Influential Entrepreneurs with Mike Saunders, MBA

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 Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance

Raymond is a seasoned independent financial advisor with over 20 years of comprehensive experience and cross-cultural background. He provides customized financial solutions to help high-net-worth clients. During the 2008 financial crisis, his clients had no exposure to subprime products.Raymond is the award winner of Advisor / Council by Fidelity & Municipal Bonds Council by Eaton Vance Group.Raymond used to work for Morgan Stanley and Merrill Lynch. He has won various awards, such as Best Career 2008 & 2010.Raymond loves his community and served two terms as a director on a volunteer basis through elections for the Gwynedale Residents Association.After coming to the USA, Raymond attended the Financial professional program at Wharton Business School, and he is one of the top students in the class. Raymond graduated from a top business school: the University of International Business & Economics in Beijing, China, he was a dean's list honor winner.Currently, Raymond holds investment licenses series 6, 7, 31, 63 & 65 and various life insurance licenses and real estate agent licenses in PA & NY.Raymond speaks: English & Mandarin.Raymond's hobbies after work: are walking, Swimming, Golf, Music and reading.Learn more:http://www.gwmgwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-raymond-zong-financial-advisor-founder-of-global-wealth-management

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.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.They have often remarked that if anything happens to them, or if they need anything, Fred is the first person they or their spouse will call!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, Ohio, 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.Influential Entrepreneurs with Mike Saundershttps://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 – 2020/11/12Influential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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 Saundershttps://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 – 2020/11/12Influential Entrepreneurs with Mike Saundershttps://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 – 2020/11/12Influential Entrepreneurs with Mike Saundershttps://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 SECRegistered 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 Saundershttps://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 Saundershttps://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 SECRegistered 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 Saundershttps://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.comInfluential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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.comFinancial 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 Saundershttps://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.comInfluential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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.comInfluential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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: 1-310-974-3255Influential Entrepreneurs with Mike Saundershttps://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 wealthLearn More: https://www.njmnwa.com/GeneralInvestment 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 Saundershttps://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 Saundershttps://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 Saundershttps://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 wealthLearn More:https://www.njmnwa.com/GeneralInvestment 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 Saundershttps://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 wealthLearn More: https://www.njmnwa.com/GeneralInvestment 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 Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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 Saundershttps://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.comInfluential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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 Saundershttps://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.comInfluential Entrepreneurs with Mike Saundershttps://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 Divinskyhttps://www.Miriam360.comInfluential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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 Divinskyhttps://www.Miriam360.comInfluential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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-planBuy “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 Saundershttps://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.comInfluential Entrepreneurs with Mike Saundershttps://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 Saundershttps://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 Saundershttps://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