leadership development to strategy and structure. He is a tested executive coach and team development expert. As both an internal executive and an external consultant, he has led multi-million-dollar change initiatives impacting tens of thousands, developed strategic plans for companies of all sizes and sophistication, and completed scores of strategic reorganizations.
Ultimately, Ed attributes much of his success to his ability to deconstruct and simplify complex issues, think quickly but react calmly, and reframe even the toughest of discussions. Stylistically, he brings a unique blend of positive energy, calm intensity, and humor to serious discussions requiring rapid resolution.
Ed was born and raised in Pennsylvania but resides in Southern California with his wife and the youngest of his two sons.
Learn More: https://www.leadershipsops.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-edward-tyson-ceo-of-persynergy-consulting-and-the-author-of-from-expert-to-executive
A nationally certified Life Coach in Leadership and one of the top Real Estate professionals in the world closing 30-65 deals a month, Chris Craddock is the host of the Uncommon Real Estate Podcast, a realtor, and entrepreneur
who runs multiple successful businesses in the Washington DC Metro area (and Richmond,VA). Chris and his companies consistently bring in close to 10 Million in revenue year after year.
His team, The Redux Group, sold just over $160 Million in volume in 2020.
Chris has been married for 21 years and is the proud father to six beautiful children.
Learn More: https://dmv.thereduxgroup.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-craddock-real-estate-expert-founder-of-the-redux-group-and-podcast-host
Jackie Bradley is one of the most recognized “Teaming” coaches in the financial services industry having coached 1000s of teams of all shapes and sizes. An authority on the unique areas advisors face, she helps teams scale 7-figure businesses while achieving freedom from the areas of the business that bog them down, gaining back their time and happiness.
Learn More: https://mindshiftfinancialcoaching.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jackie-bradley-co-founder-of-mindshift-financial-coaching
With over 15 years in the woodworking manufacturing business. Starting out in his small garage, Jeff independently grew his company into a business of 60 employees with a combined 55,000 square feet of manufacturing space. Since working on his business and firing himself, Jeff now spends his time playing golf and cheering on his kids at their sporting events.
Learn more at www.thepushthru.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeff-finney-owner-and-ceo-of-ultimate-cabinets-the-push-thru
In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions.
Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.
Mike’s commitment to prioritizing client interests includes professional development and continuous learning.
He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.
When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.
If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.
Learn More: https://www.blueprintra.com/
Mike@blueprintra.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-risks-for-nonprofits-and-small-business-owners-with-a-401k-plan
Wendy a/k/a “The Financial Lyon” has been helping her clients create their legacy for over a decade. She specializes in coordinating strategies for her clients’ lives – whether they’re just starting out or planning for retirement. Wendy learned the hard way about not protecting what matters most – your life – early on. After her husband died in a motorcycle accident at the age of 24, she was left to raise two daughters, 1 and 3 years old, without having planned for the worst or having anywhere near adequate life insurance in place. There are no “do overs” in life, and Wendy’s passion is to inform, educate, and empower individuals and businesses with lessons learned from her experience – to first build wealth on a solid foundation that protects what matters most – your life. Wendy can be heard on KCBQ, ESPN, seen on OANN, SD CW6 and volunteers her time raising funds to fight human trafficking
Learn More: http://www.wendylyon.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wendy-lyon-the-financial-lyon-helping-clients-create-their-legacy
For more than 25 years, Amazon Best-Selling author Dr. Keith Johnson has been known the world over as an Internationally Acclaimed Confidence Coach and Speaker. Dr Johnson is a Success Strategist. With his transformational message, Dr. Johnson has had the honor of coaching more than one million leaders to elevate their levels of success to be more, do more, and have more than they ever imagined.
There was a day when America’s #1 Confidence Coach had no confidence at all. After his first business failed, after accruing $180,000 in credit card debt, and after having to move in with his mother-in-law, Dr. Johnson discovered the principles to lift himself—and anyone—from poverty to privileged.
Today, Dr. Johnson is inspiring others to increase their CONFIDENCE; create a lifestyle of LIVING WEALTHY; and climb the mountain of LEADERSHIP to make a huge positive difference in their world and the world around them.
Learn More: https://keithjohnson.tv/
Get a free copy of Keith’s book at https://www.financialfasttrack.com/freebook
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-keith-johnson-internationally-acclaimed-confidence-coach-and-speaker-success-strategist
LM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process.
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).
LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.
He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.
Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.
He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.
Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.
Learn More: https://lmstamper.com/
Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-preparing-for-retirement-for-women-is-different-than-for-men
After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better reflect the firm’s planning advantage and core values.
At Maestro Associates, Chris helps his Clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.
Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.
Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.
Learn More: https://www.maestro-associates.com/
All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-common-issues-with-estate-planning
Christine is an award-winning business coach & consultant for online entrepreneurs who want to build profitable businesses on their own terms. She is well known for her tales from the trenches, tell-it-like-it-is
strategies, and an almost uncanny ability to help people bust through their blind spots. Christine’s work has been featured in Entrepreneur, Forbes, Business Insider, Vogue, National Geographic, and more
Learn More: https://www.christinemeansbusiness.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christine-hansen-award-winning-business-coach-author-of-we-mean-business
LM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process.
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).
LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.
He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.
Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.
He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.
Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.
Learn More: https://lmstamper.com/
Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-his-the-sgd-process
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven’t run across once or twice.
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-understand-cyber-insurance
The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. They help their clients build wealth and their bottom line using wise financial fundamentals. With investor-specific goals at the forefront, they provide the expertise to ease the process of engaging in all phases of commercial real estate to use it as a powerful wealth-building tool. The Investment Club is the educational and masterminding initiative, brought forth by the Investment Advisory Division, to gather commercial real estate investors and all industry experts together to learn, grow and build viable investment teams.
The creators and members of the Division and the Club shared, “We are excited about the recent launch of our new Investment Advisory Division and Investment Club. We like to think of our clients, colleagues, and vetted resources as partners in all phases of real estate investment acquisition, management, and in the process of making decisions about the sale of an asset. And we believe in the power of a collaborative approach because real estate investing is the ultimate team sport. Please plan to join us by attending the MONTHLY in-person training sessions with opportunities to network, build your investment IQ and meet industry experts and potential partners.”
The Trinity Team Investment Advisory Division is strategic, nimble, instinctive, and informed. Above all, they are committed to their clients in a way that defies traditional brokerage standards. As an added benefit, they have curated the best of the best vendors and resources to assist their clients in every phase of investment planning, property acquisition, and management from vetted resources including:
Lenders
Attorneys
Tax Strategists/CPAs
Cost Segregation Specialists
Property Inspectors
Environmental Testing Companies
Survey Companies
Space Designers/Architects
General Contractors
Property Management
1031 Exchange Specialists
To learn more, visit: https://trinityteamrealestateco.com/investing/
Meet the Trinity Team Investment Advisory Division Members
ERIC FRITZKE
Eric is an active investor dedicated to educating investing clients to establish and maintain a path to success in their efforts to build wealth through commercial real estate. With 25 years in the real estate industry, he provides an expansive experience base in property identification and advisement throughout every step of the analysis and property acquisition process.
SHELLEY HILLESHEIM
Shelley is an active investor and focuses on the finer analytical details in the real estate investment process. She provides market, property and portfolio analysis, lender negotiation strategies, lease analysis, and investment performance tracking. Shelley is extremely motivated to help investors with valuable information to make informed decisions and has a passion for helping to make commercial real estate investing more accessible for anyone interested in learning.
HOPE SAWYER
Commercial Administrator – Hope provides property research & valuation, marketing and an array of administrative services. She is diligent at keeping track of deadlines and works alongside our dedicated transaction coordinator to aid clients in a smooth transaction. She also has extensive knowledge in Colorado Real Estate Contracts and Documents, eContracts and a host of commercial real estate technological tools including CoStar and LoopNet.
Christine is a personal finance coach who helps people transform their relationships with money so they can achieve their financial goals and dream life.
Money is important and having a good relationship with money is the foundation for achieving your financial goals.
Learn More: https://www.tehfinancialcoaching.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christine-teh-owner-of-teh-financial-coaching
In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions.
Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.
Mike’s commitment to prioritizing client interests includes professional development and continuous learning.
He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.
When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.
If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.
Learn More: https://www.blueprintra.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-problem-for-small-business-owners-with-a-401k-plan
After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better reflect the firm’s planning advantage and core values.
At Maestro Associates, Chris helps his clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.
Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.
Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.
Learn More: https://www.maestro-associates.com/
All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-benefit-to-transparency-of-flat-fees
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven’t run across once or twice.
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-save-money-on-coverage
From starting out doing door-to-door sales over 12 years ago to becoming one of the largest insurance group brokers in the US.
Affordacare Insurance employs over 9,500 agents and partners, with offices in nearly every state. By mid-2022 Affordacare Insurance is projected to surpass the billion-dollar mark in total savings to all their clients.
Learn More-https://affordacareinsurance.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-guilfoile-ceo-and-founder-of-affordacare-insurance
Scott Rosenzweig is a seasoned commercial executive sales/marketing leader & sustainability strategist known as being personable, versatile, and collaborative. Scott spent the first 15 years of his career in publicly traded companies developing strategies to drive global expansion and profitable growth, then joined private equity throughout his next 15 years to lead several companies and teams towards increasing levels of success – both organic and acquisitive. Having held titles of President, Chief Commercial Officer, SVP Sales & Marketing and more, Scott is now leveraging his experience and network as a trusted B2B Partner for small & mid-sized businesses driving exponential sales growth, profitability, developing winning cultures, and introducing buyers with sellers through his two consulting businesses: Sales Growth Advisors and ESG Core Advisors
Learn More: https://salesgrowthadvisors.com/interview-with-scott-rosenzweig-president-chief-revenue-officer-of-sales-growth-advisors
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions.
Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.
Mike’s commitment to prioritizing client interests includes professional development and continuous learning.
He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.
When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.
If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.
Learn More: https://www.blueprintra.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors
Kim Neeson helps women at the mid-career stage of their life curate their next chapter – whether a career change, leadership growth, “rewirement” or retirement – and to live their best life.
Learn More: https://kimneeson.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kim-neeson-coach-consultant-award-winning-entrepreneur-and-leadership-executive-with-kim-neeson-consultancy
He created marketing strategies, content and campaigns for clients including Microsoft, Google, LinkedIn and HP and contributed to Wired, Forbes and Popular Science.
Currently, he is CEO at Articulate Marketing, a UK marketing agency specializing in the technology sector.
Also, his geek credentials are strong. Previously, he was founder and CEO at Intelligent Games, a 70-person computer games company where he designed games for LEGO and produced two games based on Dune.
Matthew also has his commercial pilots license and an advanced wine diploma. (Have you seen the film Somm? Like that!) At some point in the previous millennium, he studied history at Oxford University.
These days, he blogs about modern management at www.geekboss.com about marketing at www.articulatemarketing.com and wine at www.vincarta.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matthew-stibbe-ceo-at-articulate-marketing-discussing-message-to-market-clarity
Nadine has been providing insurance to people throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently with them to find a strategy that meets all their concerns.
Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Sending your children to college is a cash flow and retirement problem. Health coverage and understanding Medicare and associated costs is a retirement problem, making sure you have guaranteed lifetime income is a retirement problem).
When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.
Let’s talk about what concerns you most.
Learn More: https://nbpinsuranceservices.com/
Get on my calendar NOW at https://calendly.com/nadine-perez-agent/60min
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nadine-perez-founder-of-nbp-insurance-services
Leaders Press a USA Today and Wall Street Journal best-selling press, where she creates books for entrepreneurs from scratch and launches them to best-seller with a 100% success rate.
She runs a hybrid publishing house with traditional distribution (via Simon & Schuster) through which more than 500 entrepreneurs have been able to share their stories with the world. 172 of Leaders Press authors have become USA Today and Wall Street Journal best-selling authors.
Alinka has been featured by Forbes, Entrepreneur Magazine, Entrepreneurs on Fire and numerous other outlets.
Her mission is to help 10,000 entrepreneurs share their wisdom with the world by 2030.
Learn More: https://leaderspress.com/
https://leaderspress.com/discover
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alinka-rutkowska-is-the-ceo-of-leaders-press
After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better reflect the firm’s planning advantage and core values.
At Maestro Associates, Chris helps his clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.
Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.
Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.
Learn More: https://www.maestro-associates.com/
All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-owning-income-real-estate
Marty Silbernik began his career in marketing for one of the world’s largest restaurant companies, McDonald’s.
Over his 21 years at the corporate level he helped the company grow from some 2,300 restaurants to over 23,000 restaurants worldwide.
In the mid-90’s Marty left Chicago and moved to South Florida, purchasing 2 McDonald’s restaurants in Broward county. Some 10 years later, he left the McDonald’s family and opened a couple of small sandwich shops, also in Broward.
When the Real Estate market collapsed in the late 2000’s he left the restaurant industry, after more than 30 years, and embarked on a new career in Insurance. His initial focus was on Indemnity insurance, like Accident, Disability, Critical Illness – programs that were used for Voluntary Employee Benefits. These roots are still part of the overall services he provides, but the natural offshoot of that was to expand into Medicare. Over the last 12+ years he’s brought his enthusiasm for customer/client service and helping people to the Medicare arena.
His primary focus is to educate his Medicare beneficiaries so they can make an informed decision that best serves their long-term needs protecting their health for years to come.
Learn More: https://www.unitedinsuranceexperts.com/
Schedule a call with Marty: http://MartyS.me
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marty-silbernik-medicare-expert
manuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help businesses establish 401(k) benefit programs.
He has passed the Series 7 and 66 securities exams, holds California licenses to offer health and life insurance as well as annuities, and has obtained his Chartered Retirement Planning Counselor (CRPC®)
designation.
He and his wife have three daughters and one son.
Learn More: http://www.avinafinancialgroup.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-emanuel-avina-president-of-avina-financial-group-discussing-how-to-use-life-insurance-for-retirement-planning
Timothy is an experienced and knowledgeable Wealth Advisor, ready to work with you to ensure you and your family’s financial future. He has a degree in Finance from Georgia Southern University and has a certificate in financial planning. He specializes in providing solutions to protect your family’s life, income, and retirement. After 15 years of working in the financial services industry, and helping hundreds of clients, Timothy made the decision to continue his journey with Lionswealth Financial.
As a Wealth Advisor, Timothy’s main goal is to help you make well-informed decisions on what types of financial strategies are right for you. He also emphasizes the need to adjust plans as your goals and needs change. Timothy will always listen to your concerns, share all information about potential solutions, including benefits, risks, and estate issues, and treat your financial goals with the same care and interest that he devotes to his own.
Timothy looks forward to being your trusted advisor and expert resource as you build a secure financial solution.
Protecting your life, income, and more importantly your retirement is my focus. Social Security is a critical piece of your plan and I am here to help you make the smart decisions regarding your financial future.
Learn More: http://www.lionswealthfinancialgroup.com/
Licensed insurance agent #2664462
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-timothy-johnson-president-of-lionswealth-financial-group-on-social-security-strategy
Brian is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios.
Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, taxes and education planning — to create a truly comprehensive financial plan. He takes the time to learn about his clients’ lives and families and is physically present when they need him.
Brian is a General Securities Principal and holds Series 7, 24, 51, 63 and 65 securities registrations, as well as a life and health insurance license. He is a Certified Public Accountant (CPA) in the state of Connecticut and holds a Chartered Global Management Accountant (CGMA) designation accredited through the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). Brian also holds the Accredited Investment Fiduciary (AIF®) Designation demonstrating that he has a fundamental understanding of the principles of fiduciary duty.
Brian has over 20 years of experience in the finance and accounting industries. Prior to joining MJP, he worked for Xerox Corporation, a venture capital firm and a “Big 4” public accounting firm. Brian holds a Bachelor of Science degree in business administration with a major in accounting and a minor in economics from Bucknell University.
Brian has established himself as a trusted wealth advisor through his expert, integrated approach in meeting the needs of investors. For the past four years (2018-2021), Brian has been recognized on the Forbes Best-In-State Wealth Advisors list, which highlights the top wealth advisors across the country. He is currently ranked #33 in Connecticut for high net worth advisors. In 2016-2019, Brian was named “Best Financial Advisor” in the Best of Hartford Readers’ Poll. Brian was also named “Best Financial Advisor” in the Wilton Magazine Readers’ Choice awards in 2018, 2019 and 2020.
Brian has been a guest contributor and provided commentary to numerous media outlets, such as Bloomberg, Fox Business, CNBC, Yahoo Finance, TheStreet, Reuters, and Cheddar News. In addition, Brian has been a member of several advisor panels focused on maximizing efficiency to build business growth.
Outside of MJP Wealth Advisors, Brian serves on the Board of Directors for Family & Children’s Agency, a non-profit organization that provides services to children, adults, and seniors. In his free time, he enjoys playing tennis, running half-marathons, and spending time with his wife, Michele, and their two children.
Learn More: https://www.mjpwealthadvisors.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-vendig-cpa-aif-president-of-mjp-wealth-advisors
Born and raised in the streets of New York City, I graduated from Rice High School in Harlem and than graduated with a Bachelors Degree in Criminal Justice from John Jay College. As a child, I was thought to serve and respect others. With a passion for serving and helping people, I joined the United States Marine Corps in 1978 in order to keep the tradition of protecting families freedom. After my service in the USMC, I started working in Law Enforcement and upon Retirement, I then transitioned into Financial Services in 1995. I associated myself with Primerica Financial Services helping clients with Term Life Insurance and Investments.
In the year 2000, I opened my own Small Business in Hospitality, which grew from 14 employees to 250 employees which allowed me to develop a great Clientele throughout the United States and Puerto Rico. Due to the 2008 economic collapse, I was forced to close our business. This made me realize that helping families protect their financial future was very important and where I needed to be.
I partnered up with First Financial Security as an Area Marketing Director and in 2012. I developed and translated brochures in Spanish and was given the opportunity to launch a division of First Financial Security in Puerto Rico, with Total Success.
In 2017, I decided to start our own agency, LifeAnswers Financial Group in Tampa, Florida and associated our Firm with Partners Advantage a Gallagher Financial Group. Our Mission is too Educated, Inform and Empower our Clients and Financial Professionals with the latest and greatest financial solutions available. We have succeed in becoming a leader in the Industry by achieving our Vision in eliminating clients debt using their own money (Your Family Bank), to restructuring clients retirement and implementing tax free lifetime income solution (Stonewood Financial). Our programs are helping families achieve the American Dream. I have continued to provide the same dedication to all my Clients and Business Partners with hands-on experience and keeping up with how technology affects the insurance industry. Staying ahead of the Industry’s frequent changes, is my sixth sense.
I have represented many Clients for over 27 years and continue to grow and serve our communities.
Learn More about:
The New Holistic Retirement
The New Rules of Retirement
Tax Free Retirement
http://www.lifeanswers-fg.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-cesar-mourino-president-ceo-of-lifeanswers-financial-group
Born, raised and attended schools in Chicago, I’m a Southsider.
Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
– Leveraging current tax code to have a lifetime of tax-free income.
– Quick, Affordable Term Life Insurance at Great rates.
– Retirement planning , IRA and IRA Rollover.
– Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.
– Index Universal Life and Term Insurance.
– Business Owner Policy and Buy – Sell Agreements.
– Annuities and wealth transfer.
– Mortgage Protection Insurance.
– Infinite Banking – Protected Asset Class
Will you have the income you need and want when you retire?
Learn How: http://dlhortonadvisors.com/
My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.
Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)
Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent
Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.
Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)
Insurance Specialist-National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-a-college-saving-plan
Randi helps small businesses and entrepreneurs remove their legal “what ifs” so they can “WOW the world.” With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal management with a focus on intellectual property, legal operations, and online legal protection. At Sagacity Legal, she guides her clients through the legal risks they’ll face now and in the future, so they can focus their time and efforts on the value, expertise, and experience they bring to their business.
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.
Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.
Learn More: https://sagacitylegal.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal
Jean is an organizational consultant and management coach. She has over 20 years of consultation and teaching experience within private and public sector organizations. Her scholarship and consulting are dedicated to helping people fulfill their goals and give meaning to their lives. As a social scientist, she has endeavored to master the technologies of change, development, and diversity and put these into practice and demonstrate that they work in everyday life.
Learn More: https://www.leadingconsciously.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jean-latting-president-of-leading-consciously-leadership-coach
I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances.
Professional Experience
– Staff auditor for the accounting firm of KMPG Peat Marwick.
– First ever Controller for the law firm Akerman, a top 100 law firm in the US.
– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.
– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.
Volunteer Experience
– Treasurer, Inverness Golf and Country Club
– Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.
– Former Treasurer, MulliganLife – a Florida non-profit ministry
– Former Chairman, True North Foundation – helped them organize a planned giving committee
The primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.
Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.
Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.
Learn More: https://cbizcoach.co/
1-800-344-1272
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-business-productivity
Ken has been professionally interneting for the past seven years and has shifted his focus to all things SEO and inbound for the last five . Ken is an endlessly curious person with a cliche coffee addiction and a burning desire to encourage and empower others to pursue meaningful lives. Husband, maker, Australian Shepherd puppy dad, and serial entrepreneur (mostly failures, lots of lessons).
Learn More: https://revenuezen.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ken-magma-marshall-chief-growth-officer-and-managing-partner-at-revenuezen
Born, raised and attended schools in Chicago, I’m a Southsider.
Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Leveraging current tax code to have a lifetime of tax-free income.
Quick, Affordable Term Life Insurance at Great rates.
Retirement planning , IRA and IRA Rollover.
Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.
Index Universal Life and Term Insurance.
Business Owner Policy and Buy – Sell Agreements.
Annuities and wealth transfer.
Mortgage Protection Insurance.
Infinite Banking – Protected Asset Class
Will you have the income you need and want when you retire?
Learn How: http://dlhortonadvisors.com/
My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.
Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)
Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent
Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.
Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)
Insurance Specialist-National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-life-insurance-vs-401k-for-retirement
John graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network door to door sales company located in Provo, UT.
Learn More: https://incitetax.com/wealth
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-briggs-founder-of-incite-tax-accounting
Born, raised and attended schools in Chicago, I’m a Southsider.
Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Leveraging current tax code to have a lifetime of tax-free income. > Quick, Affordable Term Life Insurance at Great rates.
Retirement planning , IRA and IRA Rollover.
Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans. > Index Universal Life and Term Insurance.
Business Owner Policy and Buy – Sell Agreements. > Annuities and wealth transfer.
Mortgage protection Insurance.
Infinite Banking – Protected Asset Class
My California Insurance license number is 0M04571 and llinois Insurance license number is 18599272.
Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)
Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent
Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.
Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)
Insurance Specialist
National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.
Will you have the income you need and want when you retire?
Learn How: http://dlhortonadvisors.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors
Jill James, LLC is a consulting & coaching firm that transforms self-funded businesses into high-profit companies through strategic operating support
Originally from a small town in Wisconsin, Jill attended the University of Chicago, where she graduated with honors in political science.
She then moved to New York to work in banking with J.P. Morgan and AXA Financial.
She returned to the University of Chicago’s Boothe school of business to study finance, but switch to entrepreneurship, strategy, and marketing after a summer internship with a venture back to start up. She’s held executive positions at early stage technology companies in San Francisco and Los Angeles and served as an advisor to the media, marketing, and entrepreneurship program at the USC Annenberg school of communications.
In 2015, Jill realized work wasn’t working for her anymore. At seven months pregnant, she started Sif Industries to help founders define success on their own terms.
Her “twins”— her son and her company — have grown up together in Los Angeles and Valencia, Spain.
Learn More: https://thejilljames.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jill-james-ceo-founder-of-the-jill-james-llc-focusing-on-self-funded-small-business-owners
Erin holds a BBS in Accounting and Finance from Dallas Baptist University and has performed as a Senior Staff Accountant in the corporate arena.
Today, in addition to being a Registered Social Security Analyst she is also an Enrolled Agent.
Erin finds that Taxes and Social Security are inextricably aligned, and she is intimately aware of the impact these have on both the aging and those who care for them.
She employs her knowledge and experience to help others retain what they have earned.
Learn More: https://suncoastssadvisors.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-erin-fountain-founder-and-president-of-suncoast-social-security-advisors-consulting-and-tax-services
Savvy Pro Web is a company that builds websites that increase credibility, generate leads and win clients.
After being taken advantage of and going bankrupt in his first business, Sean began doing the only other thing he knew how to do: build and market websites.
He quickly realized how often his entrepreneurial clients had been ripped off by the digital marketers they’d worked within the past.
Savvy Pro Web exists to ensure every entrepreneur makes better, more informed website decisions so they never have to go through the feeling of being taken advantage of again.
Sean has a degree in Entrepreneurship from the University of St. Thomas, runs his company on EOS (the Entrepreneurial Operating System), is a StoryBrand Certified Guide and a proud member of Strategic Coach.
He resides in Dallas, Texas with his wife Karen and their three beautiful children.
Learn More: https://www.savvyproweb.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-rosensteel-founder-of-savvy-pro-web
I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to offer and it was truly a blessing to grow up on the Front Range. The move to Colorado led to many great life experiences.
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.
Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group-what-is-the-value-of-an-independent-insurance-agent
I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living.
Learn More: https://www.donumvita.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-poli-contract
I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living.
Learn More: https://www.donumvita.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-private-reserve-system
Jonathan Rosenfeld is an attorney in Chicago, Illinois concentrating in cases involving serious injury and wrongful death. Mr. Rosenfeld managed to consistently grow his business (10-20% annually) in the wake of additional competition and headwinds from the Covid-19 pandemic. At a time when other law firms are struggling to stay afloat, Mr. Rosenfeld continues to expand his law practice into emerging areas that help stabilize his revenue in uncertain times.
While nothing can take the place of hard work and commitment, Mr. Rosenfeld firmly believes in having balance in his life to include time for family, fun, exercise, and personal time.
Even during hectic periods at work, Mr. Rosenfeld is committed to allotting time for each aspect of his life which in turn leads to more productivity and happiness.When it comes to running a business, Mr. Rosenfeld is keenly aware that the race is indeed a marathon and successful people need to establish a solid foundation in order to set themselves up for success.
Learn More: https://www.rosenfeldinjurylawyers.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathan-rosenfeld-founder-of-rosenfeld-injury-lawyers-chicago-personal-injury-lawyer
Wesley is the driving the vision and strategy as CEO for over the past 11.5 years.
From 2009 to March 2021. High Level Marketing grew from and idea to 50+ employees with revenues over 6.5M+ with powerful technology to become a powerhouse in the industry.
High Level Marketing as of today is a blend of the existing team and Bell Media. High Level Marketing & Bell Media came together March 2021 and went thru a rebrand to bring the two teams together. HLM now employees over 100+ team members across the nation, with offices in Michigan, Alabama, Tennessee, & Texas with revenues of 20M+.
Wesley Mathews has shifted his responsibilities as CEO to Scott Bell, High Level Marketing’s new CEO. Wesley now serves as the Chief Growth Officer to help continue to grow, scale, & support HLM.
Wesley is 40 years old, has 4 boys (12,9,9,7) has been married for 15 years.
Loves to Golf, Fish, Boat and Travel & Many more!
Learn More: https://www.highlevelmarketing.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wesley-mathews-co-founder-of-high-level-marketing
LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances.
Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.
Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.
Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.
He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.
In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 24 years, and he says it never seems to get old.
Learn More: https://lmstamper.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women
I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps me relate with his clients much more as I know the issues business owners face every single day. Inside business insurance, I have worked with a lot of non-profit insurance and portfolio management. However, you would be hard-pressed to find a type of business that I haven’t run across once or twice.
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group
Karl brings over two decades of executive-level experience building and growing technology businesses and spends his time at M13 across all functions of the business, specifically overseeing the Propulsion Team and running the firm. Karl is a tech investor, serial entrepreneur, and most well known for building DigitalOcean from the ground up, which is one of the fastest-growing cloud infrastructure companies that is becoming a strong challenger to Amazon.
DigitalOcean is valued now at over $10 billion. Ticket symbol is DOCM.
Karl was also the Co-founder + CEO for China Export Finance, and Co-founder + CEO for Clearview Networks.
Learn More: https://m13.co/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-karl-alomar-managing-partner-at-m13-a-venture-capital-firm-focused-on-early-stage-consumer-technology-companies
I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living.
Learn More: https://www.donumvita.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm
I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living.
Learn More: https://www.donumvita.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company
I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to offer and it was truly a blessing to grow up on the Front Range. The move to Colorado led to many great life experiences.
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.
Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group
Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance.
Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built on trust.
It is important to her to educate clients on any gaps in coverage, as well as any unnecessary coverage they may be carrying. As is the foundation of Trailstone’s mission, Beth lives by the Golden Rule both at work and in her personal life. The couple has two dogs that they are devoted to and who have become an important part of their lives. Beth also enjoys the Colorado lifestyle and makes handcrafted cards that she shares with others.
Learn More: https://www.trailstoneinsurancegroup.com/beth-rodgers/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group-discussing-landlord-and-renters-insurance-policies
I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. You can’t go anywhere in Evergreen without receiving a warm smile from a passerby. I’ve carried this with me my whole life, a smile is contagious and can make someone’s day. I always try to share that gift with the world around me. You never know how far the ripples of kindness can travel.
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.
Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/
720-990-5649
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-colorado-realtors
Chris founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to clients in Colorado. Now known as Maestro Associates the firm serves clients in California, Oregon, Washington, New Mexico, and Kansas. Under Chris’s leadership, the firm has implemented a unique planning approach that helps meet peoples’ financial and emotional needs.
Chris received an MBA and a law degree from the University of Denver. As a Certified Financial Planner, he holds FINRA Series 6, 7, 24, 26, 63, and 65 licenses. He also maintains Life, Heath, and Annuity licenses in several states.
Learn More: https://www.maestro-associates.com/
All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm
Bryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investment Adviser Representative An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary financial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.
Bryan works for his clients, not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client’s interests above all others.
Learn More:
https://newlifefinancialalliance.com/
https://www.linkedin.com/in/bryandaly
https://nlfadiscoverycall.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Advisory Firm
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation. Licensed Insurance Agent | Florida License # A060754
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner-discussing-social-security-claiming-options
Andy is an engineer by trade and a creative by nature. He spent 22 years with the Boeing Company, where he always felt more like a life coach than a boss. In 2002, he began his journey into entrepreneurship within a Corporation when he was asked to develop an Airspace Design Consulting business from scratch that would serve the global government market. Andy has a Bachelor’s Degree from Georgia Tech in Electrical Engineering and a Master’s Degree in Computer Information Systems from Georgia State. Naturally, his aviation work took him around the world and enabled him to work on high-profile projects – such as preparing the Beijing and Sochi Airports for their respective Olympic Games.
Learn More: https://www.generateyourvalue.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andy-mcdowell-life-leadership-small-business-coach-founder-of-generate-your-value
A former Ford model turned legal powerhouse, Lorraine D’Alessio is a multi-award-winning attorney.
She is an immigration and business law expert and go-to legal service provider for professionals in the modeling and fashion world, athletes, and entrepreneurs.
Learn More: https://dlgimmigration.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lorraine-dalessio-immigration-and-business-law-expert
I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. You can’t go anywhere in Evergreen without receiving a warm smile from a passerby. I’ve carried this with me my whole life, a smile is contagious and can make someone’s day. I always try to share that gift with the world around me. You never know how far the ripples of kindness can travel.
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.
Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/
720-990-5649
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-mortgage-lenders
Audrey is Producer for Amplify Voices, the co-host alongside NFL coach Pete Carroll for the Amplify Voices podcast and host of the Unlikely podcast on leadership.
A talented storyteller and visionary systems thinker, Audrey has decades of experience in leadership development, entertainment production, and content marketing with a focus on championing humanity in all people.
Audrey is hosting a new podcast series dedicated to heart leadership. “Unlikely” is a series of thoughtfully curated discussions with global experts on being a modern leader in these uncertain times.
She has worked some of the most influential leaders in the world—including speaker and author Tony Robbins and Oracle founder Larry Ellison—to develop and empower new visionaries as well as build major brands through stories and insights around authentic human connection. No matter the sector, she continues to build bridges between what is and what can be, with storytelling as the scaffolding.
Learn More: https://www.amplifyvoices.io/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-audrey-cavenecia-leadership-expert-chief-content-officer-producer-for-amplify-voices
Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for his employers he uncovered how tax-advantaged income benefits businesses and, by extension, individuals.
Black Pearl is offering a free book on Social Security retirement strategies ($15 value) for the first 10 people to schedule consultations.
https://www.myblackpearl.co/
Phone: 1-310-974-3255
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-creating-an-income-stream-for-life
For more than twenty years, she has been transforming businesses from within, elevating the talents of their organizations to new performance levels. Her experience has taught her to put tremendous value on people, whom she considers as the heart of every business. When hiring a consultant, Deb knows that the primary goal will always be a resolution to a problem.
As The Drop In CEO Deb provides her clients with 25+ years worth of experience and strategy in Quality and Operational Excellence roles combined with her 20 years in the Flavors and Fragrance industry, to identify, assess, and solve the issues that are preventing their business growth. Certified as Lean and Six Sigma Blackbelt in Process Improvement, she has also developed significant leadership insight that “People’’ are your greatest tool in your toolbox. In order to deliver on her promise of offering “peace of mind,” she focuses on utilizing the talents of her client’s team and elevating them to new levels of performance, setting them up to better serve their organization.
When she isn’t transforming businesses from within, Deb is a board member of Women in Flavor & Fragrance Commerce, (WFFC), an avid Curler with the Cincinnati Curling Club, a mother of 3 and resides in Cincinnati Ohio with her Husband Dan of 32 years.
Learn More: https://dropinceo.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-deb-coviello-the-founder-of-illumination-partners-and-the-host-of-the-drop-in-ceo-podcast
I grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through. My favorite thing about where I grew up is the people. You can’t go anywhere in Evergreen without receiving a warm smile from a passerby. I’ve carried this with me my whole life, a smile is contagious and can make someone’s day. I always try to share that gift with the world around me. You never know how far the ripples of kindness can travel.
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.
Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group
Guillaume Wiatr guides CEOs and Founders to align people and accelerate innovation adoption.
He is the Founder of MetaHelm; a consulting firm focused on building strategic narratives for established companies.
For Guillaume, traditional business storytelling is dead. Innovation happens when you build a new narrative instead. As he says, “people will pay for a story, but they will die for a narrative”.
After helping to save a 20M euro venture during the dot-com boom, Guillaume went on a mission to turn every company into a source of inspiration that few can resist.
Since then, he’s been working with startup founders and senior executives at Alaska Airlines, The Gates Foundation, AIG, L’Oréal, Spencer Stuart, GAP, Google, Microsoft, and the US and French governments.
His commitment to education led him to become an instructor and a mentor to young entrepreneurs at the University of Washington, the School of Visual Concepts, and EMLyon international business school in France.
Guillaume publishes daily insights in his newsletter–The Next Narrative–where you can find a canvas he designed to get you started with your strategic narrative.
Learn More: https://www.metahelm.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-guillaume-wiatr-strategy-consultant-and-leadership-coach-with-metahelm-discussing-the-strategic-narrative-canvas
Mac is experienced with with over a combined 40 years in banking and insurance.
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.
Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.
Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.
Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.
Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.
Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.
Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;
Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.
Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-on-leaving-money-to-loved-ones
Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance.
Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built on trust.
It is important to her to educate clients on any gaps in coverage, as well as any unnecessary coverage they may be carrying. As is the foundation of Trailstone’s mission, Beth lives by the Golden Rule both at work and in her personal life. The couple has two dogs that they are devoted to and who have become an important part of their lives. Beth also enjoys the Colorado lifestyle, and makes handcrafted cards that she shares with others.
Learn More: https://www.trailstoneinsurancegroup.com/beth-rodgers/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group
Shane has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success.
Prior to his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing and Education sectors. His passion is in helping people reach their personal, business and career goals. He’s accomplished much of this in working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability. He helps advisors grow in the areas of: Retirement Income Planning (utilizing WBC); Wealth Accumulation; Liquidity; Income and Asset Protection; Investment Strategies; Group and Work-site Benefits; Advanced Business Planning and Estate Planning.
Born and raised in Colorado, Shane acquired his Bachelor of Science degree in Business Administration with a minor in Visual Arts. A resident of Castle Rock, he and his wife of 20 years, Jenni, have 3 amazing children- his son, Kade, who just passed the bar after graduating from ASU Law; daughter, Graissen, who attends CCU; and daughter, Macie, who is a high school senior. In his spare time, Shane enjoys hiking, fishing, men’s ministry, reading, movies and music.
Learn More: www.risebeyondmoney.com
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC. Rise is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
Rise is authorized to conduct life insurance and securities business in Colorado and may be licensed in other states. Rise cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Rise, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Guarantees are subject to the claims paying ability of the issuing insurance company.
Rise is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.
Investing involves risk which includes potential loss of principal.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shane-bauman-founder-of-the-financial-services-firm-rise
Deirdre Van Nest is the go-to expert for financial professionals on how to Make An Impact when they express themselves-verbally and in writing.
She is a top-rated, International Keynoter, Speech and Story Strategist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisor™; two practical communication systems that have taught thousands of advisors how to capture attention, connect emotionally, and Make An Impact.
On a personal note, she’s an Italian, Irish, New Yorker living with her family in Minnesota, where she tries hard not to scare people with her loud voice and enthusiastic hand gestures.
Learn More: http://www.crazygoodtalks.com/
Listen to her podcast at: https://crazygoodtalks.blubrry.net/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals
My Personal Journey
I was born in Cuba and came to the United States in 1980. My family and I arrived on an overcrowded boat. Even though I was a kid, I knew that we landed somewhere life-altering.
My father took a job repairing electrical equipment at a nonprofit radio station while my mom cleaned rooms at a hotel. Despite their tremendous work ethic, my family lived below the poverty line like many immigrants. That led me to become an entrepreneur early on, mostly out of necessity.
I started earning money at the age of 10 when I was in the fourth grade. My first business plan was to buy products that I could resell in the schoolyard. I had a lot of fun and also learned many important life lessons that have helped me throughout my life. My parents could not afford to give me pocket money. But that’s what helped me learn how to make it.
Through hard work and discipline, my parents slowly clawed their way up to the lower middle class. And I never stopped looking for ways to get ahead.
After High School, I worked up to 100 hours some weeks. That left no more than four hours for me to eat and sleep each day. Even though my free time was limited, I would go to garage sales and turn items around for a profit at a nearby flea market.
It was at one of the garage sales that I noticed someone selling hundreds of clothing samples. I bought them all for $1 each. This was a huge risk given, how little money I had at the time. I took the samples to the flea market and sold them for $6 each and made $3,000.
It was then that I realized smart investing can do much more than just help me get by. I continued to work hard, save and invest. That allowed me to save for a down payment on my first home at the age of 22. And I paid my entire mortgage each month by renting out the extra bedrooms.
From flea markets, I moved up to selling on eBay. Soon after, I started a wholesale business with an apparel brand I began importing from Mexico. I started traveling to wholesale shows in Las Vegas and Paris where I offered business owners the opportunity to sell my products in their brick-and-mortar stores worldwide.
Then I went from selling other companies’ products to creating my own brand. In only 13 months, my brand reached $1 million in sales. My companies have since gone on to develop and acquire numerous brands.
I believe hard work pays off – and have proven that throughout my life. My companies have now grown to reach millions of dollars in sales each year, and I no longer have to work like I did when I was younger.
My life has not been easy, but the challenges I overcame have taught me to appreciate what I have today. I’m truly grateful for the life I’ve built and for the country that welcomed me. Now, I’m using my business knowledge and life experience to help others fulfill their dreams.
Learn More: https://www.joelgandara.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-business-life-management-coach-joel-gandara
Mac is experienced with with over a combined 40 years in banking and insurance.
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.
Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.
Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.
Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.
Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.
Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.
Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;
Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248
Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-should-an-annuity-be-part-of-a-retirement-portfolio
Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for his employers he uncovered how tax-advantaged income benefits businesses and, by extension, individuals.
Black Pearl is offering a free book on Social Security retirement strategies
($15 value) for the first 10 people to schedule consultations.
https://www.myblackpearl.co/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution
Mac is experienced with with over a combined 40 years in banking and insurance.
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.
Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.
Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.
Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.
Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.
Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.
Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;
Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.
Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-on-making-wise-decisions-on-retirement-planning
Ken found his mission while standing in his front lawn in Atlanta in 2011, when he learned from the people who had purchased it that his house had been sold by the bank. With his business – and the last 6 years of his life – up in smoke, he took a mid-level sales position and over the course of the next 2 years was offered 2 promotions attaining the role of SVP of Sales within two years.
With his unique perspective on thriving during difficult times and his considerable sales acumen, he soon became a consultant in order to bring his systematic process to other companies, helping them adapt to difficult changes and to thrive in uncertain times.
Undoubtedly, sales are much harder to come by in the “new normal” of the COVID era. On average, companies have less than 25% of their sales staff meeting quotas successfully. However, Ken’s process is rooted in an understanding that, unusual though it may be, today’s difficulties are not unique. Businesses have always and will always need to pivot the ways in which they connect with and sell to their customers as times change, and, with this need in mind as well as a keen awareness of what exactly is at stake for entrepreneurs, Ken is a man on a mission – and a man with a proven track record – to help businesses adapt and grow their sales in any market environment.
Learn More:
https://kenlundin.com/
https://www.revheat.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ken-lundin-founder-of-ken-lundin-associates-and-creator-of-the-sales-alpha-roadmap
Mike is a self-confessed geek who loves talking about technology. He believes that combining the measurement, accountability, and innovation that he learned as an engineer with a passion for communicating ensures Napier delivers great campaigns and tangible return on investment.
Hobbies include speed skating and cricket, and he believes strongly in goal-driven marketing.
Learn More: https://www.napierb2b.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-maynard-managing-director-of-napier-b2b-marketing-agency
I’m Ed Brenegar, the creator of the Circle of Impact model of leadership and the author of Circle of Impact: Taking Personal Initiative to Ignite Change. Two decades ago, the Circle of Impact formed in my mind by observing patterns of behavior in organizations. As the Circle of Impact developed, two other principles became clear. The first is that we are in a time of great transition. “We are all in transition. Every one of us. All the time.” Never before have people had the opportunities to be persons of impact. I see that “All leadership begins with personal initiative to create impact that makes a difference that matters.” It means that every person can function as a leader of impact. This transition in society and in leadership is being driven by networks of relationships that are global in scope and local in focus. I am honored for the opportunity to talk with you about Circle of Impact leadership.
Learn More: https://edbrenegar.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Luke is a sales fanatic, a marketing evangelist, and an expert team builder. Luke has worked with tens of thousands of business professionals over the years, helping them understand how to connect with their client database in a way that generates leads, secures repeat clients, and captures referrals. In 2003, ReminderMedia launched American Lifestyle magazine, a one-of-a-kind, customizable marketing tool. Since then, Luke has led ReminderMedia to over 30,000 clients and has expanded the product line to include turnkey social media management, digital magazines, e-mail marketing, and analytics. Along his path from software engineer to leader of a multimillion-dollar company, Luke has shown an uncanny ability to analyze tough problems, deliver solutions that drive revenue, and foster success for the business.
Follow Luke:
Twitter: https://twitter.com/luke_acree
LinkedIn: https://www.linkedin.com/in/lukeacree/
Check-out Luke’s podcast: https://remindermedia.com/podcast
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-luke-acree-president-of-remindermedia-helping-financial-professionals-stand-out-with-personally-branded-lifestyle-magazines
Todd Isberner is a husband, father, business owner, and author of “What Every Man Needs to Know”
As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness, and finances. His success is based on discovering the deeper meanings and impact each one of these has in life.
A former business owner, professional media consultant, and coach, today Todd invests his time mentoring other men along their journey to success. More at www.ToddIsberner.com
For a more in-depth look, get Todd Isberner’s new book “What Every Man Needs to Know: How to Master Faith, Family, Fitness and Finance” on Amazon https://www.amazon.com/What-Every-Man-Needs-Know/dp/0578429411/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-todd-isberner-author-of-what-every-man-needs-to-know-how-to-master-faith-family-fitness-and-finance
Michael has more than two decades of business expertise as a strategic advisor and consultant, corporate executive, and investment banker. Michael has extensive experience with corporate development, mergers and acquisitions, and capital raising and has worked extensively with dental and medical groups and private equity backed-platforms.
Prior to starting Inflection 360, Michael had senior business development roles at Western Dental Services and US HealthWorks. He also spent several years developing and operating multiple multi-specialty surgical centers in Southern California. Michael began his career as an investment banker with Donaldson, Lufkin & Jenrette where he advised clients on a wide range of capital raising, M&A and restructuring efforts.
Michael earned a BS in Economics from the Wharton School of Business at the University of Pennsylvania and an MBA from the University of Chicago Booth School of Business.
Learn More: https://inflection360.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-roub-managing-partner-and-founder-of-inflection-360
Alon Braun, is an experienced system architect with a proven track record in supporting technology businesses to optimise their operations – advising in strategy, systems, sales and marketing.
He is the Founder of the Riverbanks Business Development Program.
With an MSc in Biology, he has been working
closely with genetics, bioinformatics and microscopy technology for several years, and has been featured in Forbes, Inc. and Entrepreneur.com.
Learn More: https://riverbanks.com/ http://alonbraun.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alon-braun-author-of-the-entrepreneur-journey
Emmanuel’s background combines over 16 years of market research and marketing experience with strong academic achievements.
At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s journey. This encompasses brand awareness to purchase and recommendation, leading to greater insights on the consumer within it. His clients span across a wide range of industries, including consumer packaged goods, retail, financial services, advertising agencies and media outlets.
Emmanuel also teaches Consumer Market Research at the University of California at Los Angeles (UCLA), and writes about consumer psychology for numerous publications.
Learn More: https://www.realfrenchboy.com/ | https://www.ipsos.com/en https://www.linkedin.com/in/emmanuelprobst/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-emmanuel-probst-author-of-the-book-brand-hacks
Chris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago. Known as a political insider and senior issues advocate, Orestis is a former Washington, D.C. lobbyist who has worked in both the White House and for the Senate Majority Leader on Capitol Hill. In 2007 he founded Life Care Funding, and in 2017 he founded the LifeCare Xchange.
Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging– with a third book Retire Like a Genius to be published in 2021. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. In 2019, Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA).
He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger’s, Investor’s Business Daily, AARP, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor, IRIS, and has been a guest expert on over 50 radio programs and TV appearances.
Learn More: https://retirementgenius.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-orestis-csa-president-of-retirement-genius
This book will give you an inside look for anybody planning on serving, currently serving, or who has served to help them be successful and significant.
You will hear from Chiefs in their own words, with different personalities, and different backgrounds. Each word relates to the more significant theme.
You will learn how to be persistent, not give up, and have
faith in yourself!
P – Passion
E – Excellence
R – Resiliency
S – Significance
I – Identity
S – Service
T – Transformation
E – Enthusiasm
N – Noble
C – Compassionate
E – Encourager
Buy on Amazon
About Chief Master Sergeant Ericka E. Kelly
Following two separate decades long careers of service to the nation, Ericka chooses to further disseminate the ideals of effective and meaningful leadership in her retired life. She is the CEO and Founder of Ericka Kelly Enterprises where she uses her experience both as a high-ranking Air Force Sr. Noncommissioned Officer and Senior DHS agent to assist companies and individuals alike, increasing productivity and teamwork effectiveness. Ericka is a professional speaker, executive coach, and trainer. She helps thousands of leaders to become better communicators, to establish trust, and credibility with others. Her coaching skills and mentorship allow individuals to realize their potential and to achieve greater goals for themselves and the companies/organizations they work for.
As the 17th Command Chief Master Sergeant of the Air Force Reserve Command combined with being the Senior Enlisted Advisor to the Chief of the Air Force Reserve, Ericka was the first Hispanic female to assume these roles. Under both positions, Ericka represented the highest enlisted executive leadership level in the military. She advised the Commander on all issues regarding the readiness, training, welfare, morale, and proper utilization and progress of more than 74,000 civilians/enlisted/officer active duty and Reserve Citizen Airmen serving at more than 60 military bases worldwide. She also provided direction to the Reserve Forces and represented their interests at all levels of government, other military branches, and in joint strategic and operational war-fighting environments.
In addition to her personal business and military service, Ericka has more than 27 years of government management and law enforcement experience. She served as a Senior Criminal Investigator for the Department of Homeland Security; Customs and Border Protection. Furthermore, she was the lead investigator in a multitude of task forces across a wide range of different mission sets, including but not limited to national security.
Ericka Kelly’s educational accolades include: Master of Business Administration, Military Studies, Trident University; a Bachelor of Arts, Criminal Justice |Foreign Languages (Spanish and French), University of Nevada; an Associate of Applied Science, Allied Health Sciences, Air Force Community College. She also holds the following accreditations: Professional Manager Certification (PMC); International John Maxwell Certification (JMT); Licensed Diversity and Inclusion Facilitator; & certified Emergency Medical Technician-Basic (EMT).
Ericka’s excellency as a service person both in the military and law enforcement are recognized beyond her subordinates and superiors. The United States Congress has seen fit to bestow her with the following accolades: Exceptional leadership skills, public; community service; speaking/mentorship/training abilities; language (Spanish) expertise; physical fitness, and an outstanding performer in stressful military/civilian situations.
Contact Ericka E. Kelly at www.erickakellyenterprises.com
About Chief Master Sergeant Lefford Fate
Lefford is the founder and President of It’s Your Fate Coaching Company. Fate is certified to facilitate, speak, train, and coach individuals and groups in leadership development, professional skills, and personal growth with the Napoleon Hill Foundation and the John Maxwell Team. Professionally he has mentored and served thousands of people.
A great leader once said that the two greatest days in a person’s life are the day they were born and the day they discovered why they were born. He believes there is a ”why” for everyone; that each of us was created with the potential to achieve greatness, to make a difference in the world, to add value to others, and as a result, experience a full and rewarding life. For over 30 years, Lefford’s purpose was to defend our nation, and now that purpose is helping people discover their life’s purpose and grow to their full potential. He has written four books in this endeavor, and co-authored “Success Starts Today” with Jack Canfield. Fate also gave a TEDx Talk on “Correcting Correction: Why I am In Prison,” which garnered over 550,000 views.
In August 2012, he retired from active duty in the United States Air Force after over 30 years of service. Prior to retiring, Fate served as the Command Chief Master Sergeant for the 20th Fighter Wing, Shaw Air Force Base, South Carolina, where he was an executive advisor to the Wing Commander and the installation’s senior enlisted leader. He was responsible for the training, professional development of 8,500+ military personnel, morale, and welfare of over 31,000 families and retirees at the nation’s largest F-16 combat fighter wing in the Combatant Air Forces.
Since retiring from the military, he served as the Mental Health Program Director at Prisma-Tuomey Hospital in Sumter, South Carolina, the Deputy Director for Health Services for the South Carolina Department of Corrections, and now serves as the Director of Support Services for the City of Sumter, South Carolina.
A native of Georgia, Fate holds a Master’s Degree in Human Relations and a Bachelor’s Degree in Social Psychology. He is committed to modeling his core values of Integrity first, Service before self, and Excellence in all he does. Additionally, he is married to Jody, and they have four beautiful children and three beautiful grandchildren.
Contact Lefford Fate at www.leffordfate.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-air-force-chief-master-sergeants-ericka-e-kelly-and-lefford-fate-about-their-new-book-p-e-r-s-i-s-t-e-n-c-e
Speaker, NASDAQ Contributing Author and Podcast Host
Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.
His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.
In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.
He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.
Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.
Learn More: https://whiteglove.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line
David Ciccarelli is an entrepreneur at heart. For the last decade, David, with the help of his team, has grown Voices from the ground up to become the leader in the voice-over industry. More recently, he has led the charge through Voices’ transition from a voice-over platform to a creative services marketplace, newly adding translation, audio production, and music composition to the services offered on www.voices.com. As Chief Executive Officer, David is responsible for setting the vision, executing the growth strategy, creating a vibrant culture, and managing the company on a day-to-day basis. He is frequently published in outlets such as The Globe & Mail, Forbes, and The Wall Street Journal.
https://www.voices.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-ciccarelli-ceo-of-voices-the-worlds-1-audio-services-marketplace
Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.
Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.
Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.
Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.
Learn More: https://www.pinnaclewm.com/
Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.
Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order
I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances.
Professional Experience
Staff auditor for the accounting firm of KMPG Peat Marwick.
First ever Controller for the law firm Akerman, a top 100 law firm in the US.
Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.
Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.
Volunteer Experience
Treasurer, Inverness Golf and Country Club
Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.
Former Treasurer, MulliganLife – a Florida non-profit ministry
Former Chairman, True North Foundation – helped them organize a planned giving committee
Learn More: https://cbizcoach.co/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching
For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients.
Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value.
Before starting his current business, Bill built and sold two successful book publishing companies. Bill is also the founding member and leader of the Million Dollar Speakers Group. In 2010, Bill was inducted into the prestigious Professional Speakers Hall of Fame (with such members as Ronald Reagan and Colin Powell).
A highly sought-after international speaker, Bill Cates has spoken for the Million Dollar Round Table six times, including the main platform in the United States, Korea, Malaysia, Australia, and India.
Bill is currently coaching some of our industries highest performing advisors. Bill helped one of his clients go from $300M in AUM to over $1B in AUM in 7 years.
Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir, India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in Arctic Circle… and Bill has toured the country as the drummer in a rock and roll band.
Learn More:
https://referralcoach.com/
https://referralcoach.com/top-advisor-podcast-bill-cates/
https:/www.RadicalRelevanceBook.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bill-cates-founder-of-the-cates-academy-for-relationship-marketing-author-of-radical-relevance
LaDondra Hervey is an Award Winning Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach who empowers women to create richly rewarding businesses rooted in Jesus Christ. Using proven strategies, she helps women overcome the barriers that keep them disconnected from the calling on their lives in her faith based business community. As a result of her work, women discover their worth, increase their income, and create sustainable businesses that support their vision. She believes dreams are manifested through grace, alignment, and intentional action. LaDondra is passionate about uplifting and growing others.
Learn More: https://ladondrahervey.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ladondra-hervey-author-keynote-speaker-certified-belief-therapist-and-certified-business-coach
Olivia Summerhill is a Divorce Financial Consultant who discreetly helps affluent women maintain their lifestyle during and post-divorce.
Learn More: https://www.summerhillfirm.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-olivia-summerhill-divorce-financial-consultant-with-the-summerhill-firm
David is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals.
Learn More: http://www.modelfa.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide
Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, and actuaries are creators of all types of insurance, annuities, pension funds, and other financial products.
Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.
While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.
As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.
When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle.
Learn More: https://teslawm.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security
Natalie specializes in helping advisors overcome common challenges in their business and reach their goals more quickly.
She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients.
Learn More: https://www.simplicityscottsdale.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-natalie-grassi-financial-advisor-development-consultant-at-simplicity-scottsdale
Changing Altitude: How to Soar in Your New Leadership Role
https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/
Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and coaching leadership, Greg started his own consulting company “leadershipForward” in 2002 where he serves as Managing Partner today. The mission is to provide clients with results-focused leadership, education, and development solutions at the senior executive and operational leadership levels.
Over the past 18 years at leadershipForward, Greg and his firm have provided executive and team coaching and development to thousands of executives and hundreds of companies in the private, public and non-profit sectors. Additionally, Greg has become a national speaker and expert on building resilience, greater agility and posttraumatic growth. In 2018 Greg released an Amazon Best Seller entitled, “You Can’t Give What You Don’t Have: Creating the 7 Habits that Make a Remarkable Life”.
In 1981 upon graduation from the United States Military Academy, Greg served in a host of elite Army units to include two assignments with the 82nd Airborne Division where he served as an infantry unit commander and Battalion primary staff officer. Based upon his leadership academic performance, he was selected to teach leadership and organizational change at the United States Military Academy where he earned the highest educator ratings for teacher excellence and selected as the only non-tenured faculty member to teach the Academy’s graduate program on leadership and organizational change while serving as the Program Director for the Academy’s core leadership course.
In 1993, McKinsey & Company, a global strategic consulting firm, recruited Greg to continue his focus on issues of leadership and organizational change in the private sector. BellSouth Telecommunications, a McKinsey Client, recruited Greg to form an internal strategic consulting and organizational transformation group. As a key operational and strategic executive, he led several large-scale organizational change initiatives to include the creation of a $4 billion Small Business unit that included 22 call centers and 2,200 employees serving 1.5 million customers.
In 1998 Greg was recruited away by a start-up competitor to serve as Vice President of Operations where he led a team of network and software engineers that developed and delivered e-business and Internet integration solutions to clients.
In 2000 Greg joined a global executive search firm, Egon Zehnder International, and provided human capital consulting services to clients consisting of senior executive search and assessment, succession planning, leadership development, and organizational effectiveness. In 3 years he conducted over 50 searches at the “C” level serving several Fortune 100 clients. He also implemented several large-scale senior executive assessment projects that provided client CEOs and their Boards with an in-depth assessment of their organization’s senior leadership supply.
On a personal front, Greg’s father was a career Army Officer serving including being a Green Beret. Greg was the 2nd of 6 children and all served in the U.S. military. When one of his brothers retired in 2016 it marked the end of 117 years of his family’s active duty service to the United States. Greg has been married for 39 years to Claudia, a Pediatric Nurse. They have four children, three grandchildren and reside in Atlanta, Georgia.
Dennis O’Neil:
EXECUTIVE / LEADERSHIP CONSULTANT
Dr. Dennis O’Neil is a prominent thought leader, speaker and subject matter expert on executive coaching and leadership development. He has over 25 years of practical leadership experience at the highest levels of Fortune 500 Companies, the White House, the military, and academia as a full Professor of Strategic Leadership. He has been a trusted executive and advisor providing strategic and analytical guidance to public and non-profit boards, CEOs,
senior government and military officials, and multi-national operations. An accomplished executive coach and leadership development expert, Dennis’ speaking and training methods inspire individuals and teams to deliver top-tier performances through one-on-one coaching and team engagements.
He has over 25+ years practical leadership experience in public, private and academic sectors where he has been a trusted advisor providing strategic and analytical guidance to public company boards, CEO’s, and Pentagon Chiefs of Staff.
Dennis earned his PhD in Psychology at Duke University, where his emphasis was on personality and character strength predictors of leadership effectiveness. He also was adjunct professor at Duke’s Corporate Education program; and served as Assistant Professor and led the Department of Behavioral Sciences and Leadership at the U.S. Military Academy, West Point, NY.
Most recently, O’Neil served as an executive at Alcoa / Arconic Inc., a global leader in lightweight metals technology, engineering and manufacturing. Directly advising the Chairman and CEO, as well as Alcoa business and resource units, he provided strategic advice, guidance, coordination and oversight during the founding of Arconic.
He joined Alcoa / Arconic from the Eisenhower School for National and Resource Strategy at the National Defense University, Washington, DC, where he was a Professor of Behavioral Sciences. He served as the Director of Strategic Leadership, Director of the Executive Assessment and Development Program, and Director of the Adaptive and Agile Leaders Networks concentration.
Previously, O’Neil served in the White House for the National Security Division, Office of Management and Budget, Executive Office of the President overseeing more than $10 billion in discretionary outlays. He was also the Executive Director of the White House Performance Improvement Council responsible for implementing the President’s approach to improving interagency performance and accountability.
As a career Army officer, O’Neil served in strategic roles directly supporting the highest levels of Pentagon leadership, including three Chiefs of Staff of the Army. Earlier, his career included experience as an armor officer and Army strategist including combat tours in both Afghanistan and Iraq. He was a faculty member at the U.S. Military Academy at West Point and the U.S. Army Command and General Staff College.
Dennis holds a Ph.D. and M.A. in Psychology from Duke University and a B.S. in Management from the U.S. Military Academy at West Point. He resides with his family in the Washington, DC area.
Learn More: https://leadershipforward.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-greg-hiebert-dennis-oneil-partners-at-leadershipforward-authors-of-the-bestselling-book-changing-altitude
Ryan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start, Ryan took a strong interest in film and everything surrounding the medium. At the age of 13, Ryan made his way onto several studio lots with the intent of soaking it all up. On one particular day, Ryan found himself at Paramount and stumbled onto the set of the hit TV show, Cheers. He soon met the entire cast. When asked by Ted Danson about his interest in TV and films, Ryan replied, “I want to be a Director.” It was then that Mr. Danson made him an offer too good to pass up.
Ryan was to write and direct his own short-movie in which Mr. Danson and several other Cheers cast members would appear. Several months later, Ryan made good. He directed his first short film, “The Question,” right there on the Paramount Lot, starring none other than Ted Danson, Kirsty Alley, Woody Harrelson and George Wendt.
Soon thereafter, Ryan began working for DVA, Inc. on his summer breaks, and when he completed his schooling, he relocated to Florida to work full-time in the sales division at DVA, Inc. After learning the ropes, he soon moved up to Buyer, and eventually followed that by getting promoted to VP of Purchasing. With his unique blend of creative intuition and operational strength, as well as his exceptional skills in sales, Ryan founded the Closeout Division of DVA, Inc., making DVA, Inc. the largest buyer of closeouts in the Entertainment industry — and selling to the largest retailers across the United States.
In 1998, Ryan opened up offices in Los Angeles to specifically serve the Movie Studios, Music Labels, and Game Publishers. Since then, he has developed relationships with all of the major studios, labels and publishers, helping them with their inventory issues that arise as well as servicing over 350 retail accounts with 25,000 storefronts.
With an account base of over 350 companies, including such retailers as Best Buy, Target, Sear/Kmart, Pep Boys, Staples and more, Ryan has built and grown the Division to 30+ employees, selling over 20 million units per year and generating $20+ million in annual sales.
As a public face for the entertainment industry as well as the overstock world, Ryan routinely appears on both National TV and in print. He has appeared on the CBS Early Show, ABC 7 News in Los Angeles, and on the KTLA Prime Time News. Ryan has also been featured in Entrepreneur Magazine, the Washington Post, the Los Angeles Times, the Los Angeles Business Journal, Moviemaker Magazine and the New York Times.
Ryan has continually lent his voice and vast knowledge of the entertainment industry to conferences and seminars as well as to students. Most recently, Ryan spoke to postgraduates at the Peter F. Drucker & Masotoshi Ito Graduate School of Management at Claremont Graduate University. He also spoke to current students at Art Center College of Design. In addition to speaking at seminars and conferences, Ryan also hosts film seminars which provide practical, real-world advice to filmmakers, actors, producers and anyone else who wants to succeed in the movie production and distribution industry. Ryan recently completed work co-authoring a book with best-selling author Eric Sherman, detailing the ins and outs of film distribution business.
As ever, Ryan remains very busy with all of these endeavors, while also fulfilling his desire to help the community. He is the Executive Director of the Say No to Drugs Race for twelve years running, and serves on the Toluca Lake city council. When asked what he considers his greatest strength, Ryan responded with a few key principles, saying: “Be nice to everyone, always return phone calls, and stay in communication with everyone. Try your hardest to make anything happen.”
Learn More: http://www.ryankugler.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ryan-kugler-owner-president-of-plan-b-distribution
Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.
In 2020, Jamie was named to the Investment News 40 Under 40 list.
Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.
She holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial PlannerTM certification in 2008. Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.
Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.
Learn More:
https://aspyrewealth.com
https://www.moneybossmom.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future
Bryan is originally from New Jersey and has lived in Florida since 1988.
Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams.
While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investment Adviser Representative An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary
financial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.
Bryan works for his clients not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client's interests above all others. Bryan believes that everyone can have financial security and live a risk free, debt free, tax free, stress
free life with the right coach.
Learn More: https://newlifefinancialalliance.com/ |
https://www.linkedin.com/in/bryandaly | https://nlfadiscoverycall.com/
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss.
Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client's portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner
Nick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET FREE: Secrets to Finding the Perfect Financial Advisor” published by Post Hill Press and available in Barnes & Noble Stores as well as online retailers.
Nick is one of the foremost authorities on financial advisors and is a respected and outspoken authority on the financial advisory universe. Prior, he was the founding CEO of the two largest financial advisor database companies in the U.S., Discovery Data and Meridian-IQ. He hired and led teams that built the most inclusive web-based directories, which include deep data and intelligence on the two million U.S. financial and insurance advisors. The nation’s largest advisory firms, mutual funds, and insurance carriers have relied upon his companies to understand the financial advisor community.
In 1985, Stuller began his career at Shearson Lehman Hutton (now Morgan Stanley). When he left the firm as a financial advisor, he began a successful career selling to financial advisors at firms such as Waterhouse Securities (now TD Ameritrade) and National Regulatory Services (acquired by the Thomson Company). Stuller subsequently built sales teams to dramatically increase revenues at the various firms he worked for.
Stuller is a widely respected expert on financial advisors and has been quoted extensively by the print and digital media, including The New York Times, Dow Jones, Reuters, and Yahoo, and interviewed by the broadcast media including NBC, CBS, PBS, and others.
Learn More: https://myperfectfinancialadvisor.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nick-stuller-founder-and-ceo-of-my-perfect-financial-advisor
Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot.
She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.
DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you where you are and serving as a catalyst and bridge to take you where you were meant to be.
Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.
DocV is the international best-selling author of Love the Skin YOU’RE In: How to
Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021
Learn More: https://definingpaths.online/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro-next-steps-for-vets
As a productivity coach for financial advisors, Patty works with her clients to gain control of their life and time. She helps them to create the vision of what they want their life to look like and then make that vision a reality. Through her expertise and experience, her clients are able to develop personalized systems to get more done in less time while clearing the “brain clutter” that blocks their success.
Patty is known for creating efficiency with work space, email, time, and attention. Through her work, Patty guides her clients to reconnect with what’s most important and go from saying things like “I am completely overwhelmed at work and never see my family” to “I’m finally in control of my days, I love my work again and I never miss my kids games or plays.”
Patty is a Certified Professional Organizer and Productivity Coach. She is the co-author of the Amazon Best-Seller A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World and author of But I Might Need It Someday and The Power of Simplicity as well as co-author of Success Simplified with the late Stephen Covey. Patty was the Founding President of the National Association of Professional Organizers – Pittsburgh chapter and Past President of The National Speakers Association – Pittsburgh chapter. Patty was named Women’s Business Network’s Woman of the Year, one of Pennsylvania’s Best 50 Women in Business and a Pittsburgh Fastracker.
As a nationally sought-after speaker, Patty is passionate, dynamic, and engaging. She is best known for her sense of humor, high energy, real-life success stories, and practical, useful information. Her edutainment style is a crowd-pleaser, often having her return time and time again.
She has personally improved the productivity and organization of thousands of lives through her written words, coaching and speaking.
As a kid, Patty would alphabetize her Halloween candy from Almond Joy to Zagnut in shoe boxes. This carried her on to successfully running a professional organizing firm for 15 years and now Productivity Uncorked. Before that, she was a teaching golf professional in the LPGA.
Fast paced all her life, Patty loved anything that was on wheels…skateboards, her Big Wheel, roller skates, roller blades, scooters, bicycles, unicycles, motorcycles, mini-bikes, you name it. Today, you’ll find Patty outdoors on her riding mower, fishing in her kayak, cross country skiing, reading or taking in some fresh air on a long walk.
Learn More: http://www.productivityuncorked.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patty-kreamer-owner-of-productivity-uncorked-coach-for-financial-advisors
Entrepreneurial from an early age, Aaron Witten, founder of Witten Financial Services, has always found a way to serve others while pursuing his passions and interests.
At age 10, he started his first business selling baseball, football, and other trading cards. During college, Aaron repaired the computers of his fellow classmates.
With every early endeavor, he found a way to pair high quality service with his personal interests, resulting in a winning combination.
Aaron entered the financial services industry in October 1999 and focused on selling securities and insurance to clients. He was named salesman of the month at his local branch multiple times.
Even with his success, Aaron’s desire to learn and try new things compelled him to seek out additional opportunities outside of the financial industry.
While continuing to serve his existing financial clients, Aaron launched a new business, GameStation, Inc. GameStation built custom dice for individuals and businesses – the business continually grew until 2014, when Aaron voluntarily closed the doors to focus solely on his financial clients.
Today, Witten Financial Services helps solve clients’ financial concerns. From the simple to the complex and everything in between, Aaron’s patience, kindness, and passion for service allow clients to feel safe knowing that he is working in their best interest. Aaron is also a regular presenter and tradeshow attendee at gaming events across the country.
Learn More: https://www.wittenfinancial.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-aaron-witten-cfp-certified-kingdom-advisor-founder-of-witten-financial-services
Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country.
He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future.
He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.
Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves golfing, working out, mountain biking, and making craft coffee at home.
Learn More: https://www.galicifinancial.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brandon-galici-founder-of-galici-financial-discussing-his-blueprint-maximize-life-today-plan-for-tomorrow
Frank is a recognized expert in helping professionals reach new levels of success and he does it with tremendous insight, warmth and humor that have earned him “top speaker” acclaim at industry conferences for over a decade.
Frank is a former US Army officer, a Ph.D. in Psychology and a four-decade Wall Street veteran. He’s been a top advisor, manager of the #1 complex at a major national brokerage firm, and the National Sales Manager for one of the largest and most successful asset manager in the world.
In 2006, Frank started his own training firm out of a deep passion to help advisors, wholesalers and managers develop the new skills needed for success in today’s changing industry. He has written three best-selling books including the groundbreaking Referrals The Professional Way, SEMINARS: The Emotional Dynamic, and 40 Tips for the Under 40 Advisor.
Frank’s training programs give people modern skills, specific tools, and the genuine passion needed to thrive in this hyper-competitive environment. His audience will laugh, learn and leave prepared and eager to make positive changes in their business and their lives.
He has a unique way of blending advanced business tactics with an inspirational vision. His experience and ideas resonate with the top professionals in our industry and he brings intensity, genuineness and massive credibility to any conference agenda.
Frank is a member of The National Speakers Association and Mensa. A native New Yorker, Frank now lives in Raleigh, NC with his wife and two daughters.
Learn More: http://www.maselligroup.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-frank-maselli-dynamic-entertaining-speaker-trainer-in-the-financial-services-industry
Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.
Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.
Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.
Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.
Learn More: https://www.pinnaclewm.com/
Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.
Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-managing-lifes-transitions
Here’s what we can do for you: Educate you in the process of selling your business. For many people, selling a business is not an event that occurs often. It’s an intimidating process, and it must be done correctly. We will educate you in the process of selling your business as we lead you through it, working with you every step of the way towards your goal. Keep the sale confidential Confidentiality is critical when selling a business. American Business Brokers can market your business without your current employees, customers, vendors, or competitors ever being aware that your business is for sale – ensuring that the selling process never impacts your business.
All inquiries and meetings regarding the sale of your business are kept confidential and can be scheduled at your convenience, including in the evenings or on weekends. All prospective buyers will be required to sign a Non-Disclosure Agreement which prevents them from penalty.
Joshua Lindsey has a bachelor’s in Business Administration and an Executive Leadership Certificate from Cornell University’s prestigious Johnson School of Business. During the past 12 years in Mergers and Acquisitions, Mr. Lindsey took one of his personal companies public in 2006 and has sold more than $97 million in small businesses in the past 3 years. Mr. Lindsey also owns and manages PHX Private Equity Inc. PHX specifically purchases businesses Nationwide with private capital. This allows you to talk directly to someone who can buy your business today.
No other Brokerage has its own Equity / Capital Group that will purchase your business. This model is what makes ABB & Joshua Lindsey so successful……WE BUY AND SELL BUSINESSES !!!
In 2014 Mr. Lindsey was featured in the book ” Entrepreneur on Fire” sold in Barnes & Noble and Amazon. In 2015 Mr. Lindsey was awarded by Utah Business Magazine ” Top 40 under 40″ Business Executive.
http://americanbizbrokers.com/blog/?p=1442017
Mr. Lindsey and ABB were honored at #89 in the Inc. 500 fastest growing companies in America!
https://www.inc.com/profile/american-business-brokers
Mr. Lindsey’s exceptional business acumen has allowed him to position and sell businesses from $100,000 to $50,000,000.
Learn More: https://americanbizbrokers.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joshua-lindsey-managing-partner-of-american-business-brokers
Eszylfie serves as financial advisor to individuals, business owners, athletes, celebrities, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business Management. Prior to founding his own company in 2013, he was a standout financial advisor at New York Life, making Chairman’s Cabinet and finishing as one of the top 25 advisors in the country in 2012 (out of approximately 10,000). Early on in his career, Mr. Taylor had a breakthrough that centered around how to improve his market and focus on solving problems, not selling products. Naturally, he built upon this and used his successes and failures as teaching tools that would contribute to the start of The Taylor Method, a sales process for financial advisors.
Mr. Taylor has been a Million Dollar Round Table Top of the Table producer since 2011, which places him in the top 1% of advisors worldwide.
In 2015, he was the recipient of NAIFA’s Advisor Today Top 4 Under Forty award. In 2018, he was featured as THE financial advisor in a national LinkedIn commercial campaign called “In it together.”
Through all the success, Eszylfie has continued to contribute to his community. He currently sits on the board of three non-profit organizations dedicated to business empowerment, children’s’ health, and social services. Since 2003, his own nonprofit, Future Stars, has been hosting a basketball camp for underserved youth in the community, instilling in them the tools he uses to achieve success: hard work, perseverance, integrity, and sacrifice.
Learn More: https://www.taylorinsfin.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eszylfie-taylor-founder-and-president-of-taylor-insurance-and-financial-services
They call me “The Dopamine Dealer of LinkedIn” and I’m proud of that nickname.
I’m an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father.
Way back in 2003 I built my career in online marketing with clients like MySpace and Google with advertising spends of over a half a billion dollars, which generated over 35 Trillion online impressions for these companies.
I’ve been lucky enough to build 16 companies in my career from online marketing to coaching to web design and more.
But that’s not my real passion. My real passion is creating lasting, meaningful and most importantly HUMAN connections. I’ve created StandOut Authority so I can work with entrepreneurs like you to help you humanize your professional or company brand on LinkedIn using authentic, inspirational engagement with your clients or audience.
I think it’s one of the most important things anyone can do in their business to truly build long-term and lasting relationships that flourish.
I genuinely believe there is NO B2B or B2C just Human to human connections, and I want to show you how to do exactly that!
I also believe there’s no such thing as work-life “balance” only an integrated life built on a foundation of vision, relationships, passion and business.
Learn More: https://standoutauthority.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/intrerview-with-joshua-b-lee-founder-and-ceo-of-standout-authority
Randy is a widely followed author, lecturer and podcast host for the accounting profession.
Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA Associations, state societies, industry groups and top 400 CPA firms across the country.
Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy-efficient incentives (179D and 45L), and the employee retention credit (ERC).
Learn More: https://tri-merit.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-randy-crabtree-co-founder-and-partner-of-tri-merit-specialty-tax-professionals
Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create
business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began coaching private clients on how to do it, as well. Ginger was invited to consult and be the lead coach for one of the largest healthcare marketing companies in the nation to their top-level clients teaching them her proven step-by-step program to show owners exactly how to attract more of the right kind of patients, clients, and customers. Ginger is known for her “no holds barred and shoot straight from the hip” approach to business growth as well as getting and keeping clients.
Learn More: https://gingerbratzel.com/standout
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/dr-ginger-bratzel-marketing-strategist-helping-healthcare-providers-service-based-businesses-attract-ideal-clients-patients
There is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience. With over 40 years of this experience as an advisor, John Duddy helps his clients create a coordinated plan to manage all of their wealth needs.
John’s passion is people; and helping them discover the peace of mind that can only come from a secure financial future. His strategies aim to ensure that people don’t outlive their money, and that they can enjoy the retirement that they expect, and the retirement that they deserve. He works closely with professionals of other financial specialties to plan for all phases of his clients’ lifetimes and often times his client’s children, and even grandchildren. This includes an estate planning component that ensures a clients’ finances are organized correctly to put their loved ones in the best position after they pass away.
Don’t spend your retirement life worrying about running out of money. John focuses on helping people protect the money that they’ve earned. He designs a distribution and income plan to allow them to use that money for the rest of their lives; taking them into and through retirement. When you work with John and his team, you can rest assured that no stone has been left unturned, and no question left unanswered. They look at your entire financial picture, even pieces you’ve never thought to review. John and his team ensure that your plan leads you to the future you feel comfortable with.
If you are headed into retirement or are already there; and concerned that you aren’t getting the most out of your money; Strategic Tax & Insurance Services, Inc. invites you to have a conversation. They have been “Helping People Retire On Their Own Terms Since 1975”, and are committed to continuing this tradition in the future.
Learn More: https://www.strategicduddy.com/
Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security.
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.
Forecasts or forward-looking statements are based on assumptions, may not materialize, and are subject to revision without notice.
Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.
Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-j-duddy-president-of-strategic-tax-and-insurance-services-inc
Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot.
She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.
DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.
Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.
DocV is the international best-selling author of Love the Skin YOU’RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021
Learn More: https://definingpaths.info/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/
Damari has a unique perspective on Money and Personal Finances.
She holds a Master’s Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington Beach, CA.
Damari is passionate about helping small business owners, more specifically women-owned businesses, in understanding their money. As a first-generation American and an entrepreneur herself, she understands the difficulties that are faced. Money goes beyond business; that is why she is determined to help others Be Confident Money Women.
Damari can share with you on different levels and aspects of Money and Personal finance; whether it be money mindset, money management, taxes, or just the fundamentals of business, she has something for everyone.
Learn More: https://www.damarigold.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-damari-gold-owner-of-the-gold-standard-accounting-tax-inc
R.T. grew up on a Christmas Tree Farm in Reading, PA. The farm was always the side-hustle for the family, but he learned to be an entrepreneur from his grandfather and his parents. After getting his degree in industrial engineering from Penn State University, he moved to Fort Collins for a job with Walmart Logistics. After a couple of years, his side hustle at the time, Vortic Watch Company, had really taken off and he went full time in 2016. He now runs the company and has five employees and also owns three other businesses in Fort Collins, mostly in consumer goods manufacturing and marketing services. He is motivated not only by his own success but by assisting others to succeed. His true passion is in marketing for physical products online. He has four different businesses, a girlfriend, two little kids, real-estate investments, and over 10 employees across all of his companies. He works hard and tries to do everything with a high level of quality and integrity. His drive comes from his relentless pursuit of legacy wealth for his family as well as his desire to help others and ultimately see his team and businesses win. R.T. was sued by the world’s largest watch company in 2015. Six years later, he’s still in the battle. It’s been extremely difficult to build a business with a massive federal lawsuit in the curtains but he feels the law is on their side. They’re fighting hard to protect their American Dream.
Learn More: http://www.vorticwatches.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-r-t-custer-founder-of-vortic-watch-company-discussing-the-entrepreneurial-journey
Andrew is a media marketing and business development expert.
ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary roles include Enterprise/Global and National Business Development.
Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was instrumental in structuring alliances with IDateUS, MateSafe, Houston Social, AmberNealPresents, SinglesofFaith, and Elitemate. From 2010-2015, Andrew has volunteered as a Grief facilitator for New Hope for Kids in Maitland, Florida a nonprofit organization that helps grieving children and surviving spouses with the loss of a parent or spouse.
Learn More: https://remindermedia.com/financial/
*Get a 67% discount and Plus get 15 FREE magazines! https://remindermedia.com/authority
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-saksa-senior-vice-president-of-the-financial-services-division-at-remindermedia-com
Chris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris’s unwavering dedication to exemplary customer service has led him to build and grow his own agency to the 25+ employees that it is today. Established in 2006, Paradiso Insurance recently won Safeco and Liberty Mutual’s National Agent for the Future Award in 2019 and is currently licensed in 37 states with plans to be licensed in all 50 within the near future. Paradiso Insurance’s Parcel Delivery Division is currently the second largest in the country for insuring FedEx Independent Contractors and has recently grown to include Amazon DSPs and LSPs as well. Chris’s clear vision has helped direct other insurance agencies to push the envelope and find their own success as well through his coaching work with Paradiso Presents.
Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.
In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today’s complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.
Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you’ll never work a day in your life.
Learn More:
Paradiso Insurance: https://www.paradisoinsurance.com/
Facebook: http://www.facebook.com/insurancect
Instagram: https://www.instagram.com/paradiso_insurance/
Twitter: https://twitter.com/paradisoins
Pinterest: https://www.pinterest.com/ctinsurance/
LinkedIn: http://bit.ly/24bQk3I
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services
In this interview, important retirement questions are covered including:
-
Do I have enough money to retire?
-
What are the biggest risks when creating a retirement plan?
-
Where are some of the biggest mistakes people make when creating a retirement plan?
Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.
Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.
Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.
Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.
Learn More: https://www.pinnaclewm.com/
Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor. Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire
Dr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot.
She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.
DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.
Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.
DocV is the international best-selling author of Love the Skin YOU’RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021
Learn More: https://definingpaths.info/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro
He has sat at the helm of two international brands and has supported thousands of entrepreneurs on their journey to self-employment.
Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program at Georgetown University. He has been featured or quoted in numerous publications, including Forbes, Bloomberg, and Franchise Times, and he often speaks at economic development conferences and company conventions.
In his new book Boss Brain, Tra reveals the shocking truth behind the decline of American entrepreneurship and provides a scientifically-proven system to unlock your entrepreneurial instincts so you can leave traditional employment forever —that’s the real American Dream!
Learn More: https://www.trawilliams.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tra-williams-speaker-author-entrepreneur-and-nationally-recognized-expert-in-entrepreneurship-and-business-strategy
Amanda is an award-winning content creator, keynote speaker, and business coach who specializes in helping business owners activate their persuasion prowess so they can make more money.
Her clients go from hating sales and marketing to achieving 90% close rates and closing multiple five-figure deals. Her work has been featured in Forbes, Huffington Post, Business Insider, Univision and many more.
Prior to teaching marketing and sales, Amanda spent a decade as a financial writer and wrote content for companies like Wells Fargo, Discover, Credit Karma, Santander and more.
She’s also partnered with companies like Capital One and Transunion in financial education campaigns.
She’s also the Amazon bestselling author of Make Money Your Honey and has created a community of over 60,000 people across social media channels to make money and live a more affluent life.
Learn More: https://www.amandaabella.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-amanda-abella-founder-and-ceo-of-make-money-your-honey
After 30 years in the entrepreneurial arena, with 20 of them being in C-suite as a media, communications, and events entrepreneur, where I have predominantly worked with Fortune 500s, celebrities, thought leaders, and high achievers, I have come to realize that there are two, very simple characteristics that make for a great leader.
Learn More: http://www.theopenchestconfidenceacademy.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-raj-girn-founder-of-the-open-chest-confidence-academy
Nikki Rausch has the unique ability to transform the misunderstood process of “selling”.
With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple “top producer” awards along the way.
Today, entrepreneurs and small business owners from a wide range of disciplines hire Nikki to show them how to sell successfully and authentically, without being pushy or salesy.
An engaging and sought-after speaker, she shares the secrets of her sales success through illuminating keynote addresses and business-changing workshops. Her robust Sales Maven Society ignites game-changing outcomes for clients.
Nikki’s three popular books are available at Amazon. And her podcast, Sales Maven, can be found on your favorite podcast platform.
Learn More: https://yoursalesmaven.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nikki-rausch-ceo-of-sales-maven-an-organization-dedicated-to-authentic-selling
The book teaches how to Overcome Internal Sabotage and Digital Product Failure. Alignment is the one thing you’ll find at the heart of every successful relationship, team, and organization in the world. When developed and leveraged, alignment can create the foundation for unparalleled product success.
Part One Focuses on what alignment is, and why it’s so critical to the success of digital product and business transformation.
Part Two Provides a straightforward, honest look at why so many digital product and transformation initiatives fail or underperform.
Part Three Explores what leading with alignment looks like today. It sheds light on the fundamental knowledge and skills necessary to build teams in order to navigate the digital product life cycle and transformation.
Part Four Reveals the baseline from which every successful digital product initiative must start, and the elements and guiding forces that make up a strategic foundation.
Part Five Explores the connection between your digital product strategy and team performance, rapidly accelerating delivery of results.
Learn More:
https://www.productalignment.com/
https://www.emergeinteractive.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathon-hensley-co-founder-and-ceo-of-emerge-author-of-alignment-overcoming-internal-sabotage-and-digital-product-failure
Jeremy is the host of the Retirement Revealed blog and podcast.
Jeremy loves helping people learn more about, and feel more confident about their money.
After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.
You could probably guess this by the number of letters after his name, but since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.
In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER™ professional AND a Chartered Financial Analyst® charterholder.
While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman (I mean college student) could understand.
If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you’ll know more about, feel better about, and make better decisions about your money.
When not working on his goal to help people discover their ideal retirement strategy, you’ll find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.
Learn More-https://keilfp.com/
Keil Financial Partners is part of the Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.
Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.
The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners
Robert is also the founder of InvestorPO, Property List Manager, and USA Portfolio Real Estate. Robert is an innovator in the real estate investment industry who creates software, tools, and services that enable real estate investors to do things better and faster. He’s passionate about being part of the solution and finding answers to the problems that hold real estate investors back from growing and scaling their businesses.
With well over a decade of experience in the industry, he has sold and managed hundreds of investment properties and has built three successful startups from the ground up. Robert’s a family man who believes that every real estate investor can achieve success and financial security in this industry – without compromising their free time… They just need the right tools to get there.
Robert is a highly sought out speaker in both real estate investing and software solutions. He’s a philanthropist, and he gives back to the industry through his mentorship program and business coaching services. Robert believes in sharing his success with others through teamwork and his motto includes, “If you want to go fast, go alone. If you want to go far, go together.” Robert gave up the cold Michigan winters of his youth to move to Tampa, Florida where he enjoys quality time with his family. When he is not spending time with his wife or chasing his energetic son around the pool, he can be found looking for new ways to change the industry, one solution at a time.
Learn More: https://realestateinvestor.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-robert-syfert-co-founder-and-chief-visionary-at-realestateinvestor-com
Kevin’s clients include individuals and small, medium, and Fortune 500 companies.
He’s an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn, and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.
Kevin is the co-author of “The Social Media Sales Revolution: The New Rules for Finding Customers, Building Relationships, and Closing More Sales Through Online Networking” (McGraw-Hill).
Kevin is also a contributing author of “Learn Marketing with Social Media in Seven Days” (Wiley). Kevin’s background includes being the top salesperson for four different companies in four different industries including being the top salesperson in the world for an international consulting company with over 300 salespeople in 15 countries. He has trained hundreds of organizations and tens of thousands of professionals on the most profitable uses of LinkedIn, Social Selling, and Relationship Marketing since 2004.
Kevin also has the most individually, hand-written, client Recommendations (1960+) on his LinkedIn profile among over 760,000,000 LinkedIn users worldwide. And he’s a hippie in a suit with a face for radio.
He can be reached at http://www.kevinknebl.com
*Mention this podcast to Kevin and he will send you his LinkedIn training for free
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-knebl-international-speaker-author-trainer-and-executive-coach-for-financial-professionals
Annissa Deshpande is a former HR executive of a Fortune 500 where she oversaw the successful hiring of 20k people in 150 countries annually and designed internal talent initiatives to achieve business results.
While most HR programs are heavily focused on compliance, Annissa helps teams think bigger, align to business goals, and create great experiences for employees.
She founded lōglab in 2015 and now combines her 20+ years of experience in finance, IT, and strategy to help companies modernize HR to grow revenue and create a place where people love to work.
Learn More: https://www.theloglab.net/
Download a free chapter of the book: https://www.theloglab.net/the-comeback
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-annissa-deshpande-founder-of-loglab-author-of-the-comeback-teaching-how-to-harness-the-competitive-advantage-of-modern-hr
Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.
Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.
Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.
Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.
Learn More: https://www.pinnaclewm.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management
For over four decades, in roles from salesperson to Managing Director he helped a diverse range of businesses in Australia, Asia and Europe achieve their revenue and profit goals.
Since leaving his corporate career, Wayne has spent over 15 years helping B2B organisations tackle their business growth challenges through the application of sound sales and business strategies, developing salespeople and by applying LEAN principles for sustainable sales success.
Wayne was a co-founder of Sales Leader Forums and a foundation member of Sales Masterminds APAC.
Hi is a co-author of ‘The Wentworth Prospect’, a ‘novel’ way to study the latest strategies in complex B2B sales and understand their application in today’s cut-and-thrust businessworld through an engrossing story.
Learn More: http://www.waynemoloney.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wayne-moloney-australian-business-growth-specialist-and-co-author-of-the-wentworth-prospect
Atmos Planning is a financial consulting firm that works virtually with small business owners across the country.
Prior to Atmos, Dan was an Army Captain, earned an MBA from Notre Dame, and worked as a financial planner. He’s also held multiple roles at Fortune 500 companies.
In his free time, he enjoys all the hiking and breweries that Colorado Springs has to offer and watching college/professional sports with his wife, Calli.
Learn More: https://atmosplanning.com/personal-cfos
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daniel-kraak-partner-and-personal-cfo-at-atmos-planning
Under his 4 years as CEO, Structurely experienced 10x growth in conversations processed in the real estate industry and built a proprietary conversational AI application that 99.9% of consumers believed was human.
Structurely also became a Housing Wire Real Estate Tech Top 100 company, and grew to a team of 26 employees.
With over 3.5 million conversations with their AI Assistant Structurely’s Real Estate data set is nearing 10mm individually labeled messages.
With experience in Geographic Information Services (GIS), real estate, financing, urban planning, project management, and graphic design, Nate leads the product, engineering and machine learning teams at Structurely to align with real estate customer goals.
Test our AI product for yourself! http://TestYourAIAssistant.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nate-joens-co-founder-head-of-innovation-and-past-ceo-at-structurely
Brannon joined Simon Quick in April of 2019 and helped extend the firm’s reach into the Rocky Mountain region by establishing an office in Denver. He is responsible for new business development and works closely with his Client Advisory team to provide ongoing services to Simon Quick clients.
Prior to joining Simon Quick, Brannon was director of client relations and a registered investment advisor representative for a Denver-based asset management firm. He also had a 15-year career as a college administrator, including a 10-year stint as a development officer at Bowdoin College.
Brannon is a CERTIFIED FINANCIAL PLANNER – TM and holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He remains involved with higher education by volunteering for Greenhouse Scholars as a mentor, selection committee member and member of the Development and Advisory Board.
Brannon, his wife Mandy, and his daughters Waverly and Layla enjoy a variety of active outdoor pursuits and host a revolving cast of foster pets for Mandy’s nonprofit animal rescue, Old Dogs New Digs.
Learn More: https://simonquickadvisors.com/
The thoughts and views presented are those of the speaker and do not necessarily represent the views of Simon Quick Advisors, LLC. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for a portfolio or individual situation, or prove successful.
This information is intended to be for general and educational purposes only. One should not make any decision, financial, investment, trading or otherwise, based on any of the information without undertaking independent due diligence and consultation with a professional advisor of his/her choosing.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. To the extent that a reader has any questions regarding the applicability of any specific issue discussed to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simon Quick Advisors is neither a law firm nor a certified public accounting firm and no information presented should be construed as legal or accounting advice.
Simon Quick Advisors is an SEC registered investment advisor with offices in Morristown, NJ; Chattanooga, TN and Denver, CO. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick Advisors as being “registered” does not imply a certain level of education or expertise.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brannon-fisher-director-principal-and-client-advisor-of-simon-quick-advisors
Jeremy is the host of the Retirement Revealed blog and podcast.
Learn More-https://keilfp.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners
Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive.
Jeremie has started over 20 companies while living in Oklahoma City, Moscow, Atlanta and London.
Learn More:
https://giantcoach.com/influential
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremie-kubicek-executive-chairman-of-giant-a-company-that-certifies-coaches-and-consultants-that-serve-companies-and-their-employees
Anwar Rajan Sadeek is an American entrepreneur, adventure enthusiast, world traveler, real estate developer, investor, and now, author. Born in Paramaribo, Suriname on June 19, 1980 to Guyanese parents, then moved to Toronto, Canada at 8 months old. Establishing Canadian citizenship, Anwar’s family then immigrated to the United States of America in 1984. A proud lifelong resident of Miami, he graduated from Florida International University with an BA in Sociology/Anthropology in 2002. Afterwards Anwar completed his MBA at Nova Southeastern University in 2004. His talent for being a curriculum writer led to the founding American Worldwide Academy, a private high school and career school in Florida. Anwar’s greatest loss of all time was his misunderstanding of what marriage life is and what the contemporary way marriage should be. After countless hours of research, interviews, and surveys, Anwar shares his vision of how to find the one for you and the best way to always find success in marriage.
Testimonials
“This is definitely not the mainstream standard as it relates correlates social norms, but when you considering our nature, this seems like the best way to be married in the 21st Century.”
— Arvin Jadoo, MD – Dermatologist Miami, FL
“I used to think that something was wrong with me, because I couldn’t find the One. After reading this book, I have now found the one and I now know how great it is to be married.”
—Sheyla Sandoval, Realtor Associate in Miami, FL
“Throughout my life, I struggled with the frustration of failed relationships. When my marriage did not work out, I was convinced I was the problem, and I would never find the One. The author makes marriage something simple. I love how this new idea of marriage helped me feel empowered. Married our way changed my life, and I hope it helps modernize the old concept of marriage.”
—Cyana Alvarez, JD Candidate – NSU College of Law
Learn more about getting the best life from marriage and learn hour marriage coaching can help you by visiting www.marriedourway.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/anwar-r-sadeek-founder-of-the-married-our-way-movement-and-author-of-the-book-married-indefinitely
After taking over the entire investment department of a bank by the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite “professional” financial advising.
After 3 years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth.
Leaving his prestigious position at the bank, Caleb founded the company BetterWealth, authored the best-selling book “The AND Asset”, hosts the Better Wealth Podcast, and speaks to thousands around the world.
One of the youngest leaders in the industry, Caleb is quickly becoming The New Face of Finance.
Learn More: http://www.betterwealth.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/caleb-guilliams-founder-and-ceo-of-better-wealth
Joe started his Financial career in 1988 with Metropolitan Life. He became a Financial Service Representative with Met in 1991. He then formed his own firm, JM Financial, Inc. in. 1995. He went on to Author a book related to his business called, “The Road to Financial Success,” published by AuthorHouse in 2005. He is a past member of the Million dollar Roundtable. Joseph wrote over 100 articles for The Daily Southtown Economist newspaper in the south Chicagoland area. He hosted the popular radio show Money Matters on WIND radio 560 AM. He has helped hundreds of people reach a successful retirement. Joseph also wrote, “Think For Yourself With Inspirational words,” also published by AuthorHouse. Today he is helping many people understand the ever-changing world of Social Security.
Please contact Joseph Mattera today at 480-243-7097 to set up your FREE consultation. A limited time offer to help you on your path to the road to financial success.
Connect with Joe on LinkedIn https://www.linkedin.com/in/joemattera/
RRegistered Representative of and securities offered through OneAmerica Securities, Inc. a Registered Investment Advisor, member FINRA, SIPC. Ensign Financial Partners is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.
Joseph Mattera Arizona License #1346473 Financial Service Representative
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joseph-mattera-senior-financial-advisor-at-ensign-financial-partners
His business mission is to create unexpected value for our clients by building high-trust relationships and delivering an outstanding financial planning experience.
Prior to Keystone, Josh was a financial advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology companies. Josh continues to work with employees and retirees of technology companies.
Josh is a CERTIFIED FINANCIAL PLANNER™ professional and has earned his Master’s degree in personal financial planning. The CFP® mark is the gold standard for financial planners and advisors. Josh is also an Accredited Wealth Management Advisor, Accredited Asset Management Specialist, and has earned the Master Planner Advanced Studies designation.
Because of his deep knowledge and experience, Josh is a sought-after source among regional and national media outlets. His insights have been featured at CNBC, Investor’s Business Daily, USA Today, U.S. News & World Report, The Street, Yahoo! Finance, InvestmentNews, and Denver’s NBC affiliate 9News.
Learn More: https://www.keystonefinancial.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-josh-nelson-founder-and-ceo-of-keystone-financial-services
Patrick has a B.S. in accounting in 1977 and earned his JD from the University of Cincinnati in 1980. He enjoys working with entrepreneurs and has advised over 200 highly successful start-ups. His advice focuses on business value building, deal structuring and management, creative financing and tax and estate planning. Patrick is on the board of two of his most successful start-ups, serving as Chairman of the Board of a closely held $50 million medical consulting company and is a board member (including chairmanship of the audit and compensation committees) of a closely held $500 million real estate service business.
Patrick is also a business author, and has written five books for entrepreneurs, “Exit Velocity”, “Swing for the Fences”, “Accelerate”, “There is No US in Business” and the newly published “The 10 Biggest Business Mistakes and How to Avoid Them”.
Outside of business, as a long-time supporter of Boys Hope Girls Hope of Cincinnati, he served as a former board chair and also on the organization’s finance and development committees. He currently serves as Board Chairman for The Dynamic Catholic Institute and serves as a Board Trustee for CISE, as well as, a member of the Development Committee.
Patrick and Mary Jo, his wife of nearly 40 years, currently live in Cincinnati. They have three children and seven grandchildren.
Learn More: http://www.burkecpa.com
Buy the book: http://www.patrickburke.net
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-patrick-burke-managing-partner-of-burke-schindler-pll-author-of-the-10-biggest-business-mistakes-and-how-to-avoid-them
Hinman Financial Planning is a comprehensive, fee-only financial planning firm based in Erie, Colorado, and serving clients nationwide. With more than 25 years’ experience, her practice is focused on helping women and men navigate the financial and non-financial issues that accompany major life transitions such as inheritance, divorce, and retirement.
She meets with clients both virtually and at her office in Erie, CO.
Learn More: http://www.hinmanfp.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-raquel-hinman-cfp-and-founder-of-hinman-financial-planning
As one of the country’s top business, real estate and peak performance luminaries, Rod has built over 24 businesses in his 40 year business career several which have been worth tens of millions of dollars. He has also owned over 2000 properties.
Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Khleif’s experience involves both remarkable triumphs, and spectacular failures, which he affectionately calls “seminars:’ Rod will explain the mindset required to recover from losing $50 million dollars in the crash of 2008 to the success he enjoys today.
Rod brings incredible authenticity and insight to his approach to business, mindset, real estate, success and life. Rod can talk about the psychology of success, and any business or real estate topic in great depth, contributing incredible first-hand, technical, and motivational knowledge and skills to the conversation.
Rod also founded The Tiny Hands Foundation which has benefited more than 95,000 children in need.
Learn More: http://www.RodKhleif.com
For info on his Multifamily Real Estate Bootcamp text”Rodlive” to 72345
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rod-khleif-business-owner-and-philanthropist-passionate-about-high-performance-giving-back
Kevin is a passionate husband and father. Like most Coloradans, he is energetic about the outdoors and loves hiking the front range, camping, and skiing. He could easily be found jeeping the backcountry or taking the kids to mountain rental for the weekend with his wife Susan. When at work, however, he oversees InSight’s business development efforts and client acquisition.
He was raised in Longmont, Colorado went to Longmont High School, and spent most of his youth performing on stage, or competing in speech and debate. He earned his Bachelors in Political Science and International Relations from Carroll College in 2003. He spent the following decade assisting Fortune 500 insurance companies with their go-to-market and client engagement infrastructure. Then, in 2014 began working as a Financial Advisor for a Registered Investment Advisor and has been managing clients and their money ever since.
He earned his Accredited Investment Fiduciary (AIF®) in 2019, after recognizing the long-term value and success inherent in documenting the Fiduciary process and coaching clients on their responsibilities when managing investments on behalf of others. As a result, Kevin specializes in corporate plan development, fiduciary process management, and client engagement for our corporate retirement plans.
He earned his CIMA® designation in 2021 after studying with the Yale School of Management. Disciplined in crafting and understanding risk, reward, and investment behavior Kevin is a consummate investment professional thrilled by the idea of capital markets and their potential.
Kevin decided to start InSight with his co-founder after spending several years helping clients uncover where returns really came from in their portfolio, and what they can focus on to move the needle.
Learn More-https://investmentwithinsight.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-taylor-co-founder-of-insight
Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors, LLC., Heritage Business Advisors and FinanciallySimple.com, is a nationally recognized financial educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a four-time recipient of the Investopedia Top 100 Advisor award and the Exit Planning Institute’s Exit Planner Leader of the Year.
Learn more about Justin at https://financiallysimple.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-justin-goodbread-author-of-your-babys-ugly-and-owner-of-financiallysimple-com
BizWings is a business automation company for small businesses looking to adopt technology to simplify their businesses so they can scale. Harry is a business attorney, former COO of a premier digital ad agency, and former pro-soccer player. His entrepreneurial mindset and competitive edge combined with his legal perspective protects long-term goals by implementing strategies that support sustainable growth. BizWings brings the same philosophy to its clients. Harry is trilingual with extensive experience launching and growing enterprises and guiding a corporate conglomerates through rapid expansion. From planning to implementation, Harry’s diverse experience helps facilitate a roadmap for success.
Learn More: http://www.getbizwings.com/podcast
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-harry-abraham-co-founder-and-ceo-of-bizwings
Before launching Springbuk, Rod founded and scaled a fee-based benefits consulting firm into one of the largest in the Midwest which was acquired by a publicly traded firm in 2010. In 2009, he launched the nationally recognized Healthiest Employers award program that has recognized over 8,000 employers at the top healthiest workplaces in their region and who represent nearly half of the working population in America. From those learnings, Rod dreamed of a day where employers could make the best-unencumbered decisions using data. That passion drove him to co-found Springbuk, which now represents more than 4,000 employers including hundreds of household brands. His energy is contagious and the world is benefiting from his vision to disrupt healthcare.
Learn More: https://www.springbuk.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rod-reasen-ceo-of-springbuk-a-health-intelligence-company
Dr. Fred DiDomenico began his professional life as a chiropractor in 1987. In 14 years, he had 4 very successful practices helping 1000’s of patients and families achieve optimal health.
He expanded his purpose to coaching chiropractors reach their purpose with Elite Chiropractic Coaching. Through helping doctors, online videos and programs, he has helped well over 1 million patients gain their health and live a more empowered life around the world. He is also teaching the natural health benefits of Chiropractic care through his book, “Back to Health,” in a time when natural, empowered health from the inside out is MOST IMPORTANT!
After the death of his late wife, he was Divinely given H.E.A.L.E.D., a 6 Step system to tapping into your innate Divine power, release the pain of your past to discover, live and fulfill your soul purpose, the reason you are here in this life.
H.E.A.L.E.D.’s 6 steps, makes raising your consciousness, awareness, spirituality and life easy. It’s the only spiritually based, step by step, guide to living who you REALLY are, fulfilling your soul purpose and living your innate Divinity, from the inside out. It will enlighten every area of your life, from business to every personal relationship. Make the journey to a new level of enlightenment easier, JUST FOLLOW THE STEPS!
You can also find the 6-step system, H.E.A.L.E.D. in his book, “You Are More Powerful Than You Think ”
It will change your life!
Learn More: https://www.youaremorepowerful.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-fred-didomenico-author-of-you-are-more-powerful-than-you-think-and-creator-of-h-e-a-l-e-d
Derek is a graduate of Colorado State University with a Bachelor’s degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania’s Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is also licensed to offer life, disability, health, and long term care insurance.
Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Street’s largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.
Learn More: https://www.triumphcapitalmanagement.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-derek-eichenwald-ceo-and-senior-investment-executive-with-triumph-capital-management
Ann has helped federal employees understand their benefits, explore options to potentially optimize the value of their benefits, plan for retirement and organize income planning and IRA distributions since 2002.
Ann holds a Federal Benefits Made Simple designation from the International Association of Registered Financial Consultants as well as the Chartered Retirement Planning Counselor from the College for Financial Planning and brings a wealth of retirement knowledge to her clients.
With experience in federal retirement planning, Ann customizes planning and solutions to your specific needs. As part of the planning process, she works with you on an ongoing basis to track your progress and to help ensure that your retirement income strategy is meeting your needs.
Ann also is available to speak to groups of federal employees. She offers a variety of interactive presentations to help federal workers maximize their earnings in the federal benefits system.
Learn More: http://www.annvanderslice.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ann-vanderslice-president-and-founder-of-federal-benefits-made-simple
I started my career as a CPA working for a large accounting firm and then worked for several years at a large life insurance and investment financial services company in the corporate mergers and acquisitions group.
During this time, I had the desire to leverage the financial knowledge and experience I had to help individuals one-on-one with their tax, investment, and retirement planning.
started Simply Steward in 2017 as an independent wealth management firm focusing on the needs of successful entrepreneurs and individuals and couples within 5 years of a retirement transition.
Stewardship is the foundation of my wealth planning philosophy – we’re entrusted with financial resources to make a better world for our families, local communities, and the world.
Learn More: http://www.simplysteward.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steve-cruice-owner-of-simply-steward-financial-planning-creator-of-the-steward360-process
Jim advises small business owners and high-earning executives on their personal wealth so that they can focus on their business goals. After witnessing the growing gap between clients’ and advisors’ interests, he designed and launched his firm, Saza Wealth Partners, in 2020 to align technology with relationships and deliver win-win results. Jim brings over 25 years of investment and financial planning experience. He earned his bachelor’s degree in economics from Santa Clara University and an MBA from the University of Michigan’s Ross School of Business
Learn More: http://www.sazawealth.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-callahan-cfp-cfa-founder-managing-partner-of-saza-wealth-partners
From his strong roots at Fortune 500 companies and on Wall Street to developing smaller, but powerful brands, Lucas has built a strong track record of successes that also includes many speaking engagements, podcasts, publications & his bestselling “Work From Home” course. Whether leading business and projects for his clients or mentoring his clients to become empowering leaders themselves, Lucas is a heart-centered expert in business.
Additionally, his passion to serve and support female leaders in startups and entrepreneurship is at the forefront of the next wave of success and change in the world.
Learn More: http://www.LucasRoot.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-fortune-500-consultant-coach-lucas-root
Born with an entrepreneurial spirit Damion started his first business at age 11, has started 30 since, and is the published author of 5 books.
He’s the founder of Yokido, a martial art that blends Aikido and Yoga and holds 3 other black belts.
As a thought leader and bold executioner, his first rental house was purchased on Dec 31, 1999, using his VISA and a bucket of courage. That decision grew into a 150+ house, 7 state empire over the next 5 years culminating with a total meltdown and Reinvention in 2008. (Book #3 is called Reinvented Life)
Damion’s personal philosophy centers on Self Responsibility and a belief that the only path to freedom is through personal ownership and 10X thinking.
His philosophy combined with a love of financial markets and money psychology drove him to found the Austin based FinTech Total Control Financial in 2016 to disrupt wall street and empower the main street with patented technology and artificial intelligence-based tool to reinvent old archaic ideas around retirement and financial freedom and empower people with control of their financial lives.
His powerful patented tool is called the eQRP, a retirement vehicle 10 times more powerful than an IRA, giving investors checkbook control of their 401k and IRA money and keeping track of it and empowered with their iPhone.
Learn More: www.MillionairePlan.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-damion-lupo-author-of-millionaire-action-plan
David is a respected technology leader with a distinguished track record for delivering winning strategies to organizations on critical issues across the full transaction and innovation cycle, including targeting, due diligence, revenue growth, product differentiation, portfolio valuation, market analysis, and competitive barrier strategy. David has been recognized as among the Top 30 Most Influential Digital Media and E-Commerce Law Attorneys and has appeared on numerous news outlets as an expert in the legal and business affairs of innovation.
Learn More:
https://www.instagram.com/trademarkwars_/
https://techandmedialaw.com/
The interview intended only to provide background information about L.A. TECH & MEDIA LAW and not intended to, and does not, constitute legal advice.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-sharifi-trademark-attorney-and-creator-of-the-masterclass-trademark-wars
Mark works with business owners who are frustrated by their inability to scale up and become more profitable. He helps them create their vision, and implement an operating platform that builds a healthy, thriving company
He is a graduate of Northwestern University, Kellogg School of Management, and Willamette University College of Law
Mark is both an attorney and an entrepreneur. He has started and grown several companies during his career, and he has struggled with the same frustrations and setbacks all business owners experience.
Learn More: http://www.coachrockwell.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-rockwell-author-of-five-mistakes-lawyers-make-that-kill-their-career
David’s agency helps new and experienced agents nationally become top producers. He is the author of 3 best-selling insurance sales and marketing books, including “The Official Guide To Selling Insurance For New Agents, “The Official Guide To Selling Final Expense Insurance,” and “Interviews With Top Producing Insurance Agents.” David is also a YouTube Influencer in insurance sales with nearly 22,000 subscribers and more than 2 million total views.
Learn More: https://davidduford.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-duford-author-of-the-official-guide-to-selling-insurance-for-new-agents
We’ve helped over 700 people with a sincere interest in entrepreneurship and contribution, usually aged 26 to 40, to start profitable businesses, quit their jobs and travel the world.
Our newer members utilize the business blueprints that we have collectively developed to establish reputable service businesses in 3 key online sectors – Marketing Services, Technology Services and Creative Services.
Our senior members, while continuing to take their businesses beyond 6 and even 7 figures per year, also guide you to develop a steady lead flow of respectable, noteworthy clients, a superb sales process, and automated delivery processes so that you can evolve beyond the technical and managerial aspects of business.
Learn More https://businessmentor.com/
and on YouTube: https://www.youtube.com/user/AleksanderVitkin
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-aleksander-vitkin-founder-ceo-of-businessmentor-com
Alex is a sales and career-readiness expert based in New York City. A senior adviser at Mercer, a global HR consulting leader, he previously worked at Oracle, where he was the first person to be a sales manager and outside producer by the age of 25. He is the co-founder of Commence, a careers academy for college students, and the author of “100 Skills of the Successful Sales Professional” (Business Expert Press, June 2021).
Learn More: https://www.commenceyourcareer.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alex-dripchak-co-founder-of-commence-a-life-after-college-academy-for-college-students
Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group in 1988 and now has offices in Carlinville, Bloomington, and Marion, IL, as well as in Memphis, Tennessee. Carl has earned many designations and degrees, including a Bachelor of Arts from the University of Illinois and a Master of Science in financial services degree (MSFS) from The American College. Carl also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®) and Chartered Advisor for Senior Living (CASL®). In is his free time, Carl enjoys traveling, gardening and making memories with his five children, four grandchildren, and wife, Cynda.
John started his career in 2017 with Wall Street Financial Group, Inc., following in his father’s footsteps. He earned a Bachelor of Science in Accounting, magna cum laude, from the Southern Illinois University of Edwardsville in 2018 and a Master of Science in Accounting with a focus in taxation the following year. In 2020, John earned his Certified Public Accountant (CPA) license. He focuses on using his tax knowledge to help his clients make better financial decisions. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and is a member of the American Institute of Certified Public Accountants (AICPA). In his free time, he enjoys camping and kayaking with his friends and family.
Learn More: https://wallstfinancialgroup.com/
Insurance license #14204 & #18517013
Nothing contained herein is to be considered a solicitation, research material, an investment recommendation or advice of any kind. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person.
Not associated with or endorsed by the Social Security Administration or any other government agency.
Any benefits analysis are estimates based on your actual Social Security earnings record.
Please keep in mind that these are just estimates. Actual benefit amounts cannot be determined until you apply for benefits. And that amount may differ from the estimates provided because:
-Your earnings may increase or decrease in the future.
-After you start receiving benefits, they will be adjusted for cost-of-living increases.
-Your estimated benefits are based on current law. The law governing benefit amounts may change because, by 2033, the payroll taxes collected will be enough to pay only about 77 cents for each dollar of scheduled benefits.
-Your benefit amount may be affected by military service, railroad employment or pensions earned through work on which you did not pay Social Security tax.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-carl-john-zeidler-with-wall-street-financial-group-inc-discussing-social-security-drawdown-strategies
Dave Menz is a laundromat industry veteran and the owner of the Queen City Laundry Chain of Laundromats in Cincinnati Ohio, as well as HappyNest Laundry Pickup & Delivery.
Dave’s inspirational journey from poverty to becoming a millionaire has inspired many entrepreneurs to try and overcome their own obstacles while building wealth.
Dave is the author of the book “Laundromat Millionaire” release date October 1, 2021, and the host of the Laundromat Millionaire Business Podcast.
Learn More: http://www.laundromatmillionaire.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-laundromat-millionaire-menz
TDT CPA’s is a boutique advisory and accounting firm for small businesses and nonprofit organizations. They help overwhelmed, successful leaders understand and maximize financial information so they can achieve better results and move their organization to the next level. Courtney is primarily responsible for the firm’s vision and strategic direction.
Her professional background includes almost two decades serving small businesses and non-profits. As an owner in her firm and managing partner, she also has firsthand experience running and scaling a small business. Courtney and her husband Brian live in Des Moines, Iowa, along with their three children, M’lynn, Brady and Callen, and their Whoodle, Oscar.
Learn More: https://www.tdtpc.com/IE
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-courtney-deronde-cpa-and-managing-partner-of-tdt-cpas-and-advisors
Alli MacKenzie helps Moms experience more peace, love, and joy while mitigating feelings of stress and uncertainty by providing mentorship, community and energy healing modalities rooted in love.
Alli is a Mom Mentor, Spiritual Teacher, Reiki Master, Akasha Reader, Inspirational Speaker, published author, and content writer for an international magazine.
Her spiritual practices hold space for inner soul work to unfold, to clear karmic blockages, to uplift energy frequencies, and to activate one’s innate healing abilities. She facilitates Intuitive Akasha Readings, Intuitive Reiki Therapy as well as trains and certifies those looking to become Reiki Practitioners.
Alli has been featured on bLU Talks stages, spoken at Harvard University, and a number of other influential speaking platforms. She’s recently written a beautiful children’s series with books titled, “Robbie the Robot Steals the Moon,” and “Robbie the Robot Hugs the Stars,” as well as collaborated with 33 authors to create an inspiring book series for the bLU Talks brand called, “bLU Talks Presents: Business Life and the Universe”.
Alli strongly believes in the power of Leading with Love and aspires to create a high vibrational ripple effect, radiating outward to touch the hearts of others.
Learn More: https://www.allimackenzie.ca/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alli-mackenzie-mom-mentor-and-spiritual-teacher-inspirational-speaker-and-published-author
Adele Spraggon is an award-winning author, a thought leader, an international trainer, and a fearless speaker. In 2020, she was awarded the Woman of Inspiration Award, and in 2021, she was recognized as the Top Behavioural Expert of the Year.
Her book Shift: 4 Steps to Personal Empowerment has won three awards for its powerful message of inspiration and hope and is sweeping the globe, transforming how people are setting and achieving their goals.
After decades of feeling stuck in patterns of procrastination, avoidance, and quitting, all of which had her living her life below her fullest potential, Adele set out on a journey of discovery and learning. Her inquiry? Why the personal and professional methodologies she was following did not work for her. The result is the creation of her proprietary technique, called the 4 Step Repatterning Technique, which she delivers through a member portal called the Pattern Maker Hub. Today she supports thousands globally to achieve extraordinary levels of happiness, peace of mind, prosperity, goal-achievement, and life-fulfillment.
Learn More: https://www.adelespraggon.com or https://www.Shift4steps.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adele-spraggon-author-of-shift-4-steps-to-personal-empowerment
Joey Mure brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 year before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires. Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission. He is relational, impactful, and a true leader. His colleagues would add that he’s thoughtful, funny, and a family man. Many people don’t know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you’d find him at the beach with his family. And every Sunday morning, they’re worshipping the Lord. A lifetime goal of Joey’s is to impact the world for Christ; and a more near-term goal is to purchase a beach house for my family. Aside from Wealth Without Wall Street, Joey listens to Sharran Srivatsaa’s Business School podcast and Donald Miller’s Building A StoryBrand podcast. He’s happiest when he’s traveling with his wife or golfing with his girls. He cares deeply about Campus Outreach, Cru, Navigators, Sav a Life, Lifeline Adoption, and Young Business Leaders. His aims to live by the words “Trust in the Lord with all your heart and lean not on your own understanding. In all your ways acknowledge Him and He shall direct your path (Prov 3:5-6).”
Russ Morgan – Wealth Without Wall Street’s Founder and Partner, Russ Morgan, is known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher. Russ started IBC in 2009, and eventually went on to found Wealth Without Wall Street in 2015. Russ’ mother was an enormous inspiration for him growing up. As a single mother with two young children, she took a rigorous, accelerated track through college while working multiple jobs, all with the goal of bettering her children’s lives. When he’s not working, you can wave to Russ on a boat at the lake pulling his kids around on a tube. And on Sunday mornings, he’s probably rushing to church with his family … only 10 minutes late.
Russ’ creativity, fresh ideas, and knack for problem solving are indispensable assets to his role at Wealth Without Wall Street. Russ would describe himself as competitive, creative, and passionate; his colleagues would likely add that he is helpful and abundant. Russ hopes to be remembered as an innovator who loved to teach others, and he has a goal to one day serve in the mission field. Finishing the book is another more near-term goal. Aside from Wealth Without Wall Street, Russ learns from the Business School podcast with Sharran Srivatsaa and Donald Miller’s Building A StoryBrand book and podcast. Aspire Movement, Campus Outreach, and Young Business Leaders are three causes near to Russ’ heart. Russ in one motto? “Just try!”
Learn More: https://www.wealthwithoutwallstreet.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joey-mure-and-russ-morgan-founders-and-partners-at-wealth-without-wall-street
Lee possesses a rare combination of skills as a corporate executive, business consultant, thought leader, prolific author, artful facilitator and engaging presenter. Lee applies an in-depth understanding of business, science, people and organizations to help leaders and organizations grow. As a result, he quickly helps leaders bring order where there is chaos, clarity where there is ambiguity and growth where there is decline.
Lee is a John C. Maxwell Leadership Award finalist and Thinkers50 nominee for Top Management Thinker globally.
Lee has authored 15 popular leadership books that have been translated into 10 languages, including the bestselling Engaging the Hearts and Minds of All Your Employees and Stick with It: Mastering the Art of Adherence. He has also created over 50 products that equip and encourage leaders at every level.
Lee brings 25 years of hands-on industry and consulting experience to his clients. He worked in various leadership roles with American Airlines, Sandoz (Novartis) and FoxMeyer (McKesson). He also held consulting positions with two premier firms: Booz, Allen & Hamilton and Mercer. His last corporate post was as Vice President for Physician Reliance Network (U.S. Oncology), one of the fastest growing NASDAQ companies at the time.
Lee currently serves on the Board of Directors for Pacific Seafood Group, the largest fully integrated seafood company in North America. He is a former director for Aztec Systems who was ultimately sold to a private equity firm. He also served on the Advisory Board for ASSET InterTech.
Lee regularly gifts his time to numerous individuals and agencies. Some of those agencies include The United Way, North Texas Food Bank and Grace Bridge.
Learn More: https://thelgroup.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lee-colan-co-founder-of-the-l-group-a-leadership-advisory-firm
Michael “Buzz” Buzinski is a life-long entrepreneur, a digital marketing thought leader, an author, and the Chief Marketing Officer of Buzzworthy Integrated Marketing.
He has worked with over 750 service-based businesses and helped them make their digital marketing S.I.M.P.L.E. (Streamline, Identify, Market Research, Plan, Launch, and Evaluate). Using the Rule of 26, Michael can double any website’s revenue.
Michael’s sole mission is to help entrepreneurs avoid the time drain and frustration of managing profitable digital marketing campaigns.
Michael and the team at Buzzworthy work exclusively on the integrated marketing needs of privately owned businesses.
Their service offerings are focused on increasing their clients’ digital presence, and they are dedicated to the bottom line while creating the highest return on investment and giving business owners the freedom to focus on their business.
Buzzworthy has been nationally recognized by the American Marketing Association for its innovative approach to digital marketing for small to medium-sized businesses. CMO of Buzzworthy Integrated Marketing and Author of The Rule of 26
Learn More: https://buzzworthy.biz/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-michael-buzinski-chief-marketing-officer-of-buzzworthy-integrated-marketing-author-of-the-rule-of-26-for-service-based-businesses
I started my first biz in 1991 selling, installing, servicing and financing computers to large corporations. Since then I have founded a succession in firms in the e-commerce, finance, real estate and consumer products spaces. For much of the past decade, I have taken my experience as an entrepreneur and used it as a platform to coach other business owners and founders.
In addition, in 2019, I self-published a 432-page book on everything you need to know about how to grow and manage your money. I offer a 20-week course where I teach it to you, one-on-one. I also run curated masterminds on business and finance.
In my infinite leisure, I write screenplays (for fun), play golf, travel (when not on lockdown), play Settlers of Catan with my three boys, and do other fun stuff…
Learn More: https://daasknowledge.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-henry-daas-founder-of-daas-knowledge
He is a graduate of the Purdue University School of Industrial Engineering and the Catholic University of America Columbus School of Law.
Prior to beginning his career as an Intellectual Property Attorney, Rick worked as a patent examiner at the U.S. Patent & Trademark Office.
Rick has obtained hundreds of patents for inventors in a variety of fields, including timing systems, mine safety devices, broadband antennas, RFID, electronics, ranging, oil & gas, semiconductors, and other mechanical and electro-mechanical devices.
For over 25 years, he has been helping entrepreneurs and businesses protect their ideas, inventions, and identities through patents, trademarks, copyrights, trade secrets, and related contracts, licenses, and agreements.
Learn More: https://ipsolutionslaw.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-martin-owner-and-founder-of-martin-ip-law-group
Mark has served as a relentless retirement guide to thousands of individuals since 1986.
The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensures retirement success.
Mark is a former radio talk show host, is an author, and has become the go-to financial educator in the media. His most recent book Don’t Outlive Your Money in Retirement! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey.
Mark has been featured in the Wall Street Journal, ABC news.com, FOXNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO. He is also a multiyear recipient of Boston Magazine’s 5 Star Wealth Manager Award.
Learn More: https://55retire.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-singer-president-of-safe-harbor-retirement-planning
Rob Braiman has a long-standing reputation as a “serial entrepreneur” and has spent over 20 years working directly with small business owners to improve strategic planning, operations, growth, and profitability.
He founded Cogent Analytics in 2014, after spending over 10 years as a senior business analyst helping to improve and build main street businesses across the country.
Since then, Rob has grown Cogent Analytics from 6 people to over 120 inside of 5 years and continues to grow and add to the team and the service offering. Rob’s leadership and success is further exemplified as Cogent has been ranked for 4 consecutive years on the Inc 5000 and was recently named in the Financial Times Americas as one of 2021’s “Fastest Growing Companies.” A husband of 26 years and a father of two, Rob stands committed to his family, community, employees, and clients.
Learn More: https://www.cogentanalytics.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rob-braiman-founder-of-cogent-analytics
Jay is an award-winning entrepreneur and an executive with three decades years of innovation and investing experience.
thrv is the result of Jay’s work using jobs-to-be- done methods with product teams at Fortune 500 corporations, private-equity sponsored companies, and venture-backed start-ups.
thrv’s customers include the world’s leading companies including Microsoft, Dropbox, eBay, Twitter, American Express, Lego, NBC, and Bose.
With a wide range of experience from working as an investment professional at legendary private equity firm GTCR to working as a product manager at Microsoft to serving as CEO of Strategyn, Jay has seen first-hand the problems that executives and product teams confront when trying to satisfy customers and generate growth and equity value for shareholders.
Jay is an innovation thought-leader who has contributed significant advancements to jobs-to- be-done methods. Jay’s advancements enable product teams to dramatically increase their effectiveness in using jobs-to-be-done to reduce roadmap risk, accelerate revenue growth, and generate superior equity value.
Jobs-to-be-done product management helps CEOs align their product teams with customers and focus their company’s product development on exploiting competitor weaknesses from the view of the customer.
While at the Harvard Business School, Jay studied with Clay Christensen, who pioneered the concept of disruption and popularized the jobs-to-be-done innovation method.
Jay graduated Phi Beta Kappa with highest honors from Brown University, and he received his MBA with distinction from Harvard Business School.
Learn More: https://www.thrv.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jay-haynes-founder-of-thrv-product-roadmap-software
Donald White is a full-time teacher, author and lecturer. His latest book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits”, was released in March and is a “how-to” on succession planning.
Mr. White has spoken in over 30 countries. His MDRT resume includes six breakout sessions, the First-timers keynote at the 2000 MDRT Annual Meeting in San Francisco, and two main platform talks—in 2014 in Toronto and the 2020 Virtual Annual Meeting.
Don is a “Legion of Honor Excalibur Knight” and former founding member of the Inner Circle Society of the MDRT Foundation. With over 30 MDRT qualifications, including 20 Top of the Table qualifications, he was considered one of the top financial advisors worldwide.
The proud father of Sydney and Reagan, twin girls from China, Don is an advocate for international adoption and a 15-year board member of Love without Boundaries Foundation aiding vulnerable children in Asia, Uganda and India.
His first and only wife, Grace, does all she can to keep him home with her and their kids, rather than out riding his bicycles, golfing, or snow skiing in the Rockies
He can be reached via the web at www.Donaldfwhite.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-donald-white-author-of-always-end-with-the-beginning-in-mind-how-firms-remain-great-after-the-founder-exits
The agency serves high-revenue e-commerce stores that are ready for continuous growth. With over 1500 A/B tests under his belt, Joris wrote the book “Kill Your Conversion Killers” to help all the online stores he hasn’t worked with (yet).
Learn More: https://dexter.agency/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joris-bryon-founder-and-ceo-of-dexter-agency-a-remote-team-of-e-commerce-conversion-optimization-specialists
Emmy Award winning Camera Operator who turned his passion for television broadcasting in to several entrepreneurial endeavors. Howie created HJZ Productions, Inc in 2000 to address the need for professional level sports crewing/staffing in the New York market. Under his leadership, HJZ Productions grew to a multi-million nationwide provider of top talent in the broadcasting field. In 2019, Howie and his team founded Viridity Entertainment Services, Inc. (VES) which initially focused on staffing in non-union markets. With the onset of the COVID-19 pandemic in early 2020, they quickly pivoted to offering best in class, broadcast quality livestreams of professional sports shows and interviews, corporate interviews and meetings, and religious services. In addition, Howie took his love of the television production business and created The TV Sports Course, a hands-on training boot camp for the next generation of television crew professionals. Howie is a graduate of the State University of New York at Plattsburgh’s Mass Communication program. Howie is a big believer in that overall wellness, including healthy eating and exercising, are key to both personal and professional success. He lives in New York with his family.
Learn More: http://www.viridityentertainment.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-howie-zales-founder-of-viridity-entertainment-services-inc-broadcast-quality-livestream-services
Eric Fritzke set out to establish his reputation in real estate over 20 years ago.
With the support and sage advice provided by Gordon Ballinger, he has succeeded in setting himself apart from the pack.
Mr. Fritzke is exceptionally skilled in commercial and residential real estate, both as a listing agent or as the designated agent for a shrewd buyer.
His clients enjoy his considerable ability for finding resources to improve their options and to drive better results.
Mr. Fritzke has also spent years learning the ins and outs of property management from Gordon Ballinger, which is used to considerable effect on a vast range of properties both residential and commercial.
Learn more http://www.TrinityTeamRealEstateCo.com
303.452.3300
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-fritzke-broker-associate-and-principal-trinity-team-at-keller-williams-preferred-realty-north-denver-metro-realtors
Jared Curry is a 19 years old, 7 figure business owner. After scaling his business Scope Marketing to 7 figures, he moved on to the next project: 6 Figure Agency Elite Coaching Program. He partnered with Billy Willson whose student he used to be. Together they are offering a new coaching program for agency owners teaching them how to scale their business. Jared has been featured in Authority Magazine, Blavity, International Youth Journal, Thrive Global, The Good Man Project, FOX, NBC, and interviewed for many podcasts among which Action & Ambition on Entrepreneur.com.
To learn more and join the new program that Jared offers with Billy please check
Learn More https://go.billywillson.com/elite
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jared-curry-ceo-of-6-figure-agency-elite
Becca has been a coach for over a decade. She’s on a mission to help people break out of the cycles of uncertainty and struggle that hold them back. She helps women going back and forth with the big, seemingly endless question of what to do next—so they can stop going around in circles and finally figure out what they truly want and create the clarity and momentum they crave.
Learn More: http://www.beccaribbing.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-becca-ribbing-author-of-the-clarity-journal
Every year, millions of couples take on the challenge of starting and building a business together, but working together can present stress that not every couple is prepared to handle.
That stress can translate into trouble for the relationship or the business – or even both. Oscar and Kiya Frazier have achieved the dream of successfully starting and running their own business,
nDemand Consulting. As CEO of nDemand, Kiya is a charismatic growth and strategy expert known for bringing ideas into reality and ambitiously shaping brands to be instantly recognizable. Oscar, the Chief Technologist, is a full-scale product creator, taking concepts from ideation to launch.
With KO Thought Leaders, a division of nDemand, Oscar and Kiya strive to help couples in business develop structure and strategies that nurture the balance between business and home. Working closely together is a dream that grows from love and enthusiasm, and Oscar and Kiya have developed strategies to help themselves and others achieve that dream. They advise couple-preneurs on areas including building a stress management plan, trust and respect boundaries, optimizing your combined efforts, avoiding communication breakdowns, the art of unplugging, and letting the bedroom be a bedroom.
Learn More: https://globalsolutions.ndemandconsulting.com/
Or text “Business” to 6786721444
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-oscar-and-kiya-frazier-founders-of-ndemand-consulting-services
Interview with Biran Herndon President of Elite Tax Advisory Services, LLC Discussing Social Security Strategies.
Biran Herndon specializes in strategic financial & tax planning or business owners, real estate investors and medium to high net worth individuals.
He is a Certified Tax Master and member of the Tax Master’s Network, who integrates both disciplines into a holistic, client centered approach towards maximizing your after-tax income and wealth.
Biran graduated from ITT Technical College. He started his career in the tax industry working with H & R Block at the age of 17, working as a quality control and return reviewer.
He became one of their youngest office managers and ran one of their Premium tax offices.
He then joined one of the top financial firms in Orlando as their Advanced Tax And Estate Planning Director, where he helped high net-worth individuals, real estate investors and business owners legally reduce their tax liabilities and protect their wealth.
In 2005, He left corporate America to start his own boutique fee based, tax focused; financial & tax advisory/planning practice.
Biran lives in Melbourne, FL with his wife Michele and enjoys to read and travel.
We encourage you to take the first step towards your financial wellness, with us.
Talking about your finances may feel stressful, but that’s why we’re here. We pride ourselves on making the planning experience more comfortable and accessible for you.
Call us at 772-774-7808 or email us at info@elitetax1040.com to schedule a no-cost, no-obligation phone introduction to learn more about each other and to determine if we can help.
http://www.elitetax1040.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-biran-herndon-president-of-elite-tax-advisory-services-llc-discussing-social-security-strategies
From humble beginnings in his kitchen, Founder & CEO of Quallis Brands Co., Calvin Quallis transformed his problem-solving curiosity into a men’s grooming and wellness empire, Scotch Porter. With the desire to provide his barbershop customers with a solution to their hair and skin problems, Calvin began researching natural products, ingredients, and their effectiveness to develop the first line of handmade products with botanical infusions. With the belief that men should not have to break the bank to look and feel like a boss, Calvin has continued to develop products that disrupt the multicultural grooming space, utilizing his collections to promote the importance of health and wellness amongst men globally.
Learn More: http://www.scotchporter.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-calvin-quallis-founder-ceo-of-quallis-brands-scotch-porter
Smart Drivel is gaining traction and buzz for its fresh and fun banter between Kurt and Jon Ellenthal, the Co-Founder of Upside Business Travel.
Promising the Drivel and hoping for the Smart, the clever podcast launched in late March 2020 with new episodes every Monday on all the major podcast platforms including iTunes and Spotify.
Kurt is the former CEO of the Harlem Globetrotters, where he rejuvenated the iconic brand and introduced the organization to a new generation of fans around the world. Since leaving the Globetrotters in 2016, Kurt founded 4D Brands and co-founded Harrumph Entertainment. Previously, he was EVP and Chief Marketing Officer for World Wrestling Entertainment (WWE). He loves key lime pie and gin (not vodka) martinis.
Learn More: www.SmartDrivel.com
https://www.wiltonbulletin.com/news/article/Wilton-guys-bring-Smart-Drivel-podcast-to-15446439.php
https://medium.com/@nemeth.eric/top-new-podcasts-for-men-summer-2020-8289fbdac391
https://nypost.com/2015/05/06/pope-francis-becomes-honorary-harlem-globetrotter/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kurt-schneider-cohost-of-the-new-weekly-podcast-smart-drivel
Eric is an experienced Entrepreneur and Marketing Strategist. He’s a positive-thinking self-starter with a diverse background in digital marketing and subscription-based companies. Eric built his company Bizooy to provide local businesses with a next-level, proactive way to catch and resolve customer issues and improve their public image – he wanted to provide affordable technology to help local businesses succeed.
Learn More: https://bizooy.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-edelist-founder-of-bizooy
Hope Sawyer is a Residential Realtor / Commercial & Team Administrator with Trinity Team Real Estate at Keller Williams Preferred Realty, a full-service real estate company that specializes in residential and commercial sales, leasing, and property management as well as management of HOAs. Trinity has over 100 years of combined real estate investment experience.
Learn More: http://www.TrinityTeamRealEstateCO.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-hope-sawyer-team-and-commercial-admin-with-trinity-team-at-keller-williams-preferred-realty-north-denver-metro-realtors
An insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for his employers he uncovered how tax-advantaged income benefits businesses and, by extension, individuals.
Start your Stress-Free Retirement TODAY
http://www.myblackpearl.co
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-on-social-security-strategy
Ryan Frederick has had the privilege of being part of starting and growing several product companies and services firms. Ryan is a Principal at the digital product firm AWH. Ryan has authored two books. The first on increasing the odds of success in creating products, being a Founder, and starting companies called The Founder’s Manual: A Guidebook for Becoming a Successful Entrepreneur. The second, Sell Naked: And Other Advice for Growing and Managing Services Firms. Ryan speaks frequently about creating software products, growing services firms, and leadership.
Learn More: http://www.awh.net
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ryan-frederick-principal-at-the-digital-product-firm-awh
GreenPal has been called the “Uber for lawn care” by Entrepreneur magazine and has over 200,000 active users completing thousands of transactions per day.
Before starting GreenPal Bryan Clayton founded Peachtree Inc. one of the largest landscaping companies in the state of Tennessee growing it to over $10 million a year in annual revenue before it was acquired by Lusa holdings in 2013.
Bryan‘s interest and expertise are related to entrepreneurialism, small business growth, marketing and bootstrapping businesses from zero revenue to profitability and exit.
Learn More:https://www.yourgreenpal.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-bryan-clayton-ceo-of-greenpal-online-marketplace-connecting-homeowners-w-local-lawn-care-professionals
Amy Anderson has a 28 year marketing career having worked at global brands such as Seventeen Magazine, Calvin Klein, and The New York Times Digital. Years of experience led her to branch out and open her own marketing consulting firm, Wild Coffee Marketing. She shares her entrepreneurial journey, why she believes outsourced marketing works, and marketing mistakes to avoid.
Learn More: http://www.wildcoffeemarketing.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-amy-anderson-co-founder-of-wild-coffee-marketing
She is the author of twelve books on these subjects and the creator of the Unlimited 40 day law of attraction workout and the Unlimited 365 Mastermind. After committing to completely transforming her self-worth in 2006, she went from being massively in debt to owning multiple properties and creating a thriving business, as well as healing her relationships.
Zehra’s books are based on a visual, diagrammatic approach to law of attraction. She breaks down complicated concepts into small bite size pieces linked to analogies that make them easy to remember and apply.
Zehra’s courses and programs helps individuals to identify the blockages that are keeping them from achieving success. She helps them to change their self-talk and develop new thinking habits that open up a world of new possibilities.
Zehra believes that all things are possible, and that you can start from where you are and create a better future once you start understanding how to use basic law of attraction concepts. She is committed to making it easy for you to understand and apply the law of attraction.
Learn More: http://www.zmahoon.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-zehra-mahoon-master-mindset-and-law-of-attraction-coach-and-manifesting-expert
David’s entrepreneurial and leadership paths have taken him from the president of his college fraternity to the White House. Along the way he has seen the best and worst examples of leadership and learned from both.
He has achieved many successes but learned much more from the hard knocks of business and life. David believes life is a summation of the experiences we have and what we learn from those experiences.
A summary of his experiences include:
-
Founder of several companies. Current businesses are Off Madison Ave and LighthousePE. Failed at a few along the way also.
-
In-coming global chair for EO (Entrepreneurs Organization). A global organization of more than 15,000 entrepreneurs in 62 countries.
-
Worked for two Presidents of the United States in the Executive Office of the President.
-
Held senior staff positions for two US Presidential Commissions and as a US Congressional Staffer.
-
Author of the book Leadership is Not a Title.
Mentor, coach (paid) and EO certified speaker. -
Father of two sons (Kyle and Jared) and married for 25 years to wife Debbie.
Learn More: https://www.dwaleadership.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-anderson-founder-of-dwa-leadership
We wanted to create a company that was driven by the single-minded idea that brands must dene their purpose if they are to authentically connect with consumers. We’ve worked with some of the most successful global brands across America, Europe, Asia, Australia, and New Zealand and have built long-term brand value for businesses including Coca-Cola, Nestle, Kraft, Fosters, Gillette, and BP.
At Passport, we help our brands build long term value and an identity that means something real to their customers. This often gets pushed to the back burner in the urgency to develop tactics that drive sales, but brand value and identity can and should be woven together.
We’ve become recognized as one of the world’s leading privately held international branding agencies.
We’re unique because we’ve managed to balance creative with strategy seamlessly – perhaps this is something that hearkens back to my hippie/private school experience! While this concept might sound simple, it’s becoming increasingly rare. We work as an extension of the brand team and focus on nurturing the creative spirit.
Learn More: http://www.passportbranddesign.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-creighton-co-founder-of-creative-branding-agency-passport-brand-design
Jon Schram is an IT support expert and the founder of The Purple Guys, a tech company that has grown since 2001 to become the Midwest’s premier provider of IT support services. The Purple Guys is a fast-growing, 7-digit business that has helped hundreds of companies grow by solving their IT problems and providing them with stress-free, bullet-proof tech support. Jon and his wife, Jill, have three children and have founded two businesses together.
Learn More: http://www.purpleguys.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jon-schram-founder-of-the-purple-guys
Mark MacDonald is a leading Financial Educator and Retirement Advisor who is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction and Legacy Estate Plans for themselves and their loved ones. Mark also educates people how to plan and protect their retirement years from the 4 major destroyers of wealth: Market Crashes, Inflation, Taxes and Catastrophic Health.
Most important, Mark is an independent financial advisor that enables him to put his clients first in the planning process and offer a wide range of financial products and services from leading global and national financial service companies.
Mark is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor and Certified College Planning Specialist. He is a former U.S. publishing executive at leading financial news companies including US News and World Report, Individual Investor and Ticker Magazine.
Mark helps married, single, divorced, and widowed individuals develop personal Retirement Plans that…
•Maximize Social Security Income
•Optimize Corporate, Federal and State Pensions
•Create Guaranteed Lifetime Income
•Protect and Grow Retirement Savings
•Calculate and Optimize Required Minimum Distributions (RMD’s)
•Reduce Taxes in Retirement
•Implement Medicare, Medicare Supplement and Long-Term Care Retirement Health Coverage
•Develop Gifting and Legacy Plans for Loved-Ones and Charities
•Reduce College Costs
Mark’s 6-Step ARPP- Advanced Retirement Planning Process helps Professionals, Business Owners and Corporate, Federal, State and Union Executives and Employees across the country with their Retirement Income, Healthcare, Tax Reduction and Estate Planning needs.
Mark has been married to his wife Leigh for 38 years and are proud parents of two daughters and two grandchildren.
Mark is a member of the BBB, National Ethics Association, International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Financial Educators, National Social Security Association and National Institute of Certified College Planners.
Learn More: http://advancedwealthpreservationinc.com/
http://yoursocialsecurityanswers.com
Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-macdonald-president-of-advanced-wealth-preservation-discussing-social-security-claiming-strategies
Sean has been training, mentoring, and educating all his life. An exceptionally well regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences.
He has also been the author of several books on technical as well as business topics.
Sean has also been a professional services firm owner for over 20 years. His professional services work has spanned consulting engagements with the Fortune 50 and startups you’ve heard of, the sale of his first professional services company, and the growth of delivery, sales, marketing, and operational practices inside professional services firms.
In short, Sean brings a wealth of knowledge when it comes to surviving and thriving as a service firm owner or the leader of a practice area inside a larger services firm.
Learn More: https://www.cascadeinsights.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-campbell-founder-of-cascade-insights
Andie has over 30 years of experience customizing solutions that optimize cost, time, and impact. These solutions ultimately bring clarity, confidence and direction for small business decision making.
Andie has worked with multi-billion dollar companies including Monster Beverage Corporation, Monster.com, World Bank, U.S. TDA, U.S. AID, National Science Foundation, Hollywood producers and musicians, and several hundred small businesses.
Andie has been a speaker at The Best You Expo with Les Brown and Bernardo Moya, and a mentor for Amazing Women Entrepreneurs, as well as numerous financial literacy, entrepreneur, and small business events.
She has also been interviewed by San Diego Woman Magazine, Amazing Women Entrepreneurs Media’s Women of Influence, Adam Torres’ Money Matters podcast, Women in Business with Dr. Gayle Carson, and several others.
Learn More: www.AndieMonet.com or www.RoadmapForStrategicGrowth.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andie-monet-founder-of-strategic-solutions-creator-of-the-roadmap-for-strategic-growth
Margot is one of the most prominent voices in the content strategy industry. She is the author of “Trustworthy: How the Smartest Brands Beat Cynicism and Bridge the Trust Gap” and “Content Strategy at Work: Real-World Stories to Strengthen Every Interactive Project” and the principal of Appropriate, Inc., a brand and content strategy consultancy based in Boston. As a speaker and strategic adviser, she has worked with marketing teams in a range of organizations over the past two decades. The creator of BrandSort, she developed the popular message architecture-driven approach to content strategy. Margot teaches in the content strategy graduate program at FH Joanneum University in Graz, Austria, and lectures around the world about brand-driven content strategy and designing for trust.
Learn More: https://appropriateinc.com/trustworthy
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-margot-bloomstein-principal-of-appropriate-author-of-trustworthy-how-the-smartest-brands-beat-cynicism-bridge-the-trust-gap
Business owners implement her “Secret Profits™” systems to increase profitability $10k-$100k or more by eliminating their hidden “profit eating black holes”.
Clients have turned to Amy since 1991 accelerating profits, increasing bottom lines, de-mystifying root causes of business losses and MAKING MORE MONEY without requiring adding costly inventory, changing locations, or adding more staff.
Amy Rose has several books for sale on Amazon too.
Her most recent release is a #1 Amazon Best Seller entitled ”Pack Faith First, Suitcases Second: A Decade of Miracles After 50” that tells the story of her complete “life-do-over” move from the midwestern United States to a small Caribbean island with her spouse, four school aged kids, the family dog a few pallets of possessions with no jobs, family, or friends to go to.
Learn More: www.TheSecretProfits.com/courses
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-amy-rose-herrick-chfc-americas-profit-building-specialist
Samuel Sanders is an award-winning entrepreneur and member of the Nonfiction Authors Association, who has seen entrepreneurship, innovation, creativity, problem-solving, and ideation in action at a Fortune 500 company, an Inc. 5000 fastest-growing company, incubators, and companies he started himself. In his book Your Next Big Idea, he takes the lessons he learned from these vastly different worlds and combines them into an all-in-one book that will show you how to tackle problems and come up with game-changing ideas.
Currently, Sam runs Heard, LLC Currently, a software application that helps governments and large companies get targeted and reviewed feedback from their citizens/employees to improve decision making
Learn More: https://www.yournextbigideabook.com/ or http://www.HeardLLC.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-samuel-sanders-entrepreneur-speaker-author-of-your-next-big-idea-ceo-of-heard-llc
Dave Finberg is a top digital marketing expert who has been making websites since he was 9 years old. In 2015, Dave founded Peaks Digital Marketing, and has generated tens of millions of dollars in revenue for his clients.
His passion is growing small, medium, and enterprise businesses with data-driven ROI-centered strategies. As a “Digital Sherpa”, he helps guide clients towards the best online paths for the success of their business.
To Dave, success is making an impact on others lives while being able to do whatyou love.
Learn More: https://www.peaksdigitalmarketing.com/
Get your Blog Optimization Guide
https://www.peaksdigitalmarketing.com/podcast
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-finberg-founder-of-peaks-digital-marketing
Francois Lupien is a dynamic coach, mentor and speaker whose experience includes successfully working with Tony Robbins, Stephen Covey (7 Habits of Highly Effective People) and as a consultant with Bob Proctor (Movie: The Secret).
Achieving excellence in everything he puts his mind to, Francois has been a Tae Kwon Do Canadian champion, a Top Real Estate agent for 11 years with Remax, and a serial entrepreneur with multiple successful 6-figure businesses.
Learn More: https://howtobecomemore.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-francois-lupien-coach-mentor-and-speaker-founder-of-how-to-become-more
Robin helps entrepreneurs embrace radically ethical marketing to promote themselves confidently, pitch themselves without feeling sleazy, and get more of the clients they really want.
Learn More: https://empoweredfreelancer.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-robin-cangie-founder-of-the-empowered-freelancer
Robert Clinkenbeard is the CEO of The Radix Group, LLC which has offices in Greenville, Phoenix, and the UK. He is an entrepreneur, an author, senior leader in EO and a four time Ironman. He is a serial entrepreneur having sold his $20M company and now has several franchises, multiple real estate investments, the largest Peer Group facilitation company in the US while raising a large family. He is also a senior leader in EO and therefore understands the challenges of CEO’s within growing companies.
Robert will help your audience with getting a higher business valuation, reinvigorated passion for their business, extra time with family and friends, growth of key employees, and a company culture that adopts the vision as if it were their own.
Learn More: https://www.theradixgroupllc.com/
To get a free PDF copy of his book, “Ironman Mindset for Entrepreneurs ” text RADIX to 33777
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-robert-clinkenbeard-founder-of-the-radix-group-author-ironman
Susie Carder started out as a low-paid hairdresser trying to support her 2 little girls.
So she decided to do whatever it took to create her own business.
After much blood sweat and tears, she went on to create, not one, but two $10 Million companies!
Her core genius is the ability to simplify complicated issues by creating simple proven systems that are guaranteed to create dramatic growth
She has helped over 100,000 entrepreneurs increase their revenues by more than 3000%
Learn More: https://www.susiecarder.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-susie-carder-author-of-power-your-profits
Capping a 25-year career where he served as chief marketing officer and executive vice president, Scott Miller currently serves as FranklinCovey’s senior advisor on thought leadership, leading the strategy, development, and publication of the firm’s bestselling books and thought leadership.
Miller is the author of the multivolume Mess to Success series, including Management Mess to Leadership Success: 30 Challenges to Become the Leader You Would Follow and the forthcoming Marketing Mess to Brand Success (May 2021) and Job Mess to Career Success (January 2022).
He is also the creative mind behind the Ignite Your Genius Career Coaching series, where he helps individuals take their careers from accidental to deliberate.
Learn More: www.scottjeffreymiller.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/mike-saunders-interviews-scott-miller-author-of-marketing-mess-to-brand-success
Neena Speer has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, she is a five-time published author with her most recent book is a republished Kindle version of Dear Future Lawyer: An Intimate Survival Guide for the Female Minority Law Student which hit #1 in two different categories in November 2020 earning her the title of Amazon Bestseller. Her passion since she was in eighth grade was to be a criminal defense attorney in her hometown where she grew up: Birmingham, AL. She is living out that dream and speaking for countless organizations including the University of Alabama School of Law, the YMCA, the Black Girl Project, the National HBCU Pre-Law Summit, Black Pre-Law Conference, Northern Illinois University Law School, various other organizations, and her upcoming TEDx Youth Davenport Talk entitled “Diversity Redefined” March 2021. She speaks about her experiences as a law student, a black minority in the law field, and her journey past failing her first bar exam. She specializes in Trademarks, Copyrights, Business Formation, Contracts Drafting/Review, Criminal Defense, and Family Law.
Have you been looking for a legal guide and cheerleader to propel you forward in preparing your BUSINESS TABLE for the millions in revenues to come?
I can guide you to master key business levels in your path to millionaire growth with a modern-day minority women’s business owner’s secret playbook in developing compassion in your business.
This creates valuable opportunities for you to shine as you ask yourself if you are kind to your clients and if you are committed to learning new ways to make your business better by following great teachers.
Being an informed and well-versed CEO can open up doors just by knowing the proper terminology, but a CEO ®ANI will know more than vocabulary. You will learn how to sit in fancy rooms and talk business with anyone from real estate brokers, lawyers, and kids.
Your future clients want to feel like you care about them. I will teach you how to achieve this service level in your business as I model it for you. I invest in people because I want them to feel like I care about them in a big way!
I know you must achieve increased clients by increasing value-added to their lives while also being recognized as an expert. By following my process, you can form a business, find a balance that allows you to love your family, and finally, make your health a priority.
You must understand that a great business owner understands that your business has to set you up to live a full and balanced life at some point. It cannot always be a hustle and grind. Success means very little when you have no one to share it with!
Learn More:
https://www.neenathelastbrand.com
https://tap.bio/@ceorani
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-neena-r-speer-attorney-author-of-dear-future-ceo-ani
With a solid background as an entrepreneur and in commercial real estate development, Shelley understands how to make a vision a reality. With that same spirit she brings investment specialization to the North Denver market working with clients to evaluate existing and potential real estate portfolios to guide critical analysis on whether to hold, lease, acquire or sell; and then helps clients execute a well-constructed plan.
Shelley provides diligence and charisma while offering an unrivaled client experience through extensive market knowledge, unparalleled business etiquette, and a passion for deal analysis and negotiation. Shelley is known for managing every step of a real estate transaction with attention to detail and creativity.
Shelley is a native of Phoenix, Arizona where she attended Arizona State University majoring in Business and Marketing. She graduated with honors and earned the esteem of being the valedictorian of her class. She then obtained an MBA, with a finance and international business focus. Since then, she has spent a majority of her working career as an entrepreneur, building businesses and brands from scratch. She has lived, worked, and played in the greater Denver area since 2001 and remains committed to continuous learning so she will always be a valuable advisor to her clients in this ever-evolving industry.
Outside of her career, Shelley is married and has a busy family with two active teenagers. Additionally, she is a trained chef, published author and thrives on continuous personal growth inspired by innovative leaders and lives by the moto . . ..
“The best way to predict the future is to create it.” ~ Abe Lincoln ~
Shelley is a well-connected, true professional and provides outstanding experiences for all parties involved in a real estate transaction. She stands ready to help you create YOUR desired future by means of real estate and is devoted to providing a boutique experience with big business solutions.
Contact: https://trinityteamrealestateco.com/shelley-hillesheim/
Cell: 303-249-9940
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shelley-hillesheim-commercial-real-estate-broker-with-trinity-team-real-estate-at-keller-williams-preferred-realty
Emanuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help businesses establish 401(k) benefit programs.
He has passed the Series 7 and 66 securities exams, holds California licenses to offer health and life insurance as well as annuities, and has obtained his Chartered Retirement Planning Counselor (CRPC®)
designation.
He and his wife have three daughters and one son.
Learn More: http://www.avinafinancialgroup.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-emanuel-avina-president-of-avina-financial-group-discussing-social-security-drawdown-strategies
Active in Sales within IT Industry for over 20 years. Lifelong affinity with health & sports. Started in 2005 pilot studio, in 2009 opening first franchised fit20 studio in the Netherlands. Now 130 studio’s in the Netherlands and 35 studio’s in 8 other countries; USA, UK, QA, NZ, FR, DE, DE, SE. As Founder and CEO still active in the exponential growth that we forsee in the coming years worldwide.
Learn More: https://fit20.com/ and https://fit20USA.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-walter-vendel-founder-of-fit20-group-discussing-a-personal-health-franchise-opportunity
Eric Reed never had trouble finding the experience to learn from, whether from leadership positions in media companies, building out marketing and sales infrastructure, strategically positioning revenue for start-up acquisition, or challenging people to always RETHINK, as host of take5: The Rethink Marketing Podcast. A Renaissance man whose expertise has been honed through a variety of perspectives, Eric’s success in business growth is rooted in his proven sales and marketing leadership and sophisticated marketing media strategies. As the founder of reed5group, Engage Digital, and Take5: The Rethink Marketing Podcast Eric has over 15 years of passionate experience in sales and marketing leadership. He is a thought leader in strategy and tactics and a pioneer in ad tech, content silos, and digitization. With an emphasis on culture, it’s not hard to see why Eric is defined by his passion for and belief in people. “It’s not about being perfect, it’s about being present, every day”.
Learn More-https://reed5group.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-eric-reed-ceo-founder-of-reed-5-group
Over the past 25 years, more than 20,000 sales managers from many of the world’s most successful companies have attended Kevin’s 2-day workshop on sales management leadership. Kevin also offers an online course for sales managers.
Kevin is the author of three books:
“Getting Into Your Customer’s Head”
“Slow Down, Sell Faster!”
“The Sales Manager’s Guide to Greatness”
Learn More: www.toplineleadership.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-davis-president-of-topline-leadership
A successful serial entrepreneur, media trainer, and bestselling author, Aurora Winter loves launching thought leaders.
ABC-TV, CBS-TV, KTLA-TV, CBC-TV, Hallmark Channel, Success magazine, Elle magazine, Maclean’s magazine, The Huffington Post, and many podcasts have featured Aurora Winter.
Using her expertise in business, neuroscience, and film, Aurora helps leaders discover, master, and monetize their message.
As a result, her clients have raised millions, launched startups, delivered TEDx talks, written bestselling books, won awards, revitalized their lives, and appeared on radio, podcasts, and TV.
Aurora Winter is passionate about empowering people to live up to their full potential to make a difference and make our world a better place.
Learn More and get free resources at www.AuroraWinter.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-aurora-winter-ceo-same-page-publishing-on-empowering-people-to-live-up-to-their-full-potential
Roger is a Business Psychologist with clients all over the country. He has one trick: He trains leaders to monitor and manage their thinking. Great leaders work on themselves first, and then success in their companies follows.
His clients are entrepreneurs, professionals, and business owners. He is especially qualified to help entrepreneurs who have had a financial event find meaning, purpose, and happiness for the next phase of their lives. He helps leaders become better versions of themselves so they can lead their people better.
He has had the chance to consult and speak to all sorts of groups — from judges in federal courts, people in the intelligence community, company owners, executives, and university faculty, to social workers, teachers, and nurses, to construction workers, landscapers, and box-makers. He loves his work as a keynote speaker for financial services companies, judges, and technology companies.
Roger received his Doctorate in Psychology from Ohio State University in 1991. He has worked with thousands of leaders – from Fortune 20 companies to small entrepreneurial firms. He is currently an executive coach for the Robert Wood Johnson Foundation Clinical Scholars program. He and his wife live outside Boise Idaho where they watch the osprey fish from a nearby stream and the elk eat their shrubs.
You can learn more about Dr. Hall at:
www.compassconsultation.com
www.drrogerhall.com
www.freakoutcourse.com
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-roger-hall-business-psychologist-and-author-of-staying-happy-being-productive-the-big-10-things-successful-people-do
Chris has been in the industry for over 30 years. Chris has dedicated her life to empowering individuals to become the best version of themselves. She has earned numerous awards and certifications over the course of her career. Her extensive years of service in Law Enforcement, lead to her become an advocate for women and youth empowerment. She has worked with several celebrities and professional athletes such as Muhammad Ali, Dan Marino, Dwayne Wade, and many more. Chris uses her intuitive abilities to guide people to their true potential.
Learn More: www.christineferguson.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-ferguson-author-speaker-spiritual-healer-and-master-life-coach
Adam helps get your message out to the world.
Their clients are getting ranked in the top 1% on Apple Podcast and other top charts which means ONE thing:
His clients have more influence than 99% of the podcasts out there.
Adam says the reason most podcasters fail is a lack of marketing.
This is why his niche is to manage that critical piece so you can have more listeners, more downloads, more ratings, and more reviews.
Adam has a loyal following in the real estate industry as well as the podcasting industry.
After selling his real estate podcast (He actually sold his first show… I didn’t even know you could do that), he launched the Podcast on Podcasting which is ranked as the top podcast to help podcasters.
Learn More: http://www.growyourshow.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-adam-adams-founder-of-growyourshow-com
Dan is an expert in transformational leadership, helping leaders in every industry and sector and at every level of authority to answer the call of the changemaker and achieve the trophy goals that they care most about.
Learn More: https://danduckworth.net/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-duckworth-founder-of-the-crucible-life-an-online-community-for-changemakers-the-host-of-the-changemakers-masterclass
Described by one client as a “statistician with a soul”, Nic has been working in the field of happiness and wellbeing for over 25 years.
In 2010 Nic gave a TED talk on his previous work in public policy, which has now been watched over 2.3 million times.
Named as one of the Top Ten Original Thinkers by the IoD’s Director Magazine, Nic’s work was hailed as one of Forbes Magazine’s Seven Most Powerful Ideas in 2011.
As Founder and CEO of Friday Pulse, Nic shares his creative thinking with leading organisations on how positive emotions drive productivity and profit.
Learn More: https://fridaypulse.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nic-marks-founder-ceo-of-friday-pulse
Daniel is a passionate storyteller, successful business owner, and self-acclaimed “chef” from Memphis, TN. Over the past 4 years, he has skyrocketed sales for dozens of incredible online business owners by managing their online marketing systems.
Although Daniel has made his clients millions in online revenue, he’s come to realize there’s something bigger at play – IMPACT. His mission is to impact the lives of one million people over the next few years. His motive behind
this?…“Doing so will fuel my drive to see others given a chance to succeed and flourish.”
It’s not just Daniel who is devoted to this “impact” movement. It’s a mission his clients buy into when they work with his company, along with his incredible world-wide team. They have improved thousands of lives from the work they perform for clients. And they’re just getting started!
Learn More: http://www.beknowntoday.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-daniel-pope-chief-storyteller-of-be-known
Amanda built her career growing businesses using effective marketing, strategy, and sales practices. Over the past fifteen years, she has worked with large enterprises like Dell, Microsoft, CoreLogic and tech start-ups including Cloudstaff, New Relic and OraMetrix (acquired by Dentsply Sirona March 2018).
Throughout her career, Amanda served as a trusted advisor to entrepreneurs as they launched and expanded their businesses. This passion for helping entrepreneurs led Amanda to start Arch Collective. She now devotes her career to empowering entrepreneurs and business leaders to grow their companies through effective marketing and commercialization.
Learn More: www.arch-collective.com
Mike Giannulis (Gee-uh-NEW-liss – kind of like “Gee, a new list” because after all, he’s in marketing!) has overcome the odds and loves to share that story to inspire others. Mike especially thrives on connecting with entrepreneurs, marketers, and copywriters to motivate them to “do big things” in the world.
Mike’s story begins in an average family where he had to work for everything he had. He started “at the bottom” and worked his way into the American Dream. In fact, Mike dropped out of high school, went back to get his degree and even went to college and got his MBA… along the way he also ended up on a popular reality TV show. As a guy who started his working life making sandwiches then stocking shelves on the overnight shift at a giant retailer, he’s just about seen it
all.
Now Mike grows and scales companies, using real-world experience to make this happen. His newest venture, Sanetris LLC, an international health and wellness company, is on track for 8 figures in annual revenue. He is a serial entrepreneur and master copywriter who helps business owners grow their companies and instructs copywriters on creating highly converting and compliant ads and sales material.
In 2012 Mike appeared on the ABC television show Extreme Makeover: Weight Loss Edition, losing 255 pounds in a single year. He has overcome a stutter. He has gone from the bottom of the corporate ladder to the top of the mountain…and he loves helping others do the same.
Learn More: www.onlyonemike.com
www.copywriterbrain.com/ie
They provide behavioral economics consulting to businesses of all sizes from around the world. Her podcast, The Brainy Business: Understanding the Psychology of Why People Buy, has downloads in over 160 countries and is used as a resource for teaching applied behavioral economics for many universities and businesses. Melina obtained her bachelor’s degree in business administration: marketing and worked in corporate marketing and brand strategy for over a decade before earning her master’s in behavioral economics. She has contributed research to the Association for Consumer Research, Filene Research Institute, and runs the Behavioral Economics & Business column for Inc Magazine. She will begin teaching applied behavioral economics through the Texas A&M Human Behavior Lab in fall 2020 and her first book, What Your Customer Wants (And Can’t Tell You), is scheduled for publication in May 2021
Learn More: http://www.thebrainybusiness.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-melina-palmer-founder-and-ceo-of-the-brainy-business
Perry Gladstone helps leaders and leading organizations unlock their true potential by sharing his unique ability to see and articulate our greatest opportunities for success.
Insightful, charismatic, and entertaining, Perry is a natural storyteller with a boatload of experience and success across multiple industries. As a confidential coach and advisor, Perry has guided powerful leaders, rock stars, innovators and disruptors and developing countries around the world. In private consultation, kick-ass workshops and his exclusive mastermind groups, Perry will deliver the clarity and insight you need to break through any barrier and create the life and legacy you always wanted.
Before formalizing his advising career, Perry founded ten influential companies in the action sports, entertainment and media industries. He is the author of the critically acclaimed, FAST & HOT; How To Open Hearts, Win Minds and Create a Better Life in Business, co-founder of the SOMOS Foundation of Costa Rica and a celebrated recording artist under the name Prince Perry.
Equally at home on stage, in the air or on the water, Perry is an avid surfer, paraglider, musician and former record holder in the sport of freediving. When not surfing, flying or serving his community you can find him on the beaches of Costa Rica thinking about what makes good things better.
—
Ravi Rajcoomar:
Ravi Rajcoomar is a ‘Heromaker’ whose life’s work is to work with individuals and organizations to create their MoG – Moment of Glory – and lasting legacy. He is a recognized leader in the brand strategy, experiential event, content, athlete, and product marketing space.
He has produced award-winning sports marketing events and broadcasts on six continents for nearly every major action and adventure sport, from Red Bull’s live broadcast properties to the X Games and both the Summer and Winter Olympics. His experience has helped lead some of the world’s best brands to deeper engagement with their audience and clients including Red Bull, Polaris, Specialized, Clif Bar, WME and ESPN, not to mention several state and regional DMOs.
He has earned ‘Organizer of the Year’ honors at the highest levels from the Union Cycliste International (UCI) and international media on both the road and mountain bike disciplines of cycling as well as Emmys, Event Marketer, Addy, and Ace awards as well as Sports Business Journal’s prestigious ‘Forty under Forty’ nomination.
Ravi currently lives in Georgia, and currently serves as a Vice President for PeopleForBikes, the nation’s leading bicycle industry trade association.
Learn More: https://themoonshotcollective.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-perry-gladstone-and-ravi-rajcoomar-founders-of-the-moonshot-collective
Alan Brunton, is native to Texas, born in Dallas, raised in Amarillo, is a visionary and developer of software platform aimed at enhancing optimal performance and human potential through targeted frequencies in digital audio which results in healthier body, mind, spirit and environment. Sound Software for Sound Lifestyles.
Audio engineer and musician, Alan’s life has been always included a great awareness to sound. His dedication to bring influencing technology to the world is shown by great enthusiasm and compassion.
Alan’s leadership and entrepreneur skills have previously been documented in successfully opening 33 different restaurants, writing policy, procedure and operation manuals, training staffs and crews from Texas all the way to the East coast of the United States. His successful airing (18 month) of the artsy cooking show, made for television, Food for Love, was groundbreaking entertainment and included several published cookbooks to follow the series.
Alan’s audio engineering studio, Allegro Data Systems, Entrée Nous, Inc., a Texas S Corp., was focused on archiving magnetic tape (reel-to-reels and cassettes) to secure one of a kind recordings from Scripps Institute of Oceanography, including never before released conversations with Jacques Cousteau, the Dallas Symphony, Southern Methodist University and private libraries of Morris Beechy (Chorus Master, University of Texas, Austin, TX) and Dr. Lloyd Pfautsch,
(Composer-Chorus Master Emeritus, SMU).
Alan’s formal education has included studies at Amarillo Jr. College (Amarillo, TX), East Texas A&M (Commerce, TX), University of Oklahoma (Norman, OK), Catholic University of America (Washington, D.C.) and the Florida Institute of Technology (Melbourne, FL).
About Cymatrax, Inc.:
Cymatrax, an SaaS company with patented technology based on digital audio frequency application, accelerating signaling to the brain from any digital audio, is currently being used by hundreds of clients from all over the world.
“With over 5B people listening to digital audio each day, Cymatrax is poised to propel a market application unlike anything seen in many years,” says the Cymatrax founder.
Digital audio applications will not be limited to music, podcasts, corporate training, books on audio, streaming media (plug ins) and online education, but is also currently being applied to filter audio to deliver an optimized signal to the brain for neurological disorders, such as stroke.
With two highly recognized neurologists asking to oversee the use of the Cymatrax technology in clinical trials for autism, then other neurological disorders, the healthcare applications are an additional target for global markets.
Learn More: www.cymatrax.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alan-brunton-founder-president-ceo-cymatrax
Tim is a Business Geek, Nomad, Aging Metal Head, Nerd, & Coffee Addict.
For over 25 years I’ve been building high performance sales team globally.
Has sold over 2 billion in goods and services.
Now I work with Founders, Business Owners, Executives, and High Performing Individual to transform companies, bring new solutions to market and achieve their professional goals.
In the past year my launches have included an app and coaching company that helps people win their most important deals in a complex competitive b2b sales environment, and an early stage AI/ML solution to revolutionize the use of public health data by enterprises.
Learn More: https://timkubiak.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-tim-kubiak-sales-coach-business-strategist
Kyle is an executive specializing in crafting outstanding experiences for global brands. A former magazine editor, he also spent a bunch of his career with a focus on the fashion, outdoor, and sports industries through the e-commerce and digital lens for brands such as Nike, Dr. Martens, KEEN, Lululemon, PowerBar, Ariat, Chrome Industries, Nuun, and others. Kyle’s unique blend of design, branding, and digital best practices lends itself to creating and leading some of the foremost brands.
A bold, charismatic speaker, with a penchant for hitting brand’s sweet spots, he brings his experience to any size group or audience on the topics relating to online or digital business growth, e-commerce trends and tactics, A/B testing, branding, positioning, and design.
Kyle is currently focusing on digital trends online, the future state of retail in a post-pandemic world, the complexity of global brand expansion, and branding post-pandemic.
Learn More: https://thebrandleader.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-corporate-branding-expert-kyle-duford
John Lee Dumas is the host of Entrepreneurs on Fire, an award-winning podcast where he interviews inspiring Entrepreneurs who are truly ON FIRE.
With over 2500 episodes, 1 million + listens a month, and seven-figures of annual revenue, JLD is just getting started.
Visit EOFire.com to set YOUR Entrepreneurial journey ON FIRE!
Buy his book with all of the bonuses here!
https://uncommonsuccessbook.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/mike-saunders-interviews-john-lee-dumas-about-his-latest-book-the-common-path-to-uncommon-success
Barbara is a speaker, author and seminar leader with over 18 years of global experience living and working in Hong Kong, China, Australia, Singapore, Canada and the U.S.
Barbara inspires individuals, entrepreneurs, and leaders to reconnect with their highest purpose and make key paradigm shifts and breakthroughs, so their teams and organizations can effectively create large scale changes in society and the world.
Barbara is a member of the Leadership Development Faculty for the Asia Pacific Region at a top global financial institution, and visiting professor at SFU, Beedie School of Business (Vancouver, Canada), where she teaches Negotiation and Conflict Resolution at the MBA program.
In her transformational and inspirational new memoir, The Unexpected Gift readers will learn of a journey to self-discovery and renewal after the implosion of her marriage. She’ll share a roadmap to how you can fully engage with a diverse world, embrace a richer and more authentic life, and emerge anew after the unthinkable, while learning an invaluable lesson on the foundations of leadership.
Learn More: https://www.barbaradallepezze.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-barbara-dalle-pezze-ph-d-global-leadership-coach
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5 step process (PT5) programs your financial GPS.
Learn more: http://triplett-westendorf.com/ | https://mypt5.com/
About Mark Triplett:
Investment Advisor/Founder/CEO
Triplett Financial Group clients have a “deal with it now” attitude. That’s why they are attracted to the planning process developed by Triplett Financial Group’s founder and CEO Mark Triplett. The step-by-step process guides them through the assessment of their current condition, helps them identify potential cracks, encourages them to be accountable, and empowers them to take corrective action.
Mark developed his own “deal with it now” attitude when diagnosed with thyroid cancer at age 15. “When you get that news, things that were important the day before suddenly seem trivial. You don’t have time to waste, pretending nothing is wrong or asking “why me.” You and your team of professionals get busy assessing the situation, weighing the risks and benefits of intervention and taking corrective action to deal with the situation.”
Mark believes this same approach applies to retirement income planning. If you are going to have problems in the future, it’s better to know now and deal with it than to pretend nothing is wrong and wait until its too late.
Triplett Financial clients have worked hard for their retirement dollars. Mark selectively seeks clients with first generation wealth, believing that when you work hard to build your assets, you view your finances differently. Mark looks for clients that relate to his farm-raised work ethic and honest character. He demonstrates those traits in his business relationships and in the relationships that he develops with his clients.
Mark developed his character beliefs through his grandfather. Although his grandfather passed with few material possessions, hundreds lined up to pay their respects, creating a lasting memory that reminds Mark that nothing is worth more than your character. The experience solidified his belief that when you are gone, the stories told about you will reference the positive impact you had on others, not your bank balance.
Mark is a trusted advisor to financial professionals nationwide. Many have turned to him for guidance on their own clients’ retirement planning strategies. He is passionate about making advisors better so they can be better for their clients, believing that with simple changes, attention to detail, and a consistent process they will serve more people in an extraordinary way.
Mark, his wife Melinda, and son Hunter live in Polk City, IA. They enjoy boating, alpine skiing, and organic gardening as well as many other outdoor activities.
About Troy Westendorf
Founder/President
Triplett-Westendorf Financial clients respect a disciplined approach to income planning; one founded on rules-based principles. Founder Troy Westendorf brings a degree in law enforcement from NIACC, and he’s uniquely dedicated to public service and upholding the rule of law. Mr. Westendorf finds ways to apply his devotion to protecting others through retirement income planning. Through discipline and sound strategies based in math and science, his team creates lifetime retirement income.
Triplett-Westendorf Financial clients now appreciate Troy’s desire to follow in his uncle’s footsteps. Troy witnessed how his uncle enriched the financial lives of the people around him, and in 2002 Troy desired to continue his good work by entering the financial service industry. One of the first things new Triplett-Westendorf clients recognize is Troy’s commitment to mind, body, and spirit. He’s a Certified Personal Trainer and Strength Conditioning Specialist. Commitment and hard work serves him and his clients well when strengthening their wealth and health.
The Westendorf’s prioritize a balanced-life approach. Troy’s best friend, and a business partner, is his wife Brenda. As a fitness instructor, she challenges him, and others, to make healthy choices. Changing lives and making lifelong friendships along the journey brings joy to their family. They have passed on their love of community, ethics, and values to their only daughter Breanna and her husband Coty.
– Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
– Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.
– Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.
– The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
– Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark.
Source: https://businessinnovatorsradio.com/interview-with-mark-triplett-and-troy-westendorf-with-the-triplett-westendorf-financial-group-on-social-security-claiming-strategies/
Charley Mann is the President and Lead Coach of Great Legal Marketing, an organization that helps law firm owners build high-income, self-managed practices. With over a decade of working for, with, in, and on law firms, he has seen how the natural marketing, operations, and finances cycle plays out in all stages of growth. He came from far outside the business world after majoring in theater before he started to work for his mentor and now friend, Ben Glass, and finding a passion for entrepreneurship.
Through Great Legal Marketing, Charley has a select group of private clients, runs mastermind groups, and develops leading courses and trainings for the seriously ambitious and entrepreneurial six- and seven-figure firm owners. He shows law firm owners how to move your six-figure firm to seven figures and turn a seven-figure firm into a self-sustaining financial asset, giving you ultimate financial and personal freedom.
Learn More: http://www.GreatLegalMarketing.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-charley-mann-president-lead-coach-of-great-legal-marketing
She is a forward-thinking publicity strategist and educator for entrepreneurs, speakers and authors looking to expand their credibility and go from “best-kept secret” to “go-to expert” in their industries through being a guest on other people’s podcasts.
During her 13 years of PR agency and consulting work, she helped clients earn spots in print publications like Martha Stewart Living, Sunset, Reader’s Digest, and Big Life, and online coverage in MSN.com and TravelChannel.com, among others.
Christina herself has been featured on websites like Medium.com and CEOHacks.com. She’s been a guest on many podcasts, including Her Empire Builder, Hustle Like a Mother, Health Coach Nation and Launch It, Girl, and helped her clients get booked on many other top-rated shows.
She has spoken on stages at conferences throughout the Pacific Northwest and Midwest. Christina lives in Boise, Idaho, USA, with her husband and daughter.
Learn More: https://www.publicityxchristina.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-publicity-podcast-strategist-christina-lenkowski
Giuseppe has owned a number of Master Franchise licenses and has enjoyed a successful franchising career, guiding over 100 individuals through business ownership, many for the first time.
In addition to 15 years in franchising, he also has 20 years of sales, marketing, and management experience. He has assisted over 1000 individuals and businesses with their investments and achieved over $1 billion in sales.
Not everyone is motivated by money and fame, and Giuseppe knows this. He takes the overwhelming guess work out of the franchising process, listening and teaching along the way.
Learning about his candidates specific goals for their business and lives aides in guiding them down their dream path. Those bold enough to take action on their own are the ones that realize the freedom boldness can deliver.
“Freedom favors the bold.”
Learn More: https://ggthefranchiseguide.com/ie
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-giuseppe-grammatico-author-of-franchise-freedom
Hilmon’s 20-year track record of sales impact ranges from hundreds of startups to companies like Salesforce, Box, and SurveyMonkey.
He is trusted by the fastest-growing companies in the world and is recognized worldwide as a bestselling author, as well as an award-winning speaker and trainer. He’s passionate about growing individuals, and teams to create successful companies.
Learn More: www.clozeloop.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/hilmon-sorey-co-founder-and-managing-director-of-cloze-loop
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? What age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
Call us today to get your complimentary social security maximization report
(303) 922-4309
www.complete-spectrum.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-discussing-social-security-claiming-options
Learn More: www.david-hogan.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-hogan-entrepreneur-creator-of-7-figure-businesses-author-business-coach
Joel demonstrates that ethical business decision-making isn’t just the right thing to do—it’s the profitable thing to do. Over the course of his 45-year career as a business executive and entrepreneur, he has generated more than half a billion dollars in sales. A writer and coach on ethical business practices and principles, he serves as general manager and vice president of a corporation that manufactures and sells medical and scientific research products worldwide. A native of Brooklyn, New York, he lives in Avon, Connecticut, with his wife, Lynn. Selling Ethically: A Business Parable Connecting Integrity with Profits is his debut book.
Learn more at https://theethicsgiver.com/selling-ethically
and buy his book:
https://www.amazon.com/Selling-Ethically-Business-Connecting-Integrity-ebook/dp/B08KSB9HY3
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-joel-malkoff-the-ethics-giver
Ahmad started his career at Ernst and Young, before moving on to a boutique consulting firm. As the only business-focused player in an environment full of subject matter experts, Ahmad helped take the firm from having just one big client to a seven-figure consulting business in just a few years.
Since then, he has worked with 1,000’s of consultants who are struggling with business development and taken his firm, Boutique Growth, from 0 to over $1m in just over 2 years.
Learn More: https://boutiquegrowth.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ahmad-munawar-founder-of-the-90-day-pipeline
He helps small and medium-sized businesses rank on Google and dominate their local market.
John puts a strong emphasis on relationships and treats his client’s like family, wanting to not only help them rank but to help their business grow and succeed.
Learn More: https://www.localseosearch.ca/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-vuong-owner-and-founder-of-local-seo-search
Susie Carder started out as a low paid hairdresser trying to support her 2 little girls.
So she decided to do whatever it took to create her own business.
After much blood sweat and tears, she went on to create, not one, but two $10 Million companies!
Her core genius is the ability to simplify complicated issues by creating simple proven systems that are guaranteed to create dramatic growth
She has helped over 100,000 entrepreneurs increase their revenues by more than 3,000%
Learn More: https://www.susiecarder.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-susie-carder-profit-coach-speaker-entrepreneur
He’s an internet marketer, trainer of life coaches, and has helped people from all over the world reach their goals and dreams!
The cool thing about Wayne Sutton is that he lives and breathes his philosophy of ‘dream life’ coaching and strategies. And it’s not about doing that in a way that other people say is right or proper; it’s about being 100% authentic to who he really is. That’s where true happiness happens, and that’s what Wayne Sutton wants for YOU too.
It took Wayne a while to find success. Seemingly stuck in jobs that were draining his soul, Wayne made a bold decision, and set out to create a better life for him and his family – a life he’d always dreamed of.
Wayne firmly believes that everyone deserves happiness, and his passion is drawing that out of each and every person he works with. See, he knows how to make a ton of money in business, but he also knows that if a person is not grounded in what makes THEM truly happy… then all the money in the world will never be enough.
Learn More: www.HowToSellCoaching.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wayne-sutton-the-coach-of-coaches
Dave is a sales expert, business strategy consultant, and author who has built five successful businesses during the past 30 years. Some of his most impressive ventures include taking a corporate housing company from start-up to over 50 million in annual revenue and leading a professional services firm from start-up to over 250 million in revenue.
As the founder of The Dave Lorenzo Company, Dave focuses on helping company executives develop high impact, growth strategy that increases revenue, deepens relationships, and builds lifelong client loyalty. He is a world-class
sales expert known for his proprietary 60 Second Sales System.
Dave is the host of The Inside BS Show – a Podcast that receives over 20,000 downloads each month and has listeners all over the world.
Learn More: http://www.DaveLorenzo.com
To get a free signed copy of his book the 1st 10 listeners to request it by email will receive one: askdave@dlorenzo.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dave-lorenzo-talking-about-his-proprietary-60-second-sales-system
Claire is the CEO and Co-Founder of Online Profile Pros and Claire Bahn Group. She has been helping entrepreneurs strategize and create their best personal brand for over 10 years.
As an entrepreneur and influencer with over 70k followers on social media, she has learned the importance of creating and maintaining your personal brand. She helps entrepreneurs leverage their personal brand to develop the authority, influence, and trust they need to exceed their business goals.
Learn More: https://clairebahn.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-claire-bahn-personal-branding-expert
Rocky teaches them how to ensure they get paid and they make profit a priority! As a certified Profit First Professional, he implements Mike Michalowicz’s Profit First System. We change the accounting formula of Sales – Expenses = Profit to Sales – Profit = Expenses. This ensures Profit comes first! (PS. It’s not about money at all costs, people come before money!)
Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40’s. It was his parents’ second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.
Learn More: https://profitcomesfirst.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rocky-lalvani-chief-profitability-officer-at-profit-comes-first
Jeremy Pollack is a leader in the field of workplace conflict resolution and peacebuilding. Jeremy is a master coach, master trainer, mediator, and author.
He coaches and trains executives and employees at a variety of levels and industries, from Fortune 500 companies to major non-profits.
Jeremy has mediated conflicts between business partners, co-executives, and coworkers at all levels of organizations, aiming as often as possible to transform relationships and create Win-Win resolutions for all parties involved.
Jeremy is a regular contributor on the topics of leadership and organizational conflict management to publications such as Forbes.com, Fast Company, Industry Week, and many more.
He is also the author of the recently released book The Conflict Resolution Playbook: Practical Communication Skills for Preventing, Managing, and Resolving, Conflict by Rockridge Press.
Jeremy holds a Master’s degree in Evolutionary Anthropology from California State University, Fullerton and a Masters degree in Negotiation, Conflict Resolution, and Peacebuilding (NCRP) from California State University, Dominguez Hills.
Currently, he is completing dissertation work for his PhD in Psychology at Grand Canyon University. Jeremy is also a research fellow at Stanford University, where he leads research projects in social psychology and conflict resolution as an interdisciplinary effort between the Stanford Social Concepts Lab (Department of Psychology) and the Stanford Center on International Conflict & Negotiation (Department of Law).
Learn More: https://pollackpeacebuilding.com/
Pick up a copy of Jeremy’s book:
https://www.amazon.com/Conflict-Resolution-Playbook-Communication-Preventing/dp/1647399521/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jeremy-pollack-founder-of-pollack-peacebuilding-systems
Learn how to win by becoming a true leader in your market. 66% of businesses fail within the 1st 10 years. Having worked in, launched, and scaled several successful startups in the b2b industry & SaaS space servicing hundreds of SMBs, Jackson has seen firsthand that even the best operators struggle and often fail. The problem begins with poorly managed growth, which ends up being the catalyst for failure. J Cal Digital prepares business owners and executives to bridge their growth gaps. We often fill the roles of COO, CMO, or CEO during the transformative process.
Learn More: www.jcaldigital.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jackson-calame-who-teaches-service-oriented-organizations-how-to-attain-sustainable-revenue-growth
I improve the business’s outcome by emotionally reconnecting the founder, owner, or the CEO to their business.
I have more than 40 years of business experience. I led an international diamond manufacturing company, completed my MBA and Ph.D. in luxury marketing and consumer behavior. I researched and coached C-suite decision-makers on leadership, ethics, CSR (corporate social responsibility), and corporate governance in my postdoc.
Learn More: www.isaacmostovicz.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-isaac-mostovicz-the-business-psychologist-mentor
Wayne Winsley was raised by his great-grandmother, ended up in the child welfare system at age 13, and basically dropped out of school in 8th grade.
He was headed toward prison or death when an overheard message inspired him to strive for excellence. He graduated high school, served 2 tours in the U.S. Navy and had a 20 year career as a radio broadcaster.
Wayne is inspiring the next generation to pursue excellence as well.
Learn More https://www.braveenoughtofail.org/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wayne-winsley-founder-and-ceo-of-brave-enough-to-fail
Richard is a 30-year veteran business owner, best selling . He’s also is the creator of the ETOP Academy and host of the ETOP Podcast. His mission is to help 10,000 business owners escape the owner prison by showing the “Do everything myself” business owner how to release the self-imposed shackles to their business and create the freedom to do what they want when they want and still be massively successful.
Learn More
www.escapetheownerprison.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-richard-walsh-author-of-escape-the-owner-prison-the-contractors-new-way-to-scale-regain-control-and-fast-track-growth-while-loving-life
Julie brings a fresh perspective on avoiding overwhelm and reaching goals in an intentional manner. She trains business owners how to live and work at their highest level of efficiency, guiding her clients to reset to patterns of excellence, leaving mediocrity in the dust.
Julie’s out-of the-box thinking, knowledge on how to say yes to what is important and no to what is not, and ability to help you regain control of your pursuit of your goals makes her one to watch in the world of productivity, prioritizing, and efficiency. Her background in teaching, leadership, and entrepreneurship have shaped her into the expert speaker and trainer she is today.
Learn More: Learn More: https://juliemillerdavis.com/5tips
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-award-winning-productivity-and-efficiency-expert-julie-miller-davis
Parker is a co-owner and the Chief Business Officer at Evolved Finance; a bookkeeping firm that specializes in helping online entrepreneurs to build more profitable and financially stable online businesses. For over 6 years, Parker has been advising some of the top coaches, course creators, influencers, and thought leaders on how to make more sound business decisions using their financial data. Before joining Evolved Finance, Parker spent five years at Adidas America where he became the US product manager for golf footwear.
Learn More: https://evolvedfinance.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-parker-stevenson-chief-business-officer-at-evolved-finance
Mark has over 30 years in the financial services business and is the author of several books, the latest entitled "Don't Outlive Your Money in Retirement 7 Key Steps".
Learn More: www.55retire.com and http://retirenowquiz.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mark-singer-cfp-president-of-safe-harbor-retirement-planning
For 20 years award winning chiropractor Dr. Kelly Henry helped his patients live healthier lives.
With the foundation of providing exceptional customer service, Dr. Henry grew his clinics into one of the top producing chiropractic offices in the nation with multiple locations and doctors.
Since 2018 Dr. Henry has used his system to coach business leaders on improving customer service to create incredible growth and profits.
Learn More: https://www.drkellyhenry.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-kelly-henry-the-customer-experience-doctor
Part CEO, part personal development wonk, and part biohacker info geek, Thom King is a self-confessed serial entrepreneur. While his favorite book list contains many success-oriented and personal-development classics, the traditional definition of achieving success (e.g. make a lot of money) is not what inspires or motivates King.
He follows more of a “you aren’t doing well unless you’re also doing some good” line of thinking.
King’s company has been built around the simple principle of “do the right thing.”
In 1999, Thom’s personal passion for food and his concern over the explosion of metabolic disease led him to found Steviva Brands, now known as Icon Foods, with a mission to stem the tide of “diabesity” by providing consumers healthy alternatives to sugar. In recent years, his passion for food and optimal health have intersected with his embrace of a ketogenic (low carb, high fat) diet.
Thom’s latest project is a line of ketogenic condiments intended to help more people successfully adopt a healthier lifestyle.
Learn More: http://www.guygoneketo.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-thom-king-founder-of-guy-gone-keto
Day One is designed to help founders navigate the formative stages of building a business by helping them meet co-founders, find product-market fit and build momentum for their launch.
Before founding Day One, Andrew was the Chief Innovation Officer at Human Ventures, a startup studio and $50m venture fund. In 3 years, Andrew helped launch 10 startups, working with some of the world’s most talented entrepreneurs.
Andrew has an M.S. from Parsons School of Design where he was an adjunct faculty member.
Learn More: www.joindayone.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-hutton-founder-and-ceo-of-day-one-a-fellowship-for-early-stage-founders
She is the founder of Where Inspiration Meets Law LLC, which provides legal contracts and document templates for entrepreneurs, coaches, heart-centered and impact-driven businesses, helping them legally protect their businesses while fulfilling their purpose-driven mission in the world. She’s also the founder of the law firm W. Manly, P.A., a boutique corporate and securities law firm she started in 2008 in Miami, Florida, with offices in Paris, while serving some of the most recognizable companies in the world including, MasterCard Int’l, Inc., Visa, Inc., and Office Depot, Inc., to name a few.
Along with maintaining her law practice and speaking, Wani also consults for French companies and organizations in their humanitarian missions in Africa, expansion into the U.S. market, and is an Adjunct Professor at the School of Luxury Management at ISEFAC Bachelor in Paris, France.
Learn More:
www.wanimanly.com and www.inspirationmeetslaw.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-wani-iris-manly-esq-corporate-business-and-trademark-law-attorney
Nathan has lived in Colorado for 25 plus years and is a full-time professional real estate agent with Trinity Team Real Estate at Keller Williams Preferred Realty. Trinity is a full-service real estate company that specializes in residential and commercial sales, leasing, and property management as well as management of HOAs. Trinity has over 100 years of combined real estate investment experience.
Nathan’s goal is to help clients get the most value and incentive for their real estate buying or selling choices and to overcome challenges that undoubtedly arise during a transaction – all while making the process as pleasurable, smooth and stress-free as imaginable.
He continually upgrades his education and knowledge. Nathan graduated from Colorado State University with a degree in Computer Information Systems and holds a dual specialization MBA in Finance and Marketing from Washington State University’s Carson School of Business.
Nathan has his own investment portfolio and can relate to the needs and goals of other investors. Nathan also has the desire to help others become investors and is a member of the Denver Metro Association of Realtors.
Nathan loves working and living in North Denver, in his free time you can find him skiing at Keystone, hitting the gym, and attending to his rose gardens in the summer.
Learn More: https://www.nathanaelshafer.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nathan-shafer-mba-gri-real-estate-agent-with-trinity-team-real-estate-at-keller-williams-preferred-realty
Rich Goldstein is a patent attorney who has obtained more than 2,000 patents for his clients.
He helps entrepreneurs to understand patents and trademarks, and protect their ideas so that they can safely grow their businesses.
He is the author of the ABA Consumer Guide to Obtaining a Patent, and is the host of the Innovations & Breakthroughs Podcast.
Learn More: https://goldsteinpatentlaw.com/
https://www.Patent-Book.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rich-goldstein-patent-attorney
After retiring from a successful career as a manager and leader in high-tech, Dr. Kirch brings his passion for people, organizations and small businesses to his clients. The goal of Profit Minds, LLC, is to help serious small-business owners generate more clients, close more sales, and increase their overall revenue and profits… quickly and inexpensively. Steven specializes in helping small business owners improve their results using time-tested sales and marketing strategies. As a certified facilitator of The 7 Habits of Highly Effective People© for more than 20 years, he works alongside his clients to develop methodologies for implementation of these strategies in their business.
In addition, he serves on the Board of Directors for The Gratitude Network (www.gratitude-network.org) – a leadership development organization which works with social entrepreneurs around the world to enable growth of these innovative companies that are changing the lives of children and youth everywhere.
Dr Kirch also has a passion for music and sings with more than one award-winning Bay Area ensembles, including the Fog City Singers. He has appeared on stage in local theater company productions and when not busy with music, you can find him on his bicycle or on the golf course. He has been married to his wife, Donna, for more than 40 years and they have two wonderfully intelligent and talented daughters who are making their own way in the world.
Learn More: https://profitminds.net/ & https://profitminds.net/workshops
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-steven-kirch-about-his-business-growth-model-at-profitminds-llc
Nate is a marketing expert with over 12+ years in the trenches. His sole purpose is to help companies acquire more customers. Nate is the co-founder of Ten Speed, a tech-enabled content optimization company focused on helping companies get more results from the content they already have on their site.
Nate was the first marketer at Sprout Social where he spent years building and scaling the inbound engine, helping grow the company from $0 – $100M+ in revenue & IPO. He is, and has been, the growth marketing consultant to a number of SaaS companies like Help Scout, Zylo and Hologram.
Nate is passionate about working with marketing & sales leaders and early-stage founders to solve hard problems and scale revenue growth.
Learn More: https://tenspeed.io/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nate-turner-co-founder-of-ten-speed
Neena is an attorney, author, speaker, and truth dealer. She has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, she is a four-time published author with her most recent book is Dear Future Lawyer: An Intimate Survival Guide for the Female Minority Law Student.
Her passion since she was in eighth grade was to be a criminal defense attorney in her hometown where she grew up: Birmingham, AL. She is living out that dream and speaking for countless organizations including the University of Alabama School of Law, the YMCA, the Black Girl Project, the National HBCU Pre-Law Summit, and her upcoming TedxYouth Davenport Talk entitled “Diversity Redefined” March 2021 about her experiences as a law student, a black minority in the law field, and her journey past failing her first bar exam. She specializes in Trademarks, Copyrights, Business Formation, Contracts Drafting/Review, Criminal Defense, and Family Law.
Learn More: https://neenarspeerlawfirm.com
Purchase a copy of her book on Amazon
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/neena-r-speer-trademark-attorney-interview-new-book-dear-future-lawyer-an-intimate-survival-guide-for-the-minority-female-law-student
Josh Little is the founder of four tech companies–Maestro, Bloomfire, Qzzr, and Volley–that have collectively been used by hundreds of millions of people. His work has been featured in Tech Crunch, Mashable, Entrepreneur, Inc., and Forbes. With two successful exits and a third pending, he’s currently on a mission to save the working world from death-by-meetings with his fourth creation, Volley.
Josh fell in love with the art of communication at age 16 when he was first asked to train a new employee at Red Lobster. The creative challenge of distilling complex concepts into simple ideas became a passion that led him to pursue a degree in education, which he leveraged to land jobs in sales, training, and marketing at three Fortune 500 companies before he founded his first company.
As a battle-hardened serial entrepreneur, Josh could speak intelligently on a range of topics such as fundraising, bootstrapping, team, culture, brand, storytelling, and leadership, but he’s most interested in talking about the problems and opportunities around workplace communication. Specifically, how to free up your calendar and increase productivity by turning synchronous meetings and calls into asynchronous conversations.
Depending on what circle you run in, you may know Josh better for his pickles, performances, or projects–as he is a 5th generation pickler, a classically trained singer, and a mechanically-minded YouTuber.
Learn More: http://www.volleyapp.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-josh-little-founder-of-volley-app
I started a business in 2005 in order to work for the BBC as an independent contractor – I was invited after they aired an audio drama I produced but I had also many years of freelancing experience with them both in the UK and the US. In order to understand working for the BBC in this very new capacity as a head of a company, I went back to London for five years. I sat on the Radio Independents Board, went to the vitally important commissioning meetings at Broadcasting House and learnt how to deliver shows with all the paperwork: the publicity, the compliance, and the presentation. An indie company is responsible for delivering a show and the BBC do not listen first so they have to trust you.
You are given a set budget and it’s up to you how you allocate it and how you make a profit! My company was and is the Corporation for Independent Media. In 2019 and 2020, I took coaching courses at New York University and with Eric Maisel who has developed Creativity Coaching.
I set up Jude Kampfner Coaching. I have clients who mostly want help with bringing their passion projects to life. Everyone’s different. I help them find the right format, title, episode breakdown, and marketing plan. It’s work I love it because I bring all my broadcast experience: audio fiction, documentary, magazine progs, hosting, writing, directing producing, sports commentating, and more!
Learn More: judekampfner.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jude-kampfner-founder-of-jude-creativity-coaching
An award-winning presenter, Douglas speaks and comments on issues pertaining to social justice, identity politics, and resurgent Marxism. He specializes in debunking radical leftist politics and beliefs, and in teaching others how to do so too.
Meet him at https://www.breakingwoke.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-douglas-kruger-author-of-political-correctness-does-more-harm-than-good-how-to-identify-debunk-and-dismantle-dangerous-ideas
Amanda has been at the forefront of digital marketing and the social media revolution from its infancy, selling her first company by the age of 32.
After building the online fitness subscription community Fit, Strong & Sexy to over 80,000 members, she went on to co-found the Interesting Agency, offering full-service brand strategy, marketing, and content production services.
Influencer Marketing as an accredited course was created by Amanda at UCLA and has become a movement, establishing itself in schools across the world, including Harvard and the University of Texas, where she now teaches, while continuing to advise some of the world’s top companies. Amanda graduated from the University of Richmond and holds an MBA in Marketing.
Learn more about Amanda at www.amandarussell.co
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-amanda-russell-international-marketing-strategist-speaker-educator-and-entrepreneur-speaking-about-influencer-marketing
Donna McPherson is a CPA with extensive experience and training in business finance, operations management, and tax savings strategies.
She believes that entrepreneurs who align their vision with purposeful action can achieve the outcome that they desire through effective planning and execution.
Donna combined her 13 years of knowledge as a corporate CFO with 12 years of experience as a successful business owner to create a formula for profitability that so many businesses are missing.
She uses her signature Profit Recipe to help her clients achieve record-breaking results that are giving them what they want; more money, more freedom, and more enjoyment.
Donna is the author of, The Price of Fake Is Real, How to Stop Pretending & Gain Real Business Success.
Learn More: http://www.dmcphersoncpa.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-w-donna-mcpherson-profit-strategist-author-of-the-price-of-fake-is-real-how-to-stop-pretending-gain-real-business-success
Robb is a hockey play-by-play announcer turned business and marketing expert.
Robb recently took on the role of Director of Business Operations with the Nanaimo Clippers in the BCHL. In this role, he oversees day-to-day operations for the Clippers which include corporate partnerships, marketing, communications, game production, community relations and business operations.
Robb holds a Business of Hockey MBA from Athabasca University. His previous position was with the Medicine Hat Tigers of the Western Hockey League. Mr. Hunter was principally involved with all aspects of the sales cycle to generate new corporate partners for the WHL team. As part of his MBA work, he was also involved with the Red Deer Rebels WHL club, creating a Franchise Development Plan in 2019.
Previous to his tenure with the WHL, Robb was the Director Business Operations for the Bonnyville Junior A Pontiacs of the AJHL from 2017 to 2019.
He managed all operating budgets, lead all the team marketing and sponsorship initiatives, and was heavily involved in game-day activities for the Pontiacs.
Robb also was the co-chair for the World Junior A Challenge in 2016 and 2018. He oversaw the committees and volunteers as well as spearheaded the strategic planning and bid application while also assisting in fundraising initiatives. Dean McIntosh of Hockey Canada remarked; “Through his exceptional leadership, Robb was instrumental in bringing the WJAC to his community. These abilities shone as he recruited and managed a diverse Host Organization Committee. Robb provided a clear vision, direction, and innovative solutions to successfully execute the event.”
Previous to his hockey endeavours, Robb was the News and Sports Director for Kool 101.3 FM for eight years and also worked as the Director of Marketing for 5 Star Restaurant Group, both out of Bonnyville, Alberta.
Robb is passionate about hockey, marketing, and fostering meaningful partnerships. He resides in Nanaimo with his wife and seven-year-old daughter.
Contact Robb:
https://www.linkedin.com/in/robb-hunter-mba-05b407a1/
(780) 826-8785
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-robb-hunter-visionary-leader-and-innovator-in-the-business-and-hockey-sector
Wedge enables candidates to show their true selves. In addition to Wedge, he is the host of The Matt Baxter Show, a podcast focused on purpose, passion, and calling.
A serial entrepreneur since the age of 15, Baxter owned and operated Stony Pointe Lawn Care for over 6 years, before selling the business in July 2015. He is a graduate of Hope College.
Learn More: https://competitivewedge.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-matthew-baxter-ceo-of-wedge-the-one-way-recorded-video-screening-tool
In the words of Tony Robbins: “Mike is an extraordinary man. He’s brought me insights on how to reach people on the Internet that are so valuable. This is a man you should deal with. Take advantage of what he has to offer.”
Mike is known for being a media master who knows how to help his international clients get attention, create premium brands, and elevated status in days.
Serial Entrepreneur, Angel Investor, Judge on Entrepreneur.com’s “Elevator Pitch” TV show, 13-Time Bestselling Author, co-host of the “Capability Amplifier” podcast with Strategic Coach founder, Dan Sullivan and “The Big Leap” with business sage and NYT bestselling author, “Gay Hendricks”.
Mike has had four business exits, two to publicly-traded companies. His first, Digital Cafe, one of the first digital marketing agencies in the world, sold to IPG, The Interpublic Group. His two SaaS companies, Traffic Geyser, and Instant Customer were sold to a publicly-traded company. His most recent was You Everywhere Now to a private buyer.
Learn More: https://www.mikekoenigs.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-koenigs-serial-entrepreneur-angel-investor-bestselling-author-co-host-of-the-capability-amplifier-podcast
Nathan co-founded FreeeUp.com in 2015 with an initial $5,000 investment, scaled it to $12M per year in revenue, and was then acquired in 2019.
Today, Nathan is a co-founder of Outsource School, a company working to educate entrepreneurs on how to effectively hire and scale with virtual assistants through formulas and playbooks.
Nathan has appeared on 300+ podcasts, is a social media personality, and loves sharing advice on scaling remote businesses.
Learn More: https://www.outsourceschool.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-nathan-hirsch-expert-in-remote-hiring-and-co-founder-of-freeeup-and-outsource-school
Having an extensive real estate background, knowledge, and experience that started very early growing up in a real estate family where his father was a general contractor for over 80 custom homes including being selected as a preferred home builder by Inland Real Estate. In addition, learning from his father who had over 30 house flips, owning multi-family apartment buildings, parcels of land, manufactured housing communities, as well as owning and managing a few residential real estate offices in the suburbs.
Jonathan previously served as the President of the Midwest for Yale Realty and Capital Advisors. Yale is the preeminent boutique Manufactured Housing brokerage firm in the United States where the team of 5, had completed 2 Billion in closed brokerage real estate transactions and evaluations in this niche sector. He pivoted to acquiring these assets with accredited investor capital as the fund manager at Midwest Park Capital, a mobile home park real estate fund.
Midwest Park Capital is a private real estate investment firm providing accredited investors with exclusive access to high yield investment in the mobile home park vertical. Our fundamental strategy is to assemble a diversified portfolio of low risk, high cash flow mobile home park assets with the goal of delivering capital preservation consistent quarterly cash on cash income paired with equity growth. To see our PPM go to https://MidwestParkCapitalFund.com
Jonathan is the Founding Director of Revenue Ascend, a digital marketing agency which was selected as one of Chicago’s most inspiring stories by Chicago Voyage Magazine. We are trusted by small businesses using our powerful lead generation & conversion systems, omnipresence and intent-based branding, marketing automation & follow up, dynamic call tracking, detailed analytics, along with our unmatched client support. We handle it all. To learn more https://RevenueAscend.com
Jonathan understands the value of first impressions and was selected by the prestigious Crain’s Chicago Business and Fox News TV as one of the best dressed Chicagoans. He was selected by Habitat for Humanity Youth Board as one of the top social media influencers in Chicago. Wanting to create more value on better and more favorable negotiations to his clients, he attended the program on negotiation for senior executives at Harvard Law School. Considered a trusted resource for real estate information as he is quoted in national articles for Wall Street Journal, Huffington Post and local media. He was one of 12 selected to speak on stage at the Manufactured Housing Institute National Congress and Expo 2020 in Las Vegas which included speakers Dr. Ben Carson (former Presidential Candidate) and the National Secretary at HUD and Warren Buffet’s, Clayton Homes CEO. Recently, he was selected to Forbes magazine as the real estate council contributor. Jonathan’s core principals are built on the highest levels of honesty, integrity, and transparency.
In his spare time, Jonathan gives back to local charities and has sat on numerous board of directors of 100% nonprofits including; the Chicago Culinary Museum and Chefs Hall of Fame for 5 years. Also, he was one of 99 selected members in the most exclusive culinary invite-only society in the country, the Les Amis D’ Escoffier Society of Chicago. In addition to throwing Brownie Bash, which is an annual fundraiser for homeless dogs which raises thousands of dollars per year while finding homeless dogs new forever homes.
Before real estate, Jonathan was the Number 1 sales producer in the United States out of over 9,000 associates at women’s clothier, bebe. Setting many records including first in companies 33-year history to sell $1.5 million in a single year. In addition to being on corporate videos, Jonathan received the most positive complimentary letters written about him in the companies history.
Learn More: www.RevenueAscend.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathan-tuttle-investor-speaker-upcoming-author-founder-of-revenue-ascend
Margy and her business partner Jessica lead an in-house staff of 23 employees in their Rhode Island office, and have successfully scaled the agency to 7 figures.
Margy joined the company in 2016 as a contractor, becoming the first employee in 2017 and equal co-owner by 2018. She has helped to quickly scale the business by designing and implementing systems to increase revenue, streamline operations and achieve the highest quality client experience. Margy has taken on a creative role in the agency as well, co-hosting and producing podcast and video content for the company.
Learn More: www.interviewconnections.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-margy-feldhuhn-co-owner-of-interview-connections-the-first-and-leading-podcast-booking-agency
John graduated from the University of California, Berkeley with a degree in philosophy then discovered a groundbreaking approach to personal inquiry by applying a European psychological approach into field application involving hundreds of sales prospects.
By recognizing the symbolic clusters that surround his clients, including the words they use, he was able to discover their inner life-long motivation or as he calls it, a Life Theme.
John’s method accesses the four major Virtues of Humanity Love, Justice, Wisdom, and Power. Each one of us has all four but only one of the four is the main focus of our life.
Find out which of the four is your Life Theme by doing to John’s website http://www.www.johnvoris.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-voris-on-the-simple-hack-for-a-college-bound-student-to-save-tens-of-thousands-of-dollars-in-wasted-tuition
Jonathan is a masterful business coach and business strategist specializing in guiding next-generation leaders of family businesses to scale up their business as they take control of the leadership and ownership of the family business. Jonathan left New York for California at age 20 after his family’s large, privately-held men’s apparel manufacturing company—started by his great-grandfather—sold to a conglomerate in its third generation of family ownership. Within ten years, Jonathan had established himself as the go-to expert for entrepreneurs looking to find their version of freedom.
Today, Jonathan brings thirty years of experience to his work coaching, consulting, training, financing, and guiding entrepreneurial and family businesses.
Learn More:http://TheGoldhillGroup.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathan-goldhill-business-coach-and-strategist
She is the author of 4 Best Selling books including Get Noticed…Get Referrals (McGraw Hill) and co-author of Guerrilla Publicity and Networking Magic.
Her latest book, Profit of Kindness went #1 in four categories. Jill is a master strategist on how to position your business for more profitability and more visibility in the marketplace.
She is CEO of a strategic consulting firm and has over 25 years of experience working with over 100,000 people plus national and international media. Jill teaches a virtual Publicity Crash Course, and consults and speaks all over the world.
She also helps authors to create book deals with major publishers and agents, as well as obtain foreign rights deals.
Visit http://www.publicitycrashcourse.com and http://www.jilllublin.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jill-lublin-4-best-selling-author-international-speaker-on-radical-influence-publicity-networking-kindness-and-referrals
Chelsea Martin is the Co-Owner of Noms Bake Shop, the industry expert in the art of convenient corporate gifting that leaves a lasting impression.
In the noisy world of gift-giving, Noms Bake Shop makes you the hero, providing a solution to gifting by cutting through the clutter and delivering a premium twist on traditional baked goods in a highly personalized way that’s easy to order. Chelsea and the Noms team specialize in making sure you and your company make a lasting impression on past, current, and future clients with premium customizable packaging and delicious cookies that will actually be enjoyed.
Chelsea lives in Scottsdale, Arizona with her husband Trevor and their two dogs. Prior to founding Noms, she attended Arizona State University and University of Southern California. Chelsea has extensive experience in marketing and real estate and is passionate about helping companies impress, retain, and grow their customers and client base.
Learn More: https://www.getnoms.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chelsea-martin-co-owner-and-ceo-of-noms-bake-shop-industry-expert-in-the-art-of-corporate-gifting
Shane Foss built himself into the business leader and innovator he is today through more than 20 years of tenure as an executive in the medical industry. With humble beginnings at the University of the Incarnate Word, Shane
would go on to earn an MBA from Rice University with lessons that would last him a lifetime.
A veteran of the United States Airforce, where he completed a Surgical Technologist Certificate, Shane would use his love of medicine to fuel his venture into the private sector.
Placed in notable leadership roles such as the Chief Commercial Officer of ProNerve, The Chief Financial Officer of EmployerDirect Healthcare, and Partner at Castle Development Group, he’d work to negotiate complex, multimillion-dollar contracts, work in device sales management, create business strategies, and optimize P&L before starting his own business targeting affordable healthcare named Hooray Health.
At Hooray, Foss and his team focus on offering peace of mind to lower-income individuals and families who face medical challenges, while also providing business owners with an affordable way to reward and retain employees.
Learn More: https://hoorayhealthcare.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shane-foss-founder-and-ceo-of-hooray-health
Under her leadership, since she launched the agency in 2014, Obviously has become the global standard of influencer marketing by providing the best full-service client experience, managing the complexity and scale of influencer work, and using data analysis to inform all strategies.
With thousands of campaigns under her belt, Mae is a recognized expert on the influencer industry and has been widely quoted in the press, appearing in publications such as the New York Times, Wall Street Journal, Financial Times, NPR, CNBC, and the Washington Post.
Obviously’s clients include iconic brands such as Amazon, Ulta, Lyft, Google, Coca-Cola, and Hasbro, and in 2019, Mae won both the Campaign Female Frontier Award and the Adweek Fastest Growing Agency award. Before founding Obviously, Mae directed social media for Gilt City, part of Gilt Groupe, and oversaw social execution for clients such as Bravo, UGG, and Coca-Cola with the agency 360i.
Mae graduated from the University of North Carolina at Chapel Hill with a Bachelor’s in Philosophy. She lives in Manhattan and loves anything that has to do with a Corgi.
Learn More: http://obvious.ly
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mae-karwowski-founder-and-ceo-of-obviously-a-leading-global-influencer-marketing-agency-and-technology-platform
John graduated from the University of California, Berkeley with a degree in philosophy then discovered a groundbreaking approach to personal inquiry by applying a European psychological approach into field application involving hundreds of sales prospects.
By recognizing the symbolic clusters that surround his clients, including the words they use, he was able to discover their inner life-long motivation or as he calls it, a Life Theme.
John’s method accesses the four major Virtues of Humanity Love, Justice, Wisdom, and Power. Each one of us has all four but only one of the four is the main focus of our life.
Find out which of the four is your Life Theme by doing to John’s website www.johnvoris.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/john-voris-founder-of-authentic-systems-is-your-college-bound-student-too-intelligent-and-being-held-back-from-massive-opportunities
Emerge works with companies to improve operational agility and customer experience. For more than two decades, Jonathon has helped startups, Fortune 100 brands, technology leaders, large regional health networks, non-profit organizations, and more, transform their businesses by turning strategy, user needs, and new technologies into valuable digital products and services. Jonathon writes and speaks about his experiences and insights from his career, and regularly hosts in-depth interviews with business leaders and industry insiders. He lives in the Pacific Northwest with his wife and two boys.
Originally from Silicon Valley, Jonathon got into the digital product space inspired by the incredible people developing new technologies all around him and the possibilities they unlocked. This fueled his curiosity to understand how technology transforms the ways in which people live and work.
That curiosity continues to drive him today, as he works to help businesses harness technology. His work focuses on helping leaders define the value they want to create in a succinct and tangible way; where to focus, why, and what it will take to achieve that outcome.
His favorite part is going beyond the idea and mapping how you bring together people, data, and processes so that clients can succeed.
Learn More: www.emergeinteractive.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jonathon-hensley-co-founder-and-ceo-of-emerge-a-digital-product-consulting-firm
John graduated from the University of California, Berkeley with a degree in philosophy then discovered a groundbreaking approach to personal inquiry by applying a European psychological approach into field application involving hundreds of sales prospects.
By recognizing the symbolic clusters that surround his clients, including the words they use, he was able to discover their inner life-long motivation or as he calls it, a Life Theme.
John’s method accesses the four major Virtues of Humanity Love, Justice, Wisdom, and Power. Each one of us has all four but only one of the four is the main focus of our life.
Find out which of the four is your Life Theme by doing to John’s website www.johnvoris.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-john-voris-founder-of-authentic-systems-on-the-hidden-driving-force-in-the-personality-of-your-college-bound-student
Rick’s career has spanned several decades and seen him lead Canadian divisions for multi-nationals based in Japan (Matsushita Group), France, (Schneider), USA (Emerson), and Germany (Phoenix Contact).
More recently, Rick is the founder of Peak Performance Leadership Services.
Rick is a sales and leadership executive who combines strong mentoring skills along with coaching tactics with real-world knowledge and experience to assist individuals and organizations alike to PUNCH through their growth ceilings and reach their full potential!
Rick’s extensive background in transformational sales growth strategies, execution, and team building has driven needed change in small to large organizations, including creating winning sales processes, focused on consultative and relationship-based selling.
Rick is the best selling author of Reinvent Yourself. In this revolutionary self-help guide, the author Rick Denley, a global transformational growth coach, catapults you towards conquering any mess, movement, or mission you are on, through self-reinvention.
Rick is a keynote speaker, having spoken on stages around the world. Some of his keynote talks include:
• Reinvent Yourself!
• Leadership Your Way
• Evolution of the Customer
• Selling 2.0.
Rick believes in giving back and has worked for several years to raise awareness and funds to help cure cancer, including participating in fundraising walks, Conquer Cancer Niagara Ride, and most recently Rick devoted many hours per week for eight months training for to become an amateur fighter and participate in his first bout at the Fight to End Cancer gala event raising over $1M for cancer research and treatments for the Princess Margaret Hospital, a top five in the world cancer facility.
Rick lives in Toronto. He has two adult sons whom he coached in competitive hockey for many years with them reaching the ranks of University and Jr A levels of competition. They currently live independently in Toronto with their own careers in music and social work.
The best selling author, advisor, speaker, mentor, leader, and coach.
Learn more about Rick and Peak Performance Leadership at www.rickdenley.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-rick-denley-founder-of-peak-performance-leadership
Ayal has 20 years of experience in the enterprise security market, serving most recently as VP of Product Management at SafeBreach. Prior to that, he led the Umbrella product management team at OpenDNS, which was acquired by Cisco in 2015 for $635M. Ayal has also held senior product management positions at Lookout and Imperva, and he was part of Imperva’s IPO in 2011.
Ayal holds an MBA with honors from UC Berkeley Haas School of Business and a B.Sc. Summa Cum Laude in Electrical Engineering and Computer Science from Tel-Aviv University.
Learn More https://www.anjuna.io/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ayal-yogev-ceo-and-co-founder-at-anjuna-security-who-closes-long-existing-enterprise-data-security-gap
Applying machine intelligence to help teams in relationship-driven industries manage their most important source of opportunity – their professional networks.
When he’s not doing that, you can usually find him lifting weights, reading books, or eating BBQ.
Learn More: http://www.4degrees.ai
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-ablorde-ashigbi-founder-ceo-of-4degrees
Mia has co-owned and operated seven-figure businesses, is an international speaker, and a world-class business coach.
Mia is the founder of Aligned Intelligence™, a methodology that removes all blind spots, fear, anxiety, and self-doubt. Simply put, Mia is a Business coach that heals trauma.
Meaning, she helps purpose-driven entrepreneurs who know they are “Meant for More” stop secretly struggling with self-doubt and anxiety so that they no longer fear others
opinions or judgments, and know how to stay in their power, thereby creating Wealth the easier- faster way.
Learn More: www.MiaHewett.com
Get a free copy of her book at: http://www.miameantformorebook.com (password Freebook)
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mia-hewett-founder-of-aligned-intelligence
Award-winning marketer Margie Agin helps B2B technology companies discover what makes them unique and find the words to say it. She is author of Brand Breakthrough: How to Go Beyond a Catchy Tagline to Build an Authentic, Influential and Sustainable Brand Personality.
As both an external strategist and in-house marketing leader, Margie has helped companies in the cybersecurity, communications, EdTech, and software industries distill complex topics into content and campaigns that drive action.
She has built and led teams through times of rapid change, launch and relaunch brands, and created sustainable marketing programs that prioritize the customer experience.
Before launching Centerboard Marketing, Margie led demand generation efforts for the education technology company Blackboard and digital marketing for video conferencing leaders Tandberg and Cisco. She also taught content marketing and web writing at Johns Hopkins University.
Margie completed her undergraduate work at Tufts University and earned a Master’s degree from American University.
Learn More: www.centerboard-marketing.com
and www.brand-breakthrough.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-margie-agin-founder-and-chief-strategist-of-centerboard-marketing
We work with creative firms worldwide in a coach-led program designed to help you build sales and marketing infrastructure, bring new depth to your expertise and shift the power in the buy sell relationship away from the client to you and your firm.
You will be empowered to let go of the crutches of the pitch, the presentation and the written proposal. You will become more ruthless in your behavior while still being kind in your words.
We guide you to unlearn all of the bad “best” practices of agency business development.
Learn More: http://winwithoutpitching.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-shannyn-lee-director-of-coaching-for-the-win-without-pitching-business-development-training-program
His global team of Certified Strategy Sprint coaches do only one thing: Double the revenue of service-based businesses in 90 days.
Simon also teaches Growth Strategy in select business schools. And hosts the Strategy Show podcast.
Giveaway-A free 45 minutes bottleneck analysis for the first 30 listeners who visit strategysprints.com/sales
Learn more: www.strategysprints.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-simon-severino-ceo-of-strategy-sprints-europes-leading-remote-growth-advisory
Buying or Selling Real Estate should be a satisfying experience. The technologies we have today are incredible & the overall process is significantly enhanced when working with an agent who is diligent, knowledgeable, and concerned about taking care of your individual needs.
A Bit About Me:
I was born and raised in Northern California and called the Bay Area ‘home’ for over 35 years. From a young age I developed a love for architecture and design. I can vividly remember the undeniable character found throughout my grandparents home, which was fondly known as “The Oaks House.” Every room home had such charm and warmth. That amazing home, and all the people it served, set the foundation for what my idea of a “dream home” would become.
Years later, after earning my BA degree in design, I spent a decade working as a Kitchen and Bath designer and managing the studio staff. I had the pleasure of working with many clients, from every walk of life, designing unique kitchens and baths that fulfilled their individual objectives. By discussing each client’s particular needs, and truly understanding their lifestyle & budget, I was able to pave the pathway that turned their dreams into reality.
After marrying my high school sweetheart we’ve had the pleasure of raising an amazing son who keeps our schedules busy with the many activities he enjoys;
Including travel baseball, drums, & bass guitar. Our family has resided in Broomfield, CO since 2017 and we truly enjoy our time together whether traveling, attending sports events, watching movies, taking leisurely bike rides, eating good BBQ food or simply hanging out around a campfire with our Wirehaired Vizsla.
How Can I Serve You?
I believe that one’s background & overall life experiences become the foundation in which we can help one another. My journey not only led me to where I am today (Hello, Beautiful Colorado!) but it also remains an important aspect to helping you obtaining your goals too.
Once we have a chance to meet you will quickly see that generating sales or hitting target numbers simply aren’t the end game for me. My objective, whether working with 1 client or 100 clients, is to provide each client with the highest level of service and to truly understand their personal goals, needs, and their dreams.
A good Realtor® should not only become your proponent but rather someone who will defend & protect your interests, negotiate to your advantage, oversee inspections, and administer all the necessary paperwork from start to closing.
This is where my professional skillsets will help you and why our paths have crossed!
Strong Foundations
I specialize in communities around the Northwest Metro Area including; Broomfield, Westminster, Boulder, Erie, Longmont and Denver. After earning the 2018 Keller Williams “Rookie of the Year” award I’ve been honored to continually receive repeat business and personal referrals. Gaining my clients
trust and earning 5-star reviews is the greatest feeling of all, as that tells me I’m doing a job well done!
A strong foundation begins at home & I’d love to help you expand your ‘Structural Roots’ this year.
Please contact me so we can discuss your Real Estate needs.
Learn More: http://trinityteamrealestateco.com/
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-alissa-mesnickow-with-trinity-team-at-keller-williams-preferred-realty-north-denver-metro-realtor
Dr. Setty is a physician entrepreneur. He did his training in Anesthesiology at the Johns Hopkins Hospital. Since then, he practiced as an Anesthesiologist in Baltimore. He was an advocate as the former president of the Maryland Society of Anesthesiology.
Since 2017, Dr. Setty has devoted time to creating Patient Premier, a company focused on patient empowerment, communication and education through health data.
Pain Scored, their first application, allows patients to document their pain story in a way that communicates the benefit and harm of therapy.
With this remote connection, critical in this time of physical isolation, we are able to maintain care and provide a new revenue stream for physicians.
As a company, our journey from inception to funding and ongoing development is one of fits and starts and triumphs and on going trials….. but we remain true to our mission to reduce the information and knowledge gap between patients and providers.
Learn More: https://PainScored.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-amar-setty-co-founder-of-patient-premier-featuring-painscored
Chala is a Marketing Strategist who helps professional service companies change their messaging to attract more decision makers. In her former life, Chala was an award winning marketer at companies such as Pepsi, Pizza Hut, Frito Lay, Diageo, Playtex and BIC Inc for 20 years.
Now she’s a marketing consultant, the author of Gentle Marketing: A Gentle Way To Attract Loads Of Clients, and How To Win Friends the Way Apple Wins Customers. In addition, Chala is a regularly featured expert on major television networks such as ABC, NBC, CBS, Fox, as well as a popular speaker at International conferences.
Having been a purchaser of services in her role as a marketing manager for Tier 1 corporations for decades, Chala is able to help professional service providers to break through the competitive landscape and to get through to the corporate decision makers faster and in a more relevant way.
This, in turn ensures a consistent and sustainable lead pipeline as well as a marketing plan that enables accelerated growth.
Chala’s true passions are her personal choice for the most adorable kid in the world, her son Logan, and Scuba diving. Bootcamp workouts and her Kindle addiction also keep her busy.
Learn More: www.repositioner.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chala-dincoy-ceo-and-founder-of-the-repositioning-expert
Building great organizations where people can contribute their best. Simple to describe, yet difficult to achieve and the reason why Sean Ryan founded Whitewater International Consulting, Inc.
Sean’s passion and drive focuses on helping organizations engage everyone to perform their best and deliver outstanding results. Sean’s unique combination of being both a highly-respected leader inside organizations and world-class outside consultant, make Sean one of today’s most sought-after leadership consultants, speakers and (soon-to-be published) authors.
For more than 30 years, Sean has challenged the thinking of individuals and organizations; developed and executed innovative consulting tools, processes and leadership education that enable his clients’ success; and provided a unique perspective that challenges his clients to be their best. Sean has helped hundreds of clients to obtain the razor-sharp leading edge required to rise above in today’s ever-changing business environment.
What sets Sean apart? His vast experience helping companies like Perrier Group of America, Nucor and FedEx Supply Chain to succeed while undertaking challenging cultural transformations.
After graduating from Georgia Tech with a degree in Civil Engineering and later obtaining an MBA, Sean rose through the ranks of leadership at PG&E where he first observed how leaders could better lead in large, complex organizations. Sean completely restructured Georgia’s Callaway Gardens Resort, while acting as their COO, to create positive cash flow and guest experiences in just 18 months. As VP of Learning and Organizational Development for Perrier, he created a phenomenal team, culture, and processes that enabled the company to achieve dramatic growth (realizing a nearly $2 billion increase in sales) while competing against the best beverage companies, including Coca-Cola and Pepsi, in the world.
As a writer and speaker, Sean is keenly aware of the powerful way words can engage, inspire and inform people. His passion for transformation and change, his warmth and natural ability to put people at ease, combined with a wicked sense of humor, make Sean an unforgettable presenter.
When not on the road for business, Sean enjoys spending time with his wife and son. Sean is also an active board member with Fundy Gymnastics. When time and his knees allow, he enjoys spending time in the outdoors with plenty of skiing, boating, golfing and biking.
Learn More: www.wwici.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-sean-ryan-founder-of-whitewater-international-consulting-inc
Laura Gale got her start as a publicist for Hachette, a global publishing house, and worked on projects like the Twilight phenomenon, JK Rowling’s post-Harry Potter publications, and the personal memoirs of Michael Palin, Nelson Mandela and Tina Fey.
She started Laura Is Writing to help entrepreneurs to write, publish and market books that transform their businesses and leave a legacy they’re proud of.
She has ghostwritten over 15 books and has helped dozens of authors to edit and market their books.
Laura is also the author of ‘How To Write This Book: Write, Publish and Market Your Business Bestseller’ and ‘Content That Converts: How to Build A Profitable and Predictable B2B Content Marketing Strategy’. Both books were bestsellers in Amazon’s Marketing category for several months. She is also the co-host of the Business of Writing Podcast.
Learn More: www.lauraiswriting.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-laura-gale-author-of-how-to-write-this-book-write-publish-and-market-your-business-bestseller
Mike Goldman is an award-winning leadership team coach and the #1 Amazon bestselling author of two books, Breakthrough Leadership Team and Performance Breakthrough.
He speaks internationally to groups of business leaders, such as the Young Presidents Organization (YPO) and the Entrepreneur’s Organization (EO).
During his 30+ year coaching and consulting career he has worked with clients including Disney, Verizon, CHANEL and Polo Ralph Lauren.
His insights have been featured in Forbes and Chief Executive Magazine and he is widely regarded by CEO’s as the expert on building great leadership teams.
As a coach or speaker, Mike is on a mission to help CEO’s grow their business and have more impact while creating a more engaging, fulfilling environment for their team using his Breakthrough Leadership Team approach.
Mike is a life-long learner. In fact, he often tells his clients that he if he’s gone ninety minutes without recommending a book, they should dial 911 because he might be having a stroke.
Learn More: https://www.mike-goldman.com/
Free assessment: https://www.breakthroughleadershipteam.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-goldman-leadership-team-coach-and-author-of-breakthrough-leadership-team
Traci believes that entrepreneurs and businesses can change the world, and her mission is to support them along the way. She’s passionate about helping these business owners build/grow their brands so they can better focus on providing value to their customers and positively impacting the world.
Along with 25 years of sales and marketing experience, Traci is blessed with an uncanny ability to take another company’s mission, vision, and message, and get it in front of the right people at the right time through authentic, meaningful marketing in today’s digital marketplace.
Traci’s superpower is her ability to identify each client’s ideal strategy in her mind’s eye, and then map it out in a smooth, simple way.
Traci is certified in all things related to Instagram and Facebook Ads (she currently manages nearly $4 million in ad spend), and she was recently a contributing author for bestseller The Ultimate Guide to Facebook Advertising (3rd edition).
She is also the co-host of The Social Media Marketing Happy Hour podcast, where she is a valuable resource for listeners seeking help with social media traffic and advertising strategies.
Learn More: http://www.divinesocial.com/IE
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-traci-reuter-founder-ceo-of-divine-social
Brian J. Greenberg, aka The Salesman Who Doesn’t Sell, has founded businesses in e-commerce, marketing, and financial services. He has generated over 50 million in revenue from his businesses and collected over 10,000 reviews and testimonials from customers. Brian is the founder and president of True Blue Life Insurance, Quoteplicity, and Insurist, whose mission is to be transparent, honest and helpful to their customers without ever bugging or pushing them. Brian also runs e-commerce websites at Touchfree Concepts and Wholesale Janitorial Supply and is the chief marketing officer for Love Fitness and You. Influential Entrepreneurs listeners can download my audiobook and book on pdf for free.
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-brian-j-greenberg-author-of-the-salesman-who-doesnt-sell
David is a relentless champion of organizational talent. He invests in people.
In working collaboratively with clients, he decreases the distance between them and their next success.
He has a depth of experience working closely with global, senior executives to build the skills that inspire others to align and win during challenging times.
David’s talent development is grounded in his experience as a senior human resources executive and management consultant in a variety of organizations
and settings. He combines both art and science in his approach to problems.
During more than a decade with The Walt Disney Company, David held a variety of executive positions with increasing responsibilities across several global, operating segments.
He is currently the President of Potential Selves, a leadership development corporation focused on Executive Coaching and Team Effectiveness.
David is a member of Forbes Coaches Council, has been published in Forbes online and has appeared on ABC, NBC, CBS and Fox networks as a speaker on leadership development and success.
Learn More: www.potentialselves.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-yudis-founder-president-of-potential-selves
Christian Muntean has helped hundreds of businesses rapidly grow, increase profitability and expand impact. He primarily works with entrepreneurial and fast growth business leaders who are looking to scale up or exit.
As an executive coach and consultant, he has helped many new CEO’s successfully launch.
Additionally, he is a Certified Exit Planning Advisor (CEPA.)
Christian lives in Anchorage, Alaska. He and his wife have three active children. In his spare time, he teaches a strength & conditioning class and practices Brazilian Jiu Jitsu.
Learn More: www.christianmuntean.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-christian-muntean-author-of-the-successful-new-ceo
Guillermo Cornejo is the immigrant founder and CEO of Riders Share, which he launched while completing his MBA at the UCLA Anderson School of Business, where he attended under a full scholarship. He originally started this company while working as an Analytics Manager 2 for Hyundai’s finance arm. Prior to that, he was a Sr. Analyst for General Motors Financial and an analyst for Nissan Motor’s finance arm. Originally from Peru, Guillermo holds Cum Laude degrees in Economics and Political Science from Texas Christian University.
Learn More https://www.riders-share.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-guillermo-cornejo-founder-and-ceo-of-riders-share-the-largest-motorcycle-sharing-platform-in-the-world
He was a partner at Jerusalem Venture Partners Media Labs (www.jvpvc.com) for over 12 years – JVP is one of Israel’s leading venture capitals with an impressive track record of IPO’s on NASDAQ and M&A’s to large leading multinationals.
Adoni served on the board of several high-tech companies, both early and late stage. Prior to joining JVP, Uri was the CEO of MSN Israel (Microsoft Networks) and was one of Israel’s new media pioneers.
In his military service at the IDF (regular and reserve) he was an officer (major) and served as a commander of a combat unit. He regularly addresses delegations from around the world in Israel, and has been a keynote speaker, panelist, and judge at high-tech conferences in the U.S., Germany, Brazil, Argentina, Belgium, Switzerland, and Ireland, among other places. Adoni is a highly visible ambassador for Israeli high-tech and is also an angel investor, investing his own capital in early stage startups.
He recently departed from JVP to join a U.S.-based real estate entrepreneur who is developing a new and innovative approach for building local high-tech ecosystems and communities across the U.S.
Learn More: www.theunstoppablestartup.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-uri-adoni-author-of-the-unstoppable-startup-mastering-israels-secret-rules-of-chutzpah
Anna empowers the next generation of global leaders to reclaim their energy.
As a broke art major, she started her first business as a financial planner grossing six figures by age 25.
Burned out from the hustle and grind, she pursued energy mastery becoming martial artist, yoga instructor, and brain education leader now helping high achieving business leaders shift their energy, lead with emotional resilience, and energize daily flow for themselves and their teams.
If you’re interested in growing in flow, learn more at www.annasunchoi.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/anna-s-choi-business-energy-coach-tedx-speaker-and-forbes-author
Erik Swanson International Keynote Speaker and Founder of Habitude Warrior
As an award winning International Keynote Speaker, #1 National Best- Selling Author in 5 different categories of success & a Habits & Behavioral Coach, Erik Swanson is in great demand around the world!
Speaking on average to more than one million people per year, and honored to be invited to speak to Business and Entrepreneurial school of Harvard University as well as joining the Ted Talk Family with his latest Tedx speech called “A Dose of Awesome,” Erik is both versatile in his approach and effective in a wide array of training topics.
You can easily find Erik sharing stages with some of the most talented and famous speakers of the world, such as Brian Tracy, Nasa’s Performance Coach Dr. Denis Waitley, from the book & movie ‘The Secret,’ Bob Proctor, Jack Canfield, John Assaraf, Millionaire Maker Loral Langemeier, Co-Author of ‘Rich Dad Poor Dad’ Sharon Lechter, Legendary Motivator Les Brown, among many others!
Mr. Swanson has created and developed the super popular Habitude Warrior Conference which has a 2-year waiting list and includes 33 top named speakers, all in a ‘Ted Talk’ style event which has quickly climbed as one of the top 10 events not to miss in the United States! Erik’s motto is clear: “NDSO!” No Drama – Serve Others!
Learn More: www.HabitudeWarrior.com
www.freeawesomegift.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/erik-swanson-international-keynote-speaker-and-founder-of-habitude-warrior
Like most entrepreneurs, Jim Muehlhausen has an eclectic background ranging from CPA, franchisee, attorney, business owner, consultant, franchisor, public speaker, university professor, and book author.
While still attending the Indiana University School of Law, he became the youngest franchisee in Meineke Discount Muffler history (1987-1991). After successfully selling that business, Jim founded an automotive aftermarket manufacturing concern.
During his 9-year tenure with that business, the company achieved recognition from Michael Porter of the Harvard Business School and Inc. Magazine in the IC 100 Fastest-Growing Businesses.
About twenty years ago, he found his true passion, serving as a consultant, business coach, and advisor to hundreds of businesses. He has conducted 10,000+ one-on-one consulting sessions with business owners around the globe.
He has written two well-regarded books, The 51 Fatal Business Errors and How to Avoid Them, and Business Models for Dummies, and has contributed to publications such as Inc., The Small Business Report, Entrepreneur, BusinessWeek, and various business journals.
Jim has now turned his attention to the problems facing aging business owners. By studying thousands of business owners, collecting their best practices, and augmenting them, Jim created the Half-Retire Blueprint.
This step-by-step process helps business owners create a profitable alternative to selling their business via Half-Retirement. This trademarked system is outlined in Jim’s upcoming book Don’t Sell Your Business Half-Retire: A New Exit Strategy for Business Owners.
Learn More: www.halfretire.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jim-muehlhausen-ceo-of-ceo-focus-author-of-dont-sell-your-business-half-retire-a-new-exit-strategy-for-business-owners
They empower leaders around the world to be BOLD, Excuse-Proof and and Goal-Crushing.
Kim started her career in sales @ a fast growth technology firms where she was quickly promoted to executive leadership where she was able to make big impact. She pioneered divisions from dollar zero to millions many times and held responsibility for P&Ls up to $1B. Her career spanned several Fortune 500 technology companies including Adobe, CDW, Insight Enterprises, and US Cellular.
The BOLD Leadership and Success model she created removes the focus from weakness-fixing to taking each leader’s unique talents and turning them into strengths. She partners with companies around the globe to develop leaders and high performing teams through comprehensive development programs, group coaching, and 1:1 executive coaching.
Kim is an esteemed member of the Forbes Coaches Council and a frequent contributor on leadership and high performance teams. She was recently recognized by Vistage as Top Speaker for 2019.
Her new book titled; The Adventure of BOLD Leadership will be released later this year.
Learn More: www.aspirationcatalyst.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/kim-svoboda-ceo-of-aspiration-catalyst
Andrew Lee Miller, also known as @andrewstartups, is a Startup Marketer who’s been traveling the world working with early-stage companies for the past 15 years.
After driving growth for 3 multimillion-dollar startup exits, including a 500startups project in San Francisco, he became a fulltime growth consultant via his company GrowthExpertz.
Andrew’s specialty lies in helping companies scale efficiently in the early-stages with both growth coaching and remote consultancy. He’s written for INC magazine, StartupGrind, and StartupNation.
Andrew is also a prolific #DigitalNomad who in the last decade has visited, lived, and worked from over 70 countries.
Here’s the link to learn more: https://andrewstartups.mykajabi.com/
Here’s your exclusive 20% discount code: https://andrewstartups.mykajabi.com/offers/LEyiwCGp?coupon_code=MARKETINGHUDDLE
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-andrew-miller-founder-of-growth-expertz-startup-marketing-expert
ION Franchising is an industry leading franchise consulting and development group, that represents over 500 franchise brands & business opportunities within 90 categories.
Lance helps prospective entrepreneurs find their perfect franchise for FREE.
He also assists independent business owners in creating a franchise system.
Lance started out in the family business on Wall Street after receiving an economics degree.
He then joined a TGI Fridays franchise in Phoenix, AZ as a key executive and was vital to the rapid growth of this $225,000,000 organization.
Mr Graulich was a multi-unit, multi-state franchisee of Wingstop and Krispy Kreme Doughnuts. He has created countless start up brands and has become the industry leading donut expert.
He is the founder of a donut chain called Pinkbox in Las Vegas. His latest start up bakery project is with a Food Network star.
As a business start-up expert with more than 25 years of experience, he has served as President of various franchise advisory councils and boards advising emerging franchise brands.
He has helped a multitude of companies grow efficiently & effectively. Lance routinely provides advisory services to private equity firms covering the restaurant industry as well.
Learn More: www.ionfranchising.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/lance-graulich-founder-ceo-of-ion-franchising-the-leading-franchise-consulting-and-development-group
When Colorado beckoned, I answered the call. At 19 I left my hometown of Miami, Florida and headed west for an adventure. It didn’t take long to realize I had also found my home. It did, however, take me a few years to lay down my roots.
After returning to Florida to earn a BA from Florida State University, I made my way back to Colorado. Over the years I worked as a teacher with Denver Public Schools and Westwood College, wrote for real estate and B2B magazines, and raised two children. Before I earned my license, I became well-versed in the local market as an investor, flipping homes and acquiring rental properties with my husband.
In 2013 I became a licensed Realtor and joined Keller Williams, a company that I knew would provide me with the support and educational opportunities I needed to excel.
I joined The Trinity Team in 2018, and have been blessed to be a part of our dynamic group. Every day brings a unique set of opportunities and challenges, and my team is by my side throughout all of it!
I’m passionate about helping people, and real estate has been an incredible avenue through which to enrich the lives of others. I’ve been fortunate to work with a range of clients, from first-time buyers to savvy sellers and seasoned investors, and I’m always grateful for the chance to be a part of such a significant experience. As a bilingual agent I’m proud, too, to be able to assist Spanish-speaking clients in the real estate process. My father and my husband were born outside of the United States; it’s an honor to help others pursue the American Dream that my family has worked so hard to achieve.
Outside of real estate, I love spending time with my husband and two teenagers, along with our extended family. We enjoy traveling together (though road trips are hit or miss), as well as outdoor activities.
Learn More:
www.Trinityteamre.com
Contact
lalaena@trinityteamre.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-lalaena-gonzalez-figueroa-with-trinity-team-at-keller-williams-preferred-realty-north-denver-metro-realtors
Jenna Faye Madden is an international speaker, podcast host, retreat facilitator, contributor to the Forbes Coaches Council
She specializes in conscious leadership and business to help entrepreneurs activate deeper levels of leadership while amplifying their business profitability.
Learn More: http://soulmeetsstrategy.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-jenna-madden-ceo-of-soul-meets-strategy-and-the-new-earth-leadership-movement
Interview with Marc Cerniglia Owner of Spotlight Branding
Marc is passionate about helping professionals understand the truths and myths about internet marketing, and educating them on how to get the most out of their marketing efforts.
He is a proud graduate of UCF and earned his Master’s Degree in Business & Marketing
Learn More: www.spotlightbranding.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-marc-cerniglia-owner-of-spotlight-branding-law-firm-branding
David’s entrepreneurial journey begins back in his early 20’s when he sold Australia’s most love sporting ground, the Melbourne Cricket Ground. Since then, his business experience spans from franchising retail clothing stores, to founding one of Australia’s
most trusted digital agencies, melbourneSEOservices.com.
In 2016, he successfully systemised himself out of the business, hired a CEO and stepped back from the daily operations. Through this process he become a systems devotee – founding systemHUB™ & SYSTEMology®. Today, his mission is to free all business
owners worldwide from the daily operations of running their business.
Recognised as a high achieving entrepreneur, you will find many of David’s keynote presentations on YouTube including: TEDx, WordCamp and Problogger.
Learn More: www.systemology.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-david-jenyns-founder-of-systemhub-systemology
Anthony Garcia is an expert in sales training, recruiting, goal achievement and motivating salespeople to peak performance. As an 18-year veteran of sales, Anthony has achieved top accolades in direct sales, business to business sales and medical sales.
In his previous roles, he has trained and developed sales teams for Cutco Cutlery and Paychex. His experiences have included managing teams of highly compensating sales professionals, facilitate international training programs and launch products in new and emerging markets. As the author of the International Best-Selling book Catapulting Commissions, he provides strategies to get into the mental game of selling. Anthony has delivered numerous keynotes focusing on complacent sales syndrome, goal achievement and S.M.A.R.T.E.R. goal setting. His thoughts and opinions have been featured in Forbes, CNBC, FOX, and CBS. Anthony created his 1st business and built a team of over 100 sales reps at the age of 22 and has gone on to coach and mentor hundreds of top performing sales professionals whose accolades have been national rep of the year, rookie of the year and hall of fame.
Anthony is also the host of the Catapulting Commissions podcast where he discusses the complacency that robs people of their full potential and interviews some of the world’s top sales performers and entrepreneurs. Anthony is a sought-after speaker passionate about unlocking the high-performer lying dormant in every sales professional.
Learn More: www.anthonypgarcia.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-anthony-garcia-sales-trainer-and-author-of-catapulting-commissions
Wouldn’t it be nice to have a simple guide to help you understand the financial performance of your business? Imagine having an easy to use approach that lays out step by step what you need to do in order to stay on top of your financials and build a thriving business. That is exactly what Jeff Newkirk has developed in his REAR approach to financial management for business owners, executives, and organization leaders.
Review. Examine. Adjust. Revise and Realize. This simple approach tackles some of the most critical decisions that must be made in order to achieve a sustainable and thriving business. You must know and understand where you have been in order to prepare for a better future. While Newkirk provides the ins and outs of his REAR approach for improving financial performance, the concept can easily be transferred to other segments of the business and even your personal life.
R.E.A.R. Approach: Review. Examine. Adjust. Revise and Realize.
Put financial stress and anxiousness behind you with the REAR approach. Looking back to figure out how you got to where you are now is critical to determining your future.
Review the current state of your financial condition. Know the key financial outcomes of your business.
Examine every line item in your key financial statements to better assess the positive and negative sides of your financial equation. Dig into the detail. The positive side is the revenue and cash inflow needed for your business. The negative side, or expense and cash outflow need to be controlled for a sustainable business. Remember, not all revenue is equal. Neither are expenses.
Adjust your line items as needed. Meaning, tweak the details based on your examination of where you are at now. Once you adjust, you can put it all together. The future state of your business is going to be different than where you are now, or where you have been. That’s okay, it should.
Revise the financial projections and budget for your business to reflect where you are going. As a result, you will be able to Realize the fruits of your labor and enjoy a thriving business with an improved bottom-line.
Now, enjoy life. Don’t worry about the financials. The forensic financialist has it covered.
Learn More:
http://www.pemconsultinggroup.org
http://www.ForensicFinancialist.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-part-2-jeff-newkirk-ceo-of-pem-consulting-group-author-of-understandable-solutions-confessions-of-a-forensic-financialist
Sivonnia represents first-generation business owners, women, and professional athletes in business through education, support and guidance so that they can create sustainable business that will help them in securing and leaving a great legacy.
Like many in business, DeBarros had challenges. After several years of practice, DeBarros discovered that she was losing interest and her passion was no longer being ignited. To find her passion in hopes of allowing her to live her purpose through legal representation, DeBarros began thinking about who she was at her core.
She’s a first-generational lawyer and law business owner, woman in business and a former track and field Division-I College athlete.
From that moment, DeBarros knew she had to represent individuals engaged in business who fell within those categories since those particular classes of people are often left without necessary support and guidance.
Additionally, DeBarros is a public speaker, entrepreneur, and published author. She authored “The Foreign Sovereign Immunities Act: the Roadblocks to Recovery” published in Chicago-Kent College Of Law’s Seventh Circuit’s Review Law Journal, and recently published the new Children’s Book, “JoJo Learns About Credibility,” which is the first book of her new Children Series, “JoJo’s Legal Adventures.”
DeBarros released her first book, “What Are You Sporting About,” to educate aspiring, current and former professional athletes in business an Amazon, click here to buy.
To learn more about Attorney DeBarros, her firm or her publications, please visit www.sldebarros.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/sivonnia-debarros-principle-attorney-of-sl-debarros-law-firm-llc-interviewed-about-her-new-book-what-are-you-sporting-about
Today, communication is an art and science plus most of the first interaction with clients, and future prospects are on the media, phone, or email.
Body Language, Micro-Expressions, Linguistic, and Face reading can make a big difference in the process of building rapport with clients and co-workers, as expedite the trust cycle.
Susan has 28 years of experience using behavior to apply in sales, communication, negotiation, and everyday life.
Susan has trained, consulted, and worked with people and fields such as:
• Journalist & Producers.
• Politicians & political campaigns.
• Law Enforcement-Realtors.
• Lawyers.
• Market Research.
• Insurance Fraud.
• Headhunters.
• Match Makers.
• Managers.
• Love life.
• Medical field professionals.
• Sales team.
• Job Seekers.
• Sperm Donor Selection.
• Couples compatibilities.
• Human Resources Professionals.
• Negotiation.
• Hospitality & Customer-oriented services.
Learn More: www.humanbehaviorlab.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-susan-ibitz-human-behavior-hacker
Wouldn’t it be nice to have a simple guide to help you understand the financial performance of your business? Imagine having an easy to use approach that lays out step by step what you need to do in order to stay on top of your financials and build a thriving business. That is exactly what Jeff Newkirk has developed in his REAR approach to financial management for business owners, executives, and organization leaders.
Review. Examine. Adjust. Revise and Realize. This simple approach tackles some of the most critical decisions that must be made in order to achieve a sustainable and thriving business. You must know and understand where you have been in order to prepare for a better future. While Newkirk provides the ins and outs of his REAR approach for improving financial performance, the concept can easily be transferred to other segments of the business and even your personal life.
R.E.A.R. Approach: Review. Examine. Adjust. Revise and Realize.
Put financial stress and anxiousness behind you with the REAR approach. Looking back to figure out how you got to where you are now is critical to determining your future.
Review the current state of your financial condition. Know the key financial outcomes of your business.
Examine every line item in your key financial statements to better assess the positive and negative sides of your financial equation. Dig into the detail. The positive side is the revenue and cash inflow needed for your business. The negative side, or expense and cash outflow need to be controlled for a sustainable business. Remember, not all revenue is equal. Neither are expenses.
Adjust your line items as needed. Meaning, tweak the details based on your examination of where you are at now. Once you adjust, you can put it all together. The future state of your business is going to be different than where you are now, or where you have been. That’s okay, it should.
Revise the financial projections and budget for your business to reflect where you are going. As a result, you will be able to Realize the fruits of your labor and enjoy a thriving business with an improved bottom-line.
Now, enjoy life. Don’t worry about the financials. The forensic financialist has it covered.
Learn More:
http://www.pemconsultinggroup.org
http://www.ForensicFinancialist.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-jeff-newkirk-founder-ceo-of-pem-consulting-group-author-of-understandable-solutions-confessions-of-a-forensic-financialist
He’s written extensively on the application of contemplative practices in stressful situations and has spoken worldwide on mindset mastery for goal-oriented and helping professionals.
Having endured crippling anxiety and low self esteem early in life, Dr. Taubman made it his mission to understand the nature of happiness and the remedy for emotional turmoil. His search led him to neurology, holistic health, mindfulness, positive psychology, and hypnosis. Each of these disciplines is represented in Dr. Taubman’s system for living a balanced life, free of neurosis and rich in accomplishment.
Dr. Taubman’s works include his bestselling book, UnHypnosis, his sales mastery program, The Magic of Inner Selling, his online productivity masterpiece, Procrastination Annihilation, and his latest book on thriving through stress on life’s battlefields, Bulletproof. He’s also written hundreds of articles for major publications and has produced specialized hypnotic programs for business professionals to remove mental barriers to success.
Dr. Taubman continues to enrich his understanding of the science of happiness and its impact on achievement. When not writing or speaking, Dr. Taubman enjoys spending time with his dog, Woody, in and around his home on the beautiful Burlington, Vermont waterfront.
To learn more about Dr. Taubman’s writings and teachings, visit his website: www.stevetaubman.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dr-steve-taubman-bestselling-author-and-world-class-speaker-how-to-thrive-through-challenges
Lawyers deserve better from their internet marketing people.
As a non-practicing lawyer, Gyi is familiar with the unique considerations of ethically and effectively marketing a law practice online.
He regularly writes and speaks about online legal marketing. He’s always open to talking shop, but if you really want to get him fired-up ask him about Michigan football, coffee, or whiskey. If you’re in the Chicago area, and you’re not a mean person, he’d love to meet-up.
Learn More: https://www.attorneysync.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-gyi-tsakalakis-co-founder-of-attorneysync
With 20 years of experience as a professional coach and OD/HR/Leadership consultant, Jonathan is transforming organizations across the globe.
Dr. Westover is an Associate Professor of Organizational Leadership and department chair in the Woodbury School of Business (UVU), Academic Director of the UVU Center for Social Impact and the UVU SIMLab, and Faculty Fellow for Ethics in Public Life (previously the Associate Director) in the Center for the Study of Ethics.
Dr. Westover is also a CIPD Academic Fellow, a HEA Senior Fellow, and a Visiting Academic at Harris Manchester College at the University of Oxford. He is currently a Non-Resident Fellow in Social and Development Policy with the Nkafu Policy Institute (part of the Denis & Lenora Foretia Foundation) and was recently a Fulbright Scholar (Minsk, Belarus; Jakarta, Indonesia), a POSCO Fellow at the East-West Center (Honolulu, Hawaii; Washington D.C.), a Learning Innovation Research Fellow at the Institute of Teaching and Learning Innovation (University of Queensland, Brisbane, Australia), an Educational Development Visiting Fellow at the Centre for Teaching and Learning (University of Windsor, Ontario, Canada), a Visiting Scholar at the Wilson Center (Washington, D.C.), and he is a regular visiting faculty member in other international graduate business programs (U.S., U.K., France, Switzerland, Belarus, Poland, and China).
Dr. Westover has been published widely in academic journals, books, magazines, and in popular and professional media locally, nationally, and abroad (such as Forbes, The Economist, U.S. News and World Report, The Wall Street Journal, The Washington Post, and USA Today). He has also been extensively quoted and cited as a management expert in popular press nationally and abroad.
Jonathan received his bachelors and masters degrees from Brigham Young University and doctorate from the University of Utah. He serves on a host of nonprofit, community, and association boards and committees. He has received numerous awards for his teaching, research, and service.
Learn More https://www.innovativehumancapital.com/
“Shifting Trajectories in Globalization, Labor, and the Transformation of Work” https://www.innovativehumancapital.com/hci-shop
The HCI Podcast: https://anchor.fm/hcipodcast
HCI Research: https://www.innovativehumancapital.com/hci-research
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/jonathan-westover-ph-d-managing-partner-and-principal-at-human-capital-innovations-llc
Dan Whitfield offers you a “client-centric” coaching approach. He builds relationships based on the life and business philosophy of “People Matter!” Dan’s entrepreneurial experience and real-world sales leadership promote genuine bonds steeped in trust.
With a capacity to fulfill the dual role of consummate champion and caring critic, Dan provides actionable insights. He works collaboratively to identify solutions and create meaningful strategies for overcoming challenges. His consultative engagement style empowers clients to freely evolve and grow in the face of today’s ever-shifting landscape.
Over the last 15 years, owners and leaders of companies such as InXpress, ReachLocal, DexMedia, ZipLocal, and New Horizons Computer Learning Centers have partnered with Dan to achieve unparalleled corporate resurgence. When working with a coach, both individuals and organizations seek outcomes that move the needle. Dan’s coaching partnerships ignite key performance in the areas of sales acceleration, revenue generation, as well as client acquisition and retention.
Learn More: www.coachup.io
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-dan-whitfield-owner-operator-of-coachup
Stephanie is the co-author of Lawyerist’s new book The Small Firm Roadmap and is a sought-after keynote speaker at legal conferences and CLEs.
She practiced at a big law firm for six years before co-founding her own firm. As the managing partner, Stephanie watched her firm grow from two lawyers to a team of twenty in just seven years.
Stephanie is a 2020 recipient of the “Top Women in Legal Tech” Award from the American Bar Association.
Learn More: www.lawyerist.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/stephanie-everett-lead-coach-of-lawyerist-lab-community-the-next-generation-of-innovative-and-technology-driven-lawyers
Morris Lilienthal is a top-rated Alabama Trial Lawyer that has been selected six times to the Mid-South Super Lawyers List and The National Trial Lawyers Top 100.
Morris has devoted his practice to representing injury victims and their families. The same competitive nature and drive that helped Morris excel as a college football player continues to help in his law practice today.
Morris is actively engaged on social media and dedicated to providing knowledge, value and inspiration to others. He is known on social media for his #TipsFromMo which are daily video tips, his Facebook Live Interview Show – The Mo Show Live and his #WkndWkShirt He’s also a contributing author in the book The Ultimate Guide to Social Media for Business Owners, Professionals and Entrepreneurs by Mitch Jackson.
Family and community are also an integral part of Morris’s life. Morris is an active member of the Rotary Club of Madison, Alabama and often volunteers at Madison Elementary School.
Morris and his family are also avid supporters of the March of Dimes having started a family team – Team Will in honor of their late son.
You can connect with Morris via email at morris@martinsonandbeason.com, learn more about what he’s doing on social at www.TheMoShow.Live
Facebook: morrislilienthal, Twitter: moScots73 and Instagram: molilienthal73
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-morris-lilienthal-partner-at-martinson-beason-p-c-alabama-personal-injury-attorney
Marmon Consulting provides strategy and execution services to help companies transform.
From Fortune 50 to startups, Pam brings unparalleled change expertise and insights as a practitioner, a speaker, and an adjunct professor of future change-makers.
Growing up in Bulgaria and moving to America has taught her to be adaptable and resilient to change.
Pam and her family reside in Nashville, TN.
Learn More: https://marmonconsulting.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-pam-marmon-ceo-of-marmon-consulting-change-management-consulting-firm
I am married to Gordon Ballinger and have 2 amazing children who have given me 4 even better granddaughters. My husband and I did foster care for 2 children for about 6 months and consider them our grandchildren also.
I was an educator in the Boulder Valley School District 1978 to 1999. My main subject area was secondary mathematics, but also taught drama, tutored English and history in middle school in Broomfield and Boulder.
My student teaching was at Broomfield Heights Middle School. My last teaching assignment was at Broomfield High School the year Columbine was attacked. My husband asked me to quit teaching and come to work for him in full time.
I had gotten my real estate license in 1997 and been working part time with him. I retired in 2006 from real estate to be available for my grandchildren and foster grandchildren.
Once they were all in school I found myself with more time on my hands and Trinity Team had an opening for a Residential Administrator so I applied. I was hired and began working March 9th, 2020. I think I had a little bit of an edge because I know the owner.
Learn More: I am married to Gordon Ballinger and have 2 amazing children who have given me 4 even better granddaughters. My husband and I did foster care for 2 children for about 6 months and consider them our grandchildren also.
I was an educator in the Boulder Valley School District 1978 to 1999. My main subject area was secondary mathematics, but also taught drama, tutored English and history in middle school in Broomfield and Boulder.
My student teaching was at Broomfield Heights Middle School. My last teaching assignment was at Broomfield High School the year Columbine was attacked. My husband asked me to quit teaching and come to work for him in full time.
I had gotten my real estate license in 1997 and been working part time with him. I retired in 2006 from real estate to be available for my grandchildren and foster grandchildren.
Once they were all in school I found myself with more time on my hands and Trinity Team had an opening for a Residential Administrator so I applied. I was hired and began working March 9th, 2020. I think I had a little bit of an edge because I know the owner!
Learn More: http://www.TrinityTeamRealEstateCo.com
Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-blue-ballinger-residential-administrator-at-trinity-team-keller-williams-real-estate-north-denver-metro-realtors
Wayne understands how entrepreneurs live and breathe their businesses. That’s because Wayne comes from an entrepreneurial family.
As a boy, he watched his dad work 70+ hours a week at his Cadillac/Oldsmobile business, and later worked beside his father — first as a mechanic’s apprentice; later, selling cars and working in the finance and insurance department, and finally, as general manager. Wayne became an entrepreneur himself in the early 2000s, founding AMDG Financial and AMDG Business Advisory Services right after the tech bubble collapsed.
“When I told people I was leaving my secure job at a large accounting firm to assist entrepreneurs and families with wealth management and planning, they nodded their heads politely and said, ‘That’s great.’
But I saw in their eyes what they were really thinking: ‘This guy is nuts!’”
“I wanted what many entrepreneurs want,” says Wayne, “independence, flexibility, and most important, the chance to make a significant impact on people’s lives.” In writing The Entrepreneur’s Guide to Financial Well-Being, Wayne draws on his personal experience and professional background to help entrepreneurs find and build a lasting relationship with an adviser who understands their needs.
Learn More: https://www.waynebtitus3.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Marta J. Papa, J.D. has helped over 14,000 couples in fractured, unhappy marriages find hope for a better future using her 35 years of experience as a divorce lawyer and mediator.
She received her Juris Doctorate from the University of Houston and obtained a post-graduate certificate in Marriage and Family Therapy Training from the prestigious Menninger Psychiatric Institute. With over 16 publications, 25 speaker appearances, and 15 certifications and awards, Marta Papa is an expert in family mediation and divorce. She is a nationally recognized speaker on divorce and has been featured in various publications like Times, Wall Street Journal, Sky Radio, and Marie Claire.
As a regular guest speaker at conferences, on television, and on radio programs, Marta has helped establish mediation as an alternative to divorce litigation in the St. Louis area.
For five years Marta compiled anecdotes, lessons, and advice she gathered from clients, therapists, and other lawyers into a comprehensive guide to divorce. She recently published it as her first novel, 7 Secrets from The Divorce Whisperer: Saving Yourself, Your Money, & Your Children During Divorce. She hopes that her book provides clarity to readers through both the legal morass and emotional toll of their divorce.
Marta’s ultimate goal is to save children from the devastating impact of divorce by paving the way for mediation to become the process of choice for couples facing divorce.
Learn More: consideringdivorce.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark uses his twenty-five years of experience in marketing and technology to help lawyers grow their law firm business. He leads an amazing team that delivers effective results to clients with a focus on a law firm’s business goals and high-touch service. Through his book, Online Law Practice Strategies, his speaking, active blog, and online videos, Mark’s goal is to help law firms of all sizes whether they are a client or not.
Mark has been at the intersection of online technology and marketing since he built some of the first ever corporate websites in 1995 while at IBM. He furthered his online marketing experience with leadership roles at venture backed startups and as a co-founder of the marketing technology leader eshots, inc. He gained his experience in the legal industry from his years in Product Marketing for iManage.
Mark has delivered presentations on digital marketing, company culture, and leadership to business owners of all kinds around the world, from small business owners to executive partners of Fortune 500 companies. When not managing the day-to-day operations at GNGF, Mark can usually be found watching superhero or sci-fi movies with his two teenage boys and very patient wife.
Online Law Practice Strategy Book: https://gngf.com/legal-marketing-education-with-gngf/online-law-practice-strategies/
http://gngf.com
https://gngf.com/tv
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
For years Derek Stone had dreams of becoming a musician. This road didn’t lead him to success, however, it led him to Nashville, TN. Struggling to live as a starving artist with a family to feed, it was then he thought “there’s got to be a better way.”
He went through an early life crisis, changing careers with the help of mentors and watching YouTube. He took his God-given talent of Creativity and transferred it from being something you hear to something that you can see. As it turned out, the construction industry was his road to success, the “better way” he had longed for. In three short years, he grew a small one-man show into a company with $1.2 million in gross revenue.
He credits his success to one decision as a senior in high school. He started looking back at his life to figure out what made him so different from his three siblings. The difference… he chose to forgive his dad and to take a different path than his parents.
He blamed his dad for every bad thing he went through as a child: from being sexually abused and going hungry, to taking cold showers because the power got cut off. He was a bitter teenager and wanted a better life, so when the opportunity presented itself, he took it and chose forgiveness.
36 years since the beginning of his story and he is currently living his best life. He enjoys hunting, fishing, knife making, and hanging out with his family. He loves empowering people to re-tool and change their lives. He loves God, loves his family, and loves people.
Learn More: www.derekstone.online
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jay Hodge & Associates is a Lean Management Consulting firm consisting of an extensive network of Independent Experts specializing in multiple fields including Strategy Deployment, Lean Leadership Development, Operations, Revenue Cycle Management, Kaizen/RIW and Problem Solving Events and the implementation of Lean Management Systems in organizations across multiple industries. Jay is the author of The Lean Treasure Chest and is the creator of the Dynamic Elemental Engagement System used to effectively drive cultural transformation within any organization.
Jay possesses over 30 years of demonstrated operational leadership in roles ranging from front-line Supervisor to Vice President within organizations such as Toyota, General Motors, Caterpillar, Ford, Tenet Healthcare and the United States Marine Corps. His experience has demonstrated that simply using the Lean tools is easy but succeeding as effective Leader in a Lean organization requires a completely different kind of Leadership, one that necessitates a level of engagement, accountability, communication and ownership seldom demonstrated.
A Lean Leader is first a servant, someone who understands that they will never be more important than the very people that they serve, influence and impact. JH&A Enables organizations to understand that success as a Lean organization is about differentiating yourself from your competition by understanding and providing what your customers value, in a manner that sets you apart.
JH&A builds upon an organizations abilities and strengths by developing a focused strategy, documented plan, clearly defined expectations, an accountability structure, and most importantly, a willingness of Leadership to get neck deep daily in the mud puddle we refer to as operations. Effective Lean Leadership is the catalyst for a Successful Lean Culture.
Learn More: www.jhodgeassoc.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Naira has over two decades of marketing experience. She got her start in direct response advertising, building brands on TV before digital was even a thing; she received daily reports of calls and orders from clients, and through that data, modified paid media plans and placements as needed to better serve clients.
Her main areas of expertise include developing digital marketing strategies, identifying customer patterns and behaviors on and offline, and optimizing ROI through generating qualified leads, better processes, and effective planning and execution.
From paid media, pay-per-click, integrated campaign design, and audience patterns to new platform initiatives — she does it all — but her specialty is in paid advertising.
Naira loves the excitement of optimizing in real-time and exploring the plethora of possibilities that exist in raw data, taking pride in the fact that companies don’t need huge budgets to make their digital marketing more effective.
Learn More: http://www.springhilldigital.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Chuck Swoboda is the innovator-in-residence at Marquette University, president of Cape Point Advisors, and the retired chairman and CEO of Cree, Inc.
At Cree, Chuck he helped lead the company from $6 million in revenue to over $1.6 billion as they disrupted industries and started the LED Lighting Revolution that led to the obsolescence of traditional light bulbs.
Chuck is a co-inventor on 25 patents covering LED and Lighting related technology.
Learn More: https://www.chuckswoboda.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Sivonnia represents first-generation business owners, women, and professional athletes in business through education, support and guidance so that they can create sustainable business that will help them in securing and leaving a great legacy.
Like many in business, DeBarros had challenges. After several years of practice, DeBarros discovered that she was losing interest and her passion was no longer being ignited. To find her passion in hopes of allowing her to live her purpose through legal representation, DeBarros began thinking about who she was at her core. She’s a first-generational lawyer and law business owner, woman in business and a former track and field Division-I College athlete.
From that moment, DeBarros knew she had to represent individuals engaged in business who fell within those categories since those particular classes of people are often left without necessary support and guidance.
Additionally, DeBarros is a public speaker, entrepreneur, and published author.
She authored “The Foreign Sovereign Immunities Act: the Roadblocks to Recovery” published in Chicago-Kent College Of Law’s Seventh Circuit’s Review Law Journal, and recently published the new Children’s Book, “JoJo Learns About Credibility,” which is the first book of her new Children Series, “JoJo’s Legal Adventures.”
DeBarros is now working on her first book, “What Are You Sporting About,” to educate aspiring, current and former professional athletes in business. This book is expected to launch in May 2020.
To learn more about Attorney DeBarros, her firm or her publications, please visit www.sldebarros.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Over fifteen years, Josh Dick transformed a small family business into a global market leader in the coffee industry with customers in over 70 countries and distribution facilities on three continents. In the process, sales grew more than 25 times while earnings multiplied over 275 times.
After the sale of the business, Josh moved to Florence, Italy, where he now lives with his wife and three daughters.
In his recently published book, “Grow Like a Lobster,” Josh shares his insights with leaders seeking to create their own dream jobs. He provides a guidebook for steering any organization through the growth and molting phases we all encounter when working to create extraordinary results.
Learn More: www.joshua-dick.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bill has more than thirty years of experience working for and advising hundreds of companies, including startups, where he has a long track record of success.
He’s had five successful outcomes, two IPOs, and seven acquisitions, including a turnaround during the 2008 financial crisis. Bill is also a multi-certified growth coach, is Certified with Distinction in the Foundations of NeuroLeadership and is a Certified Predictive Index Partner. Away from work, he is an avid reader and athlete, and enjoys volunteering locally.
When he is not off cheering on his collegiate-champion daughter, Bill lives in Sudbury, Massachusetts, with his wife, dog, cat, and four chickens.
His upcoming book is due out in March 2020 – Further, Faster – The Vital Few Steps that Take the Guesswork out of Growth.
Learn More: https://catalystgrowthadvisors.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Matt’s team pursues the very best referral prospects available in any given industry with the purpose of doubling the size of a business.
They are experienced in working with the big fish, yet they love small businesses and never act like a candidate is above working with them.
They help their clients to set their sites on the biggest referral targets in their industry resulting in huge dividends.
It forces clients to up their game to the next level and grow business.
Rainmaking!
In 2004 Matt had his house buzzed three times by a Apache Helicopter because of his aggressive follow-up efforts on a $3 Million proposal he had submitted to the owner.
The project crashed and burned, but that encounter changed Matt’s thinking forever.
It changed the way he approached business and as a result, how he helps others to grow their companies through SEO.
Learn More: https://yourseosquad.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Networking and Event Expert Jason Burke has produced and promoted over 200 Real Estate and Business seminars since 2010.
He has worked with some of the top companies and experts in Real Estate and Business Seminar Space that include they CEO of Powerteam International Bill Walsh, The CEO of 123 Employee Daven Michaels, Realty 411 Magazine and Expo, Noteworthy Convention and the CEO of Icon Media David T Fagan.
Jason is also the President of the Las Vegas Real Estate Insiders Club and Boston Real Estate Investors Club with over 3,000 members.
He has passion for helping small business owners, Entrepreneurs and Real Estate Investors achieve their goals.
He has done this by partnering some top experts in the real estate and business field to speak at his events and he provides real estate and business mentoring as well. Jason Burke.
Learn More: www.hpssuccess.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Nate Woodbury is a YouTube Producer, master of efficiency, and has unlocked to code for influencers to achieve success on YouTube. He teaches and helps you grow a massive YouTube following that becomes a massive lead generation machine for your business.
Nate’s largest channel currently generates seven figures, all from organic YouTube leads.
He teaches how to leverage your expertise on YouTube, and position themselves as the Hero that people are searching for. Everything Nate does and teaches leads towards specific results.
Learn More: https://www.BeTheHeroStudios.com/keyword
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John Meese is on a mission to eradicate poverty, and views entrepreneurs as the most effective vehicle for world-wide change. As a result, he’s made it his personal mission to systemize success for entrepreneurs so they can’t help but succeed!
John leads a team focused on simplifying online marketing for professionals as the Dean of Platform University, a multimillion-dollar online community started by Michael Hyatt in 2013.
John lives in Columbia, Tennessee, with his wife and three beautiful children, and runs three successful businesses (including a coworking space walking distance from his house).
While you won’t find him on social media, you can find him on his own blog, johnmeese.com, in addition to the training content he regularly publishes at platformuniversity.com.
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Smith.ai, which provides integrated phone and web chat services for solo and small-firm attorneys, including their virtual receptionist & intake service, live website chat, and Keypad cloud phone system. She has spent the last decade growing tech startups
from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO, and event marketing.
Learn More: www.smith.ai
Use coupon code Influential100 to get $100 off service
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Her area of expertise includes Anti-Money Laundering (AML), Sanctions, Crypto-Currency and Anti-Bribery and Corruption compliance, internal investigations, fraud detection and prevention and crisis management.
She is one of the founding members of Clovis Quantum Solutions, a boutique consulting firm. Not only does she put together and enhance compliance programs, but she also handles legal cases, including criminal matters such as representing Rick Gates, indicted as part of Special Counsel Robert Mueller’s work, as well as civil litigation. In addition, she teaches classes on financial crimes at Columbia’s graduate School of International and Public Affairs, where her students create white papers on white collar crime issues, including AML compliance, cryptocurrency and transnational organized crime. She previously taught as an adjunct professor at Fordham Law School.
Not only was Ms. McAvoy a federal prosecutor, but she also specialized in large financial crime cases at the Kings County DA’s Office Rackets/Investigations Unit. She has legal and compliance experience from working in-house at both Citigroup and Morgan Stanley, as well as having been a Senior Manager in EY’s Financial Crimes Compliance Unit. She has also appeared for years as an on-air legal expert on major television and radio networks, including NBC, Fox News, CBS, 970AM and Sirius Radio, is quoted by media outlets such as the Associated Press and moneylaundering.com, and has authored articles published in forbes.com, foxnews.com and Family Security Matters.
Learn More: www.Clovisquantum.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Seasoned business builder; prominent Blockchain & Cryptocurrency educator on TV, YouTube, TradingView Sessions, and throughout the world Robert has built several multi-million dollar companies, owns numerous patents, trademarks, helps develop business concepts, ideas, projects, and works with many, various clients. Robert believes that every person can build himself to wealth.
He believes in giving back and his life epitomizes the “Hero’s Journey.”
Learn More: www.cryptobeadles.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Justin A. Goodbread, CFP®, CEPA®, CVGA®, is a nationally recognized financial planner, financial educator, wealth manager, author, speaker, and entrepreneur.
He has 20+ years of experience starting, buying, owning, and selling businesses. Justin is a two time winner of the Investopedia Top 100 Advisor award and Exit Planning Institute’s Exit Planner Leader of the Year.
Recently, Justin published his first book: The Ultimate Sale. In it, he shows business owners how to create long-term value and accelerate growth in their company with the ultimate goal of selling the business for top dollar when the owner wants to retire.
Learn More:
https://financiallysimple.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I’m a lawyer who makes videos. My specific business is working for other lawyers who are trying to solve trademark (brand) issues for their clients. Most of them are general practice business lawyers who could use an extra set of hands when they run into problems registering a trademark or when a brand conflict comes up. I believe that all lawyers should be creators. I also believe that, as a profession, we should think much more intentionally about what success means and how we think about our work as part of that.
I run my own law firm, Stanwood.law. LawyerHelpingLawyers.com gets you there too!
Learn more: https://www.stanwood.law https://www.LawyerHelpingLawyers.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As President and Chief Financial Fitness Trainer of Bissett Financial Fitness Inc., Tracey educates and empowers entrepreneurs to take control of and live their financial lives with confidence.
As a former executive at TD Bank, one of Canada’s Big 5 Banks, Tracey has worked with and in support of thousands of entrepreneurs to secure the financing they needed to grow their businesses.
This hands on experience coupled with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach entrepreneurs about all things money.
Tracey leads speaking engagements and is the Executive Producer and host of the Young Money podcast all focused on increasing financial fitness.
Learn More: www.bissettfinancialfitness.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dave Skattum is a family man, a health guru and an inspirational speaker. In his late forties some life changing experiences created a starting gate for him to make drastic changes in his life to improve his health. Since then he has taken off 70 pounds, participates in Triathlons and Ultra Trail running, has weaned himself off junk food and enjoys nutritious foods, become accurate in his thinking and has taken his spiritual life to a new level.
When speaking to an audience about his story about getting healthy, he brings excitement and hope. Dave is a Certified Nutritarian, a CPT, distinguished Toastmaster and a Certified Instructor with the Napoleon Hill Foundation.
To get in touch with Dave email: the4pillarsofmenshealth@gmail.com
To join the online forum visit: www.the4pillarsofmenshealth.com
Buy the book on Amazon - https://www.amazon.com/Pillars-Mens-Health-Resources-Restoring/dp/0999498800/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
After 10 years as a professional photographer and educator, Mike took his knowledge of leadership, communication, and education to the commercial clients he shot for.
He led sales trainings, worked on safety program reforms, and helped develop empowering team cultures and eliminated siloing among departments.
Mike knows how to motivate teams, clean up inefficient systems, and create an environment where everyone is actually excited to show up and crush it.
Learn More:
https://www.mikelloydcoaching.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Troy R. Underwood is the founder of multiple business ventures, a family man, and a lover of music. Highlights of his career include his founding of what eventually became triVIN, a company that transformed how vehicle titles are managed and processed and was later sold to DealerTrack. He is also the founder of benefitsCONNECT, a company that provided an innovative approach to healthcare benefits administration and was later acquired by benefitexpress.
Learn More: www.troyunderwood.net
https://www.amazon.com/dp/B082VN9Q5T
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
A philanthropist, motivational speaker, brand strategist and entrepreneur, Amanda McIntyre-Chavis has an unquenchable passion for music, art and technology.
She is the CXO and Founder of LegendFactory, a interactive brand management company and two new tech initiatives: Muzaik, a social media aggregator app and Myndfull, a wearable tech and wellness company.
She is also an active mentor, arts advocate and supporter of various social causes.
Amanda has over 18 years of experience in media and entertainment, spearheading development projects for Sony Music, Warner Music Group, Universal, BMG and EMI.
She’s worked with world-renowned talent and brands such as Queen Latifah, Sum 41, Alicia Keys, Busta Rhymes, P!nk, Altec Lansing, Absolut, Pepsi, Playstation, Monster audio and many more.
Based in New York, Amanda is a member of the National Academy of Recording Arts & Sciences, Inc. (NARAS), the National Association of Black Female Executives in Music & Entertainment (NABFEME), National Association of Professional Women (NAPW), NY Tech Alliance and Women In Music. She is also the ambassador of the NY Chapter for Women of Wearables- Wearable Technology (W.O.W).
Learn More: www.Legendfactory.co
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Nima Rahmany is best described as an “Edutainer,” and known by his fans as the “Rapping Stress Doctor,” Nima captivates and educates audiences of all ages with his unique ability to share his message of love, wisdom and life mastery through words, music and humor. “Instead of “learning to let go” – it’s wiser to learn to let love in.” “The final frontier of your healing journey is to make your mess your message.”
Dr. Nima has helped countless people in his 20+ years of practice as a Chiropractor and helps people who are stuck in toxic relationships who, career limbo, and emotional trauma overcome their anxiety and create powerfully aligned relationships by deepening their intimate relationship with the most important person of all: themselves.
Learn More: http://www.drnima.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Annette has more than 25 years of experience helping companies understand their employees and customers and identify what drives retention, satisfaction, engagement, and the overall experience – so that employees, customers, and businesses reap the benefits and achieve their desired outcomes.
Annette was named one of “The 100 Most Influential Tech Women on Twitter” by Business Insider and is an internationally recognized customer experience thought leader. She mentors other professionals in this field to help them advance their careers and is a speaker and an avid writer. In 2019, she published her first book, Customer Understanding: Three Ways to Put the “Customer” in Customer Experience (and at the Heart of Your Business).
Annette serves as Chairwoman on the Board of Directors of the Customer Experience Professionals Association (CXPA). She is also an official member of the Forbes Coaches Council, an invitation-only community for successful business and career coaches. Members are selected based on their depth and diversity of experience. And, finally, she is an Advisory Board Member for CX@Rutgers.
Learn More: https://cx-journey.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ryan Cote (Co-tay) is the Director of Digital Services and Partner at Ballantine, a third-generation family-owned direct mail and digital marketing company based out of Fairfield, NJ.
With Ballantine since 2003, a family-owned business started in 1966 by his great-uncle, Ryan now manages the growing digital marketing division.
Learn More: www.ballantine.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
For over 20 years Jonathan has been creating RockStar brands for influencers and entrepreneurs.
I got coined “The Human Hitmaker” because of my ability to see people’s untapped potential, my methods to pull that potential to the surface, and my ability to cultivate it into greatness.
With a heart for Millennials, I empower our future leaders and entrepreneurs from all over the world to transform from ordinary…to RockStar status by helping them to find unshakable confidence.
Learn More: www.jonathangeorge.com/IE
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Tim Ursiny, founder of Advantage Coaching & Training Inc., is a speaker and certified business coach specializing in helping individuals reach peak performance. His areas of expertise include leadership, communication skills, team dynamics, coaching skills and top performance in times of change.
He received his undergraduate degree from Wheaton College and his doctorate in psychology from Northern Illinois University. He is a member of the International Coach Federation and the Worldwide Association of Business Coaches.
He has published several videos and books on the topics of coaching, conflict resolution, and confidence in the workplace. His book, The Coward’s Guide to Conflict is in its fourth printing and has been translated into six foreign languages. Other books include The Confidence Plan: How to Build a Stronger You, Coaching the Sale and The Top Performer’s Guide series including The Top Performer’s Guide to Conflict, The Top Performer’s Guide to Change, The Top Performer’s Guide to Speeches and Presentations and The Top Performer’s Guide to Attitude, and Tough Times Tactics.
Dr. Tim is a frequent speaker on a variety of topics that benefit individuals in the workplace. He has spoken for firms such as:
– Wells Fargo Advisors, LLC – UBS
– Invesco – Merrill Lynch/Bank of America
– TH Foods – Anthem
– LPL – IMS
He has been interviewed and appeared in The Wall Street Journal, The Bottom Line, The Chicago Tribune, People Magazine, Readers Digest, First for Women and other periodicals. He has also appeared on CNN radio news, VH-1 News, Total Living and ABC Channel 7 News.
Dr. Tim Ursiny is also available for one-on-one coaching sessions. Contact Tim at:
Advantage Coaching & Training, Inc.
480 East Roosevelt Rd., Suite 105
West Chicago, IL, 60185
Phone: (630) 293-0210
Email: drtim@advantagecoaching.com
www.advantagecoaching.com
“Like” us on Facebook- Advantage Coaching & Training
Follow us on Twitter- @CoachingACT
Learn More: https://advantagecoaching.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Rey Perez is Founder & CEO of Multimedia Marketing & Event Promotions Company, AMP Productions. Rey is a National Speaker, Successful Entrepreneur, Talk Show Host, Elite Business Coach and Philanthropist who leads Mastermind Groups, Marketing Seminars and Socially Infused-Networking Events across the country. He has shared the stage and worked with some of the biggest industry icons such as Les Brown, Jack Canfield, Bob Proctor, Kevin Harrington, Forbes Riley and many more.
Leveraging over 15 years of sales and marketing experience Rey and his team create world-class celebrity brands for top entrepreneurs and professionals who want to dominate their niche or industry. Rey entered the field of branding and marketing after spending years in promoting high-touch VIP events in Miami’s nightlife scene. He saw how beneficial it was to engage consumers through photography and video production, and as we moved more into the digital age, the internet sped up the ability for more effective marketing.
His goal with clients is to look into the visual and marketing strategy within their brand and capitalize on their unique selling proposition (USP). The riches are truly in the niches. Therefore, he looks at what clients are great at, and why they are great at it. This allows him to make clients a superstar brand. The clients he typically serves include speakers, coaches, authors, consultants, trainers, small biz owners, and entrepreneurs who are personality-driven and the face of their business.
Rey’s greatest success is to hear the stories of his clients breaking into 6-figures, multiple 6-figures, and even the 7-figure sales range.
Learn More: www.ReyPerez360.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bonfire Coaching, a globally recognized brand of board certified professionals that help their clients with life, career, business and relationship goals.
Tina Marie believes that when we “live above the line” of our sabotaged thinking small mind, our lives are magical, filled with authentic connection, growth and contribution to all our soul knows is possible. Her passion to help live extraordinary lives is contagious.
Learn More: https://bonfirecoaching.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Retired First Sergeant from the United States Air Force with nearly 40 years of experience training hundreds of thousands of people from more than 1,000 organizations.
In Michael’s military service he led an organization of 320 security force members that were recognized as the “best cops in the Air Force” and led a 600 person communications force to be recognized as “Best in Command.” Since his 20 years of military service Michael has dedicated his career to training leaders and organizations to reach their peak performance.
As a trainer Michael helped Sutter Physicians Services grow from 300 employees to over 2,000 employees and received the Sacramento Workplace, Excellence in Leadership Award. He has worked with organizations such as Golden One Credit Union, CalTrans, CalPers, California Department of General Services, The Non Commissioned Officers Association, Sutter Health, Sacramento Housing Redevelopment Agency, and the San Francisco Metropolitan Transportation Agency. His passion is to see the human potential within organizations realized, released, and renewed.
Michael’s projects have taken him to Australia, Japan, South Africa, Turkey, and Okinawa. His primary focus is developing workplace training processes and programs where people development and personal growth exceed expectations.
Michael is consistently booked 150+ times a year because of his dynamic teaching style and unique understanding of human and organizational development.
Learn More: https://michaelgrabow.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John graduated from University of California, Berkeley with a degree in philosophy then discovered a groundbreaking approach to personal inquiry by applying a European psychological approach into field application involving hundreds of sales prospects.
By recognizing the symbolic clusters that surrounds his clients, including the words they use, he was able to discover their inner life-long motivation or as he calls it, a Life Theme.
John’s method accesses the four major Virtues of Humanity Love, Justice, Wisdom, and Power. Each one of us has all four but only one of the four is the main focus in our life.
Find out which of the four is your Life Theme by doing to John’s website www.johnvoris.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Josh Elledge is U.S. Navy veteran who became a serial entrepreneur who builds the companies he needs most in the world. In 2014, He launched UpMyInfluence to help entrepreneurs like himself attract the perfect audiences and grow their brands without the crazy costs and contracts associated with traditional PR companies. Since then, UpMyInfluence (UMI) has evolved into a purpose-driven platform bent on totally DEMOCRATIZING access to influence. Josh wholeheartedly believes UMI has a moral imperative to help entrepreneurs own their expertise, share their wisdom, and serve the world with their collective messages. Oh, and to help members grow revenue too!
UMI was the natural outgrowth of his first startup, SavingsAngel.com which had grown to more than 50 employees and grossed more than $6 million in sales with less than $500 in advertising spent. He did it all through building authority and serving audiences in the media.
Josh is a frequent speaker at business and startup conferences including Social Media Marketing World and a Tony Robbins event for his Business Mastery grads. He’s a weekly consumer expert on Fox 35 Orlando and News 13, writes a syndicated column for nine newspapers (with total readership above 1.1 million readers), and regularly appears on more than 75 TV stations across the country. All told, Josh has appeared in the media more than 2000 times.
Passionate about his family, physical fitness (an avid fitness geek and 5K to marathon runner), and breaking out of Escape Rooms, Josh now lives in Orlando with his wife and three children.
Learn More: http://www.upmyinfluence.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Boaz uses his comprehensive design and technical knowledge and fashion business experience to provide strategic, financial and operational leadership, directing product development, global sourcing, and operations for both new and established fashion brands.
With nearly 25 years of experience in the fashion industry, Boaz is adept in launching fashion brands from the ground up and was instrumental in launching and setting up design, development and production departments for highly acclaimed NY fashion brands such as Yigal Azrouel, Nili Lotan, ADEAM, Pret A Surf, Alvin Valley and Raven among others, Including his own namesake women’s brand which was sold in high-end specialty stores throughout the US and around the world.
He has proven ability to mentor and motivates high-performance teams; build mutually rewarding relationships with key decision-makers, and implement plans and processes that improve brand performance and profitability.
Learn More: https://www.humanb.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Chuck Bamford is the Managing Partner at Bamford Associates, LLC, a Strategy Consulting Firm founded in 2013 that is focused on the DESIGN and IMPLEMENTATION of a compelling set of competitive advantages.
Dr. Bamford led both M&A and Corporate Training groups for twelve years prior to pursuing his Ph.D.
He is the author of The Strategy Mindset and The Strategy Mindset 2.0 as well as two of the market leading Strategy – 15th edition (Pearson) & Entrepreneurship – 3rd edition (McGraw-Hill) textbooks used in both undergraduate & graduate programs around the world.
Chuck is a regular speaker at conferences, trade shows, corporate events & conventions. He is also the author of the fiction novel “Some Things are Never Forgiven.”
Chuck has published 18 research articles in the top referred academic journals in the fields of Strategy and Entrepreneurship.
Co-Designer of the Practical Strategy Approach Proven approach grounded in Research & Practice We are Process experts (And there is a Process) – Clients are the Content experts 120+ Clients in the Past 6+ Years
He is an Adjunct (Part-Time) Professor of Strategy at Duke University (Fuqua) and the University of Notre Dame (Mendoza). He has taught at Universities in Scotland, Hungary, and the Czech Republic. He was previously a Professor at the University of Richmond, Texas Christian University, and Tulane University among others. Over the past 25 years he has been honored with 22 Professor of the Year awards including 12 Executive MBA Professor of the Year Awards. He was named a Noble Foundation Fellow in Teaching Excellence and a Poets & Quants EMBA Favorite Professor.
Chuck earned his B.S. degree at the University of Virginia (McIntire School of Commerce), an MBA at Virginia Tech (Finance) and a Ph.D. in Strategy & Entrepreneurship at the University of Tennessee.
Learn More: https://bamfordassociates.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ryan Roghaar is a serial entrepreneur, award-winning creative director, podcaster, author and business owner committed to building authentic end-to-end relationships for his clients—top management to top consumer.
His unique philosophy puts specific importance on human relationships and their inherent value in both business and in life. He believes that as a society we are reaching a kind of technological saturation point which is leaving consumers anxious and yearning for tactile human experiences and it is that core ethic that fuels his purpose—to bring people together.
From his office in Salt Lake City, Utah or occasionally from his office-away-from-home in Barcelona, Spain, Ryan will offer enlightening insights on a huge range of topics in his humorous and engaging style. Relationships, business, design, art, creativity, marketing, podcasting, remote work, coworking, the music business, travel and the life of a digital nomad— Ryan has lived and studied them all — and he is happy to share his insights and experiences to help others explore fresh perspectives on business, lifestyle and new ways of working.
Learn More: http://www.ryanroghaar.com or http://www.r2mg.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Chad Peterson is an expert business broker and the founder of Peterson Acquisitions, an award-winning M&A firm. Chad’s firm handles transactions in $1 million to $25 million range, with some deals exceeding $25 million. He works with companies all over the United States and has completed international deals as well. Peterson Acquisitions was recently named by one publication as the #1 ranked business broker in the United States.
What sets Chad apart from all other business brokers is his aggressive style, work ethic and tenacity that are rooted in his humble beginnings.
Chad is a self-made entrepreneur that has been in the trenches. He has started, built and sold 6 of his own businesses. Chad wrote the book “From Blue to White: A Working Man’s Guide to Self-Employment”. Bestselling author Scott Alexander of “Rhinoceros Success” wrote the foreword. He also wrote the book “Swinging Doors: A Guide to Selling Your Company” and is the host of the podcast: Business Brokers: Buying, Selling & Growing Businesses.
Learn More: www.petersonacquisitions.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a Talent & Culture Leader, Miranda has led multiple teams to success in the fields of technology, higher education, sales, and human resources. After almost 15 years in the corporate environment she now travels the United States connecting with and speaking to those looking to up-level their life, business, and careers!
Passionate about all things personal and professional development; Miranda has been coaching individuals and groups for over 10 years. She creates and conducts workshops on leadership, employee engagement, goal achievement, mindset elevation, personal branding, social selling, and more.
A member of the Forbes Coaching Council, leader of multiple Mastermind groups, a motivational speaker and a contributor in books, blogs, and podcasts, but her most valued role is being the host of Albany’s LinkedIn Local connection event. Here she brings together online connections face to face… where the magic happens!
Miranda is a certified life coach, has a Master’s in Motivation and Professional Development, and is on a mission is to guide people towards their most authentic and joy filled life, both professionally and personally.
On top of all that she’s a wife, a mom, and positive force in her hometown and online community!
Learn More: www.mirandavonfricken.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I’m dedicated to helping people realize their worth, identify their gifts and talents, and turn those talents into usable skills that can create an exceptional and fulfilling life and career. But, more importantly… I’m dedicated to keeping you motivated long enough to see all of your dreams become reality. I take everyday people with ambition and give them the competitive edge, and the drive of an Olympic athlete. I’ll show you how to generate the motivation that gets you to the finish line!
Learn More: www.tasha360.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years.
As a self-made author, entrepreneur and business owner he understands what it takes to start and run a business effectively. With over more than 20 years of accounting and taxation experience he has worked for large accounting firms such as KPMG and Deloitte. With a critical eye for substance and quality, strong in budgets, cash forecasts, business, IRS, and Internal Audits he provided tax advice to various corporations including being an external CFO for various multinational companies like Sushi ITTO and Sanyo. He is Certified Public Accountant in Mexico from the Universidad Panamericana in Mexico City and Cetys Universidad in Tijuana in addition to holding a Masters Degree in International Business by Universidad Iberoamericana and Business Management by IPADE Business School in Mexico.
As a former professor at Loyola University, he focused on resolving and analyze competitive problems related to the International Markets for Small and Medium Companies. Currently Vidal is very involved with the local business community. He co-founded Invictus Advisors Foundation a non-profit 501 (c) 3 whose mission is to provide Latino business owners and start-up businesses relief from financial, marketing, and personal coaching obligations to position their enterprises to grow to their full potential. Additionally, he is the Chief Financial Officer for Hispanic Chamber of E-Commerce Foundation, Acuavita Foundation, UP-IPADE Business School Foundation and sits on the Advisory Board of the Hispanic Chamber of E-Commerce.
His most recent accomplishments include: Member of the Forbes Finance Council, San Diego Best Accounting Firm designated by the San Diego Union Tribune; Financial Executive on Frontera Newspaper Editorial Committee; Finalist as the CFO of the Year Awards by San Diego Business Journal; San Diego Latino Champion Business Leader of the Year presented by the San Diego Union Tribune and SDG&E Top Minority Owned Business by San Diego Business Journal; Nominee for Latino Impact Awards by San Diego Magazine; and the best accountant in Mission Valley according to Yelp. Espinosa has had several an Amazon best-selling books including “HELP! The IRS is after me. What do I do?” and “Help! I want to be a real estate investor. What do I do?”
As Head of the US/Mexico binational business program at UP-IPADE Business School; in 2020 he will be launching a business accelerator program called “Start Up on Steroids” to give Mexican business the tools they need to launch their business in the United States. This done-with-you program will give the participants the exact steps needed, including financial, legal and marketing tools, to begin their business in the United States.
Learn More: www.invictus-advisors.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
For over two decades Peter was the financial industry’s go-to guru on marketing & branding, now he’s the CEO of ThriveUnion – an organization whose mission is to fulfill a need in modern society, helping people go from meaningless isolation to purposeful belonging. Though Peter struggled through school with undiagnosed ADHD, he was admitted to and graduated from the University of California Irvine in Political Science. Post-college he became a traveling speaker and salesman, chalking up over 3000 presentations and living in over 22 major cities. Peter went on to found a successful advertising agency and software platform, dedicated to financial service professionals. He quickly became the industry guru, writing numerous books, including one of his best-selling works “The Brand Called You”. Peter is a truly fascinating and multi-faceted guy, with decades of experience in speaking to audiences about his business knowledge, inspirational journey, and human behavioral insight. He now pursues his passion for empowerment and community building, shedding light on society’s growing loneliness epidemic through his visionary organization ThriveUnion.
Learn More: www.ThriveUnion.org
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John is the authority on World-Class customer experience. He is an international consultant, keynote speaker, and best-selling author of five customer service books. His newest book, The Relationship Economy – Building Stronger Customer Connections in The Digital Age (Greenleaf Books October 2019) could not be timelier in the world we are living in. John has worked with companies such as The Ritz-Carlton, Lexus, Starbucks, Nordstrom, Nestlé, Marriott Hotels, PwC, Celebrity Cruises, Anytime Fitness, Progressive Insurance, Harley-Davidson, Chick-fil-A, and many more.
John isn’t just talking about it, he lives it, as a very successful entrepreneur. He is the founder of three businesses: The DiJulius Group, an international customer service consulting firm, John Robert’s Spa, a chain of upscale salons in Northeast Ohio which has repeatedly been named one of the top 20 salons in America, and Believe in Dreams, a non profit that helps make dreams come true for deserving children.
Learn More: www.thedijuliusgroup.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a CPA and MBA, Mark’s 20-year career has taken him from being a CFO, to a Director and Executive Recruiter with one of the largest staffing firms in the nation, to one of the top Sales Leaders at a National Top 10 CPA Firm, and most recently as the Director of Business Development at an elite, boutique Search and Consultative Staffing Firm.
For decades, Mark collaborated closely with firm owners and consultants. He discovered a disturbing trend — most struggled with attracting ideal clients to keep their pipeline full and grow their firms consistently year after year. In addition, they didn’t have the processes in place to remain top of mind and continue to build relationships and add value throughout the buyer’s journey.
This is why Mark started RevGrow. To help business owners just like you grow your revenues.
Learn More:
www.RevGrow.com
www.scheduleacallwithmark.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Maria Pesin is a senior apparel industry executive with an outstanding history of achievement and over 25 years of field experience. She has developed brands from the ground up and taken well-known names to new heights of excellence. Her proven leadership ability has led her to spearhead marketing operations and construct and implement business plans for New York apparel giants like Fleet Street and GIII Apparel Group building multi-million dollar brands. She has established herself as an expert in everything from merchandising and sales to product development and budgeting.
Maria is passionate about the apparel industry and dedicated to working with up-and-coming enterprises that are as devoted to the trade as she is. She takes great pleasure developing close ties with the people she works with and loves sharing the knowledge she has gained over the years as an apparel executive. Establishing new businesses, growing existing businesses and bringing new fashion trends into the marketplace is what she enjoys most about her job.
Learn More: https://vibeconsulting.co
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Sean O’Meara (pronounced O’Mara) is a publicist, writer and – by accident – a professional apologiser, handling mea culpas on behalf of large banks, owner-operated logistics firms and seemingly everything in between.
Along with world-renowned psychologist Professor Sir Cary Cooper, he co-authored The Apology Impulse – How the Business World Ruined Sorry and Why We Can’t Stop Saying It.
This book provides a deep dive into the commercials, psychology and culture of corporate apologies, offering advice and crucial interventions for organisations who find themselves having to say sorry.
Learn More: www.essentialcontent.co.uk
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Brad Formsma is the Founder of I Like Giving, an organization which has inspired more than 100 million people in 170 countries to live generously.
Brad helps leading businesses and churches around the country increase engagement, improve health, and increase giving through one of his messages on seven ways to live generously.
He’s had the opportunity to speak to hundreds of thousands of people at corporations, conferences, churches and community events.
Learn More: https://www.ilikegiving.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Rylee Meek is the founder and CEO of the Social Dynamic Selling System, which turns dinner seminar marketing into a science. After responding to a small ad on Craigslist in 2009, Rylee was introduced to a new concept of selling, one in which radically changed his life forever. Having just $673 in his bank account, but more importantly a burning desire for more, Rylee went on to produce over $80 million in sales over the past 8 years. Now that he has perfected his model, through continual trial and error, he is sharing this learned wisdom, and is on a mission to help other entrepreneurs and business owners achieve the revenue goals they have to live the lifestyle they desire. Everything he teaches is tried, tested, refined, and proven to create a predictable, sustainable, and scalable selling system.
Learn More: www.socialdynamicselling.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
One of Bill’s oldest childhood memories is playing hide and seek with his brother and sister among the clothing racks in the retail stores that his father managed. There, he learned lessons like “do what you say you are going to do” and “always put yourself in the other person’s shoes”.
Bill has owned businesses in industries ranging from automation to coaching and from poultry to transportation. Fifteen years ago, Bill found his true passion in coaching other business owners to success.
Bill has worked with 100’s of business owners to achieve EPIC business results while also helping them reach their personal goals. Bill is now on a mission to educate business owners and their organizations through coaching, writing, and speaking.
Bill is currently one on the top ActionCOACH business coaches in the world, is author of The Coach Approach and The Coach Approach Workbook, and speaks on a variety of business growth topics.
Bill lives in Montreat, NC with his wife of 35 years, Lynn. Bill enjoys golf, fly-fishing, reading books on business and theology, and doing anything outdoors with his sons.
Reach Bill at williamgilliland@actioncoach.com or www.billgilliland.actioncoach.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
She specializes in booking podcast interviews for entrepreneurs, authors, and experts. Kelly has an 18-year track record working in media and started podcasting in 2007. She’s hosted her own syndicated radio, worked as a talent agent, celebrity interviewer and produced award-winning podcasts at the network level.
Learn More: http://thetalentsquad.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As one of the world’s leading innovation strategist and futurist, Nicholas J Webb, CEO of LeaderLogic, works closely with fortune 500 companies throughout the world to help them lead their industries in innovation, strategy, and growth.
He serves as a Chief Innovation Officer for the Center for Innovation at Western University of Health Sciences in Pomona, California, and is an Adjunct professor of health sciences.
He speaks at 50+ events annually, and his clients include Gatorade, CIGNA, Freightliner, Johnson and Johnson, Verizon Wireless, Salesforce, Siemens, FedEx, and Genentech.
Webb has been awarded over 40 patents by the US Patent and Trademark Office, for medical, industrial and consumer technologies.
Learn More:
www.nickwebb.com
www.goleaderlogic.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Lt. Col. (ret.) Waldo Waldman – The Wingman – is a Hall of Fame leadership speaker, executive coach, and author of the New York Times and Wall Street Journal bestseller Never Fly Solo. He teaches organizations how to build trusting, revenue producing relationships with their employees, partners, and customers while sharing his experiences as a combat decorated F-16 fighter pilot and businessman.
He is a highly experienced combat veteran with over 2,650 flight hours and sixty-five real world combat missions, having flown both in Iraq enforcing the “No-Fly Zone” and in Yugoslavia during Operation Allied Force in 1999.
Some of his military honors include five Air Medals, two Aerial Achievement Medals, four Air Force Commendation Medals, and two Meritorious Service Medals.
Waldo overcame massive claustrophobia and a fear of heights to become a fighter pilot and believes that the key to building a culture of trust lies with your wingmen – the men and women in your life who help you to overcome obstacles, adapt to change, and achieve success. In business and life, you should never fly solo!
Waldo is a graduate of the U.S Air Force Academy and also holds an MBA with a focus on Organizational Behavior. He is an inductee into the Professional Speaker Hall of Fame, a prestigious award that honors speakers who have reached the top echelon of platform excellence and has been bestowed on less than 190 speakers worldwide. He is also a Certified Speaking Professional (CSP) and his clients include Hewlett Packard, Verizon, American Express, Siemens, The Denver Broncos, and Johnson & Johnson.
In addition to his speaking business, Waldo is also founder and President of The Wingman Foundation, a 501(c)(3) whose mission is to build funds and awareness for soldiers, veterans and their families in need.
He’s been featured on Fox & Friends, CNN, MSNBC, CNBC, The Harvard Business Review, Success Magazine, INC. Magazine, and Business Week.
For more info about Waldo’s programs or his bestseller Never Fly Solo, visit www.yourwingman.com/nfs
e-mail info@yourwingman.com, or call 770-333-9867
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Adam Robinson is a serial tech entrepreneur. In 2014 Robinson founded Robly, a bootstrapped Email Marketing application, after 10 years as a CDS trader at Lehman Brothers. In 2015, Robinson brought OpenGen and RoblyAI to market, which flipped the Email Marketing space on its head by guaranteeing 50% more opens than all competitors. In 2019, Robinson and his team launched GetEmails, creating the world’s first-ever Email-Based Retargeting software. GetEmails identifies up to 35% of anonymous website traffic, then sends their contact records to Email Marketing or CRM applications.
Robinson’s spare time is spent exercising, learning, traveling, and sharing meals with friends.
Learn More: https://www.getemails.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Brian is a computer scientist, entrepreneur and angel investor. Brian currently serves as , which provides cyber risk assessments, data recovery, incident response and digital forensics services. He is a co-founder of Phoenix Nuclear Labs and served on PNL’s board from inception to when it decided to spin-off SHINE Medical Technologies. Those two companies have raised over 200 million dollars of venture capital and employ hundreds of people in Wisconsin.
Learn More: www.gillware.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ron Tite is a best-selling author, entrepreneur, and investor. He has always blurred the lines between art and commerce including Air France,
Evian, Fidelity, Hershey, Johnson & Johnson, Kraft, Intel, Microsoft, Volvo and many others.
He is Founder of Church & State,an agency that unifies content and advertising for global brands and media companies. He’s also an investor in Wavy, Unison, and AirFoil Media. He has written for television. Penned a children’s book. Wrote, produced and performed a hit play. Published an award winning comedy book. Created a branded art gallery. And was Executive Producer & Host of the award-winning comedy show, Monkey Toast.
In demand as a speaker all over the world, Ron speaks to leading organizations about creativity, disruption, branding, and leadership.
Ron’s first book was, Everyone’s An Artist – Or At Least They Should Be (Co-written by Scott Kavanagh and Christopher Novais), was published by HarperCollins in 2016. His most recent book, Think •Do •Say: How to Seize Attention and Build Trust in a Busy Busy World, has just hit store shelves.
Learn More: www.thinkdosay.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
She helps her clients align their subconscious mind with their heart driven goals, so they can more quickly live happy, grateful lives filled with love, inspiration and success. With a background as a holistic chiropractor, Lise has developed the Heart Freedom Method, a leading-edge mind/body tool that creates fast and permanent transformations from the inside out.
Over the past 25 years, she has helped thousands of professionals, entrepreneurs, executives, artists and many others find and dissolve beliefs that are holding them back so they can unfold their greatest future. She is the author of two books, Conversation with the Heart and You Are Loved and is currently co-writing a book with Jack Canfield on her Heart Freedom Method.
Learn More: www.drlisejanelle.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
He has built several 7-figure eCommerce businesses from the ground up and is working on a zero plastic waste company Moop. Martin previously worked in Silicon Valley for a leading gaming company.
There, he helped manage an aggressive >$100 Million annual Facebook ad budget. Martin also holds a patent in predictive modeling related to ad buying. After leaving the corporate world, Martin traveled to 30 countries in over 2 years. He advises business leaders and enjoys helping people in all aspects of digital marketing & eCommerce at www.Martinochwat.com.
Blog for digital marketing tips: martinochwat.com
Zero waste startup Moop: getmoop.com
Connect on social:
https://www.linkedin.com/in/martinochwat/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
One of the founding experts for helping institutions create a culture of respect, Mike Domitrz shares critical skill sets proven to produce long-term impact on organizational culture.
Why Mike Domitrz? Decades before mainstream America was discussing “Asking First” or sexual harassment cases were on the cover of every major media publication, Domitrz was being brought in by leading educational institutions and the U.S. military to help them pursue a new standard of consent and respect. With Mike being the author of 3 books and an award-winning DVD, you get one of the world’s leading influencers and thought-leaders on the topic of Respect.
You may have seen Mike on NBC Dateline as a featured subject matter expert or being quoted in international news publications. He is continuously being sought out for his proven track record of helping shift the paradigm for people.
In 2002, Mike founded what is now The The Center for Respect which conducts trainings for tens of thousands each year. Today, small and large organizations and associations are turning to Mike Domitrz to help them do what he has done for universities and the US Military for decades – Create a Culture of Respect throughout their organization. Mike’s extensive experience and incredible talent as a speaker enables him to connect with audiences of all ages in honest, unique conversations that are always built on creating positive behavioral change for each individual and the organization as a whole. Imagine teaching 15-year-olds about “Asking First” and then later that same
day talking with CEOs about creating mutually amazing relationships. You know Mike will be able to connect with each person in your audience.
Help create a transformation throughout your organization by bringing Mike to help you build a Culture of Respect.
Learn More: www.CenterForRespect.com
www.MikeSpeaks.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Since opening his coaching practice, Brad has helped numerous business owners achieve their goals, and take their business to the next level. Brad’s clients have achieved double and triple digit growth in profitability, accomplished through improvements in sales, marketing, team training, systems development and strategic planning. He helps business owners grow from an “owner wears all hats” approach to development of a results--driven and profitable team, allowing the business owner to focus on the areas that he or she enjoys. Brad is so confident in his ability to help eager business owners that he will only offer to coach a business if he can guarantee results.
As an ActionCOACH, Brad belongs to a network of over 1,000 business coaches in 70+ countries. With this network of brain power, extensive operations, sales and leadership experience and over 3,000 hours of training as a Certified Business Coach, Brad is skilled at breaking down complex issues into simple steps, and has the tools to help his clients succeed. Determination and a resolute attitude are hallmarks of the entrepreneur. Brad takes great pride in using these to enable business owners to fully achieve their goals and dreams.
Learn More: www.bradclark.actioncoach.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mike Kitko is a Business Advisor, Speaker, and Author.
He found external success in the world through attaining powerful titles, incomes, and material possessions.
He ultimately fell into depression, alcoholism, and the near collapse of his family before he began a journey of internal happiness.
Mike now coaches Executive Leaders to feel as powerful on the inside as they appear on the outside.
Learn More: www.mikekitko.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Umar Hameed is an expert in changing individual behavior and improving team dynamics. He uses techniques and tools from the world of Applied Neuroscience and NLP to make individuals and organizations more successful. He works with leaders, salespeople, and teams that want to become exceptional.
Umar says, “Every behavior and team dynamic has a belief that drives it. You can’t create change unless you address the underlying belief.”
Here is what set Umar apart from other consultants:
Umar has been the Keynote speaker at conferences in 14 countries
Umar is the author of two books, IdeaCution, and Unleash Your Crazy Sexy Brain!
Umar has founded 4 companies
Umar has held a briefing at The White House
Umar has been a guest lecturer for universities on 3 continents
Umar has 16 years of experience in changing human behavior using Applied Neuroscience
Umar’s YouTube channel has over 400K+ views without a single cat video!
Learn More: https://www.nlpmd.com | https://neuroboosterz.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
For over three decades, Tony has been a globally recognized business and technology leader on the forefront of the Global Business Services (GBS) and Information Technology industry.
Tony’s experience in digital transformation runs deep. During a 27-year career at Procter & Gamble he ran both operations and digital transformation for P&G’s famed GBS and IT organization in every region of the world, ending up as Global Shared Services and Information Technology Vice-President. As a well-known industry thought leader he has led GBS design and operations, held CIO positions, managed acquisitions and divestitures, ran large-scale outsourcing, created industry-wide disruptive innovation structures, and designed new business models.
He was named on Computerworld’s Premier 100 IT Professionals list in 2013.
The recent opportunity to re-do digital capabilities for the multi-billion dollar best-in-class Global Business Services organization at P&G, by using exponential digital capabilities from the fourth industrial revolution, has brought together all of Tony’s digital transformation experiences against the big challenge of industry-level disruption. In tackling this by creating an industry ecosystem, it became apparent that this would be successful only if he could beat the 70% failure odds of digital transformation projects. Driven by this insight, Tony’s focus over the recent years has not been on technology, but on the anthropological and engineering rigor that is necessary to deliver successful digital transformations.
Tony is currently an advisor to boards and c-suite executives on digital transformation. He continues to be a sought-after speaker in his spare time. Tony also advises several start-ups and venture capitalists.
He has founded a blockchain based company to help the IT industry commercialize disruptive software. Tony’s prior board experience includes IT advisory board memberships at the University of Cincinnati,
the Indiana University business intelligence program and at the University of Texas. He has been on the customer advisory boards of Cloudera, Box, and High Radius. Among non-profits, Tony was the founding member and Chairman of the Board for the INTERalliance of Greater Cincinnati, and is currently on the boards of Community Shares of Greater Cincinnati, and Remineralize the Earth.
Learn More: http://transformant.io/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Joseph Michelli, Ph.D., is a certified customer experience professional, one of Global Guru’s top three experts on customer service, the author of nine business books about companies like Starbucks, Zappos, Mercedes-Benz, and The Ritz-Carlton Hotel Company.
In addition to being a Wall Street Journal and New York Times #1 bestselling author, Joseph helps leadership teams improve the experiences they provide for team members and customers. He also is an internationally sought after keynote speaker on leadership and customer or patient experience.
Learn More: https://www.josephmichelli.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Visionary leader bringing over 20 years of experience in profit optimization and strategic business growth development across diverse industries. Jason has been recognized for talents in strategy development and is passionate about world abundance in business through re-education.
Learn More: www.jasonneu.actioncoach.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
The 3 simple questions that will help you change the world
Martin has worked with such organizations as The World Bank, Sony Pictures Entertainment, Southern California Edison and Virgin Records, helping them expand their outlook and position themselves for the future.
Martin’s newest book is: ‘Project Heaven on Earth: The 3 simple questions that will help you change the world … easily.’
He helps people discover what Heaven on Earth is for them and their business, and what simple, easy, concrete action they can take in the next 24 hours to begin making that real.
Learn More: www.MartinRutte.com & www.ProjectHeavenOnEarth.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr Malcolm Upton shares how to get results and the real, rubber meets the road, strategies and tactics to make your business goals a reality.
He is a multiple author including his most recent book “Silver Bullet Marketing: The 11 Essential Elements of Your Money Making Marketing Machine They DON’T Teach In School”
As a member of the Air Force reserve, he taught at the Air Force Officer Training School for 16 years.
As one of the top 1% of all Air Force instructors, he ensured the success of future officers and leaders.
Now he guarantees results for North Texas Small Business Owners and has been recognized by Chambers of Commerce, both houses of the Texas Legislature, and North Texas business leadership organizations.
Dr Malcolm speaks at dozens of meetings across North Texas in addition to leading the North Texas Mastermind Communities and specializes in helping business owners grow their business so they can 1) fund the vacation of their dreams, 2) can take that vacation without worrying about their business and, 3) come back to a business that is larger and stronger than when they left.
Let’s make your next vacation soon and profitable.
“As an entrepreneur seeking to grow my business I know the value of having a trusted adviser who not only understands your business but will give solid guidance. Malcolm is that type of person.
With an extensive knowledge of small business marketing, Malcolm provides actionable solutions that can be implemented immediately.
He will get you thinking in new ways whether it is about lead generation, client retention or increasing you presence and authority in the marketplace.
Malcolm speaks in simple straight forward manner in a language that helps us meet our objectives and encourages us to do the same with our clients.
He has extensive experience in coaching, training and teaching in variety of industries.
His years of experience coupled with his cutting edge knowledge of social media and its effective use in business is invaluable to business seeking growth.”
Learn More: www.TheMastermindCommunity.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As the Millennial and Gen Z Marketing Guy, Jeff Fromm has traveled the world sharing insights on how youth culture is impacting the marketplace—as well as the consumer behaviors of every generation.
He led the first public study of millennials in 2010 through a partnership with the Boston Consulting Group, work that informed his first book: Marketing to Millennials. He has since co-authored three more: Millennials with Kids, Marketing to Gen Z and The Purpose Advantage. He also is a regular contributor to Forbes.
Jeff earned an economics degree with an emphasis in marketing from The Wharton School of the University of Pennsylvania and attended The London School of Economics. His work fuels Futurecast, the forward-thinking consulting and publishing arm of Barkley, a creative idea company.
Learn More: www.jefffromm.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Nanette Miner is a leadership development and workplace learning strategy consultant.
She is the founder of, and Managing Consultant for, The Training Doctor; a South Carolina-based consulting firm that helps its clients to prepare today, for the organizational leadership they will need tomorrow.
Clients appreciate Nanette’s guidance through relevant, timely, and often challenging questions that stimulate new ways of thinking and working, in order to prepare their organizations for the future of work.
Her focus on business goals, integrated with sound principles of adult learning, results in enhanced organizational effectiveness and astounding return on investment.
You may include the following details as you see fit for your group / publication
Speaking
She is a frequent speaker at trade conferences and corporate conventions, and an expert-guest on the topic of workforce development for Inc. Radio.
Publishing
Her most recent book is Future-Proofing Your Organization by Teaching Thinking Skills. As a scholar-practitioner, she is has authored books on various aspects of business management, marketing and employee development, and has been published in, or quoted by Huffington Post, Fast Company, the BBC, MBA World.com, and numerous industry and trade journals.
Education
Nanette has been passionate about business and learning since she was a youngster. She had a paper route from ages 11 – 15 and attended the Connecticut School of Broadcasting, at 16, on her own dime. In addition, she has a bachelor’s in business and marketing, a master’s in human resource management and organization development, and a doctorate in adult learning theory.
Fun Fact
While a college student, Nanette spent 1 summer as the personal assistant to Ronald McDonald.
Learn more about our NEW in-person workshop which helps small to mid-sized companies to create a plan / strategy for their leadership development – we call it Teach at the Beach because we are holding it at an ocean front beach house.
https://the-training-doctor.constantcontactsites.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I’m an 18-year executive marketer and just an all-around marketing nerd!
I love teaching small business owners how to set up their marketing correctly and develop marketing strategies that work. And most importantly, guide entrepreneurs to create PROFITABLE marketing campaigns!
Learn More: https://www.andreapalten.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Krista Ryan is a professional business coach, success trainer and motivational speaker. She lives in Byron, Minnesota with her husband, Chris and their three children. Krista and Chris own and operate the community bank in Byron (First Security Bank), where she also holds the title of Marketing Director, Director of Human Resources and serves on the Board of Directors.
Throughout her banking career, Krista has found a passion coaching bank employees on workplace satisfaction, morale and productivity.
In early 2017, Krista decided to follow her passion and get certified as a professional coach so that she could help other employees and business teams benefit from the support Business Coaching offers.
On October 1st, 2017, just a few days after returning from her training in professional coaching, Krista and Chris, along with four other friends, were attendees of the Route 91 Harvest Festival in Las Vegas.
That night, they became witness to the largest mass shooting in American history which claimed the lives of 58 innocent victims and left thousands of others recovering.
Now, two years after the event, Krista is coaching her clients from a professional and business perspective on the power of ones own mindset.
She supports her clients through her personal story and lessons learned from this mindset shift and how she now spreads the message of self accountability to live with joy, happiness and love through every chapter of life.
Learn More: www.kfgcoaching.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Terry Lyles holds a Ph.D. in psychology and is recognized as a national/international educator, author of three books, speaker to universities, schools, Fortune 500 Companies, world-class athletes, and public audiences. Dr. Lyles has trained hundreds of individuals including Fire Rescue workers in and around Ground Zero, International Forensic Medical Teams in the Asian torn Tsunami area and the Haiti relief effort sharing his time-tested, scientifically measured approach to stress utilization.
Major corporations have also benefited from this training technology such as Gulfstream, Chrysler Group, GM, Banana Republic, Macy’s, Pfizer, Universal Studios, Tommy Hilfiger, and Dior to name a few. NASCAR’s Richard Petty Motorsports, Military Special Forces, Air Force fighter pilots and Space Command have all utilized this specialized training.
Dr. Lyles has appeared on CNN, CNBC, HLN, NBC, ABC, FOX NEWS, USA Today, and in U.S. News & World Report as a Human Engineering Life-Balance Specialist. He hosted a premiere talk show sponsored by Success Magazine, and was heard as the “The Stress Doctor” in South Florida and recently launched his Biometrictelemetry broadcasted on live real-time TV with ABC ESPN in INDYCAR at the INDY 500.
For More information: www.terrylyles.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
A former Consulting Actuary to Fortune 100 companies – including Sony Music, Chanel, and Exxon – David left his cushy Park Avenue job 20 years ago to build the world’s largest coaching business. He became #1 on Google for “life coaching”, serving an audience of 150,000 coaches, and coaching thousands of hours in 12 countries around the globe.
Alongside his clients’ successes, David is no stranger to overcoming challenges himself, having survived a full collapse of his paraglider and a fractured spine, witnessing the death of his sister at age seven, severe anxiety and depression, and a national Gong Show!
He is the author of “Get Paid For Who You Are,” with foreword by Jack Canfield. He was nominated to the Transformational Leadership Council alongside such thought leaders as Don Miguel Ruiz, John Gray, and Marianne Williamson.
David believes that the tough conversations we avoid, are our doorways to confidence, success, and love.
They become the defining moments which shape our world. He coaches high performing entrepreneurs, executives and teams – and now prison inmates – to
create amazing results and deep connection. One tough conversation at a time.
Take the 5 Minute Life Assessment at http://www.playforreal.life
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Many of you may be wondering what I mean by, Correcting Corrections, and what this book entails. In this book, I look to correct the way that society approaches the corrections system.
Are we just putting those that are of sound mind and body that have broken the law in prison, or are we also putting those away that are not of sound mind and body who have also done wrong yet cannot be aware of their wrongdoing? I know we are doing both.
In this book, I also look for various ways to identify people that need mental health care, how to treat them before they get into trouble with the law. I also look briefly at how we might be able to correct issues from early on in society to prevent troubled teens with signs of mental illnesses from becoming just another statistic, bound to a troubled life in the cycle of the system.
I also discuss barriers to treatment and why some people end up sicker. We need to correct corrections and treat the mentally ill inmates better, allow them the opportunity to get the right help they need. We need to stop closing mental health facilities in neighborhoods, despite how poor some neighborhoods may be. In fact, we need to open more of them – that’s something that we should see on a ticket when a politician is running. Although maybe seldom spoken about, this is so important. People are dying. Sometimes, for menial crimes and offenses, and they are dying in horribly barbaric ways that could have so easily been prevented.
It is through my own professional journey that I have been able to witness firsthand what happens when a mentally ill inmate is not given the proper care. It is wrong and it is sad – hard to stomach. Those that are intellectually disabled that have committed crimes are still people, and should never be made to be degraded to such a degree as I have described prior, in the preface.
Buy the Book: https://www.amazon.com/dp/B07XDM6RCY
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
No nonsense, no fluff and no bull@#$% – Sam believes in owning all aspects of your work and life. There are no victims and luck won’t save you. Sam’s background in the military, in the fire service and in business have provided a great life for him and his family because it has taught him to do the work needed to be successful.
Sam is a combat veteran of both Iraq and Afghanistan and enjoyed a 20-year career as a Reconnaissance Marine. Sam is also a qualified Firefighter and Paramedic and after a 17-year career he obtained the rank of Lieutenant.
Today, Sam is an avid runner, outdoorsman, husband and father of three teenage sons. He runs his coaching practice and maintains a small real estate team at eXp Realty in Medina, Ohio. He frequently travels to coach small groups in business development and strategy.
If your podcast is about growth, personal standards or entrepreneurship then Sam will be an ideal fit for you.
Learn More: https://www.samsonfire.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Remy Blumenfeld coaches leaders to play the game of life with purpose, grace and ease. He specializes in sectors fuelled by innovation and creativity. This includes Arts and Culture, media, television, film, fashion and advertising. His clients include directors of national arts organizations, worldwide ad agencies and a wide range of entrepreneurs.
Starting his career as a TV presenter in the USA, Remy launched his first TV Production company out of his bedroom. He sold it eight years later to the world’s largest production company where it became the producer of Big Brother.
He has served the board of Endemol UK and later the board of ITV Studios where he was director of Formats. There he was responsible for shows from Come Dine With Me to I’m A Celebrity.
Learn More: https://www.vitality.guru/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dana Wilde is the bestselling author of Train Your Brain and the creator of The Celebrity Formula.
After growing her own business from zero to a million dollars a year in under 19 months, Dana shows you how to make money by being happy and get paid for being YOU!
With nearly 100,000 followers in 87 countries, she is featured in the movies The Abundance Factor, The Truth About Prosperity, and Dream Big.
As the host of The Mind Aware Show, she reveals how to intentionally and systematically change your mindset so you get better outcomes.
Get the Train Your Brain audio book FREE!
Learn More: http://www.danawilde.com/saunders
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
David H. Freeman, J.D. helps law firms grow revenue by enhancing leadership, business development and client service.
For 25 years, he has trained and coached thousands of lawyers and leaders from nearly 200 firms, including 45% of the AmLaw 200. He is a multiple best-selling author, and he was inducted into the National Law Journal Hall of Fame based on being voted the #1 business development consultant and coach in national surveys for three consecutive years.
David is a Trusted Advisor with the Professional Development Consortium, a COLPM Fellow, the CEO of the David Freeman Consulting Group, the founder of Law Firm CultureShift®, the creator of Culture Xray® (an internal business development culture assessment), and the developer of technology that automates cross-selling coaching for lawyers (Cross Serving®).
Learn More: www.LawFirmCultureShift.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jeremy Redman Founder & CEO of V One, Inc.
I just do. I built multiple 6-figure companies, from nothing (had to get that in there), by 30. Trying to make them 7-figure.
Also, I am currently helping dozens of entrepreneurs launch their products through the V/One platform.
Dropped out of grad school to follow a dream and move across the country. Everything is calculated or its not.
Learn More: https://yourvone.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Brad Sugars started the ActionCOACH brand in 1994 in Brisbane, Australia. Today the company is ranked as the leading business coaching franchise by Entrepreneur magazine.
ActionCOACH operates in over 70 countries and has more than 1,000 coaches around the world, coaching 15,000 business every week. The franchise has received numerous awards including Fastest Growing Franchise, Franchisee Satisfaction, Best Overall Company and has been named the number one business coaching franchise in the world every year since 2004.
Using the coaching strategies that have helped thousands of companies around the world, Brad Sugars and his executive team helped lead ActionCOACH and its coaches to some of its most profitable and best years ever… in the face of challenging economic conditions. Brad Sugars and his team continue to build “business re-education” to new, more innovative and exciting levels.
Learn More:
www.actioncoach.com
Buy the book Pulling Profits Out of a Hat: https://www.addzerosnow.com/Store
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Using the Nutrition Response Testing® non-invasive muscle testing system, owner Sarah Outlaw, MH, MSACN, helps patients handle a range of illnesses with customized clinical nutrition systems. Offering safe, natural solutions for health problems, Natural Health Improvement Centers has shown tremendous growth over the last four years.
From her humble beginnings in one room of a chiropractic office, Outlaw has led the growth of Natural Health Improvement Centers to a series of expansions in two states. Her practices are two of the fastest-growing ever in the history of Nutrition Response Testing®.
“My mission and purpose is to help get sick people well without the use of drugs or surgery and to teach other practitioners to do the same,” Outlaw said. “I am grateful to Dr. Freddie Ulan, founder of Nutrition Response Testing® and Ulan Nutritional Systems, Inc., for giving me the tools needed through their Advanced Clinical and Practice Management Training to bring true healthcare to my communities.” Outlaw also expressed gratitude to her husband and family for their support, and also to her clinical team, office staff and Standard Process Reps. “It’s a team effort.” Outlaw said. “Without the support of my team I would not be able to fulfill my mission and purpose.”
For more information on either of the Natural Health Improvement Centers in either Iowa or New Jersey, visit:
www.nhicdesmoines.com or www.nhicsouthjersey.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John Livesay, aka The Pitch Whisperer, is a sales keynote speaker and shares the lessons learned from his award-winning sales career at Conde Nast. In his keynote “Better Selling Through Storytelling,” he shows companies’ sales teams how to become irresistible so they are magnetic to their ideal clients. After John speaks, the sales team becomes revenue rock stars who know how to form an emotional connection and a compelling sales story with clients. His TEDx talk: Be The Lifeguard of your own life has over 1,000,000 views. His best selling book is Better Selling Through Storytelling.
He is also the host of “The Successful Pitch” podcast, which is heard in over 60 countries. These interviews make him a sales keynote speaker with fresh and relevant content. Audiences love him because they know he’s been in their shoes.
John has been interviewed by Larry King and appeared on TV as an expert on “How To Ask For What You Want And Get A Yes.” John currently lives in Los Angeles with his two King Charles Spaniels who welcome him home after he returns from being a sales keynote speaker, reminding him of the importance of belly rubs
Learn More: https://johnlivesay.com/
Text “Pitch” to 66866 to get the sneak-peak of the book!
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jill’s first job was working in the kitchen of a nursing home in the mid 1980’s. As she ladled pureed glop into plastic bowls and watched residents sitting slumped over in wheelchairs, she thought, “I can’t believe people have to live this way at the end of their lives.”
For over two decades, Jill has made changing the culture of nursing homes, assisted living communities and retirement communities her life’s work as an administrator, executive director and vice president of operations.
In each role, Jill pushed back against the status quo and drove deep cultural transformation in both for-profit and non-profit organizations.
These efforts not only improved the quality of life for the people who lived and worked in her communities but led to significant improvements in occupancy, financial and regulatory outcomes.
Jill now serves as President & CEO of The Eden Alternative, an international non-profit dedicated to creating quality of life for elders and their care partners, no matter where they may live.
In 2018, The Eden Alternative impacted the lives of 100,000 people in sixteen countries around the world. Jill is the author of Disrupting the Status Quo of Senior Living: A Mindshift and speaks internationally on the topics of culture, leadership and ageism.
Learn More: http://www.edenalt.org
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jason Womack is an instructor: Leader Development Course for Squadron Command, US Air Force, The Air University.
Author of best-selling books: Your Best Just Got Better and Get Momentum. Cofounder of the GET MOMENTUM Leadership Academy.
Husband of 20 years to Jodi Womack, and nationally ranked Olympic-distance triathlete.
Learn More: www.GetMomentum.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Since 1999, John’s helped thousands of client’s in many industries including Management Consulting, Insurance, Finance, Sales, IT, Manufacturing, and many more -develop more conversations (and sales) with their ideal future clients.
Fact is, John’s one of the top guy’s organisations (small and large) come to when they want to know how to turn more conversations into cash, particularly via LinkedIn.
Connect with John via
LinkedIn: – https://linkedin.com/in/johnbellamy
Web: –https://directmsging.com/birn/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Born and raised in Thompson, CT, Eric Kapitulik attended Pomfret Preparatory School, where he excelled as a three-sport varsity athlete. Upon graduation, Eric matriculated at the United States Naval Academy, where he was a four-year varsity letter player on the Division I Lacrosse team.
After graduation in 1995, Eric went on to serve in the United States Marine Corps as both an Infantry Officer and Special Operations Officer with 1st Force Reconnaissance Company, 1st Marine Division.
As a Platoon Commander within his company, Eric led a team of 20 covert operations specialists on numerous Special Forces-related missions, including long-range reconnaissance patrols, hostage rescues, high-altitude jump exercises, ship takeovers and gas-oil platform takedowns.
In 1999, during a routine training mission to prepare for an upcoming deployment to the Persian Gulf, Eric and his platoon were in a helicopter crash that resulted in the death of seven Marines.
In response to this tragedy, Eric created the Force Reconnaissance Scholarship Fund to benefit the children of his fallen men.
Eric left active duty after eight years of service and received his MBA from the University of Chicago Graduate School of Business in 2005. He founded The Program in 2008.
Eric holds himself to high standards and always strives to do ONE MORETM. He has participated in eight Ironman Triathlons, The Canadian Death Race Ultra Marathon, The Eco Challenge, and The American Birkebeiner Ski Marathon. He is also an avid mountaineer and has summited five of the Seven Summits (the highest peaks on each of the seven continents): Mt. Kilimanjaro, Mt. McKinley, Mt. Aconcagua, Mt. Elbrus, and, most recently, Mt. Everest.
Learn More:
http://www.theprogram.org/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Michael Gale founded Strategic Oxygen in 2001, which was widely seen as one of the technology industry’s primary data toolset for marketers, used by over 20 brands and used to model over $4 billion in marketing and sales investments.
The company was sold to Monitor Group, where he was a group partner from 2006 to 2010. In 2011, he became a partner at Pulsepoint Group, a digital consulting company, which was acquired by ICF in 2015.
Michael has also served as chief web officer and GM at Micron Technology and was the vice president of worldwide brand research at IntelliQuest.
Learn More: www.inc.digital
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bill Bice has always been an entrepreneur, starting his first company at age 14, putting on road races with corporate sponsors.
At 18, he started ProLaw Software, the first integrated ERP for law firms. After selling the company to Thomson Reuters, Bill became a VC as a founding partner in the Verge Fund, investing in high tech, high growth companies in the Southwest.
One of the core things that Bill has learned in building and investing in companies is that the go-to- market is always the hardest part of growing a business. He got so frustrated in trying to get great marketing for his companies that he decided to tackle the problem. A programmer at heart, Bill founded boomtime, tackling marketing as a technology problem. It turns out that when you follow the data, really good things happen. That’s why boomtime built the world’s first marketing-as-a-service platform: fuse. boomtime’s marketing strategists follow the data: they already know what will work.
Instead of reinventing the wheel, boomtime applies proven marketing techniques at scale.
Learn More: www.boomtime.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Can you be highly successful in business and highly spiritual at the same time. Let’s take this question a step further. Is there a direct relationship between your spirituality and great success?
Heather Dominick is a woman who is impressively successful, and highly spiritual. A former high school drama teacher who collaborated with none other than Bette Midler. A graduate of NYU where she received her first coach training. Heather is the winner of the 2015 Best of Manhattan Coaching Award and creator of the 2014 Stevie Award winning virtual event A Course In Business Miracles®: 21-Day Discovery Series that attracted close to 6,000 official registrants from all around the world including: Iceland, Nigeria, Russia, Asia, South America, Australia, Europe and the U.S.
She has appeared on Lifetime Television and has been published in numerous books including Stepping Stones to Success alongside Deepak Chopra
An exceptional facilitator and teacher Heather is known for creating a safe, sacred community for true transformation whether she is teaching a Business Miracles® Class, delivering training online or in-person or mentoring members of her Business Miracles Community in her various Mentoring Programs. She has helped thousands of HSE®s release life-long limiting beliefs, overcome fears and learn how to build their business in a way that actually feels so good that they can’t help but create solid, sustainable, high level financial success.
Heather is also the founder and leader of the Highly Sensitive Entrepreneur® movement.
Learn More: www.businessmiracles.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Prior to forming Focus Asset Management, Matthew was an advisor with Fisher Investments where he was responsible for managing approximately $150 million in assets, where he signed $35 million in new client assets in 2018, Ranked in the Top 1% for new client on-boarding and retention for Fiscal Year 2018 and constantly lead his team in client satisfaction.
Matthew also previously worked at Merrill Lynch, Pierce Fenner & Smith where he advised affluent individuals and families.
Matthew attended Syracuse University for undergraduate, and Harvard University for graduate work, and obtained a Professional Certificate in Financial Markets from Yale University.
Matthew has 12+ years of professional experience, and 10 years of investment advisory and consulting experience.
Contact Mathew Unger:
www.FocusAssetMgmt.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Marcus Taylor is the Founder & CEO of Venture Harbour, a digital innovation studio in Oxford (UK) that has built a multi-million dollar portfolio of highly-automated online businesses with zero funding.
https://brokernotes.co
https://leadformly.com
https://sereneapp.com
Marcus also developed the World’s first scientifically-valid method of measuring human comfort zones and has been featured in the Forbes 30 Under 30.
Learn More: https://www.ventureharbour.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I’m an entrepreneur, investor, and technology enthusiast. I started my career at the age of 15 working in a factory 12 hours a day, 6 days a week. Earned a cool $2/day.
I had no contacts or resources, but I was determined to improve my life. I realized education and the right training was the only way for me to achieve my goals.
Somehow I managed to acquire modest education. From there I went on to become a technical leader and CTO in multiple startups.
All this happened because of education and training. So I am very passionate about learning and sharing knowledge.
I like startups, business ideas, and high-tech anything. I love to work on hard problems and get my hands dirty with cutting edge technologies.
I favor pragmatic solutions over complex ones. I favor scrappiness over lavishness.
I favor fast execution over endless deliberation. I favor serving the CUSTOMER over my own desires to build something cool.
I favor bending the rules (without breaking them) over abiding by them.
I believe in the resiliency and adaptability of the human race, and I know we can overcome any challenge if we work together.
Currently, I am the principal consultant, architect and CTO of a software consulting company TetraNoodle Technologies based in Vancouver, Canada.
We work with various startup founders and help them bootstrap their dreams and bring innovative products to market quickly and efficiently.
We also train engineers on cutting edge technologies.
Learn More: https://go.tetranoodle.com/boot-podcast
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Kirsten Bunch author of Next Act, Give Back: Discover Your Personal Path to Go From Being Charitable to Being a Changemaker.
As the creator of the Women’s Changemaker Mentorship™ she is inspiring a generation of mid-career women to use their experience, ideas and networks to address some of today’s most pressing social, economic and environmental challenges. Her clients, which range from a neuroscientist to a celebrity stylist, start new careers and businesses that create better communities.
Kirsten spent 25 years traveling to over 50 countries for game-changing organizations like the Rainforest Alliance and VisionSpring. She helped fundraise over $20 million and designed and managed social change programs in 10 countries. During this time, many women told her that SOMEDAY they were going to give back by starting an organization or a business that did good in the world.
When Kirsten sat down to design her own reinvention in 2016, she decided that it was time for women to stop saying someday and create powerful next acts TODAY.
Learn More: www.kirstenbunch.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Chris Sparks founded The Forcing Function in 2017 at the behest of friends and family who believed that he should share his talent for peak performance training with others.
Chris is now the right-hand man to dozens of successful entrepreneurs, giving them the systems they need to multiply their productivity and maximize their effectiveness.
After years of deconstructing and distilling the habits of top performers, Chris wrote Inflection Point, his guide to generating a complete shift in life trajectory.
In his days as a professional poker player, Chris was ranked one of the top 20 online poker players in the world.
Learn More: www.theforcingfunction.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As CEO of AddingZEROS, an executive development firm and one of the top coaches in ActionCOACH Business Coaching, Monte Wyatt brings over twenty-five years of remarkable leadership, business and personal development experience to executives and their
organizations.
Monte’s brand promise is threefold – Advance a career. Transform a company. Achieve incredible results. To fulfill these promises, Monte defines what he does in four words:
Awareness: He helps you see things that you cannot see in yourself and your organization.
Education: He brings proven strategies in leadership and management, influencing up and down, hiring and training your team, strategic thinking and execution planning, communication adapting, business and personal development.
Implementation: He assists you in thinking through and putting the education into practice into your daily activities.
Discipline: Monte holds you accountable to your goals and actions that you commit to.
Learn More: https://www.addzerosnow.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Brooke is a Forbes-published business coach for women entrepreneurs looking to build successful online businesses that give them freedom, light them up, and bring them abundant income. Learn More: www.brookeeschultz.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
After graduating from the University of Maryland in 2008, Colin moved from the east coast to Chicago. He was initially called there by the sirens of opportunity in the business and comedy world.
After successfully navigating his way through management roles in the corporate sector (banks, tech startups, etc.) and semi-successfully trudging through the comedy industry, he stumbled upon Demo Duck in 2014.
Making the career move to the video production world, his lifelong passion, was exciting and daunting. Finding his footing relatively quickly, he was soon leading projects with international brands located all over the world.
In 2017, Colin was handed the reins of the company when he was promoted to Managing Director – talk about imposter syndrome. He is one of those lucky people who absolutely loves what he does and is honored to work with super smart people at Demo Duck.
Learn More: www.demoduck.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John Paul Marosy is a pioneer in the field of aging and caregiving/work balance. Inspired by insights he gained from arranging care for his father, John Paul wrote the ground-breaking book on caregiving/balance, A Manager’s Guide to Elder Care and Work in 1999. Since then John Paul has helped employers around the U.S. and thousands of individuals reduce productivity losses related to caregiving/work conflicts.
In 2019, John Paul published Caregivers Work: A Six Step Guide to Balancing Work and Family, a completely re-redesigned and updated version of his classic, award-winning book Elder Care: A Six Step Guide to Balancing Work and Family originally published in 2003.
A graduate of Saint Peter’s College and Boston University, John Paul was awarded a Presidential Citation in 1984 for the Planning Partnership in Aging, a pioneering collaboration of Boston-area private companies and government agencies focused on enabling elders and their caregivers to live independently at home. The Partnership was convened by Minuteman Senior Services of Lexington, MA where John Paul served as executive director.
The Planning Partnership in Aging was an early execution of John Paul’s lifelong goal of uniting the public and private sectors to promote independent living for elders and persons with disabilities.
John Paul Marosy has been featured in The Boston Globe, AARP Bulletin, HR Magazine of the Society of Human Resource Managers, as well as Caring and The Fearless Caregiver magazines, PBS, and New England Cable News.
He lives in Denver, Colorado. He and his Donna are currently care partners with his Wife Donna’s 92-year-old year mother.
Learn More: https://www.caregiverswork.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jerry is a husband, father,entrepreneur who comes from a family of 9 brothers and sisters, with Jerry being child number 7. He grew up a poor kid from Portland, Oregon with no education, training or advantages in life. Stealing food to eat until getting his first job at 11, living on the streets at 17, violence was a way of life for him. Determined to make it out of his surroundings, Jerry worked more than 20 jobs before starting his first business at 28. Over the last 20 years his companies have generated over $450m in revenue, and a lifetime of experience.
Having had thousands of employees, Jerry has owned all types of businesses, from a large transportation company to car washes, gas stations, and convenience stores. In addition, he owns and manages 150 thousand SF of commercial real estate, has built multiple residential developments with hundreds of lots and has built, remodeled, rented and sold more houses than he can remember. A serial entrepreneur, Jerry has now made it his mission to educate others that grew up like him, teaching that there is opportunity and hope if you are willing to do what it takes.
www. JerryBrazie.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tommy Baker helps dreamers, visionaries and entrepreneurs bring those dreams to life —and create a life they can’t wait to wake up for.
As author of UnResolution, The 1% Rule and The Leap Of Your Life, Tommy believes living up to our potential is what we’re here for.
Through his writing, coaching and podcast —he’s helped thousands of people take their next bold step and never look back.
He’s been featured in Entrepreneur, Influencive, Thought Catalog and more.
Learn more at:
https://resistaverageacademy.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Growing up in the large coastal resort town of Bournemouth, on the South Coast of England, Dr. Sabrina Caliendo’s road to Nurture Wellbeing Chiropractic PC has been a long, exciting, and very rewarding one.
After graduating from the Anglo-European College of Chiropractic in England in 2000, she went on to practice at The Center For Positive Health in Telford, U.K., where she was a top associate. After two years there, Caliendo moved to Shirley, Southampton, where she joined the team at St. James Chiropractic.
In 2004, Dr. Caliendo returned to Bournemouth. It was a homecoming of sort, in the best possible way. She returned to the town she grew up in, with an opportunity to help the people in her community that she held near and dear to her heart. Wave of Life Wellness Center was born and Dr. Caliendo owned and operated the Practice for the next three years. It grew from a generic “Chiropractic Practice” to an energized hub for growth, healing and education.
Wave of Life Wellness was Dr. Caliendo’s first Network Spinal Practice. She began practicing Network Spinal earlier in 2004, and made a decision to always work with people to express their full potential, and not just chase pain.
Network Spinal Chiropractic uses gentle touches along the spine to cue the brain to make changes throughout the body, dissipating tension and allowing the person to access parts of the Central Nervous System to regulate the body in the most efficient way. This eventually becomes an automatic response and the body learns to self-regulate in profound ways. This work is gentle but extremely powerful. It creates massive shifts both physically and emotionally, and teaches the body to regulate itself from the inside out. This is a very unique approach, as the body actually learns to “self-correct”, and the Nervous System becomes even more evolved.
For Dr. Caliendo, it was so fulfilling to be able to give back to her family, friends, and the wonderful coastal resort town that helped shape her. Wave of Life Wellness Center is where she discovered more of herself – her entrepreneurial spirit and her ability to inspire others to want to achieve more life expression. Her love and passion grew exponentially, and she realized that her profession was in fact, her calling and Souls’ Purpose. She chose to live her life in service to others.
Dr. Sabrina Caliendo met her husband, a fellow chiropractor, Dr. Anthony Caliendo, at a seminar in Italy in 2005. Sabrina moved to New York to join Anthony, and they were married in 2007. A year later, the couple founded Practice Wellbeing together in Lindenhurst, New York, which is still in existence today.
After giving birth to her daughters, Anjali, in 2010, and Gioia, in 2012, Dr. Caliendo scaled back to working part-time, in order to raise her family and be closer to their home in St. James. It was during this time, a desire grew to create a community of health-minded people and have her children surrounded by such families in their everyday lives. And in 2015, Nurture Wellbeing Chiropractic PC was born.
Located in Stony Brook, New York, Nurture Wellbeing has become an epicenter for people who want to live their best lives and reach their ultimate potential. It is a center for natural healing through the modality of gentle Chiropractic, and serves the community through education and service. Dr. Sabrina is dedicated to educating her Practice Members, and hosts an array of informative monthly workshops in her “Nurture U Series.” Nurture Wellbeing Chiropractic makes donations to many different charities and supports local groups, because Dr. Caliendo strongly believes in raising everyone up locally.
Her mission for Nurture Wellbeing has always been to transform lives through education, inspire passion, strength, knowledge and leadership in the community — Empowering all to embrace a life of Vitality and full expression of health and transformation naturally.
She is licensed and experienced in many forms of Chiropractic, including Cranial Work, Nutrition, Chirodontics, Pediatrics, Emotional Release Work, and Women’s Health. She is at Mastery Level in Network Spinal, a member of the New York Chiropractic Council, a member of the European Chiropractic Union, and a member of the International Chiropractic Pediatrics Association. She is a published writer and acts as a mentor to many chiropractors in the field.
Dr. Sabrina Caliendo received the “Woman of Honor” Award in the category of “Sciences and Contribution to the Community” at the prestigious Gaia’s Essence Women’s Health Conference in 2018. She will be a Featured Speaker at the conference in September, 2019.
“When we transform one life at a time, we are creating a ripple effect to transform many. Each person touches thousands, possibly millions. Even generationally, if you can change a mother or father, and help them be in their most optimal state, then you can change their children’s lives, then their grandchildren’s lives, and so on. We’re creating new patterns even in family relationships, and it changes the paradigm that they will live in.” – Dr. Sabrina Caliendo
Learn More: http://www.nurturewellbeing.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
More than a dozen years running marketing teams inside local television stations (ABC, NBC, FOX, independent) in Chicago, Grand Rapids MI, and Colorado Springs CO.
Eight years in marketing at BombBomb over a period of growth from a couple hundred customers to +40K including an appearance at #665 on the Inc 5000.
Wrote 500+ blog posts and created and delivered dozens of webinars and stage presentations about an emerging movement we call "relationships through video" - including the TEDx and Ignite formats.
Wrote a book published by Wiley releasing in April 2019 on the same topic
More: https://linkedin.com/in/ethanbeute
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
A B2B venture creation and growth consulting firm. GOT specializes in B2B SaaS and Service businesses, as well as personal advisory services for serial entrepreneurs. He started his career by dropping out of college, going to a coding boot camp (Coding Dojo ‘13) and then joining Alumnify as COO (now defunct, raised ~$1.3MM).
To make going out money while working there, he started doing freelance web design/dev as well as rapid app prototyping for seed and pre-seed SaaS apps. After leaving Alumnify, he continued as a freelance dev while learning and pivoting to growth strategy consulting and content marketing for better recurring revenue.
In order to grow beyond a company of 1, he launched his first independent venture, Call For Content, in January of 2017. Call For Content is a full-service podcasting agency for content marketing, audience growth, and monetization strategies. Finishing his transition away from day-to-day at Call For Content in Q1 2019, Michael is excited to expand his businesses further into podcasting and B2B services with new acquisitions and partnerships to be announced in Q2 and beyond.
Michael is a confident and knowledgeable speaker in podcasting, B2B marketing, and growth strategy as well as many other topics in technology, ethics, philosophy, futurology, leadership, personal improvement, and cooking.
Learn More: www.callforcontent.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Described as a modern-day, consumer-focused Sherlock Holmes, Dr. Ari Zelmanow helps businesses-leaders position their products and services for consistent growth - in both customers and revenue -
month-after-month. He leverages his...
- Investigative experience as a metropolitan police detective
- Academic experience as an APA recognized consumer psychologist
- Expertise in marketing, innovation, product development, and research from Twitter, Altria, and other Fortune 200 brands
...to help you Think Like A Detective to solve your most challenging business problems.
Currently leads a research team @Twitter. Previously detective @SLMPD. Believes in truth, justice, and the American way, NY style pizza, and the Oxford comhttp://http//:www.arizelmanow.comma.
Learn More: www.arizelmanow.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a StoryBrand Certified Guide, Gallup Certified Strengths Coach, and experienced Marketing and Communications professional, Eric uses the power of story and proven methods backed by the Gallup organization to develop and implement messaging and leadership development strategies that help individuals and teams do what they do, better.
Learn More: www.212ConsultingServices.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a marketing expert she’s worked with 100's of entrepreneurs and business owners to clarify their message and get their businesses growing.
In addition to 10 years in branding web design and development, Natalie has a background in print journalism, email marketing, event promotion and fundraising development. All of that’s to say – she knows how to tell a good story and sell people on it!
Natalie’s fueled by her belief that everyone deserves to make a living doing what they love.
She knows consumers are hungry to connect with the people and values behind the products and services they buy.
Natalie launched Moxie Tonic Marketing to help businesses build a bridge across the gap that separates them from their customers.
Keynotes and breakout sessions from Natalie help businesses find the right story and then tell it on their websites, social media and across all marketing channels.
If your audience needs marketing that works you need Natalie and StoryBrand.
Learn More: https://moxietonic.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Women and veterans in business often struggle to be seen and heard.
I help them to develop a message that people will connect with so that they can stand out and grow their business.
Veteran, Nationally Certified Victim Advocate, Proud Cheer Dad, Business and Marketing Coach
Learn More: https://www.coachdanw.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
FunnelMentor, a digital marketing company that helps coaches, consultants, and agencies take their companies from six-figures to seven-figures and beyond, without wasting time on unqualified leads or becoming overwhelmed with technology.
He is the creator of the Client Acquisition M.A.P. (Marketing Action Plan) which is his signature solution that he takes clients through for creating a clear, compelling sales funnel that turns cold traffic into clients.
Jason has started multiple companies over the past 19 years, but his passion always revolved around the system development of the business. He looks at marketing as a system, and knows that most companies struggle with digital marketing and automation, which is why FunnelMentor was born. Jason has the privilege of living his passion for helping others create automated marketing funnels that make their company more effective and profitable.
Learn More: https://FunnelMentor.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Marc believes marketing is a means to relationship-building. Certified as a StoryBrand Guide and in IDEO's "Storytelling for Influence," Marc brings a wide background to his work: teacher, pastor, non-profit executive, head of marketing at a fast-growing software company, head of marketing at a financial advisory services firm, writer, coach, speaker and marketing consultant.
This circuitous path has given him deep insight into what it means to grow an organization through marketing which focuses on relationship-building.
Marc explains, "I like to tell my clients that I wouldn’t have been a very good marketer 20 years ago, when the approach was image management and the name of the game was manipulation.
Today, however, consumers are smart and perceptive. As a result, authenticity, empathy, generosity, trust and accountability to the customer experience get real results."
At Cherwell Software, over 24 months Marc led the marketing team for one of the fastest growing software companies in the ITSM space, growing from $8M in 2012 to $16M in 2013, then $31M in 2014.
At this time, and was responsible for sourcing 75% of revenue, and as a senior executive participated in the acquisition of a $25M investment by the private equity firm Insight Venture Partners, facilitated an annual innovation retreat, and managed analyst relations with Gartner, Forrester, and IDC.
At Hanson McClain Advisors, he served as head of marketing, implementing a sophisticated digital platform sales funnel which resulted in growth in new client appointments of 110% over 2 years.
The focus of MKF Strategic Marketing is to help his clients identify short term opportunities while solving the longer-term challenges that lead to sustained, and potentially transformational, growth.
Marc is also the author of The 2:10 Project and enjoys hiking, golf, cycling and reading and writing on leadership. He lives in Sacramento, CA with his wife, and together they have 3 grown children.
Learn More: www.MKFStrategicMarketing.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
After 30 years as a design professional, Brian Sooy knows business leaders often struggle with branding and marketing but don’t have the time, capacity, or expertise to do it right.
Brian is the founder of Aespire, the marketing agency that partners with small business owners to achieve extraordinary results.
He is the author of the top-rated branding and culture book, “Raise Your Voice: A Cause Manifesto.”
As a StoryBrand Certified Guide, Brian guides leaders with clear messaging, beautiful design, and marketing strategy that engages customers, so the brand becomes the preferred choice and their business grows.
Learn More: https://www.aespire.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Holly creates simple marketing messages that speak volumes. So many businesses struggle because their communications are drowned out by the thousands of messages their potential customers encounter daily.
Holly helps businesses cut the clutter so they can reach more customers. A former full-time newspaper reporter, she started her own marketing and PR firm in November 2011.
She’s also a StoryBrand Certified Guide.
Holly and her family live in the Charleston, S.C., area, where their family business is CrossFit Charleston.
Learn More: www.fisher-creative.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Most creatives and personal brands don't have the right words to talk about who they are and what they do. Using the StoryBrand Framework, I help my clients create a clear message, reach more followers online and grow their business.
Learn More: https://uplightcreative.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Beth is the author of Career Recharge: Five Strategies to Boost Resilience and Beat Burnout.
She brings more than twenty years of experience to her role as a leadership and executive coach, resiliency-training expert, and speaker.
With an extensive background in career development, she coaches high-potential individuals on how to use their influence strategically, collaborate effectively, and focus on innovation.
Learn More: https://bethkennedy.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Simone is an innovation strategist, HBR.org contributor, MIT advisor, founder of Blood Orange - a firm that helps Fortune 1000s innovate faster, better, and more efficiently.
Learn More: https://www.blood-orange.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dave Lee is a marketing automation pioneer, entrepreneur, and best-selling author. He’s the CEO of PlusThis, the #1 campaign toolkit for marketing automation users. Dave has been featured on NBC, ABC, CBS, and Fox television affiliates speaking on marketing automation and small business success. Outside of work, he’s usually, kitesurfing, skiing, wakesurfing or creating amazing experiences with his wife and three boys.
Learn More: www.plusthis.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Equipping and inspiring leaders since 1999, the L Group was recognized by HR.com’s Leadership Excellence Awards.
Lee is a rare combination of a well-educated and trained business consultant, prolific author and engaging presenter of ideas. Lee is a John C. Maxwell Leadership Award finalist and Thinkers50 nominee for Top Management Thinker globally. He possesses an in-depth understanding of business, people and organizations. Lee blends this understanding with his corporate management experience to help leaders and organizations grow.
Prior to founding The L Group, Lee held various corporate leadership roles with American Airlines, Sandoz (Novartis) and FoxMeyer (McKesson). He was a consultant with two premier firms: Booz, Allen & Hamilton and Mercer. His last corporate post was as Vice President for Physician Reliance Network, one of the fastest growing NASDAQ companies at the time.
Lee currently serves on the Board of Directors for Pacific Seafood Group, the largest fully integrated seafood company in North America. He is a former director for Aztec Systems who was ultimately sold to a private equity firm. He also served on the Advisory Board for ASSET InterTech.
Lee is also an author of 15 leadership books, including two best sellers, that have been translated into 10 languages,
His practical advice frequently appears in on-line and print publications. In addition to writing The L Group’s posts twice a week, he also writes a weekly, national column for Inc.com called Leadership Matters.
Lee regularly gifts his time to numerous individuals and agencies. Some of those agencies include The United Way, North Texas Food Bank and Grace Bridge.
Learn More: www.theLgroup.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Steven Norman is a seasoned B2B sales leader and general manager, with over twenty-five years’ experience in consumer, small business and enterprise sales.
Throughout his career, he has worked for leading technology brands including Dell, NEC and Targus and has been responsible for over $4 billion in sales.
He is the founder of Growth Acumen, which helps companies implement world-class sales practices and leadership development.
Learn More: www.growthacumen.com.au
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Liston Witherill is an author, speaker, and advisor to agencies and consulting firms ready to move beyond the referral.
Liston's work is based on cutting edge psychology, behavioral economics, and his own sales experience.
His mantra is “Serve, Don’t Sell,” and he believes selling should be an ethical, win-win arrangement 100% of the time.
Prior to creating his training business, Liston was the owner of a boutique marketing firm, and ran business development and marketing for a $12M consulting firm.
He podcasts 3x a week, and runs 3 times a week, and lives with his beautiful wife, cat, and dog in Portland, OR.
Learn More: liston.io
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Patrick McKenna is the Founder and CEO of Strike Social, a global technology-enabled digital advertising company.
Mr. McKenna has more than 30 years of experience in business development and technology consulting for major corporations.
He co-founded and sold telecommunications company WCI in 1996. He was recruited by Microsoft as part of a 50 person team to develop the internet audio and video industry.
By the end of Patrick’s 12 years at Microsoft, the department had developed into the Windows Entertainment Division now employing 40,000 people.
Patrick has spent his career mentoring and investing in startup companies and in 2013 founded Strike Social, which was named the No. 17 fastest-growing private company in the U.S. for 2017 by Inc. Magazine.
Strike Social develops AI-powered software and services for digital advertisers across industry verticals with over half of the Fortune 500 benefiting from its solutions including brands like Beat, Xbox, Honda, Mattel, Lionsgate, and large financial institutions.
Learn More: http://strikesocial.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Can a hypnotist really help you grow your business? Jason Linett has hypnotized more than 250,000 people.
He used the principles of rapport and modeling to track what top business performers and professional athletes do differently to build his own million-dollar brand.
As a master of the micro-niche, he speaks to groups around the world and offers hypnotic-success-coaching to share how people in business can put his WORK SMART principles and strategies to use.
Rather than just ‘hypnotize’ you to become more successful, he will help you de-hypnotize the misconceptions, fears, doubts, and ineffective strategies that are holding you back.
Jason’s process isn’t magic, the results can be magical.
Learn more: www.jasonlinett.com or www.worksmartbusiness.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
She works with individuals and organizations, consulting with them on how to develop a strategic business and life plan that will result in higher performance, increased productivity, and greater fulfillment.
She holds a Master’s degree in Business from the Massachusetts Institute of Technology and was a marketing executive with Bristol-Meyer’s Squibb and Berlex Biosciences, as well as a Wealth Advisor with Morgan Stanley.
She was CEO of her own firm, The Mendel Group, for seven years, helping to close funding (including IPO’s) and business development deals for Venture-Funded Start-Up firms backed by Kleiner Perkins, Senmed Ventures, Blue Cross Blue Shield and many others. Her firm worked with Senior Executives on critical projects at Fortune 500 firms such as Glaxo Smithkline and Pfizer.
Her firm also published five books for the Biopharmaceutical Industry.
She has been featured on NPR, The San Jose Business Journal, and the San Francisco Business Journal. Eileen is here today to share with us how you can live more passionately and abundantly by becoming empowered with practical tools to guide your business and life!
Learn More: www.thebalancedmillionaire.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
RJ Jackson cannot be described, she must be experienced. Her reputation as an influencer is built on her ability to impact the audience with her extraordinary confidence, courage, and vision.
RJ, known as “The Courage Giver” is a personal development expert with the unique ability to inspire and infuse the audience with confidence and courage to face their fears, see beyond their circumstances, and live out of their greatness.
Equipped with her unique humor, unflagging energy and unsparing personal truth, RJ has conducted over 5000 workshops, training sessions, and keynote addresses for audiences as large as 8000 around the world including Bermuda, Puerto Rico, the Virgin Islands, Barbados, Canada, Jamaica, Mexico, Nigeria, Haiti, Kenya, and Thailand.
RJ has committed her ordinary life to doing extraordinary things in an authentic and personal way. She is an international leader who is committed to helping others see beyond their circumstances.
RJ’s own story is one of courage, confidence, and overcoming, and vision. From a rare eye disease to recovering from a brain injury, in spite having to overcome the feeling of not being good enough, RJ continues to show the world courage in action.
Contact RJ today for an intentional conversation to take your life or your audience from ordinary to extraordinary!
Learn More: www.thecouragegiver.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Author of The Motivation Trap, happily married, father to 7, athlete, and co-creator of the Genius Talent Discovery Process.
Learn More: www.evokinggenius.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Dusin and Sue Bingham are the co-authors of Creating the High Performance Work Place, and Bob has spent the last 20 years teaching these principles to some of the most successful companies in the country.
He is a partner with HPWP Group and works with leaders and organizations in all industries, creating the highest performing work environments possible.
Bob grew up on a wheat and cattle farm in western Kansas and earned a degree in Civil Engineering from Kansas State University, followed by a Master of Business Administration from Rockhurst University.
In the early part of his career he worked as a Construction Project Manager, where he guided the construction of the world’s tallest concrete building, the 70-story 311 South Wacker Drive in Chicago, Illinois.
He was also the co-owner of a construction company, as well as the Human Resources and Training Director for a national construction firm. Bob has been a trainer, facilitator, and coach with HPWP for more than 10 years.
Bob is a member of the National Speakers Association and speaks at numerous expos and events throughout the country each year. He is also a commercial voiceover and video actor, and a professional improvisor.
Learn More: https://hpwpgroup.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Barney Feinberg began his career as a CPA learning the language of business. At the age of twenty-five, his career journey took him to live in Asia for seven years, where he was COO for a large clothing conglomerate.
There he learned how to assimilate into a multitude of cultures, always with the purpose of building strong relationships at work. As an executive recruiter for the last 25 years, Barney grew to understand that the most important factor for greater success in any job is the chemistry you have with the people you work with. Through his company & recently published book, The Chemistry Factor, Barney has merged his 18 years as a life and executive coach with his recruiting skills; dedicated to helping executives authentically connect with others by more clearly defining & empowering their values.
Learn More:
https://TheChemistryFactor.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As an agency creative and business owner, I started a research agency concurrently. I use research to challenge assumptions and understand how consumers truly make the decision to adopt brands.
Moosylvania publishes an annual survey of the top 100 millennial brands - now going into its 7th year. The insights derived from the study are on-going - we learn more each year - and that has resulted in two books to date.
Learn more: http://www.nortycohen.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Bethel is the orchestrator of seventy-seven business turnarounds over the past fifty years.
Early successes and troubles in his own professional career inspired his passion for taking over struggling businesses and guiding them towards the road of profitability.
Bethel has turned around companies in various industries—from restaurant chains to engineering firms—and has helped save over ten thousand jobs as a result of his strategic business counsel.
A graduate of the Owen Graduate School of Management at Vanderbilt University, Bethel owns several companies across the southern United States and has operated businesses both nationwide and internationally. He is an Eagle Scout and, in addition to counseling, also spends times teaching three-day seminars on best business practices throughout the country.
He currently resides in Orange Beach, Alabama with his wife, Reese.
For more information, visit http://www.robertthomasbethel.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Corey Poirier is a multiple-time TEDx, MoMondays and PMx, Speaker. He is also the host of the top rated 'Conversations with PASSION' Radio Show, founder of The Speaking Program, and he has been featured in multiple
television specials.
A columnist with Entrepreneur and Forbes magazine, he has featured in/on CBS, CTV, NBC, ABC, is a Forbes Coaches Council member, and is one of the few leaders featured twice on the popular Entrepreneur on Fire show.
He has also interviewed over 4,000 of the world's top leaders.
You can learn more about Corey's new bestselling book, The Book of WHY (and HOW) at www.thebookofwhy.com
And his speaking program at www.thespeakingprogram.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tony was born and raised in the pacific northwest, is an entrepreneur who founded Cutco Closing Gifts which has done over 100M in sales, founded Branding Tools INC which is an engraving company that employs 50 people in Vancouver, WA, and is the owner and CEO of Best Day of My Life INC.
Tony loves to travel and lives a big life . His interests include parenting his 8 children, exotic cars and motorcycles, helping entrepreneurs solve seen and unseen weak points in their businesses, real estate , philanthropy, and spending time with his friends and family.
Learn More: https://www.bestdayofmylife.com
*Use code Mike to get 25% off your order
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Engineer turned salesman, Mike Adams taught himself storytelling ‘on the job’ while selling and managing sales teams in the United Kingdom, Russia, India, China, Vietnam, Indonesia, Malaysia and Australia for international corporations Schlumberger, Siemens, Nokia and Halliburton.
Since 2014, Mike has been helping companies find and develop their own stories through his storytelling consulting practice
Learn More: www.mysevenstories.com
Buy the book: https://www.amazon.com/dp/1925648699
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Professionally I’ve led, mentored, and served thousands of military members and their families during my 30 years in the United States Air Force.
Since retiring from the military, I have been the program director for the a geriatric outpatient mental health program, deputy Director for Health Services, SC Department of Corrections, and now the Director Support Services, City of Sumter.
I am a husband, father, and grandfather, so I know it is not always easy to juggle our list of daily responsibilities. This makes it all the more important to have a structured, practical plan in place to avoid becoming overwhelmed. I hold a Master’s Degree in Human Relations and a Bachelor’s Degree in Social Psychology. Modeling the core values of Integrity first, Service before self and Excellence in all I do.
I believe there is a "why" for everyone; that each of us was created with the potential to achieve greatness, to make a difference in the world, to add value to others, and as a result, experience a full and rewarding life.
For over 30 years, my purpose was to defend our nation, and now that purpose is helping people discover their life’s purpose and grow to their full potential.
You have met your Fate; let’s walk into your destiny!
Learn More: http://www.leffordfate.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dominick Cappuccilli combines the power of a trained storyteller with the real world experience of an elite salesperson. In fact, he became an elite salesperson because he was a trained storyteller.
He is the CEO of The Clean Sell consulting firm which has helped hundreds of entrepreneurs to not only tell a better sales story, but also built many of their sales efforts from the ground up.
After 10 years as a reporter, author and screenwriter, Dom found his calling when he rewrote the sales story of a fast-growing healthcare company and doubled their revenue in six months.
From there, he quickly rose to be a sales leader at unicorn startup ZocDoc - currently valued at $1.8B -before he went to Arches Technology and created and sold an entirely new healthcare technology product to health systems.
During his career, Dom was amazed that almost all of the companies he saw were succeeding in spite of their sales story and strategy, not because of it. In 2016, he decided it was time to change that and The Clean Sell has been helping startups and small businesses ever since.
Learn More: www.thecleansell.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Martyn R. Lewis was born and educated in the UK, emigrated to Canada in 1980 and now resides in northern California. Initially a programmer, Martyn worked in the major accounts division of ICL in the UK.
After moving to Ottawa, he joined Digital Equipment of Canada in sales where he spent the next ten years eventually rising to the position of VP Marketing and Sales Services. On leaving DEC, he was appointed CEO of Drake International, North America, where he led a large, multi-divisional sales force to reverse a declining trend to growing the business at more than three times the industry rate.
In the mid-90’s, he left corporate life to start his own consulting company, Market-Partners Inc. A singular and far-reaching element of his methodology was his insistence that they research their clients’ customers as assiduously as the clients’ own sales force. He and his team’s work continued to evolve as they talked to ever more customers about how they buy and why they don’t, and a number of startling observations began to materialize. Once recognized and defined, these revelations crystallized into hard data and now form the basis of his theory of Outside-In Revenue Generation.
The practical application of this ground-breaking concept has since evolved into market-proven results that are consistent, significant, scalable and sustainable.
Martyn has now consulted in 33 countries with the result that his work has been used across 44 countries, in 17 languages, and has impacted over 85,000 sales professionals.
He is also internationally recognized as an extraordinary speaker, having delivered numerous keynote addresses live, on radio and television.
Martyn acts as an advisor to a number of executives in the high technology industry and is active on several advisory boards and boards of directors.
Learn More: www.buyingjourneydna.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ivan is a a certified NLP, Hypnotherapy, Timeline Therapy, Bio-energetic Psychology and Advanced Clearing Energetics Practitioner, Spiritual Technologies Trainer and Instant Transcendence Expert.
He has been fascinated by mind control abilities and brain plasticity since he was a teenager. He has been involved in experimental and applied psychology for the last 30+ years.
Ivan has studied and applied over 40 techniques for rapid mind shifts and empowering self-identity upgrades. He has distilled his knowledge and experience into several mind reset techniques, that deliver profound results in minutes. He is now teaching other coaches to apply these supreme mind shift techniques to skyrocket their reach, results, income and influence.
You can contact him at: www.mentaledgemastery.com to get his FREE Subliminal Messaging Software
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
At age 31, Tim walked away from a six figure income and moved to a tiny fishing village in Nova Scotia, Canada. The naysayers laughed when he said he was starting an educational software company and then they stopped laughing when his sales topped $10 million. His life philosophy is simple - Know the Life You Want and Have the Courage to Live It.
At age 60, Tim created the Screw the Naysayers Podcast. Each week he interviews leading experts in innovation, education, entrepreneurship. His goal is to inspire listeners to expect more from life and provide practical advice that can be used to break free from a system that has been set up to encourage them to settle
www.screwthenaysayers.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In addition to speaking on leadership, blended family life, and education, Joel is an award-winning high school teacher and soccer coach. He recently self-published a book called 'Inverted Leadership: Lead Others Better By Forgetting About Yourself', and he is also involved in helping teach leadership classes at Duke University's Summer Studies program for gifted high school students.
Learn More: www.reallifeleading.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Dubois an entrepreneur with over 30 years of experience owning and running several successful businesses, he has a broad range of knowledge in management, marketing & human resources. Bob also has 14 years of experience as a top producer and income earner in the Network Marketing industry. Bob is currently President of Dubois Enterprises INC & Dream Big, LLC & Dreaming Eagle, LLC.
He is a highly respected leader who loves helping people find the “Champion” inside themselves. Bob has become an accomplished speaker and trainer in Network Marketing.
Learning from his own struggles Bob was at one point in his life at a very low place, broken and hopeless. He learned how to become a winner by focusing 1 day at a time, working on his personal development and following those leaders who came before him.
Today Bob enjoys paying it forward teaching, speaking and mentoring thousands of people. Bob’s unique attitude and style of “get it done” goes perfect with his normal ever day hard work ethic. A down to earth person, you’ll find him in blue jeans & cowboy boots most days.
Bob is a person that is relatable to many, easy to talk to & trustworthy. He loves meeting new people and building long lasting relationships!Bob is a husband to his wife Mary, father to 3 sons Andy, Casey and Robbie. He also has two granddaughters Emily and Paisley. Bob enjoys spending time with his family, fishing, hunting and the outdoors.
Contact Bob to discover if Network Marketing may be a good opportunity for you.
Cell: 720 -435 -5076
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Dove is the happy owner and principal doctor at the Chiropractic Wellness Center in Fort Collins. He holds the highest level of NSA certification and is a certified SRI wellness educator.
A personal comment from Dr. Simon Dove:
“This work has changed my life. The depth of healing physically and emotionally, bringing us to a greater depth of our spirit, surpasses anything I have ever experienced in the world of health and wellness — personally and professionally.
“How far you take Network Spinal Analysis care is entirely up to you. Just imagine a life free of pain and filled with joy, passion and vitality. Imagine your children thriving on every level. This is what Network Spinal Analysis care has to offer. Together, we can create the life you are intended to live.”
NSA is a system based within the wellness paradigm, which places the individual in an active role for maximizing expression of his or her own innate potential. Unlike a common health-vs.-illness approach, which is based on fear and dominance, the wellness approach is based on empowerment and partnership with the practitioner.
NSA is designed to advance spinal and neural integrity by developing new strategies and self-organization. It is about living life from the inside out. Through a series of light touches along the spine, the patient experiences a deeper awareness of his or her own spinal structures and a release of spinal tensions.
Dr. Dove believes the knowledge and wisdom acquired through experiencing NSA will aid individuals in making healthier choices, which, in turn, can shift human culture toward a more compassionate, vital, creative, self-aware and responsible entity. By optimizing an individual’s biology, NSA will facilitate positive transformation on a global scale — one spine at a time.
Contact us today to learn more about Dr. Simon Dove and our unique approach to chiropractic treatments.
https://www.myfortcollinschiropractor.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Consultant, speaker and best-selling author David A. Fields helps build consulting practices that are lucrative and lifestyle-friendly. He has guided consultancies ranging from one-person startups to the consulting divisions of some of the world’s largest companies.
David still advises corporate clients too as the leader of his firm, Ascendant Consulting. His latest book, The Irresistible Consultant’s Guide to Winning Clients, is Amazon’s highest-rated book on the business of consulting released in the past 20 years
Learn More: http://www.davidafields.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
If you are excited, motivated and ready to improve your sales success, then Jim Pancero has the powerhouse, leading-edge solutions you need to increase your competitive sales advantage.
A leading go-to sales strategist for more than 30 years, Jim has been influencing, guiding and inspiring sales professionals in more 80 different industries to increase sales and market share. Jim’s combination of humor, larger-than-life personality, outstanding research and real-world examples that hit home provide even experienced sales pros who think they’ve heard it all with strategies and concepts that work!
Your sales team will be charged up and ready to go......and your company and customers will reap the rewards. Time with Jim is time well spent--watch your productivity and profitability soar!
Learn More: www.pancero.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Pam started her online career as a Virtual Assistant in 2009. She was mentored by well-known SEO, Social Media Marketing and Website Management experts. She worked her way up from being a Virtual Assistant, a Project Manager to a Co-Founder and CEO of Great Work Online in no time.
Through hard work, passion and eagerness to learn the newest trends in the industry, Pam excelled in all her endeavors she put her heart and mind into. She gained credible experience in Digital Marketing backed up by her ability to identify and properly address client’s needs, budget considerations and expectations.
Her professionalism and expertise in Client Servicing and Digital Marketing will prove beneficial to both team and client in reaching their respective goals and objectives.
Learn More: www.greatworkonline.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Dubois an entrepreneur with over 30 years of experience owning and running several successful businesses, he has a broad range of knowledge in management, marketing & human resources. Bob also has 14 years of experience as a top producer and income earner in the Network Marketing industry. Bob is currently President of Dubois Enterprises INC & Dream Big, LLC & Dreaming Eagle, LLC.
He is a highly respected leader who loves helping people find the “Champion” inside themselves. Bob has become an accomplished speaker and trainer in Network Marketing.
Learning from his own struggles Bob was at one point in his life at a very low place, broken and hopeless. He learned how to become a winner by focusing 1 day at a time, working on his personal development and following those leaders who came before him.
Today Bob enjoys paying it forward teaching, speaking and mentoring thousands of people. Bob’s unique attitude and style of “get it done” goes perfect with his normal ever day hard work ethic. A down to earth person, you’ll find him in blue jeans & cowboy boots most days.
Bob is a person that is relatable to many, easy to talk to & trustworthy. He loves meeting new people and building long lasting relationships!Bob is a husband to his wife Mary, father to 3 sons Andy, Casey and Robbie. He also has two granddaughters Emily and Paisley. Bob enjoys spending time with his family, fishing, hunting and the outdoors.
Contact Bob to discover if Network Marketing may be a good opportunity for you.
Cell: 720 -435 -5076
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
CNN host Van Jones calls Romm “the communicator’s communicator.”
Time magazine named Romm one of the “Heroes of the Environment (2009)” calling him “The Web’s most influential climate change blogger.”
Romm is an MIT-trained physicist and author of 10 books. His latest, “How to Go Viral and Reach Millions,” is “an indispensable book for everyone who tweets, who posts online or who loves language,” NY Times columnist Tom Friedman tweeted in June.
Romm is also Chief Science Advisor for “Years of Living Dangerously,” which won the 2014 Emmy Award for Outstanding Nonfiction Series and now generates viral videos online seen by tens of millions a month. He is a senior advisor for New Frontier Data, the leading “big data” firm in cannabis, whose content reaches hundreds of millions of people.
Buy "How to Go Viral and Reach Millions"
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Storytelling has always been a way of life for Ben. From a young age, he realized that through telling stories people listened to him, understood him and engaged. Professionally, this is what he has been doing now for over two decades. He helps brands tell engaging stories that compel their customers to take action.
He is the founder of Your Brand Marketing and the author of Powerful Personal Brands: a hands-on guide to understanding yours
Learn More:
www.yourbrandmarketing.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I've been working with marketing in the international software industry for 20+ years; the last decade as a co-founder/co-owner and VP of Sales & marketing. During this time, I build and managed a distributor network in 50 or so countries.
I've written several books, including "Mastering Online Marketing", "The Internet of Things", and "Data-Driven Marketing with Artificial intelligence". I am now an independent consultant/speaker/author in the field of marketing automation and artificial intelligence.
Get a free copy of my book “Mastering Online Marketing” - a 240 page book on inbound marketing and marketing automation: www.unemyr.com/subscribe
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Joy has been working with her clients to plan, launch and run memberships for more than twelve years... since 2005.
She's here today to share how to do membership right so that you can save time and make money! I think it’s especially important to note that Joy’s not someone who just talks the talk... she walks the walk every single day... serving as the Executive Director for a membership-based nonprofit. Joy was able to grow that organization from “just an idea around a conference room table” to annual revenues of $1.1 million – all from membership contributions.
Joy's clients range from very large associations to solo professionals. The common theme is that every single one of them wants to create a thriving membership community around what they do.
Learn More: www.joyofmembership.com/resources
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Recognized internationally as the authority on “Podcast Guesting”, Nicole Holland is also known as a Catalyst who generates creative, out-of-the-box solutions for her clients, colleagues, and friends.
Named in the Huffington Post as one of “50 Must-Follow Women Entrepreneurs in 2017”, rated “New & Noteworthy” by iTunes, and featured in trending publications such as Forbes, Entrepreneur Magazine, and the Huffington Post, Nicole regularly shares her expertise on podcasts, through virtual summits and courses, and from stages across North America.
Using a high-touch, client-centric service delivery model, Nicole helps leading-edge thought leaders, authors, and entrepreneurs strategically increase their visibility, likeability, and credibility in a way that works uniquely well for them.
Learn More: https://interviewsthatconvert.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Karen Otis is an architect, expert life-builder, and author of the book: Architect Your Epic Life.
While her architectural practice has always flourished, she ran into a very painful patch in her personal life when she discovered her now ex-husband had been having an affair for three years.
With shattered self-esteem, Karen tried to put back together her life and that of her two young children. In the throes of the turmoil, she came upon a life-changing discovery.
By taking the creative approach to architecture that she knows so well, and applying that directly to re-building her personal life, Karen was able to make a complete and inspired transformation.
Now it is her passion to help others re-build their lives through these steps in the architectural method, so they too can be their own architect in the construction of their finest life!
Karen Otis is a seasoned architect with her own firm for over 23 years. She lives in Redondo Beach, ca with the love of her life.
Her two kids have just completed their college degrees and are beginning their new chapters as young professionals.
Her groundbreaking discovery has been taking the self-help and personal development industry by storm!
Learn More:
www.architectyourepiclife.com
www.lifeinspiredblueprint.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John Warrillow is an entrepreneur and author with over 20 years of research experience into the small and medium business (SMB) market. He founded The Value Builder System™ to level the playing field for business owners as they approach their exit. Over 35,000 business owners have taken the Value Builder Questionnaire, and with the support of Certified Value Builders™, such as brokers, M&A professionals, and coaches, they’re using the statistically-proven methodology to improve company value by up to 71%.
John’s best-selling book, Built to Sell: Creating a Business That Can Thrive Without You, was recognized by both Fortune and Inc. Magazine as one of the best business books of 2011 and has been translated into four languages. In 2015, John wrote another best-selling book that was released by Random House called, The Automatic Customer: Creating A Subscription Business In Any Industry.
A sought-after speaker, John has keynoted Fortune Magazine’s Growth Summit, Entrepreneur’s Organization New York City and Toronto Chapters, and the Inc. 5000 conference. John is also the host of Built to Sell Radio, ranked by Forbes Magazine as one of the world’s 10 best podcasts for business owners.
Prior to founding The Value Builder System™, John started and exited four companies, including a quantitative market research business that was acquired by The Corporate Executive Board (NYSE: CEB) in 2008. John has been recognized by B2B Marketing as one of the top 10 business-to-business marketers in the United States.
Get your Value Builder Score to see how they're doing in building value by taking this free questionnaire: www.BuiltToSell.com/score
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In this episode we discuss how to maximize time to optimize your future generations.
Bob Dubois an entrepreneur with over 30 years of experience owning and running several successful businesses, he has a broad range of knowledge in management, marketing & human resources. Bob also has 14 years of experience as a top producer and income earner in the Network Marketing industry.
Bob is currently President of Dubois Enterprises INC & Dream Big, LLC & Dreaming Eagle, LLC.
He is a highly respected leader who loves helping people find the “Champion” inside themselves. Bob has become an accomplished speaker and trainer in Network Marketing.
Learning from his own struggles Bob was at one point in his life at a very low place, broken and hopeless. He learned how to become a winner by focusing 1 day at a time, working on his personal development and following those leaders who came before him.
Today Bob enjoys paying it forward teaching, speaking and mentoring thousands of people. Bob’s unique attitude and style of “get it done” goes perfect with his normal ever day hard work ethic. A down to earth person, you’ll find him in blue jeans & cowboy boots most days.
Bob is a person that is relatable to many, easy to talk to & trustworthy. He loves meeting new people and building long lasting relationships!Bob is a husband to his wife Mary, father to 3 sons Andy, Casey and Robbie. He also has two granddaughters Emily and Paisley. Bob enjoys spending time with his family, fishing, hunting and the outdoors.
Contact Bob to discover if Network Marketing may be a good opportunity for you.
Cell: 720 -435 -5076
I started down this path when my mom passed away when she was only 47 and that changed the course of my life. I ended up getting a divorce and traveling for the next 10 years, got to the point where I was homeless and eating out of dumpsters, and I came back, rebuilt my life, and started my coaching business.
Because of my experience, I can help lot of business owners are dealing with money mindset issues, fears, procrastination, shiny object syndrome, stress, and overwhelm. I can help explain why this is going on for them, why it's hard to overcome and some things they can do right now to break through.
Learn More: www.nicholecarlson.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Sheri is well known in the financial services industry as a true creative force…who would imagine it all started at the tender age of five, selling her own homemade rose petal perfume in baby food jars, door-to-door.
Leveraging that entrepreneurial flair, Sheri debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker.
Now, with more than 25 years of industry experience in her pocket, Sheri shares her success insights with retirement plan advisors, third-party administrators, and financial service organizations to help them make more meaningful connections by better leveraging marketing tools and developing a social media strategy that they can manage.
She is a natural-born communicator, earning Toastmasters’ adult-level Speechcraft certificate in the 8th grade. Now she’s a sought-after speaker and has twice been named one of the 100 top influencers in the retirement plannin industry.
She has received awards and recognition from the Plan Sponsor Council of America, Pension and Investments; National Association of Government Defined Contribution Administrators; and the International Association of Business Communicators.
If all of that isn’t enough to pique your interest, Sheri was also named Paper Girl of the Year (1976). So you can be confident that when you work with Sheri Fitts, she delivers.
Learn More: http://shoefitts.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jeffrey Davidson has been exploring the boundaries of world-class teams for over 20 years. As a recognized expert in strengthening leaders and building teams, he has worked with 100s of teams, taught 1,000s of employees, and consulted with multiple Fortune 100 corporations.
Jeffrey is an engaging, thought-provoking speaker, dynamic presenter, and master trainer. Your audience will love his interactive, high-energy talks that include humor and real-life stories of success and his many brushes with failure.
Jeffrey’s goal is simple. He wants you to be outstanding … and he wants your team to be even better!
Learn more: https://greatteamsltd.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Simon Dove – Chiropractor in Fort Collins, Colorado - Chiropractic Wellness Center
Dr. Dove is the happy owner and principal doctor at the Chiropractic Wellness Center in Fort Collins. He holds the highest level of NSA certification and is a certified SRI wellness educator.
A personal comment from Dr. Simon Dove:
“This work has changed my life. The depth of healing physically and emotionally, bringing us to a greater depth of our spirit, surpasses anything I have ever experienced in the world of health and wellness — personally and professionally.
“How far you take Network Spinal Analysis care is entirely up to you. Just imagine a life free of pain and filled with joy, passion and vitality. Imagine your children thriving on every level. This is what Network Spinal Analysis care has to offer. Together, we can create the life you are intended to live.”
NSA is a system based within the wellness paradigm, which places the individual in an active role for maximizing expression of his or her own innate potential. Unlike a common health-vs.-illness approach, which is based on fear and dominance, the wellness approach is based on empowerment and partnership with the practitioner.
NSA is designed to advance spinal and neural integrity by developing new strategies and self-organization. It is about living life from the inside out. Through a series of light touches along the spine, the patient experiences a deeper awareness of his or her own spinal structures and a release of spinal tensions.
Dr. Dove believes the knowledge and wisdom acquired through experiencing NSA will aid individuals in making healthier choices, which, in turn, can shift human culture toward a more compassionate, vital, creative, self-aware and responsible entity. By optimizing an individual’s biology, NSA will facilitate positive transformation on a global scale — one spine at a time.
Contact us today to learn more about Dr. Simon Dove and our unique approach to chiropractic treatments.
https://www.myfortcollinschiropractor.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Anjali is an Author, Speaker, and a Business Branding consultant. She uses her decades of legal experience to provide the business owners in New York with resources needed to succeed. She runs an Advisory firm that offers a complete business building package to its clients. The package includes a wide array of services, ranging from strategic planning, to business branding, resourcing & procurement of products, social media advertising & blogging, Trademark Registration, setting up e-commerce sites, and in some cases, financial assistance as well. Under her leadership, Cosmique Global won Golden Bridge Business Award, Stevie Women in Business Award, and One Planet Business Award in 2017. As a Leadership Coach, Anjali offers empowerment, inner growth & leadership programs to both adults and children. She's an official member of Forbes Coaches Council.
Learn More: https://cosmiqueglobal.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Fred Herbert is the Founder of Fred Herbert Consulting Group, a Dallas/Fort Worth area consulting firm focused on Business Process and Performance Excellence. He is the Bestselling Author of Business Turnaround Blueprint and Business For Sale Blueprint. Fred helped a company win the Malcolm Baldrige National Quality Award, has been a Baldrige Examiner, and is a Lean/Six Sigma Black Belt.
Herbert is committed to process improvement, value creation, and effective planning. He has an impressive track record in building and cultivating cohesive, quality-oriented, high-performance teams. Herbert helps organizations understand the true current state of their business and opportunities for improvement with the Strategic Business Assessment program.
With his 40+ years of experience, Herbert emphasis is on business assessment, turnaround, and transformation. His tools and strategies help companies obtain optimum quality, efficiency, and profitability. He partners with senior leadership teams to drive initiatives which consistently achieve improvements across engineering, finance, HR, quality, production, process development, and service delivery functions.
Learn More: https://fredherbert.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Denise Walsh has helped over a million people find their purpose and fulfill on their God-given destiny. She started her career by working with families at a local mental health agency as a clinical psychologist, and has continued on to use her talents with It Works Global to build a large team of motivated, positive, and enthusiastic business owners. Her impact as a leader in the direct selling industry as a top income earner with It Works has given her a unique insight on what drives people to action.
As a certified trainer with Jack Canfield, an elite coach with the John Maxwell Team, and the author of the Amazon best-seller, Retire Your Husband, Denise knows how to tap into a person’s ultimate potential and find their greatness. In her new workbook, she’s tapping into a combination of cutting-edge neuroscience, Biblical principles, and captivating real-world stories
Learn More: http://www.DeniseWalsh.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Spring was born to empower visionary entrepreneurs and change makers to lift up their visions, and stand out as confident and trusted experts and leaders with their purposeful passions and unique gifts, so that they can create abundant businesses and lifestyles, and also positively impact more lives.
As the Founder of Spring Magic Life Society, Inc., Spring leads and inspires a fast growing community of abundant entrepreneurs. Whether she is working one on one with clients or in intimate live or virtual groups, one thing is certain. She will help you rebuild your vision, claim your purposeful niche, show up with your magnetic expert presence and build an abundant leadership with confidence that attract your ideal clients like magic.
Spring is on a mission to help entrepreneurs turn their passion into prosperity and transform more lives by creating abundance for all worldwide.
Spring holds an Executive MBA and Professional Coaching Certificate from New York University. She has over 21 years professional experience including performance management with Fortune 100 company and 9 years of abundance coaching.
It sometimes even surprises Spring herself to be shown mysteriously her unique strength and gift in “seeing” and “empowering” people into their abundant vision beyond what they can see for themselves. When their eyes suddenly light up with hope and joy, Spring has worked her magic.
When Spring is not working with clients, you may find her hiking around Forest Hills Garden Community in Queens of New York City, eating healthy salads or spicy hot pot, outing with friends, and exploring creativity and fun with her two lovely children.
To learn more please visit: www.SpringMagicLife.com
Connect with Spring on Facebook: https://www.facebook.com/springzheng
Learn about the 6 day magnetic expert power bootcamp:
https://coaching.springmagiclife.com/bootcamp-6-day-magnetic-expert-power
Jessica Lederer is a nationally recognized expert on generational issues in the workplace and the Founder/CEO of Ingage Inc. Ingage Inc. helps organizations drive productivity and employee engagement during their office relocations by employing cutting edge change management and culture transformation techniques.
After a decade in Silicon Valley doing change management for leading firms, Jessica Lederer took her toolbox of cutting edge practices in strategic planning, culture change, and talent management on the road. She moved into a role at a real estate development firm and noticed a big gap in the business relocation space.
Transaction after transaction she found little support for the small businesses going through a relocation. This was the lightbulb moment and the idea from which Ingage Inc. was born.
Jessica has a doctoral degree in Human Resources Development and an MBA in International Business.
She is also author of "Unfairly Labeled: How Your Workplace Can Benefit From Ditching Generational Stereotypes."
Download a free guide to driving productivity and engagement during your workplace relocation: www.ingageinc.com/influentialentrepreneurs
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Hanna Hermanson is an international business coach, author and speaker for rebels who are shaking up the status-quo. She founded Dream Life is Real Life and is a member of the Forbes Coaches Council.
Growing up in small-town Wisconsin, Hanna "did all the right things" to get into her dream college and land all the jobs she applied for. Yet no matter what she achieved, she felt completely "out of groove".
After much soul-searching (and yoga trainings) she left her job as a college advisor and moved to California with the goal to make her Dream Life her Real Life.
Along the way, she gained trainings and certifications (and bumps and bruises) that helped her identify "Dream Life Principles", and has been coaching other inspired go-getters on how to implement these principles in creating thriving, sustainable and service-based businesses since 2015. Her clients are running online 6 figure businesses while spending time with the people they love and donating time, money and energy to the causes they believe in.
The Dream Life Organization also implements these Dream Life Principles in middle school curriculum and trainings they provide to educators and pre-teen students around the world.
We envision a world where all people are living in their purpose and wholly avoid the quarter life crisis that Hanna, and so many others have experienced. Because after all, Dream Life is Real Life!
Why wait for the lottery or a breakdown?
Learn More: www.dreamlifeisreallife.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Dubois an entrepreneur with over 30 years of experience owning and running several successful businesses, he has a broad range of knowledge in management, marketing & human resources. Bob also has 14 years of experience as a top producer and income earner in the Network Marketing industry.
Bob is currently President of Dubois Enterprises INC & Dream Big, LLC & Dreaming Eagle, LLC.
He is a highly respected leader who loves helping people find the “Champion” inside themselves. Bob has become an accomplished speaker and trainer in Network Marketing.
Learning from his own struggles Bob was at one point in his life at a very low place, broken and hopeless. He learned how to become a winner by focusing 1 day at a time, working on his personal development and following those leaders who came before him.
Today Bob enjoys paying it forward teaching, speaking and mentoring thousands of people. Bob’s unique attitude and style of “get it done” goes perfect with his normal ever day hard work ethic. A down to earth person, you’ll find him in blue jeans & cowboy boots most days.
Bob is a person that is relatable to many, easy to talk to & trustworthy. He loves meeting new people and building long lasting relationships!Bob is a husband to his wife Mary, father to 3 sons Andy, Casey and Robbie. He also has two granddaughters Emily and Paisley. Bob enjoys spending time with his family, fishing, hunting and the outdoors.
Contact Bob to discover if Network Marketing may be a good opportunity for you.
Cell: 720 -435 -5076
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Revenue Growth Consultancy is a seven-figure revenue growth consultancy which Alex runs from his home. His typical client is the family owned business, $25M and up. Alex’s average client grows by 15-20% in their first year of working with him.
Alex’s latest book is called The Revenue Growth Habit: The Simple Art of Growing Your Business By 15% in 15 Minutes Per Day. It was selected as the sales book of the year by 800-CEO-Read and Forbes called it one of the top 15 business books of 2015. Nearly everything Alex talks about today is in the book.
Alex lives in Lake Forest with his wife and six-year-old twins, and it’s immediately obvious to everyone that Alex’s wife, Lisa, who raises the kids and feeds Alex, works much harder than he does!
Learn More: www.goldfayn.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I’m a tech entrepreneur and futurist at heart, on the mission of humanizing the digital learning experience to equip and fuel change in the world.
In the pursuit of making a difference through business, I’ve lost, won, and learned a ton with over 105 million in combined revenues from the companies I’ve been involved in building.
Co-founded the tech company Throwing Boulders in 2001, that launched
its most important product ConveYour.com in 2016 that’s disrupting the digital training world.
I bring a visionary mindset to my family by creating a legacy raising and educating our seven children with my wife Angie Tolpin of Courageousmom.com.
I refuse to waste my life achieving the world’s definition of success that leaves so many feeling empty, but instead deeply cares about making a difference in the world through the projects I’m involved with, those I serve, and the family I lead.
Learn More-www.conveyour.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Donald Lee Sheppard is a highly sought-after speaker and the author of THE DIVIDENDS OF DECENCY: How Values-Based Leadership Will Help Business Flourish in Trump’s America.
Rising from modest beginnings in a Northern Ontario mining town, Don’s business career carried him to California where he rapidly rose to senior executive ranks in giant corporations including Manulife, William M. Mercer, and Johnson & Higgins. Succumbing to entrepreneurial ambitions and his love for America, he became a U.S. citizen before launching his own employee communications consulting firm. Sheppard Associates quickly achieved national prominence and helped shape internal communication strategies throughout the insurance and benefits industry.
Upon selling his firm in 2010, Don turned his attention to philanthropy and community service. He founded the LAFC Foundation as a means of providing soccer field facilities, uniforms, equipment and coaching for underserved children and teens in the Los Angeles area. Convinced that sport can make a positive difference in our oft-troubled world, he developed a model program to establish soccer as an international force for good, earning several awards for outstanding community service.
Donald Sheppard’s belief in the power of ethics and philanthropy continues to grow. In speeches to university students and corporate leaders, he emphasizes the importance of values-based leadership; explains the rewards of employing Win-Win models in business dealings; demonstrates the benefits of fostering widespread community involvement; and underscores the need to avoid any hint of impropriety in all business and personal transactions.
With a lust for life and a constant pursuit of ever more demanding achievements, Don has completed three Ironman competitions; rode his bicycle over the Pyrenees Mountains from the Atlantic Ocean to the Mediterranean; and pedaled coast-to-coast in America to raise funds for charity.
When not engaged in physical endeavors or on a speaking circuit, Don enjoys time with his family at their home in Le Canada, California.
Learn More: http://www.donsheppard.com/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Douglas Vigliotti is a writer, speaker, and consultant. He recently published his first book, The Salesperson Paradox, and it was an instant Amazon #1 Best-Seller in 9 different categories. He has over twelve years of successful frontline selling experience, across three different industries, and two Fortune 500 companies—Automatic Data Processing and Johnson & Johnson. He has never had a year he didn’t grow his business, including multiple years of double-digit sales growth. In January 2016, he opened the doors of groundupSALES, helping small business owners develop and execute a sales strategy that will grow their business. He was born in New Haven, CT and graduated from Southern Connecticut State University with a BS in Business Administration.
Learn More: www.douglasvigliotti.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dave is considered by many to be a leading authority on sales training, coaching, and sales motivation in the United States and around the world.
He has 30+ years of experience at various levels in the corporate world and a proven track record of highly successful sales experience.
At his current place of employment, Business and Legal Resources (BLR), Dave has been a top producer and sales trainer for the past eleven years.
His awards include: CEO / President's Club Award for Outstanding Sales Achievement for all eleven years of his employment
The prestigious Joe Berneski Leadership Award for Outstanding Leadership Skills
Dave's expertise in sales keeps him in demand as a sales trainer, and motivational speaker. He has a way of motivating those around him thus bringing people to a level of excellence they never knew possible.
Learn More: https://salestrainingonthego.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Monica is a seven-figure business coach who helps entrepreneurs build businesses that support their ideal lifestyles.
After receiving her MBA from the Kellogg School of Management and working in marketing for L'Oreal Paris, Monica left corporate to start her first company – and then her second company, Revenue Breakthrough.
Today, she takes her clients step by step through building, growing and expanding their businesses.
She combines her business acumen with her intuition and healing abilities to help her clients get unstuck, eliminate self-sabotage and move through fear.
She is also the author of Getting Rich: You're Doing It Backwards and Pause: 52 Questions that Lead to More Money and Time.
Learn More: www.revenuebreakthrough.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tom McMakin is CEO of Profitable Ideas Exchange (PIE), a leading provider of business development services for consulting and professional services firms.
He specializes in helping professional services firms with business development by building peer communities of likely buyers, and in training those who deliver professional services in how to grow their practices.
In fact, his newest book, How Clients Buy: A Practical Guide to Business Development for Consulting and Professional Services, is now available on Amazon and other fine book sellers and it will teach your audience to forget everything they know about sales, new skills that will help make connections, develop rapport, create interest, earn trust, and turn prospects into clients.
Previously, he held leadership positions in private equity and served as the chief operating officer of Great Harvest Bread Co, a multi-unit operator of bread stores.
Tom is the author of Bread and Butter, a critically-acclaimed book that describes his work at Great Harvest and how he and his team created a nationally recognized corporate learning community and culture of best practices using collaborative networks. He has appeared on the pages of Fast Company, Inc Magazine, Newsweek, Business Week and The Wall Street Journal and speaks widely. He is a graduate of Oberlin College and former Peace Corps Volunteer in Cameroon. Tom lives and works in Bozeman, Montana.
He can be reached at HowClientsBuy.net
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Steve Weiss is a lifelong entrepreneur having started his first successful venture at age 16 in his high school's computer lab. Steve is supremely passionate about building and recruiting agile marketing teams that execute.
Over the last three years, Steve invested most of his time building MuteSix as a performance marketing powerhouse. It’s since grown at a rate of 300%+ per year and is the most awarded Facebook social advertising agency, with more Facebook & Instagram marketing case studies than any other agency. In 2017, MuteSix was named one of Inc. magazine's Best Workplaces and ranked #341 on the Inc. 5000 list of fastest growing private companies.
Steve is a highly regarded speaker on Entrepreneurship, eCommerce, and Facebook advertising. He’s recently been a featured speaker at Mumbrella, Affiliate World Europe, the Digital Growth Summit, the Seller Summit and can be heard weekly on the “Spend $10K a Day” digital media podcast.
Learn More: www.mutesix.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I'm Liz Czepiel, an executive coach & learning and leadership consultant.
I serve as a strategic business partner, helping leaders turn exhaustion into efficiency & focus by developing personal accountability measures, building strategic plans for growing their business and talent pipeline, and strengthening leadership skills. I also partner with startup organizations to provide strategic and turnkey learning solutions.
I have coached leaders, managed high potential leadership programs, built talent assessment centers and launched diversity & inclusion organizations at several global and Fortune 500 firms including Spotify, Booz Allen Hamilton, United Rentals and the Department of Homeland Security. My work has been featured in Forbes and Diversity Journal. In addition to my consulting practice, I serve on the faculty at Northeastern University.
Learn More: www.lizabethczepiel.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Michael Zipursky is a leading authority on marketing and business growth for independent consultants and small consulting firms.
He has consulted for organizations and advised leaders throughout North America, Europe, Asia, Africa, Australia and the Middle East in over 30 industries, from service providers to billion dollar multinational corporations including Panasonic, Dow Jones, Financial Times, Royal Bank and many others. In addition, Michael has coached and trained hundreds of consultants as part of the Consulting Success Coaching Program and over 6,000 consultants have taken his consulting courses and workshops.
Learn More:
www.consultingsuccess.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
The Community Company is an organization that builds and manages membership communities for elite professionals. He is the founder of YEC, an invitation-only organization comprised of the world’s most successful young entrepreneurs, and Forbes Councils, a collective of invitation-only organizations for elite executives. He is also an internationally syndicated columnist and author of the book Never Get a “Real” Job.
Scott has been featured in the New York Times, Wall Street Journal, Washington Post, Bloomberg, Fortune, TIME, CNN, MSNBC, CNBC, Reuters, Mashable, BBC, NPR, Forbes, The Daily Beast, CBS News, US News & World Report, Fox News, Inc. and Entrepreneur, and has been honored by NASDAQ and the White House.
Business Insider says their book Super Connector is "One of the business books everyone will be reading in 2018”
Learn More: www.superconnectorbook.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Andy Bailey is a serial entrepreneur who spends the majority of his time coaching other entrepreneurs, business owners, leaders and teams to grow dynamic businesses that focus on: people, strategy, execution and cash.
When he’s not coaching, Andy is relaying his business and leadership experiences to readers of his recurring Forbes, Huffington Post, SmallBizDaily and AllBusiness columns and to audience members at professional events and conferences.
He is Founder and Head Coach at Petra Coach, an entrepreneurial coaching firm.
With Andy’s assistance, the possible often expands to include the formerly impossible, as organizations learn that one step at a time gets you a long way when you take those single steps daily. He tells his clients, 100% annual growth is only 2% growth a week. It’s not easy, but it’s certainly possible.
After working with the Petra team for just 12 months, the average member company increases its revenue by more than 30% and profits by more than 25%, all while improving team member engagement by 60%!
Andy’s tough love, no-BS approach combined with his real-world business experience is sure to inspire your audience to identify, set and reach their wildest professional and personal ambitions.
Learn More: http://www.petracoach.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
With more than 20 years of experience, Piyush Patel became an innovator in corporate culture as he grew his company, Digital-Tutors, into a leader in online training, educating over 1.5M students around the globe along the way. Piyush is an avid member of the Entrepreneurs’ Organization of Oklahoma, sits as an Advisory Board Member of Regent Bank and The Trust Company of Oklahoma. He has won numerous awards acknowledging his entrepreneurship as a trend-setter in our community.
Learn More: www.leadlovetribe.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Terry Ogburn is the renowned owner and Lead Business Coach of Ogburn’s Business Solutions. His proprietary coaching system and personal devotion to the development of others has contributed to the success of hundreds of small to large business ventures.
Terry began his business career in 1979 when he invested his last $118.42 to start an air conditioning service business.
At that time, he had no car or truck, but he did have the knowledge and ability to build relationships. By 1983, he was a top 5 nominee for Small Businessman of the Year.
In 1984, he won the award for “Outstanding Young Businessman of the Year” for the State of Florida.
In 1985 successful in his business and recognized as a leader in the business community, he began to mentor other small business owners. In 1989 he developed his own business success program based on his experience and the teachings of his favorite business books.
His program was so successful that in 1992 Terry was asked to join UniGlobe Active Travel as a Director of Operations to boost individual store performance.
Within months, he took the store to a $2.5 million Dollar Travel Agency. He then took the program national to improve performance organization wide.
In 1994 he became a founding team member of EXA Travel International and took on the role of Director of Training & Development and within two years the company grew to 11 regional offices, with over 2000 franchisees and went public in late 1996.
Learn More:
http://www.ogburnsbusinesssolutions.com
http://www.terryogburn.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Michael Berlin is trained as a highly skilled and talented healer and communicator.
Noted as a gentle, intuitive, and gifted healer, he brings to the community over 25 years of experience working in alternative health and mind-body healing.
Dr. Berlin is a well-known speaker/educator, has been a wellness coach for thousands of people, and is a fully trained group facilitator.
Dr. Berlin has been on Chiropractic mission trips abroad to help those in need, and was with a group of Chiropractors at ground zero helping the police and firefighters stay healthy.
Dr. Berlin practices Network Chiropractic in Plainview with Dr. Rabinowitz, who have both dedicated their lives to helping families resolve stress to heal their bodies and their lives!
Learn More:
www.networkwellnesscenter.com
www.drberlin.clubreduce.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Michael is a Sr. Cloud and App Consultant, founder of Cloud Advisory LLC and the acclaimed author of Automate + Grow: A Blueprint for Startups, Small and Medium Businesses to Automate Marketing, Sales and Customer Support.
Michael started working on custom mobile and Salesforce projects in 2010 and was ranked in the top 5 at the Salesforce Appquest developer competition with Portable Intelligence.
He has lead the strategy, design and development of over 100 mobile, Salesforce and digital or marketing automation projects.
Rebranding his first company, iworkdigital.com LLC to Cloud Advisory LLC is part of the company’s increased focus on providing small medium and large companies with the best cloud and app based sales, marketing and business automation solutions.
Learn More: www.automategrow.biz
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
With a series of high profile jobs in the financial services and consumer product industries, John believes mental clarity is one of the keys to success. John first experienced Free and Easy Wanderer, a classic Traditional Chinese Medicine formula, when he lived in Tibet working in micro-finance lending for the Tibet Poverty Alleviation Fund. Free and Easy Wanderer changed John’s life by calming his mind and relieving daily stresses.
After returning to the U.S., John transitioned to the natural food industry, leading a frozen food platform on mainstream grocery, club and natural store freezer shelves nationwide. John searched for Free and Easy Wanderer to help with the daily stresses of running a business, but only found imported Chinese herbs that required extensive effort to boil into decoctions.
Combining his professional background in consumer products with his personal experiences in Asia with Traditional Chinese Medicine, John co-founded DAO Labs to help people experience the power of TCM in a natural, easy-to-use format. John made it his mission to redesign proven, age-old TCM for people searching for natural wellness solutions.
John earned his M.B.A. from the Kellogg School of Management and hold a B.A. from Northwestern University.
Get your free sample: https://mydaolabs.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Gary has a master’s degree in Community Counseling. Gary’s expertise comes from years of dealing with people on a personal level.
His passion is for helping people find a way to reduce their stress and find a better sense of wellbeing.
Sharon Worrell is a Board Certified Biblical Counselor utilizing a trauma clearing protocol to clear trapped traumatic emotions in the body.
Sharon and Gary have established a wellness center for dealing with stress.
The Life Vessel is an FDA-cleared medical device using light, sound, infrared and vibrational frequency for bringing the body into relaxation. When the body is brought into relaxation, the Autonomic Nervous System can then balance.
Learn More:
http://www.lifevesseldenver.com
http://www.Strategiesforhealing.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In his first career, John was captain of two nuclear-powered fast attack submarines. In his final job in the Navy, he was the program manager of a billion dollar software development program. A lot of what he learned about leadership and sales he learned in the Navy.
In John’s second career he co-founded an engineering company that grew at a 42% per year growth rate compounded for 14 straight years. Along the way, the firm acquired seven other companies and John gained key insights into what it takes to develop a fast-growing business where everybody in the company is in sales!
In his third career, John started a sales and marketing advisory business to share the lessons he learned from being on the front lines of selling complex sales for over twenty years. Those lessons were translated into his Top Ten Selling Skills that are the blocking and tackling of successful sales. He and his team have trained over 80,000 salespeople in 22 countries on his efficient and effective sales process to quickly close new business.
John is a managing director of the Business Growth Alliance and Headwaters, S.C., a midcap investment banking firm, and is also a special advisor to the private equity divisions of Goldman Sachs and Indian Rivers Advisors.
Over the last two decades, John has mentored a large cadre of speakers and trainers that has fueled the growth of ASHER.
John is a recent recipient of the Lifetime Speaker Achievement Award for extraordinary contributions to Vistage, an international organization of CEOs.
Learn More: www.asherstrategies.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Sewer Surgeons is the New Jersey's #1 Choice for Trenchless residential, commercial or hospitality sewer service, pipe repair, relining or replacement within or under building structures or property. Whether your project is in North New Jersey or surrounding areas we are committed to providing our customers the highest level of quality service and the best materials for longer guarantees. Using modern technology we can help homeowners and business clients save time, money and aggravation. Unless you like listening to a jack-hammers, like piles of messy dirt, the smell of sewage, or concrete dust getting everywhere, then you need to call the Sewer Surgeons to help you.
Sewer Surgeons is the exclusive dealer for Nu Flow Technologies in all of New Jersey a structural pipe relining system that is stronger and seamless compared to traditional PVC pipe that can crack or get clogged.
We are also certified with trenchless small pipe coating, transforming your existing pipes to a smoother, stronger, seamless pipes with a 50+ year potential lifespan without digging, cutting concrete, making a mess or replacing your pipes. We can coat pipes from 3" to 16".
Our product meets or exceeds ASTM D790, D638 and D543 Industry Standards and is NSF 14 & 61 approved.
Consider us for your next project by contacting us:
973-579-3322
sewersurgeons@yahoo.com
http://sewersurgeons.com
- No Dig Sewer Pipe Relining
- Trenchless Sewer Repairs
- Advanced Micro Cleaning
- Grease Trap Restoration
- Epoxy Pipe Coating
- Video Inspections
- Pipe Bursting
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a second generation chiropractor, Dr. Daniel Knowles has a very unique and skilled approach to natural chiropractic care. He began his academic career at New York University, where he studied Liberal Arts and proved himself to be an exceptional student, graduating with honors. He went on to pursue a chiropractic degree at Sherman College of Chiropractic in South Carolina. Once again, he excelled at his studies, receiving the Outstanding Student of the Year award in 1995.
Dr. Knowles graduated in 1996 with a Doctor of Chiropractic degree from Sherman College of Chiropractic with the prestigious Clinical Excellence award for his graduating class. In addition to his practice he still serves Sherman College as a member of the Board of Trustees. Dr. Knowles has completed 3 levels of certification as practitioner of Network Spinal Analysis, as well as a published researcher and sought out educator.
Dr. Knowles, D.C. emphasizes a compassionate and holistic approach to patient care at his Boulder chiropractic wellness center. He was awarded with the title of Health Care Practitioner of the Year in 1998 and has since gone on to work with thousands of patients, quickly gaining a reputation as a top chiropractor in Colorado.
Learn More: www.networkwellnesscenters.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Business leaders call on Ian Altman to modernize their sales and marketing. Ian's approach helps companies significantly grow sales by aligning their goals with current and emerging trends in buyer behavior.
Ian is a multi-bestselling author, strategic advisor, and internationally sought speaker.
A successful services and technology CEO for two decades, Ian draws on years of success and research on how customers make decisions. He shares how his clients have more than doubled their businesses following the same methods that he used to build his former company from zero to more than $1 billion in
value.
You can find Ian's weekly articles on Inc.com and Forbes.com. He is the host of the weekly podcast Grow My Revenue Business Cast.
Discover more: www. IanAltman.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Hi, I'm Shiny Burcu Unsal, The Shiny One :) I'm so excited to help you train and #shine your mind for success with my transformational and high energy Neuro-Shine Technology™!
I'm very passionate about the human mind and the power of beliefs. After attending an NLP mindset training in 2010, I simply chose to Be-Live in myself and decided to follow my dreams in Los Angeles. Within 5 years, I changed my whole life from a successful but unfulfilled Marketing Executive in Turkey to an award-winning source of inspiration and motivation as the most influential Turkish American Mindset Trainer in US! Feels so amazing!
In LA, I studied Neuro Linguistic Programming (NLP) , Spirituality, Tony Robbins, Metaphysics, Cosmology, Neuroscience, Positive Psychology, Emotional Intelligence, Quantum Physics and finally found some answers. I attended over 100 seminars and received over 30 certifications, including my Executive Education from Harvard Business School. While studying and doing my soul searching, I became a Certified Life Coach, Licensed NLP Trainer, top-rated Leadership Instructor at UCLA Extension, Author, Online Course Creator and an Award Winning Mindset Trainer! I also feel the deepest fulfillment for having personally trained hundreds of life coaches and changed thousands of lives, including my own MOM! :)
Now, I'm so excited to show you how you can think and communicate more effectively so that you can easily elevate your mind to the next level and enjoy your "shiny & happy success and the life of your dreams" with me!
Learn More: https://www.theshinyone.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Marion McGovern is the founder of M Squared Consulting, a specialty consulting firm that uses independent consulting talent to meet the needs of clients to help them solve critical business problems. Founded in 1988, M Squared was a gig economy business before the term was even coined. She also started Collabrus, a subsidiary, which is a professional employer for independent consultants while they are on engagements to ensure compliance with employment laws. In 2005, she completed the sale of the companies to The Kelly Group, a publicly traded company in
South Africa. She remained a Director until 2014, when Solomon Edwards purchased M Squared.
An expert in the dynamics of the senior independent talent market, she wrote a book, A New Brand of Expertise, in 2001.She has followed that in 2017 with Thriving in the Gig Economy.
Thriving focuses on senior level independent talent, but also on the digital talent platform environment, personal branding in the digital age, and the eco system that surrounds the gig economy, from productivity apps to insurance platforms to co-working space.
A gig economy participant herself, Marion’s primary gigs are her roles as a corporate Director. For the past 14 years, she has been on the board of CPP Inc., the publisher of the Meyers Briggs Type Indicator, where she is chair of the Audit Committee. She recently joined the board of The Front Porch. The Front Porch is a billion dollar Continuing Care Retirement Community (CCRC) with facilities in 3 states that provide a spectrum of services including retirement communities, elderly housing, skilled nursing and dementia care. She recently stepped down as the Chair of ReSurge International, a humanitarian NGO that provides reconstructive plastic surgery to the poor around the world and training for the next generation of plastic surgeons in developing countries. She is also a Director of the Alliance of CEOs. In that role, she facilitates peer education with a group of 10-12 CEOS on a monthly basis. She taught Human Resource Management at the University of San Francisco for 7 years. On a totally different note, she developed and now manages a small apartment building in San Francisco.
McGovern has a BA from Boston University and an MBA from the Haas School of Business at the University of California at Berkeley. She is a member of YPO Gold, the NACD and SHRM.
She lives with her husband in San Francisco. They have three wonderful, grown children and a delightful Labrador named Lucy.
Learn More: www.marionmcgovern.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
With 25+ Years in the financial and accounting arena both in industry and public accounting, Donald has run companies from startup to $50Million plus in revenue.
Taxes in 24 has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, they are highly qualified to prepare tax returns for all fifty states.
Their sister US based CPA firm prepares all tax returns and never outsources your return!
Learn More: www.Taxesin24.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Karen Keller, clinical psychologist and Master Certified Coach, is founder and CEO of Karen Keller International, Inc., a web-based company designed to provide consulting, training and coaching to executives and corporations. She is the creator of The Keller Influence Indicator ® (KII®) and is an internationally recognized expert on influence. Dr. Keller has recently published her #1 Best Selling book Influence: What’s the Missing Piece?
With over 20 years of experience, Dr. Keller’s well-rounded and diverse background also consists of developing and leading integrated change and strategies for large corporations such as, American Express, Pizza Hut, PepsiCo, Guilford Mills, Lear Corporation, and Indiana Purdue University.
Known for thoughtful consultation and asking tough questions, Dr. Keller is a modern-day teacher of influence as a way of inner thinking, being (then ultimately doing) for executives, leaders, small business owners, entrepreneurs, and anyone who desires to have more of what they really want.
Dr. Keller believes that every person has the innate capacity and potential to create a more influential presence in any environment they enter. She is passionate about empowering people to experience new heights in their careers, business and personal life.
Learn More: www.karen-keller.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jessica Sweet is a career coach and a licensed therapist. She helps creative, ambitious midlife professionals and executives figure out what work they truly care about and want to be doing - and then helps them land or create those positions. She is a member of the Forbes Coaches Council and a contributor at Forbes.com and The Huffington Post. Her work has also been featured in places like CNBC, Business Insider and HayHouse Radio.
You can visit her website at www.wishingwellcoach.com.
When Jess is not coaching, you can often find her giggling with her two little girls.
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
David has written 5 books, advised 900+ firms, and keynoted conferences in 30+ countries. His work has been discussed in the Wall Street Journal, New York Times, Fast Company, Forbes, USA Today, BusinessWeek, and Inc. Magazine. He lives in Nashville, TN, but grew up in Guatemala, where he lived with the K'anjobal, a tribe of Mayans in San Miguel Acatán, Huehuetanango, where his parents did medical and literacy work. David helps entpreneurial creatives make better business decisions about their positioning and marketing, how they structure their roles in the firm, and how to benchmark their financial performance. His most recent book is called "The Business of Expertise: How Entrepreneurial Experts Convert Insight to Impact + Wealth." He also produces a podcast with Blair Enns at 2bobs.com.
Learn More: www.expertise.is
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Elizabeth Grace Saunders is an internationally recognized expert on effective time management and the founder of Real Life E Time Coaching and Speaking. Her company partners with individuals on the journey from feeling guilty, overwhelmed and frustrated to feeling peaceful, confident and accomplished.
She has been featured on CBS, ABC, NBC, and FOX. She contributes to Forbes, Harvard Business Review, Huffington Post, and Fast Company. Elizabeth is a member of the Young Entrepreneur Council and the Forbes Coaches Council. McGraw Hill published her first book The 3 Secrets to Effective Time Investment: How to Achieve More Success with Less Stress. Harvard Business Review published her second book How to Invest Your Time Like Money. FaithWords is publishing her third book on Divine Time Management: The Joy of Trusting God’s Loving Plans for You.
Most importantly, Elizabeth accepted Jesus when she was a little girl and has desired to live life walking hand-in-hand with God ever since. The Divine Time Management division of Real Life E encourages Christians to join in the journey of aligning themselves with God’s heart through her book and group coaching program.
Learn More: www.DivineTimeBook.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
One of the early pioneers of coaching, Pat is often called the ambassador of life coaching. Pat has been a licensed psychologist since 1980 and began executive coaching in 1990 with Hewlett Packard, IBM, Kodak and other companies along the front range of Colorado.
Most recently Pat has focused his coaching on private corporations and Federal government entities going through transitions and adaptive leadership challenges in the non profit community.
He is a member of PHI BETA KAPPA and CUM LAUDE graduate of Kansas University in 1972. He completed his masters in Humanistic Psychology in 1975 (University of West Georgia) and doctorate in Transpersonal Psychology in 1977, (University of Northern Colorado) His dissertation was Transpersonal Psychology and the Evolution of Consciousness.
Pat joined Coach U in 1996, closed his 16 year therapy practice six months later and became a full time coach. Pat was a senior trainer with Coach U from 1997-1998. He then started his own coach training school, the Institute for Life Coach Training (ILCT) which specializes in training those with a human services orientation. ILCT has trained over 3,500 helping professionals and has opened offices in Korea, Turkey, Italy, China, and the UK.
Pat is department chair of the Coaching Psychology program at the International University of Professional Studies (www.iups.edu), and has taught graduate coaching classes at Colorado State University and Denver University, Fielding University, Loyola University, City University of London and many others. He was also a curriculum consultant for the Coaching Certificate program at Fielding International University.
Pat is a past board member of the International Coach Federation (ICF), and co-chaired the ICF regulatory committee. He is past president of ACTO, the Association of Coach Training Organizations and an honorary VP of the International Society of Coaching Psychology. Pat was also honored in 2008 as the educator of the year for the New England Educational Institute.
In May of 2006 Pat was awarded the first Global Visionary Fellowship by the Foundation of Coaching for his Coaching the Global Village (www.CoachingtheGlobalVillage.org) initiative to bring coaching methodologies to villages in developing countries and to leaders of non profits and nongovernmental organizations who serve them. He is passionate about coaching and dedicated to ensuring it remains a respected profession.
Current projects have included teaching coaching to dozens of federal prisoners, speaking at their graduation ceremonies and currently working on a documentary film about the power of the coach approach for those in prison and for re-entry success back into society.
And he is a newly certified (2015) trainer for Points of You ™ an international training company with tools for inspiration and creative communication.
Pat is also a member of:
- Forbes Coaching Council
- Founding Member of ExotericLiving.com
- A coach for navy Seals with Seal Foundation Fund
Pat has authored multiple articles and has co-authored the following books:
• Therapist as Life Coach: Transforming Your Practice (2nd Edition 2007)
• Total Life Coaching: 50+ Life Lessons, Skills, and Techniques to Enhance your Practice and Your Life (2005)
• The Law and Ethics in Coaching: How to Solve and Avoid Difficult Problems in Your Practice (2006)
• Becoming a Professional Life Coach: Lessons from the Institute for Life Coach Training (2nd ed. 2015)
Most recently he is a contributor to The Philosophy and Practice of Coaching (Chapter 1, 2008)
Pat continues to coach, train, speak, and lead in the ever evolving field of professional, life, and wellness coaching.
His new book, for a more general public is now out. Getting Naked: Emotional Transparency with the Right Person at the Right Time, in the Right Place.
Learn More: www.DrPatWilliams.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
One of the early pioneers of coaching, Pat is often called the ambassador of life coaching. Pat has been a licensed psychologist since 1980 and began executive coaching in 1990 with Hewlett Packard, IBM, Kodak and other companies along the front range of Colorado.
Most recently Pat has focused his coaching on private corporations and Federal government entities going through transitions and adaptive leadership challenges in the non profit community.
He is a member of PHI BETA KAPPA and CUM LAUDE graduate of Kansas University in 1972. He completed his masters in Humanistic Psychology in 1975 (University of West Georgia) and doctorate in Transpersonal Psychology in 1977, (University of Northern Colorado) His dissertation was Transpersonal Psychology and the Evolution of Consciousness.
Pat joined Coach U in 1996, closed his 16 year therapy practice six months later and became a full time coach. Pat was a senior trainer with Coach U from 1997-1998. He then started his own coach training school, the Institute for Life Coach Training (ILCT) which specializes in training those with a human services orientation. ILCT has trained over 3,500 helping professionals and has opened offices in Korea, Turkey, Italy, China, and the UK.
Pat is department chair of the Coaching Psychology program at the International University of Professional Studies (www.iups.edu), and has taught graduate coaching classes at Colorado State University and Denver University, Fielding University, Loyola University, City University of London and many others. He was also a curriculum consultant for the Coaching Certificate program at Fielding International University.
Pat is a past board member of the International Coach Federation (ICF), and co-chaired the ICF regulatory committee. He is past president of ACTO, the Association of Coach Training Organizations and an honorary VP of the International Society of Coaching Psychology. Pat was also honored in 2008 as the educator of the year for the New England Educational Institute.
In May of 2006 Pat was awarded the first Global Visionary Fellowship by the Foundation of Coaching for his Coaching the Global Village (www.CoachingtheGlobalVillage.org) initiative to bring coaching methodologies to villages in developing countries and to leaders of non profits and nongovernmental organizations who serve them. He is passionate about coaching and dedicated to ensuring it remains a respected profession.
Current projects have included teaching coaching to dozens of federal prisoners, speaking at their graduation ceremonies and currently working on a documentary film about the power of the coach approach for those in prison and for re-entry success back into society.
And he is a newly certified (2015) trainer for Points of You ™ an international training company with tools for inspiration and creative communication.
Pat is also a member of:
- Forbes Coaching Council
- Founding Member of ExotericLiving.com
- A coach for navy Seals with Seal Foundation Fund
Pat has authored multiple articles and has co-authored the following books:
• Therapist as Life Coach: Transforming Your Practice (2nd Edition 2007)
• Total Life Coaching: 50+ Life Lessons, Skills, and Techniques to Enhance your Practice and Your Life (2005)
• The Law and Ethics in Coaching: How to Solve and Avoid Difficult Problems in Your Practice (2006)
• Becoming a Professional Life Coach: Lessons from the Institute for Life Coach Training (2nd ed. 2015)
Most recently he is a contributor to The Philosophy and Practice of Coaching (Chapter 1, 2008)
Pat continues to coach, train, speak, and lead in the ever evolving field of professional, life, and wellness coaching.
His new book, for a more general public is now out. Getting Naked: Emotional Transparency with the Right Person at the Right Time, in the Right Place.
Learn More: www.DrPatWilliams.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
No one ever says, “When I grow up, I want to be a pool guy.”
Neither did Marcus Sheridan when he was a youth being raised in the small town of Callao Virginia.
But that’s exactly what he was for 10 years of his life—a decade that would go on to become the foundation of his incredible “They Ask, You Answer” story, one where his swimming pool company would go from near bankruptcy to one of the most successful pool builders in the entire country while being featured in multiple best-selling books, the New York Times, and many other publications.
In 2015 alone, award-winning speaker Marcus Sheridan has traveled the globe, giving multiple sales, marketing, and leadership keynotes in a total of 8 different countries and 24 states. Sheridan, along with team member George Thomas, can be counted on to teach, inspire, and move audiences of all sizes to action while embracing today’s digital consumer and new way of doing business.
Learn More: www.thesaleslion.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Steve Olsher is known as the world’s foremost reinvention expert. Famous for helping individuals and corporations become exceptionally clear on their WHAT – that is, the ONE thing they were created to do – his practical, no-holds-barred approach to life and business propels his clients towards achieving massive profitability while also cultivating a life of purpose, conviction, and contribution.
A 25+ year entrepreneur, Steve is the Chairman & Founder of Liquor.com, online pioneer who launched on CompuServe’s Electronic Mall in 1993, New York Times bestselling author of What Is Your WHAT? Discover The ONE Amazing Thing You Were Born To Do, author of the Business Technology Book of the Year, Internet Prophets: The World’s Leading Experts Reveal How to Profit Online,host of the #1 rated radio show/podcast Reinvention Radio, international keynote speaker, and an in-demand media guest who has appeared on CNN, The Huffington Post, Entrepreneur on Fire and countless other media outlets.
Learn More: www.steveolsher.com
Get your free copy of his book: www.WhatisYourWhat.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bryan oversees product development, implementation, and client strategies while spearheading an adept team that is determined to push the envelope in custom software technology.
From funded startups to large-scale enterprise solutions in finance, healthcare, pharmaceutical, and supply chain management industries, his foolproof solutions have benefited a wide range of clientele.
Learn More: www.incipientcorp.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a leadership and team-building expert, management consultant, and certified coach, Andrea MacKenzie, MBA, founded her consulting business, Lead With Harmony, to utilize her expertise in people-centered assessments, operations improvement, and business strategy to help businesses grow, without losing a sense of well-being and purpose. With experience in almost every key business function, Andrea has partnered with leaders at Fortune 500’s, major motion picture studios, small-to-mid-size businesses, and non-profits for over 15 years to cultivate high performance amidst uncertain change and rapid growth. She believes that developing strong leadership leads to more productive and happier workplaces, which ultimately increases performance.
Learn More: www.leadwithharmony.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Cheryl is the principal of Epiphany Coaches Inc., a global executive coaching company, supporting executives worldwide in leadership and career development.
Epiphany Coaches has a long and strong track record of delivering innovative, results-focused coaching programs for high potentials through to senior leaders, around the globe for the past 16 years, accelerating business results with a 98% success rate. Epiphany delivers end to end coaching solutions that are scalable, affordable and measurable. To date, the global team of 30 coaches have coached thousands of leaders in over 70 countries and over 80 large scale coaching programs across a variety of organizations including Microsoft, LinkedIn, Twitter, HP and OpenText.
Cheryl brings 25 years of business experience and an enthusiasm for working with people. She is a certified professional coach and has personally coached over a thousand leaders both individually and in workshops in over 50 countries. She co-authored the book, Roadmap to Success, sharing her company’s RQ Relationship Intelligence model that supports leaders to gain more influence and impact.
Prior to coaching, Cheryl spent 10 years at Microsoft Canada in roles including strategic initiatives, marketing management, research and sales. Cheryl received her Honours B.A. from the University of Waterloo and marketing training through the Schulich School of Business at York University and the Burke Research Institute.
Cheryl is a Forbes Council Coach, Learning Partner for McMaster University’s, DeGroote School of Business MARS Competition, and sponsor for Innovation Factory. She is the Past President of the Business Executives Organization, Bay Area Leadership Alumni and was the Founder of the Hamilton and Area Coaching Association.
Learn More: www.epiphanycoaches.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
An author, educator, business consultant, successful entrepreneur, and sought-after speaker, he inspires and encourages individuals to realize their true potential. He has taken his dynamic personal messages to opposite sides of the globe - from the U.S. to Singapore - where tens of thousands have benefited from his energetic workshops in over 17 countries; millions have heard him as a keynote speaker; and he has appeared on numerous radio and television shows. His 30 years of research and experience have helped people on the path of personal growth and fulfillment.
Khera is the author of 16 books including the international bestseller, You Can Win, which has sold over 3.5 million copies in 21 languages. His clients include Lufthansa, HP, Citigroup, HSBC, Canon, Nestle, Philips, Mercedes Benz, Johnson & Johnson, Metlife and many more.
Khera is also the brand ambassador of Round Table Foundation. He has been recognized and honored by Rotary International and The Lions International.
Learn More: http://www.shivkhera.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Dove is the happy owner and principal doctor at the Chiropractic Wellness Center in Fort Collins. He holds the highest level of NSA certification and is a certified SRI wellness educator.
A personal comment from Dr. Simon Dove:
“This work has changed my life. The depth of healing physically and emotionally, bringing us to a greater depth of our spirit, surpasses anything I have ever experienced in the world of health and wellness — personally and professionally. How far you take Network Spinal Analysis care is entirely up to you. Just imagine a life free of pain and filled with joy, passion and vitality. Imagine your children thriving on every level. This is what Network Spinal Analysis care has to offer. Together, we can create the life you are intended to live.”
NSA is a system based within the wellness paradigm, which places the individual in an active role for maximizing expression of his or her own innate potential. Unlike a common health-vs.-illness approach, which is based on fear and dominance, the wellness approach is based on empowerment and partnership with the practitioner.
NSA is designed to advance spinal and neural integrity by developing new strategies and self-organization. It is about living life from the inside out. Through a series of light touches along the spine, the patient experiences a deeper awareness of his or her own spinal structures and a release of spinal tensions.
Dr. Dove believes the knowledge and wisdom acquired through experiencing NSA will aid individuals in making healthier choices, which, in turn, can shift human culture toward a more compassionate, vital, creative, self-aware and responsible entity. By optimizing an individual’s biology, NSA will facilitate positive transformation on a global scale — one spine at a time.
Contact Dr. Simon Dove today to learn more about his unique approach to chiropractic treatments.
www.myfortcollinschiropractor.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tim's experience is exceptionally broad – across sales, marketing, human resources, training, market access, and leadership development. He has enjoyed a number of senior level positions in the pharmaceutical industry – literally managing billions of dollars in portfolio and thousands of employees over the course of his career. He played an instrumental role in the growth of a small Midwestern firm into one of the largest healthcare companies in the world.
Along the way he’s been intimately involved in sourcing and developing talent and his mentorship of scores of individuals who have gone on to assume senior level roles with other companies has earned him industry wide accolades. He’s helped launched 20 new brands to the market and played key roles in 6 legitimate blockbusters. He is a multiple winner of Excellence in Leadership Awards and is regarded as one of the most highly respected veterans in the healthcare arena. He is the architect of Strategic Performance Planning, has contributed to multiple books on leadership and the future of healthcare, and is himself, a published author.
But much of his journey transcends the roles assigned. He counts among his most significant accomplishments – the ability to survive and thrive in the face of over 2-dozen restructures and 5 mergers and acquisitions, becoming – over time – one of the few industry veterans to successfully weather the waves of downsizings that swept the pharmaceutical world. The experiences and the insights gained inform the book The Compass Solution; A Guide to Winning Your Career.
It promises to be a definitive guidebook for building a thriving career – with the practical tips acquired from a lifetime of experience. If you’re SERIOUS about writing your career story, a must read. The book is slated for release later this year.
Tim is married to his high school sweetheart Nancy and they are the proud parents of two sons. Brandon and his wife Rosellie are expecting their first child soon. David is still happily single.
Learn More: www.thecompassalliance.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
The Trachtman Group focused on helping companies grow and scale, as well as managing director (and majority investor) of Purview, an early stage company focused on disrupting the medical imaging business. For the past two decades, Trachtman has lectured at numerous universities across the country including the Harvard Business School, the MIT Sloan School of Business, the University of Southern California, Rensselaer Polytechnic Institute, Kent State University, University of Maryland Smith School of Business, Union College, and Quinnipiac University School of Business. Trachtman has published articles in the Harvard Business Review and Quinnipiac University Business. A portion of his career is chronicled in the Harvard Business School case study; Les is More Times Four, which educates entrepreneurs at leading business schools.
Learn more about Les Trachtman at www.foundertransitions.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Chi is a digital marketer & direct response copywriter. He helps clients grow their businesses and achieve success on their terms through his digital marketing training, personal development coaching & entrepreneurship mentoring services.
As a former management consultant in NYC, he mastered valuations, business strategy, and operations by working with top Fortune 500 companies and Tier 1 private equity firms.
While working at his day job, he launched an online drop ship-e-commerce store that specialized in baby products. The lucrative side hustle eventually turned into a full-time entrepreneurship opportunity when he observed that the niche was underserved in his home country of Nigeria (a population of 200 Million people meant lots of babies).
He quit his job to go to Nigeria and launch the business; the promising venture eventually turned into an entrepreneur’s nightmare as within three months of starting the country fell into a deep recession and caused him to accumulate debt & lose several thousand dollars.
Already a survivor of the great recession in the U.S., Chi had learned that one should never waste a good recession and that there’s plenty of opportunities when the economy goes south. He inventoried his skills & assets and decided that the best way to overcome challenging business environment was to help people solve their biggest business challenge i.e. finding customers and making sales.
He started applying the marketing skills he had learned from Jay Abraham & Dan Kennedy to digital marketing and began to see results with clients in the real estate space and other local businesses. He created the Bulletproof Interactive Response System which is marketing techniques that rely on Direct response mailing, Facebook advertising, content & email marketing to help businesses acquire customers from cold traffic.
In addition to marketing consulting, Chi speaks on the entrepreneurial mindset, workplace relationships and digital marketing to local trade associations, church groups, and youth conferences. He also writes for large publications like the Huffington Post, Influencive, GoodMen Project & Addicted 2 Success & hosts a weekly podcast called The Bulletproof Entrepreneur.
Learn More: http://odogwu.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I am a successful real estate executive and motivator who continues to realize profitability and maximizing return on investment for mandates that are awarded to me.
With more than 18 years of proven ability as a negotiator, strategist, and problem-solver, my role as an executive has allowed me to witness and evaluate countless interactions with a myriad of business leaders and entrepreneurs.
From these experiences was born a desire to share my observations and knowledge in the fields of leadership and management with others who are seeking to improve and grow to their peak potential.
My ability to teach, advise and guide executives to be more effective leaders has deepened my understanding of coaching and led me to obtain a certification as a management business coach.
My practiced application of a wide-ranging skill set creates sound and solid synergies with those in quest of improving their leadership and teambuilding skills.
My solid track record, business acumen, and skill at nurturing effective relationships, brings immeasurable value to both the aspiring and seasoned executive
Learn More: http://intinde.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Bethel is the orchestrator of seventy-seven business turnarounds over the past fifty years.
Early successes and troubles in his own professional career inspired his passion for taking over struggling businesses and guiding them towards the road of profitability.
Bethel has turned around companies in various industries—from restaurant chains to engineering firms—and has helped save over ten thousand jobs as a result of his strategic business counsel.
A graduate of the Owen Graduate School of Management at Vanderbilt University, Bethel owns several companies across the southern United States and has operated businesses both nationwide and internationally. He is an Eagle Scout and, in addition to counseling, also spends times teaching three-day seminars on best business practices throughout the country.
He currently resides in Orange Beach, Alabama with his wife, Reese.
For more information, visit http://www.robertthomasbethel.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Steven Picanza is an entrepreneur, brand architect, and business strategist with a core purpose centered around connecting people, products, and organizations with their core audience. He is the co-founder of the lifestyle brand for the creative entrepreneur, "The Creative Hustler", as well as co-founder of the brand strategy firm Latin & Code with his wife Melissa. Steven is also a partner with The Agency Guy, a business consultancy referring brands of all sizes to the right marketing firm based on capabilities, culture, and strategy. Steven, being passionate about all things creative, is also an Executive Board member of The San Diego Entertainment & Arts Guild, a non-profit organization he helped found in 2009.
Learn More:
http://www.thecreativehustler.com/personal-branding-blueprint
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Glenn oversees an elite team of practice development consultants who provide solutions to agency leaders and salespeople facing the challenges of achieving extraordinary success in highly competitive and overcrowded markets. Glenn is is an extremely sought after keynote speaker, a gifted and respected platform trainer, coach, advisor and author. “My business is helping my clients transform their business into a more efficient, productive and profitable one”
Learn More: http://www.mattson.sandler.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Carlos Scarpero speaks about email marketing and marketing automation related topics. He owns an online marketing agency, called Mr. Leads that provides done for you email marketing services for ActiveCampaign and Constant Contact customers.
Learn More: www.mr-leads.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dan is one of the highest-paid and most-in-demand consultants in the luxury and high-ticket space.
Dan is the creator of High-Ticket Millions Methodology™, the world's most advanced system for getting high-end clients and commanding high fees with no resistance.
He works exclusively with business coaches, consultants, executive coaches and other service professionals who want a more sustainable, leveraged lifestyle and business through high-ticket programs and equity income.
Dan is one of the extremely rare keynote speakers and business consultants that actually owns a portfolio of highly profitable business ventures. Not only is he a two times TEDx opening speaker, he's also an international best-selling author of over 12 books and the host of Shoulders of Titans show and High Ticket Sales Secrets show.
Learn More : www.danlok.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dudley Slater published his first book Fusion Leadership, with Steven Taylor, in 2017. Prior to becoming a writer, Slater co-founded Integra Telecom, Inc. and served as its CEO for fifteen years, growing the company from nine to over 2,000 Dudley Slater published his first book Fusion Leadership, with Steven Taylor, in 2017.
Prior to becoming a writer, Slater co-founded Integra Telecom, Inc. and served as its CEO for fifteen years, growing the company from nine to over 2,000 employees and transitioning it from a start-up to national prominence as one of the ten largest fiber-based telecommunications companies in the United States, generating over $600 million in revenue. The Portland Business Journal also cited Integra as one of “Oregon’s 10 Most Admired Companies” over six consecutive years from 2005 through 2010. Slater presently serves or has recently served in a variety of governance, operating, and entrepreneurial roles working with institutional investors and operating companies in the telecommunications, healthcare, banking, and media industries. In addition to his board roles with Umpqua Bank (NASD: UMPQ), Wow! Cable & Internet and Integra Telecom Inc., Slater’s corporate governance and board memberships also include the nations largest video networking and enterprise collaboration integrator and a super-regional fiber network operator serving enterprise customers in the eastern United States.
His recent operating roles include those as president of one of the nation’s largest investors in healthcare technology and alternative healthcare distribution companies and as president and CEO of the largest operator of institutional review boards serving the clinical trials industry. He also serves as an industry advisor to EQT Partners in New York. Slater has been a member of the World President Organization (WPO/ YPO) for nearly twenty years.Ernst & Young recognized Slater as “Entrepreneur of the Year” in the Northwest in 2011.
He earned a bachelor of science in geophysics from UCLA and a master’s degree in business administration from the Harvard Business School. Slater has two beautiful grown children (Toryn and Kathrina) and lives with his wife of twenty-nine years, Laurie, in Portland, Oregon, and New York, New York.
Learn More: https://fusionleadership.org
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
An acclaimed communication strategist, she’s known for her practical solutions to big problems. Her company works with some of the top consumer, wine and technology brands in the country.
Lee’s the author of Millennials & Management based on her experience with failing and then succeeding at retaining Millennials.
Her second book, The Boomerang Principle, published in April 2017, is a practical blueprint for creating positive, high performing workplaces that inspire lifetime loyalty and help futureproof business.
Lee is active in the community and currently serves on three nonprofit boards. A graduate of Carleton College with a degree in Medieval History, which she finds useful every day, Lee lives in the San Francisco Bay Area with her husband, two sons, and a blind cat.
Learn More: http://leecaraher.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
He has been involved in the field of human behavior, personal and professional development for over almost 30 years. In that time, he has been involved in the development of numerous businesses in various industries (retail sales, entertainment, software development, marketing, real estate, event management, consulting and coaching).
As a business owner and consultant, he has discovered that for a business to succeed, whether it is a small startup or a multi-national corporation, they all follow a repetitive cycle which he labels “The Anatomy Of Transformation”. This cycle is a 7 Phase framework that he has implemented in his consulting and coaching work which has created DRAMATIC results. One company using this system increased their sales by 93% in one year. Another company that Willard’s team is working with became one of the 10 fastest growing companies in NJ for 2014, and one of the 2,000 fastest growing companies in the United States.
He is a #1 Best Selling Author, an Internationally recognized speaker, business consultant and strategist, host of the video series Self-Awareness 101 where he shares the journey and lessons have taken him from a life of mental, emotional, spiritual, physical and financial ruin to being one of the top trainers in his field.
He is the founder of 4 successful companies including an entertainment company, a marketing company, as well as Willard Barth Enterprises and Co-Founder of The N.A.P. Coaching Academy.
Additionally, he is a successful singer/songwriter. His first album “Coming Home” enjoyed International success with the first single “Wind Dancer” reaching 24 on the pop charts overseas. He also performed over 100 times on Broadway with the legendary Les Paul.
He co-founded and was the President of “The 7th Power” which is a New Jersey based Non-Profit organization promoting empowerment and charitable support to the community. And currently sits on the boards of two other Non-Profits (LatinosNYC and The Fine to FAB Foundation).
Willard doesn’t just share “theories”. He shares proven skills, strategies and resources that he has applied in his own life and that he has shared with hundreds of thousands of individuals and hundreds of companies to help them get measurable results!
Learn More: www.willardbarth.com
Get a free copy of The Anatomy of Transformation: http://www.taotbook.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Lon hosted the first ever PBS Television Special “Social Media & You... Communicating In A Digital World” .
Lon has founded over 14 companies, including Paper Models, Inc., based on Lon’s “Three-Dimensional Internet Advertising” and “Virtual-Electronic-Retailing” (V-E-Tailing) for business, promotions, and education for which Lon holds three United States Patents.
Lon is a 2017 Pulitzer Prize Nominee and author of multiple innovative bestselling books; “The Social Media Bible,” published by John Wiley & Sons, now in its Third Edition and five languages and hitting #1 on Amazon is the most comprehensive book on social media marketing ever written and just broke the $2m retail sales mark.
Lon’s newest bestseller,“The Fusion Marketing Bible”, published by McGraw Hill is already in three languages and hit #3 on Amazon will change the way the world will be doing marketing in 2020.
Learn More: http:www.LonSafko.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Adam Robinson is the author of The Best Team Wins and co-founder and CEO of Hireology, where he’s on a mission to help business owners make better hiring decisions using predictive data and innovative technology. He is a noted recruiting industry expert, speaker, and author with over 20 years of experience in the field of hiring and selection management.
In The Best Team Wins, Adam shares real-world examples from his 20 years of hands-on experience hiring thousands of employees to explain how any business can transform its hiring process from a liability into a competitive advantage. This proven system can help readers improve their success rate in hiring decisions, allowing them to reap the rewards in growth and profitability.
Learn more: http://hireology.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Pia Silva is a partner and brand strategist at Worstofall Design where they build “Badass Brands without the BS” for 1-3 person service businesses in 1-3 day intensives. She is also a Forbes contributor and author of Badass Your Brand: The Impatient Entrepreneur’s Guide to Turning Expertise into Profit.
Learn More: www.badassyourbrand.com/Influential
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Breana Patel is Founder & CEO of Bonova Advisor, a minority woman owned Consulting firm Bonova Advisory providing strategy, business transformations, Enterprise risk management & compliance advisory for regulatory reforms to banks and State/local and federal agencies. Breana graduated a finance major and went on to become an Executive Fellow at MIT. Having lived in 4 countries and travelled to 35+ countries, she is adept at breaking any cultural barriers. She is passionate about women empowerment, mentoring startups and an active angel investor. Her personal favorite motto is " I will and I can".
Learn More: http://www.bonova.net
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Esther K. Choy is founder and president of Leadership Story Lab, where she coaches managers in storytelling techniques.
She teaches in the executive education programs at Northwestern University’s Kellogg School of Management, and the University of Zurich’s Department of Quantitative Business Administration.
Learn More: https://www.leadershipstorylab.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tom Schwab knows how to build an online business. Marketing at its heart is starting a conversation with someone who could be an ideal customer. Tom helps small business owners, entrepreneurs and soloprenuers get featured on leading podcasts their prospects are already listening to. Then he shows them how to turn listeners into customers.
• Author of PODCAST GUEST PROFITS: Grow your business with a targeted interview strategy
• Founder of Interview Valet, the concierge level booking service
Learn More: www.interviewvalet.com/influential
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As your Realtor, you can rest assured that I know Colorado. I've lived here as a transplant for over a decade but was exploring Colorado in my travels long before becoming a resident.
From attending camps in Estes as a child, to racing mountain bikes, I have been fortunate to experience many facets of the beautiful place my family now calls home.
I enjoy sharing my wealth of Colorado knowledge with my clients, whether it's a secret trail or the best local farmer's market.
Having resided in various locations across the metro area, I know the housing market and can provide you with expert advice on the right Denver neighborhood for you. My background is in Critical Care Nursing, where my attention to detail and critical thinking skills enable me to care for patients going through difficult times.
I am passionate about helping people, especially guiding them through difficult decisions to meet their objectives. As a Realtor, these same characteristics allow me to guide my clients through the buying or selling process, ensuring that we stay focused on the client's goals in the face of any challenges that might arise.
I am a proud father of two children and husband to one great wife. I found a career in real estate as my oldest child was approaching kindergarten.
With my wife working unconventional hours in the healthcare industry, our family needed a parent with flexible hours to facilitate our children's schooling.
Being a Realtor satisfies both my need to serve my family and my desire to help others.
I look forward to serving you and your family in your real estate needs.
http://my.trinityteamrealestateco.com/team/5/edward-jobes
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark A. Pfister is Chief Executive Officer of Integral Board Group and the Chairman of the Board. He is also the CEO of M. A. Pfister Strategy Group, an executive management firm that serves as a strategic advisory council for executives and boards in the private, public and nonprofit sectors. His success has been repeated across a wide range of business situations and environments. Mr. Pfister prides himself on being a coach and mentor to senior executives and is sought by teammates for this unique skillset.
Mr. Pfister is a certified expert project/program manager and frequently consults on global projects in their initiation phases as well as programs that require remedial focus to bring them back on track. He has deep knowledge and experience in entrepreneurship, turnaround management, data analytics and consults companies of all sizes in business strategy, structure, development, operations and raising capital.
Mr. Pfister is considered to be the inventor of the ‘Board as a Service’ (BaaS) engagement model, an industry he is credited with inventing, and frequently lectures on this topic. He also conducts speaking engagements, lectures, courses and seminars nationally focused on effective leadership, board strategy, professional project/program management and entrepreneurship.
He is a certified Advanced Professional Director through The American College of Corporate Directors (ACCD), an active member of the National Association of Corporate Directors (NACD), a certified Project Management Professional (PMP) through the Project Management Institute (PMI) and holds a Certified Cyber Intelligence Professional (CCIP) Board Certification through the McAfee Institute.
Learn More: www.integralbg.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dr. Glenn Livingston is a psychologist whose previous companies have sold more than $30,000,000+ in consulting to Fortune 500 firms such as Novartis, American Express, AT&T, Whirlpool, Panasonic, Lipton, Kraft, Bausch and Lomb, and Nabisco.
You may have also seen his company's work and/or theories in The NY Times, The Los Angeles Times, The Chicago Sun Times, The New York Daily News, Crain's NY Business, Bloomberg Radio, ABC or CBS radio, UPN or WGN TV, and numerous other high profile periodicals and shows. For the past ten years, Dr. Livingston has focused on helping small businesses and entrepreneurs with sustainable growth and marketing strategies.
Learn More: www.merchantaccountwizard.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Steven Rosen, MBA is the founder of STAR Results. STAR Results is a sales leadership consulting, training and coaching organization dedicated to leadership development.
Steven works with sales executives to; hire top performing sales reps, develop a team of top sales managers and achieve greater personal and professional success.
His mission is to inspire sales leaders, managers and sales people to achieve their full potential. When you hire Steven, you get Steven.
He personally works with a select group of clients and their management teams. He thrives on working directly with his clients and helping them to achieve greater personal and professional success.
Steven knows sales -- inside and out. He’s been in the trenches and commanded the troops. Steven builds high performance teams, mentoring senior sales executives and front line sales managers
to grow their businesses to new heights.
Steven has over 25 years of executive experience. His fresh approach to corporate leadership, strategy development, execution and building high performance teams in the pharmaceutical and packaged goods sectors defined his success. His expertise in aligning sales and marketing initiatives to achieve key business results and exceed customer expectations has delivered STAR Results from his days as a sales rep to his time as a VP of sales for two multi-national pharmaceutical corporations.
Steven knows the types of challenges and obstacles you’re up against. He’s been there. He broke through.
You can too. He is a high energy and colourful speaker who will inspire your organization to realize STAR Results. Steven holds an undergraduate business degree and a Masters in Business Administration from Concordia University.
Visit Steven's website: https://www.starresults.com/strategy-execution/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark Babbitt is CEO and Founder of YouTern, a social resource for young professionals that Mashable calls a "Top 5 Online Community for Starting Your Career." Babbitt is also President of the leadership community Switch and Shift and will serve transitioning military veterans as co-founder of ForwardHeroes.org, scheduled to launch in early 2018.
A prolific blogger; Mark’s work can be seen on Entrepreneur, Forbes, HBR and many other outlets. An in-demand speaker, he was named one of Inc. Magazines Top 100 Leadership Speakers. Babbitt is co-author of the best-seller A World Gone Social: How Companies Must Adapt to Survive.
Tens of thousands of followers benefit from Babbitt’s daily doses of personal and organizational branding how-to's, career advice and insight into Social Age leadership on Twitter at @MarkSBabbitt
Learn More: http://youtern.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Stacey Hanke is author of the book; Influence Redefined…Be the Leader You Were Meant to Be, Monday to Monday®.
Stacey is founder of Stacey Hanke Inc. She has trained and presented to thousands to rid business leaders of bad body language habits and to choose words wisely in the financial industry to the healthcare industry to government and everyone in between.
Her client list is vast from Coca-Cola, FedEx, Kohl’s, United States Army, Navy and Air Force, Publicis Media, Nationwide, US Cellular, Pfizer, GE, General Mills and Abbvie. Her team works with Directors up to the C-Suite. In addition to her client list, she has been the Emcee for Tedx.
She has inspired thousands as a featured guest on media outlets including; The New York Times, Forbes, SmartMoney magazine, Business Week, Lifetime Network, Chicago WGN and WLS-AM. She is a Certified Speaking Professional—a valuable accreditation earned by less than 10% of speakers worldwide.
Learn More: www.staceyhankeinc.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Beth Buelow, PCC, serves as a guide to introvert entrepreneurs who want to amplify their strengths and build sustainable, energetically aligned businesses. She is a professional coach, author, podcaster, and speaker, is based in the Pacific Northwest and serves introverts worldwide. She’s contributed to articles in The Wall Street Journal, Success Magazine, Inc, Entrepreneur, The Telegraph, and Psychology Today, among others.
Beth is the author of “The Introvert Entrepreneur: Amplify Your Strengths and Create Success on Your Own Terms” (Penguin Random House, Nov 2015), which was named one of the 100 Best Business Books of 2015 by Inc.com.
Learn More: http://www.TheIntrovertEntrepreneur.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a thought-leader in Executive Leadership, Chris Yonker embraces a uniquely collaborative and experiential approach to professional and personal development.
His strategy encompasses the principles of leadership, personal mastery, martial arts (Chris holds a 7th degree black belt in Sanchin-Ryu Karate) and neuro-linguistic programming.
His expertise lies at the intersection of business performance, sales and revenue creation, leadership development, succession planning, mindset, and vision achievement. He works with senior executives, entrepreneurs, family business owners, and celebrities.
Learn More: http://www.chrisyonker.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
AJ Wilcox is a founder of B2Linked, a LinkedIn Ads performance agency, which manages the most sophisticated accounts worldwide.
They're certified LinkedIn partners and absolutely love B2B marketing.
Learn More: http://www.B2Linked.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Miller Ingenuity is an innovative company revolutionizing traditional safety solutions for railway workers.
He is the author of the new book, American Manufacturing 2.0: What Went Wrong and How to Make It Right.
Blue is a nationally recognized expert in transforming businesses into global powerhouses by showing how to double and even quadruple growth.
Steve regularly provides insight for leading media and industry outlets, including BusinessWeek, Forbes, The Huffington Post, Entrepreneur, AMA, Europe Business Review, and The Wall Street Journal.
He is also founder and a monthly contributor to American City Business Journal’s popular “The League of Extraordinary CEOs,” where he interviews fellow CEOs responsible for generating rates of growth
from 200 to 2,000% in less than three years.
Through his keynote addresses to audiences, ranging from CEO Clubs International to Harvard University, Blue provides insights for the business community on how to out-do, out-innovate, and out-perform the competition.
His insights have led many media outlets to refer to him as one of America’s Leading Mid-Market CEOs.
For more information, please visit www.SteveBlueCEO.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In the past decade Pat Rigsby has built over a dozen businesses as a CEO and Co-Owner, with five becoming million dollar or multi-million dollar ventures.
Two of those businesses, Athletic Revolution and Fitness Revolution, have been multiple time winners on the Entrepreneur Franchise 500 with each being the #1 franchise for it’s respective market.
Another business, Fitness Consulting Group, was a multiple time honoree on the Inc. 5000, placing as high as #580 on the list of fastest growing businesses in the U.S.
He’s also been a Best-Selling Author 6 times over, presented in front of thousands of entrepreneurs and been featured in Entrepreneur, Men’s Health, USA Today and on hundreds of other media
outlets.
Pat’s coaching & consulting clients have been featured in places like Men’s Health, USA Today, Men’s Fitness, Shape, Women’s Heath, Huffington Post and on ABC, CBS, NBC and pretty much any other media outlet you can think of. In addition to that, they’ve built some of the most successful businesses and brands in ever corner of the industry, from local business and supplement companies to online businesses, certification organizations and even became best selling authors. In fact, many (if not most) of the experts providing business coaching in the fitness industry have been his clients, customers or franchisees.
Learn More: http://patrigsby.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Rick is the Founder and CEO of Cesari Media one of the top brand building, response generating agencies in North America. Pioneer in the direct response industry since the early 90’s he has used brand response techniques to build many iconic brands. Products like The Juiceman, Sonicare, The George Foreman Grill,and OxiClean. Rick has helped companies like GoPro grow from startup to over $1 Billion in sales. He is the author of two books, “Buy Now” and coming soon,“Building Billion Dollar Brands – Spectacular Successes and Cautionary Tales: The lure of Transactional Branding from both sides of the fence.”
His newest company Cesari Ignite focuses on working with Business owners and CEO’s on creating strategies, structure and accelerated growth for their businesses
Download the “5 Keys to Building a Brand”
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Alan was born and raised in Alabama where he received a four-year academic scholarship from the United States Air Force to attend the University of Alabama. Subsequently, Alan was reassigned to Colorado while serving as an Officer in the Air Force, and completed his Master’s Degree from the University of Southern California.
Alan had his own radio show for 14 years and owns a company with over 350 clients who he helps by advancing their Google Organic Search and Social Media. He has the remarkable distinction of 100% client retention. s the ultimate student and educator and an exceptional sales person. He has developed many sales systems and is uniquely skilled in this area. Alan is an Eagle Scout. He has one daughter Libbie. Alan’s wife name is Mellani who is the Dean of Colorado Christian University Adult and Graduate Studies.
Learn More: http://www.organicsearchpromotion.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Nancy Bleeke has spent years in the trenches as a Sales Professional, Sales Manager, and Sales Coach. Sales is definitely a part of Nancy’s genetic make-up. Her first foray into entrepreneurship was at age nine when she and her brother bought old textbooks for five cents from their grade school and then proceeded to open a “summer school” in their basement for the neighborhood kids.
Today, she is the winner of the Top Sales World Magazine’s 2013 Gold Medal Book Award for Conversations That Sell, declared a “must-read” for sales teams around the world.
She is driven by a battle cry that an entrepreneur’s key to on-going growth is making each conversation count – with customers, prospects, and team members. When the right people have the right conversations, companies thrive.
Nancy’s practical focus since 1998 has been equipping companies to grow Sales, Customer Loyalty, and Employee Engagement through customized Training, Consulting, Assessments, and effective Processes.
Learn more: www.salesproinsider.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Curation Suite is a content curation platform that gives you the power to curate and publish in any niche or market. Scott is an entrepreneur with over 10+ years in digital marketing and a background in the U.S. Army, music industry, real estate, technical consulting, and business
development. Scott is also a coder and still enjoys the zen like flow of developing when he has time.
Learn More: www,curationsuite.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
A survivor of a childhood riddled with domestic violence and alcoholism in the rural foothills of southern Virginia, James R. Nowlin is now the millennial CEO and founder of executive consulting firm, Excel Global Partners (EGP) and the Fund Managing Principal of the EGP Family of Companies. By mastering his habits, routines, and consciousness, James trained his mindset to shift from the poverty consciousness that he learned as a child to an abundance consciousness as an adult–and by doing so, became a multimillionaire. Today, James is not only a survivor, he is a thriver.
Under James’ leadership, his firm has led successful engagements in 15 countries and in more than 20 states. His book, The Purposeful Millionaire, is a best-selling guidebook of 52 rules that teaches people about mastering the millionaire mindset and getting the most out of life–doing more, living more, and achieving more!
Learn more: www.JamesNowlin.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
For 20 years he served as President of international non-profit WorldVenture, working in over 65 countries. Hans speaks, writes and teaches practical leadership based on real world experience. He has written ten books, including his international bestseller The Top Ten Mistakes Leaders Make (David C Cook).
Hans’ new book just released is Top Ten Ways To Be A Great Leader (David C Cook). Having trained leaders on five continents in his career, his books have been translated into over twenty foreign languages. Today he serves as President of HDLeaders and teaches and speaks globally on all things leadership.
Learn More: www.hansfinzel.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tamara been in the world of sales for more than 20 years, building up a reputation as an innovator and sales enablement evangelist, specializing in strategic sales enablement and sales force transformation.
She’s also an influential blogger and speaker, and a regular contributor to Top Sales Magazine.
Learn More: https://www.csoinsights.com/blog/
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In this interview Dom discusses his new book Think React Lead: When Success and Accomplishments Aren’t Enough
Like you, Executive Coach and Speaker Dom Faussette has seen success defined numerous ways over the years. Is it charisma and positive thinking? Pinstripes and red power ties? Is it all about the situation?
Is it meant only for the chosen few who rise to the top? Or, is there a different story?
With over a decade of corporate leadership, Executive coaching, and most importantly, real-world, in-the-trenches business experience, his view is radically different.
We cannot do anything we put our mind to, without first unlearning what the mind has retained. Dom Faussette extracts the unidentified natural leadership ability you currently possess to build upon your platform.
Dom appreciates, and shares with readers, that success is a moment-to-moment choice and not about title, capital gain or possessions. Success is a feeling of opportunity that requires engaged thought, performance-driven action and influential leadership.
To purchase his book please visit Amazon and search Think React Lead: When Success and Accomplishments Aren’t Enough
How to connect with Dom Faussette
Company: Think React Lead Inc.
LinkedIn: https://www.linkedin.com/in/domfaussette
Website: www.DomFaussette.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Kathy Knowles is a speaker, trainer, and consultant who speaks on The Seven Step System for Creating more Purpose, Profit, and Possibilities rather than running a business that’s stealing your soul.
She works with entrepreneurs and small business owners to reduce turnover and have more loyal and dedicated employees and customers. Ultimately, her clients make the leap out of the day to day and onto playing a much bigger playing field so they can do the work that’s in their heart and leave their legacy.
Learn More: http://www.kathyknowles.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Triton is the premier Alternative Lender and Franchise Consulting Source for Entrepreneurs who need to obtain funding and are interested in the Franchise Business model as a means to building wealth and financial freedom.
La Mancha Sims is the Managing Director of Triton Business Group, Inc., a veteran owned and operated business located in Atlanta, Georgia. Triton was founded eight years ago with the goal of helping its clients build wealth in the Franchise space.
With Triton Business Group, Inc., La Mancha has worked with companies in many different industries all over the United States to enhance their business operations, raise required capital, and provide guidance for growth and turnaround assistance to increase profitability.
Learn More: www.tritonfranchise.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Focused on growing your services business with simple strategies for sustainable success, Brittany spent the last decade working behind-the-scenes in businesses, from 7-figure online ones to Fortune 500 companies and truly knows what it takes to be successful in the services space.
She grew her business from $0 to over $200K in less than two years, all from services and now she works with other services business owners to help them do the same.
Learn More: www.scoopindustries.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
One-Click Lindsey is a web strategy expert working with small business owners to help them utilize the web to produce more website traffic and leads. Lindsey is the founder and CEO of TrafficAndLeads.com that specializes in driving traffic, getting leads and the art of nurturing leads to become lifelong clients. One-Click Lindsey is an expert in landing pages, email sequences, search engine ranking, newsletters, analytics, social media, pay-per-click ads, websites, blogging… the list goes on. She knows how to utilize the myriad of online marketing options to generate more traffic and leads which produces more paying clients.
Learn more: http://www.oneclicklindsey.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Eliot is the founder of Wagonheim Law, an entrepreneurial law firm based in Maryland. He has been selected as a Maryland Super Lawyer as well has having been named one of SmartCEO Magazine’s Legal Elite as a “go-to” business lawyer as well as being a 2016 Center of Influence award winner.
He is a contributor to the Huffington Post and his blog has been published both regionally and nationally. He is also the author of the Fire, Aim…Ready ebook series designed to teach businesspeople and entrepreneurs how to succeed, minimize risk, crush the competition, and sleep better at night.
Learn More: http://www.farsightedbusiness.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Terry has dedicated her life to helping clients navigate successful careers that drive fulfilling lives. She’s a leadership consultant and executive coach with over 20 years of consulting experience and creates results for companies and individuals, from boardrooms to plant floors. As a coach she helps leaders make meaningful impact on their organizations. A sought after speaker, Terra delivers presentations that do more than entertain – they give attendees the tools to change behavior.
Learn More: http://www.interractions.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Hilary’s mission is to motivate women to be financially empowered. She has worked for more than 15 years with women who want to preserve their wealth, make it grow, and eliminate financial stress once and for all.
Hilary is also the host of Profit Boss Radio, a weekly podcast where Hilary and her guests offer actionable advice, inspiration and authentic stories to support women in their financial journey.
Hilary has an MBA, and she’s a Certified Financial Planner. She’s a TEDx speaker, and she’s been featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes and Investopedia. She was recognized as a Top 40 Under 40 Entrepreneur in Silicon Valley. With more than 30 television appearances, she’s the go-to personal finance expert in Silicon Valley for the NBC evening news where they call her "The Investor's Voice of Reason."
Lear more: www.hilaryhendershott.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Former television news anchor and reporter in Toronto, Canada.
After moving to the states with her husband (and with 4 children at home) I decided to start my own business, teaching entrepreneurs how to do a lot of the legal legwork themselves.
I also help coaches (women) build online businesses from scratch.
Learn More: www.lineleoff.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mr. Ballinger’s career in real estate has transcended the scope of the vast majority of real estate professionals with nearly 4 decades (42 years) working in the community. Mr. Ballinger enjoys a substantial reputation as source of knowledge and prowess in North Metro. He is known most for his experience in commercial real estate, development projects and leasing for businesses including retail, office and industrial spaces. Mr. Ballinger also has extensive experience with residential and commercial HOA’s.
Learn More: www.trinityteamre.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Nicole Roberts Jones is known for her ability to draw out what’s best in YOU. As the creator of the Find Your Fierce Formula, Nicole works in two arenas.
With entrepreneurs to build programming that generates multiple revenue streams and a greater bandwidth to serve their clients. To help them Take Their Brilliance to the Bank.
Secondly, she works with corporations to develop high-performing employees who excel at work because they learn to operate in their genius.
To help them create greater momentum linking Purpose with Performance.
A sought-after speaker, coach and author she is also the Founder & CEO of the FIERCE Factor Lab. In it, Nicole created a company that mirrors all that she stands for as a content strategist, talent development consultant and coach. Truth, momentum and power is charged into each business she touches, with a long-term focus and an emphasis on expanding income and impact.
Her work with companies such as General Motors, McDonalds, Motivating The Masses and the Steve Harvey World Group as well as with clients across the globe in places like Switzerland, Aruba and the British Virgin Islands reflects the incredible need to infuse your purpose, what she calls your FIERCE, into your work.
Nicole has over 20 years’ experience working with entrepreneurs, corporate executives, heads of states, celebrities & nonprofit directors in talent and program development.
She has also been an adjunct professor at USC and Boston University where she taught courses on program development.
Learn more: www.nicolerobertsjones.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ex CTO of Huffington Post. Advisor to Lerer Hippeau Ventures. Digital Advisory Board , American Express
Learn more: www.RebelMouse.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Perry Marshall is one of the world’s most expensive and sought-after business consultants. Clients seek his ability to integrate engineering, sales, art and psychology.
He launched two movements in modern marketing. His Google AdWords books laid the foundations for the $100 billion Pay Per Click industry, and techniques he pioneered are standard best practices.
He wrote the world’s best selling book on web advertising, Ultimate Guide to Google AdWords.
More recently, he’s turned “80/20” into a verb. 80/20 is not just a fact about your business, it’s action you take on your business. 80/20 is the central lever for every great strategy.
His book 80/20 Sales & Marketing is mandatory in many growing companies. His books are course material in several business schools.
He is referenced in dozens of influential business books by authors like Richard Koch, Jay Conrad Levinson, Mark Joyner, and Mari Smith. He’s shared the stage with Barbara Corcoran, Brian Tracy and Les Brown,
having consulted in over 300 industries. He’s served as an expert witness for marketing and Google AdWords litigation.
Learn More:
www.perrymarshall.com
www.isfbforme.com
www.isawforme.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tim spent most of his early career on the cutting edge of innovation and change. He was an early stage member of Mark Cuban’s Broadcast.com, which had the largest opening day IPO in history.
After Yahoo acquired the company, Tim was tapped to lead their ValueLab, and by 2001, he rose to Chief Solutions Officer. In 2005, he founded Deeper Media, which provides consulting services for leading brands.
Today, he is one of the top-rated speakers on the lecture circuit. Tim is the author of four books, including the New York Times bestseller Love Is the Killer App: How To Win Business & Influence Friends.
It’s been translated into over a dozen languages and has been featured in Fast Company, USA Today, the New York Times, The Boston Globe, Christian Science Monitor and on CNN.
He’s a master storyteller who offers listeners actionable takeaways that produce results right away. That’s why he’s one of the top speakers on the lecture circuit.
Learn More: www.timsanders.com/ie
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Joe Carlen is the co-founder of Value Guards, LLC and a practitioner of business valuation, patent valuation, and market assessment.
He has consulted for hundreds of entrepreneurs and companies over the past fifteen years including Westinghouse and Unicom Technology.
He has a Masters of Information Systems Management from Carnegie Mellon, is a Certified Valuation Analyst, and has an MBA from the University of Pittsburgh.
In 2008, he was asked to co-author From Lifeguard to Sun King, the bestselling biography of Banana Boat founder Robert Bell.
Subsequently, he wrote The Einstein of Money, a comprehensive biography of Warren Buffett's mentor Benjamin Graham – for which he had the privilege of interviewing Mr. Buffett.
His newest book, A Brief History of Entrepreneurship: The Pioneers, Profiteers, and Racketeers Who Shaped Our World was published by Columbia University Press in late 2016.
Learn more: https://value-guards.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jessica Nazarali knew from an early age that personal development would be part of her life’s work. But it wasn’t until she started a passion project – a blog and health food website in 2011 - that Jessica’s dream came to fruition.
Today Jessica merges business with her desire to help people through the courses she releases through It Girl Academy and her podcast It Girl Radio. She is passionate about helping women to use the evergreen model for enrolling consistent clients without having to do big stressful launches.
Learn more: www.jessicanazarali.com/businessmastery or www.jessicanazarali.com/coachingmastery
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Hera Hub members have access to a professional space to meet with clients and to connect and collaborate with like-minded business owners, thus giving them the support they need to be prosperous.
The business supports hundreds of freelancers, entrepreneurs, and nonprofits in over 16 industry segments. Felena and Hera Hub have been featured in Inc. Magazine, BBC News, Forbes, and The New York Times.
After building three successful locations, she is now expanding across the United States via a licensing model. Her goal is to support over 20,000 women in the launch and growth of their business by 2020.
Learn More: www.herahub.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Robert “Bobby” Klinck is an intellectual property attorney, who helps entrepreneurs, startups, and innovators harness the power of their intellectual property rights and reduce exposure to lawsuits or brand challenges in the marketplace.
Bobby prides himself on making the complex issues related to intellectual property understandable for non-lawyers. He has published two books about intellectual property law: The Entrepreneur’s IP Planning Playbook and Patent Litigation Primer.
He is currently working on a more ambitious project – a book to provide entrepreneurs with an overview of how to craft an intellectual property strategy from start to finish.
Bobby has his law degree cum laude from Harvard Law School.
Learn More: www.klinckllc.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Amy Kirsch has over 10 year of financial services experience. Amy worked in wealth management for Merrill Lynch, Dearborn Partners, and JP Morgan’s Private Bank before working as Head of Investor Relations for PeerRealty. Prior to working for RealtyShares, Robert, worked in Equity Research for Cowen and Company as well as Bank of America Merrill Lynch where he helped manage assets for high net worth investors.
Learn more: www.RealtyShares.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Adrienne Richardson is a lead generation expert who manages more than $4 million in advertising dollars per year. She specializes in helping industry experts, universities and entrepreneurs get more leads and clients through high-converting Facebook ads.
The clients Adrienne has worked with over the last 3 years have benefited from more than $30 million in new revenue. As a result, she has become a go-to online marketing strategist for businesses that want to add more commas and zeros to their profits.
Adrienne has been featured on dozens of podcasts and trains at multiple events each year, including Massachusetts Institute for Technology (MIT). Some of her clients include Russ Ruffino, Kendall SummerHawk, Jenn Scalia, Selena Soo and Emily Williams to name a few.
Adrienne currently resides in southern New Jersey with her husband and two children. Most of her evenings are spent at the freezing cold ice rink watching her son play hockey.
Learn more: www.adriennerichardson.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Since 2008, Stanton has been a marketing consultant, trusted inside of hundreds of businesses in dozens of industries. Through his time as a trusted advisor, he's seen what works and what doesn't -- and why. As the CMO of Tech Guys Who Get Marketing, Stanton has created a process by which his clients are able to see exciting, profitable and predictable growth... even during historically poor economic times. This process, known as Functional Marketing™, allows businesses to abandon the tactic-based approaches they're encumbered by and find real success in their marketing.
Learn More: www.techguyswhogetmarketing.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John Hall is the co-founder and CEO of Influence & Co., which helps companies create and distribute engaging content to educate a specific audience.
He was one of the winners of the EY Entrepreneur Of The Year award in 2016 for “Best Emerging Company,” and was listed as one of BizJournals Top 100 Visionaries. Hall has grown Influence & Co. into the largest provider of expert content to online publications. His company, No. 239 on the Inc. 500 in 2016, has also ranked No. 72 on Forbes’ “Most Promising Companies in America” list and was recognized at the United Nation’s for being Empact’s “Best Marketing and Advertising Company of 2014.”
He has been called “one of the most powerful people in media who you’ve never met” in Inc. and a “must-see keynote speaker” in Forbes. Hall is consistently mentioned in major publications as a top influencer, leader, and speaker. He has weekly columns for Forbes and Inc., and he’s contributed to more than 50 online publications, including Harvard Business Review, Entrepreneur, Fast Company, and Mashable.
When Hall isn’t working, he loves spending any extra time with his beautiful wife, Lindsay, and two adorable daughters.
Learn more: www.influenceandco.com/john-hall
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
S. Chris Edmonds is a speaker, author, and executive consultant who is the founder of The Purposeful Culture Group. He's one of Inc. Magazine’s 100 Great Leadership Speakers and was a featured presenter at SXSW 2015.
Chris is the author of the Amazon best seller The Culture Engine and five other books. Chris' blog, podcasts, and videos are at Driving Results Through Culture. He tweets on organizational culture, servant leadership, and workplace inspiration at @scedmonds.
Chris’ short, rich Culture Leadership Charge video episodes can be found on Vimeo and YouTube.
Learn more: www.drivingresultsthroughculture.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tony Grebmeier is a builder. While most well-known for building a multi-million dollar business with his childhood friends, it is Tony’s mission in life is to build a community where struggling entrepreneurs know they can achieve anything they want despite their past.
In 1996, Tony launched his first online business in Silicon Valley, a Web traffic and marketing company, which eventually turned into his first supplement company. In 2001, he went on to build his second supplement company, ShipOffers, with two of his childhood best friends, Doug Roberts and Gil Gerstein. Fifteen years later, ShipOffers is an eight-figure business that has been an INC 5000 Company for the past three years in a row.
The journey to self-fulfillment wasn’t easy for Tony. He almost lost it all in 2008 after years of struggling with drug and alcohol addiction. Facing the near destruction of his marriage and the sad realization that he was negatively affecting his children’s lives, Tony made the decision that year to get sober, and he has stayed sober ever since. As he got clean, he also became clear about his vision to help others find their passion and achieve more. With this in mind, Tony launched his podcast, Entrepreneur Unplugged, in 2015, bringing together his loves for business, radio and life. Each week, Tony welcomes a new guest to not only share to-the-point, actionable tips for business success, but also to share their journey in an authentic and transparent way.
Learn more:
www.tonygrebmeier.com or www.shipoffers.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tom is a father, husband, entrepreneur, and the visionary behind iTREKKERS. Tom founded the company in 2014 after realizing that bringing together vetted professional captains and guides on one platform would help guarantee everyone a better experience in the outdoors. iTREKKERS is a combination of Tom’s desires to share his love of nature and to simplify the process of booking guided outdoor activities. His mission is threefold: to get people to experience the outdoors through iTREKKERS; to help people get outdoors, period, by providing useful tips and referrals; and to educate people about the outdoors and ways to be mindful.
Tom, who earned a Bachelor in Commerce from Canada’s McGill University and an MBA in marketing at Virginia Commonwealth University, was raised between his hometown of Roubaix, France, and a small town near Atlanta. His love of nature is derived from early memories of camping in the Georgia mountains with his father. For Tom, the only passion greater than a love of the outdoors is his love of family. Tom and his wife often spend time outdoors camping, at the beach, or on their boat with their three young children.
Learn more: www.itrekkers.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Glazer is the founder and Managing Director of Acceleration Partners, and the founder and Chairman of BrandCycle. He is a serial entrepreneur with an exceptional track record and passion for growing revenue and profits for B2C-based companies.
Bob is a regular contributor to numerous outlets, writing about performance marketing, strategy, and culture. He is the recipient of the Boston Business Journal “40 under 40” award, the SmartCEO Boston Future 50 award, and a finalist for the E&Y Entrepreneur of the Year in New England, among other accolades.
Bob strongly believes in giving back. He serves on the Board of Directors for BUILD Boston, is a global leader in Entrepreneur's Organization (EO) and founded The Fifth Night charitable event (www.fifthnight.org).
He’s previously served on the boards of the Performance Marketing Association and Big Brothers Big Sisters of Mass Bay and participated in the annual Rodman Ride for Kids for a dozen years, raising almost $100,000 for charity.
You can read Bob’s inspirational Friday Forward posts each week at www.fridayfwd.com, and learn more about him and Acceleration Partners at
www.accelerationpartners.com/our-people/robert-glazer
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
He’s the speaker to call when your office, team, or organization is feeling stuck, under-challenged or overwhelmed.
Joel’s most popular keynotes and workshop sessions are:
The Power of Never Giving Up;
Never Miss a Sale: The unconventional strategy for unbelievable results;
Find your Voice: The 3 part path to empowerment, meaning, and impact.
His podcast, ReLaunch:
Named by Podcasters’ Paradise - “Most Inspirational” two years in a row, 2014 & 2015;
Mentioned in Huffington Post as being 1 of the top 5 shows to tune into for inspiration;
Mentioned in Inc as one of the top 20 business podcasts of 2015.
He’s a podcast and business columnist and contributor for Networking Times, Huffington Post, and Success.com
Learn more: www.ReLaunchshow.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jared helps individuals and organizations build cultures that drive engagement, productivity and profitability. Upon forming an educational company in 2008, he's logged nearly 10,000 hours of teaching and coaching.
He's spoken to over 10,000 people across the country since 2009, including work with Fortune 500 organizations and helping a legal team toward a U.S. Supreme Court victory in 2014. He's written for major online publications and academic journals including Forbes, Training Magazine, Relevant Magazine, The Business Journals and more on a variety of leadership topics.
He was recently recognized by Forbes Magazine as a member of the Forbes Coaches Council. He's currently completing his first book on corporate culture, Culture is the New Money, due 2017.
Learn more: www.lafittecoaching.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Duron was born and raised in the Pacific Northwest and has spent the last 10 years working towards developing the next generation of leaders.
He wishes to bridge the gap between the education sector and business sector in order to create better outcomes for the community.
Duron currently serves as the CEO and Owner of YES Consulting. He specializes as a management consultant for businesses who have products, programs, or services for individuals under the age of 24. He also specializes as a career development coach for youth between the age of 12 and 24.
Learn more: www.yesconsulting.org
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Tiede grew up in South Dakota and graduated from the University of South Dakota in 1971. He has now been on the staff of Cru for 46 years serving with Cru Campus, Josh McDowell Ministry, Global Operations Leadership Development and U.S. Leadership Development. Developing the next generation of leaders for Cru is Bob’s focus. Bob says, “In 15-20 years almost all of our current Cru leaders will no longer be leading. In their places will be the leaders we are now developing. If we fail now - Cru does not fail today or tomorrow - but may fail 15-20 years from now! History is filled with the stories of companies and organizations which were once vital but no longer exist. A closer study reveals that in many cases there was no intentional effort to develop their next generation of leaders.”
Bob’s role on Cru’s Leadership Development team is to recruit outstanding leaders from business, education, government & medicine, military and non-profits to coach Cru leaders every other week via SKYPE video. Bob started his blog LeadingWithQuestions.com, along with Twitter, LinkedIn, Facebook and Google+ profiles, as a way to better connect with his target audience: Cru’s emerging leaders who are 20 and 30-something. Today, his blog provides a continued source of new tools (new questions) for all of Cru’s Coaches and Leaders and is viewed by leaders in more than 170 countries. Bob and his wife, Sherry, are proud parents of 4 adult children and super proud grandparents of six incredible grandchildren - all of whom love to ask their Papa Bob questions!
Learn more: www.LeadingWithQuestions.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As a national speaker on the subject of leveraging customer loyalty in the digital age. Her book, The Customer Manifesto: How Business Has Failed Customers And What It Takes To Earn Loyalty, was ranked #3 by business.com on a list of customer service books every business owner should read. With nearly 30 years as an entrepreneur, she is an expert at creating buzz using offline and online strategies that helps brick & mortar businesses succeed in today’s economy.
Her clients include jetBlue, Threads Worldwide, State of Colorado Economic Development, Downtown Colorado, Inc., State of New Jersey Main Street Programs, Oklahoma Main Streets and North Carolina Main Street Program and Threads Worldwide. In addition she has influenced thousands of entrepreneurs to step into their authenticity to build loyalty.
Pamela is a graduate of University of San Francisco with a BS in Organizational Behavior. She lives in Denver with her two children and enjoys biking, hiking and skiing in the mountains of Colorado.
Learn more: www.createbuzznow.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Dave Brown and his partners run a division of the 161 year old Southwestern Company called “Southwestern Consulting”…Dave is a Founding Partner, Executive Level Coach and Keynote Speaker that has trained and spoken to hundreds of thousands of sales professionals in over a thousand companies. Southwestern Consulting is an international sales and sales leadership coaching and consulting firm with over 100+ coaches in 5 different countries that elevate the practice and profession of sales globally. Ultimately we help people achieve their goals in life.
Dave was a collegiate athlete at Trinity University in Chicago and was selected as an All-American two times. In college Dave sold books, study guides and software door-to-door for 7 years breaking all-time sales records while knocking on over 50,000 cold doors by the time he was 25. Since then he has made over 100,000 cold calls into companies worldwide and that number grows daily.
His articles are published in Speaker Magazine and Sold Magazine and have appeared countless times in nationally recognized blogs. He’s a guest lecturer at Vanderbilt University, author of the book Painless Prospecting™ and creator of the renowned video series 42 Days to Prospecting Power™. His ideas empower sales people everywhere with key principles to making prospecting fun and more effective.
Over the last decade Dave has lived in 15 different states building his company’s brand but now permanently resides in Nashville, TN with his amazing wife Emmie, incredibly handsome son Dawson, and brilliant “blonde” Labrador, Theo.
Learn more: www.southwesternconsulting.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Peggy Caruso is the Owner of Life Coaching and Beyond, LLC. She is a Certified Executive & Personal Development Coach, Advanced Relaxation Therapist, NLP (Neuro Linguistics Programming) Master Practitioner, author and 8-time entrepreneur with 24 years experience. Her ‘Revolutionize’ series has been approved as a registered trademark and she will release in May 2017 Revolutionize Your Corporate Live to add to her previous books, Revolutionize Your Life and Revolutionize Your Child’s Life. Throughout her professional career, she has helped not only countless professionals but numerous children rid themselves of depression, ADD, and ADHD medication.
Learn more: www.LifeCoachingandBeyond.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
William Lieberman is the Founder & CEO of The CEO’s Right Hand. He focuses on financial and strategic restructuring for early to mid-size companies seeking assistance in scaling their business. Given his various leadership roles over the last 20 years, serving employees, consultants, investors, vendors, and banker, he has a demonstrated ability to guide management teams and implement strategies that provide end-to-end solutions for transformation and growth.
Previously, he was the President & CFO for Interactive Donor where he was responsible for the fiscal management and overall operations of the organization. Prior to joining iDonor, William was the Co-Founder, Chairman, CEO and CFO of Xtiva Financial Systems, a $10 million (revenue) B2B enterprise software company. Earlier in his career, he managed investment and technology professionals at Capital Markets Research & CMR Technologies where he was responsible for the finance and operations of the investment, consulting and technology business units.
William received dual Masters degrees in Business Administration and Computer Science from UCLA. He received his B.S. in Computer Engineering from UC San Diego.
Learn more: www.theceosrighthand.co
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Hi my name is Jesse Miller and I'm a serial entrepreneur. I've spent my career taking jobs to learn. I've been the first hire in most of my positions. i took those jobs so that I could gain an intimate knowledge of how businesses operate. Specifically focused on what makes them successful and what doesn't work. I purchased my first business in 2010 and sod it towards the end of 2016.
There were some successes and heartaches from that business. I have become obsessed with what works and what doesn't. I am currently building a consulting & business investing company.
Learn more: www.integrityenterprises.us
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Matt Miller spent the first 9 years of his career as an Air Force pilot, before enter- ing the private sector to work in both the medical device and advertising industries.
While a top performer in the corporate world, his long term desire was to be his own boss. A good friend one day mentioned the gum ball machines he and his young daughters owned, and that conversation began a 10 year business quest that has brought Matt’s company, School Spirit Vending, to the cutting edge of both the vending and school fundraising industries.
Today, School Spirit Vending’s franchising program provides a proven and profitable business system for busy professionals and their families looking to develop secondary income streams with a limited time commitment.
• Noted expert in the vending and school fundraising industries
• Successfully transitioned from 20 years in the military and the corporate
world to run multiple successful businesses
• Married with 3 kids and lives in rural TX
• Host of School Zone Podcast
Learn more: www.ssvbusiness.com/IE
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
From being part of the elite group of TED speakers to completing three Tough Mudders (and counting), Tamara’s life is about breaking through the status quo for game-changing results. As the founder of a thriving business, GoToLaunchStreet.com - the online education and community platform to help people innovate and differentiate in an oversaturated world.
When companies like Disney, General Mills and RICOH want to up their innovation quotient, they call Tamara. She has run multi-million dollar businesses and launched a few of her own, learning from her successes and, most importantly, her failures. Tamara has been featured on the TODAY SHOW, EO FIRE Podcast, the New York Times, Denver Business Journal, NBC 9News and on radio stations across the country. As a kid in computer camp, Tamara won the “I’ll try anything once” award - a motto she still lives by.
Learn more: www.gotolaunchstreet.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tim Berry is founder and Chairman of Palo Alto Software, founder of bplans.com, and a co-founder of Borland International. He is author of books and software including conceptual co-author of LivePlan and author of Business Plan Pro, published by Palo Alto Software; and Lean Business Planning, his latest book, published in 2015 by Motivational Press. He has a Stanford MBA degree and degrees with honors from the University of Oregon and the University of Notre Dame. He taught “Starting a Business” at the University of Oregon for 11 years.
His website is at timberry.com and his main blog is Planning Startups Stories; he also posts on several other blogs including Amex OPEN Forum, and Industry Word at sba.gov.
He is an active investor member of the Willamette Angel Conference.
Learn more: www.leanplan.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Listed as one of Inc’s global Top 50 Leadership and Management Experts, Steve Farber is a Leadership Pioneer, Strategist, Keynote Speaker and Bestselling Author on Extreme Leadership. His expertise is in creating organizational cultures where leadership is not just an opportunity and obligation for those in authority, but for everyone at all levels.
Former Vice President of the Tom Peters Company, Steve is the President of Extreme Leadership, Inc, and the founder of The Extreme Leadership Institute, organizations devoted to the cultivation and development of Extreme Leaders around the world. His accessible, deeply inspirational, and eminently practical Radical LEAP framework is widely used across the business, non-profit and education spectrum. Farber has been credited with redefining leadership in deeply personal yet practical terms and re-energizing thousands of people to make a significant difference in their businesses, lives, and the world around them.
His third book, Greater Than Yourself, was a Wall Street Journal® and USA Today® bestseller. His second book, The Radical Edge, was hailed as “a playbook for harnessing the power of the human spirit.” And his first book, The Radical Leap, is already considered a classic in the leadership field. It received Fast Company magazine’s Readers’ Choice Award and was recently named one of the 100 Best Business Books of All Time.
Learn more:www.stevefarber.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark Sephton is an international mentor to entrepreneurs.
Mark’s debut book “ Inside Job “ debuted in 2014, his latest book " Plot Twist " launched on Feb 16th 2017.
Mark’s love for entrepreneurship has been expressed through radio with his show Talk Business on Radio Plus Coventry.
Mark is a regular contributor to entrepreneur.com and has spoken on numerous business stages worldwide.
Mark has taken the essence of what he has experienced and formed a business which helps draw out the magnificent potential each of us behold.
Learn more: www.marksephton.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I have been involved in real estate for 5 years full time as a project manager for the property management side of real estate while being mentored by Mr. Gordon Ballinger and Mr. Eric Fritzke on the residential and commercial sale of real estate. I have been an entrepreneur since 1997 owning and selling 3 multimillion dollar per year communication companies from 1997-2005. In 2005 I bought and operated a bar for 2 years and sold it 2007, in the interim I have dabbled in structurally damaged residential properties. I am a self driven individual who loves to see the project from beginning to end. Born in Muncie, IN and raised in Broomfield, CO 1979-present Hobbies I am an avid golfer and outdoors-man but I rarely find time anymore as I coach competitive Softball for my 15 and 16 year old daughters. We play over 100 games per year so in my spare time you can find me on the softball diamond.
Learn More: www.trinityteamrealestateco.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jason Treu is a top business and executive coach and sales leadership trainer.
Jason simplifies business problems and guides business leaders to previously unimagined accomplishments. He helps them find the shortest, simplest path to exponential success and to become visionary leaders. That's why his clients across the world call him the "CEO's Secret Weapon."
Jason also has "in the trenches experience" helping build a billion dollar company and working with many Fortune 100 companies. He's worked alongside well-known CEOs such as Steve Jobs, Mark Hurd (at HP), Mark Cuban, and many others.
Through his coaching, his clients have met industry titans such as Tim Cook, Bill Gates, Richard Branson, Peter Diamandis, Chris Anderson (Owner of the TED conference), high profile VCs and investment bankers, and many others. He's also helped his clients create more than $1 billion dollars in wealth over the past three years and secure seats on influential boards such as TED and xPrize.
Jason has published three books. His bestselling book, Social Wealth, the how-to-guide on building extraordinary business relationships that influence others, has sold more than 45,000 copies and has been #1 in four business categories.
He's been a featured guest on 500+ podcasts, radio and TV shows, and has been regular FOX News radio contributor.
Jason has his law degree and masters in communications from Syracuse University.
Learn more: www.jasontreu.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Terry Dean went from delivering pizzas for $8 an hour to creating a full-time income online in 1996. He has been called one of the grandfathers of Internet marketing and was one of the first online marketers to demonstrate the power of email, generating $96,250 from one email to his list in front of a live audience.
In the past 20 years, he has personally helped thousands of clients set-up profitable Internet Lifestyles in hundreds of different markets through both his private and group coaching programs. He helps small business entrepreneurs attract high quality clients, spot conversion cracks on their websites, and earn a big income even from small email lists.
Learn more: www.mymarketingcoach.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Carl Gould is an authority on business growth who advises organizations to grow to the next level. He is an entrepreneur who built three multi-million dollar businesses by age 40. His consulting firm, 7 Stage Advisors, has mentored the launch of over five thousand businesses. He has advised over 100 of the Inc. 500/5000 Fastest-Growing Companies, and currently works with the 9th fastest-growing company in NJ.
Gould created the farthest-reaching business mentoring organization in the world, and his methodologies are in practice in 35 countries. He has trained, certified or accredited over 7,000 Business Coaches and Mentors since 2002.
Carl has written multiple books on the subject of business strategy, leadership and sustainable growth. He co-authored “Blueprint for Success” with Stephen R. Covey and Ken Blanchard; and his best-selling book, “The 7 Stage of Small Business Success”, lays out the formula for HyperGrowth. In 2016, Biz Dev Done Right became a #1 Best Seller on Amazon. Each week he co-hosts “Quit and Get Rich” on iHeart® radio; and shares share his insights from working with top companies from around the world. You can learn more about Carl and his firm at www.7StageAdvisors.com.
Carl’s dynamic and energetic presentation style has made him one of the most sought after speakers internationally. He combines practical and impactful content with real-world experience…no theory here! He engages his audiences and keeps them on the edge of their seat. Gould’s content is original, profound and battle-tested…his stuff works!
Occupational Highlights/Previous Experience:
-Built 3 multi-million dollar businesses by age 40
-Created the world’s farthest-reaching business mentoring organization
-Founding Member- International Association of Coaches (IAC)
-Certified/Accredited in Coaching, Facilitation, Leadership, Human Needs Psychology, NLP (Neuro-Linguistics Programming) and NAC (Neuro-Associative Conditioning), Tele-Conference Leadership, Organizational Lifecycles, Behavioral/Values/Axiology Analysis through such organizations as:
Learn more: www.carlgould.com/about
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Founder of ABD Assets. Moran is former IDF (Israel defense forces) soldier. He has had extensive dealings with many entrepreneurial projects. Founded iTips, top 100 app in 100 stores around the world in the app store including US,CA and UK. He has carried out extensive consulting assignments with many companies. His existing company seek to acquire equity stakes in companies with growth prospects, with a view to assisting them with their continued development managerially and strategically.
Learn more: www.abdassets.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Kevin Davis is the president of TopLine Leadership, which provides sales training and sales management leadership training programs to companies from diverse sectors. Kevin is the author of "Slow Down, Sell Faster! : Understand Your Customer's Buying Process & Maximize Your Sales".
Learn more: www.toplineleadership.com or www.kevinfdavis.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Tony Hughes is an international speaker and best selling author with 30 years of sales leadership experience. He is ranked as the most influential person in professional selling within Asia-Pacific by Top Sales Magazine and teaches 'modernized selling' within the MBA program at the University of Technology, Sydney. Tony is also the ‘most read’ LinkedIn Author globally on the topic of sales leadership and in 2016 was recognized multiple times as a top 2 blogger globally. His upcoming book is titled COMBO Prospecting and his blog articles can be read within his LinkedIn profile where he has more than 120,000 followers.
He can also be found at www.RSVPselling.com and www.TonyHughes.com.au.
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Colleen Stanley is president and founder of SalesLeadership, Inc., a sales development firm. She is the creator of the Ei Selling System®, a powerful sales program that integrates emotional intelligence skills with consultative selling skills.
She is the author of two books, Emotional Intelligence For Sales Success, now published in six languages, and author of Growing Great Sales Teams. Salesforce recently named Colleen one of the top sales influencers of the 21st century. She has also been named one of the Top 50 Sales & Marketing Influencers, Top 10 Women in Sales Experts to Follow and Top 30 Global Gurus. Prior to starting SalesLeadership, she was vice president of sales for Varsity Spirit Corporation. During her 10 years at Varsity, sales grew from 8M - 90M and the company was named by Forbes magazine as one of the 200 fastest growing companies in the United States.
Learn More: www.salesleadershipdevelopment.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Derek leads a mobile software company focused on addressing personalized education for corporate learners as well as students of all kinds. He is an active entrepreneur in the fields of healthcare and technology (co-founding several companies), and shows strengths in leadership and connecting the dots between people and opportunities. Derek is an active learner, and seeks to build relationships with other big dreamers and implementers in business and in life.
Learn more: www.wescrimmage.com or www.21mill.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jamie Lieberman is a partner and founder of Hashtag Legal. Jamie has extensive experience drafting and reviewing contracts, forming entities, drafting site terms and negotiating on behalf of clients. Jamie also has commercial litigation experience, so she has a strong understanding of business and corporate law. Jamie has been a practicing lawyer for over 10 years and has worked for a large, international law firm in New York City on complex commercial matters and for a Federal District Judge on both civil and criminal federal cases.
Jamie currently teaches Appellate Advocacy at Seton Hall Law School as an adjunct professor. She is also the former Director of Operations and Chief Counsel at an influencer network and has extensive experience working with brands and bloggers at live events and through campaigns. Jamie graduated from Seton Hall Law School, magna cum laude, Order of the Coif and was the Managing Editor of the Seton Hall Law Review. She completed her undergraduate degree at Lehigh University, with a Bachelor’s Degree in Business and Economics. Jamie is admitted to practice in New York and New Jersey.
Learn more: www.hashtag-legal.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Deb Calvert, “DISCOVER Questions® Get You Connected” author, Top 50 Sales Influencer, UC-Berkeley instructor. Deb leads the Stop Selling & Start Leading® movement and offers sales training, coaching and leadership development programs. Deb is certified as an executive and sales coach and is a Certified Master of The Leadership Challenge®. Her bestseller has recently been named by HubSpot as one of the “20 Most Highly Rated Sales Books of All Time.”
Learn more: www.peoplefirstps.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Heather Ann Havenwood, is a serial entrepreneur and is regarded as a top authority on digital marketing, sales coaching, and online publishing business strategies. Heather Ann has been named Top 50 Must Follow Women Entrepreneur's for 2017 by Huffington Post. She is also called Chief Sexy Boss™ (from her Amazon BEST SELLER book Sexy Boss™ How Female Entrepreneurship is Changing the Rule Book and Beating the Big Boys and others call her an 'Icon Creator' or a 'Wizard Behind the Curtain'.
Learn More: www.HeatherHavenwood.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
CEO of Top Sales World, Executive Editor of Top Sales Magazine, Author, Customer Experience Evangelist, Sales Futurist
Learn more: www.topsalesworld.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I am an author, speaker, and business performance coach for executives and companies throughout the United States and Canada. I am widely recognized as a dynamic thought leader, powerful speaker, and successful performance coach in the areas of sales, management leadership, and strategic planning; and, I am a former sales executive and two-time national Salesperson-of-the-Year with almost three decades of executive management and people development experience. I have written two books: “1-on-1 Management: What Every Great Manager Knows That You Don’t” and “Quit Whining and Start SELLING! A Step-by-Step Guide to a Hall of Fame Career in Sales.” My new book (with my son, Robby) is entitled, "Counter Mentor Leadership: How to Unlock the Potential of the 4-Generation Workplace" (Hachette Book Group, January 2018).
Learn more: www.BizLockerRoom.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Stacey Brown Randall has one focus in life. To help business owners avoid business failure. She knows – she’s been there, done that and got the t-shirt. What Stacey learned when her first business failed – and through years of researching successful business owners - is now what is making all the difference with her current business’ success. And she is sharing all of her secrets. Her online programs and live coaching provide a blueprint for solopreneurs and small business owners to follow to take control of your referrals, your business and your days.
She is a three-time entrepreneur, certified productivity and time efficiency coach, has a background in sales and marketing, is an adjunct professor, and aspiring author. Stacey received her Master’s in Organizational Communication, is married with three kids (8-year-old son and 6-year-old daughter) and she and her husband welcomed the newest member to their family, as they have the privilege of raising their 8-year-old nephew.
Learn more: www.GrowthbyReferrals.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Chris is passionate about helping businesses learn what their users want on their website, through psychology based testing, and analytics. He started his Conversion Optimization agency Dayley Conversion in 2014, which he later merged with Disruptive Advertising, where he currently works as VP of Site Testing and Optimization.
Learn more: www.disruptiveadvertising.com/guide
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark is a Consultant for a Fortune 50 company and sees his role within the organization as that of an Intra-preneur. He also serves as part of a ministry that visits Christian colleges around the U.S. to talk with students about the intersection between leadership, faith and life. He's also presented a TED Talk on "The Argument for Trouble." Mark enjoys mentoring inside and outside his company, and is an avid reader.
Learn more: www.mark-modesti-ups.strikingly.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I started Fill the Funnel in September of 2007. I am a serial entrepreneur, and lifelong sales guy. I have built and led sales organizations in the tech sector for over 20 years, ranging from regional and national computer resellers to Fortune 100 giants including NYNEX, CompuCom and Dell. These experiences provided the background for starting two successful startups including Focus Computers, recognized as the fastest growing private company by the Puget Sound Business Journal over a three year period.
The result of this past success is Fill the Funnel - an innovative company that provides the advice and solutions that empower people to successfully grow their businesses through social media and web tools.
Learn more: www.fillthefunnel.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ryan Clark is founder and CEO of Clark College Funding Inc., Ryan has extensive experience in working with over a thousand families throughout the United States in helping them through the entire college planning process. He holds designations from the National Institute of Certified College Planners. He is a member of the National Association of College Advisers (NACA), National College Advocacy Group (NCAG), Higher Education Consultants Association (HECA), Southern Association for College Admission Counseling (SACAC), and the North Carolina School Counselor Association (NCSCA).
Dan Bisig is an author, College Admissions, and Funding Expert, and Founder of College and Beyond, LLC (2006) and co-founder of College and Beyond – Test Prep (2013). For years Dan has talked about writing a book to help every family navigate their way through the college process and co-authoring the College Entrance Game Plan: Your Comprehensive Guide To Collecting, Organizing and Funding College (2016) is a dream come true. Over the years, Dan has helped guide thousands of students and parents across the United States by connecting the dots of the entire college process
The College Entrance Game Plan is available on Amazon or the Author's websites
Learn More:
Ryan Clark
Clark College Funding Inc.
www.collegeaidformiddleclass.com
Dan Bisig
College and Beyond, LLC
www.collegeandbeyondllc.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Rey is an executive & leadership coach that specializes in working with fearless entrepreneurs and changemakers harnessing exponential technologies to improve the world. Rey Co-Chairs the International Coach Federation’s Western Region Advisory Council for North America where he leads the leaders of 3,200 coaches within 17 chapters.
Rey is a Founding Member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business and Career Coaches. Rey is a World Economic Forum Global Shaper and the Founding Curator of the Global Shapers Community Sacramento Hub, where teams up with Shapers and undertakes projects that improve the state of the world.
Over the years, Rey has committed himself fully to developing the skills necessary to create transformative change within individuals, teams and organizations. In the process, he’s spent thousands of hours learning, developing and honing these skills as well as researching related fields such as psychology, neuroscience, behavioral economics and human perception. Rey has successfully coached and developed some of the worlds most talented millennials from a wide variety of backgrounds and from places all over the globe. Rey is committed to living at the edge of his ability and being a model for playing big in the world.
Learn more: www.feedyourwolf.co
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Eric Fritzke set out to establish his reputation in real estate over 20 years ago.
Mr. Fritzke is exceptionally skilled in commercial and residential real estate, both as a listing agent or as the designated agent for a shrewd buyer.
His clients enjoy his considerable ability for finding resources to improve their options and to drive better results.
Mr. Fritzke has also spent years learning the ins and outs of property management from Gordon Ballinger, which is used to considerable effect on a vast range of properties both residential and commercial.
Learn more: http://www.TrinityTeamRealEstateCo.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Debby Millhouse is the Owner and Chief Executive Officer of CEO Inc. She has been honored as one of the Top 50 Most Influential Women by The Mecklenburg Times, inducted into the Business Leader Hall of Fame as one of the top entrepreneurs in the Charlotte area, and given the Women in Business Achievement Award winner by the Charlotte Business Journal. She is a Certified Staffing Professional (CSP) as designated by the American Staffing Association, Certified Personnel Consultant (CPC) and Certified Temporary Staffing Specialist (CTS) as designated by the National Association of Personnel Services.
Her vast experience includes executive management, sales/marketing, human resources, engineering, accounting technology and administrative/office support functions Ms. Millhouse’s reputation as a savvy and highly ethical business woman resulted in CEO Inc. being honored with the Charlotte Ethics in Business Award, Charlotte Best Places to Work Award, and recognized as one of the top 50 diversity-owned businesses in the state of North Carolina.
Learn More:
http://ceoinc.com
http://xcentri.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Andrew Kaiser is a public and private sector management reform and community of practice specialist with 18 years of experience supporting strategic management, organizational transformation, and peer-to-peer reform networks. Andrew founded the Kaizen Company in 2004 with the vision of leveraging new media and market forces to create unprecedented opportunities for people to improve their lives, organizations, and societies. Andrew currently serves as President of the Kaizen Company while acting as Chief of Party for the Ethiopia Local Capacity Development Project. Before founding Kaizen, Andrew worked for a prominent international development consulting firm and played a role in numerous international development assistance programs. Prior to development, he worked in international marketing and consulting in the United States, Latin America, Europe, and Asia. Andrew has an MBA with a focus on international business and a BA in government and international relations, both from the University of South Carolina. He is a Certified Performance Technologist (CPT) through the International Society for Performance Improvement, and speaks English, German, Spanish, and Portuguese.
Learn more: www.thekaizencompany.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ty Crandall is an internationally known speaker, author, and business credit expert. With over 16 years of financial experience Ty is recognized as an authority in business credit building, business credit scoring, and business financing.
Ty is the author of two of the bestselling books on consumer and business credit Perfect Credit and Business Credit Decoded and has written hundreds of published articles relating to business credit. Ty is also often heard being interviewed on countless radio and TV programs and news shows across the country and has been features in Forbes, Entrepreneur, and Inc. Ty currently serves as the CEO at Credit Suite. With Credit Suite Ty consults with and advises companies on business credit building and scoring. He has overseen the business credit building for thousands of clients and has helped create and grow the most credible business coaching operation in the United States.
Learn more: www.CreditSuite.com/EIN
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Brian came to California looking for the next big opportunity to bring back to Australia. While studying at the UCLA Graduate School of Management he observed that there was no sheepskin footwear in the US. With only $500 in capital, he imported boot samples and over the next seventeen years built the UGG Australia brand into a multi-million dollar international enterprise. He sold in 1995 and the brand has continued to grow to exceed a billion dollars in annual sales for the past three years.
Brian is one of the most sought after International business leaders in the country today. He is committed to teaching entrepreneurs how to leverage their most precious assets from within, and to recognize and pursue their passions to create a fulfilling and successful life.
Brian has authored the book “The Birth of a Brand – Launching Your Entrepreneurial Passion and Soul”, is a sought after Keynote speaker and mentors small business owners.
Learn more: www.BrianSmithSpeaker.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Blaine is a best-selling author of the #1 International Best Seller Compassionate Capitalism: A Journey to the Soul of Business, co-author of Discover Your Inner Strength written in collaboration with Stephen Covey, Ken Blanchard and Brian Tracy, and is the author of Three Dimensional Coaching which was published in 2013 and translated into Chinese and Japanese in 2015. As CEO and President of Avatar Resources, a global consulting firm he founded in 1987, Blaine has coached and consulted worldwide with executives, companies, and governments and has personally delivered training programs to more than a quarter of a million individuals to directly impact more than one million people. Blaine is an Adjunct Professor at Beijing University, Founder of the Institute for Compassionate Capitalism, and a member of the Transformational Leadership Council.
He sits on the Board of Directors of the Unstoppable Foundation and the World Business Academy and is a member of the Advisory Boards of the All Japan Management Coaching Association and the Asia Coaching and Mentoring Association. In 2012, Blaine was formally invested as a Knight of the Sovereign Order of St. John of Jerusalem Knights of Malta, the world’s oldest humanitarian organization.
Learn more: avatar-resources.com and blainebartlett.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Brett Baughman has been a leader in the field of personal development, for almost two decades. Brett has coached hundreds of individuals and companies to produce extraordinary results through his trademarked coaching technique, The Ideal You®. Each of us has within us the potential to achieve greatness and overcome any obstacle, the key is discovering your passions and developing a unique and powerful personal process.
Brett Baughman guides his clients to remove any limiting thinking that is potentially blocking their momentum, focus and discipline. Then he helps you to eliminate the negative emotions and self-talk that are unknowingly shaping the course of your life. Each client who works with Brett and commits to the process, will become The Ideal You® and improve the overall quality of their life!
If you have anything in your life that isn't producing the results you want; whether it's your relationship, your business or your health, Brett Baughman will help you rapidly overcome the problem and he will help you develop new empowered thinking and behaviors to support your future growth! Subscribe to Brett’s List today and receive a free copy of his best selling book, Strategies for Success®
Learn more: www.brettbaughman.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Lyndsay Phillips is a serial entrepreneur; self-professed organizational freak and client-appointed task master; and project ninja and warrior VA for life & business coaches, accountants and other online entrepreneurs across the globe. CEO & Founder of Smooth Sailing Online Support, she leads a rock star team to support entrepreneurs who are seeking fast-paced business growth but finally have come to the realization that they can’t do it alone, do it all, and do it well. She is also the host of Sailing To Success Podcast and Smooth Sailing Online Support TV – and loves sharing practical tips and business-building strategies so that you can be more productive, boost your profits and grow your business.
Learn More http://www.lyndsayphillips.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
I'm celebrating my 20th year in real estate and still enjoying what I do! My team and I have specialties in Residential and Commercial real estate and we have a Property Management division too.
My focus on the Commercial side has me working with a variety of different clients both on the purchase and sale
side as well as leasing for Landlords and tenants.
Learn more: www.trinityteamrealestateco.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark Hunter, CSP is "The Sales Hunter" author of the best-selling book, High Profit Prospecting. Recognized globally for his high value content and high energy speaking Mark has shared the stage Seth Godin, Simon Sinek, Tony Robbins, to name a few. Mark's background includes 30 years of sales and marketing leadership experience. The first 15 with 3 Fortune 200 companies and the last 15 consulting with sales executives globally. Client list includes: BP, Salesforce, Novartis, Sony, Coca-Cola and hundreds more.
Learn more: www.TheSalesHunter.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As CEO and Manager Partner at Manifesto, a brand declaration agency that translates brand ethos into authentic activation experiences. Their work spans brand strategy, branded content development, integrated campaigns and experiential. David has led campaigns, product launch, retail marketing and global experiential programs for clients including Intel, Nike, Amazon, Amazon, Cisco, Apple and GE Healthcare. Inspired by social entrepreneurs Dave and his twin brother co-founded Manifesto to tell the world what brands stand for and to create experiences that disrupt internal brand culture and inspire consumer advocacy.
Learn more: www.manifestoagency.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Barb Giamanco heads up Social Centered Selling. She’s the co-author of The New Handshake: Sales Meets Social Media and authored the Harvard Business Review article Tweet Me, Friend Me, Make Me Buy. After 25+ years in Sales, Barb understands the challenges that sales leaders and salespeople face. She has spent the last 10 years learning what works and what doesn’t when implementing social media as part of a business, sales and hiring strategy.
Learn more: www.scs-connect.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
The author of Designed for Success, Ready, Set…Grow, and Career Moves Dondi Scumaci is an international speaker, best-selling author, and mentoring thought leader. Her business career spans more than 20 years, including tenure as director for two top U.S. financial institutions. In 1995, she founded an advising firm, where she currently serves as president. Scumaci is a sought-after consultant for leadership development, professional conferences, keynote presentations and corporate mentoring strategies. Her dynamic presentations and consultations have made a proven, lasting impact on organizations across the United States, Canada, Europe, the United Kingdom, Australia, and Africa.
Learn More: www.dondiscumaci.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jessica Rhodes is the founder and CEO of InterviewConnections.com, the premier Guest Booking agency for podcasters and guest experts, and she is the acclaimed author of Interview Connections: #RockThePodcast From Both Sides of the Mic! Jessica is the host of Interview Connections TV, where each week she helps her viewers rock the podcast from both sides of the mic. She hosts/co-hosts three podcasts: Rhodes to Success, The Podcast Producers and The Parenting Rhodes. The Podcast Producers was selected by Apple as a “How to Podcast” show in iTunes and has also been included in the syllabus for a course about podcasting and audio journalism at Western University in Ontario, Canada. Jessica is has been a speaker at Podcast Movement, Podfest.us and Dream Business Academy. She lives in Rhode Island with her husband and two kids.
Learn more: www.jessicarhodes.biz
www.interviewconnectionsbook.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Shayna Rattler, also known as the Corporate Attraction Coach, is quickly becoming recognized as a highly acclaimed authority in small business development and the ultimate connector between small businesses and Corporate America. As a coach, consultant, and speaker, Shayna has developed and taught tried-and-true strategies, which have enabled small businesses and corporations to connect and prosper together, resulting in hundreds of key partnerships and millions of dollars in profits. She is the person to turn to if you want to grow your small business by working with corporate clients and sponsors because she has done so herself. This experience has also given her tremendous insight into corporate purchasing and marketing.
Fresh out of college, Shayna began her journey as an entrepreneur. By the age of 28, as a single mother, she created two successful businesses, making her an obvious go-to for business and life advice.
Shayna is also a two time published author. She is an instructor for the Steve Harvey Success Institute and was chosen as the National Association of Professional Women 2012 Woman of the Year for her industry. Shayna has been featured in the Wall Street Journal, Enterprising Women, Black Enterprise, and dozens of other major media outlets.
Learn more: www.CorporateAttraction.com/secrets
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Rick Roberts
Author of 16 books including "Chosen to Forgive" & and I’ll Be Your Father.
Professional Speaker & Co-Chair of Heading Home in Jefferson County.
Marcus Weaver
Weaver is the co-founder and Vice President of Legacy Grace Community Development Corporation. He is a professional speaker, business development officer and a survivor of the Aurora Theater shooting. He lives in Denver and is a past Mayoral appointee to the Denver Workforce Investment Board.
Learn more: www.chosentoforgive.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Steve hails from the Windy City, bringing contagious excitement and passion to 21mill, a training company designed for Millennials. A born trailblazer and whirling dervish of positive energy, Steve uses his powers to build Millennial training experiences that harness professional growth and development. Steve has trained thousands of people all over the world, is an ATD (Association for Talent Development) published author, keynote speaker, and writer featured in Forbes, Trainingmag.com and TD (Training Development) magazine. Steve is a founding member of 21mill and current partner.Steve holds a MS in Organizational Development from Pepperdine University, and a BA in Speech Communication from the University of Illinois, Champaign-Urbana. He currently resides in sunny San Diego with his pregnant wife and two dogs.
Learn more: www.21mill.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Keenan is known as “The Finder of the Elephant In The Room” and his fiery passion sets him apart as a globally recognized sales acceleration strategist, speaker, and, author of Not Taught: What It Takes to be Successful in the 21st Century That Nobody’s Teaching You. He is the founder, CEO and Chief Antagonist of A Sales Guy, Inc., a top-tier sales consulting and recruiting firm. For 20 years he’s helped companies build world-class sales organization with killer sales teams that crush their numbers.
Learn more: www.asalesguy.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
David Meltzer is the CEO of Sports 1 Marketing, a firm in which he co-founded with Hall of Fame Quarterback Warren Moon. David is a Forbes Top 10 Keynote to hire in 2016, honored as Variety Magazine’s “Sports Humanitarian of the Year”, a national top ten best-selling author of Connected To Goodness and a #1 national, and international, best-selling author of Compassionate Capitalism. Sports 1 Marketing is a sports and entertainment firm that leverages the $20 billion in relationship capital surrounding the world's largest and exciting sporting events. Previous and current projects include: Aggregated Marketing Platform, The Master's, Super Bowl, Pro Football Hall of Fame, Processing for a Cause, any countless others. Prior to Sports 1 Marketing, David was the CEO of the world's most recognized sports agency, Leigh Steinberg Sports and Entertainment. David is an international public speaker who is profiled by national publications such as Forbes, ESPN, and Bloomberg. David is a recipient of the Ellis Island Medal of Honor and knighted by the order of St. John of Jerusalem as Sir David Meltzer.
Learn more: www.sports1marketing.com
www.meltzermission.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Craig Ceccanti is Co-founder and CEO of Pinot’s Palette. As a pioneer in the newly developed and rapidly expanding paint and sip entertainment category, Craig has directed an innovative start-up business with one location into a concept, which is now being sold nationwide and internationally. As CEO, Craig is responsible for strategy, financing, architecting proprietary technology, developing and standardizing operations, fundraising, building a team-based culture and a purpose-driven brand. His industry-leading, proprietary technology solution allows franchisees to seamlessly manage and operate their business online and provides Pinot’s Palette with a distinct competitive advantage over other paint-and-sip franchise companies. Outside of Pinot’s Palette, Craig stays true to his background in consulting and project management. He actively devotes his time to supporting young entrepreneurs, charities and alumni chapters in the Houston community. Some of his favorite projects include teaching “Marketing for Small Business” at Rice University’s Jones Graduate School and coaching at Vintage CrossFit.
Learn more: www.pinotspalette.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Nate is the CEO of FreeeUp.com and the COO of Portlight. Nate has been an entrepreneur in the eCommerce industry since 2009 and has grown into a leading expert in the field with experience managing multi-million dollar businesses. He has extensive knowledge in creating business systems and processes, personnel management, hiring remote workers, the Amazon Marketplace, and advanced sales tactics. He is passionate about sharing his knowledge with others and has been featured on leading industry podcasts, webinars, and blogs.
Learn more: www.freeeup.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
As Founder and CEO of the marketing firm Triple R Marketing, Matt has been described as “highly creative with an unparalleled understanding of service”. With over 20 years’ experience in Marketing and Sales, Matt has helped small-local businesses and brand-name Fortune 500 companies alike become leaders in their industry. He has worked alongside world-renowned author and sales expert Jeffrey Gitomer, and has helped businesses promote their products at high-profile events such as the Sport Emmy Awards.
He has been featured on the weekly television program Inside Indiana and also spoke at the IAVM 2015 Arena Management Conference on the ‘New Technology for Improved Fan Engagement.’
When Matt is not at the office or traveling for work, he continues to wear or buy anything to do with Superman. He is a devoted marketing nerd that enjoys running, superhero movies and vacation with his family.
Learn more: www.triplermarketing.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jared Michael Coseglia, founder and CEO of TRU Staffing Partners, has 13 years of experience representing talent in e-discovery and cybersecurity. He has placed over 2000 professionals in full-time and contract positions at the Am Law 200, Fortune 1000, Cyber 500, Big 4, and service provider community. His ability to identify, deliver, and help retain talent has allowed him the privilege of quickly becoming the globally recognized “go-to” individual for clients and candidates in need of staffing solutions or career guidance and management.
Coseglia’s unique style of representation, vast network of relationships, and subject matter expertise has helped earn TRU a host of awards including Inc. 5000’s 1043rd fastest growing company in America and Top 20 Staffing Company 2016, #1 National Legal Recruiter 2016 by the NLJ, and #1 Legal/Litigation Support Staffing Agency in Chicago 2014 & 2015. In 2015, TRU Staffing Partners acquired the Kennett Group which became the newly formed TRU Cyber division. Coseglia is an active member of the legal and cybersecurity community and is on the Board of Editors for Cybersecurity Law & Strategy (an ALM Law Journal Newsletter). Coseglia frequently writes and speaks about the state of the technology job market with the Association of Certified eDiscovery Professionals, Women in eDiscovery, International Legal Technology Association, Legal Technology News, Corporate Counsel Magazine, Bloomberg BNA, and other publications and organizations.
Learn more: www.trustaffingpartners.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Michael Prywes is managing attorney of Prywes, PC, a law firm in New York. He is also the author behind "The Gasp," a step-by-step practical business guide for creative entrepreneurs, as well as host of "How I Broke Into," a show that takes deep dives into big breaks of highly successful artists and entrepreneurs. Michael also founded The Jewish Theatre Ensemble in Illinois, produced the theatrically-released U.S. comedy movie "Returning Mickey Stern," and launched the world's first crowdsourced movie web site, CastOurMovie.com
Learn more: www.MichaelPrywes.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
While managing massive student loans and debt in 2010, Kyle began to blog about his adventures in making and saving money. Readers responded and this culminated into the launch of ThePennyHoarder.com. Under his leadership, The Penny Hoarder has grown from a personal blog to one of the largest publications on the web with millions of readers a month. The Penny Hoarder has pioneered a new kind of personal finance media with stories about real people and actionable money tips that make a true difference in our readers’ budgets. Kyle is active in local politics after spending nearly six years on the road as a campaign worker crafting media strategy, directing field workers, and raising millions of dollars for important causes. He feels passionately that people should earn a liveable wage no matter what their job.
Learn more: www.thepennyhoarder.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Anthony Iannarino is an international speaker, an author, and entrepreneur. Anthony is the Managing Director of B2B Sales Coach & Consultancy. He also owns part of his family’s staffing business, a company he has grown from 3M to 45M with a small sales force of 6 people. Anthony teaches Professional Selling, Persuasive Marketing, and Social Media Marketing at Capital University’s School of Management and Leadership. Anthony graduated from Capital University with a summa cum laude dual major in Political Science and English Literature. He then attended Capital University Law School on the Dean’s Academic Scholarship. Without a break in between, he attended Harvard Business School, completing their Owner President Manager executive education.
Anthony is internationally recognized as a thought leader in sales, with his award winning The Sales Blog being read by 65,000 people each month. His Sunday newsletter reaches 80,000 people each week. Anthony has been named one the 50 most influential people in sales by Top Sales World. He was also named one of the 25 most influential people in sales by Open View Partners. In addition to writing daily at The Sales Blog since 2010, Anthony is also a contributing editor at SUCCESS Magazine and ThinkSales Magazine. He also writes an occasional column for Forbes. Anthony has worked for—and spoken to—global giants like Accenture, Abbot Laboratories, Net-Jets, Toro, and CH Robinson.
Learn more: www.iannarino.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Cory Tholl became CEO of Klymit in 2011 and quickly turned the company into a profitable and high growth outdoor brand. Cory is a family man who thrives on taking products from ideation to market. He is passionate about creating great jobs for good people and is focused on creating a stellar return for investors.
Learn more: www.klymit.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
James Marlow has over 30 years of high tech sales and marketing experience with Computerland, Lotus Development, IBM, and Yahoo!. He is the founder of Internet startup, AnythingSouthern.com, a candidate for United States Congress in the 10th District of Georgia and a Georgia Southern University graduate. He is on the Board of Directors for the Georgia Solar Energy Industry Association, Georgia Chamber of Commerce Energy and Environment Committee and has been a founding Board Member and Vice Chairman of the Georgia Solar Energy Association. He is also a founding board member of the Technology Association of Georgia Smart Energy Society, and a member of The Metro Atlanta Chamber CleanTech Leadership Council, and a board member of The Environmental Fund for Georgia and The Savannah Riverkeeper. Based in Atlanta, Radiance Solar is a leading solar company, specializing in the development, design, installation and operation & maintenance of commercial and utility solar energy systems. Our mission is to bring low-cost, reliable solar energy within reach of every electricity user through a relentless commitment to innovative design, aggressive procurement and efficient construction techniques.
Learn more: www.radiancesolar.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Ken is currently serving as a member of Gensler’s Board of Directors and the Gensler Management Committee. As a Co-Regional Managing Principal of Gensler’s Southeast Region and past Co-Managing Principal of Gensler’s UK, EMEA and Gulf Regions, Ken is considered a global expert on workplace design and planning, particularly for law firms. He has designed tens of millions of square feet of corporate headquarters and offices for law firms and financial institutions and is one of Gensler’s major Global Account holders, managing relationships with clients such as Sidley Austin LLP, Skadden, Arps, Slate, Meagher & Flom LLP, JP Morgan Chase, and Barclay’s Capital worldwide. Ken is also a leader in Gensler’s furniture and product development practice and frequently speaks about the power of design at industry events around the world.A fellow of the College of Law Practice Management and a member of the Board of Trustees for the National Building Museum, Ken is passionate about producing design solutions that optimize trends that align with clients’ core objectives. Ken’s focus on maintaining strong client relationships is a core tenant of his leadership philosophy and design strategy and is a natural outgrowth of his people oriented personality.
Learn More: http://www.gensler.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark is the president of Sanborn & Associates, Inc., an idea lab for leadership development. In addition to his experience leading at a local and national level, he has written or co-authored 8 books and is the author of more than two dozen videos and audio training programs on leadership, change, teamwork and customer service. He has presented over 2400 speeches and seminars in every state and a dozen countries. Mark is a member of the prestigious Speakers Roundtable, 20 of the top speakers in the world today. Mark holds the Certified Speaking Professional (CSP) from the National Speakers Association and is a member of the Speaker Hall of Fame (CPAE). Mark’s book, The Fred Factor: How Passion in Your Work and Life Can Turn the Ordinary Into the Extraordinary is an international bestseller and was on the New York Times, Business Week and Wall Street Journal bestseller lists.
Learn more: www.marksanborn.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Scott McKain is a globally recognized authority on how organizations and professionals create distinction to attract and retain customers — and stand out in a hyper-competitive marketplace. The first edition of his book, “Create Distinction: What to Do When ‘Great’ Isn’t Good Enough to Grow Your Business” was named by thirty major newspapers (such as the Miami Herald) as one of the “ten best business books of the year.” His expertise has been quoted multiple times in USA Today, the New York Times, Wall St. Journal, and International Herald-Tribune. His commentaries were syndicated on a weekly basis for over a decade to eighty television stations in the U.S., Canada, and Australia – and he’s appeared multiple times as a guest on FOX News Network. With a client list that represents the world’s most distinctive companies – like Apple, SAP, Merrill Lynch, BMW, Cisco, CDW, Fidelity, John Deere and literally hundreds more – Scott McKain was honored with induction along with Zig Ziglar, Seth Godin, Dale Carnegie and just twenty more in the “Sales and Marketing Hall of Fame.” After thousands of presentations in all 50 states and 23 countries, he was honored with membership in the “Professional Speakers Hall of Fame.”
Learn more: www.scottmckain.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Justin Jackrel is the president and founder of Bintelli LLC, which most notably does business as citEcar Electric Vehicles and Bintelli Scooters. Just entered the powersports industry in 2000, being the first person in the USA to distribute gas scooters from China in the USA. Bintelli is a manufacturer and distributor of power sports products, with a focus on electric vehicles, gas powered motor scooters, and racing go karts. Headquartered in Charleston, South Carolina, citEcar and Bintelli has dealerships around the USA and worldwide stocking and reselling the products that they produce. Notable customers include Google, Halliburton, and the US Navy. citEcar Electric Vehicles range from 2 - 29 passengers and are fully electric. Territories are still available in all 50 states for interested dealers. Seeing a need to improve the industry as a whole, in 2016, Jackrel developed the Flagship Program to aid young entrepreneurs in opening and running their own tier 1 powersport dealership. The new program has been a quick success with the first Flagship dealer already open and profitable with two more in the process of opening 2017 Q1.
Learn more: www.bintelli.com, www.citEcarEV.com, www.flagshippowersports.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Lisa is one of the foremost authorities on sales, leadership and emotional engagement. Here best-selling book, Selling with Noble Purpose introduced the idea of Noble Purpose in business. Her research has documented how organizations with a purpose bigger than money actually make more money, and they experience greater customer and employee retention. Lisa is a former Procter & Gamble Sales trainer, she now runs her own consulting firm, McLeod & More, Inc. Her firm’s clients include Hootsuite, Roche, Volvo, and Dave & Busters. Lisa is also a prolific writer; she is the author of 5 books and thousands of articles. She is the sales leadership expert for Forbes.com and has appeared on the Today show and the NBC Nightly News. Her newest book, Leading with Noble Purpose: How to Create a Tribe of True Believers has been called a breakthrough book that is transforming the way leadership it conducted at every level of organizations.
Learn More: www.mcleodandmore.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
CEO John Bowen founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. His 26 years as a financial advisor and investment firm CEO had taught Bowen that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses. Bowen founded CEG Worldwide to fill that void, with the belief that providing advisors and institutions with research about the best practices of top elite advisors—and the coaching to use these practices effectively— would help them achieve new levels of success.
In this interview you will learn:
-
How do successful business owners become seriously wealthy while growing their businesses?
-
How do successful business owners mitigate income taxes and generate even more wealth?
-
What should successful business owners do to take care of their heirs?
-
How do successful business owners protect themselves from unjust lawsuits and/or divorce proceedings?
-
How can successful business owners do more to support worthy charitable causes?
-
How should successful business owners find and work with professional advisors who will truly add value and help them reach their goals?
Learn More: www.aesnation.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Mark Sears is Founder and CEO of CloudFactory, a rapidly growing startup focused on changing how the world works by using technology to make it super easy for startups and fast-growing tech companies to scale by offloading routine, digital work so they can focus on innovation and growth. CloudFactory believes that talent is equally distributed around the world, but opportunity is not. After doing tech startups in Canada and the US for about 10 years, Mark has spent the last 6 years living in Nepal and the US, using his unique blend of technology and business experience to build CloudFactory. He started his career as a software developer with Sun Microsystems before finding his groove in the world of startups. Moving into technology evangelism and product management roles he helped a 5 person startup grow to 130 employees across 4 international offices after raising $48 million in venture capital. Mark then raised angel investment, launched and managed his own startup company for 6 years before coming to Nepal and starting the CloudFactory adventure.
Learn More: www.cloudfactory.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jeffrey Lipsius is President of Selling To The Point®-Sales Training and Consulting. Jeffrey has been training salespeople for over 30 years. His award-winning book, “Selling To The Point,” teaches salespeople to address a challenging new sales environment by being their customer’s “decision-coach”. Salespeople trained by Jeffrey have cumulatively sold over 2 Billion dollars worth of product.
Learn More: www.sellingtothepoint.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
John Pollock doesn’t just talk about entrepreneurship – he lives it. As the CEO of Financial Gravity, John has grown his business from the dining room table to a national organization of 25 employees and led his company to 700% growth in one year. John is also disrupting industry standards – for the better. After seeing the lack of integrated advice for business owners across tax planning, financial services, and business strategy, he created the first national tax firm specifically designed to help entrepreneurs reduce their personal tax liability by an average of $21,000.
He is a frequent contributor to various media outlets, including Fox Radio Network, Forbes, Amex OPEN Forum, and WFAA Channel 8. He’s also the host of Financial Gravity Radio Show, a weekly show on AM 660 in Dallas, Texas, focused on proactive tax planning and growth strategies for small business owners. As an author and speaker, John has delivered keynotes and workshops to over 500 organizations and conferences for small business owners and financial advisors.
Learn More: http://www.financialgravity.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Phil Gerbyshak works with leaders and sales people to increase their impact, influence, and income. He is a speaker and an author, and he lives at the intersection of leadership, sales, and technology. Phil Gerbyshak believes in the power of social selling and connection. With a unique speaking style—part sales expert, part entertainer—Phil keeps his audiences awake and engaged while providing actionable steps to bring in more leads, more referrals, and more business. If he’s not traveling, speaking, or making new connections, Phil writes. He’s published 5 books, including 10 Ways to Make It Great and #TwitterWorks, more than 2,500 articles, and been interviewed by the Wall Street Journal, USA Today, Financial Times, and more.
Learn more: www.PhilGerbyshak.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In this interview, you will learn how to integrate decision with implementation while stepping out in faith to succeed in your business!
Jim Palmer is a marketing and business building expert and in-demand coach. He is the founder of the Dream Business Academy and Dream Business Coaching and Mastermind Program. Jim is the host of Newsletter Guru TV, the hit weekly Web TV show watched by thousands of entrepreneurs and small business owners and he is also the host Stick Like Glue Radio, a weekly podcast based on Jim’s unique brand of smart marketing and business building strategies. Jim is best known internationally as ‘The Newsletter Guru’ and creator of No Hassle Newsletters, the ultimate ‘done-for-you’ newsletter marketing program used by hundreds of clients in nine countries.
Learn More: http://www.getjimpalmer.com/mike
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In this interview, you will learn about cutting-edge marketing strategies including the Customer Journey through the sales process, News-Jacking and the New Rules of Marketing and PR .
David is an internationally acclaimed strategist, whose books and blog are must-reads for professionals seeking to generate attention in ways that grow their business. Scott’s advice and insights help people, products, and organizations stand out, get noticed and capture hearts and minds. He is author or co-author of ten books – three are international bestsellers. The New Rules of Marketing & PR, now in its 5th edition, has been translated into 28 languages and is used as a text in hundreds of universities and business schools worldwide. It is a modern business classic with over 350,000 copies sold so far. Scott also authored Real-Time Marketing & PR, a Wall Street Journal bestseller, Newsjacking,World Wide Rave, and the new hit book The New Rules of Sales & Service. He co-authored Marketing the Moon (now in production as a feature-length film) and Marketing Lessons from The Grateful Dead.
Learn More: www.davidmeermanscott.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In this interview you will learn:
- What is a Digital Influencer & how an entrepreneur can begin to create digital influence.
- How his book: "What Happens on Campus Stays on YouTube" is impacting students in over 200 Colleges and Universities as required reading.
- Why Personal Branding is a critical component to building your business
- Why you must understand that Privacy is dead!
- How to be "Flawsome"!
Often called a Digital Dale Carnegie and The Tony Robbins of Tech, Erik Qualman is a #1 Best Selling Author and Motivational Keynote Speaker that has spoken in 44 countries.
His Socialnomics work has been featured on 60 Minutes to the Wall Street Journal and used by the National Guard to NASA. His book Digital Leader propelled him to be voted the 2nd
Most Likeable Author in the World behind Harry Potter’s J.K. Rowling. Qualman is a sitting professor at Harvard & MIT’s edX labs.
His latest book What Happens in Vegas Stays on YouTube is a Pulitzer Prize nominated work.
Learn more: www.equalman.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
In her career Judy has led both public and private companies as CEO, and served in management positions at Fortune 500 companies. She is on the advisory boards of Illuminate VC, Pereg VC, and Springboard Enterprises. Judy previously served as a managing director of Golden Seeds Angel Network and as a member of the faculty of Goldman Sachs' 10,000 Small Business Program. Judy's book, How to Be a Power Connector: the 5+50+150 Rule, was named the #1 business book of 2014 by Inc. She has been profiled in Entrepreneur, Vogue, Fast Company, Forbes, CBS, Huffington Post, and Bloomberg Businessweek.
Learn More: www.judyrobinett.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Peter Shankman is the founder of ShankMinds Business Masterminds a day-long business mastermind series in multiple locations around the world. He’s perhaps best known for founding Help a Reporter Out, the world’s largest source repository in the world, which fundamentally changed how journalists source their stories. His customer service and social media clients have included American Express, Sprint, the US Department of Defense, Royal Bank of Canada, Saudi Aramco, Snapple, Walt Disney World, and many others. Peter is the author of four books, including his most recent best seller, Zombie Loyalists: Using Great Service to Create Rabid Fans. Peter recently launched the Faster Than Normal Podcast, helping people understand that ADD and ADHD is a gift, not a curse.
Learn More: www.shankminds.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Jay Baer, CSP shows you how to use technology as an unfair marketing and customer service advantage. Audiences will rethink their approach to marketing and customer service, helping them gain more customers and keep those they’ve already earned.
He is:
- An experienced pro, having given hundreds of insightful, humorous presentations worldwide to audiences as large as 15,000, and a Certified Speaking Professional (CSP)
- A renowned business strategist
- A popular emcee and event host
- A New York Times best-selling author of five books
- An advisor to more than 700 companies since 1994, including Caterpillar, Nike, The United - Nations and 32 of the FORTUNE 500
- An entrepreneurial success story, having started five multi-million dollar businesses from scratch
- Founder of Convince & Convert, a strategy consulting firm that helps prominent companies gain and keep more customers through the smart intersection of technology, social media, and customer service
- A media brand. Jay’s Convince & Convert Media division runs the world’s #1 content marketing blog, multiple podcasts, and many other education resources for business owners and executives
- An active venture capitalist and technology advisor, as well as an avid tequila collector
- The world’s most retweeted person by digital marketers
- The world’s #2 most retweeted person by B2B marketers
- A go-to source for the press including NPR, USA Today, Time, Real Simple, CBC and many more
- Host of the popular Social Pros podcast, named the best marketing podcast in the 2015 Content Marketing Awards
Learn More: http://www.convinceandconvert.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Bob Burg is a sought-after speaker at company leadership and sales conferences sharing the platform with everyone from today’s business leaders and broadcast personalities to even a former U.S. President. Bob is the author of a number of books on sales, marketing, and influence, with total book sales of well over a million copies. His book, The Go-Giver, coauthored with John David Mann has sold over half a million copies and it has been translated into 21 languages. It has been released in a new, expanded edition, with a foreword by Huffington Post founder and publisher, Arianna Huffington. Bob is an advocate, supporter, and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people they serve. He is also an unapologetic animal fanatic and serves on the Board of Trustees of Furry Friends Adoption & Clinic in his town of Jupiter, Florida.
Learn more: www.thegogiver.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Since 1976, Tom Hopkins International has been dedicated to providing the finest sales training strategies and techniques to individuals and companies alike. Our clients are (1) men and women who, like Tom, have chosen the profession of selling as a career, and (2) companies that understand the value of having a well-trained sales force. Tom Hopkins is a sales legend. Many believe that natural ability is enough to make you successful in a selling career. The truth of the matter is that natural skill, combined with "how to" training is the real secret to high-level productivity.
Having learned this lesson the hard way, Tom is quick to admit that his early sales career was not successful. After benefiting from professional training, he became a dedicated student, internalizing and refining sales techniques which enabled him to become the sales leader in his industry.
Learn More: www.tomhopkins.com
Influential Influencers with Mike Saunders
http://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/